onboard Zapier integrationAutomate onboard with Zapier.
The onboard Zapier integration has 1 action and no trigger, and it works on the free plan. Create Application files a candidate in onboard from a form, a job board or any app Zapier can read, so applications land in one place without retyping.
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What the onboard Zapier integration is for
onboard is recruiting software that helps a company find employees and then manage them. Connecting it to Zapier lets applications collected outside onboard enter it on their own, from a careers page form, a job board or a spreadsheet. The flow goes one way only: into onboard.
With one action, the results differ by where the candidate comes from. A careers form that feeds the pipeline: each answer becomes an application through Create Application, with first name, last name and e-mail address filled in. A recruiting event that leaves no paper behind: a sign-up sheet filled at a fair becomes a batch of applications the recruiters can sort. A referral program that reaches HR directly: a colleague's referral form files the candidate without anyone forwarding an e-mail.
The action also carries the candidate's choices. Send confirmation e-mail decides whether onboard sends the applicant a receipt. Accept archivation and Accept Forwarding to Business Group record whether the candidate agrees to be kept on file, or passed on to other companies of the group, if the application fails.
What Zapier does not do for onboard: there is no trigger, so a new application or a hire inside onboard cannot start a Zap. There is no search and no update. The same app also has an onboard Make integration page, and n8n vs Zapier helps before settling on a tool.
Zapier vocabulary in one minute
Eight words carry this page. Each keeps the meaning given here.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. onboard has none, so a form or another app always plays this part.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something for you. Create Application is one.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The count on your plan is a count of those.
- Polling trigger
- A trigger Zapier checks on a timer, asking the app for new items at a fixed interval and keeping only the unseen ones.
- Instant trigger
- A trigger the app reports itself, calling Zapier the moment the event happens, so nothing waits for the next check.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Connection
- Your account of an app linked to Zapier once, then reused by every step that uses that app.
What onboard costs in Zapier tasks
onboard is not a premium app on Zapier, so it runs on the free plan. You pay in tasks, and only completed actions count.
- Free plan100 tasks per month, unlimited Zaps
- One application filedOne task
- Failed applicationNot counted
- Filter or second actionMulti-step Zap, paid plan
Each application Create Application files successfully is one task. One that fails, because the e-mail address is missing for example, is not billed. The trigger of the form or job board costs nothing, and neither do Zapier's checks on it. On the free plan, a Zap holds two steps: that trigger and Create Application. Put a filter in front to keep only one job opening, or add a second action such as a message to the hiring manager, and the Zap becomes multi-step, which needs a paid plan.
Connect your onboard account in three steps
- 01
Open the Apps page
In Zapier, go to Apps and click + Add connection. You need an onboard account, plus write access on any job opening you do not manage and want the Zap to fill.
- 02
Choose onboard
Search onboard by name in the dialog, select it and click Add connection. A tab opens where you sign in to the onboard account your recruiting team uses.
- 03
Sign in and grant access
Sign in to onboard in that tab and allow Zapier to reach the account. The connection then appears on the Apps page, ready for every Zap that files applications.
Your first onboard Zap: every careers form answer becomes an application
GoalA candidate submits the careers form; the application is filed in onboard, with a receipt sent if you choose to.
- 01
Pick the trigger app
Create a Zap and choose your form tool as the app that starts it, with its new-entry event. onboard cannot start a Zap, so this first card is always another app.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent entries of the connected account, so you map the fields on a real candidate.
- 03
Add Create Application
Add onboard as the action with Create Application. Map First name, Last name and E-mail address from the matching form answers.
- 04
Set the candidate options
Decide on Send confirmation e-mail, then map Accept archivation and Accept Forwarding to Business Group to the matching consent questions of the form.
- 05
Test, then publish
Test the action and check the application in onboard. Then click Publish. Entries sent before that moment are not filed.
The onboard action
onboard gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Application
ActionIn Zapier“Creates an application in onboard.”
Files a new candidate in onboard from data another app collected. First name, last name and e-mail address are required; the receipt and the two consent options are up to you.
When an onboard Zap breaks
Zapier links no help article to onboard, so the cases below are the general traps, applied to this app.
Four mechanisms explain what goes wrong in a Zap that files applications in onboard. They are not bugs: Zapier works this way, and each has a simple answer. For a Zap that still fails, the Zapier troubleshooting page goes further.
Earlier candidates stay outside
A Zap only reacts to what happens after it is switched on. Applications received before that moment are not filed in onboard; moving them is a separate job.A loop through the form tool
If the trigger app watches a place your Zap also writes to, each new application can start the Zap again and use up tasks fast.A big batch held back
When the trigger app suddenly returns a huge batch, after importing a list of candidates for example, Zapier's flood protection can hold the runs back.No double applications
On a polling trigger, Zapier remembers what it has already seen, so the same form entry does not file the same candidate twice.
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