1.Detect entry updated
Integrate Cognito Forms and form workflows to watch for an entry updated event and trigger onboarding updates.
Update staff onboarding entries from form updates instantly
Automatically monitor staff form entry updates across Cognito Forms and Zapier Tables. Create and update when entries update, employment status changes, or contact fields changeβso you can match staff rows, refresh onboarding fields, and keep records accurate without manual table updates.
How this automation keeps staff onboarding entries current
When staff form entries change, outdated onboarding records can break downstream payroll and roster decisions. This automation detects entry updates and searches then updates your central onboarding tableβso your team can rely on current staff data.
Cognito Formsor swap with your favorite app
2.Find matching onboarding row
Integrate Zapier Tables and data lookup logic to match the form entry number and select the first qualifying row.
Zapier Tablesor swap with your favorite app
3.Update staff onboarding record
Integrate Zapier Tables and HR data mapping to update name, contact, active flag, and job type fields in your table.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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