Upflowy data can be sent to Google Sheets through Make by setting up the following commands:
To do this, you will need:
An Upflowy flow
A Google Sheet, which has all of the headers of the information you want
A Make account
Adding a new row for your first step
In Make, click on "Scenarios" and click on "Create a new scenario":
Click the + button and search for Webhooks. Click on Webhooks, and select Custom Webhook.
Once clicked, you will be prompted to add your webhook's name. Add in a name and click "Save".
Once this is done, Make will generate a webhook URL for you. Copy this URL to your clipboard, and go into your Upflowy flow.
Go into your first step, and click on the "Data" tab on the left-side toolbox. Copy-paste the URL under "Send data to this URL", and click "Save".
Once saved, preview your flow and go through the first step.
Once you have submitted information from your first step, go back to make - where you should see a green tick and a "successfully determined" message:
Click "OK". Now, add another module and select Google Sheets. Select "Add a row".
Now, you will need to connect your Google account to Make to allow it access to the spreadsheet you have previously connected. Once connected, select the Drive, the Spreadsheet ID and the Sheet Name:
Once these are selected, the form will auto-populate with the headers available in your pre-made spreadsheet:
Now, click on the first input under value. A menu will appear. Select the value in red that corresponds to the value you want to add into Row A. (In our case, it's the userID).
Once clicked, it'll appear in your input. Map out all of the values from your first step only. (In this example, it will be User ID, First Name, Last Name, and Email).
Click "OK", and then select 'Run once". Go back to your flow, preview the step again, and test the connection.
Go back to Make. If successful, green ticks should be visible under bother Webhooks and Google Sheets - and the log on the bottom right should tell you that the scenario run was completed:
Turn the scenario "On".
Congratulations! Your flow will now create rows. But, let's update these rows with the remaining information from the other steps.
Searching for and updating the row every time a user completes a subsequent step
Go to scenarios again, and click "Create a new scenario". Follow the same instructions to set up a second webhook for your subsequent steps. When testing the webhook, make sure that you preview and go through all steps.
This time - instead of "Add Row", select "Search Rows". Select the correct spreadsheet and sheet.
You will see a "Filter" option. Click on the top input, and select the User ID (column A). Now, click on the lower input and the menu with all of the webhook options will appear. Select the value for User ID.
Finally, make the maximum number of return rows "1". Click OK.
Now, add a third module - Google Sheets, "Update a Row". Select the relevant spreadsheet ID and sheet name.
Click on "Row number" and select "Row number from the menu - where you should see options appear in green. After "Row number" has been selected, you can use the accordion to hide these - you won't need any more of the values that are in green.
Now, click on the remaining values - and match them to the relevant webhooks values you previously did. Make sure you fill out all fields this time. Please ensure that the values you assign are in red and not green - or else this will not work!
Click OK, and click "Run once". Go to your Upflowy flow and run through your whole experience.
If successful, your Make account should show green ticks below each module, and your Google spreadsheet should have a full line of data!
Turn this scenario "On".
Congratulations! Every time a customer fills out your flow, it will populate a line in Google Sheets.
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