How to use Integrately with Prefinery

Prefinery has native integration support with different apps, and for more complex integrations you can use Zapier and Webhooks. You can even run your own scripts to capture submitted data. 

Much like Zapier, Make, Pabbly Connect and Sync Spider, Integrately is an online integration platform that allows you to automate processes between two or more services. 

Integrately provides native support for different Prefinery actions, either as triggers (when X happens in Prefinery) or actions (do X in Prefinery when trigger happens) that you can use in your automation. If you prefer to receive raw event data, there's support for Prefinery webhooks too.

Using Prefinery Triggers in Integrately

To create an automation in Integrately using a Prefinery trigger (when X happens in Prefinery), here's how: 

1

From your Integrately dashboard, go to My Automations then click + New Automation. 

2

To set Prefinery as your trigger, choose it as your first app in the automation. 

Then, choose your action app (the app where you want to send Prefinery data to). As an example for this guide, we're sending Prefinery data to a Google Sheet. 

You can add as many other action apps to send Prefinery data to as needed in your automation. Once you're done, scroll down to the section where you can specify which Prefinery trigger you want to use as well as actions for the apps receiving the data output of the trigger. Click on Go when done. 

3

In the next page, Copy the provided Integrately webhook URL. Don't close this tab/window yet. 

4

In a new/separate tab/window, on your Prefinery project dashboard, go to Integrations > Webhooks and click + Add Endpoint. 

Set the Integrately Webhook URL on the provided input box as well as the Event to send through this endpoint as you've set in Integrately, then click Add. 

5

Back in Integrately, click on the I have set this URL in Prefinery button to proceed to the next step. 

6

Back in your Prefinery dashboard and still in Integrations > Webhooks, click on the Test button for your newly added Integrately endpoint you added from step #4. A green success box will briefly appear indicating a successful sending of a test webhook to Integrately. 

7

Back in Integrately, click on the Done. Check if received. button to check if the test record is received. You'll then be redirected to setup your action app(s). 

8

After setting up your action app(s) (e.g. mapping fields/data from Prefinery webhook to corresponding fields in the receiving app), click on the Test & Turn ON button to complete the setup. 

Using Prefinery Actions in Integrately

To create an automation in Integrately using a Prefinery action (do X in Prefinery when automation trigger happens), here's how: 

1

In your Integrately dashboard, navigate to My Automations and click + New Automation. 

2

Select your first app as the trigger (the app that would provide the information you want to send to your Prefinery project). Make sure to select Prefinery as a 2nd or subsequent step/app, not as the trigger. 

Scroll down and see your trigger and actions. As an example for this guide, we're using data inside a Google Sheet that when updated will trigger a reward in Prefinery. Click on Go when done. 

3

In the next page of the automation creation wizard, you'll be asked to setup your trigger (e.g. which columns to watch in a Google Sheet for changes). Then for the Prefinery step, you'll need to connect your Prefinery account if you haven't yet. This requires your API key which you can get as described here: Enabling Prefinery API Access

4

Once connected, setup your Prefinery action as required, and when done click on the Test & Turn ON button to complete the setup. 

Using Prefinery Webhooks with Integrately

Since both Prefinery and Integrately offers webhook support, if you prefer or have a specific need for using the Webhook / API Integration app in Integrately, you have that option too. Here's how: 

1

In your Integrately dashboard, go to My Automations then click the Create New Automation button. 

2

Select App 1 then search for "webhook". In the results, find and select Webhook / API Integration. 

Proceed to add your other app (the one you'd like to sent your Prefinery data to). We'll be using Google Sheets in our example here. 

Scroll to the bottom and set trigger (When...) to Operation is performed in Webhook / API Integration, and action (Do...) which is up to you. Click Go when done. 

In the popup that appears, choose YES to go to Automation Builder. 

3

In the Automation Builder, click on Add Connection for the Webhook trigger/When step. 

In the modal that appears, Copy your Webhook URL. 

4

In your Prefinery project dashboard, follow our guide on using webhooks to add Integrately's webhook URL. 

After adding the webhook URL, click on its Test button to confirm that you've added it properly. 

If all's good, a notification message will appear telling you that Integrately returned a response code of HTTP 200 which means you're pretty much set from Prefinery's end. 

5

Back in the Integrately, click on the Test Connection button. 

If the test is successful, you'll be brought back to the Automation Builder page. For Need only specific part of data? choose Data. You will get a preview of what data has been sent through the webhook. 

Your Integrately automation's Prefinery webhook trigger/When app is all set! You can now scroll down to create your action/Do step.