Integrations

Community is an important part of your service Tech stack. Lets push it further.

  • 45 Topics
  • 122 Replies

45 Topics

ddpancratz
Total Rock Star
ddpancratzTotal Rock Star
asked in: Integrations

Updating User Emails: What's the impact on the Salesforce Integration?

The Salesforce integration matches users to contacts / community member objects based on email address. I have a common use case for updating user profiles with new email addresses after they have switched companies. Often they have created a duplicate user profile with their new email and they reach out asking if they can update their old one, so that all their points, badges, status, etc are tied to their new email. Here’s what it looks like with the Salesforce integrationUser A Email A (original email address) Salesforce record A is matched based on email A User B Email B (new email address) Salesforce record B is matched based on email B Here’s my question: When I update the emails to switch which user they belong to, does the Salesforce integration still write to the same record, or does it re-match to the the record with the correct email? Updated User A Email B (new email address) Salesforce record ??? is matched and gets the new activity written to it Updated User B Email

1
ddpancratz
Total Rock Star
2 months ago
A
amasicaGetting inSpired
asked in: Integrations

Salesforce reporting issues

Hi there - I needed to set up a custom report type in Salesforce to use the Insided data, but now all I see when trying to reporting on Community Member Activities is “Visited Community”. No topics, posts, comments, etc. Did I set something up wrong? How do you have your reporting set up for it to work properly? On the backend in the custom report type I have Accounts → Contacts → Community Member Activities. Thank you in advanced!

3
arminfpop
Gainster
2 months ago
B
Benjamin KochsGetting inSpired
asked in: Integrations

Bug in search-API?

Hello,I think I found a bug in the API:The callhttps://api2-eu-west-1.insided.com/search?q=searchtermreturns me a json with search results.The call with the search word "performance" returns an html page Error 502 - Bad Gateway:https://api2-eu-west-1.insided.com/search?q=performanceI would also like to be able to search for the word "performance".  

2
B
2 months ago
P
ProseGetting inSpired
posted in Integrations

Gainsight Integration vs Salesforce Integration

Hi everyone, our team is looking to make community data available outside of GainSight Digital Hub by syncing it to either Salesforce or GainSight. This is the primary use case, but we are also interested in exploring the other benefits that come with integrating the community with these systems. Does anyone else have experience with either of these integrations?What was the implementation process like? What are the pros and cons you’ve experience post implementation? Specific to your ability to report on community data outside of the GainSight Digital Hub platform would help greatly. Thank you!

0
P
2 months ago
M
mbuuck1Getting inSpired
asked in: Integrations

Fetch Users by Segment with API

Hi! I’ve read in this API documentation that it is possible to fetch a list of users through a certain field. Is User Segment one of these fields? My use case is that we want to use our emailing tool (Marketo) to send email campaigns, but would need Digital Hub’s ability to configure the necessary segments. Would be open to another way of going about this if there’s a better alternative!

2
M
2 months ago
D
DejaGetting inSpired
asked in: Integrations

Salesforce and Gainsight Digital Hub documentation

Hi, I have found some helpful resources on how to set up Salesforce integration with Digital Hub. However, our Business Operation team is looking for detailed documentation for this integration. Specifically, about what information is being pulled from Salesforce (objects, fields, etc.).Has anyone found the documentation for this either on Gainsight or Salesforce? I have not been able to find this. 

1
Oliver Marriott
Gainster
2 months ago
R
RonenGetting started
asked in: Integrations

OKTA SSO

Hi,We've been testing the OKTA SSO integration on the sandbox environment.Is the SSO expected to be directed to the Community part, not the administrative?SSO Directed me to here - https://company-id-community.insided.com/   Administrative URL is - https://company-id-sandbox.insided.com/ Thanks, Ronen.

4
R
3 months ago
ryanne.perry
inSpires others
ryanne.perryinSpires others
asked in: Integrations

Does anyone integrate with or utilize workflows with Tray.io?

We are currently in the process of migrating all of our workflows into Tray.io (as a company mandate) and looking for any examples, best practices, or ideas on how you went about utilzing Tray.io

0
ryanne.perry
inSpires others
3 months ago
D
DejaGetting inSpired
asked in: Integrations

Zendesk integration agent email

Hi, For the Zendesk instructions I'm not clear on the Agent email details. It asks me for set up to add my email address.If I enter my email address for the agent email, it says that my email is used as the submitter instead of the customer.How can the support team be able to identify the actual end-user/customer with the issue on the Zendesk side?  

1
Oliver Marriott
Gainster
3 months ago
D
DejaGetting inSpired
asked in: Integrations

Using the Zendesk Ticket integration, does it automatically connect the user profile to the Zendesk account?

Hi, I found this post which was super helpful  However, I am trying to see once the moderator pushes the topic to Zendesk, does it automatically connect the user profile to their account or will support need to manually connect it in Zendesk?Backstory, I am trying to put together a support team workflow plan for my team when tickets are pushed to Zendesk using the ticket integration from community posts. 

1
leo-inspired
Gainster
4 months ago
L
LMilesGetting started
asked in: Integrations

Technical Documentation Authoring

Does InSided integrate with any authoring tools, such as MadCap Flare? 

1
Alistair FIeld
Head of Community
4 months ago
N
nateilerGetting inSpired
asked in: Integrations

Webhooks for Product Update object

I would like webhook events for created, liked, replied, reply liked for the Product Update object.  I discovered that the Zapier integration utilizes ‘integration.TopicCreated’ webhook which would also work, but I’m not sure if that webhook could be utilized outside of the Zapier app. Any insights would be helpful!

2
ddpancratz
Total Rock Star
4 months ago
P
parveensGetting started
asked in: Integrations

REST API for retrieving user groups and articles

For integration, we need to retrieve user groups and the articles within those groups using a REST API. However, I'm currently unable to locate the necessary APIs for this purpose. Is there an alternative method or a different REST API that can be utilized to accomplish the desired outcome?

1
Oliver Marriott
Gainster
4 months ago
ddpancratz
Total Rock Star
ddpancratzTotal Rock Star
posted in Integrations

Zapier Tip: Use Text Ends With for Filtering Updated Topic Moderator Tags

If you’re building a Zapier automation using the “Updated Topic Moderator Tags” trigger, you are likely filtering those moderator tags in a subsequent step. A lesson I’ve learned in using Moderator Tags frequently (both for custom reporting and automation purposes) is to be intentional with how you filter the text of those moderator tags. Almost always, new moderator tags are appended to the end of existing moderator tags. I have found that when you want to trigger an action based on moderator tags, it is best to use the filter for for (Text) Ends With) and to avoid using (Text) Contains. If you use contains, then you will sometimes accidentally trigger that automation when you’re adding another moderator tag for a different use case. Here’s a specific example: I use 3 different tags (nude0, nudge1, nudge2) to automate replies on topics when I want to “nudge” the author to provide an update or mark the answer (typically this happens a week after no activity, which is after the system e

5
ddpancratz
Total Rock Star
5 months ago
P
parveensGetting started
asked in: Integrations

REST API to fetch the permissions and roles assigned to Category

Tried to retrieve information regarding the permissions and roles associated with a category using a REST API. However, the API is not providing any details on this matter. Is there an alternative approach or another REST API available that can be used to obtain this information? I am seeking a solution to gather the permissions and roles associated with a category via a REST API.  

1
Manon
Gainster
5 months ago
R
rucReady to inSpire others
asked in: Integrations

User accounts (same Email address) authenticating via 2 different SSO options

Hi - A quick question around how the Insided platform would handle below scenario specifically around user accounts:Context: We need to create 2 SSO login options/buttons (SAML2 for our customers and Open ID for our employees) on the login page of our private community and the associated backend SSO integrations. We will NOT pass username in the SSO profile data (only id, email and custom roles)  as we want our users to create a username when they login first time.Scenario: Employee1 (with email employee1@test.com) logs in via Open ID sets a username, etc and interact with community. And then during their second or future visit they login using SAML2. Questions: Given that the email is still the same employee1@test.com what will the user experience be when they login using SAML2 (will they be allowed to login or will it reject due to duplicate email) If the user (Employee1) is allowed to login via SAML2 will the insided platfrom create 2 separate accounts with same username or will the

1
Oliver Marriott
Gainster
5 months ago
ddpancratz
Total Rock Star
ddpancratzTotal Rock Star
asked in: Integrations

Updating Contacts with Salesforce Integration

If an email address on an existing Community user record gets updated, will it sync to the matching email address in Salesforce? Here’s what I want to happen: From: User123 with email ABC matched to Salesforce Contact with email ABCAction taken: Update email for User123 to email XYZTo: User123 with email XYZ matched with the new Salesforce contact with email XYZ. Does this happen automatically or are there steps that need to be taken to re-sync or re-match the user?

3
erin.brisson
inSpires others
5 months ago
R
rhallGetting inSpired
asked in: Integrations

The API documentation appears to be out of date/incorrect

Hi,I am experimenting with the API to see what information I can get from InSided using the API. I am referring to the documentation here...https://api2-us-west-2.insided.com/docs/user/#operation/fetchUsers...and have started getting results with this. However, the documentation says that an array will be returned. It isn’t an array that is returned. Records for users are numbered like this….{    "0": {        "userid": "1",        "usergroupid": "0",        "membergroupids": "",        "displaygroupid": "0",        "username": "Anthony",        "email": "no-reply+anthony@insided.com",        "posts": "5",        "deleted_posts": "0",        "options": "1024",        "autosubscribe": "1",This might seem trivial, but it makes it harder to work with if the documentation says something that is very different to what you actually get. The documentation also appears to leave a few fields out. Is there an update to this documentation somewhere?Thanks, Richard

4
R
5 months ago
R
rucReady to inSpire others
asked in: Integrations

Does SSO setting ‘Preserve manually granted Custom Roles’

Hi everyone - quick question on the SSO setting ‘Preserve manually granted Custom Roles’ on the Insided platfrom. My understanding is that this is a ‘merge’ setting and does not have a ‘persistent’ impact to role mapping.  Question1: Example:  This setting is enabled  and say community manager assigns role ‘XYZ’ manually to a user and the same user is assigned ‘ABC,123’ roles through SSO they end up with a merge of the 3 roles  i.e. XYZ,ABC,123? Question2: Further say we remove the role ‘ABC’ from our Identity Provider (SSO backend) and the same user logs in next time they should only get manually assigned ‘XYZ’+ sso provided role ‘123’. Correct? Or will the platfrom persist the previously SSO assigned role ‘ABC’ for this user?Question3: With this setting disabled: All manually assigned Role are overwritten and only SSO assigned roles will be assigned to user after a successful SSO login. Have a good weekend!  

2
R
5 months ago
SMB
inSpires others
SMBinSpires others
asked in: Integrations

Community to GS data

HiIs there a comprehensive list of all the data points that are included in the Community / Gainsight integration? Thanks

3
anirbandutta
Gainster
6 months ago
B
Benjamin KochsGetting inSpired
asked in: Integrations

improve Rest-API /search

I use the REST endpoint /search to get a list of articles for certain keywords. There are a few categories that I don't want to search. In the endpoint I can only give a positive list of categories. To get my desired result, I first have to get a list of all categories, then filter out the unwanted ones and then specify the result as categories to be searched.This is cumbersome and not optimal for the runtime.I would like it if I could also specify a list of categories that are ignored for the search. It would also be good if I could specify the maximum number of results (I usually only need the TOP 3 or TOP 5 of the search results). And it would be optimal if I could specify in the request whether I want to have the text of the article in the result. For my usecase, I only need the category, subject and link to the article. The complete text only makes the result larger and slower. I would be happy if my suggestions were implemented.

2
B
6 months ago
Daniele
Total Rock Star
DanieleTotal Rock Star
asked in: Integrations

What info is included in the "question.Answered" webhook?

Hello inSpired Community! ❤️I’m trying to get more info about the question.Answered Webhook that can be found here on the API Documentation  What kind of info does this Webhook contain? (On a user level, post level, date level...)There are no explanations on the Documentation and I wanna learn more about it. Use case: we are transfering all our Community Analytics to Tableau and have most of the important Data points, except for “Best Answer” Data which we need to use in order to calculate peer support in our Community. However this data point is not included in the API so we’re looking into Webhooks as a workaround.Cheers!Daniele  

9
Daniele
Total Rock Star
6 months ago
Ian Ferguson
Ian FergusonFrequently inSpired
asked in: Integrations

Marketo X Zapier Integration Question

Hi allWe have successful set up one-click event registration using the Marketo X Insided ZAP.In the ZAP you can choose a Marketo LIST, which the registrants are added to.However it appears the ZAP just looks at any ‘New Attendee’ in the whole of Insided (and therefore, ANY event we have listed). Meaning, I cannot have 2 events listed at the same time as registrants for both events would be added to same Marketo List.Have I missed something?Is this the expected behaviour? If so, could it be raised as an urgent improvement?Thank you! CC ​​​@Julian 

3
Julian
Gainster
7 months ago
ddpancratz
Total Rock Star
ddpancratzTotal Rock Star
posted in Integrations

Zapier / HTML Tip: How to mention a user using HTML

If you want to use the @ mention functionality for linking a user name to a user profile, which includes the nice pop up modal when you hover over a user name, and (I assume) triggers the system email for when users are mentioned in a topic…Here’s how you can do that via HTML:<user-mention data-id="user id number goes here"> text you want linked (probably their user name) goes here </user-mention> My use case for this is automating replies with Zapier (there’s a “Create Reply” action that you can format with HTML). I want to @mention users in the automated reply, similar to how I might if I drafted the reply myself. There are potentially other use cases where you might 

2
ddpancratz
Total Rock Star
8 months ago
logicalhare
logicalhareReady to inSpire others
asked in: Integrations

Is it possible to disable the idea type for specific community categories?

I’d like to disable the Ideas option for my community categories without disabling the Idea module entirely. Is this possible? I’d like to limit the types of options most community categories provide users to just questions or conversations. We don’t allow users to submit ideas directly through Insided so this is why we want to disable this option, but we do have an integration that credits users with ideas from an external system.  

2
logicalhare
10 months ago

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