User onboarding is one of the most repetitive yet critical tasks for IT and FileMaker admins. When new employees, clients, or users are added to your system, a smooth onboarding experience sets the tone—and saves your team from tedious manual steps. Instead of juggling spreadsheets, emails, and system updates, you can automate it all.
Claris Connect gives FileMaker administrators the ability to streamline user onboarding by triggering automated workflows the moment a new user record is created. From welcome emails to system updates, Claris Connect handles the details—so you can focus on more strategic work. Claris Studio provides the front end, collecting input data and displaying statuses.
The Problem with Manual Onboarding
Without automation, onboarding is a slow, error-prone process. Important steps can be missed. Someone may forget to create a login or assign permissions, costing valuable time. The experience may be inconsistent across teams or for individuals– some may not get the same information or have it presented in the same way. Manual entry and updating can also mean that system records aren’t synced. Lastly, but most importantly, IT and Admin teams may already be stretched thin. Every new user adds to the queue, and this may not be the best use of these teams.
Claris Connect solves this by turning user creation in FileMaker into a smart, multi-step workflow.
How Claris Connect Automates User Onboarding
Claris Connect lets you create no-code flows that trigger based on FileMaker actions—like creating a new user record. Once triggered, the flow can:
Send Welcome Emails Automatically
Use Gmail, Outlook, or another email tool to deliver a custom-branded welcome message or login instructions.Update Team Messaging Platforms
Automatically send a Slack message to the IT or HR channel announcing a new user to provision.Create Accounts in Other Apps
Push new user data to systems like Google Workspace, Microsoft 365, or project management tools.Add to Mailing Lists or CRM
Sync new users to email marketing platforms or customer databases for onboarding sequences.Log Onboarding Progress
Update FileMaker fields or Google Sheets to show when each onboarding step is completed.
Example Flow: FileMaker → Email + Slack + CRM
A new user is added to FileMaker.
Claris Connect sends a welcome email via Gmail.
A Slack message notifies the admin team.
The user is added to a Mailchimp list for onboarding emails.
FileMaker updates the onboarding status field to “Initiated.”
All of this happens in seconds—automatically.
With Claris Connect and Claris Studio, FileMaker admins can automate user onboarding from end to end. From sending welcome emails to updating internal systems, these Claris offerings ensure every new user has a smooth, consistent experience—while saving your team time and reducing errors. Interested to learn more about how Claris Connect and Claris FileMaker can solve for onboarding automation? Reach out to Kyo Logic here.