Integrations

Integration Paths

Onboard supports multiple integration models based on your product and team needs.

API-First Integrations

Build direct integrations with the Onboard REST API for maximum flexibility.

Event-Driven Integrations

Use webhooks for near real time updates and automated downstream processing.

iPaaS and automation platforms

iPaaS (integration platform as a service) tools let you connect Onboard to thousands of other apps with visual workflows, without hosting your own integration code.

• Zapier — Use the official Onboard.io app on Zapier to build Zaps with supported triggers and actions. Browse integrations and get started here: Onboard.io on Zapier.

• Workato — For enterprise style recipe automation with Onboard, see the Learning Center guide for install steps and how to request access: Onboard's Workato integration.

Other iPaaS or automation vendors may be usable alongside the REST API and webhooks where your team builds custom connectors or uses generic HTTP steps.

AI coding assistants (Cursor, Claude, Windsurf)

Copy or download shared Onboard API conventions for your editor or agent setup: AI assistant rules.

Retool and other low-code tools

Retool (and similar internal-tool builders) can use the Onboard REST API as a REST data source for dashboards, admin consoles, and workflows—always from trusted server-side contexts, not from exposed browser keys.

1. Create an API key in Company settings.
2. In Retool, add a REST API resource. Set the base URL to your Onboard host (production is typically https://rest.onboard.io; use the URL your account was given if different).
3. Add a header: Authorization: Token YOUR_API_KEY (Onboard uses the Token scheme, not Bearer). See Authentication.

Start with read-only requests while you validate connectivity—for example GET /customers/, GET /tasks/, GET /user/, or GET /projects/—then use the API Reference and Pagination for full behavior. Respect Rate limits like any other client.

No-Code and connector-based integrations

Beyond Zapier and Workato, you can connect Onboard to external tools using no-code platforms and prebuilt connectors where your organization already standardizes on them.

Choosing the right approach

• Use the REST API for deep custom logic and full control.
• Use webhooks for asynchronous event handling and downstream systems.
• Use iPaaS (for example Zapier or Workato) for fast, governed automation across many SaaS apps without maintaining glue code.
• Use no-code connectors where available for operational automation inside your existing stack.
• Use Retool (or similar) when you want low-code internal apps on top of the same REST API.