1.Catch Hook and extract metadata
Integrate Webhooks by Zapier and webhook parsing to accept incoming file-upload notifications and expose file metadata for routing.
Advance onboarding checklist instantly for new hire files
Automatically catch file-upload notifications across Webhooks by Zapier and Way We Do. Update SOP progress when file upload webhook fires, parent folder id matches, or file type comes inβso you can complete checklist steps, assign completion ownership, and keep onboarding files in sync without manual follow-up.
How this automation accelerates SOP onboarding progress
When file upload notifications arrive without a tracked SOP mapping, onboarding progress stalls and teams miss deadlines. This automation captures upload metadata, locates the right SOP checklist instance, and marks the correct step completeβso your team gets accurate readiness status fast.
Webhooks by Zapieror swap with your favorite app
2.Find matching onboarding record
Integrate Zapier Tables and lookup logic to search the Zapier Table by parent folder ID and return the onboarding instance reference.
Zapier Tablesor swap with your favorite app
3.Find SOP checklist instance
Integrate Way We Do and data mapping to locate the correct SOP checklist instance from the onboarding instance reference.
Way We Door swap with your favorite app
4.Complete checklist step
Integrate Way We Do and checklist actions to mark the SOP step complete based on file type and store completion notes and owner.
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Simplify SOP upkeep with automated review routing, version tracking, and update alerts
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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