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CivicReady Alerts to HCMS / Web Evolve Integration

  • Updated:

This article walks through how to set up an integration between the Mass Notification System (formerly CivicReady) and the HCMS in Integration Hub.

 

Important Notes

  • When setting up the integration you can choose to automatically publish the alert in the HCMS or have it start in Draft status. 
  • HTML formatting will not be brought over from CivicReady and will appear as plain text in the HCMS / Web Evolve. 

 

 

Instructions

  1. Sign in to your site
  2. Navigate to the Integrations tab in the Integration Hub
    Integrations menu.
  3. Select + New Integration
    New integration button.
  4. Click the Simple integration card
    Simple card.
  5. Add a Short Description of the integration
    Short description field.
  6. Select CivicReady as the Trigger and HCMS as the Action
    Trigger and action dropdowns.
  7. Select the Application for the trigger and action
    Applications dropdowns.
  8. Select the applicable Credentials for each application
    Credentials dropdowns.
  9. Select Alert Sent from the Trigger Type drop-down and choose the Group from your CivicReady instance that you wish to use when triggering an alert
    Alert type and group.
  10. Select the HCMS Content Type you wish to add the alert to
    Content type.
  11. Click Next
    Next button.
  12. Map fields from CivicReady to the HCMS as needed by dragging and dropping the tiles or typing directly into the field
    Map fields.
    Note: The available CivicReady fields may differ depending on your custom alert form. 
    • Status: Choose whether to automatically publish the content in the HCMS or have it start in Draft status
    • Notify Users: If the status is set to Published, you can choose whether or not to send a notification when the alert is triggered. If you want to send a notification, fill out the email/SMS message information. 
      Notify users.
  13. Click Next
    Next button.
  14. View an Overview and Test Instructions for your integration
    Test and confirm.
  15. Click Save
    Save button.
  16. Enable your integration using the toggle under the Status column
    Enable integration toggle.
  17. Now that the integration is set up, you can send an alert in CivicReady
    CivicReady alert example.
  18. The alert will then be sent to the specified HCMS Content Type
    Alert example in the HCMS.

 

Supporting Articles

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