1.Detect form submission created
Integrate Zapier Forms and form field mapping to qualify submissions and route the onboarding payload forward to provisioning.
Create member account from form and notify IT
Automatically detect membership form submissions across Zapier Forms, Code by Zapier, NationBuilder, Mailjet, Freshdesk, and Slack. Create identity users, update CRM contacts, and send welcome emailsβso you can avoid manual provisioning.
How this automation accelerates user onboarding
When membership requests pile up, provisioning delays can block access and increase support load. This automation creates identity users, updates CRM contacts, sends welcome emails, and alerts ITβso your team can onboard users faster.
Zapier Formsor swap with your favorite app
2.Creates identity user in onboarding
Integrate Code by Zapier and webhooks to provision a user in the identity provider and return the user id.
Code by Zapieror swap with your favorite app
3.Creates CRM person record
Integrate NationBuilder and CRM lookup logic to create or match a contact and store the returned external id.
NationBuilderor swap with your favorite app
4.Sends account activation email
Integrate Mailjet and template variables to deliver activation instructions to the new user for onboarding.
Mailjetor swap with your favorite app
5.Creates confirmation support ticket
Integrate Freshdesk and ticket templates to create a confirmation ticket with the submission and created-user summary.
Freshdeskor swap with your favorite app
6.Posts IT provisioning message
Integrate Slack and message formatting to post a concise IT update with the name, returned id, and timestamp.
Slackor swap with your favorite app
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Add and remove members from groups on webhook events
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Add approved requesters to enterprise access group and update ticket
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Add approved requesters to project access group automatically
Your requests sit on hold for access, blocking users from starting project work and creating manual IT tasks. Approved requesters get access and tickets close faster, enabling project kickoff same day.
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Add assigned staff to directory group from updated record
Your staff assignment records often change without directory updates, forcing manual provisioning and delays. It keeps directory groups current so provisioning completes within minutes.
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Add beta signups to access groups and log
Your pilot signups arrive without provisioning, delaying tester access and creating manual IT work. You get instant group assignment and a logged record so coordinators can onboard same day.
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Add directory group members to team user group
Your directory group changes leave team messaging user groups outdated, causing missed alerts and wrong access. Keep rosters current so on-call and IT have accurate coverage before incidents.
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Add exception access to a user identity group
Your conditional access exception requests often require manual group changes and separate audit entries, which delays remediation and frustrates engineers. They are applied and logged same day.
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Add folder collaborator from team thread message commands
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Add invited users to configured security group quickly
Your invited users land without group membership, causing manual fixes and access gaps. It adds invited accounts to the right security group so access is provisioned same day.
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Add missing workspace users to device management platform
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Add new board email addresses to appropriate groups
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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
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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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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