1.Detect new approved records
Integrate Airtable and database tools to watch configured view approvals and to capture applicant details for onboarding.
When application records are approved but welcome emails are not started, onboarding communications can lag and applicants can miss key steps. This automation enrolls contacts in a welcome email sequence and updates subscriber tagsβso your team can start onboarding without chasing updates.
Integrate Airtable and database tools to watch configured view approvals and to capture applicant details for onboarding.
Integrate Kit and email marketing tools to enroll the subscriber in the configured welcome sequence for onboarding messaging.
Integrate Kit and tagging tools to add the approval tag to the subscriber so onboarding status stays clear.
Integrate Kit and list management tools to remove the rejection tag so subscriber lists stay accurate.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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