1.Detects intake form submission
Integrate Zapier Forms and intake field mapping to start the onboarding reminder workflow from a new form submission.
Send two-day onboarding reminder email and SMS to clients
Automatically detect onboarding form submissions across Zapier Forms and Zapier Tables. Send email and SMS reminders when intake is submitted, client records are found, or documents remain unsignedβso you can pause follow-up, deliver reminders, and reduce chasing paperwork without manual follow-up.
How this automation accelerates client onboarding
When a new intake form is created, delays can stall document signings and slow onboarding. This automation waits, finds client records, and sends reminder emails and SMSβso your team can reduce manual follow-up and improve turnaround times.
Zapier Formsor swap with your favorite app
2.Pauses for 2 days
Integrate Delay by Zapier and scheduling controls to hold reminders for a two day follow up window.
Delay by Zapieror swap with your favorite app
3.Finds client and case records
Integrate Zapier Tables and record matching to locate the client and case using mapped case and client identifiers.
Zapier Tablesor swap with your favorite app
4.Sends templated reminder email
Integrate SMTP by Zapier and email templates to deliver a reminder with a case reference and document call to action.
SMTP by Zapieror swap with your favorite app
5.Sends conditional SMS reminder
Integrate ClickSend SMS and messaging rules to send a short text only when a valid phone number exists.
ClickSend SMSor 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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