Integrate Onboard with Retently

Trigger NPS/CSAT surveys at key implementation milestones, sync customer profiles and project status updates with Retently, and use survey feedback to enhance implementation strategies and customer satisfaction.

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About Onboard

Onboard is a software service designed for customer implementation, allowing teams to automate implementation plans, manage customer information, and enhance visibility of customer projects.

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Onboard to Retently

1

Customer Custom Field Updated

Triggers when selected customer custom field is updated.
2

Map Custom Field Updated

Triggers when selected map custom field is updated.
3

New Map

Triggers when a new Map is created.
4

New Customer

Triggers when a new onboardee customer is created.
5

New Team Member

Triggers when a new Team Member is created.
6

Form Submitted

Triggers when a new form is created.
7

New Discussion Message

Triggers when a new message is posted in the discussion of a Task.
8

Updated Map

Triggers when a Map's properties such as status, owner, or target launch date are changed.
9

New or Updated Map Task

Triggers when any tasks in any Map within your account are created, updated, or removed.
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Retently to Onboard

1

Add Team Member to Map

Adds an existing team member to a Map.
2

Create Discussion Message

Posts a message on a particular task's discussion in a Map.
3

Create Global Task Section

Creates a global Task Section.
4

Create Team Member

Creates a Team Member.
5

Find Map Task

Action to find a specific Map Task by name and Map ID.
6

Invite Customer to Map

Invites someone from the Customer's team to a Map.
7

Update Map

Updates a Map with an owner, optional target launch date, and generates tasks based on variable options selected.
8

Get Map Info

Gets information about a Map by the provided ID.
9

Find Variable by Name

Finds a Variable by name.
10

Roles

Lists of onboard roles.
11

Create or Update Customer

Creates an onboardee customer or updates an existing customer if an external ID or website is provided.
12

Create Map

Creates a Map with an owner, optional target launch date, and generates tasks based on variable options selected.
13

Create Global Task

Creates a Global Task.
14

Create Variable

Creates a Variable.
15

Find Onboardee by Email

Finds an Onboardee User by email.
16

Create One-Off Task

Adds a one-off Task to a Map.
17

Update Map Task

Updates a Task status within an existing Map.
18

Find Team Member by Email

Finds a Team Member in your account by email.
19

Find Variable Option

Finds available variable options in account.

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