Aim: Seamlessly integrate Zapier to allow automated messages or information to be sent from one app to another, enabling seamless automation between apps. Zapier acts as a bridge, triggering actions in one app based on events in another, even if the apps are not natively integrated with Zapier.
On zapier.com:
- Create a new zap.
- As a Trigger, select Webhooks.
- In the Setup tab, Trigger event: Catch Hook.
- In the Test tab, copy the webhook URL.
On GivenGain:
- Log in to your charity account and visit Settings > Integrations.
- Click on Connect in the Webhooks integration box.
- Paste the URL provided by Zapier.
Back on zapier.com:
- After you received a donation, the webhook should have caught the data sent by GivenGain. Click on “Test trigger”.
- If it worked well, you should have a “request A” (or more) listed. Choose one and click on “Continue with selected record”.
- As an Action, also select Webhooks.
- In the Setup tab:
- Action event: Custom Request.
- In the Configure tab:
- Method: POST.
- URL: Put here the URL of your API endpoint that you need to use.
- Data Pass-Through: false.
- Data: Here you should put the structure required by your API by clicking on the + button. You will see a list of the parameters sent by GivenGain about the donation. Find the ones you need and add them to the data structure where they should be.
- In the Test tab
- Click on “Test step”. If all went well you should have a new entry on your side.
- In the Setup tab: