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Sending Omni webhook deliveries to Zapier

When paired with Omni webhook deliveries, Zapier enables you to send information from Omni to a variety of other apps and services. In this guide, you'll learn how to use Zapier to catch a webhook from Omni and export data to Google Sheets.

Requirements​

To follow along, you'll need:

  • An Omni dashboard with a tile configured for export. Note: While entire dashboards can be delivered using webhooks, this example requires data in a CSV format, which isn't currently supported for entire dashboards.
  • A Zapier account. Note: Some Zapier features, such as webhooks, may require a Pro plan.
  • An existing Google Sheet

1. Copy the Zapier template​

To get started, copy a Zapier template to your account:

2. Create the Zapier webhook​

  1. In Zapier, click the trigger step in the workflow, which should be labeled as Catch Raw Hook.
  2. Click Continue.
  3. Click Test Trigger.
  4. Copy the webhook URL that displays after the test.

3. Create and test the Omni delivery​

In Omni:

  1. Follow the steps to create a delivery.
  2. Set the Destination to Webhook.
  3. Set the Format to CSV.
  4. Click the Webhook tab.
  5. Paste the Zapier webhook URL into the Webhook URL field.
  6. Click the Test Now button, which will send a test webhook request to Zapier.

In Zapier:

  1. In the trigger step, click Test Trigger.
  2. If the delivery was successful, a request A will display. Click the request to open the request data.
  3. Locate the Raw Body key, which will contain the CSV data. Verify that the data is correct before continuing.

4. Parse the CSV​

  1. In Zapier, click the second step in the workflow, which should be labeled Line items from CSV.
  2. Fill in the fields as follows:
    • CSV file - Set to the Raw body field from the workflow's trigger step
    • Has header row - Set to True
    • Delimiter - Set to Comma
  3. Click Continue.
  4. Click Test step and verify that the parsed data is correct before continuing.

5. Configure Google Sheet settings in Zapier​

Click the option you selected in Step 1 to view instructions:

Option 1: Overwrite existing tab
  1. In Zapier, click the third step in the workflow, which should be labeled Create worksheet.
  2. Use the Account field to select the correct Google account.
  3. Click Continue.
  4. Next, select the Drive and Spreadsheet.
  5. Set the sheet's Title.
  6. Use the Headers field to add an entry for each column in the Omni data.
  7. Set Overwrite existing worksheets to True.
  8. When finished, click Continue.
  9. Test the step and verify that the data looks correct in the Google Sheet.
Option 2: Create new timestamped tabs
  1. In Zapier, click the third step in the workflow, which should be labeled Create worksheet.
  2. Use the Account field to select the correct Google account.
  3. Click Continue.
  4. Next, select the Drive and Spreadsheet.
  5. In the Title field, enter a title for the sheet and append --{{zap_meta_human_now}}. For example: Traffic Data--{{zap_meta_human_now}}
  6. Use the Headers field to add an entry for each column in the Omni data.
  7. Set Overwrite existing worksheets to False.
  8. When finished, click Continue.
  9. Test the step and verify that the data looks correct in the Google Sheet.

6. Populate the data​

Click the option you selected in Step 1 to view instructions:

Option 1: Overwrite existing tab
  1. In Zapier, click the last step in the workflow, which should be labeled Create Multiple Spreadsheet Rows.
  2. In the Drive and Spreadsheet fields, select the same drive and spreadsheet you used in the previous step.
  3. In the Worksheet field, select the worksheet you created in the previous step.
  4. In the Rows section, map the parsed CSV values to the correct spreadsheet columns.
  5. Click Continue.
  6. Test the step and verify that the data looks correct in the Google Sheet. Note: Zapier tests send up to 10 rows of data.
Option 2: Create new timestamped tabs

  1. In Zapier, click the last step in the workflow, which should be labeled Create Multiple Spreadsheet Rows.

  2. In the Drive and Spreadsheet fields, select the same drive and spreadsheet you used in the previous step.

  3. For the Worksheet:

    1. Use the options menu to select Custom.

    2. For the value, select the ID generated from the Create Worksheet step. This ensures that the data from the previous step is inserted into the new tab.

  4. If the custom worksheet was set correctly, a Rows section will display. Map the fields in this section to their corresponding values from the Line items from CSV step.

  5. Click Continue.

  6. Test the step and verify that the data looks correct in the Google Sheet. Note: Zapier tests send up to 10 rows of data.

7. Finalize the workflow​

In Zapier, click the Publish button and follow the prompts. The workflow should now be active.

In Omni:

  1. Navigate to the delivery you created in Step 3.
  2. Click the options menu (three dots) and then Send Now.
  3. After a few seconds, check the Google Sheet for updated data.

Troubleshooting​

  • For table exports from Omni, consider disabling totals for the export.
  • Ensure column names and order match between Omni, Zapier, and Google Sheets configurations.
  • Verify webhook URL is correctly copied from Zapier to Omni.