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Zapier custom module

A custom module for the Xperience Zapier integration to be installed on the Xperience CMS project. This module enables adminstrators to create triggers in Xperience that will fire Zaps when global events occur. Webhooks are automatically registered in the Xperience UI when using the native Zapier integration.

There is also a custom workflow action and custom marketing automation action for triggering Zaps.

Installing

  1. Install the Xperience.Zapier.Common and Xperience.Zapier NuGet packages in the CMS project
  2. Build the CMS project
  3. If you would like to trigger Zaps using a marketing automation step or workflow step, import the /App_Data/CMSModules/Xperience.Zapier/Xperience.Zapier.zip package from the Sites application: Importing a site or objects
  4. If you want to trigger Zaps when custom code runs on the front-end .NET Core or MVC application (as opposed to only operations in the Xperience UI), install the Xperience.Zapier.Common NuGet package in the front-end application

Using the module

After installing the NuGet packages in the Xperience application, you can find a new Zapier module under the Configuration menu. This will list the created webhooks and allow you to fine-tune or disable them if necessary. You do not need to create webhooks in Xperience unless you are setting them up manually- Zapier will create them automatically!

Manual hook

Webhooks are created automatically when using the Catch Xperience Webhook in Zapier, as described here. You can also create webhooks directly in the Xperience UI to trigger any generic Zap when events occur in Xperience:

  1. Create a new Zap on http://zapier.com using the Webhooks by Zapier app and the Catch hook action
  2. Copy the Custom Webhook URL in the trigger
  3. In the Xperience Zapier module, create a new webhook
  4. Choose an object type from the drop-down list and an event. When the selected event occurs for objects of that type, the Zap will be triggered
  5. Paste the Zapier URL in the Zapier Url field

Manual hook

Compatibility

The code and import files provided by package this were built against the Xperience 13.0.0 libraries, but should work for any higher hotfix version as well.

Feedback & Contributing

Check out the contributing page to see the best places to file issues, start discussions, and begin contributing.

License

The repository is available as open source under the terms of the MIT License.

About

An Xperience 13 custom module which allows developers to create and manage Zapier webhooks directly in the Xperience UI.

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