Integrately

Learn how to integrate Optinly with your Integrately account.

How to integrate Optinly with your Integrately account?

In this document, you will learn how to integrate Optinly with your Integrately account. Read and follow the below-mentioned steps to do so.

Here are a few things you should know before you start.

• It is best when you integrate with Integrately before you save & set your Optinly campaign live.

• You can find the integrations tab on the left side of your application dashboard.

When you click the Integrately API icon from your dashboard, you get the integration launch window as shown in the screenshot below.

Head to your Integrately dashboard.

You’ll automatically be taken to the new integration window if you are using Integrately for the first time. If not, click “My Automation” on the lower-left corner of your screen. You’ll be able to see the “Create New Automation” option on the top right corner of your screen.

Search for Webhooks in the field space provided. And click on the same to proceed.

You’ll be asked to add additional applications/ESPs you want to integrate along with the webhook. When you’re done choosing the integrations, head to the second step.

Integrately will show you what possible options you can carry out with the selected application. You can choose from the multiple options.

Click the “Power” logo to create your automation. Integrately displays the below shown popup to let you know that your automation is ready.

Click “Check It Now” to view your automation.

Click “Modify Conditions & Actions” to head to the automation builder.

Once you head to the Automation Builder, you’ll be able to modify the conditions and actions of your created automation.

Click “Add Connection” to view your webhook URL.

Copy the webhook URL and head back to Optinly.

Paste it in the field box provided and proceed.

You’ll see that Integrately has been successfully integrated with Optinly now.