1.Captures new submission data
Integrate Jotform and form submission workflows to capture hire fields like name, role, hire date, and pay rate to route onboarding documents.
Send onboarding documents and update applicant tracker row
Automatically monitor Jotform new submission data across Jotform, Dropbox Sign, Heymarket SMS, and Google Sheets. Create and update when hire forms qualifyβso you can send employment templates, send tax templates, and update applicant tracker rows without manual data entry.
How this automation speeds up onboarding paperwork
When new-hire submissions arrive, delays can stall signature requests and onboarding starts. This automation sends employment and tax templates, notifies hires by SMS, and updates your applicant tracker rowβso your team keeps onboarding moving.
Jotformor swap with your favorite app
2.Sends employment contract template
Integrate Dropbox Sign and eSignature templates to send employment contract documents to the hire and map custom fields for signature requests.
Dropbox Signor swap with your favorite app
3.Sends tax forms templates
Integrate Dropbox Sign and eSignature templates to send tax forms and map tax-related fields for the same signer.
4.Sends onboarding SMS message
Integrate Heymarket SMS and mobile notifications to send an SMS to the submitted phone number with next steps after email signature requests.
Heymarket SMSor swap with your favorite app
5.Looks up and updates applicant row
Integrate Google Sheets and applicant trackers to lookup by email and update the existing row with role, hire date, and rate.
Google Sheetsor swap with your favorite app
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Accelerate employee onboarding with automated task routing, new hire notifications, and record updates
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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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