An interesting use case in which you can use the "Incoming webhooks" trigger of Thrive Automator is for when someone books an appointment on a third party platform, and gets access to one of your Thrive Apprentice courses.
In this article I will be showing you how to achieve this using the Amelia booking plugin and Thrive Automator.
So the basic idea behind this is as it follows: someone makes an appointment in Amelia to a SEO seminar. When the booking is registered as completed in the system, that person will automatically get access to my Thrive Apprentice SEO course, without having to take additional steps.
This is something that can be easily set up in Thrive Automator, with the help of an incoming webhook that pulls data from Amelia and uses it for creating a new user in WordPress, who, in return, gets access to a Thrive Apprentice product.
Through this webhook, Amelia is sharing data with your website, and you are able to create smart automations that help you save time.
Here's the process detailed step by step:
1.Create the Thrive Apprentice Product
Create and publish your Thrive Apprentice course:
Then, make sure you create a product based on this course:
If you need help with setting this up, you can go through this guide from our knowledge base:
Then, once your course is ready and published, you can move on to setting up your Amelia booking details.
2.Set up a Booking in Amelia
Prior to setting up the booking, you need to install Amelia on your website. Also, make sure you have at least one employee and one service set up.
You can find the steps for the quickest configuration in the "Getting started" section.
Then, use the [ameliabooking] shortcode anywhere on your website, in order to display the main booking wizard.
I've opened a simple page with Thrive Architect, added a "Text" element to it and then pasted the shortcode there:
This is how it looks on the front end:
This is the page that can be used by anyone who want to book an appointment created through Amelia.
3.Create the Automation in Thrive Automator
This step will require you to use three tabs, alternatively. You will first need the Thrive Automator dashboard tab, then the Amelia settings dashboard and in parallel you will have to submit an appointment through this plugin (ideally in a private window).
In Thrive Automator create a new automation:
Choose the 'Incoming webhook' start trigger
Set the "Incoming webhook" as your start trigger:
Copy the webhook URL:
Swipe over to the "Settings" section of the Amelia plugin, from the WordPress navigation bar:
Here, look for the "Integrations" section and access it:
This will trigger a panel on the right hand side of the screen, where you can look for the "Web Hooks" tab and add a new one:
Fill in the fields as it follows:
In the first field add a name, and then in the second one paste the incoming webhook URL copied from Thrive Automator. Set the type to "Appointment" and the action targeted by the listener is "Booking Completed".
Save your changes and then open the appointment page in a private window. The reason for doing that is because we need to book an actual appointment so that Thrive Automator can catch the hook:
As soon as you complete the appointment, swipe over to Thrive Automator and start the webhook listener:
If the event was successfully queued up, you'll get this list of mapped fields, already filled in:
When you get to this stage, look for the e-mail field to see how it's mapped. As you can see in the below example. Mine was set to "Text" by default, but the correct mapping should show "Email":
The email field is one of the most important ones, so make sure it's always set to "Email":
Add another action - Find or create user
The next step in the process is to add a new action in the form of "Find or create user". For that, click on the "WordPress" card:
And select the "Find or create user" action:
For this action, you will have to choose the role to be granted to the user, and you can also map out the first and last name:
Then click on "Done" and proceed to adding a new action:
One of the main goals of this automation is to make sure that all users get access to a Thrive Apprentice product. So, by choosing the "Find or create user" action, I am making of the following things:
all pre-existing users that made an appointment through Amelia booking, will be found in the system, and receive access to my product
all new visitors that make an appointment will automatically have an account created on my website, and in return, receive access to my Thrive Apprentice product.
So only those visitors who fill out the details for a booking and successfully submit it will trigger this automation and in return they will become users of my website and be granted access to products from Thrive Apprentice.
Choose the next action - Grant access to product
Pick the "Grant access to product" as your next action, located under the "Apprentice" card:
And filter out the product to which you want to grant access to:
The only thing left to do now is save and publish your automation.
With the help of the above mentioned steps, you can automatically collect data from Amelia and trigger an action on your website with the help of Thrive Automator.
All visitors and users submitting the booking through the Amelia booking wizard will grant access to your Thrive Apprentice product, without you having to manually do that.
4.Revoke Access When User Cancels Booking
Now let's say someone decides to cancel their booking. In this scenario, it would be ideal if the previously granted access to your Thrive Apprentice product would be revoked as well.
You can automate this process too, and here's how you can do that.
Set up a New Automation in Thrive Automator
Create a new automation in Thrive Automator, with the same start trigger:
Create a New Webhook in Amelia
Access the Amelia "Integrations" section once more, and set up a new webhook in which the final action is set to "Booking Canceled":
Create a test user on your website, book an appointment through Amelia and then log into the WordPress account and cancel it:
This dashboard should be easily found in the WordPress account of the test user, under the "Appointments" tab of the plugin:
As soon as you cancel the booking, start the listener in your Thrive Automator. This will pull in the data once more, and you can proceed with setting up the remaining details of the automation.
For the final action of the automation, use the "Remove access from product" action:
Before proceeding to adding the last two actions (as showcased above), don't forget to correctly map the email field just as described here.
Add two more actions to your automation: one for the "Subscriber" role and one in which you remove the access from the product.
By doing this, the automation will identify the users who meet this criteria (and have the subscriber role), and will also filter out the Thrive Apprentice product and revoke their access.
Then save and publish your automation. The users who are now canceling their appointment, will automatically trigger it.
You can check the logs from Thrive Automator, to see how the two automations work. When the first one is successful, and access is granted you will see this notification:
And when someone cancels the booking and the second automation is successfully executed, you'll see this log:
On the front end, anyone who cancels the booking, will not be able to access the Thrive Apprentice course anymore:
We have other tutorials of this type, if you want to learn more about the incoming webhooks from Thrive Automator:
I hope you found this tutorial useful. Don't hesitate to rate it with a smile if that was the case.
Lastly, our knowledge base is one click away if you want to learn more about our products.