Onboard.io + Salesforce
Create Onboard.io customers from new updates to Salesforce opportunities
This Zap automatically creates a new customer in Onboard.io when a Salesforce opportunity is marked as closed-won. Prep your follow up workflows without slowing down for manual updates!
This Zap automatically creates a new customer in Onboard.io when a Salesforce opportunity is marked as closed-won. Prep your follow up workflows without slowing down for manual updates!
- When this happens...
New Outbound MessageTriggers when a new outbound message is received in Salesforce.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update CustomerCreates an onboardee customer. If an external ID or website is provided matches an existing customer, that customer will be updated.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Form Submitted
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Map ID (Optional)
Event Type (optional)
Task Name
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Company Website
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Map NameRequired
CustomerRequired
Target Launch Date
OwnerRequired
Variable Options
Variable Options (string)
Notes
External ID
Map Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Task Description
Internal?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Type
Required
OptionsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Map Task IDRequired
Status
Assignee Email
External ID
Time Spent
Time Spent Unit
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team Member EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVariable Option Name
Variable Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Map
Triggers when a new Map is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new onboardee customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Team Member
Triggers when a new Team Member is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMapRequired
Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Task IDRequired
Mention
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
First NameRequired
Last NameRequired
Account TypeRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MapRequired
Map Task NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MapRequired
Email AddressRequired
Assign Tasks
Assign to Roles
Assign to Roles (Name)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Map ID
Map Name
Status
Owner
Target Launch Date
Notes
External ID
Automatically adjust task due dates according to the new target launch date?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Map IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVariable NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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