1.Detects new workflow run
Integrate Process Street to detect new workflow run events and start onboarding checklist prep.
Populate onboarding checklist and enable run share link
Automatically monitor new workflow runs in Process Street across onboarding checklist automation apps. Create and update when workflow run starts, created date detected, and checklist ID setβso you can enable run share links, populate checklist fields, and calculate start dates without manual setup.
How this automation populates onboarding checklists
When a new onboarding workflow run starts, delays can stall checklist completion and sharing visibility. This automation monitors workflow runs and formats run inputs, then updates checklist fields and share settingsβso your team can keep onboarding moving.
Process Streetor swap with your favorite app
2.Puts data to run endpoint
Integrate Webhooks by Zapier, API request tools, and security headers to populate workflow run fields and enable sharing.
Webhooks by Zapieror swap with your favorite app
3.Transforms name and username
Integrate Formatter by Zapier and text transforms to split run name into first and last names and build a username.
Formatter by Zapieror swap with your favorite app
4.Formats created and start dates
Integrate Formatter by Zapier and date calculation tools to format created dates and add 14 days for start date fields.
5.Updates checklist with employee data
Integrate Process Street and checklist update tools to map checklist ID and fill employee fields, start date, and created date.
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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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