- Employee Automation
- Employee Onboarding
- Automated onboarding workflows
Facilitate communication and document sharing during the onboarding process
Automation for onboarding streamlines communication and document sharing by connecting form submissions, signature requests, and notifications across multiple platforms without manual intervention. It ensures instant alerts for new hires or contractors, automatically generates and sends personalized documents, and updates task management tools for seamless tracking. This reduces administrative overhead, accelerates processes, and delivers a consistent, professional experience for every new team member.
Filter by common apps:
Cognito Forms
Webhooks by Zapier
Slack
Squarespace Forms
HubSpot
Notion
eSignatures
Dropbox
VSCO Workspace
LeadConnector
Formatter by Zapier
Gmail
Zoho Desk
FreshBooks
Roofr
SignRequest
Filter by Zapier
ClickUp
PandaDoc
Asana
- Capture form submissions, update task details, notify team via Slack
- Create company record in HubSpot and notify team in Slack when onboarding form is submitted
Create company record in HubSpot and notify team in Slack when onboarding form is submitted
- Create contract, generate folder in Dropbox, and upload signed contract from Notion
Create contract, generate folder in Dropbox, and upload signed contract from Notion
- Create or update onboarding opportunity in LeadConnector from new order in VSCO Workspace
Create or update onboarding opportunity in LeadConnector from new order in VSCO Workspace
- Create tickets in Zoho Desk, send emails via Gmail, and format dates from webhooks
Create tickets in Zoho Desk, send emails via Gmail, and format dates from webhooks
- Create job and customer records in Roofr when a new client is added in FreshBooks
Create job and customer records in Roofr when a new client is added in FreshBooks
- Notify new employees and send payroll documents via SignRequest
Notify new employees and send payroll documents via SignRequest
- Create and send contract for new sales representatives in PandaDoc from ClickUp task
Create and send contract for new sales representatives in PandaDoc from ClickUp task
- Create and send onboarding documents in PandaDoc when a tag is added in Asana
Create and send onboarding documents in PandaDoc when a tag is added in Asana