@@chimaobiezeobidi6065 So I don't know Zoho at all. But if there's no Zapier integration, then I start to look for "webhooks" that Zoho offers. It seems like it exists... help.zoho.com/portal/en/community/topic/webhooks-issues-where-is-the-documentation Which means you can probably add "failed payments" / "payments" as an event to receive information for in Zapier using Webhook. Then you'll probably just need to filter a bit. If you need more help then than that, feel to fill out this form and we might be able to do a bit of work together :) gavin092635.typeform.com/to/LMUF1T2c
It's not offered but you could generate your own secret key if you wanted to and use that as part of a filter step? But if you mean like a system that anyone can get an API key for, then no
@@gavinwiener Thanks for the reply!! Filter step can be a solution. I could send an api key with my data i want to share in my post webhook endpoint and have a filter step to check if the api key sent is the same as I shared with my zap. Do I have the correct understanding ?
@@saidiahamada Exactly. So you decide on the "API key" before hand. It can literally be anything. randomkeygen.com/ And you don't share that with anyone else, only you know it. And you use that in a Filter step. "If the 'key' field is equal to " And that key, let's say you've setup some HTTP request coming from outside... You had an extra field or header called, "key"/"auth", etc, it doesn't really matter And you're hard-coding that key we just generated into the request. So when Zapier checks in the Filter step, if it matches, there's a very unlikely chance the request didn't come from that source we wanted it to come from
Yup, Webhooks can be used from the Starter plan and upwards. Were you able to turn the Zap on? If you're not the correct plan, it wouldn't allow you to even turn it on. If you're still not receiving the data, I'd make sure you entered the correct URL from Zapier Webhook into the app you're connecting with. And then if still not, id make sure the event is actually happening that would trigger the webhook. Which app are you receiving data from?
@@gavinwiener It's a WordPress site for booking accommodation so I want to sent venue address via email. The Zap is on, it has No warnings, I can Test Actions, I can receive data from app but it does not trigger when I do the booking on the website.
Hello In my page there is a button I want something like when I click that It should be redirected to zapier login page then authenticate user and get back to my page .Can you tell me how this can be done???🤔🤔
Appreciate the question. Tell me, what's the end goal? Just want to be sure I understand the question, because i wouldn't know how to achieve that initial question, but I might be misundersatnding.
How can we set up the hooks on Jumpstart automation workflow, and also how can we create a zap where we have to connect webhook with zoom, the webhook will get data from the active camping on Jumpstart?
Thanks for the question Maria. Can you send me a link to Jumpstart? I've never heard of that one, I can check it out and give a suggestion. Regarding Zoom webhooks, I did this in a recent project. marketplace.zoom.us/docs/guides/build/webhook-only-app It's quite easy to create a webhook for Zoom, you can also choose which events you want to be notified of. Then you can put it into ActiveCampaign. Or if you want to put info from ActiveCampaign into Zoom, depending what you need to do in Zoom, you might not need a webhook.
Have a question. love your simple explanation of webhooks, I now understand and need to use this but am still unsure the exact steps. (my scenario: FB Lead => zap to google sheet with lead info. Then round robin zap email lead info out. NOW I need to capture the email that lead was sent to and update google spreadsheet row with the proper agent's email address that the lead was sent to. Can you help me out
Hey Cheryl. Appreciate the kind words and the question! So, unfortunately each use-case is different so I wasn't able to give a "one video covers everything" type of video. Facebook Leads Ads, when you set them up, by default the leads are captured in an "internal spreadsheet" of sorts, but you should see an option of being able to enter a custom URL for where to send the leads, THAT would be where we could put the Zapier webhook URL that would get generated following the process in this video. Then the data coming into the Zapier webhook (the dummy data I showed) would be the lead's information, because Facebook would send the information to the webhook URL whenever a new lead comes in. In regards to your round-robin, that is complicated with Zapier's default integrations. I would recommend doing this in 2 ways, either a custom code block in Zapier and you would need to use the "cache", zapier.com/help/create/code-webhooks/store-data-from-code-steps-with-storeclient Or, in this case, my preferred approach would be looking to have the lead being straight pushed to Google Sheets, and in the Google Sheet create a custom script that does the round-robin emailing. Probably not the answer you were hoping for but I personally cannot see a nice way to do it with Zapier that does not become overly complex and confusing with the default integrations. Feel free to reach out to me at gavin@divisionmax.com and I'm happy give even just more guidance, or we could chat about me being more hands-on if you'd prefer to not worry about the hassle of it on your shoulders.
