Sendoso helps organizations to build real relationships and reward employees at scale with their Sending Platform.
This document describes steps to enable OAuth2 authentication and how to send gifts using Sendoso API through Enboarder. You will need to be a Sendoso customer and administrator to complete the integration. For more information see https://sendoso.com/hr-and-more-teams/
Before you begin: Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.
Setting up the Sendoso Tile
Here are the steps for Integration:
Login as admin user and go to Settings → Integration → App center
Click on the tile Sendoso (or search if you can't see it) for which you want the integration setup.
Click on Add Integration button:
On the next screen, enter the env prefix. Sendoso has 3 env, please enter a right prefix and click next
Production Environment: app
On the next screen, click on Integrate Now button
The system will redirect you to Sendoso site, enter your Sendoso credential.
Once logged in, a request for information access will be asked. Once this is allowed, the customer instance will be set up, and the integration is completed.
The system will show tile as integrated:
Send an e-gift using webhook
Basic information required to send a gift
Before sending a gift using API, please log in your Sendoso account and note down below information
TouchID
The amount allocated to touch
Login in your account and go to https://app.sendoso.com/touches
Click on Edit and you will find the TouchID in the URL. Copy the URL as below:
Then click on the next step button to see the next page. On this page, please note down the amount of gifts.
There are two options. Either there will be default amount:
or range of amount for gift:
In the second case the value of the amount should be either Minimum or Maximum
Gifts API
Sending e-gift to a single recipient
Sample Payload:
Please change the amount and touch id based on requirements.
{
"send": {
"via": "single_email_address",
"amount": 25,
"touch_id": 4856,
"via_from": "{{direct_manager_email}}",
"email": "{{newhire_email}}",
"custom_message": "Hi {{newhire_name}}, Here is your coffee coupon"
}
}Note- The custom_message is optional.
Response:
On Successful you will get the below response
{
"success": true,
"message": "EGifts send Successfully",
"tracking_code": "c65f6ef000a889efc64cd133f204e47175a4d416",
"tracking_url": "https://staging.sendoso.com/track/c65f6ef000a889efc64cd133f204e47175a4d416"
}Sending e-gift to multiple recipients
Sample Payload:
Please change the amount and touch id based on requirements.
{
"send":
{
"via": "bulk_email_addresses",
"touch_id": 4853,
"amount": 5,
"via_from": "{{direct_manager_email}}",
"message_from": "CSV",
"recipient_users":
[
{
"first_name": "{{newhire_name}}", "email": "{{newhire_email}}", "custom_message": "Hi {{newhire_name}}, here is coupon for coffie"
},
{
"first_name": "{{buddy_name}}", "email": "{{buddy_email}}", "custom_message": "Hi {{buddy_name}}, here is your Starbuck coupon"
}
]
}
}Note- The custom_message is optional.
Response:
On Successful you will get below response
{
"success": true,
"message": "Bulk coffee sending in progress, this may take a little time. You'll see it in Activity shortly."
}Sending a physical gift to the recipient
Sample Payload:
Please change the amount and touch id based on requirements.
{
"send": {
"via": "single_person_or_company",
"touch_id": "1076",
"name": "{{newhire_name}}",
"address": "{{form / welcomeform / address}}",
"address1": "{{form / welcomeform / address1}}",
"city": "{{form / welcomeform / city}}",
"state": "{{form / welcomeform / state}}",
"country": "{{form / welcomeform / country}}",
"zip": "{{form / welcomeform / zip}}",
"via_from": "{{manager_name}}",
"email": "{{newhire_email}}",
"custom_message": "Hi {{newhire_name}}, Happy remote onboardering, here is your welcome kit..."
}
}Note- The custom_message is optional.
Response:
On Successful you will get the below response
{
"success": true,
"message": "Gifts send Successfully",
"tracking_code": "c65f6ef000a889efc64cd133f204e47175a4d416",
"tracking_url": "https://staging.sendoso.com/track/c65f6ef000a889efc64cd133f204e47175a4d416"
}Webhook setting
While configuring webhook, please select authentication as Sendoso and remove any additional header/key row
References
Authorization with OAuth2 flow
Send Gift
Send Gift to multiple recipients
How to create a touch
https://sendoso.zendesk.com/hc/en-us/articles/115006881487-How-to-create-a-Touch