How to Integrate OttoKit with SureDash

Introduction

Welcome to the integration guide for connecting SureDash with OttoKit. This integration allows your SureDash portal to trigger automated workflows, sending data to over 1,200 connected apps through OttoKit. You can use it to tag members in your CRM, send automated welcome emails when users complete courses, or track engagement activities like post likes.

This guide walks you through the setup process, explains why this connection is useful, and outlines the triggers and actions available so you can automate routine tasks easily.

Requirements

Before you begin, make sure that:

• The OttoKit plugin is installed and connected to your OttoKit account. This lets SureDash send event data to OttoKit.
• You have the SureDash plugin installed and set up properly on your WordPress website.

Why Connect OttoKit with SureDash

Connecting OttoKit with SureDash helps you:

• Automate repetitive tasks based on user activity.
• Connect your portal with popular tools like email marketing platforms, CRMs, or analytics apps.
• Save time by syncing community data between SureDash and your favorite tools automatically.

For example, when a user completes a course, OttoKit can automatically tag them in your CRM or trigger a thank-you email.

Available Triggers and Actions for SureDash

Triggers
Triggers start an automation whenever a specific event happens in SureDash.

• User Completes Course – Runs when a user completes a course.
• User Likes Post – Runs when a user likes a post.

Actions
Actions define what happens after a trigger runs. You can send data to other apps or perform follow-up tasks in your connected systems.

OttoKit supports over 1,200 apps, so you can connect SureDash with tools you already use, such as Google Sheets, Mailchimp, or Slack.

To view the complete list of triggers, actions, and setup instructions, visit the OttoKit SureDash Integration Page.

Tip

Use OttoKit to welcome users automatically after completing a course or to track engagement by sending post-like data to your CRM or analytics tool. Small automations like these can greatly improve your community experience and save you time.

Next Steps

Once you have connected OttoKit and SureDash:

1. Test your first trigger and verify that it fires correctly.
2. Check your connected app (for example, CRM or analytics tool) to confirm that the data is received.
3. Fine-tune or expand your automations as needed.

Need Help?

If you have any questions or need help setting up the OttoKit integration, feel free to contact our support team. We’ll be happy to assist you.