Say you have data in your TextIt account that you'd like to pass to an external app, such as Excel, Google Sheets, or MailChimp, among others. You can do this via Zapier.

Setting Up Your Zap

Let's see how to create a zap to send collected data from a flow over to a Google Sheets spreadsheet. 

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 favorite ice cream flavor.

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 Sheets Spreadsheet

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 variables 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 @trigger.params.[value_name]. In our example above, those external variables are @trigger.params.name and @trigger.params.flavor_preference.

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.

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