1.Detect button clicked
Integrate Zapier Tables to capture onboarding kickoff clicks and start record matching for the pre-kickoff update.
Update onboarding record to pre-kickoff on button click
Automatically detect kickoff button clicks across Zapier Tables onboarding rows. Update your master onboarding stage to pre-kickoff when the current state is empty, so coordinators can start prep and avoid manual stage updates, record matching, and follow-up paperwork.
How this automation updates pre-kickoff stages
When a kickoff button gets pressed but the pre-kickoff stage stays unset, onboarding prep can stall and coordinators miss timing. This automation finds the matching master onboarding record and filters to only empty states, then updates the pre-kickoff stage so your team can start prep faster.
Zapier Tablesor swap with your favorite app
2.Find matching master onboarding record
Integrate Zapier Tables to look up the master onboarding entry by cohort or reference and return the record id.
3.Continue only when state is empty
Integrate Filter by Zapier to allow updates only when state or stage is empty and an initial state is needed.
Filter by Zapieror swap with your favorite app
4.Update master onboarding to pre-kickoff
Integrate Zapier Tables and workflow fields to update the configured state stage value and map owner or date references.
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