1.New form entry
Integrate WPForms and form workflow tools to capture booking submissions and attachment fields to trigger contact creation.
Create client contact from artist booking form submission
Automatically capture booking form submissions across WPForms, Zapier Tables, Formatter by Zapier, and Chekkit. Create and update when contact matches by phone or email, new notes and attachments appear, or an entry triggers a consult alertβso you can create contacts, send team alerts, and keep reference files ready without manual follow-up.
How this automation creates client contacts
When a booking form is submitted, consultations can stall while details and files are manually copied. This automation captures form entries and formats attachments, then creates contacts and notifies staffβso your team can prepare consults the same day.
WPFormsor swap with your favorite app
2.Find record
Integrate Zapier Tables and database lookups to find the submission by phone or email to return a match record id.
Zapier Tablesor swap with your favorite app
3.Text transform attachments
Integrate Formatter by Zapier and data formatting tools to convert reference fields into file lines for the attachments payload.
Formatter by Zapieror swap with your favorite app
4.Create contact
Integrate Chekkit and contact mapping tools to create or append a contact record from form fields and attachments.
Chekkitor swap with your favorite app
5.Send group chat message
Integrate Chekkit and team messaging tools to post a group alert with the submitter email and contact link.
6.Delete record
Integrate Zapier Tables and data cleanup tools to optionally delete the temporary lookup record to avoid duplicates.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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