Foreword
Tailored service interactions are a decisive lever for customer satisfaction. With the Custom Create/Update Trigger, JUNE offers a highly efficient solution to trigger automations directly from third-party systems—without the need for complex middleware or manual database synchronization.
Benefits
This trigger was developed to minimize time-to-response and drastically reduce the technical overhead for your team:
No Duplicates: JUNE utilizes a Unique Field (e.g., email address or internal Customer ID) to automatically verify if a contact already exists.
Real-Time Communication (Transactional Speed): Unlike scheduled cron jobs or CSV imports, the email is triggered instantly the moment the source system provides the impulse.
Maximum Mapping Flexibility: You can map data fields from your third-party system (e.g.,
Salesforce_First_Name_C) directly to the corresponding destination field in JUNE (e.g.,First Name) without additional programming in the source system.
Step-by-Step: Setup in JUNE
1. Create a New Action Group
Navigate to the Automations section and select the database your automation should be based on. Create a new Action Group and give it a descriptive name.
2. Create the Trigger
Click "+ Create" within the Action Group and select On custom create/update under Webhook Endpoints.
ⓘ JUNE will then generate a unique Webhook URL, which you will store as the destination address in your third-party system.
3. Data Mapping
Select the trigger. Define which information from the third-party system should be written into which fields of your JUNE list. By default, only the email address is transferred.
ⓘ If a contact already exists, they will be updated with the new data (e.g., a current voucher code); otherwise, JUNE automatically creates a new contact.
4. Link the Service Email
Add the "Send Service Email" action. Select an email or a template and adjust it if necessary. 💡 Since JUNE receives data in real-time, you can use placeholders for the transferred values (such as first name/salutation, voucher codes, or offer amounts) directly within the mail design. Set a subject line and preview text, and define the sender information before saving.
5. Testing
To verify your Service Email automation, you can use the JUNE API tools:
Copy the URL from your trigger.
Navigate to the API to Post (Create Collect) tab.
Paste your URL (excluding the domain) into the POST field.
Enter the data to be transferred. Use the field names from the external system and enter sample data. Use the email address where you wish to receive the test mail.
Click "Send".
Check the Response Protocol and the inbox of the specified email address.
Practical Use Cases
The Custom Create/Update Trigger excels whenever bespoke communication is required:
Sales & Lead Management
Tailored Offers: Sales representatives can trigger an offer directly from the CRM. Amounts and terms are transferred to JUNE and sent in a high-quality, responsive design.
Event & Participant Management
Check-in Info: When a guest checks into an event, JUNE immediately sends Wi-Fi credentials or the digital program to the guest's smartphone.
Participation Certificates: After completing a webinar, the record is updated with the score, and the certificate is sent automatically.
Commerce
Manual Payment Reminders: In the event of payment delays, the accounting department can trigger a friendly reminder—including a direct PayPal link—in your corporate design.
Security and Control
To secure your automation, two essential tools are at your disposal:
Authentication: You can protect the Webhook URL via an API Token (Bearer Token). This ensures that only your authorized system can send data to JUNE.
Runtime Limits: To prevent contacts from being flooded with emails due to multiple clicks in the CRM, you can define a Runtime Limit (e.g., maximum one execution per day).