How to Create an Automate.io Integration
- Determine whether your integration will be a Mobile Wallet or Text Messaging Integration
- Choose whether Skycore will be the Trigger or Action
Creating a Wallet Trigger
A Wallet “Trigger” can cause an action on another app to take place when a Pass is installed, uninstalled, or updated or when a new Pass Record is added.
- Log in to your Automate.io account. Click “Create a Bot.”
2. Choose Webhooks for the Trigger app and select Incoming Hook from the drop-down menu for the trigger event. Fill out the Input Fields if needed.
3. Click ‘Setup Webhook.’ Copy the Webhook URL provided by Automate.io. (This page will open in a new window.)
4. Choose the Action app & the Action to be done after the trigger event occurs. Fill out the Input and Output fields if necessary and click Save.
5. Turn the Bot on.
6. Log in to your Skycore account. Go to the Integrations page in the Tools tab. Click ‘Create New’.
7. Set up your Wallet “Trigger” on the Skycore platform on the integrations page. Choose Wallet as the Platform, Automate as the Integration, and Trigger as the Integration Type.
8. Enter the Webhook URL from Step 3 into the Integration End Point field. Save your integration once all of the necessary fields are filled out.
9. Set the Integration Status to “Active”.
Creating a Wallet Action
The Wallet actions that can be initiated from Trigger are creating, updating, or archiving a Pass Record, or updating the Pass Status to expired, voided, or redeemed.
- First, log in to your Skycore account. Go to the Integrations page in the Tools tab. Click ‘Create New’.
2. Set up your Wallet “Action” on the Skycore platform on the integrations page. Choose Wallet as the Platform, Automate as the Integration, and Action as the Integration Type.
3. Copy the Listener End Point URL, which will be used in your Bot. Save your integration once all of the necessary fields are filled out.
4. Set the Integration Status to “Active”.
5. Log in to your Automate.io account. Click “Create a Bot”
6. Choose the app for the “Trigger” that will cause the Bot to occur. Choose the “Trigger” event from the other app. Fill out the Input and Output fields if necessary.
7. Choose Webhooks for the Action event and select the “Action” event.
8. Enter the Listener End Point URL from step 3 above in the URL in the Input Fields section. Fill out the Output Fields if needed. Click Save when done.
9. Turn the Bot on.
Creating a Messaging Trigger
A Messaging “Trigger” can cause an action on another app to take place when a new number subscribes, an existing number unsubscribes, or a smart link in a text message is clicked.
- Log in to your Automate.io account. Click “Create a Bot.”
2. Choose Webhooks for the Trigger app and select Incoming Hook from the drop-down menu for the trigger event. Fill out the Input Fields if needed.
3. Click ‘Setup Webhook.’ Copy the Webhook URL provided by Automate.io. (This page will open in a new window.)
4. Choose the Action app & the Action to be done after the trigger event occurs. Fill out the Input and Output fields if necessary and click Save.
5. Turn the Bot on.
6. Log in to your Skycore account. Go to the Integrations page in the Tools tab. Click ‘Create New’.
7. Set up your Messaging “Trigger” on the Skycore platform on the integrations page. Choose Messaging as the Platform, Automate as the Integration, and Trigger as the Integration Type.
8. Enter the Custom Webhook URL from Step 3 into the Integration End Point field. Save your integration once all of the necessary fields are filled out.
9. Set the Integration Status to “Active”.
Creating a Messaging Action
The Messaging actions that can be initiated from a Zap are send an SMS, send an MMS, send a saved MMS, subscribe a user to a messaging campaign, or unsubscribe a user from a messaging campaign.
- Log in to your Skycore account. Go to the Integrations page in the Tools tab. Click ‘Create New’.
2. Set up your Messaging “Action” on the Skycore platform on the integrations page. Choose Messaging as the Platform, Automate as the Integration, and Action as the Integration Type.
3. Copy the Listener End Point URL which will be used in your Automate account. Save your integration once all of the necessary fields are filled out.
4. Set the Integration Status to “Active”.
5. Log in to your Automate.io account. Click “Create a Bot”
6. Choose the app for the “Trigger” that will cause the Bot to occur. Choose the “Trigger” event from the other app. Fill out the Input and Output fields if necessary.
7. Choose Webhooks for the Action event and select the “Action” event.
8. Enter the Listener End Point URL from step 3 above in the URL in the Input Fields section. Fill out the Output Fields if needed. Click Save when done.
9. Turn the Bot on.
