Integrately

Sending records from WordPress to Integrately to trigger automations requires a few simple steps to get started. We need to create an automation in Integrately first, then set up an Automator recipe, perform a test, then take everything live.

Create an Automation

To begin, make sure you have an Integrately account. Then you’ll want to start by setting up a new automation with the Integrately wizard.

1. Create a new automation by searching for and selecting Uncanny Automator from within your Integrately account.
2. After selecting Uncanny Automator, choose an app to connect to, followed by the Activate button next to the automation type you want to set up.
3. Integrately will now show a URL for use in your Automator recipe. Copy that URL and keep it in your clipboard. Keep the Integrately window open and switch back to WordPress in another tab or window.

Create an Automator Recipe

Create your Automator recipe next:

1. Create your new Automator recipe and add Integrately as an action. Choose Send data to Integrately webhook.
2. Click the webhook box in the action to set the webhook parameters.
3. In the URL field, paste the URL you copied over from Integrately. This goes in the top field in the screenshot below.
   
4. If you know what Request method Integrately requires, select it from the dropdown. Otherwise, leave this as default (POST).
5. If you know what Headers Integrately requires, add them as Key and Value pairs. Otherwise, leave this as default.
6. If you want to pass data from WordPress to Integrately, enter match Key and Value fields in the Body section. Think of a Key as a label for the value.
   1. Enter a text label in the Key field first.
   2. For Values, you will probably want to pass in dynamic data related to the user and WordPress environment. To choose variables, click the * symbol to the right of the value. You’ll see drop-down lists for common tokens as well as tokens related to the triggers in the recipe. An example of a common token is the user’s name, as it can be used in any recipe; a recipe token might be the name of a course associated with a course completion trigger. Choose a token to include by clicking it. You’ll see something like “{{user_firstname}}”. Make sure that you do not make any changes to the token format.
7. If you want to preview your outgoing data, click Check data format.
8. If you want to send a test webhook to Integrately, click Send test.
9. Save the action. Now switch the action from Draft to Live. Don’t forget to set your triggers and the recipe to live as well.

Set up the webhook in Integrately

Finish setting up the webhook in Integrately:

1. Switch back to Integrately and click the I have set this URL in Uncanny Automator button.
2. In the Automator recipe, click the Send test button to pass webhook data to Integrately.
3. Assuming it works, Integrately will confirm receipt of sample data and you can finish setting up the rest of the automation on the Integrately side.

And that’s it! You now have a recipe that triggers an action in Integrately.