Workato is an iPaaS (integration platform as a service) that lets organizations connect the applications they use in business. In this article, we will describe how to connect Fluix to Google Sheets via Workato and automate the data flow from the completed forms to spreadsheets without any manual effort.
To test the integration, you’ll need a Fluix license, or free 14-day trial account, Workato license, and access to Google Sheets.
To proceed with connecting Fluix to Google Sheets via Workato, please follow the steps below:
Step 1 – Creating a process in Fluix.
Log into the Fluix admin portal and go to the Workflows section. Create a new workflow with the Submit by HTTP submit action and select POST values as the data type.
Step 2 – Connecting Google Sheets to Workato.
Log into the Workato admin portal and create a new project.
In the created project, click Create in the right upper corner and choose Connection.
Search for Google Sheets and click on its icon.
Name the connection and sign into your Google account.
Step 3 – Setting up the webhook
Click Create and choose the Recipe option.
Name the recipe, choose the location, pick Trigger from a webhook as a start point and click Start building.
Click Start guided setup.
Copy the appeared webhook address and click Next.
Insert the link into your workflow in Fluix and save it.
Submit the sample document through your workflow and click Setup webhook.
Step 4 – Configuring the data flow from Fluix to Google Sheets in Workato.
On the flowchart click the plus icon and choose the IF condition.
Configure the IF condition by mapping the required fields and choosing is present as a condition. Pick Action in an app as the next step and choose Google Sheets from the list of apps.
Choose the Add row action to be performed in the Google Sheet.
Choose your Google Sheets connection. Then pick the spreadsheet and sheet, map the columns to be filled in, and hit Save.
Step 5 – Testing the setup in the Fluix app
Log into the Fluix app on your device, fill in the fields previously chosen for the integration and submit the document.
Data from the Fluix form fields appeared as a new row in Google Sheets.
In case you have any questions or difficulties with setup, contact our support at firstname.lastname@example.org and we’ll be happy to help you.
Check other Fluix integrations here.
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