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OnboardMe + Zapier
React the moment a proposal is accepted or an eForm is submitted, or kick off proposals, onboarding and bills from the tools you already use.
What syncs
What moves between OnboardMe and Zapier.
Automations → to Zapier
Instant triggers for Proposal Accepted and eForm Submitted, with full details.
Clients ⇄ both ways
Create leads, clients, contacts and deals, or search them from any Zap.
Invoices ← into OnboardMe
Create and send bills and payment links, and fetch bill and statement PDFs.
How it works
How OnboardMe works with Zapier.
Step 1
Create API access
An admin creates an API access ID and key under Settings → Integrations.
Step 2
Connect in Zapier
Add OnboardMe in Zapier and choose your region.
Step 3
Build your Zaps
Use triggers, actions and searches to automate the rest of your workflow.
Setup
Getting connected
Connect with an API access ID and key. Webhook deliveries are signed for verification.
- Send proposals from templates, dispatch eForms, convert leads and start onboarding.
- Send ID verification or AML checks.
- Available in Australia & New Zealand, the United Kingdom and South Africa.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
Book an OnboardMe demo with a real human. Yes, an actual one. No sales scripts, robots or pre-recordings, just answers.
Book a demo