Triggering Zapier

Learn how to configure Zapier to receive and handle Webhook Tasks events from Blissfully.

This guide will show you how to configure Blissfully's workflows to trigger Zapier zaps. In this example, we'll show you how to post a new message to Slack every time you onboard someone new to your team!

We'll start by setting up Zapier, and then include your new zap in a workflow plan.

This guide requires a premium Zapier account

Configuring Zapier

When this happens... Choose App & Event

First, search the Webhooks by Zapier app.

In the Choose Trigger Event field, choose Catch Hook. This configures the Zap to respond to incoming POST messages at a new URL.

Looks good? Click Continue.

Customize Hook

Zapier will now show you your secret webhook URL. Put it somewhere safe, we'll be reusing it later.

Next, we'll be extracting output from Blissfully, and narrowing into the piece we care about. In this example, we're interested in announcing a new hire in Slack, so we'll want to cherry-pick the part of the message Blissfully sends to Zapier concerning the "onboardee". You can find the message schema for Webhook tasks here.

In this case, simply paste the following value into Pick off a Child Key field: task.workflow.details.subject.onboardee

This will make sure the remaining steps in our zap see the following structure:

{
"id": "efgh-5678",
"primaryEmail": "sbliss@blissfully.com",
"fullName": "Saasha Bliss"
}

Looks good? Click Continue.

Zapier provides us the opportunity to send sample data, which makes authoring and testing our zap much easier.

There are great API clients such as Postman, or Paws that make it easy to send sample data to Zapier's Catch Hook for testing.

Using your favorite HTTP client, send this sample JSON body payload the URL you copied earlier:

{
"version": "v1",
"entity": "task",
"action": "execute",
"task": {
"id": "abcd-1234",
"dependencies": [],
"workflow": {
"type": "Onboarding",
"title": "Onboarding Saasha Bliss",
"id": "xyz-098",
"details": {
"subject": {
"onboardee": {
"id": "efgh-5678",
"primaryEmail": "sbliss@blissfully.com",
"fullName": "Saasha Bliss"
}
}
}
}
}
}

After a few moments, Zapier should display a new row called Hook A like so:

You can optionally inspect Zapier's representation of the data

If Zapier didn't find anything, or you just want to spur it along, click Get Samples.

If you've got a hook sample, or decided to skip this step, click Done Editing to continue.

Unfortunately, Zapier doesn't provide testing capabilities for inbound Webhooks, so just click Done Editing

Do this... Posting to Slack

In the Choose App & Event field, search for Slack. In the Choose Action Event field, choose Send Channel Message, and then click Continue.

You'll now be asked to Choose (an) Account. If this is the first time you are integrating Slack with Zapier, you'll be asked to complete a short authorization flow. When you've authorized your account, click Continue to proceed.

Lastly, we'll be customizing the Customize Channel Message. Only two fields are required, so first, choose the Channel you'd like to send the new-hire announcement (we use #general to celebrate new hires!)

Configure the message text. To start, feel free to paste this sample message:

Please welcome {{fullName}} to our team! :tada:
I'm sure they'd appreciate a personal welcome in
their brand new email: {{primaryEmail}} :email:

Alternatively, if you completed the optional Find Data step, you can use the "use variable" button (upper right of text area) to pick & choose the properties you'd like to reference in your event/message.

Publishing the Zap

You can now click Done Editing and toggle your zap on using the toggle at the bottom of your screen! At this point, you can send as many test messages to the Catch Hook URL as you like to test and tune your zap.

Calling our Zap from Blissfully

There are two remaining steps. First, add your Zapier Catch Hook as a new Webhook Integration in Blissfully.

Next, include a new Webhook Task inside the appropriate onboarding-plan (in our case, the "All Employees" team)

And that's its! You've set up your first Blissfully to Zapier integration via a Webhook Task.

Advanced Tips & Tricks

Transformation & Filtering

Zapier provides helper functions that can transform or filter incoming events before passing along their data to next steps.

Testing and Debugging

Using API clients such as Postman or Paws can significantly speed up authoring quality zaps.