Tutorials: How to connect to Amelia

To connect Amelia (a WordPress booking plugin) to Groundhogg's Webhook Listener Benchmark and capture data into the Groundhogg, you’ll need to set up a webhook in Amelia to send data to Groundhogg, then configure Groundhogg to receive and process that data. Below is a step-by-step guide:

Step 1: Set Up a Webhook in Amelia
Amelia allows you to send booking data to external applications via webhooks. You’ll need to configure Amelia to send data (e.g., when a booking is completed) to Groundhogg.
1. Access Amelia Settings:
  • In your WordPress dashboard, go to Amelia > Settings > View Integrations Settings > Web Hooks.
  • Click + Add New Web Hook to create a new webhook.
2. Configure the Webhook:
  •    Name: Give your webhook a descriptive name (e.g., "Groundhogg Booking Sync").
  •    URL: Leave this blank for now—you’ll fill it in after setting up Groundhogg (Step 2).
  •    Type: Choose whether the webhook applies to Appointments or Events. For this example, select Appointments.
  •    Action: Select the trigger for sending data. Options include:
    • Booking Completed (recommended for capturing new bookings).
    • Booking Canceled.
    • Booking Rescheduled.
    • For this guide, choose Booking Completed.
  •    Save the webhook settings temporarily.
3. Test Data (Optional):
  •   Amelia doesn’t provide a direct "Send Test" feature, so you’ll need to complete a test booking later to verify the data flow.
Step 2: Set Up the Webhook Listener in Groundhogg
Groundhogg’s Webhook Listener Benchmark allows you to receive data from external sources like Amelia and start an automation flow to process it.
1. Create a Funnel in Groundhogg:
  •    In your WordPress dashboard, go to Groundhogg > Funnels
  •    Click Add New Funnel and choose Start from Scratch (or use an existing funnel if applicable).
  •    Name your funnel (e.g., "Amelia Booking Import").
2. Add the Webhook Listener Benchmark:
  •      In the funnel builder, drag and drop the Webhook Listener benchmark from the Benchmarks tab into the flow. This will be the starting point of your automation.
  •      Click on the Webhook Listener to configure it.
  •      You’ll see a Listener URL (e.g., `https://your-site.com/wp-admin/admin-ajax.php?action=groundhogg_webhook&key=abc123`). Copy this URL.
3. Leave Configuration Open:
  •      Don’t fully configure the Webhook Listener yet (e.g., mapping fields). You’ll need sample data from Amelia to map the fields, which you’ll get after connecting the webhook.
Step 3: Connect Amelia to Groundhogg
Now, link the two systems by pasting the Groundhogg Webhook Listener URL into Amelia.
1. Return to Amelia Webhook Settings:
  •      Go back to Amelia > Settings > Integrations > Web Hooks.
  •      Open the webhook you created in Step 1.
  •      Paste the Listener URL from Groundhogg into the URL field.
  •      Save the webhook.
2. Test the Connection:
  •      Create a test booking in Amelia (e.g., book an appointment using Amelia’s front-end interface).
  •      Amelia will send the booking data to the Groundhogg Webhook Listener URL when the booking is completed.
Step 4: Map Data in Groundhogg
After sending a test booking, configure Groundhogg to process the incoming data and save it to the CRM.
1. Check Incoming Data:
  •      Return to your Groundhogg funnel and open the Webhook Listener settings.
  •      Look at the Request section—it should now display the data sent from Amelia (e.g., customer name, email, appointment date, etc.) based on your test booking.
2. Map Fields:
  •      Click Map Request Fields.
  •      Match the fields from Amelia (e.g., `customer_email`, `customer_first_name`, `appointment_date`) to Groundhogg contact fields (e.g., `email`, `first_name`, `custom_date_field`).
  •      If Groundhogg doesn’t have a matching field, you can create custom fields beforehand.
3. Add Automation Steps:
  •      After the Webhook Listener, add actions to your funnel, such as:
  •      Apply Tag: Add a tag like “New Booking” to track these contacts.
  •      Send Email: Notify the contact or your team about the booking.
  •      Save and activate the funnel.
Step 5: Verify and Troubleshoot
1. Test Again:
  •      Make another test booking in Amelia.
  •      Check Groundhogg > Contacts to confirm the data was captured correctly (e.g., new contact created with mapped fields).
2. Troubleshooting:
  •      If no data appears in Groundhogg, ensure:
  •      The webhook URL in Amelia matches the Groundhogg Listener URL exactly.
  •      The funnel in Groundhogg is Active.
  •      Amelia’s webhook Action (e.g., Booking Completed) matches your test scenario.
  •      Use a tool like `webhook.site` to test the webhook output from Amelia if needed.
Additional Notes
  • Required Plugins: Ensure you have Groundhogg installed with the Advanced Features add-on (needed for the Webhook Listener) and Amelia Standard or above active on your WordPress site.
  • Data Format: Amelia typically sends data in JSON format, which Groundhogg’s Webhook Listener can handle natively.
  • Security: The Groundhogg Webhook URL includes a secret key for security—don’t share it publicly.
By following these steps, you’ll successfully connect Amelia to Groundhogg, allowing booking data to flow into your CRM automatically. Let me know if you need clarification on any part!
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