1.Triggers daily re-engagement run
Integrate Schedule by Zapier and scheduling tools to start the daily window calculation for re-engagement checks.
When the daily schedule fires, missed follow-ups can leave closed enquiries without a timely nudge. This automation finds eligible contacts, checks screening status, and sends 10 day re-engagement SMS and logs outreach—so your team can re-engage at scale.
Integrate Schedule by Zapier and scheduling tools to start the daily window calculation for re-engagement checks.
Integrate Formatter by Zapier and date utilities to calculate start and end dates for enquiry selection.
Integrate Zapier Tables and contact data tools to query enquiries in your date range with no response flags.
Integrate Looping by Zapier and iteration logic tools to process each qualifying record one by one.
Integrate SQL Server and database lookup tools to verify whether a screening record already exists.
Integrate Sub-Zap by Zapier and SMS delivery tools to send a 10 day message to the mapped phone number.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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