OnboardingHub OnboardingHub

Zapier Integration

Connect OnboardingHub to thousands of apps using webhooks and Zapier. Automate workflows like sending Slack notifications when enrollments complete, syncing data to your CRM, or creating follow-up tasks when feedback scores are submitted.

No API keys or OAuth setup required -- just point a webhook at Zapier and start building.

How it works

  1. Create a webhook URL in Zapier (it gives you a URL to receive data)
  2. Add a webhook endpoint in OnboardingHub's Integrations > Webhooks settings
  3. Select the events you want to trigger your Zap
  4. Build your workflow using the incoming event data

Step 1: Create a Zap with a Webhook trigger

  1. Log in to Zapier and click Create Zap
  2. For the trigger, search for Webhooks by Zapier
  3. Choose Catch Hook as the trigger event
  4. Zapier generates a unique webhook URL -- copy it

Step 2: Register the webhook in OnboardingHub

  1. In your workspace, go to Integrations > Webhooks
  2. Click Add Endpoint
  3. Paste the Zapier webhook URL
  4. Select the events you want to trigger your Zap (e.g., enrollment.completed)
  5. Save the endpoint

Step 3: Send a test event

  1. Click Test on the webhook endpoint in OnboardingHub to send a test ping
  2. Back in Zapier, click Test trigger to confirm the data came through
  3. Zapier will display the webhook payload fields for mapping

Step 4: Add your action

Add any Zapier action using the webhook data. For example:

  • Slack: Send a message to #customer-success when an enrollment completes
  • Google Sheets: Log each enrollment to a spreadsheet
  • Gmail: Send a congratulations email when a guide is finished
  • HubSpot: Update a contact property when a CES score is submitted

Example: Slack notification on enrollment completion

  1. Trigger: Webhooks by Zapier > Catch Hook (subscribe to enrollment.completed)
  2. Action: Slack > Send Channel Message
  3. Map fields:
    • Channel: #onboarding
    • Message: {{data__contact__first_name}} {{data__contact__last_name}} completed "{{data__guide__name}}"

Automation ideas

Trigger event Automation
enrollment.created Send a welcome email or Slack DM to the new enrollee
enrollment.completed Notify the customer success team, update CRM status
enrollment.expired Send a reminder email, re-enroll the contact
ces.submitted Alert on low scores, log all scores to a spreadsheet
file.uploaded Copy the file metadata to a project management tool
step.completed Update a progress tracker in Google Sheets

Verifying webhooks (optional)

For added security, you can verify the HMAC signature on incoming webhooks. See Verifying signatures in the webhooks documentation for code examples in Ruby, Python, JavaScript, and Go.

Next steps

  • Webhooks -- event types, payload format, and signature verification
  • n8n integration -- connect OnboardingHub to n8n