1.Captures new-hire form submission
Integrate Fillout Forms and form intake tools to map submission fields for onboarding and payroll ticket creation.
Create new employee setup ticket and task list
Automatically monitor new Fillout Forms submissions across HR operations tools. Create and update a payroll setup workflow when new-hire data arrives, employer codes match, or missing payroll details are detectedβso you can create a ticket, enrich context, and generate an onboarding task list without manual paperwork.
How this automation creates ready-to-run onboarding
When new-hire intake data sits in forms without follow-up, payroll setup and onboarding can stall. This automation captures Fillout Forms submissions, enriches them with employer context, and then creates Zoho Desk ticketing and ClickUp onboarding tasksβso your team can move faster with fewer gaps.
Fillout Formsor swap with your favorite app
2.Looks up employer record
Integrate Zapier Tables and data lookup tools to find the employer by employer code and pull contact context.
Zapier Tablesor swap with your favorite app
3.Creates payroll setup ticket
Integrate Zoho Desk and HR case management tools to create a ticket with subject, description, and assignment details.
Zoho Deskor swap with your favorite app
4.Adds comment and sends reply
Integrate Zoho Desk and messaging tools to add triage notes and request any missing payroll details from the requester.
5.Creates onboarding task list
Integrate ClickUp and project task tools to provision an onboarding list using the ticket due date as the project end.
ClickUpor swap with your favorite app
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Step 1
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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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