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Say goodbye to the repetitive questions and administrative overhead of onboarding a new employee. Built with Zapier, our employee onboarding portal centralizes communication, resources, and tasks in one convenient location. Utilize this template to foster strong relationships with new hires and simplify the onboarding experience.

## Why you should create an employee onboarding portal with Zapier

Craft a transparent, cohesive, and new hire-friendly experience with an onboarding checklist built using Zapier Interfaces, Tables, and Zaps. Seamlessly connect and automate with 6,000+ apps to keep the onboarding process and documents current for each of your new employees. 

## How the template works

Leverage this template to assemble all components of your Employee Onboarding Portal:

- Featuring custom branding with your company name and a kanban board for the new hire checklist
- Implement a Get Help form and customized chatbot offering a new team member a straightforward method to submit queries or requests.
- Organize employee documents, resources, and important information on the Documents page

<iframe width="790px" height="267px" src="/app/canvas/template/employee-onboarding"></iframe>

To begin:

- Click __use template.__
- Directly add items into the Tasks and Documents tables.
- Access the Get Help page to modify form fields, and if desired, implement conditional logic.
- Adjust interface settings for navigation.
- Optionally create managed user accounts for your employees. Then, filter the task-list kanban and documents table to only show items with email = is current user.
- Edit the chatbot instructions and data sources
- Share the interface URL with new hires.

## Who should use this template

This template is designed for HR professionals, team leaders, and anyone involved in the onboarding process. Whether you're part of a fast-growing startup, a large corporation, or a remote team, this automated Employee Onboarding Portal is your solution to enhancing new employee communications, streamlining task management, and delivering a polished, professional onboarding experience.

## Key benefits of this employee onboarding template

- Reduce time spent on administrative tasks, allowing more focus helping team members have a successful onboarding
- Easily link to existing tools you use by creating a Zapier workflow with 6,000+ app integrations.
- Tailor the pages, fields, forms, and chatbot to meet the unique needs and feedback of new hires.

New team member onboarding portal with tasks, resources, and forms with a custom chatbot.

Create a centralized employee onboarding portal with tasks, documents, and a form and AI Chatbot for new team members to get help quickly.

Employee Onboarding Template

New Template

Contact forms make it easy for prospects and customers to get in touch. With this template, you can create and customize a form you can embed on your website or share as a link. Collect only the information that matters to you, and create a system to track submissions and stay on top of contacts.

## Why you should use this template
This template is a simple way to get started with a contact form to easily capture customer information and messages on your website, and automatically store data without having to set up complex tools.

## How this template works
With this template you will create:

- A contact us form and thank you page with Zapier Interfaces
- A table, using Zapier Tables, to store responses
- An automated workflow to send an email when a new message comes in

Zapier Interfaces lets you customize your form, selecting the type of data you want to capture, like simple text fields, date pickers, or file uploads. You can also add custom branding to match your business. 

![Contact Us Form interface homepage](//images.ctfassets.net/0sppvm4cmdq7/7818sDwpx5CFuFTu7Z96kK/3064c9aebce83b1b0fb01c35c69cec38/Screen_Shot_2023-12-06_at_12.06.01_PM.png)

Once you've customized your two pages, personalize your automated workflow by filling out the corresponding fields like your email address, the subject, body, and more. You can have the workflow automatically include submission information from the form in the notification email, making it easier to decide how quickly to respond.

![Mapping email address into subject line](//images.ctfassets.net/0sppvm4cmdq7/6oXsZQtxH9EtlXYOpoSeKC/042e1611f4dcec14cb53cb3513a9985f/Screen_Shot_2023-12-06_at_12.09.52_PM.png)

Then, whenever  someone fills out the form, the configured workflow will automatically send you an email notification. When you're ready to share your form, simply share the interface URL or embed the form with embed code.

## Who is this template for?
Small business owners, customer support teams, or anyone who wants an easy way for customers to get in touch will be able to use this template to create a channel for customer communication with built-in automation.


Easily receive new messages from customers and automatically get notified of new submissions.


Easily receive new messages from customers through this contact form and be notified by email when it happens.

Contact us form template

Contact Us Form Template

Create and customize an online lead capture tool that you can embed on your website or share as a public link on a landing page. Easily collect essential information such as first names, last names, email addresses, and additional notes from your prospective clients. All of the data collected from the form is automatically stored in a Zapier table, keeping all of your lead information in one place. With added automated workflows, you can even email your new leads from the table.

