Offboard Zapier integrationAutomate Offboard with Zapier.
The Offboard Zapier integration gives you 3 triggers, 0 actions and 0 searches. Offboard talks, Zapier listens: every exit interview, churn spike and weekly summary can land in the tools your team already reads, with no copy and paste.
Beta app Zapier still marks this integration as beta.
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What the Offboard Zapier integration actually does for you
Offboard is an AI retention tool: it runs exit interviews with customers who are leaving and pulls out what they say. Connecting it to Zapier means each of those moments can start an automation elsewhere, in your CRM, your inbox or a shared sheet, without anyone exporting anything by hand.
Three outcomes cover most of what people build. First, a churn alarm your team cannot miss: New Abnormal Churn Alert fires when finished interviews over the last day climb past twice the rolling 7-day daily average, so a sudden wave of departures reaches someone who can act on it. Second, a customer record that knows why the account left: New Interview fires each time an exit interview ends, which lets you push the outcome to the place your account managers work. Third, a weekly digest that lands on its own: New Weekly Report fires when Offboard generates its weekly interview summary, on Mondays at 09:00 UTC.
Now the limits, because they shape everything. Offboard on Zapier is a one-way street: it only has triggers. Zapier cannot start an interview, change a customer in Offboard or look anything up there. Offboard is always the first step of your automation, never a later one. The app is also flagged as beta by Zapier, so expect the catalog to move.
Wondering whether another tool would handle this better? The n8n vs Zapier and Make vs Zapier comparisons lay out the criteria side by side.
Zapier vocabulary in one minute
Seven words come back on every line of this page. Here they are in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is switched on, Zapier sits and waits for it.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something for you in another app.
- Task
- What Zapier bills you for: one action that your Zap completes successfully. Your plan allowance counts these.
- Instant vs polling
- An instant trigger is reported by the app the moment it happens. A polling trigger is checked by Zapier on a timer instead.
- Filter
- A step that lets the Zap carry on only when the incoming data meets your condition, and stops it quietly otherwise.
- Connection
- Your Offboard account linked to Zapier once, then reused by every Zap and every step that needs Offboard.
What it really costs
Good news first: Offboard is not a premium app, so it works on the free plan. And its triggers never cost a task.
- Premium appNo, works on the free plan
- Trigger cost0 tasks
- Free plan100 tasks a month, two-step Zaps
- Offboard triggers3 instant, 0 polling
You pay only for actions that go through: each successful action counts once, a failed one does not. The free plan gives you 100 tasks a month and Zaps of two steps only, one trigger plus one action. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. The polling grid below does not apply here, since all three Offboard triggers are instant. Offboard's own subscription is a separate matter.
Connect Offboard to Zapier in three steps
- 01
Open your connections
In your Zapier account, go to the Apps page and click + Add connection. You need an Offboard account first, with access to whatever you want the Zap to touch.
- 02
Pick Offboard
Type Offboard in the search box of the dialog, select it, then click Add connection. A new browser tab then opens on the Offboard side for the sign-in.
- 03
Sign in and allow access
Log in to Offboard in that tab and grant Zapier access to the account. The connection now shows on your Apps page, ready for every Zap you build next.
Your first Zap: completed interviews to your sales chat
GoalEach completed exit interview posts to a Slack channel, while saved and abandoned ones are left out.
- 01
Create the Zap and pick the trigger
Start a new Zap, choose Offboard as the app and
New Interviewas the event. Then select the Offboard connection you just made. - 02
Test the trigger
Run the test. Zapier brings back the three most recent interviews from your account, so you can pick a real one and see what it carries.
- 03
Add the filter
Click the plus icon and add Filter. Set the field that holds the interview outcome, the rule, and the value for a completed interview. This makes the Zap multi-step.
- 04
Add the action
Add Slack, pick the channel, and map the interview details from the trigger into the message so your team reads them in context.
- 05
Test, then publish
Test each step once and read what came back. When the Slack message looks right, click Publish to switch the Zap on for good.
Offboard triggers
3 events start a Zap when something happens in Offboard, and 3 of them are instant: the app calls Zapier straight away, whatever your plan.
New Abnormal Churn Alert
Instant triggerIn Zapier“Triggers when finished interviews in the last 24h exceed 2x the rolling 7-day daily average.”
Offboard watches its own interview volume and raises a flag when finished interviews over the last day go beyond twice the rolling 7-day daily average. Your Zap receives that flag and can push it wherever someone will react.
New Interview
Instant triggerIn Zapier“Triggers when an exit interview is completed, saved, or cancelled (abandoned).”
Every exit interview that ends sends one item to your Zap, whether the customer completed it, saved it, or cancelled midway. That makes it the workhorse of this integration.
New Weekly Report
Instant triggerIn Zapier“Triggers when the weekly interview summary report is generated (Mondays 09:00 UTC).”
Once a week Offboard builds a summary of the interviews it ran, and this trigger hands that summary to Zapier as soon as it is generated, on Mondays at 09:00 UTC.
When it breaks
Zapier attaches no help article to Offboard, so the traps below are the general ones that apply to any app.
Most broken Zaps come down to one of these four. If yours behaves oddly and none of them fits, the Zapier troubleshooting guide walks through the next checks.
No backfill of past interviews
A Zap only reacts to what happens after it is switched on. Interviews finished before you published it are never picked up; moving that backlog is a separate job.A loop that eats your tasks
If a Zap writes into the very place its own trigger watches, it sets itself off again and again. With Offboard as trigger only, this bites when you chain several Zaps.Flood protection after a big batch
When a trigger suddenly returns a huge batch, Zapier can hold it back. A spike of interviews after a mass cancellation is exactly that kind of moment.The filter that never passes
Filter rules are typed: a text rule only works on text, a number rule only on numbers. Pick the wrong one and your completed interviews never get through.
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