OnRamp and Salesflare

Project Management onramp.us ↗

How to connect OnRamp

Via Zapier — 169 operations available. Set it up ↗

What you can automate

When comment Created in OnRamp, create internal note in Salesflare.
When customer Note Created in OnRamp, find or create account, then find or create contact, then add contact to account in Salesflare.
When customer Note Updated in OnRamp, find or create account, then find or create contact, then add contact to account in Salesflare.
When project Note Created in OnRamp, create internal note in Salesflare.
When task Completed in OnRamp, create task in Salesflare.
When task Created in OnRamp, create task in Salesflare.

About OnRamp

OnRamp is a customer onboarding and collaboration application

OnRamp operations on Zapier

Triggers (28)

Start a workflow when this happens

Comment Created — Triggers when a new comment is created.
Comment Deleted — Triggers when a comment is deleted.
Comment Edited — Triggers when a comment is edited.
Comment Mention — Comment when a mention is included in a comment.
Comment Reply — Triggers when a user replies to a comment.

Show 23 more triggers

Customer Invited to Project — Triggers when a Customer is invited to a Project.
Customer Note Created — Triggers when a note is added to a customer account.
Customer Note Deleted — Triggers when a customer account note is deleted.
Customer Note Updated — Triggers when a customer account note is updated.
Module Created — Triggers when a new project module is created.
Module Deleted — Triggers when a project module is deleted.
Module Updated — Triggers when a project module is updated.
Project Archived — Triggers when a project is archived.
Project Completed — Triggers when a project is completed.
Project Created — Triggers when a new project is created.
Project Note Created — Triggers when a project note is created.
Project Note Deleted — Triggers when a project note is deleted.
Project Note Updated — Triggers when a project note is updated.
Project Unarchived — Triggers when an archived project is unarchived.
Project Updated — Triggers when a Project's details are updated.
Subtask Completed — Triggers when a subtask is completed.
Subtask Created — Triggers when a subtask is created.
Subtask Deleted — Triggers when a subtask is deleted.
Subtask Updated — Triggers when a subtask is updated.
Task Completed — Triggers when a task is marked as completed.
Task Created — Triggers when a new task is created.
Task Deleted — Triggers when a task is removed from a project.
Task Updated — Triggers when a project task is updated.

Actions (95)

Things Salesflare can make it do

Add Comment to Task — Adds a new comment to a task.
Add External Link to Customer — Links a CRM record to a customer.
Add External Link to Project — Links a CRM record to a project.
Add Module to Playbook — Adds a module to a playbook.
Add Note to Project — Adds a new note to a project.

