1.Detect new hire form submission
Integrate Jotform and form intake tools to capture each new hire submission and trigger onboarding automation.
Create HR onboarding record and email managers plus team
Automatically capture new hire form submissions across Jotform, Google Sheets, Gmail, and Zapier Tables. Create and update onboarding records when manager emails are provided, start dates are requested, or provisioning flags are setβso you can notify stakeholders, track onboarding status, and standardize fields without manual reporting.
How this automation creates onboarding clarity for your team
When new hire submissions come in across tools, delays can stall onboarding setup and stakeholder notifications. This automation monitors Jotform submissions and then runs name cleanup, looks up distribution lists, sends onboarding emails, and creates onboarding recordsβso your team can track each hire from Pending without chasing spreadsheets.
Jotformor swap with your favorite app
2.Runs JavaScript name and email cleanup
Integrate Code by Zapier and data formatting tools to clean first and last names and combine recipient emails.
Code by Zapieror swap with your favorite app
3.Looks up onboarding distribution row
Integrate Google Sheets and spreadsheet lookup tools to match the onboarding title and return distribution emails.
Google Sheetsor swap with your favorite app
4.Sends onboarding notification emails
Integrate Gmail and email templates to send onboarding notifications to recipients and include key submission context.
Gmailor swap with your favorite app
5.Creates onboarding tracking record
Integrate Zapier Tables and record tracking tools to create the onboarding record and set status to Pending.
Zapier Tablesor swap with your favorite app
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Explore all employee onboarding automations
Accelerate employee onboarding with automated task routing, new hire notifications, and record updates
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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