Working with Zapier
Zapier is a platform that lets you connect all of your favorite apps together. This article outlines how to use Compass webhooks with Zapier to transfer information collected in Sessions to Zapier.
Step by step video overview
Step by step instructions
1. Start a new Zap
Get started by opening Zapier and starting a new Zap. Choose the "Webhooks" option from the list of built-in apps.
Then select the "Catch Hook" option.
Copy the link provided by Zapier. WAIT! Do not click "Ok, I did this" yet. First, we need to send a sample of data to Zapier so that it knows what data to expect to use for your actions.
2. Setup in Compass
Now with the copied link, open Compass and navigate to Manage > Workflows and select the Workflow you want to use.
Now select a section on the diagram where the trigger will take effect.
After you select a section, the right side panel will open. Choose "Add Action."
Choose "Webhooks" integration and "Send Message" option.
Paste in the URL provided by Zapier in the URL field of the action. Lastly, choose the "End of Session" timing option to complete the action setup.
3. Make a test session in Compass to send sample data to the Zap in Zapier
Now we need to create a new session in Compass for the workflow that uses the new webhook action. Make sure you choose a route that triggers the webhook action and complete all fields.
Note: only fields that have been filled out will be sent to Zapier. Make sure all of the fields you need are attached to the workflow sections and they are completed during this session.
4. Complete the Zap setup
After you've completed the session to send the sample data to Zapier, you should choose the "Ok, I did this" button to continue to further setup.
If the session was able to successfully send its data to Zapier, then you should be able to click the dropdown arrow and see data sent.
If everything looks correct, go ahead and choose "Continue."
Now you need to choose an app to connect with. In this example, we're going to use the data from Compass to enter a new row in a spreadsheet using Google Sheets.
Then choose the "Create Spreadsheet Row" option.
Select your Google account, spreadsheet, and worksheet where the data will be sent.
Here is a view of the spreadsheet we are working with in this example.
Now in Zapier, we should see a list of available options from our dataset. In our example, we see Date, First Name, Last Name, Status and Time.
Mapping the data from Compass to other apps in Zapier is very simple. Any property that starts with "Field." indicates that it was a field completed in Compass during the session.
Go through each property and map the data to it. Afterwards, it should look something like the screenshot below.
Choose "Continue" and then you can proceed with sending test data or skip it. As the final step, choose to turn on your Zap and give it a name.
5. You’re all ready to go!
Now that everything is setup between Compass and Zapier you can create another session to make sure everything works as expected.
Here is an example of the data sent from Compass to our spreadsheet in Google Sheets after a session is completed.
Great! Now you know how to use the power of Zapier to connect all of your apps with Compass.