Zapier allows anyone to integrate with over 1000 other apps like Google Sheets, Slack and Salesforce without writing a single line of code.
Specifically, it enables you to create connections that pass information from one app to another. For example, you might use Zapier to:
- Distribute and verify coupons and vouchers via Google Sheets.
- Alert your Slack channel of a flow response.
- Add contacts who complete a Typeform embedded in your website to a flow.
- Add new Salesforce contacts to flows.
- Use HookPress to trigger flows from actions taken on your Wordpress site.
How it Works
Zapier watches your apps for new data and kicks off triggers and actions based on the rules you set. Each trigger and action pairing is called a 'zap'. Here are some examples:
The Zapier app currently has one action and one trigger with our platform, though we're happy to explore additions based on your feedback.
The action, 'Start Flow', allows you to start one or more contacts in a flow using data from another app.
The trigger, 'Flow Event', sends all of the responses collected by a flow up to the 'Call Zapier' step to the app of your choice.
Try it Out
If you haven't already, head over to Zapier to discover more use cases and sign up for a free account. You can use the templates listed below to get started:
Add new flow responses to new rows on Google Sheets
Post new flow responses to a Slack channel
Create Zendesk tickets from new flow events
Create Freshdesk tickets from new flow events
Add new Mailchimp subscribers to a flow
Create HubSpot contacts from new flow events
Add Mailchimp subscribers from new flow events
Add new Typeform respondents to a flow
Create Zoho CRM leads from new flow events
Add Salesforce contacts from a new flow event
Setting Up Your Zap
Let's see how to create a zap to send collected data from a flow over to a Google Sheet.
Create a Flow
First, you need to create a flow in which you collect and update contact fields. In our example, we've asked our contacts for their name and ice cream flavor preference.
Create a Flow Event
Without this, your zap cannot be created. Go to the account page, then scroll down to the flow events section:
Click on the link and then create your event:
Add a 'Call Zapier' Action to Your Flow
Add this action to the flow after collecting the data you want. Choose your already created flow event from the drop down menu.
Create Your Google Sheet
After completing all the steps in your flow, you'll need a Google Sheet where you'll pass the data. In this example, we've collected and updated two contact fields: 'Name' and 'Flavor Preference'. So, these are the column headers we must use in our Google Sheet:
Creating Your Zap
Once you've followed the above steps, you're ready to create the zap in Zapier. Remember, all the components above must already be completed!
First, enter your Zapier account and click 'Make a Zap!' at the top of the browser:
Choose TextIt as your trigger app:
Follow Zapier's instructions on how to integrate your TextIt account with your Zapier account. Once that's connected, choose 'New Flow Event':
On the following page, you'll be asked to choose a TextIt Flow Event. This is the event you created and added to your flow in the steps outlined above!
Generate Sample Data
You need to generate sample data that Zapier will use to pull in the data from your flow. To do this, either use the simulator in your flow or send out a real flow run. You must do this in order for Zapier to pull in data.
As you can see when we click the drop down button, the data from our flow is now pulled into Zapier:
Choose an Action Step
Add Google Sheets as your action step:
In our example, we are creating a new spreadsheet row:
You'll then need to connect a Google account to your Zapier account:
Fill in Your Template
The first fields you'll be prompted to complete are 'Drive', 'Spreadsheet', and 'Worksheet'.
Choose the name of the spreadsheet you created. The worksheet is usually 'Sheet 1'.
After you've filled in those fields, new ones will automatically pop up. Note they are the contact fields you created in your flow. This is why we pulled in sample data!
Click the drop down menu button to the right of each field and scroll down until you find the 'Rule Value' option:
When you choose the rule value for each field, the value will appear in a green bubble:
*Note that for a telephone number URN you will need to type "tel:" before the green bubble if you do not see "tel:" already written within the bubble:
Send Test Data to Your Spreadsheet
The following page will ask you to send a test spreadsheet row to Google Sheets. Click the blue button to continue.
Hopefully, you'll see a successful test!
If you go over to your Google Sheet, you should see that sample data in a new spreadsheet row.
Finish Your Zap
Click the blue 'Finish' button and you'll be directed to the final page:
Name your zap and set it live. That's it!
You can then reference external values passed from Zapier in your flows by using
While this example is specific to creating a new spreadsheet row in Google Sheets, the set up steps with all other zaps for TextIt are much the same.
Have a workflow you need to automate, but aren't sure how? We're happy to help. Click the support widget to the bottom right of the screen to start a conversation.