Proof of results
⚡
22-step Zapier workflow, successfully executed
Multi-path automation with a Typeform trigger, Filter by Zapier, Formatter (Date/Time), Google Drive folder creation, Google Sheets row, and a 4-way Paths split — each path independently running Trello, Gmail, and Slack steps.
Steps 1–6: Trigger → Filter → Format → Drive → Sheets → Split
Path A–C: Condition rules (did not run — tier filter)
Path D (Copy 2: Path B): All 3 outputs fired successfully
📊
Client Onboarding Pipeline — live spreadsheet tracker
Every submission auto-populates a structured row in Google Sheets with all client data and a status of "Onboarding".
Columns: Timestamp, Client Name, Email, Service, Start Date, Drive Folder Link, Status
Client: Mark Bayucot · mkb@gmail.com · Full Package · 2026-06-30
Drive Folder Link auto-populated from previous step output
Status set to "Onboarding" automatically
✉️
Personalized welcome email sent via Gmail
Subject: "Welcome aboard, Mark Bayucot! Here's what happens next 🎉" — sent automatically with a fully personalized body.
Project Details: Name, Company, Service, Budget, Start Date
Direct link to their Google Drive project folder
4-step next-steps checklist included
Budget field: $3,000+ (pulled from Typeform response)
🃏
Trello card auto-created in "New Clients" column
The Client Onboarding Trello board now has a card for Mark Bayucot — ready to be moved through the pipeline stages.
Board: Client Onboarding Trello
Columns: New Clients → In Progress → Kick-off Scheduled → Onboarded → On Hold
3 cards created from 3 Zap test runs (all for Mark Bayucot)
Card includes client label color-coding
💬
Structured Slack alert in #client-onboarding channel
The team is notified instantly with a rich message containing all client details and a priority action prompt.
Channel: #client-onboarding · Workspace: Marky
Name, Company, Email, Budget, Start Date, Project Details
Drive Folder link embedded in message
Action prompt: "Assign a dedicated team member and schedule kick-off call ASAP!"
