Connect Onboard.io to Vitally and automate any workflow
![Onboard.io](https://zapier-images.imgix.net/storage/services/40c983420fc6b53a6b1dd69ca5317f40.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Onboard.io](https://zapier-images.imgix.net/storage/services/40c983420fc6b53a6b1dd69ca5317f40.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Vitally](https://zapier-images.imgix.net/storage/services/185f038e1213085ae10ec5ad31a66389.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Vitally](https://zapier-images.imgix.net/storage/services/185f038e1213085ae10ec5ad31a66389.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Onboard.io with Vitally - no code necessary. See how you can get setup in minutes.
Select a trigger from Onboard.io
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Vitally
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Onboard.io to Vitally
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Onboard.io and Vitally 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Onboard.io and Vitally 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.
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.
- New Map
Triggers when a new Map is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new onboardee customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Team Member
Triggers when a new Team Member is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Map IDRequired
- Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MessageRequired
- Task IDRequired
- Mention
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team MemberRequired
- First NameRequired
- Last NameRequired
- Account TypeRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map IDRequired
- Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map IDRequired
- Team MemberRequired
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map IDRequired
- Company NameRequired
- Status
- OwnerRequired
- Target Launch Date
- Notes
- External ID
- Automatically adjust task due dates according to the new target launch date?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Created
Triggers when a new Customer is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note Created
Triggers when a new Note is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Organization Created
Triggers when a new Organization is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a new Project is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Project Statuses
Lists all Project Statuses
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Task Created
Triggers when a new Task is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Custom ObjectRequired
- Customer
- Organization
- Company NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Organization
- Company NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Team MemberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Form Submitted
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Map ID (Optional)
- Event Type (optional)
- Task Name
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Company NameRequired
- Company Website
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- CustomerRequired
- Target Launch Date
- OwnerRequired
- Variable Options
- Variable Options (string)
- Notes
- External ID
- Map Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Description
- Internal?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Type
- Required
- Variable Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map IDRequired
- Company NameRequired
- Description
- External ID
- Due Date
- Onboardee User ID
- Onboarder User ID
- Estimated Time
- Estimated Time Unit
- Internal?
- Is Optional
- Forms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map Task IDRequired
- Status
- Assignee Email
- External ID
- Time Spent
- Time Spent Unit
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team Member EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- Variable Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - List Custom Objects
Lists all Custom Objects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NPS Response Created
Triggers when a new NPS Response is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - List Projects
Lists all Projects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Project Status Changed
Triggers when a Project's status changes in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a Task is marked complete in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Type
- UserRequired
- Teammate
- MessageRequired
- Subject
- Timestamp
- External IDRequired
- URL
- Conversation ID
- Conversation URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Segment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CreatorRequired
- EventRequired
- Message ID
- Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- Map
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- Company NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External IDRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search FieldRequired
- Customer
- Organization
- Company NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found