PLEASE NOTE: Before beginning to set up your Power Automate integration with Unibuddy, please make sure the following steps have already been taken:

  • Your Main Platform Widget URL has been created and supplied to your Customer Success Manager. This URL should be live and not a test site.

  • At least one (1) prospect or test prospect account has been created.

To successfully integrate your Unibuddy data with Power Automate, follow the instructions below:

  1. Login to Power Automate and create a new scenario. Select Automated Cloud Flow under the Build your own from Blank prompt:

2. Skip the first step to select a trigger:

3. Select the When an HTTP request is received option.

4. Generate schema using the Use sample payload to generate schema option. Unibuddy Support will share the "sample payload."

See the JSON file below:

{

"email": "[email protected]",

"first_name": "TestFirstName",

"last_name": "TestLastName",

"active": true,

"deleted": false,

"country": {

"_id": "600d4bf48a5b852a95581b3d",

"name": "UK",

"code": "UK"

},

"domestic_region": {

"_id": "600d4bf48a5b852a95581b3e",

"name": "york",

"country": {

"_id": "600d4bf48a5b852a95581b3d",

"name": "UK",

"code": "UK"

}

},

"id": "600d4bf58a5b852a95581b44",

"sign_up_location": "University Widget",

"signup_source": {"type": "university", "id": "58c0351c31f4ace7e727389d", "created": "2020-10-27T18:12:04"},

"date_of_entry": "January 2020",

"degree_level": "Undergraduate",

"accept_marketing": true,

"blocked_by_university": false,

"live_events": [

"test_live_event"

],

"degrees_interested": [

{

"id": "600d4bf68a5b852a95581b46",

"name": "Maths"

},

{

"id": "600d4bf68a5b852a95581b47",

"name": "Computer Science"

}

],

“<your_custom_field_name”>: “<value_entered_by_prospect>”

}

5. Add the next step of the scenario and select your CRM.

6. Under the Actions prompt, select the Create a new record option.

7. Select your CRM account. You will have to sign in if you are not signed in already.

8. Set up field mapping and data transformation. Map your fields to the schema fields generated from the sample payload.

9. Save the scenario to generate the Webhook URL.

10. Copy the Webhook URL generated and share it with Unibuddy Support.

When sending your Webhook URL information to Unibuddy Support, please also include your desired date format as these can vary for different regions.

For example, dd-mm-yyyy or mm-dd-yyyy.

11. Submit your Webhook URL to Unibuddy Support and they will integrate this URL into Unibuddy's CRM integration framework.

12. After receiving confirmation from Unibuddy Support that your Webhook URL has been implemented, you can then test the connection.

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