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Connectors & AutomationOverview

Connectors & Automation

Connectors push the leads and bookings your quizzes generate into the tools you already use — email, your own backend, Slack, or your email service provider. Find them under Connectors in the left sidebar.

Connectors are team-level: configure one and every quiz uses it. To let only certain quizzes fire a connector, narrow it with trigger scope.

The RooQuiz connectors page with the channel menu and configured connector cards

The five channels

ChannelWhat it’s for
EmailSend a customizable notification to chosen recipients when an event fires
WebhookPOST to your own URL with an HMAC signature
SlackAuthorize the Slack app and post new leads to a channel
ZapierPaste a Catch Hook URL and reach thousands of apps
KitAdd new leads to Kit (ConvertKit) as subscribers and tag them

Each connector runs independently — disabling one does not affect the others. Per-channel setup is covered in The five channels.

Permissions and plan

Only the organization owner or an admin can manage connectors. Other members get a no-permission notice, and the sidebar item isn’t shown to them.

The Email channel is available on every plan — it sends through your own SMTP server, so it costs us nothing; the other four are Pro only. On a free team, selecting a Pro channel greys out the configuration area and offers an upgrade link.

What the connector card tells you

Each configured connector shows:

  • Enabled / Disabled — whether it’s working.
  • Setup incomplete — OAuth finished but a channel or final step is still missing. These do not deliver.
  • Last delivery — when it last fired and how it went (success / failed / quota exceeded).

After setting one up, hit Send test to confirm the other end really receives it, rather than finding out on your first real lead.

In this section

Want to pull data on your own schedule instead of receiving pushes? See the REST API and MCP integration.

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