1.Detect completed onboarding activity
Integrate Close and data mapping tools to retrieve the completed activity, related lead, and user, and to map timestamps and owner fields.
Create time-blocked launch, prep, and testing calendar events
Automatically monitors completed onboarding activity across Close and Google Calendar. Create and update time-blocked launch, list cleaning, test, and build events when onboarding completes or custom activity completes or campaigns activateβso you can schedule sessions, assign attendees, and keep the team calendar current without manual scheduling.
How this automation creates time-blocked calendar events
When completed onboarding activities land in separate systems, launch plans slip and the team misses testing windows. This automation finds the activity and lead, calculates business-day adjusted start and end times, and creates detailed Google Calendar eventsβso your team stays aligned without chase.
Closeor swap with your favorite app
2.Build start times for sessions
Integrate Formatter by Zapier and datetime tools to map activity datetime to static offsets and generate intended session start time candidates.
Formatter by Zapieror swap with your favorite app
3.Adjust for business days
Integrate Code by Zapier and business-day logic to roll dates off weekends and holidays and return previous business-day ISO datetimes.
Code by Zapieror swap with your favorite app
4.Format timezone and end times
Integrate Formatter by Zapier and timezone tools to apply the team timezone and add duration math for end datetime results.
5.Create detailed team events
Integrate Google Calendar and calendar planning tools to create events with start and end, summaries, and attendee mapping on the team calendar.
Google Calendaror swap with your favorite app
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Simplify internal event execution with automated RSVP tracking, calendar updates, and task routing
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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