[TRIGGER]

** Based on what you’ve shared, here’s a streamlined system I suggest to help automate your tenant onboarding more efficiently:

1. Google Form Submission → Trello Card Creation Once a tenant submits the Google Form, their information will automatically generate a card on your onboarding Trello board. Zapier will handle the connection between the Google Form and Trello.

2. Checklist Management + Stage Mapping Each card will include checklist items representing the entire onboarding process — not just individual steps. That way, all the stages a tenant needs to complete will be clearly laid out in one place.

3. Automatic Card Movement Based on Progress When all checklist items under a particular stage are completed, the Trello card will automatically move to the next stage — such as from “Initial Contact” to “Document Review” — continuing all the way to the “Completed” stage once payment is verified.

4. Slack Notifications to Keep the Team in Sync Whenever a card advances to the next stage or a checklist is finished, a Slack notification will be triggered to a team member or channel. This ensures everyone stays updated without having to constantly check Trello.

The result is a seamless, automated workflow that takes tenants from first contact to final confirmation — with your team getting real-time updates and no manual chasing.

If that sounds helpful, I’d be happy to assist with getting it all set up using Zapier, Trello, and Slack in a budget-friendly way.**