How to Use WebHooks with Zapier

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

• Website address is: https://zapier.com/.

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

• Please review the steps provided in our How To Send WalkMe Event Data To 3rd Party Systems Using Webhooks article.
• The steps that follow are specific to setting up webHooks for Zapier.

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