Staff on-boarding and off-boarding with approval

Through forms the scenario on-boards and off-boards staff, keeps a log in a sheet and waits for your email approval at the key step.

  • On-boarding and off-boarding through simple forms
  • The key action happens only after your yes
  • A log is kept in the sheet
  • Notifications and approval go by email
Google Sheetsn8n FormCalendly
Set it up for yourselfScriptera

How it works

To pass leads from Mautic to Google Sheets automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Onboarding form
  2. Then: New user
  3. Check: Merge
  4. Then: Email Agent Onboarding
  5. Then: Email Man-in-the-loop Onboarding
  6. Check: Approve onboarding?
  7. If yes: Add user to Calendly
  8. Then: Onboarding complete
  9. Then: End form page onboarding
  10. If no: Form ending
  11. Then: Set Calendy Organization
  12. Then: OpenAI Chat Model
  13. Then: Get row(s) in sheet
  14. Check: If1
  15. If yes: Email Agent Offboarding
  16. Then: Email Man-in-the-loop Offboarding
  17. Check: Approve offboarding?
  18. If yes: Set Calendy Organization id
  19. Then: Get Calendly User
  20. Then: Delete Calendly user
  21. Then: Offboarding complete
  22. Then: End form page offboarding
  23. If no: Form ending1
  24. Then: OpenAI Chat Model1
  25. Starts when: Offboarding form

You can launch this Mautic + Google Sheets integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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