Primero-Zapier Integration Project
Ralph PaulAugust 05, 2021
Tasks
- When a new case is created in Primero, an email is sent to the record owner's address
- When a new service is added to a case, a text is sent to the record owner of the case
- When a new incident is created in Primero, a text is sent to the record owner of the case
Tasks
- When a new case is created in Primero, an email is sent to the record owner's address
- When a new service is added to a case, a text is sent to the record owner of the case
- When a new incident is created in Primero, a text is sent to the record owner of the case
How this is possible:
- Webhook makes a call to an endpoint
- Zapier takes the data that is received from the endpoint and uses it to integrate the data into other applications
Gmail Integration Flow:
- Once a new case is created it triggers a webhook that is sent to Primero
- Information on case owner is retrieved
- We use information from the case owner and webhook to write the message
Gmail New Record Integration:
Primero-Zapier Integration Project
Integrating Primero case management application with Zapier and Twilio to add the functionality of text messaging for case managers so that they are aware when their cases have been updated.
