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CivicOptimize and SeeClickFix Integration

  • Updated:

This article walks through how to set up an integration between Process Automation and Digital Services (formerly CivicOptimize) and SeeClickFix so that when a specified form is submitted, a request will be created in SeeClickFix. 

 

Prerequisite

  1. Set up your Process Automation (CivicOptimize) and SeeClickFix credentials. 

 

 

Instructions

  1. Sign in to your site
  2. Navigate to the Integrations tab
    Integrations menu.
  3. Select + New Integration
    New integration button.
  4. Click the Simple integration card
    Simple integration card.
  5. Add a Short Description for the integration
    Short description field.
  6. Select CivicOptimize as the Trigger and SeeClickFix as the Action
    Trigger and action dropdowns.
  7. Select the Applications for the trigger and action
    Applications dropdowns.
  8. Select the applicable Credentials for each application
    Credentials dropdowns.
  9. Enter the Environment number for your CivicOptimize site
    Environment field.
    • You can find this number at the end of the URL for your CivicOptimize account. 
      Environment number in URL.
  10. Choose the Form that will trigger the integration and send its submission data to SeeClickFix
    Form dropdown.
    Note: You can type a form name into the box so you don't have to scroll through the list.
  11. Choose Request as the Type and select the SeeClickFix Category you would like to add the request to
    Request and category fields.
  12. Filter the integration to be for a Draft or form Submission in CivicOptimize and set the Action as Create
    Filter and action fields.
  13. Click Next
    Next button.
  14. Map fields from CivicOptimize to SeeClickFix as needed by dragging and dropping the tiles or typing directly into the field
    Map fields.
  15. Click Next
    Next step.
  16. View an Overview and Test Instructions for your integration and click Save
    Save button.
  17. Enable your integration using the toggle under the Status column
    Enable integration toggle.
  18. The integration will now send CivicOptimize form submission data to SeeClickFix
    • CivicOptimize Form Submission:
      Example form submission.
    • SeeClickFix Request:
      Example SCF request.

 

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