Summary of use

If you want to use a service like Zapier to do things with the ResponsiBid follow-up webhooks (outbound from ResponsiBid going to another app), you can take bid data and push it to Zapier to be repurposed as part of a follow-up sequence. The process will follow the following steps:

  1. Decide when you want to push bid data to the other app
  2. Setup Zapier to receive the webhook from ResponsiBid
  3. Have Zapier to parse the information in the webhook
  4. Use the parsed information to map the data to your desired location

This article will take you through each of those steps.

Decide WHEN you want to push bid data to another app

  1. When you are in ResponsiBid, you can go into “settings > follow-up builder” and select from the statuses you have available (standard and custom).
  2. Simply click the tab of the status that applies to the portion of the customer journey that you are trying to fire off a webhook.
  3. Add a step to that follow-up sequence
  4. For the “Action” of that step, select “Fire a webhook”
  5. Set the timer for the appropriate time within that status for the webhook to fire.
  6. Don’t worry about putting in a webhook URL yet. We will come back to that.
  7. Click the “Save Follow-Up Builder” button (this is important!)

Setup Zapier to RECEIVE the webhook from ResponsiBid

  1. In your Zapier account, create new zap.
  2. For your first step of the zap, search for: “Catch Raw Hook in Webhooks by Zapier”
  3. For the event, choose: “Catch Raw Hook”
  4. In the “test” section you will be given a URL to copy called “Your Webhook URL” click the “copy” button to get your unique url that looks similar to this: — yours will be specific to you, so do NOT copy this example one directly.
  5. Go back to your ResponsiBid follow-up builder and paste the URL into the ResponsiBid follow-up step you created previously.
  6. Then make sure that the status is activated (the toggle in the step’s top bar)
  7. Save the follow-up builder again.
  8. Now you need to create a test person in ResponsiBid and put them into the status your webhook is in to test the webhook to fire. (You can cheat and set the hook to fire “0 hours” after scheduled so that you can expedite the test for now. Just change it back to whatever you wanted it to be after the test.)
  9. Once you can verify that the webhook has “sent” in the follow-up area of that customer you should see in the Zapier test area that the data has been received.
  10. In Zapier you can then click the “Continue with selected record” button to move to the next step

Have Zapier PARSE the information in the webhook

  1. Add the next step in the zap and search for the step: “Code by Zapier”
  2. For the “Event” dropdown, select “Run Javascript”
  3. For the “Action” in the “Input Data” field, enter the word “RAW” (must be in all caps)
  4. For the input for “Enter text or insert data” click in and type “Raw Body”, then click on the search result of raw body from the Catch Raw Hooks From Zapier options. Then click out to remove the search menu.
  5. In the code section, highlight all of the default text and delete it.
  6. Then paste in the following code:
    let PARSED = JSON.parse(inputData.RAW);
    output = [{PARSED}];
  7. Then click the “continue” button
  8. In the test step area, click the “test step” button.
  9. You should see that the test has properly run and everything in the webhook is now accessible for your next steps.

Use the parsed information to MAP THE DATA to your desired location

  1. Select the next step of the zap that you desire, most likely it would be the app that you are wanting to put the data into.
  2. Setup the zap actions to do what you are wanting it to do.
  3. When you get to the  areas where you need to map, search for the corresponding fields from the “parsed” step. For example, if you need to input the field for “first name” in the connected app, go into the mapping input (Says “Enter text or insert data”) and when you click in, there will be a search field. Type into the search field “first” and you will see results come back. Under the “Run Javascript in Code by Zapier” you will see “PARSED Contact First Name”. So by selecting that result you will map the webhook result to the field of the app you are trying to hook into.

Some of the most popular fields from the webhook

  • PARSED Contact First Name – First name
  • PARSED Contact Last Name – Last name
  • PARSED Contact Email – Email
  • PARSED Contact Lead Source – Lead source
  • PARSED Contact Phone1 – Phone 1
  • PARSED Contact Phone2 – Phone 2
  • PARSED Contact Street1 – Street Address 1
  • PARSED Contact Street2 – Street Address 2
  • PARSED Property  City – City
  • PARSED Property State – State
  • PARSED Contact Zip – Zip/postal code
  • PARSED Contact Company Name – Company name
  • PARSED Property Type – Commercial or Residential
  • PARSED Company Bid Notes – Private notes
  • PARSED Company Bid Status – The current status that the bid is in
  • PARSED Company Bid Date Closed – Latest date of the bid being “closed”
  • PARSED Company Bid Date Declined – Latest date of the bid being “declined”
  • PARSED Company Bid Date Pending – Latest date of the bid being “pending”
  • PARSED Company Bid Date Scheduled – Latest date of the bid being “scheduled”
  • PARSED Selected Services  – A list of the services selected including the package price of each selected service
  • PARSED Selected Services Without Pricing – A list of the services selected with no pricing
  • PARSED Selected Services Total Amount – Amount of dollars associated with what has been selected from the bid
  • PARSED Company Bid Bid Id – The ID of the bid being sent
  • PARSED Company Bid Booking Date – The date of the visit to the customer
  • PARSED Company Bid Booking Arrival Start Time – The beginning of the arrival window to visit the customer
  • PARSED Company Bid Booking Arrival End Time – The ending of the arrival window to visit the customer
  • PARSED Company Bid Job Duration Minutes – How many minutes are expected at the visit/job for the customer
  • PARSED Company Bid Job Duration Hours – How many hours are expected at the visit/job for the customer
  • PARSED Company Bid Proposal Url – The url (link) to the corresponding ResponsiBid proposal
  • PARSED Company Bid Referring Url – The page that the bid was originally filled out on (your website, callscreen, etc)
  • For a complete list of available fields look at the document on Standard Follow-up Webhooks