SETTING UP THE TRIGGER
- Click on Create Zap.
- Rename the Zap.
- Choose Webhooks by Zapier as the trigger app.
- Webhooks are a Premium app, and they require a paid account with Zapier.
- On the dropdown menu for Event, choose Catch Hook.
- Click Continue after.
- Click Copy to get the Webhook URL from Zapier.
- Go back to your Flipcause Dashboard > Integration Center > Webhook Integration.
- Paste the Webhook URL port (or field) in the Webhook URL section.
- Check the events to Trigger (Transactions, Contacts, Activity, and Merchant Account).
- Toggle the Webhook Status to Enabled.
- Click Save Changes.
Note: If you want to use transactional data to set up the integration, you must trigger the activity data first, then wait up to 15-20 minutes for the transactional data to hit the Zap. An example of a program that can be used to trigger the data is Postman.
You also can create a new contact in the Activity Tracker. In this case, contact data will trigger the integration for testing.
It’s possible to use one of the programs above to trigger the contact data if you don’t want to wait 15-20 minutes for the contact data to trigger the Zap. The delay exists because data flows from Flipcause to other programs every 15-20 minutes. However, the amount of time depends on the type of data flowing through.
SETTING UP THE ACTION
- Select an app from the list, or use the search box to find the Action app you want to use.
- Choose an event based on the app that you want to use e.g. Add/Update Subscriber for Mailchimp, and click Continue.
- You can search for an existing account or add a new one.
- If you want to add a new account, click Connect a new account and fill out the login credentials to set it up.
- Click Continue.
- Set up the Action by choosing from the fields available from your trigger webhook or selecting from the dropdown boxes.
- Once you're finished, click Continue.
- Click the Test & Review to test the action.
- Zapier will then attempt to complete the action, and after a couple of seconds, a message should appear saying that the action is completed.
- Click on Publish Zap, then Publish & Turn On.
- This should turn the Zap on, and data should pass automatically through it
ADDITIONAL THINGS TO KNOW
Because Zapier is a third-party software, it is the best source to receive additional information about setting up Zaps should there be any additional inquiries.
If you want to know what fields are available for each type of webhook, you can learn more through this article.