Trigger a Make scenario from Zapier
If you are planning to use the Glide Make application but your event is initiated over in Zapier (e.g. detecting that an Ignition proposal has been accepted), then you can trigger a Make scenario from Zapier by following these steps:
Step 1: New Make scenario
Create a new Make scenario and choose the Webhooks module for your first module. This module is pictured below and within the module you would choose the Custom webhook option.
This will be a new Webhook, so click the grey Add button and wait for a URL to be generated.
Once that has been generated, click the Copy address to clipboard button to copy the URL. This is pictured below.
Step 2: New Zap
Over in Zapier, set up a new Zap that is triggered by an event in a Zapier app. A typical example an Accountant may encounter would be a proposal being accepted in Ignition. Ignition has a Zapier app but not a Make app, hence the need to work across the two platforms if you wish to use Glide's Make app.
The second step in the Zap should use the Formatter by Zapier and the final step would use the Webhooks by Zapier, an example Zap is displayed below:
Step 2a: Formatter by Zapier
In this step, we shall decide what information we want from Ignition, get it into the correct format and encode it ready to be sent to Make.
Inside the Formatter by Zapier step, choose the Text option as pictured below.
At the Configure view, choose the URL Encode option and in the input create your data strucutre, a simple example is shown below:
IMPORTANT: Be certain to format the data correctly, noting the following in the example:
1) The entire input in enclosed in curly brackets, these { }.
2) Be sure to have double quotes around both your key and value, these " ".
3) There is a colon between each key and value pair, not inside the quotes, that one of these :
4) There is a comma after each key : value pair.
Step 2b: Webhooks by Zapier
In the Setup view, choose a Custom Request as pictured below.
In the Configure view, enter the settings as per the image below:
| Method | POST |
| URL | Paste in the URL from the Make webhook. We created this in step 1 (above). |
| Data | This is mapped from the Formatter by Zapier step, no further changes are needed. |
| Headers | Add a header where the key is Content-Type and the value is application/x-www-form-urlencoded |
Step 3: Run a test
Your proposal accepted trigger should have pulled an example proposal from Ignition.
You shoulso also be able to test the Formatter and Webhook steps in Zapier.
Before testing the Webhook step, click the Run Once button in Make, this is in the bottom left corner of the screen and is shown in the image below. This asks the Make URL to listen for an incoming request.
This should send your data to Make.
Step 4: Decode the data
Once you have your example data in Make, add another module, this time the JSON module and specifically the Parse JSON option, pictured below.
In the JSON string field, simply map your incoming data from the webhook as pictured below. In my example, I did not bother to create a data structure, this was correctly detected automatically.
If you test the JSON module with the Run this module once option, then you should see that the Make scenario now has access to all of the data you chose to send over from your Ignition proposal, as pictured below. This can then be used as desired inside the Scenario, for example using the Glide Make app to create a new client in Glide.
