Docsumo will be responsible to Trigger an event based on the configurations done on the application, and the Webhook provided by Zapier will be useful for us to Catch the trigger in Zapier and take actions.
These webhook triggers can be easily configured in the Integrations tab in Docsumo application based on “Document Status Change”. Below is a screenshot for reference.
Whenever the status of the document changes (as per the configurations done), the webhook triggers a notification.
Setting up Zaps in Zapier is quite easy, using webhooks. Login to Zapier and create a new Zap with following steps:
- Zapier provides webhooks to catch triggers from an external system. The first step is to create a Zap with OOTB functionality provided by Zapier “Webhooks by Zapier” with the Event “Catch Hook”.
Below is a screenshot for reference:
- Set up trigger is used to filter the webhooks notifications and ensure the right trigger is caught.
- In the test trigger section we will have Zapier provide a Webhook for us to use and catch the triggers. Below screenshot shows the same.
- Copy the webhook provided by Zapier and add it in “Webhook URL” field provided in Docsumo’s Integration settings.
- Heading back to Zapier, we will need to configure the actions to take post catching the webhook notification.
Zapier provides a wide range of applications to choose from, as our requirement is to propagate the data captured to Appsheets, we will search and select Appsheets in the application menu provided by Zapier.
- Post selecting Appsheet, we can quickly connect the Appsheet account to Zapier and propagate data as required.
- More details on how to work with Zapier and Appsheet like connecting Zapier to Appsheets, and getting Access Keys can be found here : https://support.google.com/appsheet/answer/10105001?hl=en
With the above configurations in place, whenever a document is processed in Docsumo, Zapier will be able to propagate data to Appsheet.
Updated 3 months ago