1.Detect new spreadsheet row
Integrate Google Sheets and data mapping tools to process intake fields and turn each row into task-ready onboarding details.
Create and update onboarding tasks from hire requests
Automatically monitor new hire request rows across Google Sheets and analytics tools. Create and update when hire requests submitted, device types selected, or shipping addresses added—so you can route emails, generate onboarding cards, and link Jira context without manual triage.
How this automation accelerates onboarding readiness
When new hire request rows land in the intake worksheet, delays can block provisioning and onboarding. This automation monitors requests and sends helpdesk emails and creates Trello cards while linking Jira context—so your team can act quickly.
Google Sheetsor swap with your favorite app
2.Send routed IT helpdesk email
Integrate Gmail and HR email templates to send a routed message with requester details, device type, and shipping address.
Gmail (Englisch)or swap with your favorite app
3.Find or create and update card
Integrate Trello and workflow boards to find by full name or create a card, then update description and fields.
Trelloor swap with your favorite app
4.Find issue by standardized summary
Integrate Jira Software Cloud and issue search tools to look up an existing provisioning issue and return its issue key.
Jira Software Cloudor swap with your favorite app
5.Attach Jira link to the card
Integrate Trello and attachment tools to add the Jira issue URL to the onboarding card and note if none exists.
6.Post onboarding details in IT channel
Integrate Slack and channel messaging tools to send a concise alert with requester, device type, and the Trello card link.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
3,4 Millionen Unternehmen vertrauen uns
Related automations
- Apps: Jira Software Cloud, AI by Zapier, Code by Zapier Delay von ZapierSwap with your favorite apps.
Activate new hire accounts and add to team groups
Your onboarding issues lack a provisioned directory account, delaying access and blocking new hires from essential tools. It activates accounts and grants group access so hires can start same day.
- Apps: Notion, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add new user account requests to provisioning spreadsheet
Your account requests sit in a task database and need manual export, causing missed or delayed provisioning. Get requests appended to your provisioning sheet automatically so IT begins setup same day.
- Apps: Cognito Forms, Zendesk, Microsoft Entra ID, Microsoft Office 365Swap with your favorite apps.
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.
- 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.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.