1.Updates invitation status
Integrate monday.com, roster management tools, and onboarding space directories to detect invitation send state changes to start invites.
Invite and assign onboarding spaces for new members
Automatically monitor invitation status changes across monday.com rosters and Circle communities. Create and update invite records and onboarding space assignments when sending is triggered, roles qualify, or roster entries reach the send stateβso you can avoid manual roster updates.
How this automation assigns onboarding spaces faster
When invitation status changes need manual coordination, onboarding access stalls and teams chase updates. This automation filters qualifying roster rows, sends Circle invites, updates monday.com stages, and assigns members to the right onboarding spaceβso you can onboard without delays.
monday.comor swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier and onboarding rules to continue only for qualifying roster rows and role matches to reduce misfires.
Filter by Zapieror swap with your favorite app
3.Invite member to community
Integrate Circle, identity invites tools, and email delivery to send community invitations to add members to the community.
Circleor swap with your favorite app
4.Update invitation and stage
Integrate monday.com and workflow status tools to change invitation to Sent and update the onboarding stage to reflect assignment.
5.Add member to onboarding space
Integrate Circle and onboarding space directories to add the user to the configured onboarding space to complete assignment.
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