Hey there. So here's some steps for the future, and the process I follow: 1) I first check if an app has an integration with a software like Zapier, I'll Google "Less annoying crm zapier" 2) If not results for that, I'll search, "less annoying crm webhooks" 3) (There were no results for that either). Last step is checking "less annoying crm API". So there is an API for Less Annoying CRM, which means there is a way to pull data out of the system (but Less Annoying CRM does not seem offer a way to receive notifications for things happening i.e. webhooks). So this means you need to either hire someone like me to create an integration, or you can look at another platform which may have an integration www.lessannoyingcrm.com/help/integrations There seems to be one called LeadsBridge (which I've seen come up a few times) and seems to be a bit like Zapier, and it appears to have an integration with Less Annoying.
@@gavinwiener pushing data from Gravity Forms on my wordpress site and sending to Microsoft Planner. Also, pushing from my CRM and sending to Planner and Teams. All on Zapier, if possible. Thank you.
Hey RiskWell. Apologies for delay, didn't get a notification for this. Okay so data coming in via Gravity Forms (GF), then pushing those to Planner, and Teams. GF has a Zapier integration that generates a webhook URL for you, so that side is sorted. You'd just need to drop that URL into the settings in GF. I can't tell you exactly where because I haven't used GF a lot. It looks like there is an integration for Teams as well? Which CRM are you using?
Hey Lu. Appreciate the question. In my mind, there are 2 approaches you can take. 1) Depending on your web application, and if you have access to the code, you can just do an integration directly with Google Sheets 2) If you really want to be use Zapier, when you use a Webhook NOT in the first step of a Zap, it actually allows you to send off information to anywhere that you like i.e. an HTTP request. What I would do, if you're able to make modifications to your web-application, is add a URL that accepts incoming POST information, and you would send the data from Zapier to that URL using the Webbook NOT in the first step of your Zap I'm actually going to make a video about the 2nd approach.
When I use trigger twitter user, I always get trigger error message continuously. And when asked to post a new tweet, it has no effect. Any suggestions?
@@gavinwiener it's say We "We couldn’t find a tweet Create a new tweet in your Twitter Ranwiesiel account and test your trigger again" Even though I already made a new tweet
Hey man awesome video, I am new to this concept. However I am struggling with something. I am setting up a contact us form for a client using groove funnels. If you are not familiar with them it's just a website/funnel builder. However I need somewhere for that data from the contact form to be sent. I know i can set this up using google sheets or something but is there a way to set it up so the client receives an email with the data that was submitted. I don't know how to do this. Is there a way to do this within zapier
Hi Brandon. Apologies for the delay, I need to sort out my notification settings. How did you come with this? Because you definitely can! If you're able to get them into a Google Sheet already, that'll be the easiest route. You wouldn't need webhooks for this at all. You can set up a trigger in Zapier for "New row in sheet" with the Google Sheets app. Then the next step could be using either Zapier's built in email app, Gmail, Mailgun, Sendgrid (there are lots of options). Feel free to grab my email in my profile and reach out if you'd like some more help with this.
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How can I setup my zoho marketing automation inside zapier ? Please, I need help
@@chimaobiezeobidi6065 What's the actual goal, what are you trying to automate?
@@rileyh3207 Abandoned payments on zapier.
I can't find zoho automation on zapier. So, I don't know how to integrate it
Your help will really be appreciated. Thanks
@@chimaobiezeobidi6065 So I don't know Zoho at all.
But if there's no Zapier integration, then I start to look for "webhooks" that Zoho offers.
It seems like it exists...
help.zoho.com/portal/en/community/topic/webhooks-issues-where-is-the-documentation
Which means you can probably add "failed payments" / "payments" as an event to receive information for in Zapier using Webhook.
Then you'll probably just need to filter a bit.
If you need more help then than that, feel to fill out this form and we might be able to do a bit of work together :)
gavin092635.typeform.com/to/LMUF1T2c
Thank you so much i've been trying to figure this out, and everyone on youtube is focused on no code so its hard to find content like this
My pleasure. Sometimes we gotta go back to the roots!
Thank you for the quick explanation! Also love the intro/outro music, love the lofi vibes.
Really appreciate it! Lo-fi definitely has a place in my heart.
