Zapier & Zapier Webhooks

In this article, you will learn about using Zapier to integrate Onfleet to other web apps and Zapier Webhooks 101.  Zapier is a third-party tool that lets you easily connect the web apps you use, making it easy to automate tedious tasks.

This article will cover: 

 

Zapier Templates

Onfleet's Zapier integration allows you to create tasks from virtually any source, with full support for coordinate-based destinations, task linking, auto-assignment, and more. To access our public Zapier app, find us here, or click on any of the Zap Templates below to dive right in!

 

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In this video, you can see an example of how to utilize Zapier to integrate Onfleet with Slack and create automated messages based on various actions happening within your dashboard:

 

Failed Zaps

Here is a list of Zapier errors that may have caused your zap to fail. 

 

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Zapier Webhooks Integration 101

Zapier allows for easy integration between Onfleet and other useful web applications, making task creation and other Onfleet automations a breeze with very little to no engineering effort.

Previously, we've suggested using Webhooks by Zapier to automate your internal processes. However, with the recent launch of the Onfleet Zapier 2.0 integration, we've made the process even easier.

 

Setting up Triggers 

    • Go to Zapier and make a zap
    • Search for "Onfleet" and look for the webhook you are interested in setting up in the list of events:

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  • After connecting your Onfleet account with a provisioned API key, you can customize the name of the webhook as it will be displayed in your Onfleet dashboard and via the API:

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  • During the next step, the Zapier integration will ask you to pull in some data for your trigger. If you have a task created trigger, you will need to create a task before clicking on the test trigger button. You can also opt-in to click on test trigger without doing anything, as it will pull in sample data for your trigger:

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  • This shows that the sample data being pulled in successfully:

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And that's it! Setting up a trigger is super easy and requires no context switching, all steps are done via the Zapier interface.

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Setting up Actions

After the trigger setup, all you need to do is find an action to connect it to. You have more than 2000 options offered in Zapier, including email, Slack, Zendesk, Intercom, PagerDuty, Google Suites, and many more. 

When setting up actions, you will have the ability to pull in webhook data from the trigger payload as shown below:

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Note that if you did not provide a real data trigger, this will be pulling in sample data where the fields are non-real data (see image above).

 

Additional Action Steps (Optional)

For business purposes, one may opt-in to add additional steps to the webhook. To do so, simply go to your Zapier dashboard and select your zap. On the left panel, you can add a step in between the trigger and the action or even after the 1st action.

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Sample additional action steps include filters, delays, data formatter, or even another application zap. Click on the + sign to learn more about what Zapier offers. 

Note: Remember to trigger a sample event when you update your integration, this ensures that you are pulling in the desired and up-to-date payload.

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Deleting Webhook

By turning OFF the Zap, you are deleting the webhook directly. To re-create the webhook, simply turn the pre-configured Zap on.

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