Content Comparison

• To add the Integration section to your Provider Automation, contact your ServiceChannel representative. 
• Once the Integration section becomes active, only users with the Provider Automation Admin user role can view and manage it. 

1. Log in to your ServiceChannel account.
2. From the hamburger menu, select Administration > Integration.
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On the right side of the Overview page, you can find your ProviderID. 

1. On the App Registration page, click the Add New ClientNew Client button.
2. In the Add API Client InfoClient Info window, fill the necessary fields:
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3. Click Save.

1. On the Permissions page, click the Download Form button. 
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2. Find the file in the Downloadsfolder of your computer.

For your convenience, you can sort the Permissions table by the certain subscriber. 

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1. On theWebhookspage, click the Add Webhook button.
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   1. In the Name field, enter the webhook’s name.
   2. In the Status field, select Active.

   3. In the URL field, enter the endpoint where you want to get notifications.
      

      Tip
      Click the Ping URL button, to send a test notification to your endpoint.

      
      

   4. (Optional) In the Description field, enter thea short descriptionabout the webhook you are creating.
2. Click the Add Subscription button.
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   1. In Object Type, select the object of notifying, for example, a work order, a proposal, an invoice.
   2. In the Name field, enter a subscription name.
   3. (Optional)If you want to create a webhook for a certain trade, click the Add / Remove Trades button, on the popup window,select the necessary trade or trades, and click Ok.
   4. (Optional) If you want to create a webhook for a certain category, click the Add / Remove Categories button, and then on the popup window, select the necessary category or categories, and click Ok.
   5. (Optional) If you want to create a webhook for a certain status, the Add / Remove Statusesbutton, and thenon the popup window, select the necessary category or categories, and click Ok. 
3. Click the Add Subscription button.
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4. Select the event that you want to be notified about. 
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5. Click the Save Webhook button.
   The webhook is created.
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6. Repeat steps 1-5 to create another webhook.

   Tip
   You can edit or delete the webhook anytime.

   
   

You can also create webhooks through ServiceChannel API. 

1. On the WebHooks page, from the list of webhooks, click the necessary webhook.
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2. Edit the general webhook information:
   • Name
   • URL
   • Description
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3. Add or remove the webhook events by selecting or deselecting them.
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4. Tomanage statuses, categories, and trades, click the Edit button.
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5. Add or remove them by clicking the Add / Remove Trades, the Add / Remove Categories, and/or the Add / Remove Statuses buttons.
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6. Confirm the subscription changes by clicking the Update Subscription button.
7. Confirm all changes by clicking the Save Webhook button.