In order to integrate your upflowy flow with Zapier, it's recommend that you have a flow that is ready to be published with all input IDs correctly named.
Sending information to Google Sheets through Zapier is a three-step process:
Creating a row of data (for the data submitted in the first step)
Find an existing row in an existing speadsheets (to update data)
Updating that row of data (for the data submitted in subsequent steps)
Let's start integrating!
How to create a row of data in Google Sheets
When you log in to Zapier, you'll see the below prompt asking you what two platforms you would like to connect:
Ensure that the prompt on the left is "Webhooks by Zapier", and the prompt on the right is Google Sheets.
A second line will appear that prompts you to enter what action you would like upon data being submitted through your upflowy form. Select "Catch hook" on the left, and "Create Spreadsheet Row" on the right:
Then, click on "Try It". You will then see the below page:
Copy the custom webhook URL that Zapier generated:
Take this custom webhook URL, and return to your upflowy flow. Click on the "Send Data" tab in the left-hand toolbox, and all of the steps should appear:
Open up the steps, and paste in the webhook URL into your first step only:
Save this step. The exclamation logo in the corner should change to a tick, and the warning message should disappear:
Now, in Zapier you will see that the next step is "Test Trigger":
To do this, go to the preview of your upflowy flow, and enter in information for the first step only. This is to send test data to Zapier:
Once complete, go back to Zapier and click "Test trigger". If the webhooks are set up correctly, the following page should appear:
Press continue. Next, you'll have to set up your google sheet. Sign in to Google Sheets and click "Continue":
Now, let's set up the Google Sheets correctly.
From upflowy, you will be able to get the following bits of metadata alongside the information in your flow:
Submitted at (Time)
Initial (Which step the user started from)
In a new spreadsheet, add in the names of all information that you want in the first row. We would recommend creating a header for this line.
In Zapier, add in a pathway to direct to your Google Sheet:
After these are selected, you will see all of the names that appear in the first line of your spreadsheet appear. Simply click on each of them, and assign the value to them that was submitted through the test data.
Once you have assigned a value to every column, click "Continue". Next, Zapier will send a test to your CRM to ensure that you have set up your information correctly. Click "Test and Continue":
If successful, you'll receive the below message - and you'll see the
Congratulations! Turn on the Zap. Now let's move on to part 2 - updating the row to include information from the next steps.
How to find the rows of data (and then update them) in your Google Sheets
To find a row (to update), you need to:
Set up Zapier to update your current spreadsheet with the correct information
Set up extra columns to allocate any new data
In your Google Sheets, add any new columns of information that will be submitted through your flow.
Select "Webhooks by Zapier" with Google Sheets. This time, select "Update Spreadsheet Row" instead of "Create New Row" and select "Try It":
Copy the URL given by Zapier, and then return to your upflowy flow to add the URL into the "Send Data" input to all other steps in your flow:
Click "Continue" in Zapier. Now, go to the preview and submit data for all steps in your flow.
Go back to Zapier, and click "Test Trigger". If set up successfully, the following message should appear:
Click Continue, and select the same spreadsheet as the previous Zapier integration for "Create New Spreadsheet". Click on "Row", and select "Custom", and then click on "Add a search step".
Link the search step to the same spreadsheet. Select "UserID" for the Lookup Column, and assign the Lookup Value as "User ID".
Assign values to each input, apart from the new rows of information. We'll assign these soon!
Test the connection, and continue. Now, allocate the values to the new columns in your spreadsheet:
If succesful, you should see the below message - and your Google Spreadsheets should have updated with the relevant information:
Congratulations! Turn your Zap on, and enjoy all of the data flowing through to your spreadsheet!