1.Captures new onboarding entry
Integrate Cognito Forms, form mapping tools, and identity data fields to map submission values into email components and attach submitted documents.
Create vendor access request email from onboarding form
Automatically convert onboarding form submissions into vendor access request emails across Cognito Forms and SMTP by Zapier. Automatically send templated requests when onboarding form submitted, permission flags set, or documents uploadedβso you can deliver attachments, set reply-to, and route provisioning fast without manual follow-up.
How this automation creates vendor access requests
When onboarding form entries arrive with attachments and permission context, delays can block account creation for vendors. This automation captures submissions, filters qualified requests, and sends templated access request emails with documentsβso your team can provision faster.
Cognito Formsor swap with your favorite app
2.Filters for qualifying requests
Integrate Cognito Forms, validation rules, and workflow logic to continue only when account creation or required permission flags are present.
3.Sends vendor support email
Integrate SMTP by Zapier and email delivery to send the templated access request email, set reply-to, and include the document attachment.
SMTP 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
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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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