Evisort and Onboard integrations and automations

Seamlessly connect Evisort 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Evisort
  • New/updated Document
    New/updated record in Evisort

    • 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…

Evisort
  • Custom action
    Custom action in Evisort (Custom)
  • Advanced search documents
    Retrieves a list of documents, as specified by the search query
  • Create record
    Create record in Evisort
  • Delete record
    Delete a specific record in Evisort
  • Download document
    Download a specific document via its Evisort ID in Evisort
  • Get record by ID
    Retrieves a specific record in Evisort via its ID
  • Import process errors results spreadsheets
    Import process errors results spreadsheets for user in Evisort.
  • Import summary errors results spreadsheets
    Import summary errors results spreadsheets for user in Evisort.
  • Move ticket to completed stage
    Move a specific ticket to completed stage via its ID in Evisort.
  • Move ticket to next stage
    Move a specific ticket to next stage via its ID in Evisort.
  • Search records
    Retrieves a list of record in Evisort
  • Update record
    Update record in Evisort
  • Upload document
    Upload a specific document in Evisort.
  • Get user export
    Retrieve user exports in Evisort

    • 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

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