Create a Capture Request Action
Why would I use this?
This action allows you to create a Capture Request. Capture Requests send a message via email and text to a specified address/phone so that a user is prompted to capture a structure through Hover. To learn more about Capture Requests, what they are, and how they function, see here.
Prerequisites
To use the Send Capture Request Action you must have access to at least the following data:
- Sender Email
- Capturing User Name
- Capturing User Email
- Location
This data will likely come from a complimentary trigger or action which makes this data accessible, such as pairing with the New Submission Trigger from Jotform.
Example Action from this Zap
When run successfully this Zap will send a Capture request to a User, and return the following data:
{
"id": "1875872",
"capturing_user_name": "InLin Tuan",
"capturing_user_phone": "(402) 214-8827",
"capturing_user_email": "[email protected]",
"capturing_user_id": null,
"requesting_user_id": "135507",
"identifier": "UEd_NA",
"claim_number": null,
"state": "new",
"signup_type": "homeowner",
"job_attributes": {
"name": "InLin Tuan ",
"location_line_1": "5332 Hollywood rd",
"location_line_2": null,
"location_city": "Edina",
"location_region": "Mn",
"location_postal_code": "55436",
"external_identifier": null,
"deliverable_id": "7",
"client_identifier": "ced98d1b-f078-4257-a28c-55a3d105be8a"
},
"captured_user_id": null,
"pending_job_id": "12184485",
"requesting_user": {
"name": "Josh Sterling",
"email": "[email protected]",
"org": {
"id": "100093",
"name": "Sterling Concepts ",
"preferences": {
"external_identifier_label": "Lead Number",
"external_identifier_required": "false"
}
}
},
"org_id": "100093",
"wallet": {
"id": "100004",
"org": {
"customer_display_name": "Sterling Concepts "
}
},
"connect_url": "https://hover.to/api/v2/capture_requests/UEd_NA"
}
Set up
To use the Send Capture Request Action you must have access to at least the following data:
- Sender Email
- Capturing User Name
- Capturing User Email
- Location (Line 1)
Additional data can be included in the request, outlined below.
- signup_type
- suppress_email
- current_user_email
- capturing_user_name
- capturing_user_email
- capturing_user_phone
- name
- location_city
- location_region
- location_postal_code
- deliverable_id
- wallet_id
- location_line_2
This additional data will be populated into the resultant job.
- In the Action tab populate the data for the required (*) fields.
-
The Sender field will be the one email you desire all Capture Requests to be sent from.
-
The Capturing User Name, Capturing User Email, and Location should populate from the complimentary Zap, you can achieve this by selecting a data pill from the drop down on this field, see below for example.
- Apply this concept to all fields you wish to leverage, basing on wether the data is static, or will need to come from the complimentary Zap.
Updated 5 months ago