1.Captures enrollment row fields
Integrate Smartsheet and spreadsheet mapping tools to map enrollment submission fields to user profile fields.
Create onboarding users from new spreadsheet rows for cohorts
Automatically monitor new worksheet enrollment rows across Smartsheet and Userflow. Create and update when enrollment rows arrive or worksheet rows are added or course tags changeβso you can create onboarding users, retry with helper identifiers, and map course access without manual lookups.
How this automation provisions onboarding users
When new enrollment rows are added in Smartsheet, onboarding requests can stall and coordinators waste time searching records manually. This automation monitors enrollment row submissions and creates or updates onboarding users, then retries with helper-sheet identifiersβso your team provisions access faster.
Smartsheetor swap with your favorite app
2.Creates or updates onboarding user
Integrate Userflow and onboarding profile fields to create or update a user record using email as the identifier.
Userflowor swap with your favorite app
3.Stops when onboarding exists
Integrate Filter by Zapier and error handling logic to continue only when the onboarding identifier is missing or errors occur.
Filter by Zapieror swap with your favorite app
4.Waits 3 minutes before retry
Integrate Delay by Zapier and timing controls to wait 3 minutes before the helper worksheet lookup and retry.
Delay by Zapieror swap with your favorite app
5.Finds helper row by email
Integrate Smartsheet and lookup tables to find a helper worksheet row by source email and pull onboarding identifier values.
6.Retries create or update call
Integrate Userflow and onboarding identifier mapping to retry create or update using the helper identifier.
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