STEP 1
Connect ProfitWell and The Official Board
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
ProfitWell and The Official Board Integration
Build analytics integration workflows between ProfitWell and The Official Board applications in 3 simple steps. Pick an action inside ProfitWell, then subsequent action inside The Official Board, map fields once and automation will run exactly how you set it in visual builder.
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- Data Encryption
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Learn about ProfitWell and The Official Board
Detailed info you need to know about ProfitWell and The Official Board integrations in WEXTL. Explore which modules apps support and how you connect them.
ProfitWell
Subscription metrics and revenue analytics, now part of Paddle. [5]
The Official Board
Executive and organizational chart database for company leadership and reporting lines. [6]
How to connect ProfitWell to The Official Board
Set up your ProfitWell and The Official Board integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ProfitWell and The Official Board nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between ProfitWell and The Official Board. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ProfitWell and The Official Board work in WEXTL?
WEXTL exposes actions and triggers for ProfitWell and The Official Board that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
ProfitWell actionsThe Official Board actions
ProfitWell modules
- Anonymize CustomerPermanently anonymizes a customer's personal data for GDPR.
- Anonymize Customer by EmailPermanently anonymizes the customer with a given email address for GDPR.
- Churn SubscriptionMarks a subscription as churned on a given date in ProfitWell.
- Create Customer EventRecords that a customer logged in to your product, for engagement tracking.
- Create or Update Customer TraitSets a customer's trait in a category, replacing the trait they had there.
- Create PlanCreates a new manually added plan in ProfitWell.
- Create SubscriptionAdds a subscription for a new or existing user to ProfitWell.
- Delete Customer TraitRemoves a trait from a customer.
- Delete Trait CategoryDeletes a trait category from every customer that has it.
- Delete UserDeletes a user and their whole subscription history from ProfitWell.
- Exclude Customer from MetricsLeaves a customer's data out of every ProfitWell metric.
- Get API StatusChecks that the ProfitWell API is up and that your key is accepted.
- Get Company SettingsReturns your company's ProfitWell ID, name, timezone, and reporting currency.
- Get CustomerReturns a single customer with their revenue and status.
- Get Customer TraitsReturns the traits set on a customer, one per category.
- Get Daily MetricsRetrieves day-by-day revenue and customer metrics for the current or previous month.
- Get Monthly MetricsRetrieves month-by-month revenue and customer metrics for your company or one plan.
- Get PlanReturns a single manually added plan.
- Get Subscription HistoryRetrieves every subscription change recorded for a user.
- List Active Plan IDsRetrieves the IDs of plans that have paying customers, highest MRR first.
- List PlansRetrieves the plans you added to ProfitWell manually.
- List Unsubscribed CustomersRetrieves customers who unsubscribed from Retain term optimization or reactivation emails.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CustomersRetrieves customers by email or by when they were last updated.
- Stop RetainStops Retain emails, payment retries, and other outreach for a customer.
- Unchurn SubscriptionRemoves the churn from a subscription as if it never churned.
- Update PlanRenames a manually added plan in ProfitWell.
- Update SubscriptionUpgrades or downgrades an existing subscription in ProfitWell.
- Update UserChanges the email shown for a user in ProfitWell.
The Official Board modules
- Download a Company Org ChartDownloads a PDF of the company org chart.
- Download a Company Org ChartDownloads an Excel file of the company org chart.
- Get a Biography of an ExecutiveRetrieves a bio for a provided executive.
- Get a Company Org ChartRetrieves a company org chart.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CompaniesSearches for companies.
- Search Executive ColleaguesSearches for colleagues for a given executive.
- Search ExecutivesSearches for executives by a given email or LinkedIn URL.
- Search Executives by NameSearches for executives by name.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ProfitWell and The Official Board integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ProfitWell and The Official Board.
Connect your ProfitWell and The Official Board accounts once, pick an action in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: use ProfitWell's "Anonymize Customer" action to perform The Official Board's "Download a Company Org Chart" action. ProfitWell has 29 actions (including Anonymize Customer, Anonymize Customer by Email, and Churn Subscription); The Official Board has 9 actions (including Download a Company Org Chart, Download a Company Org Chart, and Get a Biography of an Executive). Add filters and transforms between steps when you need them. [1]
Yes — pick an action in either app, then an action in the other, and map the fields between them. [2]
No. ProfitWell-to-The Official Board automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment ProfitWell (or The Official Board) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your ProfitWell + The Official Board automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the ProfitWell and The Official Board integration.
- ProfitWell and The Official Board integration source code, module specs and credentials implementation.
- Our ProfitWell and The Official Board integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ProfitWell and The Official Board — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- ProfitWell integration information
- The Official Board integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library