Ever wanted to pull non-financial data from other software such as CRMs, marketing analytics, payroll systems, or HR programs into Syft? Well, with the help of the Syft Zapier integration and Connections, you can do just that.
How does it work?
Zapier lets you connect multiple apps to each other. You can pull non-financial data from CRM platforms such as HubSpot or Mailchimp, marketing tools like Google Analytics, and almost any software into Connections to transform the data into beautiful and understandable graphs, insights, and reports.
Some popular softwares you can pull into Syft include: Slack, Google Calendar, Mailchimp, Twitter, Google Drive, HubSpot, Trello, Discord, Calendly, Notion, Google Forms, Stripe, Microsoft Outlook, Facebook Pages, Salesforce, Asana, YouTube, Shopify and Square. And this is just the tip of the iceberg!
Once you’ve set up your Zap on Zapier, which serves as the integration between your chosen software and Syft, the data will pull through automatically. Now in just a few steps, you can transform your non-financial data into clear insights that you can use in decision making for your organization.
Generating an API key
Before creating a Zap on Zapier, you will need to generate an API key in your account settings on Syft. As a Syft user, you may create up to 5 API keys that you may share with other users. Each API key is associated with your Syft user account and therefore may access your data that is made available via existing API services.
To generate an API key, navigate to the "API" tab in "My Account". Once there, you can click "Add Key" to generate an API key. With an API key generated, you can now set up a Zap on Zapier.
Each API key is associated with an API version to which requests are sent. You can also toggle whether an API key is enabled or disabled and designate a period of validity by setting an expiration date.
💡 Pro Tip
Keep your API key safe or set an expiry date on the key if you are sharing with other users.
Syft's Zapier integration
Syft's Zapier integration only contains action events, all of which can manipulate the data within an existing connection. At present, there are three events to choose from: "Create Field", "Modify Field" and "Set Data in a Field":
"Create Field" allows you to create a new field within an existing connection
"Modify Field" allows you to modify the configuration of an existing field within an existing connection
"Set Data in a Field" allows you to adjust the data in an existing field on an existing connection. You can either update or increment a given data value. When an update is chosen, the existing connection data value will be updated to that of the value being supplied by the Zap. When increment is chosen the value supplied by the Zap will be added to (or subtracted from) the existing connection data value
Creating a Zap
A Zap consists of a trigger and an action. A trigger is the event that starts a Zap while an action is an event performed by the Zap once it has been triggered. Zapier does provides various tools to create more advanced automations, but these two events are the most common.
The trigger
To start, choose the trigger software and an event from the dropdown of possible options. Enter your account details and sign in.
Configure the trigger to extract the required information and proceed.
When testing the trigger, check that Zapier is finding the right information according to what you have selected. You will be able to see all the information Zapier could find for the chosen event on the connected software.
Now that we have set up the trigger of our Zap, we will move on to configuring the action with Syft's Zapier integration. This process follows much of the same flow as the trigger set up, but with some key differences.
💡 Pro tip
Keep the data output options of the software you are working with in mind when you build your Zap. Syft's Zapier integration is best suited to accept text and numeric
The action
To connect your Syft account, you will use the API key that was generated before creating the Zap. Copy and paste your API key into the dialogue box of the popup tab to complete the account setup.
Next, configure the action of your Zap. The fields available for configuration will vary depending on what event has been chosen, but each action will require the choice of an existing connection source.
Once the Zap action has been configured, it can be tested. When the Zap is working as intended, all that's left to do is to publish it!
Zapier is a powerful tool when it comes to linking applications together. By using Syft's Zapier integration, you can save time using automation and make the most of your non-financial data.