Show 90 more actions

Add Project Member — Adds a member to an existing project.
Add Resource to Customer — Adds a new resource to a customer.
Add Resource to Project — Adds a new resource to a project.
Add Tag to Customer — Adds a tag to a customer.
Add Tag to Module — Adds a tag to a module.
Add Tag to Project — Adds a tag to a project.
Add Tag to Task — Adds a tag to a task.
Add Tag to User — Adds a tag to a user.
Add Task to Library Module — Adds a task to a library module.
Add Task to Playbook Module — Adds a task to a module within a playbook.
Archive Customer — Marks a specific customer as archived.
Archive Data Field — Marks a specific data field as archived.
Archive Library Module — Archives a library module.
Archive Library Task — Archives a library task.
Archive Playbook — Marks a specific playbook as archived.
Archive Project — Marks a specific project as archived.
Bulk Update Data Field Values — Bulk updates up to 100 data field values in one request.
Complete Project — Marks a specific project as complete.
Create Customer — Creates a new customer.
Create Customer Note — Creates a new note for a customer.
Create Data Field — Creates a new data field in the system.
Create Data Field Option — Creates a new option for a dropdown or multi_select data field.
Create Library Module — Creates a library module.
Create Library Task — Creates a library task.
Create Module — Creates a module in the system.
Create Playbook — Creates a new playbook.
Create Project — Creates a new project with full configuration including playbook, users, task roles, and invite options.
Create Subtask — Creates a new subtask on a task.
Create Tag — Creates a new tag.
Create Task — Creates a task in the system.
Create a User — Create a new OnRamp User.
Delete Comment — Deletes a comment. This action is irreversible.
Delete Customer Note — Deletes a customer note. This action is irreversible.
Delete Customer Resource — Deletes a customer resource. This action is irreversible.
Delete Library Module Task — Deletes a task from a library module. This action is irreversible.
Delete Module — Deletes a module. This action is irreversible.
Delete Playbook Task — Deletes a task from a playbook. This action is irreversible.
Delete Project Note — Deletes a project note. This action is irreversible.
Delete Project Resource — Deletes a project resource. This action is irreversible.
Delete Tag — Deletes a tag. This action is irreversible.
Delete Task — Deletes a task. This action is irreversible.
Find or Create Customer — Finds a customer by name, or creates one if it does not exist.
Find or Create Tag — Finds a tag by name and color, or creates one if it does not exist.
Mark a Task as Complete — Marks a specific task as complete.
Move Task — Moves a task to a new position within a module, reordering it within the same project.
Publish Playbook — Publishes a specific playbook.
Remove Customer External Link — Removes an external CRM link from a customer. This action is irreversible.
Remove Data Field Option — Removes an option from a dropdown or multi_select data field.
Remove Playbook Module — Removes a module from a playbook. This action is irreversible.
Remove Project External Link — Removes an external CRM link from a project. This action is irreversible.
Remove Project Member — Removes a member from an existing project.
Remove Tag From Customer — Removes a tag from a customer.
Remove Tag From Module — Removes a tag from a module.
Remove Tag From Project — Removes a tag from a project.
Remove Tag From Task — Removes a tag from a task.
Remove Tag From User — Removes a tag from a user.
Resend User Invite — Resends a specific user's invite email.
Reset Task — Resets a specific task to its initial state.
Save Module to Library — Saves a module to the library.
Unarchive Customer — Marks a specific customer as not archived.
Unarchive Data Field — Marks a specific data field as unarchived.
Unarchive Library Module — Unarchives a library module.
Unarchive Library Task — Unarchives a library task.
Unarchive Playbook — Marks a specific playbook as unarchived.
Unarchive Project — Marks a specific project as not archived.
Uncomplete Project — Marks a specific project as not complete.
Uncomplete Task — Marks a specific task as not complete.
Update Comment — Updates an existing comment.
Update Customer External Link — Updates an existing external CRM link on a customer.
Update Customer Note — Updates an existing customer note.
Update Customer Resource — Updates an existing customer resource.
Update Customer by ID — Updates a Customer by ID.
Update Data Field — Updates a data field in the system.
Update Data Field Option — Updates an option on a dropdown or multi_select data field.
Update Data Field Value — Updates a data field value in the system.
Update Library Module — Updates a library module.
Update Library Module Task — Updates a task within a library module.
Update Library Task — Updates a library task.
Update Module by ID — Updates a specific Module.
Update Playbook — Updates a playbook in the system.
Update Playbook Module — Updates a module within a playbook.
Update Playbook Task — Updates a task within a playbook.
Update Project External Link — Updates an existing external CRM link on a project.
Update Project Note — Updates an existing project note.
Update Project Resource — Updates an existing project resource.
Update Project by ID — Updates a Project by ID.
Update Subtask / Set Answer — Updates a subtask, including setting its answer/response.
Update Tag — Updates an existing tag.
Update a Task — Update a specific Task by its ID
Update a User by ID — Updates a specific user by ID.

Searches (46)

Look up existing records

Find Comment — Finds a specific comment by UUID.
Find Customer — Finds a Customer in the system.
Find Customer External Links — Lists all external CRM links for a customer.
Find Customer Note by ID — Finds a specific customer note by ID or UUID.
Find Customer Notes — Lists all notes for a customer.

Show 41 more searches

Find Customer Resources — Lists all resources for a customer.
Find Customer by ID — Finds a Customer by ID or UUID.
Find Data Field Options — Finds options for a dropdown or multi_select data field.
Find Data Field Value by UUID — Finds a Data Field Value by UUID.
Find Data Field Values — Finds data field values for a data field.
Find Data Field by UUID — Finds a Data Field by UUID.
Find Data Fields — Finds data fields in the system.
Find Events — Finds events in the system.
Find Library Module by UUID — Finds a Library Module by UUID.
Find Library Modules — Finds library modules in the system.
Find Library Task by UUID — Finds a Library Task by UUID.
Find Library Tasks — Finds library tasks in the system.
Find Module — Finds a Module in the system.
Find Module by ID — Finds a Module by ID or UUID.
Find Playbook Data Fields — Finds the data fields of a playbook.
Find Playbook Modules — Finds the modules of a playbook.
Find Playbook Roles — Finds the roles of a playbook.
Find Playbook Tasks — Finds the tasks of a playbook.
Find Playbook by UUID — Finds a Playbook by UUID.
Find Playbooks — Finds playbooks in the system.
Find Project — Finds a Project in the system.
Find Project External Links — Lists all external CRM links for a project.
Find Project Members — Finds the members of a project.
Find Project Resources — Lists all resources for a project.
Find Project by ID — Finds a Project by ID or UUID.
Find Projects — Finds projects in the system.
Find Statuses — Finds statuses in the system.
Find Subtask — Finds a specific subtask by ID or UUID.
Find Tag by ID — Finds a Tag by ID or UUID.
Find Tags — Finds tags by name or color.
Find Task — Finds a Task in the system.
Find Task by ID — Finds a Task by ID or UUID.
Find Tasks — Finds tasks in the system.
Find User — Finds a User in the system.
Find User by ID — Finds a User by ID or UUID.
Find Webhooks — Finds webhooks in the system.
Get Project Activity — Finds activity feed entries for a project.
Get User Roles — Get Available User Roles
List Project Notes — Lists all notes for a project.
List Task Comments — Lists all comments for a task.
List Task Subtasks — Lists all subtasks for a task.