What does this Typeform automation do?
A completed Typeform intake creates a client project from your onboarding template.
What can you do with it?
- Create the workspace before kickoff
- Reuse the same onboarding checklist
- Carry intake answers into the project
The Steps
This automation runs in 2 steps:
- When Typeform — New Submission
- Then Taskade — Create Project From Template
Who is this automation for?
Built for agencies and professional services teams. A completed Typeform intake creates a client project from your onboarding template.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Submission" from Typeform.
- Add the action "Create Project From Template" from Taskade.
- Connect your Typeform account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.