1.Detects new guest list result
Integrate Planning Center and guest list routing data to map guest details and contact fields into task context.
Create triage follow-up tasks for new first-time guests
Automatically detect new first-time guest entries from Planning Center across task and routing apps. Create and update when first-time guests are added, birthdates appear, or guests enter your configured list—so you can format contact details, route by age, and create assigned follow-up tasks without manual triage.
How this automation accelerates first-time follow-up tasks
When a new list result appears, first-time guests can go unassigned and follow-up slips. This automation formats guest details and routes age-based owners to create follow-up tasks—so your team can respond quickly and consistently.
Centre de planificationor swap with your favorite app
2.Calculates and normalizes guest fields
Integrate Formatter by Zapier and date formatting tools to calculate age and normalize phone and date fields.
Formatter by Zapieror swap with your favorite app
3.Routes guests into age paths
Integrate Paths by Zapier and age mapping logic to branch into the correct ministry section by age range.
Paths par Zapieror swap with your favorite app
4.Creates follow-up task and assigns owner
Integrate Asana and task management to create the follow-up task, set the due date, and assign the ministry owner.
Asanaor swap with your favorite app
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Add baptism registration rows to campus summary sheets
Your baptism form responses arrive untracked, leaving no consolidated campus attendee record. They are added to campus summary sheets so coordinators can plan and confirm attendance before services.
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Add new board entries to gendered contact groups
Your visitor rows lack gender segmentation, so outreach lists and volunteer follow-up are inconsistent. Adds those people to the correct congregation contact group for prompt outreach same day.
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Add prayer team signups to central attendance spreadsheet
Your prayer team form responses arrive unstructured, so coordinators lack campus, role, and contact clarity. Record submissions to a shared roster so coordinators can confirm assignments same day.
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Add sponsorship leads from church form to donor list
Your church partnership form responses arrive without supporter context, delaying stewardship and outreach. It creates supporter records with tags and notes so fundraisers can begin outreach same day.
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Create baptism intake cards for campus ministry teams
When baptism registrations arrive untriaged, front desk and campus leaders miss context and delay prep for ceremonies. It creates intake cards and routes them to the right team so they can act same day.
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Create birthday follow-up tasks for church members today
Your birthday member list often has no assigned owner, so personal greetings are delayed or missed. It assigns follow-up tasks and notifies staff so greetings go out the same day.
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Create new client account and user from intake
Your new-church intake sits unprocessed, delaying account and user setup for campaigns. You’ll have client accounts and admin users ready the same day.
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Create nightly prayer digest email with profile image to supporters
Prayer items in your worksheet need manual cleanup and deduping, which delays coordinator outreach and volunteer follow-up. Deliver a clean, image‑rich prayer digest to your supporters automatically each evening.
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Create prayer request record from website form as draft
Your website prayer submissions lack a structured record, making pastoral triage slow and ad hoc. Requests are created as draft CMS items and your pastoral coordinators can review and respond same day.
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Create scheduler tasks for upcoming ministry calendar events
Your calendar events don't become task cards, so volunteers miss schedule context and resource assignments. Get task cards created each morning so teams prepare ahead of services.
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Log prayer requests for volunteer and staff follow-up
Your prayer request form submissions arrive untracked, leaving volunteers without context for timely follow-up. They are logged to a central intake record so coordinators can respond same day.
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Explore all church & congregation operations automations
Simplify church and congregation operations with automated form intake, task routing, and member updates
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Étape 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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