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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Customer Custom Field Updated" from Onboard.io.

Add your action

An action happens after the trigger—such as "Create or Update a Person" in Customer.io.

You’re connected!

Zapier seamlessly connects Onboard.io and Customer.io, automating your workflow.

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
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
- Id
  Required
- Email Address
- Attributes
Action
Write
- Id
  Required
- Event Name
  Required
- Event Data
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
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
- Anonymous Event Name
  Required
- Anonymous ID
  Required
- Anonymous Event Data
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Onboard.io and Customer.io to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Customer.io on the Zapier blog

Make work flow with AI

Level up your Onboard.io to Customer.io integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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Customer Support

About Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.

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