Every Zap starts with an Enrollsy trigger, which is an event that kicks off an action in another app. Below is each available trigger with a few examples of Zaps you can build. For more ideas, browse the Zapier use cases.
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.
Before You Start — What to Know
Zapier checks Enrollsy for new events every 3 hours, so a Zap may not run right after an event happens
The triggers above are the only ones available. There are no triggers for custom Enroll Form fields
To request a new trigger, use the chat box in the admin portal and select View Support Menu then Feature Request
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).
New Activity Post — Automate Attendance and Activity Updates
Fires when an activity is posted to someone's activity timeline, such as a check-in or check-out, present or absent, health or medical information, or a withdrawal. You can use it to:
Send parents an email or SMS text
Add a new row or column to a spreadsheet
Create a subscriber or add a tag in an email campaign
New Lead — Follow Up With Unfinished Enrollments
Fires 12 hours after someone leaves the enrollment process without finishing, or 15 minutes after an admin creates a lead manually. You can use it to:
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
New SMS Message — Manage Text Replies
Fires when someone replies to an SMS message. You can use it to:
Forward SMS messages to a number you choose
Send an automatic reply with a custom message
Add the contact to a spreadsheet or contact software
Class Start and Class End — Send Class-Time Messages
Class Start fires when an enrollment's class starts for the day. Class End fires when it ends for the day. You can use them to:
Send an email or SMS message when class starts
Send an email or SMS message after class ends with details about signing up for the next class
Send an email newsletter
Send an email campaign
New Enrollment — Welcome and Track New Families
Fires when an enrollment is created through the Enroll Form, created manually by an admin, or (optionally) added by an import. You can use it to:
Add a contact to contact software
Send an email or SMS message
Add a subscriber to an email newsletter or campaign
Add enrollments to a spreadsheet or document
Send a survey