1.Captures new push fields
Integrate Zapier Chrome extension and browser capture tools to map incoming fields and create onboarding variables for routing.
Send onboarding link, create client record, notify team
Automatically capture new client submissions across Zapier Chrome extension and onboarding link creation tools. Send onboarding links, create client records, and notify your team with personalized short links when push fields arriveβso you can cut onboarding follow-up, avoid manual data entry, and keep intake tracking current.
How this automation sends onboarding links fast
When new client submissions arrive from the browser, onboarding can stall and teams scramble to prepare access. This automation creates onboarding codes, generates short prefilled links, emails clients, and records each client in Airtableβso your team can move onboarding forward immediately.
Zapier Chrome extensionor swap with your favorite app
2.Derives onboarding code
Integrate Formatter by Zapier and lookup tables to extract first name and derive an onboarding code from tier and percentage.
Formatter by Zapieror swap with your favorite app
3.Creates bitlink short link
Integrate Bitly and URL building to construct the prefilled onboarding form link and return a shortened link.
Bitlyor swap with your favorite app
4.Sends personalized onboarding email
Integrate Microsoft Office 365 and email templates to send an HTML onboarding email with the shortened link and CC recipients.
Microsoft Office 365or swap with your favorite app
5.Creates client record
Integrate Airtable and database tables to create a client row with name, email, onboarding code, short link, and CC recipients.
Airtableor 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
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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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