This article will guide you through setting a new automation rule that will send all new “leads” that are added to ClubReady over to Emma. This allows for Emma to have more real time data for lead information without having to continually poll ClubReady for new updates
Login to ClubReady at the Corporate Level.
Navigate to Setup > Automation > Automation Rules.
Create new Rule Folder called "Emma".
Click Add New Automation Rule.
Choose "For Membership Leads".
Provide Rule Name: Emma New User Created.
Select the "Emma" folder.
Select "Membership Sales" for the intended purpose
"Who will this new rule act on?" - choose Only on "All" Membership Leads for the "Select Lead Type".
"Whenever the following trigger event also occurs" choose "Prospect is Created".
"THEN automatically do this for the Membership Leads that match the above (In Real Time)" choose "Call a Web Hook URL".
Choose the Advanced Tab for the web hook URL enter: https://30jf5yeo5a.execute-api.us-east-1.amazonaws.com/Prod/clubready/user
Check the "Use https" option.
For type choose "Post"
Click on the BODY tab and select Raw/JSON
Paste this into the Body textbox
{
"ApiKey": "d4744ba8-de0d-11e9-8f58-784f43553c41",
"StoreId": {{storeid}},
"Email": "{{email}}",
"FirstName": "{{firstname}}",
"LastName": "{{lastname}}"
}
Click "Update This Automation Rule" to save the rule.
Find the rule on the page and click ON to enable the rule.