How to Use WebHooks with Zapier

Updated on August 15, 2019 Download PDFDownload as PDF
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Brief Overview

WebHooks (AKA callbacks) allow you to build WalkMe directly into your workflows by triggering 3rd party APIs and/or adding WalkMe Event data into your analytics platform.

This article explains how to define webHooks for Zapier. To do so, it provides an end-to-end example of using webHooks to update Google Sheets.

End-To-End Example of Sending content to Google Sheets using WebHooks

Step 1: Open an account or log into Zapier

Step 2: Click Make a Zap!

Step 3: Click Webhooks

Step 4: Click the Catch Hook radio button and then click Save + Continue

Step 5: Click Copy to clipboard

Step 6: Review ‘How to Set Up a WebHook’ article

Step 7: Set up your WebHook in Insights using the Wizard

Wizard Step 1: Define event

Steps
  1. Select an Event to send to Zapier;
  2. Click Advanced to open the list of properties;
  3. You can select from the pre-defined properties on the top and rename them (make sure to mark the event as selected), or click ADD PROPERTY to send a property with specific value:

Wizard Step 2: Set destination

Steps
  1. Write in the Destination Platform Name. This name identifies the destination system (In this case Zapier):
  2. Set Request Type to POST:
  3. Paste the Destination URL you copied in Step 5 above in the property field next to POST:

  • Click TEST
    • This will send the event that you defined in Wizard Step 1 to your destination platform to ensure that a connection successfully made.
    • You should see the message: “Tested Successfully!”:
      Pro-Tip: If you don’t see the success message, check if all the mandatory properties are defined properly, per the instructions above.

Step 8: Return to the Zapier system and click Set up the step

Step 9: Click Choose App

Step 10: Click the app you would like to connect via WebHook

Step 11: Select Google Sheets as the system you want to connect

Step 12: Click the Create Spreadsheet Row radio button

Step 13: Click Save + Continue

Step 14: Connect your Google account

  • Or connect an account that contains the spreadsheet in which you want to create rows:

Step 15: Click Save + Continue again

Step 16: Select a Spreadsheet and Worksheet

  1. Select a spreadsheet from your Google account or create a new spreadsheet;
  2. Select a worksheet from the dropdown list;
    • The list will show all of the available tabs of the spreadsheet.
  3. Make sure worksheet contains fields.

Step 17: Connect fields and click Continue

  • Connect properties you have defined in Insights to the fields you created in the worksheet:

Step 18: Test the connection to the spreadsheet

  • Click Send Test to Google Sheets and make sure you get the required result in the spreadsheet:

Step 19: Click Finish


Step 20: Toggle your Zap ON

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