If you are on Starter Plan or above, you can use OnVoard's integration Zapier to setup automations. Zapier allows you to connect to over 1000 other services where you can setup triggers and automate common workflows.
Some examples of workflows (zaps)
- Magento - Send review request from OnVoard after a shipment has been sent out.
- Zendesk - Send feedback survey from OnVoard after a ticket has been closed
- Setmore - Send NPS survey from OnVoard at the end of appointment
Follow the invite link below to add OnVoard's app to your zap
Once you accept the invitation, you can setup your zap as normal.
For authentication, you would need to use your api keys. Go to api details page (only owner has access) to get your api keys.