1.Detect new form response
Integrate Google Forms and form submission tools to trigger letter creation from new responses.
Send acceptance letter and welcome email to winners
Automatically monitor new form responses across Google Forms, Formatter by Zapier, Google Docs, Gmail, and LeadConnector. Create and update when responses include selected state, fee tier, or submission dateβso you can create pdf letters, send acceptance emails, and add contacts to onboarding campaigns without manual follow-up.
How this automation delivers acceptance letters for faster onboarding
When new form response comes in, delays can stall onboarding and payment follow-up. This automation creates acceptance documents and sends welcome emails and adds contacts to onboarding campaignsβso your team can send letters on time without manual follow-up.
Google Formsor swap with your favorite app
2.Formats submission date and looks up region details
Integrate Formatter by Zapier and lookup tables to format the date and pull regional fee, location, event window, and payment link.
Formatter by Zapieror swap with your favorite app
3.Creates document from acceptance template
Integrate Google Docs and document templating tools to create a new acceptance letter and map fields into placeholders.
Google Docsor swap with your favorite app
4.Exports created document to PDF
Integrate Google Docs and document export tools to export the created letter to a PDF and expose the attachment link.
5.Sends welcome email with PDF attachment
Integrate Gmail and email delivery tools to send the acceptance email with the PDF attached and the payment link included.
Gmailor swap with your favorite app
6.Adds or updates contact in onboarding campaign
Integrate LeadConnector and nurture campaign tools to add the contact, tag by state, and enroll them in the welcome campaign.
LeadConnectoror swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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.
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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