In this document:
- Setting Up A Webhook Trigger in Integromat
- Creating a New Webhook in SSA
- Finish Setting Up Webhook Trigger in Integromat
- Setting Up Action in Integromat
Simply Schedule Appointments and Webhooks work together to trigger an action in Integromat. Integromat can then integrate with a variety of other apps such as ActiveCampaign, Salesforce, Zendesk, Evernote, and 1000+ others.
Example Use Cases
- Send a Slack notification to your employees anytime someone books an appointment.
- Add a contact to an ActiveCampaign from booked appoointments
- Analyze appointment booked data by integrating with Google Sheets.
Setting Up A Webhook Trigger in Integromat
Start by creating an account on Integromat.
Create a New Scenario
Once logged in, choose the Create a new Scenario option in your Integromat Dashboard. You’ll be redirected to the Scenario Editor screen. You’ll need to select the Webhook app as the trigger, this is what we’ll use to integrate with Integromat on our end.
A Scenario is basically an automated task that you want to be run over and over again between two online apps.
Trigger Option for Webhooks
Make sure to choose Custom webhook, this will allow us to automatically receive the Appointment information and organizes the fields we pass to it.
Create an instant trigger module
In the next screen, you’ll need to click on Add. This will open another small window where you can enter a name for the instant trigger module. Click Save.
Going back to the previous screen, you should now see a Custom Webhook URL. Make sure to copy it so that we can paste this back into SSA in the following steps.
Don’t close this window yet! We’re going to come back to this.
Creating a New Webhook in SSA
Go to SSA Settings > Webhooks. Click the toggle to enable this feature, and then click Edit. On the Webhooks screen, click to Add a New Webhook.
Configure your Webhook in SSA
The SSA webhooks will automatically notify and send Integromat Appointment information depending on the trigger you choose.
- Name: An optional name for you to help keep track of your webhooks.
- Token: A unique token you can use to verify the request. To refresh the token, click the refresh arrow on the right-hand side of the token field.
- Trigger: Select which actions should trigger this webhook
- URLs: The URLs where the webhooks will be sent
- Appointment types: Select all appointment types, or select certain appointment types that will trigger the webhook
Pasting the Integromat Custom Webhook URL into a New SSA Webhook
Under the URLs field, paste the Custom Webhook URL you copied from Integromat earlier.
Finish Setting Up Webhook Trigger in Integromat
Go back to your SSA page and depending on what Trigger you chose for your Webhook, you’ll need to set off that trigger.
For example, if you chose Appointment Booked, go to your Booking Calendar and book a test/fake appointment.
Once you’ve set off the webhook, you’ll want to go back to the Scenario editor and make sure that the test appointment went through. When it says Successfully determined, click OK.
Setting Up Action in Integromat
Lastly, you’ll want to customize the new action in Integromat, in this example I’ll be creating a new Trello card whenever someone books an appointment.
Notice that the fields are filled in by Webhooks data that uses SSA Appointment Information. You’re able to customize your actions using any of the data that gets pulled in from the payload delivered by the webhook.
Fields like the Name, Start Time, Timezone, Email, Custom Fields, etc… can go here.
Make sure to format your data the way you’d like to see it on your other application. For example, use new lines, dashes, commas, colons, etc…
When you’re done, click on Run Once to test out your new integration.
Double-Check Last Details
In your Integromat Dashboard, go to the Scenario page and make sure your new Scenario is ON.
And, that’s it! Now you’re ready to connect your Appointments to any other application supported by Webhooks 🥳
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