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Zapier Uses

See examples of Zaps you can create using Enrollsy triggers

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

The following are the triggers to which you can connect a wide variety of apps via Zapier:

  • New Activity Post - Triggers when an Activity is posted to someone's Activity timeline (examples: Check In/Check out, Present/Absent, Health/Medical Information, Withdrawal)

  • New Lead - Triggers, when 12 hours have passed since someone failed to complete the enrollment process and a Lead, is created, or 15 minutes after a Lead is created manually by an admin user.

  • New SMS Message - Triggers when a new SMS message reply is received.

  • Class Start - Triggers when an enrollment's Class has started for the day.

  • Class End - Triggers when an enrollment's Class has ended for the day.

  • New Enrollment - Triggers when a new enrollment has been created through the Enroll Form, manually by an admin user or optionally by an import.

Here are a few examples of Zaps you can set up (there are a multitude of more options available. Explore Zapier's use case here).

Activity Trigger

Using the Activity (Check-In/Check-Out or Present/Absent) trigger, you can set up Zaps to do the following actions:

  • Send an email or SMS text to parents

  • Create a new row/column in a spreadsheet

  • Create a subscriber or tag in an email campaign

  • And more!

Lead Trigger

Using the Lead trigger, you can set up Zaps to do the following actions:

  • Add a contact to a list

  • Add a subscriber to an email campaign

  • Send an email or SMS text

  • Create a conversion event for analytics

  • Create a database item

  • And more!

SMS Message Trigger

Using the SMS Message trigger, you can set up Zaps to do the following actions:

  • Forward SMS messages to a number of your choosing

  • Auto-reply with a customized message

  • Add contact to a spreadsheet or contact software

  • And more!

Class Start/End Trigger

Using the Class Start or Class End trigger, you can set up Zaps to do the following actions:

  • Send an email or SMS message when class starts

  • Send an email or SMS message after class ends with information about signing up for the next class

  • Send an email newsletter

  • Send an email campaign

  • And more!

New Enrollment Trigger

Using the New Enrollment trigger, you can set up Zaps to do the following actions:

  • Add a contact to contact software

  • Send an email or SMS message

  • Add subscriber to email newsletter or campaign

  • Add enrollments to a spreadsheet or document

  • Send a survey

  • And more!

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