Salesflare Salesflare Integrations

OnboardMe and Salesflare

Proposal & Invoice Management onboardme.app ↗

How to connect OnboardMe

What you can automate

  • When new Proposal Accepted in OnboardMe, create opportunity in Salesflare.
  • When new Opportunity in Salesflare, create Deal in OnboardMe.

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 (62)

Things Salesflare can make it do

  • Add Contact to Client — Adds a contact person to a client, creating the contact or linking an existing one.
  • Add Debtor Note to Bill — Adds a follow-up (collection) note to an unpaid bill.
  • Add Note to Deal — Adds a note to an existing deal.
  • Add Note to Lead — Adds a note to an existing lead.
  • Add Note to Onboarding — Adds a note to an onboarding, optionally emailing the current recipient about it.
Show 57 more actions
  • Add User — Adds a staff user to your practice and sends them an invite email.
  • Approve Onboarding — Approves an onboarding that is Ready for Approval and sends it to the first recipient.
  • Approve Proposal — Approves a proposal that is awaiting approval and sends it to the client.
  • Assign Users to Office — Adds one or more staff users to an office, or removes them from their office.
  • Cancel Onboarding — Cancels an onboarding, stops the recipient link and refunds unused charges.
  • Cancel Proposal — Cancels a proposal so the client's link stops working. Completed and renewed proposals cannot be cancelled.
  • Cancel eForm — Cancels an eForm and the unfinished forms after it in its stack.
  • Complete Onboarding — Completes a sent or submitted onboarding, saving every client to the practice and pushing them to connected systems.
  • Convert Lead to Client — Converts a lead into an active client, keeping the same key.
  • Create AML Check — Creates a standalone AML screening for an existing client (no ID verification invite is sent). Uses AML requests from your subscription or wallet.
  • Create Bill — Creates a bill (invoice) for an active client.
  • Create Deal — Creates a new deal for a client or client group.
  • Create Draft eForm — Creates an eForm (or stack of eForms) for a client as a draft, without sending it.
  • 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 Lead — Creates a lead with contact details, addresses, status, source, value and an optional first note.
  • Create Office — Creates a new office in your practice.
  • Create Onboarding — Creates a client onboarding for one recipient and one or more clients, and optionally sends it.
  • Create Payment Portal Link — Creates a 14-day link to the client's payment portal (to pay bills or save a card or bank account) without emailing it.
  • Create Proposal — Creates a proposal for an existing client from a list of services, without a template.
  • Create Proposal From Template — Creates a proposal for an existing client from one of your proposal templates.
  • Create a New Client — Creates a new Client.
  • Create a New Lead — Creates a new lead in the practice
  • Deactivate User — Deactivates a staff user in your practice (they can be reactivated with Update User).
  • Duplicate Proposal — Creates a new draft proposal copying the services, prices, billing, jobs and clients of an existing proposal.
  • Get Bill PDF — Gets the invoice PDF for a bill.
  • Get Onboarding Documents (ZIP) — Creates a ZIP file of every document uploaded for one client on an onboarding.
  • Get Statement PDF — Gets the PDF of a client statement (the emailed copy for sent statements).
  • Get a Proposal PDF — Gets a PDF of a proposal
  • Mark Proposal Accepted — Records acceptance on the client's behalf (for example a signed paper copy) and runs the acceptance steps (billing, jobs, onboarding).
  • Mark Proposal Completed — Marks the work on a proposal complete and creates any bills set to be issued on completion.
  • Pause Onboarding Reminders — Pauses or resumes automatic reminders on an onboarding.
  • Reactivate Proposal — Turns a declined proposal back into a draft so it can be edited and sent again.
  • Renew Proposal — Creates a renewal of an existing proposal (same services, billing and jobs) and marks the original as Renewed.
  • Resend eForm — Emails the invitation again for a sent or opened eForm (not billed again).
  • Reset Onboarding Reminders — Restarts the reminder schedule on a sent onboarding (uses one onboarding request).
  • Reset Proposal Reminders — Restarts the automatic reminder schedule so the client receives the reminders again.
  • Send Bill to Client — Emails a bill with its PDF to the client (sends or resends).
  • Send Draft eForm — Sends a draft eForm (or the whole stack it belongs to) to the client.
  • Send Onboarding — Sends a draft onboarding to its first recipient, or sends it again to the current recipient if already sent.
  • Send Onboarding for Approval — Sends a draft onboarding to a staff member for approval.
  • Send Onboarding to Recipient — Sends (or resends) an onboarding to one specific recipient.
  • Send Payment Portal Link — Emails the practice's Payment Portal Link email (a 14-day link) to the client's email address.
  • Send Payment Reminder — Sends the practice's unpaid-invoice reminder (with a pay link) for a bill by email or SMS.
  • Send Proposal — Sends a new proposal to the client (or to its approver when approval is required), or resends a proposal already sent.
  • 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.
  • Update Client Contact — Updates a client contact's details; fields left blank keep their current value.
  • Update Client External System ID — Updates (or clears) the external system ID stored on a client, e.g. your CRM's record ID.
  • Update Client From Onboarding — Copies the details collected for one onboarding client into the linked practice client and syncs connected systems.
  • Update Deal — Updates the name, status, source, value or client of an existing deal.
  • Update Debtor Collection Status — Updates the collection status, promise-to-pay date or assignee of an unpaid bill.
  • Update Office — Updates an office’s name, code, address or contact details.
  • Update Onboarding Details — Updates the invitation email subject, email content or client group of an onboarding.
  • Update Proposal Details — Updates the settings of a draft or sent proposal (name, dates, terms, email, approval and so on); blank fields are left unchanged.
  • Update Proposal Services — Changes, removes or adds service lines on a proposal; lines you do not mention are left unchanged.
  • Update User — Updates a staff user’s name, mobile, role, office, meeting link or active status.

Searches (19)

Look up existing records

  • Find Bill — Finds a bill (invoice) by ID, or by search text and status within a bill-date range.
  • Find Client Contact — Finds a contact person on a client, optionally matching by email or name (primary contacts first).
  • Find Client Group — Finds a client group by name or group code.
  • Find Client Integration Links — Finds the IDs a client is linked to in connected systems such as XPM, FYI, Karbon, GreatSoft, QuickBooks, FreeAgent and BGL.
  • Find Client by Key — Finds a client by its client key and returns full details, including addresses, custom fields and ID verification.
Show 14 more searches
  • Find Deal — Finds a deal by ID, name, client, group, status or source.
  • Find Lead — Finds a lead by lead key, or by name, email, status or source.
  • Find Office — Finds an office in your practice by ID, name or code.
  • Find Onboarding — Finds an onboarding by key, or the first match for search text, status or assigned user.
  • Find Onboarding Document — Finds a requested or uploaded document on an onboarding, with its upload status.
  • Find Outstanding Invoices — Finds unpaid and part-paid bills, most overdue first (needs a finance-role API key).
  • Find Payment — Finds a payment received against a bill, by ID or by client, search text and date range.
  • Find Proposal — Finds a proposal by key, or by client, status, text or last-updated date.
  • Find Proposal Pricing — Finds a proposal's service lines and prices, invoices, recurring billing and XPM/FYI jobs.
  • Find Recurring Billing Schedule — Finds a recurring billing schedule by ID or search text.
  • Find Statement — Finds a sent client statement by ID, or the client's most recent sent statement.
  • Find User — Finds a staff user in your practice by user key, email or name.
  • Find eForm — Finds an eForm by key, or the newest eForm matching a client, search text or status.
  • List Clients — Gets a list of clients.

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