Custom workflow apps for field service teams. Build without developers — deploy in days.
Manual onboarding is slow, error-prone, and leaves new hires or customers with a poor first impression. Zipflow gives you a custom digital onboarding workflow — with checklists, approvals, document collection, and automated notifications — ready in days.
Request a DemoShare your current onboarding steps, required documents, approval chains, and notification rules. We translate them into a structured Zipflow workflow.
Our team configures your onboarding app with role-based access, custom forms, conditional stages, and automated email/SMS notifications in under 3 days.
Every new employee or customer moves through a consistent, trackable workflow. Managers get real-time visibility into completion status across all onboarding instances.
Convert your onboarding checklist into a dynamic digital workflow. Each item can be assigned to a specific person, have a due date, and require sign-off before the next stage begins.
Route onboarding tasks through multiple approval steps — HR, IT, legal, or management — with automatic handoffs and escalation rules when approvals are delayed.
Collect required documents — contracts, IDs, certifications, compliance forms — through secure upload fields. Track which documents are pending, submitted, and approved.
Send automatic email and in-app reminders when tasks are due or overdue. New hires or customers receive a welcome message with next steps immediately upon submission.
Control who can see and edit what. HR sees all employee data, managers see only their team, and new hires see only their own tasks — all in the same system.
Track completion percentage, time-to-completion, and bottlenecks across all onboarding instances. Identify which steps consistently take too long and optimize your process.
Onboarding workflow software automates the structured process of bringing new employees or customers into your organization. It replaces paper forms, email chains, and spreadsheets with digital checklists, automated notifications, document collection, and approval workflows — ensuring nothing falls through the cracks.
Yes. Zipflow's onboarding workflows are fully customizable for both HR (employee) and sales/operations (customer) onboarding. You can build separate workflows for each use case, with different forms, approval chains, and notification rules. Many customers run both in the same Zipflow environment.
Zipflow allows you to add document upload fields to any onboarding form. Employees or customers can upload required files directly through the app or a shared link. Admins receive notifications when documents are submitted and can approve or request revisions in a single click.
Absolutely. Zipflow supports conditional workflow stages, meaning different teams or roles can see different steps. For example, your engineering onboarding can require system access provisioning steps that your sales onboarding skips entirely.
Yes. Zipflow's automation engine can send email and in-app notifications to any stakeholder when tasks are due, overdue, or completed. This removes the need for managers to manually chase down incomplete onboarding items. Learn more about our integrations with email and CRM tools.
Custom workflow apps for field service teams. Build without developers — deploy in days.