Casavi and Onboard integrations and automations

Seamlessly connect Casavi and Onboard. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

Build Powerful Workflows, fast

Triggers

When this happens…

Casavi

New events Real-time
New events in Casavi
New or updated trigger
New or updated trigger in Casavi
New or updated trigger (Batch)
New or updated trigger in Casavi (Batch)
New trigger
New trigger in Casavi
New trigger (Batch)
New trigger in Casavi (Batch)

Any other trigger you can think up

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

Actions

Do this…

Casavi

Create record
Create record in Casavi
Custom action
Custom action in Casavi
Delete record
Delete record in Casavi
Execute operation
Execute operation in Casavi
Get record details by ID
Get record details by ID in Casavi
Search records
Search records in Casavi
Update record
Update record in Casavi

Any other action you can think up

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

One platform

Power
Agility
Speed
Innovation