1.Monitors new or updated user
Integrate Zendesk and onboarding records to detect profile creation changes for later hire-date and tenure flagging.
Set agent hire date and tenure flags in profile
Automatically monitor new or updated user profiles across Zendesk. Set and clear hire-date and 30, 60, and 90-day agent tenure flags so you can keep onboarding documentation accurate without manual follow-up.
How this automation updates your onboarding milestones
When new hires show up in Zendesk without consistent tenure tracking, onboarding coordinators waste time chasing dates. This automation filters staff roles, formats hire dates, updates Zendesk user profiles, and clears milestone flags automaticallyβso your process stays on track.
Zendeskor swap with your favorite app
2.Filters staff and admin roles
Integrate Filter by Zapier and role checks to continue only when the user role field indicates agent or admin.
Filter by Zapieror swap with your favorite app
3.Formats the hire date
Integrate Formatter by Zapier and date formatting to split the source timestamp and map it to DD-MM-YYYY.
Formatter by Zapieror swap with your favorite app
4.Updates user profile and flags
Integrate Zendesk and profile fields to write hire date and set 30 60 90-day milestone flags to true.
5.Waits 30 days before clearing
Integrate Delay by Zapier and scheduling to pause for 30 days before clearing the next milestone flag.
Delay by Zapieror swap with your favorite app
6.Clears the milestone flag
Integrate Zendesk and profile fields to clear the 30-day milestone flag on the matched Zendesk user ID after the delay.
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