1.Detects new form response
Integrate Tally and form processing tools to capture new hire submission details for onboarding routing.
Send new hire notifications and reminders to stakeholders
Automatically monitor new hire form responses across Tally. Send onboarding email reminders, create day-before calendar events, and log people manager entries when new hire form submissions, job category matches, or start date details landβso you can protect onboarding timelines, reduce manual follow-up, and keep stakeholders aligned without manual follow-up.
How this automation prepares your onboarding stakeholders
When new hire form submissions arrive without department context, reminders can go out late and stakeholders miss key details. This automation finds the right department, formats dates, sends onboarding emails, creates day-before calendar events, and logs people manager entriesβso your team can prepare everyone on time.
Tallyor swap with your favorite app
2.Finds department record
Integrate Zapier Tables and lookup systems to match job category to the right department record for onboarding.
Zapier Tablesor swap with your favorite app
3.Formats start and reminder dates
Integrate Formatter by Zapier and date tools to standardize the start date and compute the day-before reminder date.
Formatter by Zapieror swap with your favorite app
4.Sends department onboarding email
Integrate Gmail and email templates to send department-specific onboarding messages to stakeholder lists.
Gmailor swap with your favorite app
5.Creates day-before calendar event
Integrate Google Calendar and scheduling tools to create an all-day event and invite configured attendees.
Google Calendaror swap with your favorite app
6.Creates people manager row
Integrate Google Sheets and spreadsheet tools to add a manager entry when the submission indicates leadership responsibility.
Google Sheetsor swap with your favorite app
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Accelerate onboarding paperwork with automated document collection, signature routing, and file organization
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
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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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