This requires a paid subscription with Zapier!
You can now use Zapier to connect your inCMS Website with several other tools. Zapier is a platform that connects web apps and helps you to integrate and automate these apps. For example, you can send automated e-mails with Gmail or have Tasks listed on a to do board in Trello. For more info on Zapier: https://zapier.com/
This article describes how you can create a CrossSignup between inCMS and Zapier.
Note: you will need a premium built-in app from Zapier, to realise this integration. This requires a paid subscription with Zapier. For the most up to date information, please check Zapier's website.
Create Zapier account
First, create a Zapier account or login to your existing account.
Create a Zap - step 1
Click on "Make a Zap" in your Zapier dashboard.
Give your new Zap a name. Next, at "When this happens..." select "Webhooks by Zapier".
Then, you need to define the Trigger Event. Here, select "catch hook". And click on "continue".
Zapier will now generate a custom webhook URL. Copy this URL.
Note: this is a private URL, so don't share this with others.
Link the Zap to your inCMS Website
Now, go to your inCMS Website. Login and go to the page where you'd like to insert the CrossSignup. Click on the plus symbol. A popup menu appears. Go to the section "Forms" and click on "CrossSignup". Select "Zapier" from the list of options.
Another popup menu appears. Here you make the CrossSignup settings.
Paste the Webhook URL in the field "Zapier URL".
IMPORTANT: Make sure the checkbox "Send test data to Zapier" is checked. Then, click save.
If somehow the Zap doesn't work (when you test it later on), go back to this menu and check whether the checkbox is still ticked.
The basic CrossSignup form will contain form fields for name and email. If you'd like to add fields, edit the CrossSignup module. Click on the pencil symbol to open it's menu. Go to the tab "additional fields" to add more fields. Next, check the checkbox "Send test data to Zapier", so that the new fields are available for selection in Zapier.
Create a Zap - step 2
Return to Zapier and continue the setup of the Zap.
Click "continue" and then "Test your Trigger". Zapier should now find your CrossSignup fields in inCMS. It'll show the message "We found a request".
Next, press continue, to further define your Zap: in the section "Do this..." you define what happens with the data from the CrossSignup module sent to Zapier. For example, you can automatically draft and send a Gmail email to your website visitor. Follow the steps in Zapier to complete the setup.
Good to know
A webhook should be unique for each Zap. If you use multiple websites, but they should all trigger the same Zap automation (for example send the same email) you can use one webhook for all your websites. However, if you have different automations you should use different webhooks (for example one CrossSignup triggers sending an email, another CrossSignup triggers adding an action to Trello, a board showing your to do's).
Make sure your Zap is activated. As a last step, during the setup, you will get a message at the bottom of your screen. Switch the toggle to on, to activate the zap. If your Zap doesn't work, check if it's activated. To do so, go to your zaps and check the toggle.
Once you've finalised setting up the Zap in Zapier, we recommend you to test it. Go to your inCMS Website (in live or preview mode) and fill in the CrossSignup fields to trigger the Zap automations. Check whether it executes the automations you've setup.
Note: it can take a few minutes before the automated actions are executed.
For questions about Zapier, please contact Zapier directly. Go to their "Get help" section on their website for the most frequently asked questions, or to contact their support. For questions about our inCMS CrossSignup module, contact us at [email protected].