How to Connect Webhooks as Data Destination
The integration will allow you to send data from different systems to the system you need, if it supports transfer via Webhooks. For example, you can transfer order data from CRM or Google Sheets to the system you need. This way you can automate the process of processing data, such as orders, with the help of the different services that you use as efficiently as possible.
Let's go through the entire Webhooks setup steps together!
Navigation:
1. What will integration with Webhooks do?
2. How to connect a Webhooks account to ApiX-Drive?
3. How to setup data transfer to Webhooks in the selected action?
Send DATA
Send DATA (Custom)
4. An example of the data that will be sent to your Webhooks.
5. Auto-update and update interval.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, Webhooks must be specified.
Next, you need to specify the action - Send DATA.
- Send DATA - data will be sent to the url you specify according to the settings.
- Send DATA (Custom) - data will be sent to the url specified by you according to the settings, the action allows you to specify advanced settings, namely Header. the action also allows you to receive a response to the sent request.
The next step is to select the Webhooks account to which the data will be sent.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
Example of field settings and test data of the "Send DATA" action
In the window that opens, fill in the "URL for sending data" field.
URL for sending data - located in your personal account of the selected system.
For an example of work, we use the ProveSource system.
You can do the same on any other system that supports Webhooks.
Let's go to the ProveSource personal account, go to the "Notifications" tab and click "New Notification".
Next, select "Stream".
Then, select "Webhook".
The "Your Webhook URL" field contains a Webhook link. You need to copy the URL and paste it into the appropriate field in the ApiX-Drive system.
After that, we return to the ProveSource personal account and click "Next".
In the "Select URL match type" field, enter "apix-drive.com".
Next, you need to fill in the "Message Text" field, in this field you need to write the text of the message.
Choose the style and setting you want.
Enter the name of this notification in the "Notification Name" field and click "Launch".
Go to the "Notifications" tab, find the notification we just created and check that it is enabled.
When the connected account is displayed in the "active accounts" list, select it for further work.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to configure the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in ProveSource.
First you need to select Send type - POST json.
Next, you need to specify the names of the fields under which you will send data to ProveSource. In this case, you need to write the values that are available in the ProveSource service.
To get acquainted with the list of available values, you can follow this link - https://help.provesrc.com/en/articles/3474258-setup-a-custom-webhook
In the Value field, you assign a variable from the Data Source. As a result, you will have a field called "firstName" and it will send the value that is contained in column A from Google Sheets.
Now you can see the test data.
If you want to send test data to ProveSource in order to check if the setup is correct, click "Send test data to Webhooks" and go to your ProveSource to check the result.
The result of sending data is in your ProveSource personal account, in the "Feed" tab.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
An example of a log of the data being sent:
Example of field settings and test data of the "Send DATA (Custom)" action
For an example of work, we will use Click Send system. You can do the same in any other system that uses Webhooks.
Now you need to configure the connection of the Data Source fields on the example of Google Sheets with the corresponding fields in Click Send.
First, you need to specify the URL to receive data according to the service documentation and the action you have selected. For this example, we will take Creating a contact in Click Send.
Next, select the Method specified in the documentation, as well as specify Login and Password.
In this case we specify login from Click Send account and API key. Fill in the Header also according to the documentation.
Now you can see the test data.
If you want to send test data to Click Send in order to check the correctness of the configuration, click "Send test data to Webhooks" and go to your Click Send to check the result.
The result of sending the data, can be found in your Click Send account.
If you want to change the settings - click "Edit" and you will go back a step.
If you are satisfied with everything - click "Next".
An example of a log of the data being sent:
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the Scheduled Run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes setup Webhooks as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!