Connecting Clicki to FieldRoutes
Objective:
To connect Clicki to FieldRoutes for seamless data integration, specifically focusing on adding promoters to Clicki and triggering actions based on completed services in FieldRoutes.
Key Steps:
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Adding Promoters to Clicki:
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Create a webhook in Clicki named "Add Promoter" and assign it to a specific campaign.
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Copy the webhook URL.
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In FieldRoutes, go to Admin > Trigger Rules.
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Create a trigger rule based on your desired action (e.g., after an active subscription is added).
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Create a new action step with the type as webhook and method as GET request.
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Paste the copied webhook URL and replace test data placeholders with actual client data (e.g., email, phone number, first name, last name).
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Triggering Actions for Completed Services:
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Create a trigger rule in FieldRoutes based on completed services (e.g., after an appointment is completed).
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Set up a webhook to send data to Clicki upon trigger.
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Perform a real-time lookup in Clicki's referral database to verify the existence of a referral with the sent data.
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Automatically award referral bonuses if a match is found.
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Cautionary Notes:
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Ensure that the webhooks are set up correctly in both Clicki and FieldRoutes to avoid data transfer errors.
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Double-check the trigger rules and action steps to align with your business processes accurately.
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Test the integration thoroughly before implementing it on a large scale.
Tips for Efficiency:
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Keep webhook names and descriptions clear and descriptive for easy identification.
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Regularly monitor and review the integration to ensure its effectiveness and make any necessary adjustments.
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Document the webhook setup process for future reference and training purposes.