For example, when someone assigns you a Unit21 alert or case to work on, you can use Zapier to automatically generate an Asana task for the day.
Another example could be using Zapier to automatically generate a report in Google Sheets when a case is closed.
There are thousands of possibilities to automate your workflow. Let's start with an example.
Unit21 has no relationship with any of the tools mentioned in this example.
Please note that Zapier webhooks require a Zapier paid upgrade. There is a free 14 day trial at the time of this writing.
In this example, an email will be sent to the compliance team manager when an alert has over 1000 hits to ask him/her to review the rule that generated the alert.
First, create a Zapier account by going to: https://zapier.com/ and Getting started for free.
To connect Zapier to Unit21, you'll make a new Zap—Zapier's automated app workflows—and choose Webhooks by Zapier as the trigger app.
Select Catch Hook, which can receive a GET, POST, or PUT request from another app. Zapier will give you a unique webhooks URL—copy that, so you can use it in the next steps for Unit12's webhooks URL setting.
GET requests ask the server for data. POST requests send data to a computer. PUSH requests ask the server for specific data, typically to update it.
Click Test Trigger:
Ok, Zapier is now waiting for webhook messages from Unit21. And now that we have the URL from Zapier, let's head back to the Unit21 Dashboard.
Head over to Workflows > Webhooks in the Dashboard:
Select + Create webhook and enter the Zapier URL and the Alert generation limit reached action:
Select add endpoint:
Click the Send Test button to test the webhook:
Go back to the Zapier window, you'll see data from the webhook listed in Zapier. Make sure you click Test trigger again if it doesn't appear:
The test worked!
The test webhook doesn't have any data in it so nothing will appear in the querystring. Typically other Unit21 webhook messages have a lot of data in them which Zapier will show you.
Now that you have data from Unit21, click Continue.
Select the action app—the app you want to send data to. You'll see form fields to add data to that app.
In this case, we select Gmail:
Follow the prompt in Zapier to connect your Gmail account.
Then select the Send email action:
Select the Gmail account that you previously synced from the dropdown:
Now we setup Zapier to email Laura, the manager, when an Alert has hit a limit to double check the rule and make sure it doesn't need to be adjusted:
Review the actions that Zapier will take when it receives the Unit21 webhook once last time:
Test your Zap by clicking Test Action:
The test email is received:
Your Zap is now ready to use. Click Publish Zap:
Now the next time your Unit21 sends an Alert Limit message, Zapier will automatically email the manager.
A few days later:
Updated 10 months ago