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Using Zapier to Integrate with your Form Vendor

Overview

To take full advantage of your unified audience database at Omeda, it is necessary to pull as many of your audience touch points into the database as possible. Using Omeda’s webforms or form listener can be a great start as you acquire your audience’s data, but often, companies use other third party form vendors like Jotform, Leadpages, or Gravity Forms that make importing data into Omeda a manual or development-heavy process.

Zapier is a tool that lets you connect various web applications, in this case third party webforms, and allows you to automate actions without a developer. If using either an Omeda webform or our form listener is not a viable option, using Zapier may be an alternative way to pull all of your data into your Omeda database.

The below instructions describe how a simple, third-party form can use Zapier to post transactions to your database. Before you start you will need some information from Omeda to access our API. Please reach out to clientsuccess@omeda.com and they will provide you with the following:

  1. Your company’s brand abbreviation
  2. The product ID/s your form should use
  3. The API key and input id

Instructions

1. Ensure that your form vendor has an existing integration with Zapier.

Please refer to Zapier’s website, here, for the available applications.

For my example, I am using the below Leadpages form.

2. Log In to your Zapier account or create a new one.

3. Click Make a Zap!

4. Choose your Trigger App.

Search for your form vendor in the search bar.

 

5. Select the Trigger.

This will be New Form Submission. Save + Continue.

6. Connect to your App account.

Save + Continue.

7. Select the form you’d like to connect.

Zapier will identify the form fields you have on your form. Continue.

8. Pick a sample so Zapier can pull in test data. Continue.

9. Click Add a Step to add in your action. Select Action/Search and choose Webhooks from the Built-In Apps. This will allow you to send data to Omeda via our Save Customer and Order API.

10. Select Custom Request.

11. Select Post from the Method drop down to send data from your form vendor to our database via the API.

12. In the URL field, you will use the url of our Save Customer and Order API.

For Production, use: https://ows.omeda.com/webservices/rest/brand/{brandAbbreviation}/storecustomerandorder/*

For Testing, use: https://ows.omedastaging.com/webservices/rest/brand/{brandAbbreviation}/storecustomerandorder/*

Make sure to add the brand abbreviation we provided.

13. Select “no” from the Data Pass-Through dropdown.

14. In the data field, you will need to add the JSON you will be sending via the API.

For some of the fields you may use the data from your form and for some you will hard code into your JSON. My form collects the following fields:

  1. E-mail
  2. First Name
  3. Last Name
  4. Street Address
  5. City
  6. State
  7. Postal Code

For a standard form where you might pass a product subscription, email information, and address information you can use the following JSON as a base.

{

"FirstName":"",

"LastName":"",

"PromoCode":"",

"Addresses":[

     {

        "RegionCode":"",

        "AddressProducts":"",

        "Street":"",

        "PostalCode":"",

        "City":"",

        "CountryCode":""

     }

],

"Products":[

      {

         "OmedaProductId":

      }

   ],

"Emails": [{

   "EmailProducts": "",

   "EmailAddress": ""

  }]

}

You should hard code some of these fields in advance like the PromoCode and the various product fields. Use the product ID provided by Omeda in all three product fields listed (this will associate your email address and address information with the product).

For my example, I can also set the CountryCode, because I know that all my users will be domestic.

{

"FirstName":"",

"LastName":"",

"PromoCode":"TEST",

"Addresses":[

     {

        "RegionCode":"",

        "AddressProducts":"34",

        "Street":"",

        "PostalCode":"",

        "City":"",

        "CountryCode":"USA"

     }

],

"Products":[

      {

         "OmedaProductId":34

      }

   ],

"Emails": [{

   "EmailProducts": "34",

   "EmailAddress": ""

  }]

}

See the related Knowledge Base API Documentation for more examples on how to format your JSON or reach out to clientsuccess@omeda.com for assistance here.

 

15. Set where the form’s fields should map.

I’ll copy the above JSON into Zapier, and for the FirstName field, I’ll click within the quotation marks, then select “Insert a Field” in the top right of the box.

When I click, all my form fields with my test data will be listed at the bottom of the box.

For each of my form fields, I’ll select the form field until all fields have been populated.

16. Select “no” from the Unflatten dropdown.

17. Nothing is required in the Basic Auth field.

18. In the Headers section you must add the “x-omeda-inputid” and the “x-omeda-appid”.

These will have been provided by Omeda.

19. Click “Test this Step”.

Zapier will inform you if your transaction is successful. If so, reach out to your Omeda contact to see if they have received your test transaction. If all is well, change your URL from step 12 to the production URL.

21. Name your zap, and turn it on.

 

Last Updated On November 21, 2018
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