Automating HTTP Targets
Want to automate sending custom data based on specific conditions? Use Automation Rules to trigger HTTP Targets.
Let’s say you want to send some conversation data after the ticket is closed to your CRM, but only if the user is from New York. You can easily set this up using automation rules.
1. Create an HTTP Target
- Follow our guide on setting up HTTP Targets.
2. Create an Automation Rule
- Go to Settings > Automation > Automation Rules > New Rule.
3. Define the Rule
- When: Choose the trigger event (e.g., A conversation is closed).
- If: Set the condition (e.g., city matches New York).
- Actions: Select the Notify HTTP Targets to trigger.
Understand the Rule Components:
- When - Determines when the rule should run.
- If - Specifies the condition that must be met for the rule to execute.
- Actions - Defines what happens when both the trigger and condition are met.
4. Test
- Verify the rule works as expected. This automation will now run whenever a conversation with a user from New York is closed, automatically sending the data to your CRM.
By automating HTTP Targets you can make things faster and easier. Less errors, faster responses, better data, happier customers.