The Alchemer Workflow Unanet Integration is available for purchase as an add-on. If you are interested in purchasing, please contact us for more information.
Overview
With the Unanet Integration for Alchemer Workflow you can:
- Get record: Pull in information from a Unanet record into your Workflow.
3. Click the pencil icon to configure your Unanet integration step.
4. Select Unanet as your integration and then select the action you would like to perform:
- Get record: Get record from Unanet Compass.
5. Click "Next" on the integration overview screen.
Before configuring this integration action, you will need:
- Your Unanet Compass API information and login
- Fields in this survey that contain information to use to find the record to get (id, email, etc.)
- Fields in this survey where you can save the record information
6. Click "Add a new account". Then name your authentication and provide your:
- Unanet Compass API key
- System username
- System password
- Firm ID
Click "Create" when done. 
7. Select your Unanet environment.
5. Select a record type or enter the API name of the type of record you want to get.
7. Select the field in the Workflow that you want to use to find the specific record in Unanet.
8. Click "Save" to complete integration setup.
Now what / Where is my data?
All of the information from this integration is now available in this workflow and all surveys in this workflow. You can use them to:
- Add Merge Codes to Email or Survey Invite steps.
- Use with Logic in the workflow.
- Use to personalize the survey in the workflow.
FAQs
1. The Integration Manager Permission is required to set-up and use the Unanet integration.
2. To check if you have this permission or grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the user management tab.
3. Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Alchemer is committed to continuously releasing updates and enhancements to our Workflow initiators. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
