Onboard and Zuora for Salesforce integrations and automations

Seamlessly connect Onboard and Zuora for Salesforce. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build powerful workflows, fast

Triggers

When this happens…

Onboard
  • New Discussion Message
    Triggers when a new message is posted in the discussion of a Task.
  • Map Updated
    Map Updated
  • New or Updated Map Task
    Triggers when a Map Task is created or updated.
  • New Map
    Triggers when a new Map is created.

    • Any other trigger you can think up

Zuora for Salesforce
  • Object created
    Object created in Zuora for Salesforce
  • Daily object review
    Daily Object review in Zuora for Salesforce
  • Object created/updated
    Object created/updated in Zuora for Salesforce

    • Any other trigger you can think up

Actions

Do this…

Onboard
  • Create Customer
    Creates a customer.
  • Create Map
    Creates a Map.
  • Delete Customer
    Delete Customer
  • Delete Map
    Delete Map
  • Delete Map Task
    Delete Map Task
  • List Customers
    List of client customers.
  • Post Discussion Message
    Posts a discussion a message in the given task.
  • Find Map Task
    Find Map Tasks by Name.
  • Update Map
    Update Map
  • Update Map Task
    Update Map Task

    • Any other action you can think up

Zuora for Salesforce
  • Custom action
    Custom action in Zuora for Salesforce (Custom)
  • Create object
    Create object in Zuora for Salesforce
  • Get related objects Batch
    Get related object list in Zuora for Salesforce
  • Search objects Batch
    Search for objects in Zuora for Salesforce
  • Update object
    Update object in Zuora for Salesforce

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo