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Client onboarding automation: Tally Forms to Google Drive, Notion & Slack

crmclient-onboardingagencytallygoogle-drivenotionslack•
Tally
Webhook
Google Drive
Notion
Slack
Tally

New form submission

Webhook

Receive payload

Google Drive

Create client folder

Notion

Create project record

Slack

Notify team

Overview

This workflow standardizes client onboarding from a form submission. It creates the project record and workspace so delivery can start immediately.

Product Specs

  • Triggers on Tally form submission (webhook)
  • Extracts client details (name, email, project type, budget)
  • Creates a dedicated Google Drive folder
  • Creates a Notion database entry with project info and folder link
  • Sends a Slack notification to the delivery channel

Pipeline Description

A Tally submission arrives via Webhook. The workflow extracts client fields, creates a Drive folder, writes a Notion record including the folder URL, and posts a Slack message with the onboarding details.