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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.
- 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: