[Exercise] Task automation with Integromat connector

[xiao8579]

Description

Starting with ArcGIS QuickCapture 1.5, webhooks can be set up and activated when a record is submitted. For example, after successful submission of a record to the feature layer, the webhook could be called and trigger another action, such as sending a notification email, appending the survey content to a spreadsheet, and sending an alert.

Steps

Create a QuickCapture project

To add a webhook, you will need to create a project or have an existing QuickCapture project under your ArcGIS Online account.

Set up a webhook in Integromat

Your workplace may have its own webhook provider, but a wide variety of third-party workflow services are available, such as Integromat, Microsoft Power Automate, Zapier, and tray.io. All of these can be used to incorporate QuickCapture as a trigger for a greater automated process.

1. Sign up for a free account in Integromat, if you already have an account, sign in to Integromat https://www.integromat.com/en/login
2. Create a new scenario after you signed in.
3. Search and select QuickCapture module and click Continue.
4. Click on QuickCapture module and select the Watch Project action. This action is triggered each time a data record is submitted from the linked QuickCapture project.
5. Click Add to link your ArcGIS online account, name your webhook, specify an existing QuickCapture project, as well as the feature layer that is going to integrate with this webhook.
6. When you are done, click Save to generate and save the webhook connection. Now a webhook URL that's designated for the specified QuickCapture project is generated. Click OK to confirm and close the dialog.
7. Add another module to continue.
8. Search for and select Office 365 Email/Or any other email clients that you use.
9. Select the Create and send a message action.
10. Connect to your email account, and specify fill out the information for the dialog. Click OK to save the inforamtion.
11. Optionally, if your QuickCapture project support to take photos, you can attach the captured photo in your email too. See exercise Webhook: capture a photo and send it as an email attachment for steps.
12. Run your scenario and test from the QuickCapture by sending a record.
13. When you're happy with the testing results, in Intergromat scenario settings, you can keep the webhook scenario running/active or schedule when or how often the scenario stays active.

Collect and send records from the QuickCapture app

1. Save and download the QuickCapture project (with webhook configuration) to your mobile device.
2. If you already download the QuickCapture, you should see an update message on the project card. Go ahead and update the project.
3. Collect and Send the collected records.
4. Check your email inbox and see if submission triggers a new message successfully.

(Optional) Configure webhooks in Designer

Once you are done with the scenario in Integromat, open the selected project in Designer, the webhook should be automatically added already.

You can also modify webhook settings in QuickCapture Designer -> Settings -> Webhooks.

• Name—The name of the webhook (unique within the project).
• Target feature layer—Select a single feature layer. The payload will be sent to the configured webhook URL each time a record is submitted to this layer.
• Webhook URL—Where the project information will be sent. This needs to be provided by an external webhook provider.
• Event data—Choose what information will be included in the payload, including project details, information of the user, portal and submitted record, and response from the server.
• Status—Turn the status button on or off determines whether this webhook will be enabled when the project is saved.

[xiao8579]

Updates in 1.8

Target feature layer— Added Polyline and Polygon support in webhooks. The payload will be sent to the configured webhook URL each time a record is submitted to the feature layer.