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
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 with.
After the initial connection process, you can access pre-built Zaps directly from the Home page in Zapier. Select Databox from the Popular Zaps drop-down to view pre-built Zaps.
Pro Tip: Learn more about the Zapier + Databox integration and the data you can sync here.
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.
Click the blue Continue button.
- 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.
his is where we'll enter the name for our Metric. 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 Custom Value for Metric ID."
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