1.Detect checklist step completed
Integrate Way We Do and checklist automation tools to trigger actions when a notify IT checklist step is completed.
Send equipment prep reminder to provisioning queue now
Automatically monitor checklist step completions across Way We Do and Jira Software Cloud. Create and update when qualifying hire requests complete the notify IT step, checklist step completed, or equipment request confirmedβso you can queue device prep, format start dates, and mark onboarding steps done without manual follow-up.
How this automation accelerates equipment prep for new hires
When a checklist reaches the notify IT step, delays can disrupt device readiness and onboarding timelines. This automation searches the linked Jira issue, filters for qualifying requests, formats dates, sends provisioning emails, and marks the checklist step completeβso your team can speed up provisioning follow-through.
Way We Door swap with your favorite app
2.Search linked hiring issue
Integrate Jira Software Cloud and data mapping tools to run a JQL search and map candidate, device, and start date fields.
Jira Software Cloudor swap with your favorite app
3.Allow only qualifying hire requests
Integrate Filter by Zapier and workflow rules to continue only when the Jira issue matches new hire and equipment request criteria.
Filter by Zapieror swap with your favorite app
4.Format start date for messaging
Integrate Formatter by Zapier and date tools to convert the raw start date into a readable date string.
Formatter by Zapieror swap with your favorite app
5.Send provisioning queue email
Integrate Gmail and email routing tools to send candidate and device details to your provisioning queue and BCC the coordinator.
Gmailor swap with your favorite app
6.Mark checklist step complete
Integrate Way We Do and checklist tracking to record the notification as done and complete the checklist step.
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Explore all IT onboarding & offboarding automations
Simplify employee access changes with automated account provisioning, ticket routing, and deprovisioning tasks
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