Note that while Centercode’s integration features are intended to be approachable by a Customer Validation Professional, you might need to enlist help from an internal technical resource and refer to our vocabulary and troubleshooting documentation.

Through Enhanced Integrations, Centercode offers functionality enabling Centercode to seamlessly send feedback data to your external systems through API integration. A common use-case for this type of integration, and one we’ll be exploring in this document, is sending user data or vetted feedback to Jira, Salesforce, or Slack.  

The principles included in this guide apply to triggering a Feedback or User Webhook Macro within Centercode to any API-capable endpoint. In this example, we're sending Centercode feedback data to your Slack workspace. This can be used as a means of issue escalation and reduces the risk of important issues falling through the cracks.

If you’re looking for the ability to make bulk Centercode data available to systems like Tableau, Domo, or MS Power BI to take advantage of their reporting power, see our Data Packages article.

In this guide, you will:

  1. Enable Webhooks in your third-party system (ex: Slack)
  2. Create a POST Webhook Macro in Centercode

In order to configure both sides of this integration, you will need:

  1. Access to an existing API Key or Community Manager access to create a new one
  2. Project Manager access in the project of your choice (or your project template)
  3. A Slack Administrator account or assistance from your Slack Administrator

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Setting Your External System to Listen for Centercode

1.  Set Your Third Party System (Slack) to Accept Incoming Webhooks

To start, you’ll need to configure your third-party system to accept incoming Webhooks. Webhooks are how external systems (like Centercode) send data to other systems. Enabling webhooks provides a path for Centercode to interact with your system (Slack) for a predetermined purpose - to send data.

Please note enabling Webhooks may likely require global administrator access within your system.

To get started in Slack:

  1. Sign into your Slack API
  2. Click Create New App
  3. Create name and select Slack workspace
  4. Configure your Basic Information for your app
  5. Activate Incoming Webhook. 
  6. Copy / Save your Webhook URL (needed in Section 3 below)

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Preparing to Send Data to Your External System

2.   Creating an API Key

The first step in any API integration is to ensure that you have an API Key available within your Centercode Community. While this integration doesn’t use an API key, your integration features won’t be visible unless one is available.

If necessary, create a Community API Key by following steps outlined here.
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3.  Creating a Feedback Macro

Macros allow you to create a single instruction that includes a set of actions to complete a desired task. In this example, we’re creating a Feedback Macro to send Bug Report data into your Slack workspace.

From the Project Homepage:

  1. Click the desired Feedback Type (left-hand menu)
  2. If necessary, click the Switch to Advanced View button (top right corner)
  3. Create a new Macro or modify an existing Macro 
  4. Click Trigger Webhooks

At this point, technical help may be necessary - please work with a developer (and/or Centercode)

  1. Click Web Request to select POST
  2. Enter the Webhook URL provided by Slack in Section 1, Step 6 above
  3. Add headers (discussed in Notes below), if desired 
  4. Select JSON
  5. Add your JSON body (detailed below)
  6. Add Dynamic Tags, if desired (detailed below)
  7. Click Submit

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Headers for Authentication

Headers allow you to define additional static values sent with each request. Not all API calls require headers to be defined. A common use for headers it to provide authorization for your Webhook by adding your access key to your header and specify how you want returned values to be formatted.

Authorization Header Example:
Authorization: 2nt6cs2EyDmZ5fhNNV6cvAIP

Return value formatting example:
Content-Type: application/json
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The JSON Body

The JSON Body field determines what will be sent from Centercode to your external system. Please feel free to build upon the basic “text” requirement to include important feedback data:

{

      "text": "This is the text that will be sent to your Slack”

}

Here’s a more advanced example of Slack’s formatting. Text within ((double-parentheses)) are Centercode’s dynamic tags. Refer this Slack API documentation for further advanced formatting help. 

The code above results in the Slack post below:  

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Using Your New Webhook

Once your Webhook Macro is configured, you may use it to send feedback data to your external system at any time.

4. Using Your Webhook

Like any Feedback Macro within Centercode, you can use your Address Validation Macro manually (individually or in bulk), via automation on ticket submission or modify, or on an automated schedule (click here). 

Bulk Manual Trigger
To trigger manually, start at the Project Homepage:

  1. Click the corresponding Feedback Type in the left-hand menu
  2. Create a Filter to target specific feedback categories, statuses, etc. if desired
  3. Under Action, select your Webhook Macro
  4. Click Perform Action

You’ve just sent your data to your third-party system
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Troubleshooting your Webhook

If you find that your Webhook failed or that data isn’t updated as expect, you’ll want to review the Webhook’s logs to troubleshoot any issues. 

From User Management:

  1. Click User Resources
  2. Hover over your Macro and click Macro Webhook Log
  3. Hover over a username and click Macro Webhook Log

Status codes are covered in this article:
Understanding Integration Terms & Troubleshooting
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Related Articles

Understanding Integration Terms & Troubleshooting
Creating Your Community-Level API Key
Centercode Guide to Simple Webhooks
Centercode Guide to Simple External Listeners
Centercode Guide to Simple External Feedback
Centercode Guide to Simple Data Packages
Centercode Guide to Simple External Users
Centercode Guide to Simple Record Lookup
Update Centercode Feedback via External Tracking Systems
Updating External Tracking Systems via Webhooks
Sending Customer Feedback to External Systems via Webhook
Validating Shipping Addresses via Webhooks
Integrating Data Packages Into External Data Systems

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