Creating check-ins remotely

Remote check-ins is a simple way for you to integrate Tability with external system. You will be able to create check-ins using a special URL to which you send a JSON payload with the corresponding data.

Getting started with remote check-ins

1. Upgrade to the Essentials plan

Remote check-ins are available to workspaces on the Essentials plan and above. Make sure you're on the right plan to get started.

2. Enable remote check-ins for your outcome

Remote check-ins can be enabled for each outcome contained in your workspace.

Open up your outcome panel, and then click on the remote check-ins option in the menu.

Then, enable the remote check-ins options and you'll be able to copy the remote check-ins URL.

3. Get your personal API token to authenticate your request

Before creating your new check-in, Tability will need a way to know that it's you.

Open up a new window, and go to https://tability.app/account where you'll find your Personal API Token.

Keep that window open as we'll need to copy that value later.

4. Use the Remote Check-in URL to post a new check-in

Now you can use this URL to post a new check-in with a simple HTTP POST request that will look like this:

POST https://api.tability.app/webhooks/checkins?remote_checkins_token=XXXXXXXXXXXXXXXX
Content-type: application/json
{
    "personal_api_token": "XXXXXXXXXXXXXXX",
    "score": "25000",
    "body": "MRR is now at $25,000"
}

The remote_checkins_token value should be the same as the one in Tability, and the personal_api_token value should be the same as your Personal API Token.

That's it! If you refresh your outcome panel you should see a new value on the graph. You'll notice that Tability automatically picks a color based on the score, but this is something that you can change as we'll see below.

Advanced usage

Manually setting the confidence

By default Tability will pick the confidence based on the estimated progress.

  • Green if the progress is above 70% of the projected growth.
  • Yellow if the progress is between 50% and 70% of the projected growth.
  • Red if the progress is below 50% of the projected growth.

You can set your own confidence in the POST request by adding the confidence parameter to the request:

POST https://api.tability.app/webhooks/checkins?remote_checkins_token=XXXXXXXXXXXXXXXX
Content-type: application/json
{
    "personal_api_token": "XXXXXXXXXXXXXXX",
    "score": "25000",
    "body": "MRR is now at $25,000",
    "confidence": "green",
}

Incrementing the score from previous value

There might be times when you'll want the new value to be added to the previous check-in. For instance, you're recording the total number of calls made, and you want to add 5 calls this week to the previous 30 calls recorded.

You can do that simply by adding the parameter score_type and setting it's value to "increment":

POST https://api.tability.app/webhooks/checkins?remote_checkins_token=XXXXXXXXXXXXXXXX
Content-type: application/json
{
    "personal_api_token": "XXXXXXXXXXXXXXX",
    "score": "5",
    "score_type": "increment",
    "body": "This request will increment the value by 5",
    "confidence": "green",
}

You can use a negative value for the score if you need to decrease the total value instead.

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