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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

CivicOptimize Integrations Guide

  • Updated:

Integrations can be set up between Process Automation and Digital Services (formerly CivicOptimize) and a supported CivicPlus product or third party in order to send data to the selected product. These integrations will trigger when a form submission is either in draft mode or when a form has been submitted. 

 

If you are pairing this trigger with any action that accepts a file (such as Web Central Document Center, Laserfiche, or SeeClickFix) the submission event file will be automatically moved to the document repository.

 

Setup Instructions

  1. If needed, add CivicOptimize Credentials
  2. Create a Simple Integration or an Advanced Integration with CivicOptimize
    Civicoptimize integration example.
    Note: The available fields will differ depending on the Action selected. Learn more about the Integration Options.
    • Environment: Enter the environment number for your CivicOptimize account. You can find this number at the end of the URL for your account while in the Forms tab. Environment number.
    • Form: Choose a form that will trigger the integration
    • Filter: Choose what type of submission will cause the integration to trigger
      • Draft: All submission drafts will trigger the integration
      • Submission: Only submitted items will trigger the integration

 

Integration Use Cases

 

Supporting Articles

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