Overview

This article provides a step-by-step guide on setting up email notifications for specific events in your hub using Zapier. It covers the process from creating a Zapier webhook to configuring and testing the email notification setup.

 

Information

Below are the steps to configure email notifications for events in your hub using Zapier:

• Setting Up the Webhook in Zapier
• Configuring the Webhook in AdvocateHub
• Testing and Activating Your Zap

 

Setting Up the Webhook in Zapier

1. Go to Zapier, and click on Make a Zap!

2. Choose Webhook for the trigger and select Catch Hook

3. Continue to Test this Step and copy the webhook link

 

Configuring the Webhook in AdvocateHub

4. Open up a new window/tab and navigate to your AdvocateHub's Webhook configuration page: Settings > System > Webhooks

5. Click on the Add a Webhook button

6. Give your webhook a relevant name

7. In the Webhook Provider URL field, paste the link from Zapier

8. Scroll down to the list of events and check the box beside the event that you wish to be notified about e.g. Advocate Joined

9. Scroll all the way down and click Save

 

Testing and Activating Your Zap

10. Go back to your Zap set up tab/window, and click Okay, I did this. Now you'll see a "Looking for the hook, this might take a sec..." status.

11. Quickly go back to your hub and trigger the webhook by completing the event that you chose in Step 8.

12. After triggering the webhook by completing the event, return to your Zapier window and it should be green within a few seconds. If it didn't work, try the process again, but move more quickly this time.

13. Hit Continue and go to the next step

14. Now choose the Action which should happen when the event is triggered. You can choose from Gmail, Outlook, Zapier's built in email system, or even Slack.

15. Configure the body of the message however you'd like. You can insert details from the AdvocateHub webhook, such as the name and email address of the advocate who completed the event.

16. Test your set up to see if you receive a message.

17. Click Continue, give it a name, and click Turn Zap On.

..and now you're all set to go!

 

FAQ

Do I need a paid Zapier account to set up email notifications for events in my hub?

No, you can set up a free Zapier account for testing purposes, which may be sufficient depending on the frequency and complexity of the tasks you need to automate.

What kind of events can I set up notifications for in my hub?

You can set up notifications for any Event Types listed in the AdvocateHub under Settings > Scoring & Achievements > Event Types, such as when an advocate joins your hub or advances to a new level.

How do I ensure that my Zapier webhook is working correctly?

After setting up the webhook, you need to trigger the event in your hub and then check the Zapier setup window for confirmation. If it doesn't work on the first try, repeat the process more quickly to ensure Zapier captures the event.