Example: member synchronization

Overview

You can use the "Automation" feature to achieve synchronization with your internal member data. By using a "Webhook script," you can set up an automation that triggers when customer data changes.

This configuration can help you automatically trigger the Webhook script at specific moments, such as when member data is updated or modified. Through the Webhook, you can send relevant data to internal systems to achieve member data synchronization.

1. Add a new Webhook script

First, the company needs to have or develop an internal sync API. You can create a "Webhook script" to call that API URL to synchronize customer data; you can name it something like "Member Sync."

When configuring the "Webhook script," you can specify trigger conditions, for example, triggering the script when customer data changes. In the script settings, you can enter the internal sync API URL and set the required parameters and authentication methods to ensure correct data synchronization.

2. Add Automation

Finally, we need to add an "Automation." You can add one named "Member Sync" for easy identification and management.

When setting up the script, please configure the "trigger action source" and the conditions for "when the specified event is triggered" according to your situation. These conditions can be specific actions, events, or data changes, for example, triggering when there is a customer modification.

Next, in the "Execute Action" options, you can choose the newly added "Member Sync" Webhook script as the action to execute. This means that when the trigger conditions are met, the system will run that script and call the internal sync API you configured to synchronize member data.

3. Done!

Now, through the automation process, when customer data is added or changed, the company's internal API is automatically called. This automation can save you time and effort while ensuring the accuracy and consistency of customer data.

This automation process can achieve real-time synchronization and updates of data, ensuring your internal systems remain in sync with customer data. You no longer need to handle data synchronization manually, greatly saving time and workload, and reducing the risk of human error.