1.Catches portal submission hook
Integrate Webhooks by Zapier and hr form intake tools to receive the portal payload and extract employee, dates, reason, and half-day details to trigger request setup.
Create leave request records from portal submission forms
Automatically catch portal submission payloads across Webhooks by Zapier and Salesforce. Create and update holiday request records when portal submissions arrive, start dates are submitted, or half day flags are setβso you can filter entries, find employees, and create records without manual data entry.
How this automation creates holiday request records
When portal leave submissions arrive without clean structure, manual data entry slows approvals and increases errors. This automation extracts submission fields and filters requests, finds the right employee, and creates Salesforce holiday request recordsβso your team can process leave faster.
Webhooks by Zapieror swap with your favorite app
2.Filters for portal submissions
Integrate Filter by Zapier and routing controls to continue only for configured service portal requests to gate incomplete or irrelevant submissions.
Filter by Zapieror swap with your favorite app
3.Finds matching employee record
Integrate Salesforce and CRM lookup tools to search employees by corporate email to resolve the request owner for the holiday request.
Salesforceor swap with your favorite app
4.Creates holiday request record
Integrate Salesforce and hr record management tools to create a Holiday Request and map dates, reason, half-day flag, and duration to finalize the entry.
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Simplify time off approvals with automated request intake, manager notifications, and calendar updates
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