1.Detects new onboarding emails
Integrate Microsoft Outlook and email intake tools to watch for new onboarding messages and trigger record creation.
Create onboarding records, save attachments, notify team now
Automatically detect new onboarding emails across Microsoft Outlook and Zapier. Create and update intake records, upload attachments to Google Drive, and notify owners so you can reduce manual follow-up.
How this automation speeds up onboarding records
When onboarding emails come in without structured capture, intake gets delayed and files scatter. This automation filters and parses onboarding submissions, creates Zapier Tables records, uploads attachments, and notifies ownersβso your team can onboard faster.
Microsoft Outlookor swap with your favorite app
2.Filters by onboarding subject and sender
Integrate Filter by Zapier and routing rules to continue only for the configured onboarding subject and form sender.
Filter by Zapieror swap with your favorite app
3.Parses email body and PDF links
Integrate Code by Zapier and parsing tools to extract fields like name, email, package type, and the PDF download link.
Code by Zapieror swap with your favorite app
4.Creates intake record in Tables
Integrate Zapier Tables and record storage to create an intake record with contact details and notes.
Zapier Tablesor swap with your favorite app
5.Uploads attachments to intake folder
Integrate Google Drive and document storage tools to upload email attachments and linked PDFs to the intake folder.
Google Driveor swap with your favorite app
6.Sends internal notification email
Integrate Microsoft Outlook and notification tools to send the owner a concise email with record reference and file link.
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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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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