Why use the Zapier integration?
If you have feedback in a tool that Savio doesn't have a native integration with, you can use Zapier to send feedback to Savio.
Setting it up
1. Grab your API token on your My Settings page
2. In your Zap, add a "Webhooks by Zapier" step with a POST
3. Make sure the app is "Webhooks by Zapier" and the Action Event is POST
4. URL and Payload TypeIn the
Payload Typefield enter
5. Customize data to send to Savio
Depending on the information in the source tool, you'll want to customize the fields you send to Savio. Below are the possible fields you can send to Savio.
Here's a description of each field that you can send to Savio.
|problem||Yes||The text describing the problem the user is having.|
The type of customer that provided the feedback.
Valid values are:
Defaults to ACTIVE
The triage state of this piece of feedback.
Valid values are:
|source_url||No||An optional URL that links back to the original source of the feedback.|
|person_email||No||The email address of the person the feedback came from. If there is an existing person with that email address the feedback will be linked to that person. If there isn't an existing person with that email address a new person will be created.|
|person_name||No||The full name of the person the feedback came from. If there isn't a person with that a new person will be created.|
|feature_request_title||No||The title of the feature request to link the new piece of feedback to. If a feature request with that title already exists the existing feature request will be used. Otherwise a new feature request will be created.|
|tags||No||A list of strings that are the titles of the tags you link to the new piece of feedback. If the tags don't exist they will be created.|
6. Add Auth Header6. Scroll down to the Headers section. You'll want to enter a header called
Authorization. Its value should be the word "Token" followed by a space and the API Token you grabbed in Step 1:
Test your Zap and you should be good to go. Questions? Email email@example.com and we'll get you sorted.