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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 Choose a Trigger App field, start to type webhooks, and select Webhooks by Zapier.
- Select the Catch Hook option and click Save + Continue.
- Click Copy to copy the Zapier-supplied URL.
- 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.
- Switch back to Zapier, click Ok, I did this, and on the next screen click Continue.
- On the left side of the screen click Edit Options, enter cgRequestsClass as shown, and click Continue.
- Click Get More Samples, then back in Cartegraph, click Test one last time.
- Back in Zapier, select the Hook A option, expand the section to see that some of the values from Cartegraph are available, and click Continue.
- You should see this screen in Zapier. Click Your Zap currently lacks an Action step. Add one now!
- Start to type twitter and select Twitter from the list.
- Click the Create Tweet option, then click Save + Continue.
- Select the Twitter account to use (create one if necessary) and click Save + Continue.
- You should see this screen. Enter message text for the tweet as shown below. When you get to a part of the message that uses values sent from Cartegraph, click .
- When you see the list, these are the three fields to select to build the full tweet message. When you finish, click Continue.
- You should see this screen. Send this sample tweet to Twitter for a test.
- After the test is successful, click Finish.
- Name your zap Tweet when Pothole Request is closed and turn it on.
- You can click the Dashboard link in the top-left corner to see the list of all of your Zaps.
- Name, save, and turn on the automation in Cartegraph.
Whenever you close a pothole request in Cartegraph, a tweet like this is sent: