Using Webhooks + Zapier to create an Email Integration
In the Persona dashboard, you can use a Webhook to have an email sent to you about events that are triggered during your user's inquiry flow. Follow these steps:
1. Create or sign into your account in Zapier. Create a new Zap. Configure the first step to respond to the Webhook.
2. Create a new Webhook in your Persona Dashboard for the Webhook URL from Zapier.
3. Create an Inquiry from the Persona Dashboard to trigger an event.
In Zapier, click Test & Review to confirm that the hook was caught. This will be helpful later when writing your email template so that Zapier knows what data is being sent.
4. Add a second step to your Zap to configure the email.
Customize your email message using Inquiry-specific data.
Click Test & Review in Zapier and turn on the Zap (top-right corner). You should now receive an email whenever an Inquiry is completed!