1.Receives incoming file upload payload
Integrate Webhooks by Zapier and automation tools to capture the file upload payload and extract event type and reference to route checklist logic.
Complete offboarding checklist step from uploaded file
Automatically monitor offboarding document uploads across Webhooks by Zapier, Paths by Zapier, Zapier Tables, and Way We Do. Create and update offboarding checklist steps when file upload received, resignation file uploaded, or termination file uploaded—so you can route checklist logic, complete the correct step, and advance procedures without manual review.
How this automation completes your offboarding checklist
When a resignation or termination file upload arrives, delays can stall the offboarding process. This automation routes the resignation or termination path, finds the matching record and checklist instance, and completes the document-acceptance step—so your team can advance offboarding without manual follow-up.
Webhooks by Zapieror swap with your favorite app
2.Branches by event type
Integrate Paths by Zapier and rule engines to branch by event type and continue on the correct resignation or termination workflow path.
Paths by Zapieror swap with your favorite app
3.Finds the matching record
Integrate Zapier Tables and data lookup tools to find the configured table record that matches the parent reference and return the instance identifier.
Zapier Tablesor swap with your favorite app
4.Locates checklist step instance
Integrate Way We Do and checklist tools to locate the matching offboarding checklist instance and the document-acceptance step using the event type.
Way We Door swap with your favorite app
5.Completes the checklist step
Integrate Way We Do and HR workflows to complete the step for the checklist instance and set the completing user to the configured process owner.
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