1.Detects new Salesforce user records
Integrate Salesforce, user management tools, and directory mapping logic to capture new user attributes and trigger directory lookup.
Create user directory record from new system user
Automatically monitor new system user records in Salesforce and use Airtable to maintain your centralized employee directory. Create and update directory records when users are added, matched, or activated β so you can provision access without manual directory maintenance.
How this automation keeps your user directory current
When new system users are created but directory records lag behind, onboarding stalls and access is delayed. This automation monitors Salesforce user creation and looks up, then creates or updates Airtable directory recordsβso your team can provision consistently without manual upkeep.
Salesforceor swap with your favorite app
2.Finds directory match for user
Integrate Airtable and data lookup workflows to search your directory table by system user ID or username.
Airtableor swap with your favorite app
3.Creates or updates directory record
Integrate Airtable and identity data mapping to create a new directory record or update the existing one with core attributes.
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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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