- 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:
Trello
Moxo
HubSpot
Close
Formatter by Zapier
Airtable
Skool
Google Sheets
Filter by Zapier
PostgreSQL
Intercom
Jotform
Iterable
Trainual
Pipedrive
- Start onboarding workflow in Moxo when Trello card is due
- Update onboarding progress in HubSpot from Moxo flow updates
Update onboarding progress in HubSpot from Moxo flow updates
- Track missed onboarding calls, format data, and update records in Airtable
Track missed onboarding calls, format data, and update records in Airtable
- Capture membership responses in Google Sheets, create new row, lookup existing row, and update details
Capture membership responses in Google Sheets, create new row, lookup existing row, and update details
- Update ticket status in HubSpot when onboarding call is booked
Update ticket status in HubSpot when onboarding call is booked
- Update user onboarding information in Intercom from PostgreSQL changes
Update user onboarding information in Intercom from PostgreSQL changes
- Capture user responses from Jotform and track events in Iterable
Capture user responses from Jotform and track events in Iterable
- Notify stakeholders when training subject is completed, and update onboarding ticket in HubSpot
Notify stakeholders when training subject is completed, and update onboarding ticket in HubSpot
- Move deal to pending decision stage in Pipedrive when activity matches filter
Move deal to pending decision stage in Pipedrive when activity matches filter