What you can automate

When customer Custom Field Updated in Onboard.io, find or create account, then find or create contact, then add contact to account in Salesflare.

When form Submitted in Onboard.io, find or create contact in Salesflare.

When new Customer in Onboard.io, find or create account, then find or create contact, then add contact to account in Salesflare.

When new or Updated Map Task in Onboard.io, create task in Salesflare.

When new Team Member in Onboard.io, find or create contact in Salesflare.

When new Task in Salesflare, create Global Task Section in Onboard.io.

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.

Onboard.io operations on Zapier

Triggers (10)

Start a workflow when this happens

Customer Custom Field Updated — Triggers when selected customer custom field is updated.
Form Submitted — Triggers when a new form is created.
Map Custom Field Updated — Triggers when selected map custom field is updated.
New Customer — Triggers when a new onboardee customer is created.
New Discussion Message — Triggers when a new message is posted in the discussion of a Task.

Show 5 more triggers

New Map — Triggers when a new Map is created.
New Team Member — Triggers when a new Team Member is created.
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".
Roles — List of onboard roles
Updated Map — Triggers when a Map's properties such as status, owner, or target launch date is changed.

Actions (14)

Things Salesflare can make it do

Add Team Member to Map — Adds an existing team member to a Map.
Create Discussion Message — Posts a message on a particular task's discussion in a Map. The message will be posted as a company user in the discussion with your company name and logo.
Create Global Task — Creates a Global Task
Create Global Task Section — Creates a global Task Section
Create Map — Creates a Map with an owner, and optional target launch date and generates tasks based on variable options selected. Note: at least one variable option is required for the Map to be created.

Show 9 more actions

Create One-Off Task — Add a one-off Task to a Map
Create Team Member — Creates a Team Member
Create Variable — Creates a Variable
Create or Update Customer — Creates an onboardee customer. If an external ID or website is provided matches an existing customer, that customer will be updated.
Find Map Task — Action to find a specific Map Task by name and Map id.
Find Onboardee by Email — Finds an Onboardee User by email.
Invite Customer to Map — Invite someone from the Customer's team to a Map.
Update Map — Updates a Map with an owner, and optional target launch date and generates tasks based on variable options selected. Note: at least one variable option is required for the Map to be created.
Update Map Task — Updates a Task status within an existing Map. (Requires Map Task ID)

Searches (4)

Look up existing records

Find Team Member by Email — Finds a Team Member in your account by email.
Find Variable Option — Finds available variable options in account.
Find Variable by Name — Finds a Variable by name
Get Map Info — Gets information about a Map by the provided ID.

Onboard.io and Salesflare

How to connect Onboard.io