Add your WalkMe data to your involve.ai dashboard by leveraging Webhooks.
What are Webhooks & Why use them?
Webhooks is a direct integration for both WalkMe and involve.ai, making it simple to push your data from WalkMe to your involve.ai dashboard, by first pushing your data to a specific Webhooks URL.
Steps:
Login to involve.ai
Visit the Integrations page
Search for Webhooks
Click Connect
This will take you to the following page, click Continue:
You will then be able to select the site you’d like to use to host your Webhooks URL & data. You can select whatever container/platform you have an account with or you can request that the involve.ai to set this part up for you:
In this same page, you can select None for the The authentication mechanism you want to use question
In this same page, copy your Secrets key for reference and safekeeping
Click Save & Test
You will then be able to login to the container/platform you selected to find your Webhooks URL. Example, if Fivetran was used, you can search for the new Webhook & copy your Webhook URL:
Once you have your Webhooks URL (which to recap, involve.ai can help you get setup, if needed), you now need to add that URL to your WalkMe account.
Login to WalkMe
Click on Integrations
Select Webhooks
Add your URL to the popup window:
Additional details: -- Destination Platform Name can be involve.ai or whatever name may be easiest for you to help you identify the reason for this Webhook setup. -- Request type: POST -- Authorization Type: No Auth -- Headers: Content-Type: application/json
Click Save
For more information on how WalkMe integrates with Webhooks, visit their how-to guide here.