How to Connect Automate with TraceNudges

Integrate Automate with TraceNudges to automate workflows and send real-time sales, signup, and customer activity nudges to your website.

Step 1: Open the Automate Integration

Navigate to the Automate integration page:

Automate Integration

Enter a connection name.

Click the Create button.

Copy the generated Webhook URL.

Step 2: Create a Bot in Automate

Click Create Bot.

Select the connected app or connect a new app you want to communicate with TraceNudges.

Choose the trigger event.

Step 3: Add the Webhook Action

Select Webhook as the action app.

Choose POST Data.

Set the content type to JSON.

Paste the copied TraceNudges Webhook URL.

Map the data fields you want to send.

Save and enable the bot.

Example payload for sales data:

{
  "un": "USERNAME",
  "fn": "FIRSTNAME",
  "ln": "LASTNAME",
  "e": "EMAIL",
  "ct": "CITY",
  "st": "STATE",
  "cn": "COUNTRY",
  "pn": "PRODUCTNAME",
  "pu": "PRODUCTURL"
}

Done

Your Automate account is now connected successfully. Sales, signups, and customer activities from Automate will automatically sync with TraceNudges and can be used in your nudges.

How to Connect Automate with TraceNudges

Step 1: Open the Automate Integration#

Step 2: Create a Bot in Automate#

Step 3: Add the Webhook Action#

Done#

Step 1: Open the Automate Integration

Step 2: Create a Bot in Automate

Step 3: Add the Webhook Action

Done