Onboard.io + Salesforce

Update Salesforce records for new or updated Onboard.io map tasks

Keep your Salesforce records up-to-date with this efficient workflow. Whenever there's a new or updated map task in Onboard.io, this automation updates the corresponding record in Salesforce, ensuring that your data remains consistent across platforms. Say goodbye to manual updates and save time with this seamless integration between Onboard.io and Salesforce.

When this happens...
New or Updated Map Task
Triggers when any tasks in any Map within your account are created, updated, or removed. Event Type field will be returned as "created", "updated", or "removed".
TriggerScheduled
automatically do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

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.

Related categories

Customer Support

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

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

Add new maps in Onboard.io to Salesforce custom objects

Onboard.io + Salesforce

Update Salesforce records for new or updated Onboard.io map tasks

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

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

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

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

About Onboard.io

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates