Email by Zapier + Onboard.io

Update map custom fields in Onboard.io and send outbound emails with Email by Zapier

Effortlessly manage updates in Onboard.io with this seamless workflow that sends an outbound email through Email by Zapier each time a custom field is updated. Stay informed about critical changes in your onboarding process and enhance communication, ensuring nothing slips through the cracks. Save time and boost efficiency with this simple yet powerful integration between Onboard.io and Email by Zapier.

When this happens...
Map Custom Field Updated
Triggers when selected map custom field is updated.
TriggerInstant
automatically do this!
Send Outbound Email
Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
ActionWrite

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Supported triggers and actions

What does this mean?

- Custom Field
Trigger
Instant
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- Custom Field
Trigger
Instant
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New Map
Triggers when a new Map is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new onboardee customer is created.
Trigger
Scheduled
Try It
New Team Member
Triggers when a new Team Member is created.
Trigger
Scheduled
Try It

- MapRequired
- Team MemberRequired
Action
Write
- MessageRequired
- Task IDRequired
- Mention
Action
Write

- NameRequired
- Description
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Account TypeRequired
- RoleRequired
Action
Write
- MapRequired
- Map Task NameRequired
Action
Write
- MapRequired
- Email AddressRequired
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Map ID
- Map Name
- Status
- Owner
- Target Launch Date
- Notes
- External ID
Action
Write
- Map IDRequired
Action
Search
- Variable NameRequired
Action
Search
- Email AddressRequired
Trigger
Instant
Try It
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

Form Submitted
Triggers when a new form is created.
Trigger
Instant
Try It
New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Trigger
Instant
Try It
- Map
Trigger
Scheduled
Try It
- Map ID (Optional)
- Event Type (optional)
- Task Name
Trigger
Scheduled
Try It
- Role Type
Trigger
Scheduled
Try It
- Company NameRequired
- Company Website
- External ID
Action
Write
- Map NameRequired
- CustomerRequired
- Target Launch Date
- OwnerRequired
- Variable Options
- Variable Options (string)
- Notes
- External ID
- Map Type
Action
Write
- Task NameRequired
- Task Description
- Internal?
Action
Write
- NameRequired
- Type
- Required
- OptionsRequired
Action
Write
- EmailRequired
Action
Write
- Map IDRequired
- Task NameRequired
- Description
- External ID
- Due Date
- Onboardee User ID
- Onboarder User ID
- Estimated Time
- Estimated Time Unit
- Is Internal
- Is Optional
- Forms
Action
Write
- Map Task IDRequired
- Status
- Assignee Email
- External ID
- Time Spent
- Time Spent Unit
- Due Date
Action
Write
- Team Member EmailRequired
Action
Search
- Variable Option Name
- Variable Name
Action
Search
- Setup Directions
Trigger
Instant
Try It

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Help

Related categories

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.

Help

Related categories

Customer Support

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CAPABILITIES

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Email by Zapier + Onboard.io

Update map custom fields in Onboard.io and send outbound emails with Email by Zapier

Customer Custom Field Updated

Custom Field

Map Custom Field Updated

Custom Field

New Map

New Customer

New Team Member

Add Team Member to Map

Team MemberRequired

Create Discussion Message

MessageRequired

Task IDRequired

Mention

Create Global Task Section

NameRequired

Description

Create Team Member

Email AddressRequired

First NameRequired

Last NameRequired

Account TypeRequired

RoleRequired

Find Map Task

MapRequired

Map Task NameRequired

Invite Customer to Map

MapRequired

Email AddressRequired

Assign Tasks

Assign to Roles

Assign to Roles (Name)

Update Map

Map ID

Map Name

Status

Owner

Target Launch Date

Notes

External ID

Get Map Info

Map IDRequired

Find Variable by Name

Variable NameRequired

New Inbound Email

Email AddressRequired

Send Outbound Email

ToRequired

SubjectRequired

Body (HTML or Plain)Required

Attachment

From Name

Reply To

Cc

Bcc

Force Linebreaks?

Enable read receipts?

Form Submitted

New Discussion Message

Updated Map

Map

New or Updated Map Task

Map ID (Optional)

Event Type (optional)

Task Name

Roles

Role Type

Create or Update Customer

Company NameRequired

Company Website

External ID

Create Map

Map NameRequired

CustomerRequired

Target Launch Date

OwnerRequired