Resources · Zapier integration

ONBORD Zapier integrationAutomate ONBORD with Zapier.

ONBORD Zapier integration: 4 triggers, 0 actions, 0 searches. All four triggers are instant, so ONBORD reports each applicant event to Zapier and your Zap runs right away on any plan, free one included. Zapier listens to ONBORD here; it never writes back into it.

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the ONBORD Zapier integration actually does

ONBORD runs a digital onboarding flow for applicants. Plugged into Zapier, it becomes a source of signals: when an applicant is verified, made live, exported or deleted, ONBORD tells Zapier, and Zapier carries that news into the other tools your team works in. ONBORD is the starting point of the Zap, never the destination.

Three results people usually build. First, a heads-up for the people who review files: Applicant Verified starts a Zap that posts in a team chat once an identity check has completed, so nobody refreshes the onboarding screen waiting for it. Second, a clean record of who went live: Applicant Made Live adds a line to a spreadsheet or a CRM, which gives sales or account managers one list to work from. Third, a tidy cleanup: Applicant Deleted lets you remove or flag that person in the other tools, so a deleted applicant does not linger in a mailing list.

What Zapier does not do for ONBORD matters just as much. There is no action and no search: a Zap cannot create an applicant, change one, or look one up inside ONBORD. If your plan was to push people from a form into ONBORD through Zapier, this integration will not get you there. It only works in one direction, out of ONBORD.

If you are weighing other automation tools for this one-way flow, the Make vs Zapier and n8n vs Zapier pages sit next to this one.

Vocabulary

Zapier vocabulary in one minute

Eight words come back on every Zapier screen. Here they are in plain English, once, before the rest of the page uses them.

Zap
The automation you build: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for that event and nothing else.
Action
What the Zap does after it starts: the step that writes, sends or moves something in another tool for you.
Task
The unit Zapier bills. One task equals one action your Zap completes successfully; your plan counts those.
Polling vs instant trigger
A polling trigger is checked on a timer. An instant trigger is reported by the app itself, so it never waits for a check.
Filter
A step that lets the Zap continue only when the incoming item meets a condition you set, and stops it otherwise.
Connection
Your ONBORD account linked to Zapier once, then reused by every step and every Zap that talks to ONBORD.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action or a filter makes it one, and it then needs a paid plan.
Cost

What it really costs you

Short version: listening to ONBORD is free, and you only pay in tasks for what the Zap does afterwards.

  • ONBORD trigger firing0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, 2 steps per Zap
  • Premium appNo, works on the free plan

A trigger never costs a task, so an applicant being verified costs nothing by itself. Each action that succeeds counts once; a Zap with three actions uses three times what a one-action Zap uses, and an action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger and one action. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. ONBORD is not a premium app, so it works on the free plan. The polling grid below does not apply here, because every ONBORD trigger is instant.

Connect

Connect your ONBORD account in 3 steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need an ONBORD account first, plus access to the applicants you want the Zap to follow if they belong to someone else.

  2. 02

    Find ONBORD

    Type ONBORD in the search box of the dialog, pick it from the list, then click Add connection. Zapier keeps this connection and reuses it in every Zap that starts from ONBORD.

  3. 03

    Sign in and grant access

    A tab opens on ONBORD. Sign in with the account whose applicants you want to watch, then grant Zapier access to it. Back in Zapier, the connection appears on the Apps page, ready for your first Zap.

First Zap

Your first ONBORD Zap, step by step

GoalEach verified applicant lands in a shared spreadsheet, then the review team gets a chat message.

  1. 01

    Build: start from ONBORD

    Create a Zap, pick ONBORD as the app that starts it, then Applicant Verified as the event. Select the ONBORD connection you added earlier.

  2. 02

    Test the trigger

    Run the trigger test. Zapier brings back the three most recent items of the connected account, so pick a real applicant to map the next steps on.

  3. 03

    Add the spreadsheet action

    Add a Google Sheets action and map the applicant details from the trigger into the columns of your sheet. Test the step and read what came back before going on.

  4. 04

    Add the chat message

    Add a Slack action that posts in the review channel. This second action makes the Zap multi-step, so it needs a paid plan. Test it once.

  5. 05

    Publish

    Publish the Zap to switch it on. From then on each verified applicant runs it right away, and the Zap uses two tasks per applicant.

Triggers

The 4 ONBORD triggers

4 events start a Zap when something happens in ONBORD, and 4 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Applicant Deleted

Instant trigger

In Zapier“Triggers when an applicant is deleted.”

This one starts your Zap when an applicant is removed from ONBORD. It is the event to use when you want the other tools to forget that person too, instead of keeping a stale row or contact that nobody will ever clean up by hand.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
archive the matching line in a tracking spreadsheet, or unsubscribe the contact from a newsletter tool, so your lists stay in step with ONBORD.
2

Applicant Exported

Instant trigger

In Zapier“Triggers when an applicant is exported.”

