1.Captures form submission and fields
Integrate Zapier Forms and form routing tools to capture submission inputs and map core onboarding fields to pipeline variables.
Create onboarding request record from form submissions
Automatically capture form submission created events across Zapier Forms and normalize onboarding request fields. Create and update when submission is received, administrator email is standardized, or plan choice is submittedβso you can transform inputs, create onboarding request records, and send confirmation emails without manual intake.
How this automation creates onboarding request records
When onboarding form submissions land with inconsistent fields, delays can stall account provisioning and license setup. This automation captures submission data, standardizes key values, creates onboarding request records, and sends confirmationsβso your team can provision faster.
Zapier Formsor swap with your favorite app
2.Lowercases administrator email
Integrate Formatter by Zapier and data cleanup tools to lowercase the submitter and admin email value.
Formatter by Zapieror swap with your favorite app
3.Standardizes plan selection
Integrate Formatter by Zapier and mapping tables to translate submitted plan choices into canonical plan codes.
4.Creates onboarding request document
Integrate Firebase / Firestore and request databases to create a new onboarding request record with standardized fields.
Firebase / Firestoreor swap with your favorite app
5.Sends localized confirmation email
Integrate Microsoft Outlook and email delivery tools to send a confirmation email to the standardized admin address.
Microsoft Outlookor swap with your favorite app
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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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