Connect Zapier

Connect Zapier by emailing the Help Desk at [email protected] — our Zapier app is invitation-only, so you will not find it when you search Zapier.

Once connected, Zapier and JourneyCARE exchange data in either direction: a Zap can send data into JourneyCARE and a JourneyCARE workflow can send data to Zapier with an outbound webhook.

What the Zapier integration does

Webhooks are HTTPS requests that let applications communicate. A triggering event in one app signals it to send a payload — all of the information packaged and sent — to the webhook URL of another app. Flows follow a trigger, action, trigger, action order: the first app's trigger and action send a payload to the second app, which receives it with its own trigger and performs another action.

Webhooks are easier to set up than API connections because they send information in response to a triggering event. For example, a Zap with a Payment trigger can send a Stripe purchase into JourneyCARE so the workflow runs tasks for contacts who purchased a particular product. For a complete worked example of a Zapier workflow, see Export form answers to Google Sheets.

Request access to Zapier

Email the Help Desk at [email protected] to connect to Zapier, and we'll send you the invitation to our app. You'll need a Zapier account to create Zaps.

Send data from Zapier into JourneyCARE

Send data from Zapier into JourneyCARE with the Inbound Webhook workflow trigger, which generates a webhook URL that Zaps can POST to. The Inbound Webhook trigger is only available with the premium triggers and actions feature.

1. Create the receiving URL. In Automations > Workflows, open or create a workflow, choose the Inbound Webhook trigger, and copy the generated webhook URL.

2. Create the Zap. In Zapier, create a Zap with a trigger — for example, Payment — and a Webhooks by Zapier action that POSTs the payload to the webhook URL from your workflow.

3. Send a test payload. In Zapier, select Test Step at the end of the step; follow the trigger app's documentation for how to send the test payload. In JourneyCARE, wait and refresh the Mapping Reference section until a mapping reference becomes available.

4. Add the contact step. The Create/Update Contact step opens automatically, or use Find Contact. The workflow must create, update, or find a contact using a phone number, email address, custom field, or another mapped value — this is required, and without it the workflow will not work and will break.

5. Map the received data. Use Custom Values > Inbound Webhook Trigger to map payload data into the workflow's fields or actions.

Send data from JourneyCARE to Zapier

Send data from JourneyCARE to Zapier with the Custom Webhook workflow action, which sends an HTTP request to a webhook URL that Zapier creates. Zapier requires a paid account to receive webhooks — its Catch Hook feature.

1. Create the webhook URL in Zapier. Create a new Zap with Webhooks by Zapier as the trigger and Catch Hook as the event, then copy the webhook URL Zapier generates.

2. Add the URL to a workflow. In Automations > Workflows, open or create a workflow, add the Custom Webhook action with the Zapier webhook URL in the URL field, then save and publish the workflow.

3. Send a test. Trigger the workflow with representative data — make the test resemble the live event so the payload contains the fields you'll need later — and keep testing until Zapier receives the data.

4. Map data in Zapier. In the Zap's action step, select the field to update and use the Insert Data interface to choose a placeholder or custom value from the webhook payload. The mapped data is used on each webhook run.

Zapier connection requirements

• Our Zapier app is invitation-only; email the Help Desk at [email protected] to connect.

• The Inbound Webhook trigger is only available with the premium triggers and actions feature.

• Receiving webhooks in Zapier (Catch Hook) requires a paid Zapier account.

• Some external applications restrict webhook receiving to a premium plan; check the app's documentation.

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