ControlShift

How to integrate Daisychain with ControlShift

ControlShift is a toolset used to put people at the center of campaigns through distributed events, local groups, and member-led petitions.

You can use Daisychain to create a high-touch organizing workflow to support ControlShift petition-creators. When you integrate Daisychain and ControlShift, a few things happen:

• When new petitions created on ControlShift, a new card will be created on a dedicated Daisychain Pathway that has a special "power-up." ​

• Card representing petitions will have a power-up containing:

  • Petition name

  • Link to the petition on ControlShift

  • Current signature count

  • Moderation status

• If a petition has a "Mentor" in ControlShift, there will be an attempt to sync it with an Assignment in Daisychain, and vice-versa.

Here's how to setup the integration between Daisychain and ControlShift:

1. In ControlShift, navigate to Settings > Integrations > REST API Apps ​

2. Give your application a name (like "Daisychain") and a Redirect URI (use "urn:ietf:wg:oauth:2.0:oob"), and hit the "Add" button.​ ​

3. In a new browser tab, go to your Daisychain account. Navigate to Settings > Integrations > ControlShift (Add). You'll see you need to enter in a few items on this page:

   1. Hostname (the base URL for your ControlShift account) ​​

   2. REST API Application ID (Copy and paste this from the REST application page you have open in your browser) ​

   3. REST API Application Secret (Copy and paste this from the REST application page you have open in your browser.

4. Click "Save" to activate the integration.

Now go to the Pathways section in Daisychain and scroll down to Pathway Templates. Create a Pathway using the "ControlShift Petitions" template. A few things to know about your new Pathway:

• It has a set of default stages that you're welcome to edit.

• It comes with the "ControlShift Power-Up" activated, which enables it to display ControlShift integration.

• It automatically creates an Automation, which you can edit in Step 5 (See below).

1. Go to Settings > Automations and review/edit the new automation that was just created.

That's it! We know there's a lot of steps here, and are standing by if we can help you setup this integration.