Using Zapier to Automate Flows
Zapier is a popular app that allows you to connect different apps and automate workflows. With Zapier, you can create 'zaps', which are automated workflows that connect different apps and trigger actions based on specific events.
Zapier also handles some of the logic side of things. If you need a layer of logic to write more rules on how you want to use this data, Zapier makes this easy saving you precious time.
If you want to automate flows using Zapier and Factors, start by using the "Webhooks by Zapier" component.
Connecting Factors to Zapier - a quick video
Connecting Factors to Zapier - text instructions
In your Zapier account, create a new zap and choose "Webhooks by Zapier" as the trigger app.
Choose the "Catch Hook" option and continue.
Zapier will generate a unique URL for you to use as the webhook URL in Factors. Copy this URL.
In your Factors account, create an alert, choose your event and its filters, and then add any and all payload properties that you want to send to your destination apps. Note: this step is mandatory, you need to add your payload before you can connect to Zapier.
Now, enable the webhook toggle. Paste the Zapier-generated URL as the webhook URL.
Finally, test the connection by clicking the "Test with a sample payload" button in Factors. Inside Zapier, you must be able to see a test version of the event, alongside the names of all the payload properties you had defined. Disclaimer: if you cannot see this test event replicating inside zapier, try the above steps again.
With this setup, whenever the defined event occurs in Factors, the webhook will be triggered and the data will be sent to the Zapier webhook URL. From there, you can use Zapier to automate any number of actions with the received data.