Integration with Zapier

ThumbsUp Survey • December 12, 2023 • 7 months ago

Before we dive to how the integration works, we asked an AI to tell us what Zapier is. And she tols us:

Zapier: Simplifying Automation for Everyone

Zapier is a web-based automation tool that connects your favorite apps, such as GmailSlackMailchimp, and over 2,000 others. By enabling users to link these apps together, Zapier makes it possible to automate repetitive tasks without any coding or technical skills. This is achieved through the creation of “Zaps”, which are workflows that connect your apps and services to trigger actions and share data between them.

Businesses and individuals utilize Zapier to streamline their workflows and increase productivity. For instance, a marketing professional might use Zapier to automatically save email attachments from Gmail to Dropbox, or to create Trello cards from starred Slack messages. This automation not only saves time, but also reduces the likelihood of errors that can occur through manual processes. Zapier’s user-friendly interface and extensive app integrations make it a versatile tool for simplifying tedious tasks and optimizing efficiency across various functions and industries.

In simple terms, zapier is one of these platforms that allow us to connect with the rest of the world. From our end, we send each reply to zapier and from there, well, you can connect with a huge variety of platforms, such as:

  1. Fill a Google Sheet with all replies
  2. Send replies to Salesforce
  3. Send replies to another platform or service
  4. And much more things!

The possible options are limited only from our own imagination, literally.

How can I set up a new zap?

First, you need to open a new account in zapier. Depending on how you want to use it, you might upgrade your account into a premium one. For our example, we’ll use a premium service, populating a Google Sheet with replies from our system. With the help from their AI system, let’s create the zap we’re looking for:

As you can see, everything comes in two steps:

Catch hook

The first step is to “read” the incoming messages. As soon as we click on “step 1”, we’ll see the side panel with the webhook URL:

Update the survey settings

This is the link we’re interested to. Back to our dashboard now, and let’s make use of it:

On the survey settings, click on “advanced settings” and on the “zapier” icon, to get the zapier settings:

Don’t forget to save the changes! And zapier integration is activated, simply as that!

Test the trigger

Next step is to go back to zapier and test the trigger; for this, you need to click on the “test trigger” button and start testing your survey; as soon as you start testing (or even using) the survey, after a while, you will receive a couple events:

Select one of these records and continue to the next step, which is configuring the Google Sheet: you need to connect to your Google account and select the sheet you want to populate.

Important: You need to have the sheet already created and the headers for each column already populated.

Next step is to match fields from the zap with each column; you can create combinations as well, for example you can have something like this:

[firstname] [lastname] (with a space in between)

And that’s it! You can run a few tests and you’ll see your spreadsheet filling up with data:

And you’re ready to activaye the zap and it will start working. Easy like that!

You want some extra information? Use tusExtraInformation!

By default, the information passed to the system is more or less standard: name and survey ID, start date, question, answer and question type.

If you need more information passed (like first/last name, customer category/ID etc), you can use the custom object tusExtraInformation. For this, you need to know some javascript in order to populate it properly. The data of the object will pass with all the survey data:

Does it still looks Greek to you? We’re here to help!

Of course, all the above are easy for someone who’s familiar with such tools; in case it looks hard, don’t worry; we’re here to help! All you need to do is to contact us and we can implement the zaps for you!