1.Monitors new inbound email
Integrate Email by Zapier and email inbox tools to detect new inbound email and start checklist creation.
Create onboarding checklist and alert owner before calls
Automatically monitor new inbound emails to a monitored inbox across email and CRM tools. Create and assign Process Street checklists, retrieve meeting context, and notify the right ownerβso you can avoid manual follow-up and missed calls.
How this automation creates onboarding checklists for calls
When inbound call details arrive but ownership and context stay scattered, onboarding calls get delayed. This automation finds the matching event, creates a Process Street checklist, and sends the owner a Slack message with meeting context and linksβso your team can act fast.
Email by Zapieror swap with your favorite app
2.Finds matching event record
Integrate Salesforce and CRM data tools to locate the matching Event record for account and owner references.
Salesforceor swap with your favorite app
3.Finds event meeting context
Integrate Google Calendar and scheduling tools to retrieve start time, duration, and attendee emails for context.
Google Calendaror swap with your favorite app
4.Creates onboarding checklist
Integrate Process Street and onboarding templates to create the checklist and assign it to the owner email.
Process Streetor swap with your favorite app
5.Looks up notification contact
Integrate Google Sheets and contact directory tools to find the preferred channel or fallback notification details.
Google Sheetsor swap with your favorite app
6.Sends direct owner message
Integrate Slack and messaging tools to send a DM with checklist link, meeting time, and account context.
Slackor swap with your favorite app
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Step 1
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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
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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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