Zapier Integration

Things to know before you start:

Start your integration

Step-by-step instructions:

• Navigate to the Integrations page (Menu -> Integrations).

• Select the “Zapier” integration.

• Click the “Connect” button. You will be moved to the Zapier platform.

• Click on the “Accept invite & Build a Zap” button.

How to set up a Zap

Step 1. Trigger

Step-by-step instructions:

• Choose an app & event. Click on the Google Sheets option. This will be the trigger for your Zap.

  • You can use search to find an app that you need.

• Choose the “New or updated spreadsheet row” option.

• Click the “Continue” button.

• Choose an account.

  • If it is necessary log into your account in another service.

• Click the “Continue” button.

• Set up trigger

• Choose Spreadsheet.

• Choose Worksheet.

• Choose Trigger Column.

  • Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row.
  • NOTE: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.

• Click to continue and Test your trigger.

Step 2. Action

Step-by-step instructions:

• Use the search option to find and connect your Wooxy account.

• Choose an Action Event.

  • For example: “Add/Update Contact Data”.

• Click the “Continue” button.

• Link your Wooxy account with an API key.

  • A modal popup will appear. Paste your Wooxy API Key into the field provided to link the platforms. Then click the “Yes, Continue” button.
  • The API Key is personalized. You can find it in your Wooxy account’s settings.
  • The Wooxy API credentials will be added to Zapier.
  • NOTE: This action is only required when you process the integration for the first time. The Zapier platform will remember all the necessary data.

• Click the “Continue” button.

• Set up action

• Select Domain.

• You can set if the contact should be added to the list if it does not exist at the time of the request.

  • Contact – The unique user identificator of the contact you want to be updated. IMPORTANT: User identificator ( userId| email | phoneNumber ) is required.

• Map fields using the dropdowns provided.

• Click the “Continue” button when finished.

Step 3. Publish Zap

• Zapier will prompt you to test the trigger as part of the setup. Click the “Test trigger” button. Once the test is complete, click the “Continue” button.

• When finished, click the “Publish Zap” and “Publish & Turn on” buttons.

Supported actions by Wooxy: