1.Captures new free trial entries
Integrate Typeform and form workflows to capture each trial signup details to trigger onboarding processing.
Add trial signups to onboarding list and send email
Automatically monitor trial signups from Typeform form submissions across Typeform, Code by Zapier, Webhooks by Zapier, Amazon SES, and Zapier Tables. Send welcome emails and create onboarding records when identities are created or confirmedβso you can onboard each trial without manual follow-up.
How this automation accelerates trial onboarding records
When new free trial form submissions happen, delayed setup can stall onboarding and slow activation. This automation normalizes submission data and verifies identities, so your team can deliver welcome emails without manual follow-upβthen create onboarding records instantly.
Typeformor swap with your favorite app
2.Normalizes contact and subject fields
Integrate Code by Zapier and data transformation tools to normalize subject choices and select the best contact email to prepare email content.
Code by Zapieror swap with your favorite app
3.Requests an identity access token
Integrate Webhooks by Zapier and API auth tools to request an access token from your identity provider to enable secure identity checks.
Webhooks by Zapieror swap with your favorite app
4.Checks identity and creates if missing
Integrate Webhooks by Zapier and identity lookup tools to check for an existing identity by email and create one to return activation details.
5.Sends the templated welcome email
Integrate Amazon SES and email templating tools to send the welcome message with the password or ticket link to deliver onboarding access.
Amazon SESor swap with your favorite app
6.Creates an onboarding record
Integrate Zapier Tables and onboarding data storage to create a new onboarding record to track email, subject booleans, and signup timestamps.
Zapier Tablesor swap with your favorite app
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Explore all onboarding workflow management automations
Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
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Step 1
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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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