Update agent status, notify teams, and start onboarding
Update agent status, notify teams, and start onboarding
Your agent update webhooks leave roster, access, and contracts out of sync. The workflow updates roster rows, sends signature envelopes, and notifies teams same day.
Workflow preview:
Zap details:
Overview
Manual agent role changes create coordination overhead and missed steps that slow onboarding and risk access errors. Convert webhook-driven updates into roster updates, signature sends, access adjustments, and Slack alerts so onboarding or offboarding completes the same day.