Infusionsoft (Keap) to Coach Simple Webhook Documentation

Modified on Tue, 25 May, 2021 at 2:20 PM

Introduction: Your CRM can push client users into Coach Simple through webhook calls. In this example, we will use the Tag method to initiate a campaign that is tied to the tag. If you have multiple specific portals setup, you can create separate tags for each portal or you can add a user defined field in Infusionsoft to indicate the portal name and pass it as a parameter. This example assumes you will use the tag method to trigger a campaign that calls the HTTP Post method

Webhook Items Needed:

URL: https://YOURBRAND.coachsimple.net/CSIntegrator300/XXXSAMPLEXXXXXX

* Coach Simple will provide YOURBRAND and Enterprise Key - they are unique for your system

csEnterpriseKey: XXXSAMPLEXXXXXX

csAPIKey: 111SAMPLE2222222 * Coach Simple will provide - this is tied to your admin user account

csAction: NewUserPortalStatus (additional actions will be added over time. If you have an action you would like built, please ask your project manager)

csUsername - Email of the user to be added or linked

csFirstName
csLastName
csPortalName - Must exactly match an active portal in your system (please copy/paste name)

csMobile - Mobile number for future SMS functionality

csUserLevel : -1 - Negative one is ClientMember, Zero is Client Leader
csActiveYN : 1 (1 = True. You can pass 0 to deactivate an existing portal member)

Please copy paste the exact key names when adding to Infusionsoft - Keys are cAsE sEnSiTiVe

Step 1 - Add tags for each portal you want to send people to. You can also add a user defined field in the contact record for portal name if you want to send this as an Infusionsoft variable instead of based on tags

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Step 2 - Setup Sequence and choose Tag Applied as the trigger

Pick your Tag

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Step 3 - Add a Sequence after the Tag Applied (connecting the two with the arrow)

Name and then open up the Sequence

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Step 4 - In the Sequence, add "Send HTTP Post"

Open to configure

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Step 5 - Configure HTTP Post

Coach Simple provides the URL, Enterprise Key and API Key

You hard coded values OR Merge fields for each item

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Step 6 - Mark each sub page as "Ready" to activate and click "Publish" on the main sequence when ready

Step 7 - Add a contact or find an existing one

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Step 8 - Add tag to existing contact

* This triggers the http post

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Step 9 - Go to Coach Simple and verify the contact has been added to the portal

* If not there, please check the following:

a. Everything is published and Ready

b. You entered the correct APIKey and EnterpriseKey and Domain URL in the URL and variables

c. You entered the exact portal name that exactly matches the portal name in Coach Simple

d. Check the campaign logs and see if the webhook has any error message you can share with Coach Simple

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