1.Monitors issue updates
Integrate Jira Software Cloud to use the issue payload and start step lookups for checklist progress.
Complete onboarding checklist step when issue status changes
Automatically monitor issue updates across Jira Software Cloud and Way We Do for onboarding status movement. Create and update when checklist instances qualify and SOP steps can be completedβso you can mark progress, reduce delays, and keep procedure accuracy without manual checklist follow-up.
How this automation protects SOP progress accuracy
When Jira issues update and onboarding status is reached, manual tracking can cause procedure drift. This automation filters qualifying records and completes the matching SOP checklist stepβso your team can keep onboarding progress accurate.
Jira Software Cloudor swap with your favorite app
2.Filters qualifying checklist instances
Integrate Filter by Zapier to continue only when the checklist instance identifier and onboarding criteria match.
Filter by Zapieror swap with your favorite app
3.Finds the matching checklist step
Integrate Way We Do to map procedure and checklist instance identifiers and locate the matching step.
Way We Door swap with your favorite app
4.Completes the SOP checklist step
Integrate Way We Do to mark the found step complete as the configured SOP user and reflect progress.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Google Drive, Formatter by Zapier, Google Sheets, Zapier TablesSwap with your favorite apps.
Add new SOP files to central training directory
Your Drive SOPs arrive untracked, so admins miss updates and instructors may use outdated procedures. It logs new SOPs to a central directory and training table so instructors get access same day.
- Apps: JobTread, Sub-Zap by Zapier, Code by Zapier, Filter by ZapierSwap with your favorite apps.
Add sales task templates to new job records
Your new jobs often miss sales task lists, leaving project leads without clear handoff steps and delaying starts. Add standard sales task templates to jobs so teams mobilize with clear steps same day.
- Apps: Webhooks by Zapier, Zapier Tables, Way We DoSwap with your favorite apps.
Advance onboarding checklist instantly for new hire files
Your onboarding file uploads don't update SOP instances, leaving HR unsure of document status and delaying handoffs. Advance checklist steps automatically so coordinators see progress the same day.
- Apps: Webhooks by Zapier, Zapier Tables, Way We DoSwap with your favorite apps.
Complete onboarding checklist steps when files are uploaded
Your onboarding folders get candidate files with no context, leaving HR and IT unable to progress checklist steps for new hires. Automatically complete the correct SOP steps so setups finish same day.
- Apps: Notion, Asana, Zapier Tables, SlackSwap with your favorite apps.
Create and assign tasks from SOP updates to owners
Your SOP pages change without an assigned task, leaving process owners unsure and delaying rollouts. It updates or creates the matching task and notifies the owner so work continues, usually within minutes.
- Apps: Asana, Google Docs, Microsoft TeamsSwap with your favorite apps.
Create and update SOP documents from updated tasks
Your SOP task updates often leave procedure docs out of date and hard to find. Keep SOP docs current and linked to the task so reps and managers have the latest procedure ahead of rollouts.
- Apps: CompanyCam, Filter by ZapierSwap with your favorite apps.
Create carpet installation checklist for new site projects
When new site projects lack a standard checklist, crews miss inspections and documentation at handoff. The checklist is added automatically so teams have pre-install guidance on day one.
- Apps: Schedule by Zapier, Google Sheets, Zapier Tables, ChatGPT (OpenAI), Google DocsSwap with your favorite apps.
Create consolidated SOPs from daily support ticket batches
Your support tickets lack consolidated resolution guidance, leaving agents to repeat work and slow responses. Get concise SOPs for agents that cover issue families and improve replies same day.
- Apps: Jira Software Cloud, Way We Do, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Create offboarding checklist and link ticket to SOP
Your termination tickets lack a linked SOP checklist, causing manual handoffs and missed IT steps. The checklist is started and linked automatically so provisioning and HR complete actions same day.
- Apps: Salesforce, Formatter by Zapier, Google Drive, Google DocsSwap with your favorite apps.
Create onboarding SOP in customer folder after handover
Your handover cases lack a standard SOP, leaving operations without clear next steps. The workflow creates a populated SOP in the customer's folder so onboarding can start same day.
- Apps: Coda, Zapier Tables, Code by Zapier, Filter by Zapier, Webhooks by Zapier, Microsoft TeamsSwap with your favorite apps.
Create or update work items from SOP updates
Your SOP rows leave approvers and owners disconnected, causing manual triage and missed review context. It updates work items and posts team notifications so staff act same day.
- View all
Explore all SOP management automations
Simplify SOP upkeep with automated review routing, version tracking, and update alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.