When I onboard new users, I need them to associate their account with an existing company (or create a new one). I’m using a simple search box input form to do that:
(Company is a separate data type in my database, and each company has info like website, logo, etc.)
But here’s my problem - I need each user to also provide an email address, and I need to make sure the email address is associated with the company. AKA verify that the @domain.com matches the domain.com of the company.
First, I tried a single form like this:
Then I tried setting up a workflow to make sure the email contains the domain name. But if the user hasn’t been created, I don’t know how to check against the user’s company, because the user doesn’t exist yet:
Second, I thought about having them select a company first then creating the user at that point before going to the rest of the form. But creating a user requires an email address…
At some point in the workflow, I also want to then send a verification email (in workflow) to the user’s provided email address to make sure they have access to that email. I know how to do that part - just need a workflow that this can fit into.
Thank you so much for your help!