When an applicant is exported from ONBORD, Zapier receives the event and your Zap begins. Think of it as a hand-off signal: the file leaves ONBORD, and the next system hears about it without anyone copying details across.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
notify the finance or HR owner of the next stage, or create the record in the tool that takes over after onboarding.
Watch out
a sudden, very large batch of events can be held back by Zapier's flood protection instead of running at once.
3

Applicant Made Live

Instant trigger

In Zapier“Triggers when an applicant is made live.”

Your Zap kicks off when an applicant is made live in ONBORD. Of the four, it is the natural start for anything you do once an applicant is live, such as welcoming or counting them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
add the new customer to your CRM, send a welcome email from your mail tool, or log the go-live in a reporting sheet the sales team reads.
Watch out
people made live before the Zap was published are not picked up; only new ones count from that point.
4

Applicant Verified

Instant trigger

In Zapier“Triggers when identity verification of an applicant has completed.”

ONBORD sends this event once the identity verification of an applicant has completed. It is the checkpoint compliance and onboarding teams tend to wait on, and the trigger turns it into a message or a record instead of a screen someone has to keep checking.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
ping the reviewer in a team chat, or move the applicant to the next column of a project board so the following step can begin.
Watch out
the event says the check has completed, not that it passed, so do not wire it as an approval without checking.
When it breaks

When an ONBORD Zap breaks

Zapier publishes no help article and no specific limit for ONBORD. What can go wrong comes from the way every Zap works.

Four cases cover almost every ONBORD Zap that stops behaving. If yours does not match any of them, the Zapier troubleshooting page is the next stop.

  • Old applicants never show up

    A Zap only reacts to events that happen after it is switched on. Applicants verified or made live earlier are not picked up; moving that backlog is a separate job.
  • The Zap keeps restarting itself

    A Zap that writes into the place its own trigger watches sets itself off again and again. With ONBORD triggers this needs another tool feeding back into ONBORD, and it burns tasks fast.
  • A big batch is held back

    When a trigger suddenly sends a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those runs back instead of firing them all.
  • The second step will not save

    On the free plan a Zap stops at one trigger and one action. A filter or a second action turns it into a multi-step Zap, which needs a paid plan.
Need help

Need help automating ONBORD with Zapier?

A person reads every message.

FAQ

ONBORD Zapier integration: common questions

01Is the ONBORD Zapier integration free?
Yes, on the Zapier side. ONBORD is not a premium app, so it works on the free plan, which gives you 100 tasks a month and as many Zaps as you like. The catch is the shape of the Zap: the free plan only builds two-step Zaps, one ONBORD trigger and one action in another tool. If you want a filter or a second action, you need a paid plan. Whatever your ONBORD subscription costs is a separate question that Zapier does not answer.
02How many tasks does an ONBORD Zap use?
The ONBORD trigger itself uses none. Zapier only counts actions that succeed, one task each. A Zap that starts on Applicant Made Live and then adds a CRM contact uses one task per applicant; if it also sends a chat message, that is two tasks per applicant. An action that fails is not counted against your plan. So the real cost scales with the number of applicants who reach the event you picked, times the number of actions in the Zap.
03Does ONBORD trigger Zapier in real time?
Yes. All four ONBORD triggers are instant: ONBORD reports each event to Zapier itself, so the Zap starts right away instead of waiting for a scheduled check. That also means the plan interval grid, 15 minutes on Free down to 1 minute on Team and Enterprise, does not apply to them. A free plan gets the same speed as a paid one here. In the editor, a Zap built on an instant trigger shows a lightning bolt.
04What does it take to connect ONBORD to Zapier?
Two things: an ONBORD account, and access to the applicants you want the Zap to follow if they are not yours. In Zapier you open the Apps page, click + Add connection, search for ONBORD, click Add connection, then sign in to ONBORD in the tab that opens and grant Zapier access. The connection is stored once and reused by every Zap that starts from ONBORD, so you only do this the first time.
05Can Zapier create or update applicants in ONBORD?
No. The integration has four triggers and no action and no search, so Zapier can react to what happens in ONBORD but cannot write anything into it or look an applicant up. Every Zap you build here starts in ONBORD and ends in another tool. If your workflow needs to push new applicants into ONBORD from a form or a CRM, that part has to happen outside this Zapier integration.
06What if the ONBORD event you want is not in Zapier?
Then the ONBORD integration on Zapier cannot start your Zap from it. The only events on offer are Applicant Deleted, Applicant Exported, Applicant Made Live and Applicant Verified. A workable path is to pick the closest of the four and add a filter so the Zap goes on only for the cases that matter, keeping in mind that a filter makes the Zap multi-step and needs a paid plan. Otherwise, the gap is worth raising with ONBORD directly.
07Zapier, Make or n8n for ONBORD?
Decide on criteria, not on a ranking. On Zapier, ONBORD offers four instant triggers that work on the free plan, with costs counted in tasks per successful action. Check whether the other tool offers the same ONBORD events, whether it can also write into ONBORD, how it bills a run, and whether its free tier covers the number of steps your Zap needs. The answer depends on which of those matters most for your onboarding flow.