Zapier: An example Zap between idibu and Googlesheets.
Though the latter steps of the process will depend on the target App you are connecting, in this article we wanted to provide an end to end example using Googlesheets.
To send data as a Zap from idibu into a Googlesheet, the first step is to have created your Googlesheet in advance, with the required column headers detailed in row 1. For example:
Note, you can title the headers however you wish, as long as you know the data you wish to populate into a given header when completing the set up of your Zap.
Creating a Zap from idibu to Googlesheets
Note that the steps below pick up from the instructions detailed in our main article outlining setting up a webhook with Zapier. If you haven't already, follow the steps detailed there before proceeding with the steps below.
1. You will be prompted to choose an Action App. This is the App into which you will be forwarding your idibu data. Use the search bar to find and select 'Googlesheets'. Note, if you have previously created a Zap using Googlesheets, the app will be displayed for you already on the main page.
2. Having found and selected Googlesheets, you will be prompted to select your required Googlesheet action. This is what you want to happen when the Zap is sent. Common actions are listed on the page, but you can explore the full range of options using the search bar. We're going to select 'Create spreadsheet row' so we populate a new row with specific data when the Zap is sent.
3. Click 'Save + Continue' in the bottom right of the page.
4. If you have previously created a Zap using Googlesheets, the account you connected should be displayed in the centre of the page. If not then you will be prompted to Connect an account, or you can also connect a new account regardless.
5. You will now be prompted to select the Spreadsheet and Worksheet that you wish to connect. (The worksheet is the tab on the Googlesheet). You can either use the search bars or the drop down arrows to the right.
6. Once you have selected the spreadsheet and worksheet, Zapier will display the list of your column headers below.
7. Now we simply map the data 'payloads' from idibu to the required column header. We do this using the icon to the right:
'What's a payload?' you may be asking. A payload is simply the data contained in a specific idibu field. So for example, for my 'Candidate first name' column I want to select the 'Payload [firstname] from the drop down list:
Note that the data submitted in your earlier connection test (detailed in our previous article) will appear here.
8. Continue to populate all the required columns in this way. All column headers are optional so you don't need to select a payload for every column, if some no longer feel relevant.
9. When you are finished, click the blue 'Continue' button and you will be taken to the test page. You can now either select 'Send test to Googlesheets' (recommended) or 'Skip test'.
If skipping the test, then click 'Finish'
10. You will then be taken to the final step - activating your Zap! You can always do this at a later date and time though, if required.
Once activated, idibu will trigger a 'Zap' everytime your chosen event occurs in our system, and the data will be pushed into your Googlesheet.
IMPORTANT: Data can only be captured from the point at which the Zap is activated, and no data can be captured (or recovered historically) if you Zap is switched off for any period.
If you are interested in historical data, then remember we have a full suite of standard downloadable reports available.