Integration guide

Step-by-step guidelines to start using FinchGuard
Get ready with third-party integrations.
  1. 1.
    - Create a questionnaire that your clients will use during onboarding
    - Create an API key
    - Create a webhook
  2. 2.
    Slack. In order to get notifications to Slack, you need to create a webhook.
  3. 3.
    Email. Create a new email address and share it with us. You will get a letter from AWS that you will need to confirm.
Make it your own.
  1. 1.
    Design. Send us your logo, colours, brand name, relevant web links etc.
  2. 2.
    Domain. Add app.yourcompany.com and admin.yourcompany.com to your DNS settings.
  3. 3.
    Data storage. Inform us whether you want to keep your client data on the servers in the EU or Switzerland.
  4. 4.
    Workflow. Decide on a particular pipeline for your clients
Don't be shy and ask for help. Our support team will guide you through the entire process.
Last modified 2mo ago