Part 1: Create Your Zap
Log in to your Zapier account, then click Create a new Zap to start setting up a new automation.
Click on Trigger and choose the trigger app by searching for Webhooks by Zapier, then select it as your trigger application.
Select a trigger event by choosing Catch Hook. This will generate a unique webhook URL that FieldRoutes will use to send data to Zapier.
Click Continue
Zapier will generate a custom webhook URL. Copy this URL, as you’ll need to paste it into FieldRoutes in the next step.
Keep the Zapier setup open so it can wait for a test submission, then go to FieldRoutes and send a test payload to trigger the webhook.
Part 2: Configure a Trigger Rule in FieldRoutes
Log in to FieldRoutes
Sign in to your FieldRoutes account.
Navigate to Trigger Rules
Go to Settings and locate the Trigger Rules section.
Create a New Rule
Click the option to create a new trigger rule.
Define the Trigger Condition
Select the type of trigger rule (for example, Customer Status).
Set the condition that will cause the trigger to fire, such as when a technician taps “Trigger on Save.”
Set the Action to Webhook
Choose the action that sends a webhook or external notification.
Paste the webhook URL you copied from Zapier into the endpoint URL field.
Under Request Header, paste the following code:{
"Content-Type":"application/json"
}
Select all relevant customer and job data fields you want to send to Zapier.
You can find all placeholders at the bottom of the page:
Save the Rule
Save and activate the trigger rule.
Send Test Data
Perform the action in FieldRoutes that meets the trigger condition to send a test payload to Zapier.
Head back to the Zapier Catch Hook step, and click Test Trigger
You should see the customer data from your test.
Part 3: Configure the TrueReview step
From the Zap, click the Action step.
Search for TrueReview and select it.
Choose your Action event
There are two actions in TrueReview:Create Request and Create Contact
1. Create Requests sends the review request when the trigger is applied.2. Create Contact adds the contact to your TrueReview contacts page, so you can manually select and send the request.
Once you've selected the Action Event, connect your TrueReview account
Sign into TrueReview and select the business associated with your account.
Once signed in, connect the customer's information to TrueReview by clicking the plus icon next to each input field:
Once you're done, test your trigger and publish your Zap!