Shuttle - Sources
What is a Source? A Source is where PODs originate from. For example, when someone fills out a form or completes an Invoca or LiveChat session.
Creating a Source
How do I create a Source? This includes creating a Form Source, Invoca Source, and LiveChat Source. Follow these easy steps to create a new Source.
Mapping Source Fields
How do I map Source Fields? Mapping Source fields to Relay fields allows you to take the Source data and store it Relay fields across all your Sources.
Flattening Nested JSON on Intake
Nested JSON can be programatically parsed out on Intake into Shuttle. Let's review an example of how that would look like in Shuttle.
Combining Source Fields
Are you trying to combine multiple Source Fields? Follow these easy steps for combining data from multiple Source fields into the same Relay field.
Manipulating Source Field Data
How do I manipulate Source Field Data? Shuttle allows users to manipulate Source data in an effort to improve data integrity.
Routing Sources to Destinations
How do I route a Source to the appropriate Destinations? Routing your Source is the most crucial step in getting your data to the correct place.
Editing a Source Name
How do I edit the Source Name? Sometimes the use case for a Source changes, and it's a good practice to update the Source Name accordingly.
Using the Form Builder Source
How can I create a Custom form in Shuttle? Shuttle has a Custom form builder that allows you to create the contents and look of a form.
Conditional Fields in Form Builder
With Shuttle, you can add conditional fields that only become visible if a lead selects a value in a controlling field, otherwise that field will be hidden on the form.
Setting Up a Webhook Source
How do I setup a Webhook Source? A walk through of how to setup a Webhook Source, and the Intake URL required for setup to function.