- Employee Automation
- Employee Onboarding
- Automated onboarding workflows
Facilitate communication and document sharing during the onboarding process
Automation for onboarding streamlines communication and document sharing by connecting form submissions, signature requests, and notifications across multiple platforms without manual intervention. It ensures instant alerts for new hires or contractors, automatically generates and sends personalized documents, and updates task management tools for seamless tracking. This reduces administrative overhead, accelerates processes, and delivers a consistent, professional experience for every new team member.
Filter by common apps:
 Cognito Forms Cognito Forms
 Webhooks by Zapier Webhooks by Zapier
 Slack Slack
 Squarespace Forms Squarespace Forms
 HubSpot HubSpot
 Notion Notion
 eSignatures eSignatures
 Dropbox Dropbox
 VSCO Workspace VSCO Workspace
 LeadConnector LeadConnector
 Paperform Paperform
 AdminPulse AdminPulse
 Formatter by Zapier Formatter by Zapier
 Microsoft Office 365 Microsoft Office 365
 Gmail Gmail
 Zoho Desk Zoho Desk
 FreshBooks FreshBooks
 Roofr Roofr
 SignRequest SignRequest
 Filter by Zapier Filter by Zapier
 ClickUp ClickUp
 PandaDoc PandaDoc
- Capture form submissions, update task details, notify team via Slack
- Create company record in HubSpot and notify team in Slack when onboarding form is submittedCreate company record in HubSpot and notify team in Slack when onboarding form is submitted
- Create contract, generate folder in Dropbox, and upload signed contract from NotionCreate contract, generate folder in Dropbox, and upload signed contract from Notion
- Create or update onboarding opportunity in LeadConnector from new order in VSCO WorkspaceCreate or update onboarding opportunity in LeadConnector from new order in VSCO Workspace
- Capture form submissions, create tasks, format dates, and schedule events with Paperform, AdminPulse, Formatter, and Microsoft Office 365Capture form submissions, create tasks, format dates, and schedule events with Paperform, AdminPulse, Formatter, and Microsoft Office 365
- Create tickets in Zoho Desk, send emails via Gmail, and format dates from webhooksCreate tickets in Zoho Desk, send emails via Gmail, and format dates from webhooks
- Create job and customer records in Roofr when a new client is added in FreshBooksCreate job and customer records in Roofr when a new client is added in FreshBooks
- Notify new employees and send payroll documents via SignRequestNotify new employees and send payroll documents via SignRequest
- Create and send contract for new sales representatives in PandaDoc from ClickUp taskCreate and send contract for new sales representatives in PandaDoc from ClickUp task


















