Onboard a new client from intake to signed in five Zapier steps — on autopilot
Import the Zap in Zapier, connect your Typeform, Notion, Mailchimp, and DocuSign accounts, and every new intake submission triggers a personalized welcome, a signed contract, a fresh onboarding workspace, and a CRM row flipped to in-progress — without a manual handoff.
Secure checkout via Stripe · Instant delivery · Built for Zapier + Typeform + Notion + Mailchimp + DocuSign
Everything in the bundle
What you get when you buy
- Zapier blueprint (Zap format) — five modules: Typeform trigger, Notion Clone Page, Mailchimp Send Campaign, DocuSign Create Envelope, Notion Update CRM record
- Ten named placeholders — [TYPECRED_API_KEY], [DOCUSIGN_INTEGRATION_KEY], [CONTRACT_TEMPLATE_ID], [MAILCHIMP_API_KEY], [MAILCHIMP_AUDIENCE_ID], [SENDER_NAME], [WELCOME_SUBJECT], [NOTION_API_KEY], [ONBOARDING_TEMPLATE_PAGE_ID], [CRM_DATABASE_ID] — listed in the setup guide
- Notion onboarding template — pre-built page blueprint with Brief, Files, Decisions sub-pages, each marked Status = "Awaiting signature" by default so the team filters open onboardings in one click
- Mailchimp welcome template — pre-lettered with the *|FNAME|* and *|COMPANY|* merge tags so personalization works on the first send
- DocuSign contract template — the recipient-role + sign-tab mapping shown inline in the setup guide, with a checklist for which template fields the Zap will fill in
- Step-by-step setup guide — connection walkthrough for Typeform, Notion, Mailchimp, and DocuSign, test-run instructions, recommended Zap history and error-notification toggles
- One-time purchase · Instant delivery · No subscription
One-time purchase
$27
The automation
Five Zapier steps. One signed client.
Each step runs automatically the moment a new intake lands. Together they turn a Typeform submission into a personalized welcome, a signed DocuSign contract, a fresh Notion onboarding workspace, and a CRM row — without a single manual handoff.
The Zapier trigger watches Typeform for a new submission. The moment a new client fills out your intake form — landing page, contact form, or a dedicated onboarding form — the trigger fires and the chain starts within seconds.
⏱ Triggers on Typeform new_submission event
A Notion Clone Page action duplicates your standard onboarding template into a fresh page for the client — pre-populated with company + client name in the title, and the Status set to "Awaiting signature" so the team can filter open onboardings in Notion.
⏱ Runs immediately after the trigger
A Mailchimp Send Campaign action delivers the welcome email to the client’s inbox. Merge tags (*|FNAME|*, *|COMPANY|*) inject the intake data into the subject and body, so the same campaign renders a unique, personalized welcome for every new client.
⏱ Fires within seconds of the workspace clone
A DocuSign Create Envelope action sends the contract pre-addressed to the client, with the recipient role pre-mapped and sign-here tabs positioned from your template. The envelope goes out before the welcome email lands in spam if you ever need to reorder.
⏱ Fires in parallel with the welcome email
A Notion Update Database Item action writes the onboarding page URL and DocuSign envelope ID into the matching CRM row, then flips Status to "Onboarding in progress". One searchable record per client — every team member sees the same picture.
⏱ Runs last, after every other step succeeds
Setup in three steps
From purchase to live in under an hour
Buy & download
Complete checkout and receive the Zap-format blueprint JSON plus the setup guide instantly. The blueprint carries five named modules and the ten placeholder values to swap for live credentials.
Connect Typeform + Notion + Mailchimp + DocuSign
In Zapier, create a new Zap, paste in the blueprint, and connect your four apps using the API keys the setup guide walks you through. Drop your ten placeholder values in, then map the Typeform fields into each subsequent module.
Test & go live
Click Test & Review with a real (or sandbox) intake submission to confirm the chain runs end to end — workspace cloned, welcome sent, envelope created, CRM row updated — then flip the Zap to On.
From operators onboarding clients on autopilot
Onboard clients without the handoff chase.
Solo agencies and service firms who wired this Zap and stopped manually walking new clients through intake, contract, and welcome.
Buyer questions
Before you buy — quick answers
Frequently asked questions
Questions before you buy
Setup & delivery questions
Frequently asked questions
More from the lineup
Pairs well with…
Every Purrly template ships as the same one-time-purchase blueprint model. Build the rest of your stack with the same Typeform, Notion, Mailchimp, and DocuSign connections.
The Make-native sibling — same five-step chain (intake → contract → welcome → CRM), orchestrated in Make instead of Zapier. Pairs naturally if you want to A/B the two platforms side by side.
The other end of the client lifecycle — turns a Stripe charge into the same personalized Mailchimp welcome. Teams running both Zaps wire a full intake-to-payment pipeline on a single Stripe + Notion + Mailchimp stack.
Top-of-funnel companion — captures form-submitted leads into a structured Notion CRM before they become clients. The Make blueprint and this Zapier blueprint share the same Typeform-to-Notion pattern.
The post-onboarding follow-up — a 4-email sequence that turns onboarded clients into long-term subscribers. Pairs naturally with the welcome email this Zap fires on Day 0.
Pairs on the opposite end of the onboarding pipeline — once the contract is signed and the work begins, automated 3/7/14-day invoice reminders keep cash flow predictable without manual chasing.
The downstream operational view — turns brief submissions into rows on a project status board the moment the client onboarding completes. Same Notion + automation philosophy, delivery-side counterpart.
Onboard the next client before you notice the intake.
One-time purchase. Instant delivery. The next Typeform submission fires the chain, the workspace clones, the welcome lands, the envelope goes out, and the CRM row updates — all in the same Zap run.
One-time purchase · Instant delivery · Built for Zapier + Typeform + Notion + Mailchimp + DocuSign