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Onboard.io + Pipedrive Integrations

How to connect Onboard.io + Pipedrive

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  • Onboard.io triggers, actions, and search
    New Discussion Message
    Triggers when a new message is posted in the discussion of a Task.
    Trigger
    Instant
  • Onboard.io triggers, actions, and search
    New Map
    Triggers when a new Map is created.
    Trigger
    Scheduled
  • Onboard.io triggers, actions, and search
    Updated Map
    Triggers when a Map's properties such as status, owner, or target launch date is changed.
    Trigger
    Scheduled
  • Onboard.io triggers, actions, and search
    New Customer
    Triggers when a new onboardee customer is created.
    Trigger
    Scheduled
  • Onboard.io triggers, actions, and search
    New or Updated Map Task
    Triggers when any tasks in any Map within your account are created, updated, or removed. Event Type field will be returned as "created", "updated", or "removed".
    Trigger
    Scheduled
  • Onboard.io triggers, actions, and search
    New Team Member
    Triggers when a new Team Member is created.
    Trigger
    Scheduled
  • Onboard.io triggers, actions, and search
    Add Team Member to Map
    Adds an existing team member to a Map.
    Action
    Write
  • Onboard.io triggers, actions, and search
    Create or Update Customer
    Creates an onboardee customer. If an external ID or website is provided matches an existing customer, that customer will be updated.
    Action
    Write
  • Onboard.io

    Creates a Map with an owner, and optional target launch date and generates tasks based on variable options selected. Note: at least one variable option is required for the Map to be created.

    Scheduled

    Action

  • Onboard.io

    Creates a global Task Section

    Scheduled

    Action

  • Onboard.io

    Creates a Global Task

    Scheduled

    Action

  • Onboard.io

    Creates a Team Member

    Scheduled

    Action

  • Onboard.io

    Creates a Variable

    Scheduled

    Action

  • Onboard.io

    Action to find a specific Map Task by name and Map id.

    Scheduled

    Action

  • Onboard.io

    Finds an Onboardee User by email.

    Scheduled

    Action

  • Onboard.io

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

    Scheduled

    Action

  • Onboard.io

    Updates a Map with an owner, and optional target launch date and generates tasks based on variable options selected. Note: at least one variable option is required for the Map to be created.

    Scheduled

    Action

  • Onboard.io

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

    Scheduled

    Action

  • Onboard.io

    Gets information about a Map by the provided ID.

    Scheduled

    Action

  • Onboard.io

    Finds a Team Member in your account by email.

    Scheduled

    Action

  • Onboard.io

    Finds a Variable by name

    Scheduled

    Action

  • Onboard.io

    Finds available variable options in account.

    Scheduled

    Action

  • Pipedrive

    Triggers when a new activity is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an activity matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new deal is created.

    Instant

    Trigger

  • Pipedrive

    Triggers when a deal matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a Lead is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new organization is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an organization matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new person is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a person matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a deal's stage is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing deal is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing organization is updated.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an existing person is updated.

    Scheduled

    Trigger

  • Pipedrive

    Adds a product to a deal.

    Scheduled

    Action

  • Pipedrive

    Creates a new activity.

    Scheduled

    Action

  • Pipedrive

    Creates a new deal.

    Scheduled

    Action

  • Pipedrive

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    Scheduled

    Action

  • Pipedrive

    Adds a follower to a deal, organization, person or product.

    Scheduled

    Action

  • Pipedrive

    Creates a new lead.

    Scheduled

    Action

  • Pipedrive

    Creates a new note.

    Scheduled

    Action

  • Pipedrive

    Creates a new organization.

    Scheduled

    Action

  • Pipedrive

    Creates a new person.

    Scheduled

    Action

  • Pipedrive

    Creates a new product.

    Scheduled

    Action

  • Pipedrive

    Updates an existing activity.

    Scheduled

    Action

  • Pipedrive

    Updates an existing deal.

    Scheduled

    Action

  • Pipedrive

    Updates an existing organization.

    Scheduled

    Action

  • Pipedrive

    Updates an existing person.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name.

    Scheduled

    Action

  • Pipedrive

    Finds an organization.

    Scheduled

    Action

  • Pipedrive

    Finds a person.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name.

    Scheduled

    Action

  • Pipedrive

    Finds a product or products by name, ID, or product code (with line item support).

    Scheduled

    Action

  • Pipedrive

    Finds a user by name, email or ID.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds an organization by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a person by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name, or creates one if none are found.

    Scheduled

    Action

How Onboard.io + Pipedrive Integrations Work

  1. Step 1: Authenticate Onboard.io and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Pipedrive Tutorials

onboardio logo
onboardio logo

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

pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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