This article will show you how to set up an integration between your Process Automation and Digital Services (formerly CivicOptimize) and Web Central products. When a specified form is submitted, the attached data will be transmitted to the specified Web Central Document Center folder.
Prerequisites
- Set up your Web Central and Process Automation (CivicOptimize) credentials.
- Make sure the applicable Web Central Document Center folder is set to Update Integration Hub.
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 CivicOptimize as the Trigger and CivicEngage Central as the Action
- Select the Applications for the trigger and action
- Select the applicable Credentials for each application
- Enter the Environment number for your CivicOptimize site
- You can find this number at the end of the URL for your account.
- You can find this number at the end of the URL for your account.
- Choose the Form that will trigger the integration and send its submission data to the Document Center
Note: You can type a form name into the box so you don't have to scroll through the list. - Select Document Center as the Module and choose the Folder in Web Central that the submission data should be added to
- Filter the integration to be for a Draft or form Submission in CivicOptimize and set the Action as Create
- Click Next
- Map fields from CivicOptimize to Web Central as needed by dragging and dropping the tiles or typing directly into the field
Note: Required fields in the Document Center are Display Name and File Name. Learn more about how field mapping looks in Web Central. - Click Next
-
View an Overview and Test Instructions for your integration and click Save
- Enable your integration using the toggle under the Status column
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The integration will now send form submission data to the Web Central Document Center
- CivicOptimize Submission:
- Web Central Document Center Folder:
- CivicOptimize Submission:
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