{"id":2863,"date":"2025-08-08T08:20:53","date_gmt":"2025-08-08T08:20:53","guid":{"rendered":"https:\/\/contentsnare.com\/help\/?post_type=ht_kb&#038;p=2863"},"modified":"2025-09-12T05:35:59","modified_gmt":"2025-09-12T05:35:59","slug":"integration-actions","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/integration-actions\/","title":{"rendered":"Integration actions"},"content":{"rendered":"\n<p>Integration actions can automatically add or update details in other apps, like your CRM.&nbsp;<\/p>\n\n\n\n<p>Currently, this feature is available only to add new clients to Xero Practice Manager (XPM), but will be expanded in the future.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: First, make sure you\u2019ve enabled the XPM integration in your Content Snare account. Check out this article if you\u2019re not sure how to do that: <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/xpm\/#how-the-xpm-integration-works\">How to Integrate Xero Practice Manager (XPM) with Content Snare<\/a>.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Creating new clients in XPM with Content Snare\" src=\"https:\/\/player.vimeo.com\/video\/1113116184?dnt=1&amp;app_id=122963\" width=\"1200\" height=\"676\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>First, choose when each action should be run by opening Settings -&gt; Integrations -&gt; Applications and clicking <strong>Configure<\/strong> on the integration you want to edit.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"494\" height=\"336\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed.png\" alt=\"\" class=\"wp-image-2864\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed.png 494w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed-300x204.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed-50x34.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed-60x41.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed-100x68.png 100w\" sizes=\"auto, (max-width: 494px) 100vw, 494px\" \/><\/figure>\n\n\n\n<p>By default, actions are set to run <strong>Only when manually triggered<\/strong>. You can also run integration actions as soon as the request is completed or disable the feature.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Mapping fields to integrations<\/h2>\n\n\n\n<p>Next, you need to instruct which Content Snare fields will be sent to the integration.<\/p>\n\n\n\n<p>There are two parts to this:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Enable the action on a Section or Page<\/li>\n\n\n\n<li>Map the fields you want to send to the integration<\/li>\n<\/ol>\n\n\n\n<p>Let&#8217;s illustrate this with an example.<\/p>\n\n\n\n<p>Imagine you are adding a new client to your CRM. The action would be <strong>Create new client<\/strong>.&nbsp; We would want to send several fields to the CRM, like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Name<\/li>\n\n\n\n<li>Email<\/li>\n\n\n\n<li>Company<\/li>\n\n\n\n<li>Phone<\/li>\n\n\n\n<li>Etc<\/li>\n<\/ul>\n\n\n\n<p>You would:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create a Page or Section<\/li>\n\n\n\n<li>Set that Section to <strong>Create new client&nbsp;<\/strong><\/li>\n\n\n\n<li>Map fields from that Section to your CRM<\/li>\n<\/ol>\n\n\n\n<p>Bear in mind that repeated sections will create multiple clients. The screenshot below shows how you would set a section to create a new client in your CRM:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"505\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed1-1024x505.png\" alt=\"\" class=\"wp-image-2865\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed1-1024x505.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed1-300x148.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed1-768x378.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed1-50x25.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed1-60x30.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed1-100x49.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed1.png 1027w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Now you can create new fields (e.g. \u201cName\u201d) and activate the integration action for each. Then, link each field to the corresponding XPM field.&nbsp;<\/p>\n\n\n\n<p>For example, link \u201cName\u201d to the \u201cClient Name\u201d in XPM:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1022\" height=\"300\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed2.png\" alt=\"\" class=\"wp-image-2866\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed2.png 1022w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed2-300x88.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed2-768x225.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed2-50x15.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed2-60x18.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed2-100x29.png 100w\" sizes=\"auto, (max-width: 1022px) 100vw, 1022px\" \/><\/figure>\n\n\n\n<p><strong>Pro tip<\/strong>: Take a moment to double-check that your fields line up correctly with XPM:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"290\" height=\"306\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/08\/mapping.png\" alt=\"\" class=\"wp-image-2886\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/08\/mapping.png 290w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/08\/mapping-284x300.png 284w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/08\/mapping-47x50.png 47w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/08\/mapping-57x60.png 57w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/08\/mapping-95x100.png 95w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Running the actions<\/h2>\n\n\n\n<p>If you enable the option to run actions when a request is completed, they will run automatically when you mark a request complete.&nbsp;<\/p>\n\n\n\n<p>If you would prefer to run them manually, you can do so in the menu for a request, as shown below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"801\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed3.png\" alt=\"\" class=\"wp-image-2867\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed3.png 962w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed3-300x250.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed3-768x639.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed3-50x42.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed3-60x50.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed3-100x83.png 100w\" sizes=\"auto, (max-width: 962px) 100vw, 962px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Notes<\/h2>\n\n\n\n<p>If a request has integration actions enabled, you will see this icon displayed on the dashboard:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"572\" height=\"711\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed4.png\" alt=\"\" class=\"wp-image-2868\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed4.png 572w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed4-241x300.png 241w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed4-40x50.png 40w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed4-48x60.png 48w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/07\/unnamed4-80x100.png 80w\" sizes=\"auto, (max-width: 572px) 100vw, 572px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: You can save requests with integration actions as templates to reuse them quickly. When you apply the template in the future, all integration settings will remain intact.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Next steps<\/strong>:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/fyi\/\">How to Integrate FYI with Content Snare<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Integration actions can automatically add or update details in other apps, like your CRM.&nbsp; Currently, this feature is available only to add new clients to Xero Practice Manager (XPM), but will be expanded in the future. Note: First, make sure you\u2019ve enabled the XPM integration in your Content Snare account&#8230;.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1040],"ht-kb-tag":[],"class_list":["post-2863","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integrations"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2863","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2863"}],"version-history":[{"count":7,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2863\/revisions"}],"predecessor-version":[{"id":2893,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2863\/revisions\/2893"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2863"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2863"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2863"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}