Surveys and Forms

Refiner

3min

The Refiner modules allow you to monitor the completed surveys, segments, identify users, list contacts, create, update, send, retrieve, and list the conversations, people, visitors, and websites in your Refiner account.

Getting Started with Refiner

Prerequisites

Connecting Refiner to Make

To connect your Refiner account to Make you need to obtain the API Key from your Refiner account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Refiner account.

2. Click Integrations () > Get API Key. Copy the API key to your clipboard.

3. Go to Make and open the Refiner module's Create a connection dialog.

4. In the Connection name field, enter a name for the connection.

5. In the API Key field, enter the API key copied in step 2, and click Continue.

The connection has been established.

Setting Up Refiner Webhooks

1. In your Make account, open any Watch module, enter a name for the webhook, click Save, and copy the URL address to your clipboard.

2. Click OK and save the trigger.

3. Log in to your Refiner account. Click Integrations > Webhook.

4. Enter the details as follows and click Save Webhook:

Field

Description

Webhook Name

Enter (map) a name for the webhook.

Trigger Event

Select the events for which you want to receive the triggers.

Destination URL

Enter (map) the URL address copied in step 1.

Secret Auth-Token

The Refiner can add a secret Auth-Token to secure your webhooks if you like. Your token will be added as a Bearer Token in the HTTP Auth Header.

You have successfully added the webhook.