Onboard.io Integrations

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Quickly automate Onboard.io integrations with Zapier's templates

Create Onboard.io customers from new HubSpot companies
Details
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HubSpot + Onboard.io
Create Onboard.io customers from new updates to Salesforce opportunities
Premium
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Salesforce + Onboard.io
Send channel messages in Slack for new Onboard.io maps
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Onboard.io + Slack
Produce maps in Onboard.io from new updates to Salesforce opportunities
Premium
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Salesforce + Onboard.io

Generate Jira issues from new or updated map tasks in Onboard.io
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Onboard.io + Jira Software Cloud

Create Onboard.io global tasks from new rows in Google Sheets
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Google Sheets + Onboard.io

Create Onboard.io customers from new HubSpot companies

Details

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HubSpot + Onboard.io

Create Onboard.io customers from new updates to Salesforce opportunities

Premium

Details

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Salesforce + Onboard.io

Send channel messages in Slack for new Onboard.io maps

Details

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Onboard.io + Slack

Produce maps in Onboard.io from new updates to Salesforce opportunities

Premium

Details

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Salesforce + Onboard.io

Generate Jira issues from new or updated map tasks in Onboard.io

Details

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Onboard.io + Jira Software Cloud

Create Onboard.io global tasks from new rows in Google Sheets

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Google Sheets + Onboard.io

Supported triggers and actions

- Custom Field
Trigger
Instant
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- Custom Field
Trigger
Instant
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New Map
Triggers when a new Map is created.
Trigger
Scheduled
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New Customer
Triggers when a new onboardee customer is created.
Trigger
Scheduled
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New Team Member
Triggers when a new Team Member is created.
Trigger
Scheduled
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- MapRequired
- Team MemberRequired
Action
Write
- MessageRequired
- Task IDRequired
- Mention
Action
Write

- NameRequired
- Description
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Account TypeRequired
- RoleRequired
Action
Write
- MapRequired
- Map Task NameRequired
Action
Write
- MapRequired
- Email AddressRequired
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Map ID
- Map Name
- Status
- Owner
- Target Launch Date
- Notes
- External ID
- Automatically adjust task due dates according to the new target launch date?
Action
Write
- Map IDRequired
Action
Search
- Variable NameRequired
Action
Search

Form Submitted
Triggers when a new form is created.
Trigger
Instant
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New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Trigger
Instant
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- Map
Trigger
Scheduled
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- Map ID (Optional)
- Event Type (optional)
- Task Name
Trigger
Scheduled
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- Role Type
Trigger
Scheduled
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- Company NameRequired
- Company Website
- External ID
Action
Write
- Map NameRequired
- CustomerRequired
- Target Launch Date
- OwnerRequired
- Variable Options
- Variable Options (string)
- Notes
- External ID
- Map Type
Action
Write
- Task NameRequired
- Task Description
- Internal?
Action
Write
- NameRequired
- Type
- Required
- OptionsRequired
Action
Write
- EmailRequired
Action
Write
- Map IDRequired
- Task NameRequired
- Description
- External ID
- Due Date
- Onboardee User ID
- Onboarder User ID
- Estimated Time
- Estimated Time Unit
- Is Internal
- Is Optional
- Forms
Action
Write
- Map Task IDRequired
- Status
- Assignee Email
- External ID
- Time Spent
- Time Spent Unit
- Due Date
Action
Write
- Team Member EmailRequired
Action
Search
- Variable Option Name
- Variable Name
Action
Search

About Onboard.io

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

Help

Related categories

Customer Support

Onboard.io Integrations

Onboard.io Help & Support

How to Get Started with Onboard.io on Zapier

Do more with Onboard.io integrations

Salesforce

HubSpot

Intercom

Jira Software Cloud

ClickUp

Gmail

Slack

Google Docs

Qualtrics

Salesforce

HubSpot

Intercom

Jira Software Cloud

ClickUp

Gmail

Salesforce

HubSpot

Intercom

Jira Software Cloud

ClickUp

Gmail

Slack

Google Docs

Qualtrics

Join millions worldwide who automate their work using Zapier

Create Onboard.io customers from new HubSpot companies

Create Onboard.io customers from new updates to Salesforce opportunities

Send channel messages in Slack for new Onboard.io maps

Produce maps in Onboard.io from new updates to Salesforce opportunities

Generate Jira issues from new or updated map tasks in Onboard.io

Create Onboard.io global tasks from new rows in Google Sheets

Create Onboard.io customers from new HubSpot companies

Create Onboard.io customers from new updates to Salesforce opportunities

Send channel messages in Slack for new Onboard.io maps

Produce maps in Onboard.io from new updates to Salesforce opportunities

Generate Jira issues from new or updated map tasks in Onboard.io

Create Onboard.io global tasks from new rows in Google Sheets

Customer Custom Field Updated

Map Custom Field Updated

New Map

New Customer

New Team Member

Add Team Member to Map

Create Discussion Message

Create Global Task Section

Create Team Member

Find Map Task

Invite Customer to Map

Update Map

Get Map Info

Find Variable by Name

Form Submitted

New Discussion Message

Updated Map

New or Updated Map Task

Roles

Create or Update Customer

Create Map

Create Global Task

Create Variable

Find Onboardee by Email

Create One-Off Task

Update Map Task

Find Team Member by Email

Find Variable Option

About Onboard.io

Related categories

Popular Onboard.io Integrations

Popular Onboard.io Integrations