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Create participant records from intake for research teams

Automatically monitor intake submissions across Sub-Zap by Zapier and Condens for research participant records. Create and update when intake submissions include a new contact, when participant matches are missing, or when segmentation attributes arrive—so you can find participants, create records, and return participant IDs without manual participant setup.

How this automation creates participant records from intake

When intake submissions sit unprocessed, recruiting teams lose time and duplicate participant records. This automation monitors Sub-Zap by Zapier intake, searches and creates participants in Condens, and returns the participant ID—so your team can keep studies moving.

  1. 1.Starts SubZap event

    Integrate Sub-Zap by Zapier and intake sources to receive intake submissions from the parent workflow and pass contact data forward.

    Sub-Zap von Zapieror swap with your favorite app
  2. 2.Searches participants

    Integrate Condens and participant directory tools to map the submission email to a search key and capture the participant ID.

    Condensor swap with your favorite app
  3. 3.Creates participant

    Integrieren Sie Condens and segmentation field tools to map source fields and create a new participant record in attributes.

    Condensor swap with your favorite app
  4. 4.Re-searches participants

    Integrate Condens and analytics tools to re-run the contact-key search and capture the created record ID.

    Condensor swap with your favorite app
  5. 5.Returns SubZap ID

    Integrate Sub-Zap by Zapier and workflow routing tools to return the participant ID back to the caller.

    Sub-Zap von Zapieror swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

3,4 Millionen Unternehmen vertrauen uns

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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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.

  1. Schritt 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Schritt 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Schritt 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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Smart Charge Amerika

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