1.Detects new form entry
Integrate Typeform and data capture tools to pass raw name and email fields to the next step.
Create client contact and onboarding card from form
Automatically monitor Typeform new entry submissions across Typeform and ActiveCampaign. Create client contacts, generate onboarding cards, and send signature envelopes when templates existβso you can protect onboarding data accuracy, avoid delays, and skip manual cleanup.
How this automation accelerates onboarding cards
When new starter form submissions arrive, onboarding teams often struggle to keep contacts, tags, and next steps aligned. This automation normalizes submission data, upserts contacts, and creates onboarding cards and signature envelopesβso your team can launch onboarding faster.
Typeformor swap with your favorite app
2.Normalizes contact data
Integrate Code by Zapier and data cleaning tools to format names and normalize email for downstream lookups.
Code by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate ActiveCampaign and CRM tagging tools to upsert contacts and add client and source tags from the submission.
ActiveCampaignor swap with your favorite app
4.Looks up and sends template
Integrate Zapier Tables and DocuSign to find the contract template and send a signature envelope only when one is returned.
Docusignor swap with your favorite app
5.Creates onboarding card and links it
Integrate Trello and ActiveCampaign to create the onboarding card and update the contact with the card link or ID.
Trelloor 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
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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