Salesforce integration with Onboard.io
How to Create Onboard.io customers from new updates to Salesforce opportunities
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Onboard.io customers from new updates to Salesforce opportunities" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Onboard.io integrations
Onboard.io actions
Nekton can use any feature that is available in Onboard.io API.
Using our advanced AI, you can easily create custom automations for Onboard.io.
Here are some typical actions you can do in your automated workflows.
Create or Update Customer
Creates an onboardee customer. If an external ID or website is provided matches an existing customer, that customer will be updated.
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.
Create Global Task
Creates a Global Task
Create Variable
Creates a Variable
Find Onboardee by Email
Finds an Onboardee User by email.
Update Map
Updates 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.
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.