You can seamlessly transfer ticket data from Richpanel to third-party apps (like Klaviyo, Outreach, etc) via Zapier.

Step 1: Create a Zap in Zapier

1. Log in to Zapier:
• Go to Zapier and log in or sign up for an account.
2. Create a New Zap:
• Click on "Create Zap" to start the process.

3. Set Up the Trigger:
• Choose App: Select "Webhooks by Zapier" as the trigger app.
• Trigger Event: Choose "Catch Hook" as the trigger event.
• Customize the Webhook: (Optional) Customize the webhook URL if needed, otherwise proceed with the default.
• Copy the Webhook URL: Copy the provided webhook URL. You’ll use this URL to send data from Richpanel to Zapier.

Step 2: Set Up HTTP Target in Richpanel

1. Log in to Richpanel:
• Navigate to your Richpanel account.
2. Create a New HTTP Target:
• Go to the settings or integration section where you can add an HTTP target.
• URL: Paste the Webhook URL you copied from Zapier into the URL field.
• Method: Select POST as the HTTP method.
• Headers: (Optional) Set Content-Type to application/json.
• Body: Insert the JSON template. Example:
Copy

[
	{
	  "email": "{{ticket.customer.email}}",
	  "first_name": "{{ticket.customer.firstName}}",
	  "last_name": "{{ticket.customer.lastName}}"
	}
]

• Save the Target: Save the configuration to start sending data to Zapier.

Step 3: Configure the Action in Zapier (Using Klaviyo as an Example)

1. Add an Action Step:
• After the trigger is set up, click on "Add Action".

2. Choose Klaviyo as the Action App:
• Search for and select "Klaviyo" as the action app.
• Action Event: Select an event such as "Add Subscriber to List" or "Track Event", depending on your needs.

3. Map the Data Fields:
• Email Field: Map {{ticket.customer.email}} to the Email field in Klaviyo.
• First Name and Last Name: Map {{ticket.customer.firstName}} and {{ticket.customer.lastName}} to their respective fields.
• Custom Properties: Map any additional data you want to track in Klaviyo as custom properties.

Step 4: Test and Activate Your Zap

1. Test the Zap:
• Zapier will allow you to test the action by sending a sample ticket from Richpanel through the Zap to Klaviyo. Ensure that the data is correctly received and processed.

2. Activate the Zap:
• Once the test is successful, turn on the Zap to start automating the process.

On this page

• Send Ticket Data (via Zapier)
• Step 1: Create a Zap in Zapier
• Step 2: Set Up HTTP Target in Richpanel
• Step 3: Configure the Action in Zapier (Using Klaviyo as an Example)
• Step 4: Test and Activate Your Zap