1.Monitor new entry submission
Integrate Typeform and form routing tools to detect new trial submissions and start onboarding data capture.
Create trial user record and send welcome email
Automatically create trial user records across Typeform, Zapier Tables, and Webhooks by Zapier when a trial form submission is received, student answers are captured, or a new entry is createdβso you can structure profiles, provision identity access, and issue password link tickets without manual setup. Automatically send the welcome email when a valid primary email is present, so you can start onboarding immediately and follow up consistently.
How this automation accelerates trial onboarding
When trial submissions arrive, delays can stall account setup and leave welcome emails unsent. This automation normalizes fields, creates trial records, provisions identity access and tickets, then sends the starter emailβso your team can onboard users fast.
Typeformor swap with your favorite app
2.Normalize submission fields
Integrate Code by Zapier and data transformation tools to normalize student and parent answers, derive flags, and extract exam-board labels.
Code by Zapieror swap with your favorite app
3.Create trial record
Integrate Zapier Tables and data storage tools to create a structured trial record with email, display name, flags, and timestamps.
Zapier Tablesor swap with your favorite app
4.Provision identity user and ticket
Integrate Webhooks by Zapier and identity provider tools to request an access token, look up users, and create a password-change ticket.
Webhooks by Zapieror swap with your favorite app
5.Update trial record with identity
Integrate Zapier Tables and audit logging tools to write the returned user id and ticket link back into the record.
6.Send welcome email
Integrate Gmail and email templates to send the starter message with the password-change call-to-action link and expiry note.
Gmailor swap with your favorite app
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Explore all account setup & configuration automations
Accelerate account readiness with automated provisioning, access assignment, and configuration updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 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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