1.Catches new onboarding submission
Integrate Webhooks by Zapier and form capture to receive submission data and extract key onboarding fields.
Send onboarding certificates and reminders to new contacts
Automatically catch new onboarding submissions across Webhooks by Zapier and Superchat. Automatically send certificates and reminders when certificate flags change, submissions arrive, or contacts qualifyβso you can update records, deliver message templates, and schedule follow-up without manual follow-up.
How this automation protects your onboarding follow-up
When new onboarding submission arrives, certificate delivery and reminders can slip, creating avoidable support requests. This automation catches submissions, updates contact records, and sends certificate messages and scheduled remindersβso your team can deliver timely onboarding follow-up.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates matching contacts
Integrate Superchat and contact matching tools to search by email and map submission data to the right contact.
Superchator swap with your favorite app
3.Updates contact certificate status
Integrate Superchat and CRM-style fields to update certificate status and onboarding flags on the contact record.
4.Sends certificate message to phone
Integrate Superchat and certificate templates to send a templated mobile certificate message to the contact phone field.
5.Pauses before sending reminder
Integrate Delay by Zapier and workflow scheduling to pause for the configured interval before the reminder.
Delay by Zapieror swap with your favorite app
6.Sends scheduled reminder template
Integrate Superchat and reminder templates to send the scheduled reminder message using mapped context fields.
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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
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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