This article provides step-by-step instructions for integrating your Clicki account with Zapier using webhooks. The process allows you to automate workflows by triggering actions based on events in your Clicki account.
Step 1: Set Up a Trigger in Zapier
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Create a New Zap: Start by creating a new Zap in Zapier. The first step is to set up a trigger, which will initiate the workflow. This can be any event supported by Zapier.
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Select a Trigger Event: Choose the appropriate trigger event based on your requirements.
Step 2: Set Up the Webhook Action in Zapier
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Choose an Action App: After setting up the trigger, select the "Webhooks by Zapier" app as the action step.
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Choose Action Event Type: Zapier offers several types of webhook actions. In this case, select "GET" as the action event type.
Step 3: Get the Webhook URL from Clicki
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Retrieve the Webhook URL: Log in to your Clicki account and navigate to the section where you can generate or view your webhook URL.
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Copy the Webhook URL: Copy the webhook URL provided by Clicki.
Step 4: Configure the Webhook in Zapier
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Paste the URL in Zapier: Go back to Zapier and paste the Clicki webhook URL into the URL field within the Webhooks by Zapier action step.
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Modify URL Parameters (Optional): If needed, you can adjust the URL parameters directly in Zapier. Otherwise, leave the URL as it is.
Step 5: Test the Webhook
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Test the Webhook: Once everything is set up, click the "Test & Review" or "Test & Continue" button in Zapier.
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Verify the Response: If the webhook is configured correctly, Zapier will show a successful response. The message "Working" or similar will appear in the response data.
Final Notes
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Leave JSON Settings as Default: You do not need to change any of the JSON settings. Leave everything as it is by default.
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Use GET Request Type: Ensure that the webhook action type is set to "GET" to function correctly.
This process allows you to seamlessly connect your Clicki account with Zapier, enabling automated workflows triggered by Clicki events.