Onboard.io + Zendesk
Create Onboard.io customers from new organizations in Zendesk
With this integration on, when a new organization is created in Zendesk, a matching customer will be added to Onboard.io automatically.
With this integration on, when a new organization is created in Zendesk, a matching customer will be added to Onboard.io automatically.
- When this happens...
New OrganizationTriggers when a new organization is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - 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 Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
Should the comment be public?
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Subject
Assignee
Group
New status
New Comment to add to the Ticket
New Comment format
Should the new Comment be public?
Tags
Additional Tags
Remove Tags
Type
Priority
Submitter
Brand
External ID
Requester
Sharing Agreements
Ticket form
Collaborators
Collaborator Emails
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
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
New Map
Triggers when a new Map is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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
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
Ticket (Required for non-admins)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Comment body
Comment format
Should the Comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Name
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
NameRequired
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundForm 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 ZapScheduledZapier 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
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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About Zendesk
Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
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