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Send a Typeform link when a Newie customer needs to answer intake questions or provide feedback. Newie starts the Zap and your email app sends the link; a Typeform action is not needed just to deliver the form.

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Prepare the form and choose the timing

Build and publish the form in Typeform. If you want to include known details such as customer name or email, configure URL parameters in Typeform before copying its link. Analytics and tracking tools may read the form’s URL parameters. If you do not want those tools to receive a customer’s name or email, leave those values out of the link. Use Subscription Started to send the form when billing starts, or Payment Paid when it must wait for confirmed payment, including a paid one-off assessment. For preparation before a future start date, use Subscription Created. For an exit survey, use Subscription Ends and filter to the services it applies to. That event also fires when an instalment plan completes, so it does not always mean the customer has canceled.
  1. Connect Newie to Zapier and choose the event for your form.
  2. Filter by the service’s Offering ID. If using Payment Paid for one-time onboarding, add a repeat-action check; renewals and instalments trigger it too.
  3. Use the published Typeform link. If you configured prefill parameters, add the corresponding customer fields from Newie and use Formatter → Text → URL Encode for values containing spaces or special characters.
  4. Add Gmail or your email tool and send the customer the link with a short explanation of what to complete.
  5. Test the email and open its link. Check that it opens the right form and passes the intended values, then turn on the Zap.

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Act on the answers

Create a separate Zap with Typeform as the trigger to send submitted answers to your CRM, spreadsheet or team. Newie cannot be the action app in that response workflow. Last updated: 2026-09-09