Add Users to Group
Add one or more existing Oboard users to a group. Use only when the connected deployment exposes group membership management; Web app connections reject this operation.
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Integrate Oboard
with your AI CRM
Oboard is an objectives and key results platform for managing goals, progress, teams, and workspaces.
Explore Triggers and Actions
Create Check-In
Create a check-in that records a progress value, status, or comment for an Oboard element. When checkin_date is supplied, Oboard stores its UTC calendar day and may replace the time with 23:59:59.000Z.
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Create Element
Create an Oboard objective, key result, or Jira-linked element in a workspace and interval. Oboard requires integer manual start-date and due-date states plus grade mode 1 (automatic) or 2 (manual).
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Create Element Value
Create a dated numeric value for an Oboard element. value_date is required in YYYY-MM-DD format and cannot be after the current UTC date. Oboard returns only a confirmation string, not the created value ID; use LIST_ELEMENT_VALUES to identify the resulting record.
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Create Group
Create an Oboard group in selected workspaces or all workspaces.
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Create Strategic Component
Create an Oboard strategic component with its ordering, type, workspace placement, and element rules. Oboard documents no delete action for a created strategic component, so creation may be permanent.
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Delete Element
Delete one Oboard element and optionally its nested objectives.
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Delete Element Value
Delete one dated value record from an Oboard element.
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Delete Group
Delete one Oboard group, optionally deleting its users too.
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Get Element
Retrieve one current Oboard element by its numeric ID.
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List Child Elements
List and filter current child elements below a parent, including manual-weight metadata, one page at a time.
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List Confidence Levels
List Oboard confidence-level IDs and names, optionally restricted to accessible workspaces.
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List Custom Fields
List Oboard custom-field definitions across accessible workspaces.
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List Element Comments
Retrieve comments for one or more Oboard elements. Date bounds are inclusive and are enforced locally because Oboard does not consistently apply them.
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List Element Progress History
Retrieve dated progress values for multiple Oboard elements, one page at a time.
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List Element Values
List all dated values recorded for one Oboard element.
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List Elements
List and filter current Oboard objectives, key results, and Jira-linked elements, one page at a time.
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List Groups
List current Oboard groups and their workspace, permission, synchronization, and user-count metadata.
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List Intervals
List planning intervals, dates, and open or backlog state for one workspace.
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List Labels
List current Oboard labels, optionally filtered by name.
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List Strategic Components
List current Oboard strategic components, optionally filtered by component or workspace IDs.
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List Users
Search current Oboard users across workspaces, roles, and groups, one page at a time.
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List Workspaces
List workspaces accessible to the connected Oboard API token.
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Remove Users from Group
Remove one or more existing Oboard users from a group. Use only when the connected deployment exposes group membership management; Web app connections reject this operation.
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Replace Element
Update an existing Oboard element through its broad PUT operation, which can set editable metadata, hierarchy, progress, assignments, integer manual-date states, and privacy in one call. The request sends the element ID and only optional fields you provide; explicit null values are sent, while omitted fields are not sent, and Oboard does not document whether omission preserves or resets them.
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Replace Group
Replace the settings, workspace links, platform links, and membership list of an existing Oboard group. Use only when the connected deployment exposes group management; Web app connections reject this operation.
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Search Check-Ins
Search check-ins for selected elements and optionally include element or comment details, one page at a time.
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Update Check-In
Update an existing Oboard check-in's progress value, status, or comment. At least one change is required. When checkin_date is supplied, Oboard stores its UTC calendar day and may replace the time with 23:59:59.000Z. When it is omitted or null, Oboard chooses the resulting date.
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Update Element Properties
Update one or more named properties on an existing Oboard element without replacing the complete element.
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Update Element Value
Update the numeric value of one Oboard element-value record. Oboard documents new_value as optional and nullable; this action requires it so the call can perform an agent-observable update. The provider returns only a confirmation string; value_id remains the record identifier.
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Update Strategic Component
Update an existing Oboard strategic component's identity, ordering, and element rules. This changes a shared hierarchy component that can affect elements across its workspaces.
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Update User Roles
Bulk update users' workspace roles. This changes user authorization; use only with the intended account, workspace, and role IDs.
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How the Oboard integration works
The Oboard integration connects your Dench AI CRM directly to Oboard, so agents can read and act on your Oboard data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
32 actions are available for agents to invoke on your behalf. Every call runs through Oboard's own authorization, scoped to the account you connect.
Set up Oboard in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Oboard and click Connect — you'll authorize access through Oboard's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Oboard in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Oboard integration work with Dench?
The Dench Oboard integration connects your AI CRM to Oboard, so AI agents can work with your Oboard data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Oboard via Dench?
The Oboard integration currently exposes 32 actions, including Add Users to Group, Create Check-In, Create Element, Create Element Value, Create Group, and Create Strategic Component. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Oboard to Dench?
No. You connect Oboard from your Dench workspace using Oboard's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Oboard integration secure?
Connections are authorized through Oboard's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Oboard connection from your workspace settings at any time.