Onboard and Redoak integrations and automations

Seamlessly connect Onboard and Redoak. 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…

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

Redoak
  • New Document Uploaded
    Triggers when a new document is uploaded to Red Oak
  • Submission Updated
    Triggers when a submission is updated in Red Oak

    • 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

Redoak
  • Download Document
    Download a document file from Red Oak
  • Get Submission by ID
    Get a submission with full details from Red Oak
  • List Documents
    List documents for a submission in Red Oak

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation