-
Notifications
You must be signed in to change notification settings - Fork 395
Added recipe pages for destination integrations with Extensible Webhooks [DOC-1108] #7687
New issue
Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.
By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.
Already on GitHub? Sign in to your account
Merged
Merged
Changes from 2 commits
Commits
Show all changes
16 commits
Select commit
Hold shift + click to select a range
0d8bbf6
Added recipe pages for destination integrations with Extensible Webhooks
sade-wusi af8f488
whitespace [netlify-build]
sade-wusi f085b97
comma added
sade-wusi 9d9a931
e.g. removed
sade-wusi 7e79230
casing
sade-wusi 4e7ed67
Update src/connections/destinations/catalog/actions-webhook-extensibl…
sade-wusi 6801592
capitalising API methods
sade-wusi bee7ddc
Backticked URLs, added missing links, fixed link description + fixed …
sade-wusi 8e50a76
Fixed casing, backticks around URLs and added links to Search Ads and…
sade-wusi 03e61fb
Added links for Dynamics 365 + Webhooks, added more context on creden…
sade-wusi 4750def
Backtick fix for URI
sade-wusi ba40e23
Minor rewording, link added to reddit ads + casing/ backtick fixes
sade-wusi 15fde63
Casing/ backtick fix, added Reddit ads link, minor formatting
sade-wusi 1fa73d5
minor tweaks
sade-wusi 656648e
Fixed title for 1
sade-wusi d038681
Casing for PATCH field
sade-wusi File filter
Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
There are no files selected for viewing
146 changes: 146 additions & 0 deletions
146
...estinations/catalog/actions-webhook-extensible/amazon-ads-integration-recipe.md
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,146 @@ | ||
| --- | ||
| title: Amazon Ads Audience Sync Integration Recipe | ||
|
|
||
| --- | ||
|
|
||
| This recipe will guide you through how to set up a custom destination for Amazon Ads using Twilio Segment's Extensible Webhooks feature and how to sync customer data into an Audience list. By following these steps, you can integrate your data source with Amazon Ads. | ||
|
|
||
| ## Prerequisites | ||
|
|
||
| To integrate Amazon Ads with Segment, ensure you have the following: | ||
|
|
||
| - A Segment Account: an account with the Extensible Webhooks feature enabled (private beta access). | ||
| - An Amazon Ads Account: an active account or API access to Amazon Ads. | ||
| - Authentication Credentials: the necessary credentials for authentication. These are OAuth endpoints, Client ID, Secret, Scopes. | ||
| - Data mapping information: Knowledge of the data fields required by Amazon Ads. | ||
|
|
||
| ## Getting started | ||
|
|
||
| ### 1. Set up the Extensible Webhook destination | ||
|
|
||
| To set up your destination in Segment: | ||
|
|
||
| 1. In your Segment workspace go to **Catalog** > **Destinations**. | ||
| 2. Search for Extensible Webhook and select **Add destination**. | ||
|
|
||
| ### 2. Select the data source | ||
|
|
||
| 1. Choose the source from which you want to send data to Amazon Ads. | ||
| 2. Click **Next** to proceed. | ||
|
|
||
| ### 3. Specify the instance details | ||
|
|
||
| 1. Enter a recognizable name for your webhook instance (e.g., "Segment to Amazon Integration"). | ||
sade-wusi marked this conversation as resolved.
Outdated
Show resolved
Hide resolved
|
||
| 2. (Optional) Add a brief description of the integration. | ||
|
|
||
| ### 4. Select the authentication type | ||
|
|
||
| An Amazon Client Application has to be created which requires approval. For steps on how to complete Amazon API onboarding, see the [Amazon documentation](https://advertising.amazon.com/API/docs/en-us/guides/onboarding/overview){:target="_blank"}. | ||
|
|
||
| The LwA (Login with Amazon) application that you create should have `advertising::audiences` as the scope. For Campaign management, like marking conversions, the scope should be `advertising::campaign_management`. | ||
|
|
||
| Once a LwA app has been created, you will need to add the redirect URI “https://app.segment.com/oauth-service/webhook/callback” to the list of Allowed Return URLs. For more detail on this, see the [Amazon documentation](https://advertising.amazon.com/API/docs/en-us/guides/get-started/create-authorization-grant#allow-a-return-url){:target="_blank"}. | ||
|
|
||
| Note down the Client ID and Secret, available in the Login with Amazon section on the [Amazon Developer site](https://developer.amazon.com/){:target="_blank"}. These will be used to set up authentication with Segment. | ||
|
|
||
| #### Authentication | ||
|
|
||
| To set up authentication: | ||
| 1. Select OAuth 2.0 from the list of options and select **Authorization Code**. | ||
| 2. Enter the following credential details as listed below or given in the web app: | ||
| - Client ID | ||
| - Client secret | ||
| - Authorize URL: https://www.amazon.com/ap/oa | ||
| - Token URL: https://api.amazon.com/auth/o2/token | ||
| - Refresh URL: https://api.amazon.com/auth/o2/token | ||
| - Scope: `advertising::audiences` | ||
|
|
||
| The authorization URL can be found [here](https://advertising.amazon.com/API/docs/en-us/guides/get-started/create-authorization-grant#determine-the-url-prefix-for-your-region){:target="_blank"} and the access/refresh token URL can be found [here](https://advertising.amazon.com/API/docs/en-us/guides/get-started/retrieve-access-token#call-the-authorization-url-to-request-access-and-refresh-tokens){:target="_blank"}, depending on your region. | ||
sade-wusi marked this conversation as resolved.
Outdated
Show resolved
Hide resolved
|
||
|
|
||
| 3. Once you create the destination instance, you will then be redirected to the Settings section. Click **Connect** to set up the OAuth connection with Amazon Ads. | ||
| 4. You will be redirected to Amazon Ads. Log in and click **Allow** to complete the authentication flow. | ||
|
|
||
| Once done redirected back to the destination settings page, authentication is completed and you’re now ready to send events to Amazon Ads. | ||
|
|
||
| ### 5. Perform Data Mapping | ||
|
|
||
| #### Data transformation | ||
|
|
||
| Amazon Ads expects data to be in a certain format with nested fields. This format cannot be mapped with the mappings functionality and will need to be transformed within an insert function. | ||
|
|
||
| You will need to write an insert function that appends a property, for example one called “body”, to the event which would then have nested fields. For the Amazon Ads Audience API, a sample expected payload is of the following structure: | ||
|
|
||
| ``` | ||
| { | ||
| "records": [ | ||
| { | ||
| "hashedPII": [ | ||
| { | ||
| "firstname": "sdstdsdsaring", | ||
| "address": "scdcadscstring", | ||
| "phone": "sadtrdsaidng", | ||
| "city": "ssatring", | ||
| "state": "strccaing", | ||
| "postal": "staccaring", | ||
| "email": "stracaing", | ||
| "lastname": "stacaddacring" | ||
| } | ||
| ], | ||
| "externalUserId": "A12346sgd", | ||
| "action": "CREATE" | ||
| } | ||
| ], | ||
| "targetResource": { | ||
| "connectionId": "", | ||
| "targetTypes": [ | ||
| "DSP" | ||
| ] | ||
| }, | ||
| "audienceId": 371552318001631924 | ||
| } | ||
| ``` | ||
|
|
||
| The Amazon Ads Audience API's expected fields are: | ||
| - `Records` is an array of objects. For the beta, Segment doesn’t support batching to iterate over this object yet. The required parameters are: | ||
| - `hashedPII`: A list of SHA-256 hashed PII that will be matched with Amazon entities. | ||
| - `firstname` | ||
| - `lastname` | ||
| - `address` | ||
| - `phone` | ||
| - `city` | ||
| - `state` | ||
| - `postal` | ||
| - `email` | ||
| - `externalUserId`: The id used by external systems to identify customers. | ||
| - `action`: Can be “CREATE” or “DELETE” based on whether you want to add or remove the user from the list. | ||
| - `audienceID` is the ID of the Audience list to which the data should be either added or deleted. You can get the audienceID from within the Amazon Ads console or when creating an Audience from the API. | ||
|
|
||
| #### Data Mapping | ||
sade-wusi marked this conversation as resolved.
Outdated
Show resolved
Hide resolved
|
||
|
|
||
| 1. Create a new Mapping in the Mappings tab and select the **Send** HTTP action. | ||
| 2. Choose which events you want to send to Amazon Ads Audience API using the Event filters. | ||
| 3. Fill out mapping fields: | ||
| - Specify the URL: | ||
| - The API endpoint is based on region. | ||
| - Include the suffix with the Audience API Endpoint: /amc/audiences/records | ||
| - Specify the headers: | ||
| - `Amazon-Advertising-API-ClientId`: The Client ID from Login with Amazon Account. | ||
| 4. Use the mapping interface and search for the “body” parameter that was created in the insert function to select the transformed object that can be sent as the event body. | ||
| 5. Turn off batching for this operation. | ||
|
|
||
| ### 6. Test the output and connection | ||
|
|
||
| 1. Click **Test Connection** to send a sample payload. | ||
| 2. In Amazon Ads, verify that the test data has been received and processed correctly. | ||
|
|
||
| #### Troubleshooting | ||
|
|
||
| If the test fails: | ||
| - review the authentication details and data mappings. | ||
| - check for error messages in Segment and Amazon Ads. | ||
|
|
||
| ### 7. Save and enable the destination | ||
|
|
||
| 1. Once the test is successful, click **Save** to store your configuration. | ||
| 2. Toggle the destination to Enable to start sending live data to Amazon Ads Audience API. | ||
| 3. Monitor the data flow to ensure that events are being delivered as expected. | ||
113 changes: 113 additions & 0 deletions
113
...ions/catalog/actions-webhook-extensible/google-search-ads-integration-recipe.md
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,113 @@ | ||
| --- | ||
| title: Google Search Ads 360 Conversion API Integration Recipe | ||
| --- | ||
|
|
||
| This recipe will guide you through how to set up a custom destination for Google Search Ads 360 conversions using Twilio Segment’s Extensible Webhooks feature. | ||
|
|
||
| ## Prerequisites | ||
|
|
||
| To integrate Search Ads 360 with Twilio Segment, ensure you have the following: | ||
|
|
||
| - A Segment account: an account with the Extensible Webhooks feature enabled (private beta access). | ||
| - A Search Ads account: an active account and API access to Google Search Ads 360. | ||
| - Authentication credentials: necessary credentials for authentication, for example, API keys and tokens. | ||
| - Data mapping information: knowledge of the data fields required by Search Ads 360. | ||
|
|
||
| ## Getting started | ||
|
|
||
| ### 1. Configure Extensible Webhook as a destination | ||
|
|
||
| 1. In your Segment workspace, navigate to **Connections** > **Catalog** > **Destinations**. | ||
| 2. Use the search bar to search for **Extensible Webhook** and select **Add destination**. | ||
|
|
||
| ### 2. Select the data source | ||
|
|
||
| 1. Choose the source that you want to send data from to Google Search Ads 360. | ||
| 2. Click **Next** to proceed. | ||
| 3. Give your destination a name and create your destination. | ||
|
|
||
| ### 3. Specify the instance details | ||
|
|
||
| 1. Enter a recognizable name for your webhook instance, for example, Segment to Search Ads Integration. | ||
| 2. (Optional) Add a brief description of the integration. | ||
|
|
||
| ### 4. Select the authentication type | ||
|
|
||
| As a prerequisite to authenticate APIs, you need to create OAuth credentials. Once generated, note down the Client ID and Secret. They are required to set up authentication between Segment and Google Search Ads. | ||
|
|
||
| You will also need to add the following redirect URI to the list of allowed return URLs: https://app.segment.com/oauth-service/webhook/callback. | ||
|
|
||
| #### Authentication | ||
|
|
||
| 1. Select OAuth 2.0 and select Authorization Code. | ||
| 2. Enter the following credentials details from your project: | ||
| - Client ID | ||
| - Client secret | ||
| - Authorize URL: https://accounts.google.com/o/oauth2/v2/auth | ||
| - Token URL: https://oauth2.googleapis.com/token | ||
| - Refresh URL: https://oauth2.googleapis.com/token | ||
| - Scope: https://www.googleapis.com/auth/doubleclicksearch | ||
| 3. Once you have created the destination instance, you will be redirected to the Settings section. Click **Connect** to set up the OAuth connection with Google Search Ads 360. | ||
| 4. Log in to your Google Search Ads account and click **Allow** to complete authentication. | ||
|
|
||
| If authentication is completed successfully, you will be redirected to the destination settings page. At this point, you are ready to send events to Google Search Ads. | ||
|
|
||
| ### 5. Data mapping | ||
|
|
||
| #### Data transformation | ||
|
|
||
| Google Search Ads 360 expects data to be in a certain format with nested fields. This format cannot be mapped with the mappings functionality and will need to be transformed within an insert function. | ||
|
|
||
| You will need to write an insert function that appends a property, for example one called “body”, to the event which would then have nested fields. For the Google Search Ads 360 Conversion API, an expected sample payload is of the following structure: | ||
|
|
||
| ``` | ||
| { | ||
| "kind": "doubleclicksearch#conversionList", | ||
| "conversion" : [{ | ||
| "clickId" : "COiYmPDTv7kCFcP0KgodOzQAAA", // Replace with a click ID from your site | ||
| "conversionId" : "test_20130906_04", | ||
| "conversionTimestamp" : "1378710000000", | ||
| "segmentationType" : "FLOODLIGHT", | ||
| "segmentationName" : "Test", | ||
| "type": "TRANSACTION", | ||
| "revenueMicros": "10000000", // 10 million revenueMicros is equivalent to $10 of revenue | ||
| "currencyCode": "USD" | ||
| }] | ||
| } | ||
| ``` | ||
|
|
||
| The Google Search Ads 360 Conversion API's required fields are: | ||
| - `kind` which is "doubleclicksearch#conversionList". Conversion is an array. For the beta, Segment doesn’t support batching to iterate over this. | ||
| - `clickId` which is the ID of a specific click on an ad that the customer clicked on. | ||
| - `conversionId` is a unique ID that tracks the particular conversion. | ||
| - `conversionTimestamp` is date and time in epoch milliseconds on when the conversion took place. | ||
| - `segmentationType` should be floodlight. | ||
| - `segmentationName` is the floodlight activity to report this conversion to. | ||
| - `type` which can be `Action` or `Transaction` to indicate whether the conversion had a monetary value or not. | ||
|
|
||
| #### Data mapping | ||
|
|
||
| 1. Create a new Mapping in the Mappings tab and select the **Send** HTTP action. | ||
| 2. Choose which events you want to send to Google Search Ads 360 API using the Event filters. | ||
| 3. Fill out mapping fields: | ||
| - Specify the URL: https://www.googleapis.com/doubleclicksearch/v2/conversion | ||
sade-wusi marked this conversation as resolved.
Outdated
Show resolved
Hide resolved
|
||
| 4. Use the mapping interface and search for the “body” parameter that was created in the insert function to select the transformed object that can be sent as the event body. | ||
| 5. Turn off batching for this operation. | ||
|
|
||
| ### 6. Test the output and connection | ||
|
|
||
| 1. Click **Test Connection** to send a sample payload. | ||
| 2. In Google Search Ads 360 Conversion, verify that the test data has been received and processed correctly. | ||
|
|
||
| #### Troubleshooting | ||
|
|
||
| If the test fails: | ||
| - review the authentication details and data mappings. | ||
sade-wusi marked this conversation as resolved.
Outdated
Show resolved
Hide resolved
|
||
| - check for error messages in Segment and Search Ads. | ||
sade-wusi marked this conversation as resolved.
Outdated
Show resolved
Hide resolved
|
||
|
|
||
| ### 7. Save and enable the destination | ||
|
|
||
| 1. Once the test is successful, click **Save** to store your configuration. | ||
| 2. Toggle the destination to Enable to start sending live data to Google Search Ads 360 Conversion API. | ||
| 3. Monitor the data flow to ensure that events are being delivered as expected. | ||
|
|
||
113 changes: 113 additions & 0 deletions
113
...destinations/catalog/actions-webhook-extensible/microsoft-integration-recipe.md
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,113 @@ | ||
| --- | ||
| title: Microsoft Dynamics 365 (Sales Hub) Integration Recipe | ||
| --- | ||
|
|
||
| This recipe will guide you through how to set up a custom destination for Microsoft Dynamics 365 (Sales) using Twilio Segment’s Extensible Webhook feature. | ||
|
|
||
| ## Prerequisites | ||
|
|
||
| To integrate Microsoft Dynamics 365 with Twilio Segment, ensure you have the following: | ||
|
|
||
| - A Segment account: an account with the Extensible Webhooks feature enabled (private beta access). | ||
| - An Azure application: an Azure application is required for authentication. | ||
| - Authentication credentials: necessary credentials for authentication, for example, endpoints and scopes. | ||
| - Data mapping information: knowledge of the data fields required by Microsoft Dynamics 365. | ||
|
|
||
| ## Getting started | ||
|
|
||
| ### 1. Configure Extensible Webhook as a destination | ||
|
|
||
| 1. In your Segment workspace, navigate to **Connections** > **Catalog** > **Destinations**. | ||
| 2. Use the search bar to search for "Extensible Webhook" and select **Add destination**. | ||
|
|
||
| ### 2. Select the data source | ||
|
|
||
| 1. Choose the source that you want to send data from to Microsoft Dynamics 365.. | ||
| 2. Click **Next** to proceed. | ||
| 3. Give your destination a name and create your destination. | ||
|
|
||
| ### 3. Specify the instance details | ||
|
|
||
| 1. Enter a recognizable name for your webhook instance, for example, Segment to Microsoft Dynamics Integration. | ||
| 2. (Optional) Add a brief description of the integration. | ||
|
|
||
| ### 4. Select the authentication type | ||
|
|
||
| For authentication, you need to first create an Azure application that can authenticate users to provide access to Microsoft Dynamics API. See [Microsoft documentation](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app?tabs=client-secret){:target="_blank"} for details on how to create an application and how to get the client secret that will later be used for authentication. | ||
sade-wusi marked this conversation as resolved.
Outdated
Show resolved
Hide resolved
|
||
|
|
||
| The redirect URI for your application is https://app.segment.com/oauth-service/webhook/callback. | ||
|
|
||
| To connect the Azure app with the Dynamics instance, go to the Power Platform Admin Center. | ||
| Here you will need to create new app users associated with a business unit, and provide security roles. | ||
|
|
||
| Once you have successfully created an Azure web application and associated it with a Dynamics environment, you can proceed to authentication in Segment. | ||
|
|
||
| 1. Navigate to the settings page of the webhook destination in Segment. | ||
| 2. Select OAuth 2.0 and select Authorization Code. | ||
| 3. Enter the following credential details from your web app or as listed below: | ||
| - Client ID | ||
| - Client secret | ||
| - Access Token URL: https://login.microsoftonline.com/<directory id>/oauth2/v2.0/token | ||
| - Scope: https://<dynamics>/.default | ||
| 4. Click **Connect** to set up the OAuth connection with Microsoft. | ||
|
|
||
| Authentication will take place if the configurations are correct and the access token will automatically be generated without the need for user login. | ||
|
|
||
| ### 5. Data mapping | ||
|
|
||
| #### Data transformation (optional) | ||
|
|
||
| Microsoft Dynamics 365 can create and update multiple entities all at once with a nested object structure. For example, with a single API call to the `accounts` entity, you can create a new account, contact and a related opportunity in a single shot. | ||
|
|
||
| You will need to write an insert function that appends a property, for example one called “body”, to the event which would then have nested fields. For the Create New Account API, an expected sample payload is of the following structure: | ||
|
|
||
| ``` | ||
| { | ||
| "name": "Sample Account", | ||
| "primarycontactid": | ||
| { | ||
| "firstname": "John", | ||
| "lastname": "Smith" | ||
| }, | ||
| "opportunity_customer_accounts": | ||
| [ | ||
| { | ||
| "name": "Opportunity associated to Sample Account", | ||
| "Opportunity_Tasks": | ||
| [ | ||
| { "subject": "Task associated to opportunity" } | ||
| ] | ||
| } | ||
| ] | ||
| } | ||
| ``` | ||
|
|
||
| The Create New Account API’s expected fields are listed in [Microsoft's documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest){:target="_blank"}. | ||
|
|
||
| To create or update the Account entity only, you can skip this step and directly use mappings to map properties and keys. | ||
|
|
||
| #### Data mapping | ||
|
|
||
| 1. Create a new Mapping in the Mappings tab and select the **Send** HTTP action. | ||
| 2. Choose which events you want to send to Google Search Ads 360 API using the Event filters. | ||
| 3. Fill out mapping fields: | ||
| - Specify the URL: [Organization URI]/api/data/v9.2/accounts (this is for creating new accounts) | ||
sade-wusi marked this conversation as resolved.
Outdated
Show resolved
Hide resolved
|
||
| 4. Use the mapping interface and search for the “body” parameter that was created in the insert function to select the transformed object that can be sent as the event body. | ||
| 5. Turn off batching for this operation. | ||
|
|
||
| ### 6. Test the output and connection | ||
|
|
||
| 1. Click **Test Connection** to send a sample payload. | ||
| 2. In Microsoft Dynamics 365, verify that the test data has been received and processed correctly. | ||
|
|
||
| #### Troubleshooting | ||
|
|
||
| If the test fails: | ||
| - review the authentication details and data mappings. | ||
| - check for error messages in Segment and Search Ads. | ||
|
|
||
| ### 7. Save and enable the destination | ||
|
|
||
| 1. Once the test is successful, click **Save** to store your configuration. | ||
| 2. Toggle the destination to Enable to start sending live data to Microsoft Dynamics 365. | ||
| 3. Monitor the data flow to ensure that events are being delivered as expected. | ||
Oops, something went wrong.
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
Uh oh!
There was an error while loading. Please reload this page.