Onboard.io + Salesforce

Update Salesforce records for newly updated maps in Onboard.io

If you would like to keep your Onboard.io map data up-to-date with Salesforce automatically, this is the template for you. Once active, when there is a new updated map in Onboard.io, a Salesforce record will be updated.

When this happens...
Updated Map
Triggers when a Map's properties such as status, owner, or target launch date is changed.
TriggerScheduled
automatically do this...
Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this...
Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

- Custom Field
Trigger
Instant
Try It
- Custom Field
Trigger
Instant
Try It
New Map
Triggers when a new Map is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new onboardee customer is created.
Trigger
Scheduled
Try It
New Team Member
Triggers when a new Team Member is created.
Trigger
Scheduled
Try It

- MapRequired
- Team MemberRequired
Action
Write
- MessageRequired
- Task IDRequired
- Mention
Action
Write

- NameRequired
- Description
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Account TypeRequired
- RoleRequired
Action
Write
- MapRequired
- Map Task NameRequired
Action
Write
- MapRequired
- Email AddressRequired
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
Action
Write
- Map ID
- Map Name
- Status
- Owner
- Target Launch Date
- Notes
- External ID
Action
Write
- Map IDRequired
Action
Search
- Variable NameRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

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
Scheduled
Try It
- Map ID (Optional)
- Event Type (optional)
- Task Name
Trigger
Scheduled
Try It
- Role Type
Trigger
Scheduled
Try It
- Company NameRequired
- Company Website
- External ID
Action
Write
- Map NameRequired
- CustomerRequired
- Target Launch Date
- OwnerRequired
- Variable Options
- Variable Options (string)
- Notes
- External ID
- Map Type
Action
Write
- Task NameRequired
- Task Description
- Internal?
Action
Write
- NameRequired
- Type
- Required
- OptionsRequired
Action
Write
- EmailRequired
Action
Write
- 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
Action
Write
- Map Task IDRequired
- Status
- Assignee Email
- External ID
- Time Spent
- Time Spent Unit
- Due Date
Action
Write
- Team Member EmailRequired
Action
Search
- Variable Option Name
- Variable Name
Action
Search
- History ObjectRequired
Trigger
Scheduled
Try It
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
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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.

Help

Related categories

Customer Support

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Onboard.io + Salesforce

Update Salesforce records for newly updated maps in Onboard.io

Customer Custom Field Updated

Custom Field

Map Custom Field Updated

Custom Field

New Map

New Customer

New Team Member

Add Team Member to Map

Team MemberRequired

Create Discussion Message

MessageRequired

Task IDRequired

Mention

Create Global Task Section

NameRequired

Description

Create Team Member

Email AddressRequired

First NameRequired

Last NameRequired

Account TypeRequired

RoleRequired

Find Map Task

MapRequired

Map Task NameRequired

Invite Customer to Map

MapRequired

Email AddressRequired

Assign Tasks

Assign to Roles

Assign to Roles (Name)

Update Map

Map ID

Map Name

Status

Owner

Target Launch Date

Notes

External ID

Get Map Info

Map IDRequired

Find Variable by Name

Variable NameRequired

New Contact

New Lead

New Record

Salesforce ObjectsRequired

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired