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Webhook Example: Send a Tweet When a Pothole Request Closes

 

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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. 

  1. 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.

Step1.png

  1. Go to https://zapier.com/  and set up a free account or access your existing account.
  2. Click Make a Zap.
  3. In the Choose a Trigger App field, start to type webhooks, and select Webhooks by Zapier.

Step4.png

  1. Select the Catch Hook option and click Save + Continue.

Step5.png

  1. Click Copy to copy the Zapier-supplied URL.

Step6.png

  1. Switch back to Cartegraph and drag the WebHook block and drop it in the Actions section. 
  2. When the property panel displays on the right, paste the URL you copied from Zapier.
  3. Select Trigger Record as the Record Source and click Test.

Step7.png

  1. Switch back to Zapier, click Ok, I did this, and on the next screen click Continue.
  2. On the left side of the screen click Edit Options, enter cgRequestsClass as shown, and click Continue.

Step9.png

  1. Click Get More Samples, then back in Cartegraph, click Test one last time.

Step10.png

  1. 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.

Step11.png

  1. You should see this screen in Zapier. Click Your Zap currently lacks an Action step. Add one now!

Step12.png

  1. Start to type twitter and select Twitter from the list.

Step13.png

  1. Click the Create Tweet option, then click Save + Continue.

Step14.png

  1. Select the Twitter account to use (create one if necessary) and click Save + Continue.
  2. 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 Step8Button.png.

Step16.png

  1. When you see the list, these are the three fields to select to build the full tweet message. When you finish, click Continue.

Step17.png

  1. You should see this screen. Send this sample tweet to Twitter for a test.

Step18.png

  1. After the test is successful, click Finish.
  2. Name your zap Tweet when Pothole Request is closed and turn it on.
  3. You can click the Dashboard link in the top-left corner to see the list of all of your Zaps.

Step19.png

  1. Name, save, and turn on the automation in Cartegraph.

Step20.png

Whenever you close a pothole request in Cartegraph, a tweet like this is sent:

Step21.png

 

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