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Integrating your Click Boarding account [Pro]

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Click Boarding is onboarding software for new employees. Get new hires engaged with your company culture right way and help them get up and running in their new job fast. Know exactly where the new hire is in the onboarding process and get alerted quickly if anything needs attention.

By integrating Click Boarding and Workable, Workable candidates who are moved the the Hired step of your process can be automatically exported and created as new hires in Click Boarding.

Exported Information

  • First Name
  • Last Name
  • Job Title
  • Department
  • Personal email address
  • Personal phone number

Setting up the integration

You must be an admin in Workable to set up this integration.

To setup the integration, you'll start by contacting Click Boarding at support@clickboarding.com.

Click Boarding will provide instructions for securely sharing your Workable API key/access token via Box.com. The Workable access token is a special code that will be used to connect Click Boarding and Workable.  

Generating a Workable API key/access token:

  • While signed in to Workable, click your user icon in the upper right and select Integrations
  • Scroll to the bottom of the Integrations page until you reach the Access Token section
  • Click the button to generate an access token; it will be a long string of random letters or numbers

Refer to the instructions you received from Click Boarding to share the access token.

That’s it! Click Boarding will finalize the integration setup and notify you when it's complete. When a candidate is moved to ‘hired’ step in your Workable pipeline their details will be exported to Click Boarding automatically.