1.Monitors daily provisioning schedule
Integrate Schedule by Zapier and scheduler tools to run the daily check for eligible employee provisioning events.
Create and update new employee accounts in CRM
Automatically run employee provisioning checks across Salesforce and Google Workspace Admin. Create and update user accounts when eligible contacts appear, provisioning date is missing, or start date arrivesβso you can provision access, update employee records, and open error tickets without manual account setup.
How this automation protects employee access
When scheduled checks run and provisioning details are missing, account setup delays can disrupt onboarding. This automation finds eligible contacts, generates credentials, creates Google Workspace users, updates Salesforce records, and opens Zendesk tickets for errorsβso your team can restore access fast.
Schedule by Zapieror swap with your favorite app
2.Finds eligible employee contacts
Integrate Salesforce and CRM tools to query employee contacts starting today and lacking a provisioning date.
Salesforceor swap with your favorite app
3.Formats the provisioning date
Integrate Formatter by Zapier and data formatting tools to map now into the provisioning date used for CRM updates.
Formatter by Zapieror swap with your favorite app
4.Iterates contacts for provisioning
Integrate Looping by Zapier and field mapping tools to iterate each contact row with the required loop fields.
Looping by Zapieror swap with your favorite app
5.Generates username and password
Integrate Code by Zapier and security utilities to generate a sanitized username and temporary password token.
Code by Zapieror swap with your favorite app
6.Creates the Google Workspace user
Integrate Google Workspace Admin and identity policy tools to create user accounts using the generated credentials.
Google Workspace Adminor 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
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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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