Onboard.io Integrations

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Onboard.io logo

Do more with Onboard.io

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Integrate HubSpot with Onboard.io

HubSpot

Marketing Automation
Integrate Google Sheets with Onboard.io

Google Sheets

Google +1Google, Spreadsheets
Integrate Slack with Onboard.io

Slack

Team Chat
Integrate Salesforce with Onboard.io

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Jira Software Cloud with Onboard.io

Jira Software Cloud

Project Management
Integrate Gainsight with Onboard.io

Gainsight

Beta +1Beta, CRM (Customer Relationship Management)
Integrate Asana with Onboard.io

Asana

Project Management
Integrate Pipedrive with Onboard.io

Pipedrive

CRM (Customer Relationship Management)
Integrate Google Docs with Onboard.io

Google Docs

Documents +1Documents, Google
Integrate Zendesk with Onboard.io

Zendesk

Customer Support +1Customer Support, Premium
Integrate ClientSuccess with Onboard.io

ClientSuccess

CRM (Customer Relationship Management)

Connect Onboard.io to 3,000+ Apps

  • Salesforce logoOnboard.io logo

    Create Onboard.io customers from new updates to Salesforce opportunities

    Salesforce + Onboard.io

  • Onboard.io logoSlack logo

    Send channel messages in Slack for new Onboard.io maps

    Onboard.io + Slack

  • Onboard.io logoAsana logo

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

    Onboard.io + Asana

  • HubSpot logoOnboard.io logo

    Generate Maps in Onboard.io from HubSpot Deals

    HubSpot + Onboard.io

  • Salesforce logoOnboard.io logo

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

    Salesforce + Onboard.io

  • Onboard.io logoJira Software Cloud logo

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

    Onboard.io + Jira Software Cloud

Onboard.io Integration Details

The following Onboard.io Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Create Customer

    Creates an onboardee customer.

  • Create Team Member

    Creates a Team Member

  • Add Team Member to Map

    Adds an existing team member to a Map.

  • Create Map

    Creates a Map with owner, and optional target launch date and generates tasks based on variable options selected.

  • Create Global Task Section

    Creates a global Task Section

  • Create Global Task

    Creates a Global Task

  • Create Variable

    Creates a Variable

  • Invite Customer to Map

    Invite someone from the Customer's team to a Map.

  • Update Map Task

    Updates a Task status within an existing Map. (Requires Map Task ID)

Searches

  • Find Team Member by Email

    Finds a Team Member in your account by email.

  • Find Variable by Name

    Finds a Variable by name

  • Find Variable Option

    Finds available variable options in account.

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