1.Detect onboarding Start button click
Integrate Zapier Tables and onboarding workflows to detect a new onboarding Start button click event.
Send staged new-hire emails and trigger account activations
Automatically watch onboarding Start button clicks across Zapier Tables, Formatter by Zapier, Microsoft Outlook, and Webhooks by Zapier. Create and update your onboarding activation flow when onboarding start button clicked, start date set, or provisioning request postedβso you can disable duplicates, send welcome emails, and invoke provisioning without manual onboarding coordination.
How this automation accelerates account activations
When an onboarding Start button click goes unhandled, duplicate runs and delayed access can stall IT onboarding. This automation finds the onboarding record, disables the start trigger, and sends staged emails and provisioning requestsβso your team can activate accounts fast.
Zapier Tablesor swap with your favorite app
2.Find matching onboarding record
Integrate Zapier Tables and data mapping to look up the canonical onboarding row for the triggered record.
3.Disable the start trigger button
Integrate Zapier Tables to update the configured trigger field and prevent duplicate runs.
4.Reformat the start date
Integrate Formatter by Zapier and scheduling tools to convert the start date into the required format for payloads.
Formatter by Zapieror swap with your favorite app
5.Send initial HTML welcome email
Integrate Microsoft Outlook and email templating tools to send a welcome email with onboarding placeholders.
Microsoft Outlookor swap with your favorite app
6.POST provisioning request for activation
Integrate Webhooks by Zapier and provisioning endpoints to invoke account setup and schedule follow-up communication.
Webhooks by Zapieror swap with your favorite app
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Add new hires to company groups and notify IT
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Add new onboarding and offboarding files to team dashboard
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Add new user account requests to provisioning spreadsheet
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Assign IT offboarding tasks and disable access on termination
You get termination forms with no consistent IT offboarding, leaving credentials active and devices uncollected. It creates IT offboarding tickets and disables accounts so access is revoked same day.
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Assign workspace license, notify IT, and update onboarding record
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Auto provision user accounts and update onboarding task
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Create access shutoff calendar events for departing staff
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Create account alerts for scheduled join and leave dates
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Create and update onboarding tasks from hire requests
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- View all
Explore all IT onboarding & offboarding automations
Simplify employee access changes with automated account provisioning, ticket routing, 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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