Introduction
Zapier is a third party platform that takes the request or post from one system, and then formats it into another system’s expected format. By connecting your DebtPayPro system with Zapier you can post information from DebtPayPro to various other platforms that Zapier connects to. The purpose of this guide is to help you formulate your first post into Zapier so that you can begin connecting your DebtPayPro instance to a platform that DebtPayPro is not natively integrated with. This process will require you to have an account with Zapier; you can create a new account directly on their website.
Creating a Catch Hook in Zapier
First begin by logging into your Zapier account and clicking “New Zap” on the top right hand side of the screen.
On the following page in the step 1 field “what happens” search for “Webhooks By Zapier” and select that option. You will be presented with a “trigger event” field in which you will need to select “catch hook.” Once those options are selected proceed by clicking “continue.”
After clicking continue you will be brought to a page with a catch URL that has been generated for you. This URL needs to be input in DPP on the webhook setup page contacts tab > webhooks > create a webhook. Once the URL is inserted, choose the method as “post” and then select “save webhook.” Additionally, you can choose which users or teams have access to this webhook by choosing them in the “shared with” section of this page.
Formulating the post to Zapier
Trying to continue further in Zapier at this point will present you with an option to “test and review” or “test and continue.” At this point you will not be able to use either of those functions as you will need to first set up some fields to post over into Zapier. On your webhook in DPP begin adding some fields and mapping to their correct CRM field. For detailed steps on configuring webhook fields please consult our webhooks article: https://support.debtpaypro.com/hc/en-us/articles/115000523208-WebHooks In this example we will be sending Zapier the contacts first name, last name, email, and DebtPayPro contact ID.
Once you have the fields you would like to push to Zapier on the post navigate to a contact record and execute the webhook you just created.
Back on the webhook setup page in DebtPayPro for your post, in the “results” section you should see an array response that has a success in the result. Below is an example of what that response can look like:
<pre>Array
(
[id] => 48516498
[post_id] => 8442
[contact_id] => 290583037
[stamp] => 2019-10-23 16:11:33
[http_code] =>
[result] => {"status": "success", "attempt": "5db0c205-f4b7-475d-8ecb-e06e3006e2e0", "id": "efb4b5a5-8dfe-4c00-91a2-8152869f34e7", "request_id": "5db0c205-f4b7-475d-8ecb-e06e3006e2e0"}
)
</pre>
This is a response from Zapiers system confirming that the post we just configured and pushed to them was successfully received. Please note, any error messages that you see would need to be resolved through Zapier’s support resources.
Back in Zapier, you can now choose “test and review” to see the information that DebtPayPro passed over. If any information is missing, you can add it to the webhook in DebtPayPro and execute more posts to Zapier and click “get more samples” to see more posts into Zapier. Subsequent tests will be labeled as “Hook B,” “Hook C,” etc.
In the above example “Hook B” is the post that had all the information needed to proceed forward.
Wrapping Up
Congratulations! If you have made it this far, you have successfully configured your DebtPayPro system to post data into Zapier. At this point (from step 2 onward in Zapier) you will need to consult Zapier’s support materials to format your zap to post to the system or service of your choosing. Please visit https://zapier.com/help for more information.