This article walks through how to set up an integration between Process Automation and Digital Services and SeeClickFix 311 CRM so that when a specified form is submitted, a request will be created in SeeClickFix 311 CRM.
Prerequisite
Set up your Automation (CivicOptimize) and SeeClickFix 311 CRM credentials.
Instructions
Sign in to your site
Navigate to the Integrations tab
Select + New Integration
Click the Simple integration card
Add a Short Description for the integration
Select Process Automation and Digital Services as the Trigger and SeeClickFix 311 CRM as the Action
Select the Applications for the trigger and action
Select the applicable Credentials for each application
Enter the Environment number for your Automation site
You can find this number at the end of the URL for your Automation account.
Choose the Form that will trigger the integration and send its submission data to SeeClickFix 311 CRM
Note: You can type a form name into the box so you don't have to scroll through the list.
Choose Request as the Type and select the SeeClickFix 311 CRM Category you would like to add the request to
Filter the integration to be for a Draft or form Submission in Automation and set the Action as Create
Click Next
Map fields from Automation to SeeClickFix 311 CRM as needed by dragging and dropping the tiles or typing directly into the field
Click Next
View an Overview and Test Instructions for your integration and click Save
Enable your integration using the toggle under the Status column
The integration will now send Automation form submission data to SeeClickFix 311 CRM
Process Automation Form Submission:
SeeClickFix Request:
