1.Capture access request fields
Integrate Zapier Forms and form fields to map requester name and email to provision request metadata.
Create access user and send welcome invite from form
Automatically capture access requests from Zapier Forms submissions and map requester details across Kisi user provisioning. Send invites and a welcome email when submissions are created or users are missingβso you can onboard access users without manual IT steps.
How this automation provisions access users
When access requests arrive and users are not provisioned yet, access gets delayed and IT gets stuck in manual steps. This automation captures request details, finds or creates users, sends invites, and emails welcomesβso your team can onboard access users quickly.
Zapier Formsor swap with your favorite app
2.Find user by email
Integrate Kisi and directory lookups to search for an existing user by the mapped email and return user id.
Kisior swap with your favorite app
3.Create user if missing
Integrate Kisi and user profiles to create a new user when no match is found and map name and email.
4.Create access invite
Integrate Kisi and invite configuration to create an invite for the invited-to target and set notify to true.
5.Send welcome email
Integrate Email by Zapier and email templates to send a localized welcome message with invite instructions to the mapped email.
Email by Zapieror swap with your favorite app
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Explore all user provisioning automations
Accelerate account access with automated onboarding flows, access changes, and deprovisioning tasks
Set up in minutes
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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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