Integration Opportunities
9 min
API & Automation Platforms
Automatic Addition of Stakeholders
Use Case
Customer has a CRM, employee system or similar and has an automated process to setup new clients/employees etc.. They want to automatically add contacts to the 360Pulse and to a specifc Pulse check.
Platforms
- Public REST API
- Zapier
- Make.com
Functions
- Add/Edit/Archive Organization - Fail if active contacts
- Add/Edit/Archive Contact
- Add/Edit/Delete Tag Group - Fail if tag group has tags
- Add/Edit/Delete Tag
- Add/Remove Contact from Pulse Check
Notification of Completed Pulse Check
Use Case
Customer wants to get alerts when someone completes a pulse check. They might turn them into slack notifications or emails, or something else via an automation platform.
Platforms
- Outbound Webhook
- Zapier Trigger
- Make.com Trigger
Functions
- Sends Webhook with data