Automatically Invite New Hires to the Employee Hub

The Salesforce Flow Builder allows you to define many different conditions that will automatically trigger specific actions. In this example, we will create a flow that sends a Hub invitation as soon as an employee’s company email is updated.

To begin, go to the Employee page in the flair HR app, click the cog icon in the top-right corner of the screen, and select Edit Object.

Scroll down the left navigation bar and click Flow Triggers.

Click the New Flow button to start creating your flow. If you navigated to the Flow Builder using the steps above, the Object field should be prefilled with Employee. Under Configure Trigger, select “Trigger the flow when a record is updated”.

Next, under Set Entry Conditions, choose All Conditions Are Met (AND) in the Condition Requirements dropdown. Select the following conditions:

Field:flair__Company_Email__c
Operator: Is Changed
Value: True

Now you can click Done.

Next, you will see your new flow in the Flow Builder. Click on the circle between Run Immediately and End to add a new element. Then select Action.

Using the search bar, find the Invite Employee To Hub action. Then you can give your action a Label – for example, Invite to the Hub – and add a Description if needed. The API Name will be automatically filled based on your Label.

Under “Set Input Values for the Selected Action”, click the toggle so that Employee IDs are included. In the employeeIDs field, select $Record and then Record ID from the dropdown. Then click Done.

Now it’s time to save your Flow. Click Save in the top-right corner of the screen and give your flow a label. The Flow API Name field will be automatically filled in. Click Save to return to the Flow Builder and then click the Activate button to get your new Flow up and running.

Now when you update the Company Email field for an employee, they will automatically receive a Hub invitation to that new email address.