API Accessibility for Onboarding Responses
Enable onboarding form responses to be accessible via API, allowing seamless integration with Zapier and other automation tools. Would like to be able to retrieve and store response data to Onboarding questions in our CRM.
Comments4
Support Staff
Mar 15, 2025
@Alton Peques What CRM are you using it? Is that CRM for sales or just client data?
Nexus
Mar 15, 2025
Airtable, we’re using the Queue app in Zapier currently to store requests there to support operations with our team internally. This consolidates all of our client information, requests and allows us to run automations internally once we receive requests.
Support Staff
Mar 19, 2025
@Alton Peques I’d love to improve our API as well as include webhooks and it’s something we’ll 100% due since we want people to build apps to include in our Plugins Marketplace.
However, what would it take to get your team to move over to Queue for project management? Because here’s the thing. You can add custom roles to your teammates to prevent them from seeing client information or even making comments they can see.
I’d love to explore the possibilities.
Nexus
Mar 19, 2025
Hi @Masud Hossain, I think we’d like to continue having an external tool for our team CRM since we may execute projects working with talent off platform and we run automations internally to support pulling data from client platforms to supplement requests.
A make.com integration would be great at this stage as it offers greater flexibility and pricing for multi-step automations along with a vast amount of workflow integrations. Exposure to the data submitted by clients in forms and onboarding would be great as well. Currently in Zapier we’re limited to Projects and Tasks as content we can access.