1.Detects new partner record in view
Integrate Airtable and onboarding view setup to detect new partner rows and to trigger the onboarding cadence workflow.
Update partner onboarding email cadence after new record
Automatically monitor new partner record events across Airtable and delay automation tools. Create and update partner onboarding cadence when new partner record added, configured view updated, or record createdβso you can update status fields, timestamp follow-ups, and advance outreach progress without manual follow-ups.
How this automation advances your partner outreach cadence
When new partners are added but follow-up intervals stay manual, outreach progress gets delayed and partners go quiet. This automation watches Airtable view entries, applies scheduled delays, and updates each record status and follow-up timestampsβso your team can respond on time.
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2.Delays first follow-up by 7 days
Integrate Delay by Zapier and timing controls to pause the workflow for the first follow-up interval.
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3.Updates onboarding status after first delay
Integrate Airtable and record updates to set the configured status field and write back follow-up timestamp.
4.Delays second follow-up by 15 days
Integrate Delay by Zapier and timing controls to pause the workflow for the second follow-up interval.
5.Updates final onboarding status
Integrate Airtable and record updates to set the next status value and write back final follow-up timestamp.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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