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Step-by-step setup guide

Best practices

Zapier 101

Step-by-step setup guide

Requirements to set up the integration

  • You need to have a Zapier account

  • You need to access to Insights board in the Feedback management

Setting up the integration

STEP1 - Get your API key

Go to Feedback Management > Insights > Connect

Copy your API token. (Hit the Generate new token if the field is empty)

STEP2 - Choose StoriesOnBoard as action

(please note that StoriesOnBoard app is available only as Action)

Choose 'Create Insight' as Action Event.

Connect your StoriesOnBoard account by entering your API key.

STEP3 - set up the details

Workspace: If you have more workspaces in StoriesOnBoard, you can pick one you'd like to connect.

Content: this will be the insight's description.

Contact email: pick a field that relates to the user who created the feedback (optional)

Source: you can differentiate incoming insights by highlighting the source app's icon. Choose one of the premade integrations or set it 'custom.'

Don't forget to test and turn on your Zap! 🙂

Best practices

What source can be connected?

Customer support tools: If you have end-users who can contact you via in-app or other support chat, they probably give feedback and requests. Syncing these inputs directly to the insights inbox saves a lot of time for your support team. Plus, the feedback will arrive without modification. So connecting support ticketing tools like Intercom, Zendesk, Drift, etc., could be super valuable.

Teamchat: Some of your teammates contact users on a daily basis. After a customer or sales meeting, new requests can come up, and the teams often discuss them on one of the team chat channels. That's why sending valuable notes directly from these channels could save you time. Zapier offers connections to the most popular chat apps, like Slack, Microsoft Teams.

CRM tools: Similarly to customer support tools, CRM tools could provide new requirements from prospects. Connecting these apps via Zapier could collect sales-drive requests to your insights inbox - and your backlog.

What data can be synced?

StoriesOnBoard offers three data fields to fill with information:

Description: try to map the main message into this field ('message' or 'message body' etc.).

Hint: you can load multiple data from the source into this description. For example your tool provides both <title> and <description> for the same feedback - add both fields into the description. Moreover, you can extend new data with custom text, like:

Title: <title> Description: <description>

Contact email: if it's relevant, you can fill this field with the address of the feedback giver. Although you can enter only valid email types when creating a new insight in StoriesOnBoard, you can map names or other data types via Zapier. If you couldn't map any contact data, you can leave this field empty.

Source: we created this field to give you more visuality in your insights inbox. Some of the most frequent 3rd party apps are predefined. StoriesOnBoard will mark new insights with the app's logo if you select one of the predefined apps. Choose the 'other' option if you'd connect a tool that's not listed. Please enter the connected app's name to help us to extend the predefined list.

How to trigger insight creation?

Tag information: Some tools offer tag or label features that are great for marking important/valuable messages and triggering your Zap. It's often used when CRM or support chat tools are connected.

Reactions: adding reactions like emojis to a message is one of the most popular and funniest ways to mark feedback that matters. For example, Slack allows you to create custom emojis - if you'd run out of standard emojis.

Zapier 101

Zapier moves info between your web apps automatically so that you can focus on your most important work. It allows StoriesOnBoard users to streamline feedback from multiple channels into the same insights inbox effortlessly.

You have full control of your data sources using Zapier integration.

Zapier offers both free and paid plans. Most of the integrations are available on the free plan as well, with quantity limitations. Paid plans offer faster synchronization and more monthly tasks.

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