Onboard.io + Salesforce

Add new maps in Onboard.io to Salesforce custom objects

Once this Zap is in place, you'll automatically create a new custom object record in Salesforce every time a new map is created in Onboard. This is a great way to keep your onboarding data and Salesforce data up to date, without any tedious duplicate data entry work.

Once this Zap is in place, you'll automatically create a new custom object record in Salesforce every time a new map is created in Onboard. This is a great way to keep your onboarding data and Salesforce data up to date, without any tedious duplicate data entry work.

  1. When this happens...
    Onboard.ioOnboard.io
    New Map

    Triggers when a new Map is created.

    TriggerScheduled
  2. automatically do this...
    SalesforceSalesforce
    Find Record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    ActionSearch
  3. then do this!
    SalesforceSalesforce
    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
    Try It
    • Custom Field

    Trigger
    Instant
    Try It
  • Onboard.io triggers, actions, and search

    New Map

    Triggers when a new Map is created.

    Trigger
    Scheduled
    Try It
  • Onboard.io triggers, actions, and search

    New Customer

    Triggers when a new onboardee customer is created.

    Trigger
    Scheduled
    Try It
  • Onboard.io triggers, actions, and search

    Form Submitted

    Triggers when a new form is created.

    Trigger
    Instant
    Try It
  • Onboard.io triggers, actions, and search

    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
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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.

Related categories

  • Customer Support
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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