Onboard.io Integrations

Customer Support

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Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Filter by Zapier

Developer Tools, Zapier

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Intercom

Customer Support

Jira Software Cloud

Project Management

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Filter by Zapier

Developer Tools, Zapier

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Intercom

Customer Support

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Filter by Zapier

Developer Tools, Zapier

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Intercom

Customer Support

Jira Software Cloud

Project Management

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

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Quickly automate Onboard.io integrations with Zapier's templates

Create Onboard.io customers from new HubSpot companies
Details
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HubSpot + Onboard.io
Create Onboard.io customers from new updates to Salesforce opportunities
Premium
Details
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Salesforce + Onboard.io
Send channel messages in Slack for new Onboard.io maps
Details
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Onboard.io + Slack
Add new or updated tasks in Onboard.io as tasks in Asana
Details
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Onboard.io + Asana
Produce maps in Onboard.io from new updates to Salesforce opportunities
Premium
Details
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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 customers from new HubSpot companies

HubSpot + Onboard.io

Create Onboard.io customers from new updates to Salesforce opportunities

Premium

Salesforce + Onboard.io

Send channel messages in Slack for new Onboard.io maps

Onboard.io + Slack

Add new or updated tasks in Onboard.io as tasks in Asana

Onboard.io + Asana

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

Premium

Salesforce + Onboard.io

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

Onboard.io + Jira Software Cloud

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
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New Customer
Triggers when a new onboardee customer is created.
Trigger
Scheduled
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New Team Member
Triggers when a new Team Member is created.
Trigger
Scheduled
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- 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

Form Submitted
Triggers when a new form is created.
Trigger
Instant
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New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Trigger
Instant
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- Map
Trigger
Scheduled
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- Map ID (Optional)
- Event Type (optional)
- Task Name
Trigger
Scheduled
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- Role Type
Trigger
Scheduled
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- 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

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.

Related categories

Customer Support

Popular Onboard.io Integrations