This tutorial will guide you to export data into Google Sheets through using Integromat.
Integromat will automate processes that you currently handle manually. It is capable of connecting apps as well as transfering and transforming data. Please check a list of supported apps
New Request for Human Takeover: Triggers when a user request to contact human operator
New Checkpoint Record: Triggers when a new checkpoint record is created
New Subscriber: Triggers when a user subscribes to receive broadcast messages
Updated User Attribute: Triggers when a specified User Attribute has been added or updated to audience
New Tag on User: Triggers when a new tag is added to a user
How to integrate BotStar and Google Sheets
In this article, New Tag on User event type is used when a user is tagged with a new tag. The system sends out tag and user information.
This tutorial will show you how to integrate BotStar with Google Sheets through the Webhook in Integromat to collect user data when a user is labelled a new tag or defined tag. Webhook in the Integromat is a type of Trigger Module, more exactly, Instant Trigger, which makes getting data immediately.
Prepare Google Sheet
Prepare a Google sheet to manage the new tag on user as below to get data.
Find webhook service
Log into Integromat, then, click on Create a new scenerio to create a new scenario, look for webhook and select, then click Continue
Choose a webhook type
Integromat will ask you to select type of Webhook, choose Custom Webhook.
Click on the newly added application and press the Add button in the Webhook. Integromat will generate a link, please copy that link. At the same time, Integromat will wait for data that you send to a created link to structure data and identify the fields that will be returned to the next integrated module in the scenarios.
Enable Integromat in BotStar
In BotStar, go to Connect > Integrations. After enabling Integromat, you choose the type of event you want to receive data back and copy the link you got, then save it.
Create a sample tag
You create tags to check simultaneously, so webhook in the Integromat can constitute the data structure that will be returned.
Check if webhook is working
After defining the data structure, Integromat will show "Successfully determined" as shown in a picture below.
Connect Google Sheets
In Integromat, find and select Google Sheets as the next application to save data from BotStar. To get access to the files, you select Add Connection to verify the account, find the right file and the page you want the data again.
Fill in sample information
As you will see on the left of the picture below is the data identified in the previous step and on the right are the positions corresponding to the title you put in the Google Sheets page. Please select the data fields corresponding to the columns in Google Sheets so that the returned data are correct with the selected order.
Add Directive to solve errors
To handle the data errors and help the flow to avoid interruption while running, right-click on the Google Sheets application and set Directives as Ignore to Integromat ignore the data errors while receiving.
Overview of a scenario
An overview of a scenario in Integromat that extracts data from BotStar and adds it to the Google Sheets via the Integromat as the picture below. Please press the Save button below to save this activity stream, then select the Run button in the lower left corner to test the data before activating this scenario.
View the result sheet
Creating a tag named test2 in BotStar through the Integromat configuration on the data that will extract the data as picture below.
After completing the above steps, turn on Scheduling and select the time Immediately to activate the scenario and data will be returned to the Google Sheets immediately.
Advanced filter in Integromat
Sometimes when working with some events, you need to filter data to get the data that matches with your particular requirements such as event User Tag Updated, you have already set up Integromat, however, in the flow of bot, you use many actions Add Tag to categorize your customers and you just want the "potential customer" tag to be saved to Google Sheets.
Click on the “Wrench icon” in the middle of the link between Webhooks and Google Sheets, then select Set up a filter.
You can filter the data entered into the condition field, including the fields and the values. As shown in the picture below, filter settings tagName is hero.
After installing the filter, only the incoming requests in which tagName is hero will be forwarded to Google Sheets and saved.