Guide: Using Zapier with Databox
Zapier is a tool that allows non-technical users to connect Data Sources that Databox doesn't natively integrate with.
A connection between two apps is called a Zap. A Zap is made up of a trigger and action(s). Whenever the trigger happens in one app, Zapier will automatically perform the action(s) in another app.
When we set up Zaps to sync data with Databox, Databox is set as the app where the action is performed.
How to create a new Zapier token
To create a new Zapier token, go to
Data Manager > + New connection. Type
Zapier in the search bar and click on the green
Create Token button, then select
Create Token in the popup window.
Enter a name for your new token and click the
Create button. This will create a unique push token that will allow Zapier to send data to your Databox Account.
How to access pre-built Zaps
When you create a new token, you will have the ability to choose from pre-built Zaps. This can simplify the process of using Zapier to sync your data.
After the initial connection process, you can access pre-built Zaps directly from the Home page in Zapier by using the search field. Enter "Databox" in the search field or click here to access Popular Zaps drop-down to view pre-built Zaps.
Pro Tip: Learn more about the Zapier + Databox integration and the data you can sync
How to create new Zaps in Zapier
Let's say we want to use Zapier's built-in Email service for email tracking. To do this, we'll create a Zap that's triggered every time we forward an email to a custom "@zapiermail.com" address.
We will forward emails from Client 1 to this address to get a better understanding of how often we receive messages from them.
Navigate to your
Home page in Zapier. Click the orange
+ Create Zap button
In order to give your Zap a name click on "Untitled Zap" in the upper leftand enter a new name for your Zap.
CHOOSE APP & EVENT:
Since we're using a built-in Zapier app, we'll select
Email by Zapier
We want this Zap to be triggered when an email is forwarded to our
zapiermail.com email address. So, we'll select
New Inbound Email for the
Event (selection is automatically saved).
Click the blue Continue button.
SET UP TRIGGER: Next, we need to customize our @zapiermail.com email address. Enter a string in the text field and click
Copy to Clipboard to copy the custom @zapiermail email address. This is the email address where we will forward messages from Client 1.
Click the blue
TEST TRIGGER: At this point, it's best practice to
Test trigger and our current setup
CHOOSE APP & EVENT: Next, we'll need to define an Action that follows the trigger. To start, we'll choose
Databox as the
Action App from the
App event list.
Now we must select a
Databox Event (action). Databox Event define how the data is tracked.
- Increase Counter: Every Action that is triggered in a Zap will count as 1 event. This means that Databox will increment the current value by 1 each time the Zap is triggered.
- Push Custom Data: Every Action that is triggered in a zap will sync as custom data with Databox.
For our example, we'll select
Increase Counter, so we can easily see the total number of emails we're receiving from Client 1.
Click the blue
CHOOSE ACCOUNT: Here we must select a
Databox Account. If you don't have Databox connected, click +
Connect a new account. This will open a window where you can enter the push token that was generated for Zapier
SET UP ACTION: Rather than increasing the counter for a Metric that already exists in our Databox Account, we want to create a completely new Zapier Metric that's tracking this data.
To do that, we'll select
Custom from the
Metric drop-down list. Now we will be able to enter the name for our Metric to the
Metric field. This is the Metric name that we'll select in the Designer in Databox.
For our example, we'll enter
Emails Received From Client 1 as the
TEST ACTION: We can now send a test counter to Databox to confirm everything is working as expected
Publish Zap to complete and activate the Zap
How to build a Databoard using Zapier data
+ Create New Databoard >
Click on the
Visualization Types icon under the Metric Library icon on the left-hand side of the Designer
View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
Click on the Datablock on the Databoard to open the corresponding
Datablock Editor on the right-hand side of the Designer
Metrics drop-down, click
Data Source to select the appropriate Zapier Data Source. This will filter out metrics from the specific Data Source.
Select the metric you'd like to display on the Datablock, using the Search bar if needed. This will update the Datablock, and it will populate with the corresponding data.