How to Connect Webhooks with PeopleForce Add Candidate
The integration will allow you to get data from Webhooks and transfer them to PeopleForce for add candidates. This way you can automate the process of processing data from the Webhooks using PeopleForce as efficiently as possible.
Let's go through the entire Webhooks with PeopleForce Add Candidate setup steps together!
Navigation:
1. What will integration Webhooks with PeopleForce do?
2. How to connect your Webhooks account?
3. How to connect your PeopleForce account to?
4. How to set up data transfer to PeopleForce in the selected action?
5. An example of the data that will be sent to your PeopleForce.
6. Auto-update.
To start setup new connection, click "Create connection".
Select a system as the Data Source. In this case, you must specify Webhooks.
Next, you need to specify the system to which the data from the Webhooks will be transferred. In this case, you must specify PeopleForce Add Candidate.
The next step is to select the Webhooks account from which SaveMyLeads will get the data.
If there are no account connected to the system, click "Connect account".
If desired, you can change its name or simply click "Continue".
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.
For the example work in this help, we will copy this link and go to the Kajabi account, setup an publication for transferring data via Webhooks.
You can do the same on any other system that supports Webhooks.
Go to the "Sales" - "Offers" tab, then select the publication from which you want to Data Destination.
Click on three dots and select "Webhooks".
In the "Purchase Webhook URL" field, paste the link you copied earlier from the SaveMyLeads system. After that, click "Send Test" to create a test event in the Kajabi system.
If you don't see the "Send test" button, click "Save" and go to the "Webhooks" section again.
The next step is to select the PeopleForce account to which the data will be sent.
If there are no accounts connected to the SaveMyLeads system, click "Connect account".
In the window that opens, you need to fill in the "API key" field, which is located in your account.
In order to obtain this data, log into your PeopleForce personal account in Settings, in the Security section, click API Keys.
If you do not have a generated API Key, click Generate.
In the Name field, give your connection a name and click Save to create it.
Next, copy your API Key and paste it into the appropriate field in your ApiX-Drive account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to assign variables from the Data Source to the PeopleForce fields you need.
Select the required Webhooks data, click on the parameter and it will be assigned to the selected PeopleForce field.
In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.
Click "Continue" when you're done with assigning fields.
Now see the test data that will be send to PeopleForce.
Click "Send test data to PeopleForce" and go to the PeopleForce cabinet to test the connection.
If something does not suit you - click "Back" and go back one step.
In order for data from Webhooks to be transferred multi-venously to PeopleForce, click "Finish setup".
On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.
When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.
This completes the integration setup between Webhooks with PeopleForce Add Candidates! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!