Don't hesitate to let me know if there's any other topics you'd love to have covered
Hi thank you for your video, can we secure a zap webook endpoint via an api key ?
It's not offered but you could generate your own secret key if you wanted to and use that as part of a filter step?
But if you mean like a system that anyone can get an API key for, then no
@@gavinwiener Thanks for the reply!! Filter step can be a solution. I could send an api key with my data i want to share in my post webhook endpoint and have a filter step to check if the api key sent is the same as I shared with my zap. Do I have the correct understanding ?
@@saidiahamada Exactly. So you decide on the "API key" before hand.
It can literally be anything.
randomkeygen.com/
And you don't share that with anyone else, only you know it.
And you use that in a Filter step.
"If the 'key' field is equal to "
And that key, let's say you've setup some HTTP request coming from outside...
You had an extra field or header called, "key"/"auth", etc, it doesn't really matter
And you're hard-coding that key we just generated into the request.
So when Zapier checks in the Filter step, if it matches, there's a very unlikely chance the request didn't come from that source we wanted it to come from
@@gavinwiener Thank you so much 🙂 Take care
Tanx, really helpful !
Glad it was helpful!
Great video, my Zapier test works but when I use it in my app it doesn't send any email... Do I need to pay for Zapier premium for it to work?
Yup, Webhooks can be used from the Starter plan and upwards.
Were you able to turn the Zap on? If you're not the correct plan, it wouldn't allow you to even turn it on.
If you're still not receiving the data, I'd make sure you entered the correct URL from Zapier Webhook into the app you're connecting with.
And then if still not, id make sure the event is actually happening that would trigger the webhook.
Which app are you receiving data from?
@@gavinwiener It's a WordPress site for booking accommodation so I want to sent venue address via email.
The Zap is on, it has No warnings, I can Test Actions, I can receive data from app but it does not trigger when I do the booking on the website.
Hello
In my page there is a button I want something like when I click that It should be redirected to zapier login page then authenticate user and get back to my page .Can you tell me how this can be done???🤔🤔
Appreciate the question. Tell me, what's the end goal?
Just want to be sure I understand the question, because i wouldn't know how to achieve that initial question, but I might be misundersatnding.
How can we set up the hooks on Jumpstart automation workflow, and also how can we create a zap where we have to connect webhook with zoom, the webhook will get data from the active camping on Jumpstart?
Thanks for the question Maria.
Can you send me a link to Jumpstart?
I've never heard of that one, I can check it out and give a suggestion.
Regarding Zoom webhooks, I did this in a recent project.
marketplace.zoom.us/docs/guides/build/webhook-only-app
It's quite easy to create a webhook for Zoom, you can also choose which events you want to be notified of.
Then you can put it into ActiveCampaign.
Or if you want to put info from ActiveCampaign into Zoom, depending what you need to do in Zoom, you might not need a webhook.
OMG YOU SAVED MY LIFE. Thank you so much.
Hi Gia! Really happy to found it useful.
I'm always curious, what's the business case you're trying to solve?
Hello, Thanks for the video. Its really helpful. I am working on Zapier integration and I need help. Could you please help in creating actions? thanks
Thanks for the feedback man. Send me an email or the address on my profile and we can discuss the details a bit more!
Have a question. love your simple explanation of webhooks, I now understand and need to use this but am still unsure the exact steps. (my scenario: FB Lead => zap to google sheet with lead info. Then round robin zap email lead info out. NOW I need to capture the email that lead was sent to and update google spreadsheet row with the proper agent's email address that the lead was sent to. Can you help me out
Hey Cheryl. Appreciate the kind words and the question!
So, unfortunately each use-case is different so I wasn't able to give a "one video covers everything" type of video.
Facebook Leads Ads, when you set them up, by default the leads are captured in an "internal spreadsheet" of sorts, but you should see an option of being able to enter a custom URL for where to send the leads, THAT would be where we could put the Zapier webhook URL that would get generated following the process in this video. Then the data coming into the Zapier webhook (the dummy data I showed) would be the lead's information, because Facebook would send the information to the webhook URL whenever a new lead comes in.
In regards to your round-robin, that is complicated with Zapier's default integrations. I would recommend doing this in 2 ways, either a custom code block in Zapier and you would need to use the "cache", zapier.com/help/create/code-webhooks/store-data-from-code-steps-with-storeclient
Or, in this case, my preferred approach would be looking to have the lead being straight pushed to Google Sheets, and in the Google Sheet create a custom script that does the round-robin emailing.
Probably not the answer you were hoping for but I personally cannot see a nice way to do it with Zapier that does not become overly complex and confusing with the default integrations.
Feel free to reach out to me at gavin@divisionmax.com and I'm happy give even just more guidance, or we could chat about me being more hands-on if you'd prefer to not worry about the hassle of it on your shoulders.
Is it possible to use this in Less Annoying CRM? Need to grab new contact to sheets.
Hey there. So here's some steps for the future, and the process I follow:
1) I first check if an app has an integration with a software like Zapier, I'll Google "Less annoying crm zapier"
2) If not results for that, I'll search, "less annoying crm webhooks"
3) (There were no results for that either). Last step is checking "less annoying crm API".
So there is an API for Less Annoying CRM, which means there is a way to pull data out of the system (but Less Annoying CRM does not seem offer a way to receive notifications for things happening i.e. webhooks).
So this means you need to either hire someone like me to create an integration, or you can look at another platform which may have an integration
www.lessannoyingcrm.com/help/integrations
There seems to be one called LeadsBridge (which I've seen come up a few times) and seems to be a bit like Zapier, and it appears to have an integration with Less Annoying.
Watched this to get a better understanding of the details. Would like to see more info about "POST", "PUT" and "GET"
Thanks for the feedback. So your goal is to be fetching data from another location correct?
@@gavinwiener pushing data from Gravity Forms on my wordpress site and sending to Microsoft Planner. Also, pushing from my CRM and sending to Planner and Teams. All on Zapier, if possible.
Thank you.
Hey RiskWell. Apologies for delay, didn't get a notification for this. Okay so data coming in via Gravity Forms (GF), then pushing those to Planner, and Teams.
GF has a Zapier integration that generates a webhook URL for you, so that side is sorted. You'd just need to drop that URL into the settings in GF. I can't tell you exactly where because I haven't used GF a lot.
It looks like there is an integration for Teams as well?
Which CRM are you using?
@@gavinwiener o poop
How can I use Zapier to get data from google sheets to my web application?
Please for me advise,
thanks !!!
Hey Lu. Appreciate the question.
In my mind, there are 2 approaches you can take.
1) Depending on your web application, and if you have access to the code, you can just do an integration directly with Google Sheets
2) If you really want to be use Zapier, when you use a Webhook NOT in the first step of a Zap, it actually allows you to send off information to anywhere that you like i.e. an HTTP request. What I would do, if you're able to make modifications to your web-application, is add a URL that accepts incoming POST information, and you would send the data from Zapier to that URL using the Webbook NOT in the first step of your Zap
I'm actually going to make a video about the 2nd approach.
When I use trigger twitter user, I always get trigger error message continuously. And when asked to post a new tweet, it has no effect. Any suggestions?
Thanks for the question. What exactly does the error message say? I don't know every app but we can work through it together
@@gavinwiener it's say We "We couldn’t find a tweet
Create a new tweet in your Twitter Ranwiesiel account and test your trigger again"
Even though I already made a new tweet
But strangely, when I use my tweet trigger it works, without a message like that
excelente explicacion, breve y clara, muchas gracias por compartir
I had to use Google Translate for this one ;)
Appreciate the kind words. Let me know if there are any other topics you'd like covered.
Thanks mate
Happy it could help!
Hey man awesome video, I am new to this concept. However I am struggling with something. I am setting up a contact us form for a client using groove funnels. If you are not familiar with them it's just a website/funnel builder. However I need somewhere for that data from the contact form to be sent. I know i can set this up using google sheets or something but is there a way to set it up so the client receives an email with the data that was submitted. I don't know how to do this. Is there a way to do this within zapier
Hi Brandon. Apologies for the delay, I need to sort out my notification settings.
How did you come with this?
Because you definitely can! If you're able to get them into a Google Sheet already, that'll be the easiest route. You wouldn't need webhooks for this at all.
You can set up a trigger in Zapier for "New row in sheet" with the Google Sheets app.
Then the next step could be using either Zapier's built in email app, Gmail, Mailgun, Sendgrid (there are lots of options).
Feel free to grab my email in my profile and reach out if you'd like some more help with this.
You could add a step after the google sheets that when a row is updated it generates an email. Does that sound like it would work?/
sadly now you have to pay for webhooks
Yeah it's part of the paid levels.
Whether you decide to use Make/Integromat, the concepts still apply!