1.Detect onboarding payload start
Integrate Sub-Zap by Zapier and onboarding workflows to detect onboarding payload start and trigger provisioning actions.
Create new training user and assign default role
Automatically split names and prepare onboarding fields across Code by Zapier and Trainual. Create and route approvals when onboarding payload arrives, full name submitted, or job title providedβso you can invite users, assign the right role, and open review tasks without manual provisioning.
How this automation accelerates training onboarding
When onboarding payload starts, manual provisioning delays training access and slows review handoffs. This automation splits names, maps job titles to role IDs, and invites users in Trainual and creates approval tasksβso your team can onboard faster.
Sub-Zap by Zapieror swap with your favorite app
2.Split full name fields
Integrate Code by Zapier and data formatting tools to split the full name and normalize first and last name fields.
Code by Zapieror swap with your favorite app
3.Normalize job title to role
Integrate Code by Zapier and role mapping tools to normalize job title and map to role IDs with a fallback.
4.Lookup approved submitter
Integrate Zapier Tables and CRM data tools to look up an approved submitter from the ticket creator email.
Zapier Tablesor swap with your favorite app
5.Invite new training user
Integrate Trainual and user provisioning workflows to invite the new user with role ID and default permissions.
Trainualor swap with your favorite app
6.Create approval task in ClickUp
Integrate ClickUp and task management tools to create an approval task for manual review when required.
ClickUpor swap with your favorite app
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Accelerate employee training with automated course enrollment, due date reminders, and assignment tracking
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