1.Catches incoming onboarding event
Integrate Webhooks by Zapier and request payload handling to map onboarding identifiers and submitter details to workflow variables.
Create missing POC user and notify onboarding team
Automatically catch incoming onboarding events across Webhooks by Zapier and Zapier Tables. Create and update when a POC user does not exist or onboard status needs postingβso you can create missing users, confirm existing users, and notify onboarding steps without manual follow-up.
How this automation creates POC users and confirms onboarding status
When onboarding events arrive without a confirmed point of contact user, teams can get stalled in setup. This automation checks your onboarding IDs, searches for an existing user, and creates users and posts statusβso your team can keep onboarding moving.
Webhooks by Zapieror swap with your favorite app
2.Finds onboarding ID record
Integrate Zapier Tables and onboarding ID tables to query onboarding records and return stored onboarding fields as fallbacks.
Zapier Tablesor swap with your favorite app
3.Posts company-user search request
Integrate Webhooks by Zapier and company user services to search by company identifier and email and capture exists status.
4.Branches on existing user results
Integrate Filter by Zapier and conditional routing logic to continue only when no existing user is found for the payload.
Filter by Zapieror swap with your favorite app
5.Splits name into first and last
Integrate Code by Zapier and name parsing tools to split client display name and prepare first and last name fields.
Code by Zapieror swap with your favorite app
6.Creates new company-user account
Integrate Webhooks by Zapier and user creation services to create a POC user using mapped names, email, and company identifier.
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