Integration with Zapier (Google Sheets)

The EFFORT Integrator is an independent tool that could help in transferring data between Spoors & other client systems through Secured Application Programming Interface (API). You can post the data of the Works and Forms to the configured endpoints using REST API calls.

Zapier is an online automation tool that connects your favorite apps, such as Google Sheet, Slack, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

This tutorial helps you to integrate EFFORT data with Zapier (Google Sheets). Here’s a quick summary of what we will cover:

Step 1. Create a Zap

  1. Click the below link and log in to Zapier. Sign up, if necessary.

    https://zapier.com/

  2. On the Zapier Welcome page, click Make A Zap button.
  3. Enter a name for your app in the Name your zap field on the top left corner.
  4. Now, click the Webhook card.
  5. Select Catch Hook from the Trigger Event dropdown and click the Continue button.
  6. Now copy the Custom Webhook URL and click Continue button.
    Note: The Test trigger setup appears. Keep the current tab as it is and open a new tab to do the further steps.

Step 2. Create Endpoint Configuration

This section helps you to create an endpoint in the Integrator module.

  1. Login to EFFORT and click the Integrator card on the welcome page.

    You will see the home page of the Integrator module.

  2. Click on the Endpoints module. You will see the List of Endpoints page. On this page, click Create button.
  3. You will see the endpoint configuration page. Here, you must create an endpoint to which you want to push the data. Select End Point Type as Zapier.
  4. Enter a name in the Endpoint Name field.

    In the above screenshot, we have created an endpoint named as Zapier Google Sheet.

  5. Select Google Sheet from the Sub End Point Type dropdown and paste the copied custom webhook URL in the Submission URL field. Then save the configuration.

Step 3. Create Integration Configuration

This section helps you to create an integration configuration. Here, we will configure the trigger source from which data need to be pushed.

  1. Now, click on the Integrations module. You will see the List of Integration Configurations page. On this page, click Create button.
  2. Select End Point Type as Zapier.
  3. Select the endpoint which we created earlier from the End Point dropdown.
  4. Enter a name to the configuration.
  5. If you wish to push the forms data, select Trigger Type as Forms or select Works to push the work data.
    In the above screenshot, we selected Trigger Type as Forms.
  6. Based on the selection in the Trigger Type dropdown, you will see either works or forms in the Trigger Source dropdown. Select a form from which you want to push the data.
    In the above screenshot, we selected Order Form from the Trigger Source dropdown.
  7. Set up the below fields as per your requirement and save the configuration.
    • Request Content Type
    • Response Content Type
    • Escalation Type
    • Enable
    • Retry Count
    • Success Key
    • Success Key Value
    • Avoid Modification
    Check out the Integration Configuration Options page to know more about the configuration fields.

  8. Now you can see the Zapier Google Sheet configuration on the Integrations page.

Step 4. Configure Fields

This section helps you to configure required fields from which you want to push the data. You can add fields and customize the destination keys as per your requirements.

  1. Click three dots icon and select Request Mapper.
  2. Click Add Fied button to configure the fields. Configure fields as per your requirement and save the configuration.

    In the above screenshot, we have added only three fields such as Select Product, Qty, and Price from the Order Form 1 form spec. Whenever the user submits the Order Form 1, the data in these fields will be pushed to the endpoint which you configured.

    Check out the Configure Fields for Integration page to know more about the Request Mapper configuration.

    Check out the Create Notifications for Integrations page to configure notifications for the integrations based on the push status. The notifications will be triggered to the given email IDs when the status of the data push is changed.

Step 5. Zapier-Google Sheet Test

  1. Click three dots icon and select Zapier-Slack Trigger Test.
  2. Paste the copied custom webhook URL in the text box and click Test Trigger button.
  3. You will see text message as Zapier Trigger Test Successful. Then go back to the Zapier tab and click Test trigger button.
  4. You will see the fields which are configured in the Request mapper with test data. If you found the test data, then click Continue button.
  5. Now you will see the available apps. Click Google Sheets.
  6. Select Create Spreadsheet Row from the Action Event dropdown and click Continue.
  7. Choose an account and click Continue button.
  8. Setup your Google sheet and click Continue button.
  9. Click Test & Continue button.
    Now, you can see the test data created in the Google Sheet.

  10. Now Turn on Zap button.

    The Zapier Google Sheet Integration setup has been completed successfully.