- 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:
HubSpot
Webhooks by Zapier
Formstack
Google Drive
Google Sheets
Squarespace Forms
Slack
Cognito Forms
Formatter by Zapier
Gmail
Zoho Desk
Paperform
AdminPulse
Microsoft Office 365
Tally
Google Docs
Dropbox
forms.app
Freshdesk
- Create onboarding document in Webhooks by Zapier when HubSpot deal stage updates, find company information
- Capture new form submissions, upload support documents to Google Drive, and populate spreadsheets with employee data
Capture new form submissions, upload support documents to Google Drive, and populate spreadsheets with employee data
- 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
- Capture form submissions, update task details, notify team via Slack
Capture form submissions, update task details, notify team via Slack
- 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
- Capture form submissions, create tasks, format dates, and schedule events with Paperform, AdminPulse, Formatter, and Microsoft Office 365
Capture form submissions, create tasks, format dates, and schedule events with Paperform, AdminPulse, Formatter, and Microsoft Office 365
- Process onboarding materials, find associations, update company, and update deal in HubSpot
Process onboarding materials, find associations, update company, and update deal in HubSpot
- Generate onboarding documents in Google Docs, find files in Dropbox, and send via Gmail
Generate onboarding documents in Google Docs, find files in Dropbox, and send via Gmail
- Capture employee information from forms.app and add notes to Freshdesk ticket
Capture employee information from forms.app and add notes to Freshdesk ticket