You can use Incoming Webhooks to trigger a Survey Send from CustomerGauge whenever an trigger happens in Zapier, allowing you to connect more than 2,500 systems to CustomerGauge.
How to Setup
You'll need to set things up in both CustomerGauge and Zapier in order to send surveys when a trigger happens in Zapier.
To be able to generate a webhook that can trigger survey invitations you will need an API Configuration. You can check how to set it up here.
- Navigate to Data → Rest APIs → Inbound Mapping.
- Under Actions, click on the 3 dots and then Generate Webhook.
- Click on Save.
- A webhook will be generated and all the necessary information will be shown.
If you need to check the webhook information and credentials at a later stage, you can do so by following these instructions:
- Navigate to Data → Integrations → Webhooks.
- Under Actions, click on the 3 dots and then View. You can also Deactivate or Delete the webhook here as well.
To set things up in Zapier, you need to create a Zap and set up the trigger.
- Create a new Zap, and set up the Trigger to suit your business needs.
- For the Action, you'll want to choose 'Webhooks by Zapier' (this is a Premium Zapier app).
- In Event, choose PUT.
- In the next section, called Action, fill in the details as follows:
- URL: Copy/paste the Webhook URL you obtained when generating your Incoming Webhook in CustomerGauge.
- Payload Type: Keep this as "form".
- Data: Fill in each of the fields from your Inbound Mapping in CustomerGauge that you wish to provide as part of your survey record. The left input box should contain your field name, and the right field the value.Example of how to fill in the Data section in Zapier.
- Wrap Request in Array: Change this to 'No'.
- File: Ignore this option.
- Unflatten: Change this to 'No', unless your Trigger provides data in a format that requires this to happen.
- Basic Auth: Fill in the Webhook Username and Password that you obtained when creating the Incoming Webhook in CustomerGauge. The username and password need to be separated by a pipe symbol, so it would look like "username|password".
- Headers: Ignore this option.
- Now you're all set up, and you can test and enable your Zap!