1.Receives termination file webhook
Integrate Webhooks by Zapier and incoming webhook routing to capture file metadata and folder identifiers to trigger checklist advancement.
Advance HR offboarding checklist on file upload events
Automatically detect termination-related file webhooks across Webhooks by Zapier and Zapier Tables. Complete the right Way We Do checklist steps when uploads land so you can advance exits, keep audits consistent, and avoid manual checklist work.
How this automation advances offboarding steps
When termination-related documents upload, delays can stall exits and create inconsistent records. This automation routes file payloads, finds the checklist step, and completes it in Way We Do—so your team can move offboarding forward.
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2.Finds the related table record
Integrate Zapier Tables and record lookups to find the matching record and return the checklist instance reference to locate the offboarding flow.
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3.Locates the checklist step
Integrate Way We Do and checklist mapping to find the checklist instance and search for the step matching the document type to target the right step.
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4.Completes the matching step
Integrate Way We Do and completion actions to complete the mapped step as the configured service user to finalize the offboarding checklist item.
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Simplify employee exits with automated task routing, account deactivation, and records updates
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