Automate Your Client Onboarding Process with Make and Zapier
Zach Gullett
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Posted Jan 6, 2025
In these two videos, I walk through how you can automate your client onboarding process with Make and Zapier.
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In these two videos, I walk through how you can automate your client onboarding process with Make and Zapier. Both workflows are triggered by a new Google Form response, which then creates a new Google Drive folder to hold client files, a Google Doc file to store the Google Form response in the client folder, and a Slack message to notify your team that a new client has filled out the form.
Make version:
Zapier Version: