Automate Client Onboarding Process

“This Zap/Automation process will log your new clients, after their onboarding form is submitted, into your Client Database on Notion. It will also automatically send a welcome email, and their contract to be signed.”

created by Audrey

This Zap uses the private app Docusign (1.3.11).

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.

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How Zapier works (57 sec)

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This Zap works in 4 steps …

2 minutes to set up
Get back 1.2 hrs /week
5 people use this app pairing

This Zap uses the following 4 apps

Tally
The simplest way to create beautiful forms and surveys, for free.
Notion
A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Docusign (1.3.11)
This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.

More ways to use these popular apps!

Check out all the other ways you can connect Tally and Notion.