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Email Notifications using Webhooks and Zapier

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.

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2. Create a new Webhook in your Persona Dashboard for the Webhook URL from Zapier.

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3. Create an Inquiry from the Persona Dashboard to trigger an event.

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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.

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4. Add a second step to your Zap to configure the email.

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Customize your email message using Inquiry-specific data.

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Click Test & Review in Zapier and turn on the Zap (top-right corner). You should now receive an email  whenever an Inquiry is completed!

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