## Why you should create an automated lead capture form with Zapier

Zapier's lead capture system is the perfect starting place to speed up your lead collection process. Use our template to:

- Quickly set up a form to capture leads
- Have lead information automatically stored without configuring complex workflows
- Easily email new leads without extra steps

## How this digital lead capture system works

<iframe width="790px" height="267px" src="/app/canvas/template/lead-capture"></iframe>

The template allows you to set up a system featuring two simple pages built with Zapier Interfaces, one Zapier table, and two Zaps.

The two pages, a **Contact Us** page and a **Thank You** page, can be customized by selecting the type of data you want to capture—from simple text fields to date pickers to file uploads. You're also able to add custom branding, so your pages match your website.

![Lead capture template connected Zaps and Tables](//images.ctfassets.net/0sppvm4cmdq7/7cTNdbyBLFL40kMxB3rWuJ/1f7bc1366cb01ebb60a377c636180ff6/f83b1e9461be5d83402deda65d0e0052.png)

Once you've created your **Contact Us** page and customized your form, simply share the interface URL or embed the form on your site using the provided embed code. After completing the form, information will be automatically stored in your Zapier table and your leads will be directed to your **Thank You** page.

When setting up your system, you'll also configure two Zaps. One automatically sends you an email notification with the new lead's contact information and a link to the Zapier table where you can see all the responses. The second allows you to automatically send emails to your new leads from within the table, by simply clicking a button.

![Lead capture table send email button](//images.ctfassets.net/0sppvm4cmdq7/4BVRi3K1bgmq2r8EfinSy2/a5c0bcc0b55589347c32b97bec3b0fc3/3daa99ec02fe9742390f3c764e48fc88.png)

## Who will benefit from this lead capture system?
Small business owners, marketing operations specialists, or anyone running marketing for a small team, will find this system helpful. You can quickly create a lead capture form to increase your speed-to-lead time and centralize outreach.


Easily capture new leads and email them from within the connected table.


Easily capture new leads with email notifications and the ability to send an email to each lead from within the connected table. .

Lead capture template

Lead Capture Template

Automation inspiration

automate-no-code-app-builder-00-hero

Your custom apps are only as powerful as they are efficient. Thankfully, there's also a no-code way to connect your app with the rest of your tech stack: automation.

6 ways to automate your no-code app builder | Zapier

6 ways to automate your no-code app builder

Automate your database workflows by creating a new record in Caspio whenever another record is added. This integration helps you streamline processes like duplicating entries, generating related records, or maintaining linked tables effortlessly.

Caspio is a cloud platform for creating custom database applications fast and without coding.

Caspio

Triggers when a record in your chosen table is deleted.

Deleted Record

Triggers when a new record is added to your chosen table.

New Record

Triggers when a record in your chosen table is modified.

Updated Record

Create a new record in your chosen table.

Create new records in Caspio for new records in Caspio

Stay organized and efficient with this smart workflow. When a new record is added in Zengine, this automation instantly creates an additional new record in Zengine, eliminating manual data re-entry. It's a streamlined way to ensure your records stay consistent and up to date, enhancing your productivity and saving time for what matters most.

Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through the entire program lifecycle—providing tailored workflows, engaging experiences, and impact analysis to mission-driven organizations.

Zengine

New Event

Triggers when a new record is added to a form of your choice.

New Task

Triggers when any record is updated in a form of your choice.

Find Record

Find or Create

New Comment

Delete Record

Update Record

Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.

Upload File to Field

Create and manage new records in Zengine when new records are added to Zengine

Simplify your app workflows by automatically creating a new record in Adalo whenever a new record is added. This workflow is perfect for duplicating data, generating related entries, or keeping your app’s data structure consistent without manual effort.

Adalo is a platform where anyone can create apps without code.

Adalo

Triggered when a new record is added to an Adalo app collection.

Triggered when a record is modified in an Adalo app collection.

Creates a new record in an Adalo app collection.

Create Record

Updates a Record in an Adalo app collection.

Create new records in Adalo for new records in Adalo

Automate your app processes in Bubble by creating a new Thing whenever a workflow trigger is activated. This integration helps streamline data creation and ensures your app stays dynamic and responsive to user actions.

Bubble is a visual programming platform to build web apps without code.

Bubble

Triggers when a Bubble workflow including the plugin action is kicked off.

