Onboard.io Integrations

Name: Zapier
Availability: InStock

Put Onboard.io to work with AI and enterprise-grade automation

Automate smarter with Onboard.io and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Intercom

Customer Support

Jira Software Cloud

Project Management

ClickUp

Project Management

Google Docs

Documents, Google

Jira Software Server

Project Management

monday.com

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Google Forms (Legacy)

Forms & Surveys, Google

HubSpot

Marketing Automation

Intercom

Customer Support

Jira Software Cloud

Project Management

ClickUp

Project Management

Google Docs

Documents, Google

Jira Software Server

Project Management

HubSpot

Marketing Automation

Intercom

Customer Support

Jira Software Cloud

Project Management

ClickUp

Project Management

Google Docs

Documents, Google

Jira Software Server

Project Management

monday.com

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Google Forms (Legacy)

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Onboard.io customers from new HubSpot companies
Details
Try it
HubSpot + Onboard.io
Create Onboard.io customers from new updates to Salesforce opportunities
Premium
Details
Try it
Salesforce + Onboard.io
Send channel messages in Slack for new Onboard.io maps
Details
Try it
Onboard.io + Slack
Produce maps in Onboard.io from new updates to Salesforce opportunities
Premium
Details
Try it
Salesforce + Onboard.io
Generate Jira issues from new or updated map tasks in Onboard.io
Details
Try it
Onboard.io + Jira Software Cloud
Create Onboard.io global tasks from new rows in Google Sheets
Details
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Google Sheets + Onboard.io

Create Onboard.io customers from new HubSpot companies

Details

Try it

HubSpot + Onboard.io

Create Onboard.io customers from new updates to Salesforce opportunities

Details

Try it

Salesforce + Onboard.io

Send channel messages in Slack for new Onboard.io maps

Details

Try it

Onboard.io + Slack

Produce maps in Onboard.io from new updates to Salesforce opportunities

Details

Try it

Salesforce + Onboard.io

Generate Jira issues from new or updated map tasks in Onboard.io

Details

Try it

Onboard.io + Jira Software Cloud

Create Onboard.io global tasks from new rows in Google Sheets

Details

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Google Sheets + Onboard.io

Update Gainsight companies when new Onboard.io maps are launched

Details

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Onboard.io + Filter by Zapier + Gainsight

Create Onboard.io customers from new organizations in Zendesk

Details

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Zendesk + Onboard.io

Create Onboard customer from new company in Hubspot

Details

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HubSpot + Onboard.io

Add new maps in Onboard.io to Salesforce custom objects

Details

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Onboard.io + Salesforce

Update Salesforce records for newly updated maps in Onboard.io

Details

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Onboard.io + Salesforce

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

Details

Try it

Onboard.io + Email by Zapier

Update Gainsight companies when new Onboard.io maps are launched
Details
Try it
Onboard.io + Filter by Zapier + Gainsight
Create Onboard.io customers from new organizations in Zendesk
Premium
Details
Try it
Zendesk + Onboard.io
Create Onboard customer from new company in Hubspot
Details
Try it
HubSpot + Onboard.io
Add new maps in Onboard.io to Salesforce custom objects
Premium
Details
Try it
Onboard.io + Salesforce
Update Salesforce records for newly updated maps in Onboard.io
Premium
Details
Try it
Onboard.io + Salesforce
Update map custom fields in Onboard.io and send outbound emails with Email by Zapier
Details
Try it
Onboard.io + Email by Zapier

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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

- Map
  Required
- Team Member
  Required
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Message
  Required
- Task ID
  Required
- Mention
Action
Write

- Name
  Required
- Description
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Account Type
  Required
- Role
  Required
Action
Write
- Map
  Required
- Map Task Name
  Required
Action
Write
- Map
  Required
- Email Address
  Required
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Map ID
- Map Name
- Status
- Owner
- Target Launch Date
- Notes
- External ID
- Automatically adjust task due dates according to the new target launch date?
Action
Write
- Map ID
  Required
Action
Search
- Variable Name
  Required
Action
Search

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
Polling
Try It
- Map ID (Optional)
- Event Type (optional)
- Task Name
Trigger
Polling
Try It
- Role Type
Trigger
Polling
Try It
- Company Name
  Required
- Company Website
- External ID
Action
Write
- Map Name
  Required
- Customer
  Required
- Target Launch Date
- Owner
  Required
- Variable Options
- Variable Options (string)
- Notes
- External ID
- Map Type
Action
Write
- Task Name
  Required
- Task Description
- Internal?
Action
Write
- Name
  Required
- Type
- Required
- Options
  Required
Action
Write
- Email
  Required
Action
Write
- Map ID
  Required
- Task Name
  Required
- 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 ID
  Required
- Status
- Assignee Email
- External ID
- Time Spent
- Time Spent Unit
- Due Date
Action
Write
- Team Member Email
  Required
Action
Search
- Variable Option Name
- Variable Name
Action
Search

For builders

Let your AI safely access Onboard.io

Go beyond Zap workflows. Install Zapier in your AI to call Onboard.io actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Onboard.io from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Team Member to Map
Create or Update Customer

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Onboard.io actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Onboard.io connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "onboardio", owner: "me" });

await zapier.runAction({
  app: 'onboardio',
  action: 'add_team_member_to_map',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Onboard.io Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

Customer Support

Onboard.io Integrations

Put Onboard.io to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Onboard.io customers from new HubSpot companies

Create Onboard.io customers from new updates to Salesforce opportunities

Send channel messages in Slack for new Onboard.io maps

Produce maps in Onboard.io from new updates to Salesforce opportunities

Generate Jira issues from new or updated map tasks in Onboard.io

Create Onboard.io global tasks from new rows in Google Sheets

Create Onboard.io customers from new HubSpot companies

Create Onboard.io customers from new updates to Salesforce opportunities

Send channel messages in Slack for new Onboard.io maps

Produce maps in Onboard.io from new updates to Salesforce opportunities

Generate Jira issues from new or updated map tasks in Onboard.io

Create Onboard.io global tasks from new rows in Google Sheets

Update Gainsight companies when new Onboard.io maps are launched

Create Onboard.io customers from new organizations in Zendesk

Create Onboard customer from new company in Hubspot

Add new maps in Onboard.io to Salesforce custom objects

Update Salesforce records for newly updated maps in Onboard.io

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

Update Gainsight companies when new Onboard.io maps are launched

Create Onboard.io customers from new organizations in Zendesk

Create Onboard customer from new company in Hubspot

Add new maps in Onboard.io to Salesforce custom objects

Update Salesforce records for newly updated maps in Onboard.io

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

Let your AI safely access Onboard.io

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Onboard.io Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Onboard.io Integrations

Popular Onboard.io Integrations

Connect Your App Accounts to Zapier