🔗 NexHealth Webhook Setup for Postalytics
What this does:
Automatically sends direct mail via Postalytics when a Four Ever Smile Consultation is booked in NexHealth (from any source: website, phone, walk-in, etc.)
Automatically sends direct mail via Postalytics when a Four Ever Smile Consultation is booked in NexHealth (from any source: website, phone, walk-in, etc.)
Step 1: Get Your Zapier Webhook URL
- Go to zapier.com
- Click "Create Zap"
- Trigger: "Webhooks by Zapier" → "Catch Hook"
- Click "Continue"
- Copy the webhook URL (looks like:
https://hooks.zapier.com/hooks/catch/1234567/abcdefg/) - Paste it below:
Step 2: Send These Commands to Your Developer
⚠️ For Your Developer:
SSH into the server and run these two commands in order.
SSH into the server and run these two commands in order.
Command 1: Create Webhook Endpoint
📝 After running Command 1:
Your developer will see output with an ID number (e.g.,
SAVE THIS ID! You'll need it for Command 2.
Your developer will see output with an ID number (e.g.,
"id": 123456)SAVE THIS ID! You'll need it for Command 2.
Command 2: Subscribe to appointment.created Event
Replace ENDPOINT_ID with the ID from Command 1:
✅ After Command 2 succeeds:
The webhook is active! Move to Step 3.
The webhook is active! Move to Step 3.
Step 3: Configure Zapier Filter
Back in your Zapier tab:
- Book a test appointment in NexHealth
- Click "Test trigger" in Zapier
- You should see appointment data appear
- Click "+" to add a step
- Select "Filter"
- Only continue if:
appointment_type_idNumber Equals Exactly11741- OR
appointment_type_idNumber Equals Exactly1091202
Why these IDs?
•
•
This ensures ONLY consultation appointments trigger mailers.
•
11741 = Four Ever Smile Consultation (NY locations)•
1091202 = Four Ever Smile Consultation (Totowa, NJ)This ensures ONLY consultation appointments trigger mailers.
Step 4: Connect Postalytics
- Click "+" to add another step
- Search for "Postalytics"
- Select "Send Direct Mail" or "Trigger Campaign"
- Connect your Postalytics account
- Map these fields:
| Postalytics Field | Zapier Data (from webhook) |
|---|---|
| First Name | patient > first_name |
| Last Name | patient > last_name |
| Street Address | patient > bio > street_address |
| City | patient > bio > city |
| State | patient > bio > state |
| Zip Code | patient > bio > zip_code |
patient > email |
|
| Phone | patient > bio > phone_number |
| Appointment Date | appointment > start_time |
| Location | location > name |
Step 5: Test & Activate
- Click "Test action" in Zapier
- Verify Postalytics received the data
- Click "Publish" to turn on the Zap
- Book a test Four Ever Smile Consultation in NexHealth
- Check Zapier Zap History to confirm it triggered
- Verify the filter passed (not blocked)
- Confirm Postalytics is processing the mailer
🎉 You're Done!
Every Four Ever Smile Consultation booked in NexHealth will now automatically trigger a Postalytics direct mail piece.
Every Four Ever Smile Consultation booked in NexHealth will now automatically trigger a Postalytics direct mail piece.