Integrations | Webhooks with No Code Services

Overview

Integrating Read webhooks with no-code services like Make or Zapier allows you to seamlessly send your meeting notes (summary, action items, etc) from Read to other essential applications, such as Salesforce, Google Docs, and more - all without the need for any coding. In this help document, we will guide you through the process of getting started with Read webhooks and using them in conjunction with a low-code service.

Getting Started

If you haven't yet, familiarize yourself with Read webhooks. The core of these instructions will explain how to acquire a webhook URL from a no-code service to use with Read webhooks.

Next, select a no-code service to build your integration - we recommend Make or Zapier.

If you're building with Zapier:

Setting up a **Webhooks by Zapier** Zap is a straightforward process. Follow this high-level step-by-step guide to create your own custom integration or read Zapier's in-depth blog post: Zapier - What are Webhooks.

1. Log in to your Zapier account.

2. Click on the **Create Zap** button at the top of the page to start creating your new Zap.

3. Choose **Webhooks by Zapier** as the trigger for your Zap.

4. From the **Event** dropdown, select **Catch Hook**. This option will listen for incoming webhook data from Read.

5. Click the **Continue** button to proceed to the next step. Your webhook URL will be displayed. Copy this URL and paste it into your Read webhook configuration.

6. In the Read app, paste the webhook URL and select **Send Test Request**.

7. Click the **Test trigger** button back in Zapier, you should then see something similar to the following screenshot. Note the meeting data shown after a successful test.

6. Click the **Continue** button. Next, setup add a **Text Formatter** to pluck out the data you want from the Read webhook data. Zapier will auto-detect what fields are available and show them in a dropdown menu.

7. Click the **Continue** button and add an integration step for your target service or application. The example below will append text to a Google Doc

8. That's it! You can now execute another test of your webhook via the Read webhook UI to ensure data is flowing smoothly through your newly created Zap. You can use the same steps above to connect to any other service Zapier provides, such as Notion or Salesforce. 

If you are curious about specific use cases with Zapier, head on over to Webhooks - Zapier Tips & Tricks

As always, feel free to reach out to support@read.ai for any questions you have! 

If you're building with Make:

For a comprehensive guide on setting up webhooks with Make, check out their documentation on webhooks: Make - Webhoooks

If you're building with another no-code service:

The guide for Zapier and Make will largely apply to any no-code service you select. The basic steps are:

• Create a Webhook URL in your target no-code solution
• Paste the URL into a Read webhook configuration
• Complete the integration to your target service (Salesforce, Google Docs, Notion, etc) using the tools that your selected service provides.