For the latest Tutorial on Zapier, please read: How to Zap 1000+ data sources to Datadeck with Zapier
I’m happy to announce the Beta version of Datadeck’s Zapier integration. Zapier is a powerful web app automation platform. Datadeck’s Zapier integration allows you to import data from a wide variety of data sources.
In this post I’m going to explain how to activate our Beta features and give you a guided example on how to make your first Zapier-Datadeck integration.
1. Turn on Beta test mode
First you need to turn on Beta test mode for your space. Beware that you need to be a space owner or admin to do this.
2. Create the Zapier connection in the new Data Manager
The Beta test switch turns on a new “Manage data beta” entrance in the bottom left corner.
Click “Add connection” and click Zapier:
3. Create a Zapier connection
In this guide we’ll create a Zapier connection for receiving the “New card created” trigger from Trello - a popular project management application. For this step it’s important to know what data you want to receive from Trello. In this case we will gather Trello’s: Card Name, Description and Last update data.
You’ve finished the setup in Datadeck, and now it’s time to continue on the Zapier side. Since it’s the first time you’ve created a Zap for Datadeck, you need to authorize Zapier to access your Datadeck account. To do this you’ll need your Datadeck account’s API key. Click the “Copy API key” button to copy the key to your clipboard for later use in Zapier. You can always find your key in “Account Settings”.
Now click the “Make a Zap!” button, and you’ll see a Zap editor pop-up (login to Zapier if you haven’t yet).
4. Create a Zap in Zapier
The remaining steps are standard stuff if you’re already familiar with Zapier. Just a little background in case you’re not: a simple Zap contains a Trigger and an Action. The Trigger represents an event in a web app (here “a new card is created in Trello”). The Action represents a thing to be done in another web app (here "send a new data row to Datadeck). Let’s see this in action.
Find Trello in the app list:
Choose “New Card” as the trigger event:
Connect to your Trello account if you haven’t:
Select the Board and List of the Trello board you are managing:
Follow the steps where Zapier verifies your Trello connection and fetches sample data. Now it’s time to configure the Action part. Select the “Zapier Connection” you created previously in Datadeck for receiving Trello data.
Search for Datadeck in the app list:
Right now we only have one type of action:
Since it’s the first time you’re using Datadeck in Zapier, you need to connect your Datadeck account to Zapier:
Click “Connect” and paste your Datadeck API key into the popup. Remember that in Step 2 you copied the API into your clipboard? (If you didn’t you can always find it in “Account Settings” in Datadeck.) Please note that you only need to connect your Datadeck account once and can keep using it for future Zaps.
Now we have to the most important step: map data from Trigger to fields in Datadeck. First choose the previously created Zapier connection as Destination:
Then you should see the fields you previously created in Datadeck. Choose what to include in each field. In this Trello example we’re using: “Name” for “Card Name”, “Desc” for “Description” and “Date” for “Last Activity” for “Last Update”:
Wait for the data to be tested. Now it’s time to name your Zap and turn it “on”.
5. Create a widget in Datadeck with your Zapier connection
Now it’s time to claim your reward :). Create a few cards in Trello, and then go back to Datadeck and create a widget with your Zapier connection. It works the same way as any other data connection. Please beware that Zapier has different run schedules based on your plan, so you may need to wait a moment for data to be sent from Zapier to Datadeck.
Hopefully everything has worked out and it was easy to set up. Get in touch with us if you have any difficulty. Our Zapier integration is still in Beta, that’s why we would love your feedback to help optimize our user experience and make sure everyone gets the most out of their data.
Reply to this topic to share your thoughts, ideas and tips.
Have a great data-driven day!
Yiming from Datadeck