1.Detects new project
Integrate Aisle Planner and onboarding workflow inputs to detect new project clients and start the sequence.
Send onboarding welcome sequence to new project clients
Automatically monitor new project submissions across Aisle Planner and Gmail. Get onboarding emails and coordinator reminders when new project created or client tier matches or onboarding startsβso you can stage email records, notify owners, and send welcome and follow-ups without manual coordination.
How this automation accelerates your follow-up
When a new project gets created, delayed outreach can hurt first impressions. This automation creates a staged email record and sends internal and client emails with a timed follow-upβso your team can welcome clients at the right moment.
Aisle Planneror swap with your favorite app
2.Creates staged email record
Integrate Zapier Tables and data mapping to create a staged email record with subject and personalization fields.
Zapier Tablesor swap with your favorite app
3.Sends internal reminder email
Integrate Gmail and email delivery to send an internal reminder with the Zapier Tables record link and project summary.
Gmailor swap with your favorite app
4.Sends client welcome email
Integrate Gmail and shared drive access to send the first client welcome message from table fields.
5.Delays for follow-up interval
Integrate Delay by Zapier and scheduling tools to wait the configured period before the next message.
Delay by Zapieror swap with your favorite app
6.Sends client follow-up email
Integrate Gmail and email delivery to send the follow-up message from table fields and archive the staging record.
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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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