- User Automation
- User Onboarding
- Automate onboarding updates
Track and update onboarding progress and engagement
This automation category streamlines the entire onboarding journey by automatically capturing, tracking, and updating progress and engagement data across your tools without manual effort. It consolidates status changes, task completions, feedback submissions, and background check results into a single, up-to-date view so teams stay aligned and responsive. By integrating notifications, data syncs, and engagement insights, it ensures timely follow-ups, reduces friction, and enhances new user or employee experiences.
Filter by common apps:
Zapier Tables
Quo
Jotform
Slack
LeadConnector
Iterable
Google Forms
Zendesk
ActiveCampaign
ClickUp
PostgreSQL
Filter by Zapier
Notion
Close
Webhooks by Zapier
Gmail
Delay by Zapier
MailerLite
- Send follow up message via OpenPhone, find client records, and update their status in Zapier Tables
- Capture new Jotform submissions, notify team in Slack, and update opportunities in LeadConnector
Capture new Jotform submissions, notify team in Slack, and update opportunities in LeadConnector
- Capture user responses from Jotform and track events in Iterable
Capture user responses from Jotform and track events in Iterable
- Update Zendesk ticket with details from new Google Forms submission
Update Zendesk ticket with details from new Google Forms submission
- Track client onboarding tasks in ClickUp, and notify team in Slack when status updates occur
Track client onboarding tasks in ClickUp, and notify team in Slack when status updates occur
- Update Notion database when PostgreSQL user score changes
Update Notion database when PostgreSQL user score changes
- Notify endpoint when lead status changes in Close and send data via Webhooks
Notify endpoint when lead status changes in Close and send data via Webhooks
- Notify new hires via email for daily check-ins, and delay for feedback collection
Notify new hires via email for daily check-ins, and delay for feedback collection
- Add new subscribers to MailerLite and update onboarding progress in Notion
Add new subscribers to MailerLite and update onboarding progress in Notion