Setting up SafeBase Integration

Updated by Security@Dreamdata.io

Prerequisites:

  • A Safebase account with "All Access" tier.
  • A Zapier account with Pro subscription.

Create a Zapier Webhook

  1. Create a new Zap
  2. Click on Trigger and pick Webhooks by Zapier
  3. Once you have your new Zap, Under Event, Choose "Catch Hook"
  4. Click Next, and next again on the Trigger tab, we need to get to the Test tab in order receive our webhook URL. COPY IT!
  5. Now Proceed to your Safebase account.

Setup Safebase Webhook

We need to enable the Webhook within your Safebase account.

  1. Go to Settings > Integrations
  2. Enable Webhooks.
  3. Click on the Gear icon next to Disconnect.
  4. Click +Add Endpoint
  5. Paste your Zapier Webhook URL, choose any events you want to send to Dreamdata, and click Create.
    1. We highly recommend:
      1. portal.viewed
      2. accessRequest.requested
      3. portal.file.viewed
      4. portal.file.downloaded
  6. Once we have this configured you are ready for the next step.
  7. Lets head back to Zapier

Setup Import Events Data Google Sheet.

Follow the instructions how to set up initial Google Sheet (or just copy the file template)
Remember to share the google sheet with google-sheets@dreamdata.io !!!

Connect Zapier to Google Sheet

  1. Back in Zapier, and on your new Zap, Click Action
  2. Choose Google Sheets and on the right side, under Event, pick Create Spreadsheet Row and Continue
  3. Connect Zapier to your Google Workspace account. Click Continue
  4. Follow the Guide under Action to:
    1. Connect to your copy of the Import Events Spreadsheet.
    2. Populate the form with the matching fields.
    3. Click Continue and Test the results.
  5. You should have a result in your google sheet now. Click Publish in Zapier.

Add spreadsheet in the dreamdata portal

From within the Dreamdata App:

  1. In the left hand side menu, choose Data Platform > Sources
  2. Click Import Event Data
  3. Copy the Link to your Google Sheet.
  4. Paste into the Dreamdata App and click Upload Link.
  5. After 24 hours, you should start receiving new events in the Customer Journey dashboard.

How did we do?