Zapier

Swallow with Zapier to create automated alerts on quote creation.

Quote Alerting Example (with Zapier)

In this example, we are going to build an alert anytime a new quote is created. To create this workflow, we are using:

1. Swallow's webhook when a new quote is emitted;

2. Zapier as an automation tool, to catch, transform and send the data; and

3. Slack as the "receiver" to alert your team anytime a new quote is created.

1. Catch a webhook when a new quote is emitted

Swallow automatically creates a quote when a billable period is over. The quote's payload gives you a detailed view of what has been quoted. The first action we need to perform is to catch this quote with a webhook:

1. In Zapier, create a new Zap;

2. Use the Webhooks by Zapier as the trigger of this Zap;

3. Select the Catch Raw Hook event trigger;

4. Copy the Zapier Webhook URL and paste it in Swallow (navigate to Settings then Webhooks > Add a webhook)

5. Catch your first webhook when a quote is emitted (whenever you assign an add-on or a subscription).

2. Run a script to transform the webhook

In Zapier, create a second action by clicking the + icon. This new event action is used to format the webhook with a breakdown of fields that can be used in a message.

1. Select Code by Zapier as a new Event Action;

2. Click on Javascript as the event code language to run;

3. Create a field called payload. The value of this field is the full Raw body of your quote object received);

4. Run the script (code snippet below) in the Code section;

5. Test the action. If valid, it returns a breakdown of fields.

var obj = JSON.parse(inputData.payload);

if(obj.object_type == "quote"){
  return obj
}

3. Send a message to a Slack Channel

Once you catch the breakdown of fields returned by the quote payload, you can easily use them to create a Slack text message.

In Zapier, create a third action by clicking the + icon. This new event action is used to send a message to Slack by using the fields of the quote payload.

1. Select Slack as a new app action;

2. Select the Send Channel Message action;

3. Choose the targeted Slack Account;

4. Choose the targeted Slack Channel; and

5. Create a message by using the fields returned by the payload.

By testing and validating the entire Zap, a Slack message is sent anytime a new quote is emitted by Swallow. You can use the same message example as detailed below: