Posted on June 12, 2019 at 12:00 PM
This tutorial will show you how to use Webhooks and Stargate365 to easily move order information automatically, from one app to other apps.
In this case, the order will come from Fastspring.
The order information will then be sent to Google Sheets, but you can also send it to a database or crm program. You only have to set it up once. All future orders will be automatically updated in your Google Spreadsheet.
There are some requirements you need before starting. You will need to.
Please note. Webhook integration only works with a Fastspring Contextual Account. If you have a Fastspring Classic account, you can use the Fastspring to Gmail or the Fastspring to Outlook email parsing option. This is an easier option. It works with the Fastspring Classic as well as with the Contextual account.
1. FastSpring Account:
You need to setup at least one product.
2. Google Sheet Account:
3. Stargate365 Account:
Create the Stargate365 Work Flow
Click on Select an event drop down and click on Order Completed
Click on Step 4: Select fields and the fields for the event are displayed
Note that the fields are ordered in a tree-like structure. You can click on the cursors on the left to open the sub-trees and show the fields on the next levels.
Currently the Contents column is empty because this work-flow has not received any data yet.
Click on the Reload using newest data button and an alert with an url will open.
Go to your Fastspring account and send a test Order Completed to the url. Then wait a few seconds (+- 20 seconds) for the data to arrive.
Click on Ok, it is done
If you do not see the contents yet then the data has not yet arrived. Click on Reload using newest data and wait a few more seconds before clicking on Ok, it is done. Repeat until you see the data.
Click on Save
Click on Test this step and the fields will be displayed in a dialog
VERY IMPORTANT. The webhook on your Fastspring account is currently set to send requests to the setup Stargate365 web page. You need to set it to the Production web hook found at the bottom of that page so that Stargate365 can handle it in the production environment. Copy the production webhook and paste it in your Fastspring webhook url. .
This concludes the setup of the Fastspring trigger
Click on the Google Sheet action button
Click on Select an event and on Create Spreadsheet Row.
Select an account by clicking on Add a new account and following the steps to authenticate your Google Sheets account
Now you have to specify the Spreadsheet and sheet where the data should be placed.
Select a spreadsheet
Select a worksheet in the spreadsheet
The fields from the Fastspring Webhook will be displayed in the left tree. The tree on the right is for the Google Sheet destination information. At this stage the right-hand sheet is empty.
Click on the Actions Button.
The following Action options are available:
Create Google sheet column headers on Server -This will create all the column headers from the available fields in the sample webhook.
Delete columns on the right below - This will clear the column headers in the set up.
Reload Google sheet column headers from your Google Sheet into right column below - This will load the current column headers set up from your Google Sheet.
Autolink left column to right column below - This will link the fields from the sample webhook to the current column headers on the Google sheet and place the information in the Google sheet.
Create the column headers in the spreadsheet
You can create the column headers yourself and then tie it up with the fields from the sample webhook or you can let Stargate create the headers for you. To do so, click on Create Google sheet column headers on Server. This will use the fields from the sample webhook and create column headers on the spreadsheet. If you want to change the spreadsheet headers, you can open the Google sheet in your browser, delete column headers that you don’t want and also move the headers around. Do not change the header text. If you want to use this changed headers as your template, click on Reload Google sheet column headers from your Google Sheet into right column below.
Link the column headers of the spreadsheet with fields from the sample webhook
Click on Autolink left column to right column below. This will link the webhook fields with the column headers.
Click Save and the Test this step.
You will notice that the spreadsheet data has been populated.
Now switch your Stargate on.
When you switch the Stargate on, all new events sent to the webhook will be automatically retrieved and the information will be placed in your spreadsheet. One credit will also be deducted from your account for every completed work flow.
Now you can run a test order from Fastspring and see if the test data is entered in the spreadsheet.
You can sign up for a free account at https://www.stargate365.com