1.Captures new onboarding submission
Integrate Kajabi and onboarding forms to capture the submission payload and pass key fields into the workflow.
Add new staff onboarding entries to location sheets
Automatically monitor new onboarding form submissions across Kajabi and Google Sheets. Get instant alerts when onboarding submissions arrive, class selections change, or a submitted location is provided—so you can route records, create staff rows, and notify onboarding coordinators without manual data entry.
How this automation adds staff entries to location sheets
When onboarding submissions land without a structured sheet entry, coordinators lose time and hires wait for documentation. This automation captures Kajabi onboarding data, formats classes, routes by location, creates Google Sheets rows, and emails onboarding coordinators—so your location tracking stays current.
Kajabior swap with your favorite app
2.Normalizes selected classes into interests
Integrate Formatter by Zapier and data transformation tools to combine class checkbox values and map a single interests field.
Formatter by Zapieror swap with your favorite app
3.Routes by submitted location
Integrate Paths by Zapier and routing rules to branch by submitted location and continue only for qualifying records.
Paths par Zapieror swap with your favorite app
4.Creates staff row in location sheet
Integrate Google Sheets and spreadsheet templates to create a row in the matched location worksheet and map columns.
Google Sheetsor swap with your favorite app
5.Sends notice to onboarding mailbox
Integrate Gmail and email templates to send a coordinator email with staff name, location, and formatted classes.
Gmailor swap with your favorite app
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