Integrate onboardio with your favorite apps

Onboardio (onboard.io) is a SaaS platform for managing customer implementations using customizable MAPS. viaSocket connects Onboardio to your other business apps so new customers, plan changes, and key events can automatically create and update implementation plans, tasks, and reporting without manual setup.

You can automate creation of implementation MAPS from CRM deals, sync tasks and statuses with project or ticket tools, trigger onboarding from billing events, send customer updates when milestones change, and push implementation data into dashboards or reports for leadership.

No. viaSocket is built for operators and customer teams. You use a visual workflow builder to define triggers and actions—such as "when a deal closes, create an Onboardio MAP"—without writing code. Technical teams can still review and extend automations if needed, but they are not required to start.

viaSocket can use AI on top of your Onboardio data to spot risk and reduce busywork. For example, it can summarize complex implementation timelines for executives, highlight stalled accounts, or draft follow-up plans and customer messages based on open tasks and missed milestones.