1.Detects new form entry
Integrate Typeform to catch each new-starter submission and normalize it for onboarding follow-through.
Create client records and post onboarding cards from forms
Automatically monitor new-starter form submissions across Typeform, Zapier Tables, ActiveCampaign, Trello, and ABC Trainerize. Create and update onboarding records when form entries arrive, coach selection is provided, or start dates are capturedβso you can provision training accounts, generate onboarding cards, and keep CRM data current without manual onboarding paperwork.
How this automation accelerates your client onboarding
When new-starter form entries are submitted, onboarding work can stall and cards get out of sync. This automation normalizes submissions, looks up trainer assignments, and creates onboarding cards and training accountsβso your team can onboard immediately.
Typeformor swap with your favorite app
2.Normalizes form fields with JavaScript
Integrate Code by Zapier and formatting tools to strip prefixes, split names, and clean email values for contact records.
Code by Zapieror swap with your favorite app
3.Formats submission start date
Integrate Formatter by Zapier and date tools to convert the submission timestamp into a readable start date.
Formatter by Zapieror swap with your favorite app
4.Looks up trainer assignment
Integrate Zapier Tables and table data to match coach selection to a trainer lookup id for downstream mapping.
Zapier Tablesor swap with your favorite app
5.Creates or updates contact
Integrate ActiveCampaign and contact management to create or update the client contact, tags, and custom fields.
ActiveCampaignor swap with your favorite app
6.Creates onboarding and journey cards
Integrate Trello and project boards to create onboarding cards and journey cards with assigned members and dates.
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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