1.Catch trial POST payloads
Integrate Webhooks by Zapier and incoming API endpoints to receive trial submission payloads and route them forward.
Create trial registration and call sales team immediately
Automatically forward trial POST payloads across Webhooks by Zapier and Zapier Tables. Create and update when submissions validate, records match or activateβso you can create registration rows, set activation timestamps, and call sales immediately without manual follow-up.
How this automation accelerates your trial follow-up
When trial submissions arrive but routing stays manual, onboarding gets delayed and sales priorities drift. This automation validates payloads and updates registration records and places immediate sales callsβso your team can start outreach at the moment a trial is triggered.
Webhooks by Zapieror swap with your favorite app
2.Validate and sanitize payload
Integrate Code by Zapier and data cleaning tools to validate API token, normalize fields, and add a submission timestamp.
Code by Zapieror swap with your favorite app
3.Find matching registration record
Integrate Zapier Tables and database search tools to find an existing registration by company reference and identifiers.
Zapier Tablesor swap with your favorite app
4.Create or update registration row
Integrate Zapier Tables and record management tools to create new rows or update matches and activation timestamps.
5.Place sales call with context
Integrate Twilio and voice calling tools to place an immediate call with company and contact context for triage.
Twilioor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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