1.Monitor new task checked
Integrate Process Street and onboarding task workflows to detect checked checklist tasks for hire updates.
Update CRM hire status from onboarding checklist entry
Automatically monitor onboarding checklist task completions across Process Street and Keap. Update hire status, retainer amount, and contact notes when checkedβso you can apply tags, update CRM fields, and document onboarding without manual CRM updates.
How this automation updates your hire status
When an onboarding checklist task is checked, hire details can lag in your CRM and onboarding gets inconsistent. This automation evaluates the hire choice, finds the contact, updates contact fields and tags, and adds a timestamped noteβso your team has clean hire records without chasing updates.
Process Streetor swap with your favorite app
2.Evaluate hire choice and choose tag
Integrate Code by Zapier and data transformation tools to select the correct hire tag from the checklist field.
Code by Zapieror swap with your favorite app
3.Find contact in Keap
Integrate Keap and contact lookup tools to match the checklist entry to an existing contact record.
Keapor swap with your favorite app
4.Update contact fields and tag
Integrate Keap and CRM record updates to write address details, hire date, retainer amount, and the selected tag.
5.Format timestamp for the note
Integrate Formatter by Zapier and date formatting tools to convert the checklist updated time into a readable timestamp.
Formatter by Zapieror swap with your favorite app
6.Add timestamped onboarding note
Integrate Keap and note creation to add a timestamped onboarding note from the checklist run summary.
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