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Check client in Notion, and send intake form via email if not found

Check client in Notion, and send intake form via email if not found

Check your Google Calendar for new events, find existing clients in Notion, and if they’re not listed, send them an intake form via Email by Zapier to gather essential information, ensuring efficient onboarding.

Check client in Notion, and send intake form via email if not found

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Overview

Check your Google Calendar for new events, find existing clients in Notion, and if they’re not listed, send them an intake form via Email by Zapier to gather essential information, ensuring efficient onboarding.

Check client in Notion, and send intake form via email if not found