Connect Onboard.io to Gravity Forms and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Onboard.io with Gravity Forms - no code necessary. See how you can get setup in minutes.

Select a trigger from Onboard.io

A trigger is an event that starts your Zap and runs the workflow. For example, with Onboard.io, a trigger could be "Customer Custom Field Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from Gravity Forms

An action is what takes place after the automation is triggered. For example, with Gravity Forms, the action could be "Create Entry."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Onboard.io to Gravity Forms

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Onboard.io and Gravity Forms to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Onboard.io and Gravity Forms to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Custom Field
Trigger
Instant
Try It
- Custom Field
Trigger
Instant
Try It
New Map
Triggers when a new Map is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new onboardee customer is created.
Trigger
Scheduled
Try It
New Team Member
Triggers when a new Team Member is created.
Trigger
Scheduled
Try It

- Map ID
  Required
- Team Member
  Required
Action
Write
- Message
  Required
- Task ID
  Required
- Mention
Action
Write

- Company Name
  Required
- Description
Action
Write
- Team Member
  Required
- First Name
  Required
- Last Name
  Required
- Account Type
  Required
- Role
  Required
Action
Write
- Map ID
  Required
- Task Name
Action
Write
- Map ID
  Required
- Team Member
  Required
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Map ID
  Required
- Company Name
  Required
- Status
- Owner
  Required
- Target Launch Date
- Notes
- External ID
- Automatically adjust task due dates according to the new target launch date?
Action
Write
- Map
Action
Search
- Company Name
  Required
Action
Search
- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write

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

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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.

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