1.Detect new pass submission
Integrate Cognito Forms and form intake tools to capture new employee pass entries from each submission.
Update employee RFID and site association from form submissions
Automatically monitor new employee pass form entries across Cognito Forms and monday.com. Create and update access records when new submission arrives, employee identifier is submitted, or site code is enteredβso you can update RFID, assign sites, and record audit notes without manual data entry.
How this automation protects employee access accuracy
When new employee pass submissions hit your form, delays can leave access details out of date. This automation connects Cognito Forms with monday.com to update employee RFID and site relations, then posts an audit noteβso your team can fix access faster.
Cognito Formsor swap with your favorite app
2.Find site item by site code
Integrate monday.com and directory boards to look up the matching site item id for the submitted site code.
monday.comor swap with your favorite app
3.Find employee item by identifier
Integrate monday.com and identity directories to look up the matching employee item id using the submission identifier.
4.Update employee RFID and relation
Integrate monday.com and record management to update the employee RFID field, board relation, and record status.
5.Create employee item update note
Integrate monday.com and audit tracking to create an item update comment with the key submission summary.
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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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