When you create IT processes in Process Street, ITGlue can automatically trigger checklists and assign them to your team. This serves as both a reminder and a foolproof process for executing tasks that will help reduce human error in your business.
- A company wants to use ITGlue to manage their development notifications including SSL certificate expirations
- The company wants to run a checklist when the SSL certificate expires to make sure the task is done properly
- We will get a catch webhook from ITGlue that sends a notification when the SSL certificate is near expiry
- We will configure this webhook inside Zapier
- We launch a checklist when the notification triggers
- We will assign the checklist to a member of your engineering team
Let’s look at how we can do this.
How to run a Process Street checklist from ITGlue
Zapier is an integration platform that connects over 750 different apps and services. Any action in any of the supported apps (like tagging a note, forwarding an email, or sending an attachment) can trigger in another app automatically. Zapier has a Process Street integration, and ITGlue notifications are sent through webhooks, which are also supported in Zapier. The whole ‘recipe’ sequence is known as a zap.
In this article, we’ll be walking you through how to set up a zap that links ITGlue and Process Street.
You’ll need to first enable notifications for your desired triggers in ITGlue. Notifications are supported for:
- Domain expiration
- SSL expiration
- Configuration expiration (warranty)
- Flexible asset expiration
- Document published
- Password updated
For this example, we’ll use SSL expiration because it works well to explain how Process Street can work well with ITGlue.
First, we’re going to grab your catch webhook URL from Zapier
Choose your trigger as ‘Webhooks by Zapier’ and set it to Catch Hook:
Click ‘Save + Continue’, then again, leaving the box on the following page blank:
On the next step, you’ll find your catch URL. Copy it to your clipboard:
Next, add the webhook to your ITGlue notification
Now go to your notification in ITGlue, and click ‘edit actions’.
If you don’t already have a notification set up, read how to here. Then, follow these instructions from ITGlue on how to add your webhook:
Name: Enter a descriptive name for the action (e.g. create a Process Street checklist).
Dispatch: Choose Webhook.
Webhook URL: Enter the webhook URL copied from Zapier.
JSON Payload: Enter the key and value pair. (For example, the key text and for the value, something like [resource_name] has been updated in [organization_name] [resource_url].)
Save your changes, and you’re done with the ITGlue setup and ready to go back to Zapier.
Set up the ‘Create Checklist’ action in Zapier
To connect Process Street to Zapier, you’ll need an API key. You can generate an API key by clicking here, or by going to the Settings & API tab in your Process Street organization.
When your ITGlue webhook receives a notification, Zapier picks that up and triggers a Process Street checklist. Click save, and move onto the template.
If you don’t already have a process for SSL certificate renewal, you can use this one!
With that in your Process Street account, you can now configure the next step to run a checklist from that specific template when the webhook is notified:
Feel free to name the checklist whatever you want, but it’s good practice to pull in the date from step 1 so in the future you can easily see when the checklist was triggered.
You can also add users to the checklist so it notifies whoever is responsible and adds a task to their inbox.
To finish up, make sure Zapier is fully able to test both steps, and that you’re able to trigger a checklist in Process Street by testing the notification.
Make 100% sure that the integration is working by checking your zap logs inside Zapier. You wouldn’t want to miss out on your SSL renewal.