In response to @Drew_Mike that contact me by private message, I’ll show how to do it for every one so more people can do it too.
If case you don’t know Zapier, it is a platform that allows you connect a lot of applications using APIs. If you have an APP that triggers an event, you can send data to other APP.
In my example, I use PipeFy.com for managing our processes. I have a link in our website where suppliers can fill a form and start a registration process where we verify some supplier data before making the first purchase. So, when the supplier is reviewed in PipeFy it generates a trigger and thats when I use Zapier catch the new data and register a new supplier into Manager.io automatically. (I don’t get any revenue for referring Zappier or PipefY, just in case )
Let’s see how to do it:
Open your Zapier.com account.
you will make a new “Zap” using as trigger your favorite APP. Then you go to the “Do this…” section and choose the APP “Webhooks by Zapier” and use a “POST” in the event type:
Here is where the tricky part starts…
You will need an URL where to fire the Webhook, so you need to login in your Manager API using the following link in another windows or tab of your browser:
You have to login with the administrator user:
Navigate to your company and you will find a list like this:
You have to navigate to the kind of record you want to create. In my example I’m creating a new Supplier so I click in Supplier and get another list like this:
Step 6: This is where I get the URL I’ll use in Zapier:
Copy this URL.
- Now return to Zapier and use the URL you have found.
- Use Payload Type: JSON
- Wrap Request In Array: NO
- Unflatten: YES
- Basic Auth: Put your username and password with a " | " char in the middle.
Step 8: The final step!
You need to map the data from the other APP to the fields in Manager. There are normal fields, In line fields and custom fields. In order to do that you need to look for a record that has all the fields populated that you need. Click on any link of the list in step 5 to look for it. You should get an entry like this:
So you need to map the data as “key name”: “key value” in Zapier from your trigger APP to Manager
Ok, the custom fields: Use “CustomFields__” + the ID in the registry you looked for. The double underscore “__” will do the trick of nest the fields and Manager will accept them.
PS: For any consultancy services in process automation please DM me.