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The following is a step by step walkthrough connecting Cartegraph OMS to Zapier using the Webhook automation block. In this example, we will send a tweet every time a pothole request is closed in Cartegraph.
- In Cartegraph, begin to create an automation. We are refining the trigger so the automation is only triggered when a request status switches from open to closed and the issue is Pothole.
- Go to https://zapier.com/ and set up a free account or access your existing account.
- Click Make a Zap.
- In the When this happens dialog, start to type webhooks, and select Webhooks by Zapier.
- Select the Catch Hook option and click Continue.
- In the Pick Off A Child Key field, enter cgRequestsClass.
- Click Copy to copy the Custom Webhook URL and click Continue.
- Switch back to Cartegraph and drag the WebHook block and drop it in the Actions section.
- When the property panel displays on the right, paste the URL you copied from Zapier.
- Select Trigger Record as the Record Source and click Test.
When you click Test, details for the record that was last modified in this recordset is sent to Zapier to test the connection.
- Switch back to Zapier, click Test trigger.
- If the test is successful, you will see We found a request! in the Find Data section. Click Continue.
- In the Do this dialog, start to type twitter and select Twitter from the list.
- Click the Create Tweet option, then click Continue.
- Select the Twitter account to use (create one if necessary) and click Continue.
- Enter the message text for the tweet as shown below. When you get to a part of the message that uses values sent from Cartegraph, select the field from the Insert Data list.
- When you finish, click Continue.
- Click Test & Continue to send a sample tweet to Twitter.
- After the test is successful, click Done Editing.
- Name your zap in the upper left and click Turn Zap On.
- In Cartegraph, name, save, and turn on the automation.
Whenever you close a pothole request in Cartegraph, a tweet like this is sent: