Zapier is one service for all integrations, which allows you to set up data transfer between all the critical systems in a few clicks.
Zapier supports over 200 applications, including RemOnline. So, you can connect RemOnline with various cloud services and automate your business processes.
Follow this link for information on setting up and connecting RemOnline in Zapier.
In this article, you'll learn how to set up the zap in Zapier so that new work orders are created in RemOnline using Google Forms as an example.
Step 1: Find and connect Google Forms in RemOnline.
Step 2: Create a new Zap between Google Forms and RemOnline.
Click the + Create Zap button.
Add Trigger
In the Trigger field, choose Google Form and specify the Event, for example, New Form Response. Then, click Continue.
Choose the connected Google Forms account and click Continue.
Set Up Trigger
Choose the form from which you want to retrieve data. Click “Continue”.
Test Trigger. If the test was successful, click “Continue”.
Add Action “Create a client”
Important: to successfully create a work order in RemOnline, you must first create a client. That is, the order of actions in the zap should be as follows: first, create a client, and then create a work order.
In the Action field, choose RemOnline and specify the Event — Create a Client. Then, click Continue.
Choose the connected RemOnline account and click Continue.
Set up Action “Create a client”
Here, you choose the field from the client form to which the information from the Google Forms should be transferred. To do this, click on the field name and select the required value.
After Setting up the Action, click Continue.
Make an Action “Create a client” Test
If the test was successful and a Client was created in your RemOnline account, click the “+” button.
Add Action “Create an order”
In the Action field, choose RemOnline and specify the Event — Create an Order. Then, click Continue.
Choose the connected RemOnline account and click Continue.
Set up Action “Create an order”
Here, you choose the field from the work order form to which the information from the Google Forms should be transferred. To do this, click on the field name and select the required value.
There are two mandatory fields (Branch id and Order Type), and three optional fields (Manager ID, Engineer ID, Ad Campaign and Client ID) in which you must specify the numeric ID.
There are two ways to find out the IDs for these fields.
Method 1. View the ID through Inspect or Address Bar in the browser.
Go to the Settings > Locations page. Right-click and select Inspect from the context menu.
Choose the arrow in the upper left corner of Inspect in the Elements tab.
Select the needed location and click.
As a result, in the Elements tab, you will see the ID of this location.
To check precisely, put the cursor over the ID and make sure that the needed location is highlighted.
Similarly, you can find the values for the Manager ID and Engineer ID fields on the Settings > Employees page, and value for the Ad Campaign field on the Settings > Marketing page.
You can see the ID for the work order type in the browser address bar.
On the Settings > Forms editor > Work Orders page, select a lead type. After that, in the address bar you will see the digital ID for this lead type.
2 method. Get ID using API
The API documentation for RemOnline describes all available API methods.
Go to the Authentication page.
Paste your API key in the api_key field.
Click Try it! in the CURL REQUEST window on the right.
In the Response you will get your token. Copy it to insert it in the queries in the following sections to obtain the necessary data.
The Settings section describes the method for obtaining all types of company settings.
The Locations section describes a method for retrieving all the locations in your account with their IDs.
Paste the token in the Query field and click Try it! to get the ID of each location in Response. This method also works for the following requests.
After Set up Action, click “Continue”.
After Setting up the Action, click Continue.
Step 3: Make an Action Test and Publish Zap
If the test was successful and a work order was created in your RemOnline account, click the “Publish Zap” button. Orders from Google Forms will now be automatically created in your RemOnline account.