This article discusses how to set up a Zapier webhook. Learn more about webhooks.
Step 1 - Open Zapier & Log In to your account
Step 2 - Click the Make a Zap! button
Step 3 - Search for "Webhooks" in the search bar and click Webhooks by Zapier
Step 4 - Click Catch Hook and then click the Save + Continue button
Step 5 - On the Pick off a Child Key screen, click Continue
Step 6 - Copy the URL in the input box by clicking the Copy button
Step 7 - In Lead Docket, go to Manage > Webhook Rules and click the Create New button in the top right
Step 8 - Name your Webhook Rule (Example: "Google Sheets Webhook")
Step 9 - Paste the copied URL in the URL input box
Step 10 - Select a Trigger for the Webhook. The trigger selected will be the action that needs to occur in order for the information to be sent from Lead Docket
Example: We will send lead details to Google Sheets when a Lead is Created in Lead Docket (Lead Created Trigger)
Step 11 - Select the Creation Rules (not applicable to all triggers)
- Associated Lead Status - Select a Lead Status from the drop-down menu if you want this Webhook to only occur when a lead is created with a specific status (Default: All Statuses)
- Case Type - Select a Case Type from the drop-down menu if you want this Webhook to only occur when a lead is created with a specific Case Type (Default: All Case Types)
- Office - Select an Office from the drop-down menu if you want this Webhook to only occur when a lead is created with a specific Office (Default: All Offices)
- Requires Case Tracker Code - Select Yes if you want the Webhook to only occur if there is a Case Tracker code for the lead
Step 12 - Click Save
Step 13 - Go back to Zapier and click the Ok, I did this button
Step 14 - Create a test lead in Lead Docket for the Webhook to detect (You can delete this later)
Step 15 - Click on the example that appeared in Zapier to verify that the information matches the information of test lead you just created
Step 16 - Click Continue
Step 17 - Click "+ Add a Step" in the left navigation of Zapier and click Action/Search
Step 18 - Search for the application you want to send information to and select it.
In this example we will be sending Lead Details to Google Sheets
Step 19 - Select an Action
In this example we will select Create Spreadsheet Row, which means a new row will be created in our spreadsheet in Google Sheets that contains the lead details of the lead we create
Step 20 - Connect your account by clicking the Connect an Account button and signing into the appropriate account. Click Save + Continue once finished
Example: Logging into a Google Account to allow Zapier access to Google Sheets
Step 21 - Select where you want the information to go
Example: Selecting a spreadsheet and worksheet you want the information to send to
Step 22 - Map the fields. You will see a list of fields generated by the headings you have in the spreadsheet - these will need to be matched with the appropriate Lead Docket field.
To do this, click the (+) button on the right of the input box below each field heading and select the appropriate Lead Docket field (Ex: First Name field mapped to "Contact First Name")
Note: If you add more field headings to the spreadsheet, click the Refresh Fields button so the newly added fields appear in Zapier.
Step 23 - Once all of the fields are mapped, click the Continue button
Step 24 - Send a test by clicking the appropriate Send Test button (Example: Sending a test to Google Sheets)
Check to make sure the information you want to send appears in the appropriate location (Example: Checking to see if the lead details have appeared in the selected Google Sheets location)
Step 25 - Click the Finish button if the test was successful. If the test was not successful, double-check the previous steps
Step 26 - Give your Zap a name and then turn it on
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