Add in the information you want sent in the Payload fields.Paste URL from step 1.3 into the URL field.Go to the action plan you wish to add the step in.Build a Webhook action plan step in ClientTether.Copy URL Address from Custom Webhook URL.Select Webhooks for Zapier as the App Event for the Trigger.Create new zap (Each Zap will have its own URL).If it has, then your parser is set up and ready to go.If it has not, then click “Report inaccurate” and re-highlight the correct portions.Make sure that it has extracted the information correctly. Check your Zapier Parser Mailbox by clicking on “View Emails” just right of the correct mailbox.Go back to ClientTether, and send a second email.Highlight where the information is with the mouse and name them accordingly.The Template will auto fill the email you just sent.Select settings Icon on far right of the row of the Mailbox you wish to add a template for.Go back to your Zapier Parser Mailbox list.You’ll want to use each corresponding Token following each header, which will be automatically populated by ClientTether when sent. We recommend using easy headers, such as “First Name:”, “Phone:”, etc. Create a format for information to be sent.In the Action Plan that you will use to send information, create a step that sends an email (with the “Client excluded” option checked) to the Zapier Mailbox.In your ClientTether account go to Action Plans menu.You will need to reach out to your headquarters to get access to the enterprise access token in their account.Ĭlick here to see the slide deck used in the video presentation.Ĭlick here for a video to see where you edit the X-Access Token and Web Key in Zapier. You will have to copy the web key and X Access Token from ClientTether and Paste it into the fields in Zapier to replace the dummy keys.Ī note, if your ClientTether account is a sub-account, meaning you are part of a larger organization, a franchise system, or a dealer network using ClientTether, you will not see an access token. If you are a Enterprise account the X Access Token will also be there. Your Web Key is listed in the Settings menu’s API Tab in ClientTether. You have to replace them with the correct Web Key and Access Token for your ClientTether Account. The Web Key and X Access token in Zapier for ClientTether are dummy tokens. Please follow the directions provided in this email to the letter. Their emails are and will coordinate for you to get an email with an invitation for you to be able to add ClientTether to your Zapier Applications. Currently, to add ClientTether to your Zapier Applications you will need to reach out to one of our Client Success Managers, Kurt Brown or Shae Colton and request access.
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