1.Detect new spreadsheet row
Integrate Google Sheets and sheet tools to capture new worksheet row data and start onboarding processing.
Send onboarding message and create contact from sheet
Automatically turn new Google Sheets rows into outbound onboarding chats across Google Sheets, Zapier Filter, Formatter by Zapier, SOLAPI, and Google Contacts. Create a contact and send the onboarding message when new row added, required fields appear, or qualifying status matchesβso you can follow up without manual copy/paste.
How this automation accelerates customer onboarding
When a new spreadsheet row is added, delays can slow welcome follow-up and leave coordinators copying and pasting data. This automation monitors new rows and filters and formats them, then sends onboarding messages and creates contact recordsβso your team can act immediately.
Google Sheetsor swap with your favorite app
2.Filters rows for qualification
Integrate Filter by Zapier and data validation tools to continue only for qualifying rows to send onboarding messages.
Filter by Zapieror swap with your favorite app
3.Normalizes phone number
Integrate Formatter by Zapier and phone validation tools to format the recipient phone and map it for delivery.
Formatter by Zapieror swap with your favorite app
4.Sends onboarding message
Integrate SOLAPI and messaging templates to send the templated chat or SMS message and deliver it to the recipient phone.
SOLAPIor swap with your favorite app
5.Creates new contact record
Integrate Google Contacts and contact enrichment tools to create a contact record and log that onboarding was sent.
Google Contactsor 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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