How to Connect Webhooks with ProveSource
The integration will allow you to get data from Webhooks and transfer them to ProveSource for sending data. This way you can automate the process of processing data from the Webhooks using ProveSource as efficiently as possible.
Let's go through the entire Webhooks with ProveSource setup steps together!
Navigation:
1. What will integration Webhooks with ProveSource do?
2. How to connect Webhooks account?
3. How to connect ProveSource account?
4. How to setup data transfer from Webhooks to ProveSource?
5. An example of the data that will be sent to your ProveSource.
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 ProveSource.
The next step is to select Webhooks account from which SaveMyLeads get data.
If there are no accounts 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 for further work.
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, which 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 ProveSource account to which data will be sent.
If there are no accounts connected to the system, click "Connect account".
Enter your ProveSource URL for sending data from your account.
Go to your ProveSource account, go to the "Notifications" tab and click "New Notification".
Next, select "Stream" and next - "Webhook".
In the "Your Webhook URL" field, there is a Webhook link. You need to copy the URL and paste it into the appropriate field in the SaveMyLeads system.
After that, we return to the ProveSource personal account. Click on the "Next".
In the "Select URL match type" field, enter "savemyleads.com".
Next, you need to fill in the "Message Text" field, in this field you need to write the text of the message.
Choose the style and setup you want.
Enter the name of this notification in the "Notification Name" field and click "Launch".
Go to the "Notifications" tab, find the notification we just created and check that it is enabled.
When the connected account is displayed in the "active accounts" list, select it for further work.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to assign variables to the required fields to send data to ProveSource.
Select the required Webhooks data, click on the parameter and it will be assigned to the selected ProveSource field.
Also in the Sender field, you need to specify a registered sender in the ProveSource system, which is assigned to your account.
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.
Please note that you can use not only Webhooks variables, but also manually entered data. Also, all these data can be combined with each other.
Now you can see Test data.
Click "Send test data to ProveSource" and check your ProveSource.
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 ProveSource, 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 and ProveSource! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!