New Workflow Trigger Event

Find a Bubble Thing

Create Thing

Modify Thing

Trigger API Workflow

Create Things in Bubble for new workflow triggers in Bubble

Simplify record management in Stacker by automatically editing a record whenever an action button is clicked. That way, your records stay up-to-date based on user interactions.

Stacker gives you the simplicity of a spreadsheet but the power of a development team.

Stacker

Triggers when a user clicks on an action button.

Action Button Clicked

Triggers when a new record appears is created within Stacker.

Record Created

Triggers when a record is deleted within Stacker.

Record Deleted

Triggers when a new record is edited within Stacker.

Record Edited

Search Record

Create New Record

Edit Record

Edit Stacker records for action button clicks in Stacker

Manage Adalo records without leaving your spreadsheet! This Zap makes it possible. Whenever a new row is added to a specified Google Sheets spreadsheet, this integration will automatically create a corresponding record in a collection in your Adalo app database.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Add Adalo records from new Google Sheets spreadsheet rows

Simplify your data management by seamlessly connecting Google Sheets and Adalo. With this workflow, every new or updated row in your Google Sheets spreadsheet will turn into a new record in Adalo, streamlining your app development and saving you time. Stay organized and keep your app data up-to-date with this easy-to-use automation.

Create Adalo records for new or updated Google Sheets rows

Keep your Google Sheets and Bubble app in sync effortlessly with this seamless workflow. Whenever there's a new or updated row in your Google Sheets, a Thing will be created in the Bubble app. This automation helps you maintain accurate information across both platforms, saving you time and reducing manual data entry.

Create things in Bubble from new or updated rows in Google Sheets

Find yourself spending too much time adding users to your Softr app by hand? Now with the help of Zapier, the tedious work is done for you. This integration will add every new Airtable record to Softr app as a new user, saving you time for more important work.

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Airtable

Triggers when a new record is created or new or existing records when first added to a selected view.

Triggers when a record is created or updated.

New or Updated Record

Find Many Records (Advanced)

Find or Create Record(s) (With Line Item Support)

Find or Create Record

Creates a new record with auto-populating fields.

Create up to 10 new records (supports line items).

Create Records (Advanced)

Find and update an existing record, or create a new one.

Create or Update Record

Softr is a no-code platform to build customer portals and internal tools powered by Airtable or Google Sheets.

Softr

Creates a user inside the specified Softr app in your account.

Create User

Deletes a user from the specified Softr app.

Delete User

Create Softr app users for new Airtable records

Effortlessly maintain your records in Kintone by utilizing this automation to add new spreadsheet rows in Google Sheets. With this workflow, each time a new row is added to your specified Google Sheets spreadsheet, a corresponding record will be created in your Kintone app. Focus on more important tasks while this seamless integration keeps your data management up-to-date.

kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.

Kintone

Adds a new comment into 1 record of an app.

Add Comment

Updates details of 1 record of an app by specifying its record number.

Update Record by Record ID

Updates details of 1 record in an app by specifying a unique key.

Update Record by Update Key

Updates the Status of 1 record of an app.

Update Status

Create Kintone records from new Google Sheets rows

Effortlessly manage your Passion.io orders whenever a Stripe checkout session is completed with this seamless workflow. Upon successful payment, a new order will be created in your Passion.io app, streamlining your sales and order management process. This time-saving automation enhances your efficiency and ensures you can focus on delivering great content to your clients.

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Stripe

Triggers when a subscription is canceled (by a subscriber or due to end of billing period).

Canceled Subscription

Triggers when a checkout session is completed.

Checkout Session Completed

Failed Payment

Invoice Payment Failed

New Charge

New Customer

Triggers when a customer disputes a charge.

New Dispute

Triggers when a customer is signed up for a new plan.

New Subscription

Triggers when a new event like a dispute, subscription, or transfer is added.

Triggers when a new invoice is created (supports line items).

New Invoice

Triggers when a new invoice item is created.

New Invoice Item

Triggers on a new invoice. You can filter based on the invoice's status. (supports line items)

Triggers when a new payment is completed.

New Payment

Triggers when a new payment link is created.

New Payment Link

Triggers when a charge is refunded, including partial refunds.

New Refund

Triggers when a customer subscription has changed.

Updated Subscription

Finds the account balance for your stripe account

Find Account Balance

Finds an existing charge by its Stripe ID.

6 ways to automate your no-code app builder

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