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

📝 Automation: Instantly Onboard New Clients from Tally Form to Notion, Google Drive & Slack This automation streamlines the client onboarding process by integrating Tally, Notion, Google Drive, and Slack. When a potential client submits a Tally form, the automation is triggered via a webhook, automatically handling all onboarding steps without manual intervention.

⚙️ How It Works – Step-by-Step Form Submission Triggered A new Tally form submission is received via a webhook.

Client Data Extraction The automation extracts essential client details from the form, including:

-Name

-Email

-Project Type

-Budget

Google Drive Folder Creation A dedicated Google Drive folder is generated using the client’s name and project type for storing onboarding assets.