What actions can I run in The Official Board?

9 actions are available, including "Get a Biography of an Executive", "Get a Company Org Chart", and "Search Companies", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Official Board Integrations

Executive and organizational chart database for company leadership and reporting lines. Turn The Official Board insights into actions — notify teams, update records, or open tickets.

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Get a Biography of an ExecutiveRetrieves a bio for a provided executive.
Get a Company Org ChartRetrieves a company org chart.
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.
Download a Company Org ChartDownloads an Excel file of the company org chart.
Download a Company Org ChartDownloads a PDF of the company org chart.
Make an API CallPerforms an arbitrary authorized API call.

When to use The Official Board

Common scenarios where The Official Board automation saves time and reduces manual work.

Use "Get a Biography of an Executive" as an automated action in The Official Board so records stay consistent whenever something changes elsewhere in your stack.
Run "Get a Company Org Chart" in The Official Board from any upstream event — map fields once and let the automation handle the rest.
Include "Search Companies" from The Official Board in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from The Official Board’s Search Companies step and wire it straight into the run — one node on the canvas, no glue script.

Add Get a Biography of an Executive as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 9 ready-made steps for analytics work, and every run records what went in and what came back.

The Official Board workflow on the canvas: Search Companies then Get a Biography of an Executive

Frequently asked questions

Common questions about automating The Official Board in your workflows.

The Official Board has no triggers, but it provides 9 actions including "Get a Biography of an Executive", "Get a Company Org Chart", and "Search Companies". Pair them with triggers from other apps to automate The Official Board tasks.

Use in workflow automation

Start from The Official Board’s Search Companies step and wire it straight into the run — one node on the canvas, no glue script.

Add Get a Biography of an Executive as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 9 ready-made steps for analytics work, and every run records what went in and what came back.

The Official Board Integrations

When to use The Official Board

Use in workflow automation

Frequently asked questions

The Official Board Integrations

When to use The Official Board

Connect The Official Board to any app in workflows

Use in workflow automation

Frequently asked questions

Connect The Official Board to any app in workflows

Connect The Official Board to any app in workflows

Connect The Official Board to any app in workflows

The Official Board Integrations

The Official Board triggers and actions

When to use The Official Board

Use in workflow automation

Frequently asked questions

What triggers does The Official Board support?

What actions can I run in The Official Board?

Do I need to write code to automate this?

Is the integration secure?

The Official Board Integrations

The Official Board triggers and actions

When to use The Official Board

Connect The Official Board to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does The Official Board support?

What actions can I run in The Official Board?

Do I need to write code to automate this?

Is the integration secure?

Connect The Official Board to any app in workflows

Connect The Official Board to any app in workflows

Connect The Official Board to any app in workflows