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Onboard.io + Salesforce

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

Need an easy way to stay responsive to changes in your opportunities? This Zap can help. Once it's active, this integration will automatically create a new Onboard map when a Salesforce opportunity is marked as closed-won.

Need an easy way to stay responsive to changes in your opportunities? This Zap can help. Once it's active, this integration will automatically create a new Onboard map when a Salesforce opportunity is marked as closed-won.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    Onboard.ioOnboard.io
    Create Map

    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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Related categories

  • Customer Support
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