Put OnboardMe to work with AI and enterprise-grade automation
Automate smarter with OnboardMe and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Slack
Team Chat
Calendly
Scheduling & Booking
HubSpot
Marketing Automation
Asana
Project Management
Cal.com
Scheduling & Booking
FYI
Accounting
Mailchimp
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Slack
Team Chat
Calendly
Scheduling & Booking
HubSpot
Marketing Automation
Asana
Project Management
Cal.com
Scheduling & Booking
FYI
Accounting
Slack
Team Chat
Calendly
Scheduling & Booking
HubSpot
Marketing Automation
Asana
Project Management
Cal.com
Scheduling & Booking
FYI
Accounting
Mailchimp
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New eForm Submitted
Triggers when an eForm submitted.
Try ItTriggerInstant - Template IDRequired
- Client KeyRequired
- Send EmailRequired
ActionWrite- Client typeRequired
- Client StatusRequired
- Client Code
- Client Name / Company NameRequired
- Middle Name
- Client Surname
- Client Initials
- Client Birth Date
- Place of Birth
- Client EmailRequired
- Client Telephone
- Client Mobile
- Client Tax Number
- Tax Number Not Required
- Client Sales Tax Number
- Client Company Number
- Client Identity Number
- Client Gender
- Client Note
ActionWrite- Client NameRequired
- Client EmailRequired
- Client MobileRequired
- Include AML Check
- Skip Sending Verification EmailRequired
ActionWrite
- New Proposal Accepted
Triggers when a proposal is accepted.
Try ItTriggerInstant - eForm Template IDRequired
- Client NameRequired
- Client EmailRequired
- Send EmailRequired
ActionWrite- Client KeyRequired
- Include AML Check
- Skip Sending Verification EmailRequired
ActionWrite- Entity NameRequired
- Entity TypeRequired
- Email
- Mobile
- Lead Value
- Note Subject
- Note Text
ActionWrite
For builders
Let your AI safely access OnboardMe
Go beyond Zap workflows. Install Zapier in your AI to call OnboardMe actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in OnboardMe from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose OnboardMe actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a OnboardMe connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "onboardme", owner: "me" });
await zapier.runAction({
app: 'onboardme',
action: 'eform_create',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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