Zapier is a platform that offers a lot of out-of-the-box integrations with many different systems. It can be used to send an email via SendGrid, receive email notifications upon specific actions, and notify your team about new sales leads.
Below, we'll explain how to integrate with Zapier using the Certainly Platform.
A premium subscription to Zapier is required to perform actions that require the use of "Webhooks by Zapier", which is necessary to establish integrations between Zapier and Certainly.
- The first thing you'll need to do is to create a workflow in Zapier.
- Next, choose the App called "Webhooks by Zapier", then select the Trigger Event "Catch Hook". You'll be supplied with a Custom Webhook URL that looks like this:
Any POST requests fired to this URL will trigger your workflow.
Navigate to the Webhook Builder and create a Webhook from the Zapier Trigger Zap Webhook Template.
You'll need to paste the two values in the Custom Webhook URL (1234567 + x1234yz) into the context values of your Webhook, as shown here:
Once you've done that, save your Webhook and define the rest of your workflow in Zapier.
Questions? Just reach out to our Customer Success team.