OnboardMe and Salesflare
How to connect OnboardMe
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Proposal Accepted in OnboardMe, create opportunity in Salesflare.
About OnboardMe
OnboardMe is a Proposal and Onboarding platform designed for professional services firms to simplify the onboarding process.
OnboardMe operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Proposal Accepted — Triggers when a proposal is accepted.
- New eForm Submitted — Triggers when an eForm submitted.
Actions (7)
Things Salesflare can make it do
- Create EForm for Existing Client — Create and send an eForm from a template for an existing client.
- Create EForm for a New Client — Create and send an eForm from a template for a New Client.
- Create a New Client — Creates a new Client.
- Create a New Lead — Creates a new lead in the practice
- Get a Proposal PDF — Gets a PDF of a proposal
Show 2 more actions
- Send a Client an Identity Verification — Create and send a client an Identity Verification and optionally run an AML check.
- Send a New Client an Identity Verification — Create and send a New Client an Identity Verification and optionally run an AML check.
Searches (1)
Look up existing records
- List Clients — Gets a list of clients.
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