Connect Onboard.io to Xero and automate any workflow
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Zapier makes it easy to integrate Onboard.io with Xero - no code necessary. See how you can get setup in minutes.
Select a trigger from Onboard.io
Setup an action from Xero
That’s it! You just connected Onboard.io to Xero
Connect Onboard.io and Xero 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.
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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- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Company NameRequired
- Account_number
- First NameRequired
- Last NameRequired
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Type
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact_address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Company NameRequired
- Account_number
- First NameRequired
- Last NameRequired
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
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- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice_type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice IDRequired
- ContactRequired
- Status
- Date
- Due Date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Document ID or NumberRequired
- Amounts Are
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
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