1.Detects new form submission
Integrate Motion and form capture tools to extract submission fields and attachments and route them to onboarding intake.
Route proof of address form to onboarding workflow
Automatically monitor new proof of address form submissions across Motion and route the intake automatically. Route proof to onboarding when proof submitted or attachments added or submission IDs repeatβso you can push onboarding payloads, create onboarding records, and update the documentation stage without manual transfer.
How this automation streamlines your proof of address onboarding
When proof-of-address submissions land but documentation details wait for manual transfer, onboarding can stall for project setup. This automation captures form submissions, posts the onboarding payload via webhooks, and creates or updates onboarding recordsβso your team starts with the right documentation.
Motionor swap with your favorite app
2.Posts onboarding payload
Integrate Webhooks by Zapier and onboarding endpoints to map fields into an onboarding payload and include file links.
Webhooks by Zapieror swap with your favorite app
3.Creates or updates onboarding record
Integrate LaunchBay and onboarding record systems to create or update the onboarding record and set the documentation stage.
LaunchBayor 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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