1.Catches scheduling event payloads
Integrate Webhooks by Zapier and webhook routing to parse the incoming payload and extract client identifier and start datetime.
Update client onboarding records with scheduled start date
Automatically process scheduling events across Webhooks by Zapier and Airtable and Google Sheets. Create and update onboarding records when webhook payload arrives, start datetime updates, or client identifiers matchβso you can set scheduled dates, update configured statuses, and log audit rows without manual reporting.
How this automation updates scheduled onboarding records
When scheduling payloads arrive without the onboarding record updated, start dates go out of sync and coordination suffers. This automation finds matching records, updates scheduled dates and statuses, and logs audit rowsβso your team can act on accurate onboarding timing.
Webhooks by Zapieror swap with your favorite app
2.Finds the onboarding record
Integrate Airtable and database lookups to search onboarding records by client identifier and retrieve the matching record.
Airtableor swap with your favorite app
3.Updates scheduled date and status
Integrate Airtable and field mapping tools to update scheduled date and set status to the configured value.
4.Creates an audit tracking row
Integrate Google Sheets and tracking worksheets to create an audit row with timestamp and client identifier.
Google Sheetsor swap with your favorite app
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