Autonami can receive webhooks from Ontraport.
These are the packets of information that your CRM can share with Autonami when creating automations.
In this documentation, we'll be looking at how to set up webhooks and what all actions we get by connecting Ontraport with Autonami.
Learn how to connect Ontraport with Autonami here
Setting up webhooks in Autonami
Here’s how you can set up webhooks in Autonami.
Step 1: Create a new automation
Under Automations, click on Add New.
Step 2: Select the trigger
Select the event Webhook received under Ontraport.
Copy this URL.
Step 3: Set an action
Set the “Send Email” action and enter the Ontraport contact email with the merge tag and write your email body.
Once done, click near the workflow to automatically save the changes.
Step 4: Go to your Ontraport account
Login to your Ontraport account and click on Campaigns.
Then, click on New Rule.
Step 5: Paste the URL within your Ontraport account
Click on Add Trigger > Contact is created.
Then, set the action as “Send to a webhook”. Now, paste the URL here which you copied.
Once done, click on Save. This will start sending webhooks to Autonami whenever a new contact gets added to your Ontraport account.
Actions
As you have connected Ontraport to Autonami, you’ll see the following actions you can perform:
- Create contact
- Add tags
- Remove tags from a contact
- Add contact to a campaign
- Update contact fields
- Add order
Let’s create an automation that will create a contact when your customer places an order.
Step 1: Create a new automation
Go to Automations and then click on Add New.
Step 2: Select a trigger
Here, we will create the trigger called WooCommerce order created.
Step 3: Set an action
Here, add the action as “Create contact” under Ontraport.
Step 4: Set the merge tags to be added
Now, add the merge tag of your customer’s email. This will create your contact using their email address.
Now, when your customer places an order, it will create contact into your Ontraport account. You can go to your Ontraport account and check the details of the contact created.
This is how you can create automation in Autonami using the actions within your Ontraport account.