Use Case

Onboarding Automation

Collect information, send documents, get signatures, and route data. All automatically. Perfect for customer, employee, and vendor onboarding.

Types of onboarding workflows

Automate the entire customer onboarding process from intake to activation

Initial intake form → collect contact info, company details, requirements

Generate service agreement → auto-populate with form data

Send for eSignature → customer signs digitally

Process payment → integrate with Stripe or PayPal

Account activation → create account, send welcome email, notify team

Streamline new hire paperwork and provisioning with automated workflows

Personal information form → collect contact, emergency contacts, banking

Tax forms → W-4, state tax forms with eSignature

Company handbook → send handbook PDF for acknowledgment signature

IT provisioning → create email, assign equipment, grant system access

Manager notification → alert manager when onboarding is complete

Qualify and onboard new vendors with compliance documentation

Vendor registration form → collect business info, capabilities, references

W-9 collection → request tax information with eSignature

Insurance verification → upload COI, verify coverage requirements

Compliance review → route to procurement for approval

System setup → add to vendor database, create payment profile

Reduce onboarding time from days to hours. Automated workflows eliminate manual data entry and document routing.

Form data automatically populates documents and flows to your CRM, HRIS, or database. No copy-paste.

Track every step: form submitted, document sent, signature collected, data synced. Full compliance.

Build a form to collect all necessary information. Use conditional logic to show/hide fields based on responses.

Automatically create agreements, contracts, or other documents using data from the form submission.

Route documents for eSignature. Configure signing order (sequential or parallel) and authentication requirements.

Once signed, automatically create records in your CRM, send welcome emails, provision accounts, or trigger other systems.

Track progress in real-time. See who's completed onboarding, who's stuck, and where bottlenecks occur.

Start with a template or build from scratch. Launch in minutes.