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.
- Zapier Templates & Failed Zaps
- Zapier Webhooks Integration 101
- Setting up Webhook Actions
- Deleting Webhooks
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!
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.
Zapier Webhooks Integration
Zapier allows for easy integration between Onfleet and other useful web applications, making task creation and other Onfleet automation a breeze with very little to no engineering effort.
Setting up Triggers
- Log onto your Zapier account and select "Make a Zap"
- Search for "Onfleet" and look for the webhook you are interested in setting up in the list of events.
- 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:
- During the next step, the Zapier integration will ask you to pull in some data for your trigger. If you have selected 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 the test trigger without doing anything, as it will pull in sample data for your trigger:
- This shows that the sample data being pulled in successfully:
Setting up a trigger is super easy and requires no context switching, all steps are done via the Zapier interface.
Setting up Actions
After the trigger setup, you can then find an action to connect the trigger 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:
Note: 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.
Sample additional action steps include filters, delays, data formatter, or even another application zap. Click on the "+" symbol 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.
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.
