OnRamp and Salesflare
How to connect OnRamp
- Via Zapier — 80 operations available. Set it up ↗
What you can automate
- When comment Created in OnRamp, create internal note in Salesflare.
- When project Note Created in OnRamp, create internal note in Salesflare.
- When project Note Updated 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.
- When task Updated in OnRamp, create task in Salesflare.
About OnRamp
OnRamp is a customer onboarding and collaboration application
OnRamp operations on Zapier
Triggers (24)
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 19 more triggers
- Customer Invited to Project — Triggers when a Customer is invited to a Project.
- 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 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 (29)
Things Salesflare can make it do
- Add Tag to Customer — Adds a tag to a customer.
- 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.
- Bulk Update Data Field Values — Bulk updates up to 100 data field values in one request.
Show 24 more actions
- Create Customer — Creates a new customer.
- Create Customer Note — Creates a new note for a customer.
- Create Project — Creates a new project with full configuration including playbook, users, task roles, and invite options.
- Create Tag — Creates a new tag.
- Create Task — Creates a task in the system.
- Create a User — Create a new OnRamp User.
- Delete Customer Note — Deletes a customer note. This action is irreversible.
- Delete Tag — Deletes a tag. 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.
- Remove Tag From Customer — Removes a tag from a customer.
- 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.
- Update Customer Note — Updates an existing customer note.
- Update Customer by ID — Updates a Customer by ID.
- Update Data Field — Updates a data field in the system.
- Update Data Field Value — Updates a data field value in the system.
- Update Module by ID — Updates a specific Module.
- Update Project by ID — Updates a Project by ID.
- 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 (27)
Look up existing records
- Find Customer — Finds a Customer in the system.
- Find Customer Note by ID — Finds a specific customer note by ID or UUID.
- Find Customer Notes — Lists all notes for a customer.
- Find Customer by ID — Finds a Customer by ID or UUID.
- Find Data Field Value by UUID — Finds a Data Field Value by UUID.
Show 22 more searches
- 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 Module — Finds a Module in the system.
- Find Module by ID — Finds a Module by ID or UUID.
- 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 Members — Finds the members of 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 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 User Roles — Get Available User Roles
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