Geckoboard

Learn how pairing Zapier can automatically post new data to a dataset linked to a dashboard widget. In this example, we'll use Typeform.

Track more metrics using Zapier in Geckoboard

Steps to pair Zapier with datasets to display sales revenue data from Xero.

Display Xero metrics in Geckoboard using datasets and Zapier

Zapier and Geckoboard

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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