Zapier makes the process of integrating your Design Pickle account with other web services easy. No custom development is needed and you don’t have to hire a developer to connect your favorite apps to Design Pickle.
This article will help you get set up on Zapier and connect your Design Pickle account to an example application - in this article - we’ll connect with a Google Sheet to submit new requests and stay updated on existing ones, but feel free to explore other options a well.
Please note that using the Zapier integration is private at the moment, so you'll need this link to use it. We’ll be rolling this option out to our entire user base over time with templates that will be a bit easier to step through.
For now, we'll walk through the set up step-by-step.
Here are the zaps we'll create in this article:
- Zap One: Create a New Request from an Updated Row in a Spreadsheet. Then, when a request is completed, it finds the row in your spreadsheet by ID and updates the status and file URL
- Zap Two: Use a Spreadsheet to Record All Your New Requests
What You’ll Need:
- A Zapier account
- An active Design Pickle subscription
- Your Design Pickle API Key
Get Ready! Let's Find Your Design Pickle API Key
Head to jar.designpickle.com/settings . In the first box, you should find a long series of numbers and letters.
Copy this key and keep it safe. Don’t share it with others or post it in a public place (that’s why we blocked ours out ;-) ).
Zap One: Create a New Request from an Updated Row in a Spreadsheet
First of all, make sure you've accepted your invite to create a zap from us by clicking the link we sent you. You should see this screen. Accept your invite. Once you do, you'll be brought back to your all zaps screen.
Now that you invite is accepted, go ahead and click "make a zap" to get the process rolling.
Section One: Google Sheets Setup
Since we're going to use Google sheets to create new requests, we'll want to start our zap out with the Google Sheets application.
Select Google Sheets and then "New or Updated Spreadsheet Row" from the trigger options.
Once you've selected "New or Updated Spreadsheet Row", click "Save + Continue" to move to the next step.
If you've already connected your Google Sheets account to Zapier, then select the account on this screen. If not, hit the "connect an account" button to link your google sheets account to Zapier.
Once your account is created, the next step is to determine which spreadsheet of yours will be the one where you can create new requests.
You can make your own, but we've created this handy template (go to file --> make a copy to copy it to your own account).
Once this spreadsheet is in your account, select it from the dropdown list. Use "Sheet1" as your worksheet option.
Let's continue and then test it to make sure it looks like it's working well.
Section Two: Design Pickle Setup
Once we've cleared the test, we'll tell Zapier that we want to create a new Design Pickle ticket whenever we add a new row to the spreadsheet.
Search for "Design Pickle" from the search bar. Be sure to select Design Pickle 1.1.0 from the options.
If you haven't already authenticated your Design Pickle account, click "Connect an Account" and enter in your API key in the text box. Once successfully connected and tested, your screen will look like this:
Now we have to tell Design Pickle which spreadsheet columns match up with what information Design Pickle needs to submit your request. Select the corresponding Google Sheet columns from the spreadsheet you want to be sent to Design Pickle.
Once we have all our data all matchy-matchy, we'll send in a test request to Design Pickle based on our spreadsheet row data.
Once that looks good and you get a green success message, hit continue, test a test ticket, click the "finish" button, name your zap, and turn on your zap!
Now when you add a row to your spreadsheet, it'll automatically be sent to Design Pickle! Cool, right?!
But hold on, we're not done! Wouldn't it be great if once the request is completed, Zapier could find the row in your spreadsheet by ID and updates the status and file URL?
Good thing is we can do that all in this one spreadsheet.
That's one spreadsheet to rule them all, one spreadsheet to find them, one spreadsheet to bring them all, and via Zapier, bind them.
Section Three: Google Sheets (again)
Underneath the "Create / Update Ticket" box, we're going to click the "add a step" button to add one more step.
We'll select Google Sheets as our application once again.
This time, we'll select "update a spreadsheet row" from the selection options.
We'll once again connect to the Google Sheets account we want.
The "Set Up Template" is the tricky part, so pay attention.
We're going to want a way to update our spreadsheet once a ticket is created by Design Pickle for that request. So we'll need to use our ID field to match up our spreadsheet with Design Pickle's ID so they know they're talking about the same thing.
Go ahead and fill in your template as follows...
We'll use a custom value for Row, and then find our Row ID by selecting "ID" from under the "New or Updated Spreadsheet Row" option.
Next we're going to add the data Design Pickle has to update our spreadsheet. When you're adding this data, make sure you're selecting it from the Design Pickle data source.
Fill in the fields as shown:
Now test it out! Hit finish once the test is good to go and turn the zap on.
Hello neatly updated spreadsheets!!
Now every time a request comes back, your spreadsheet will be updated with the new link, so you don't have to go digging for files in Jar :-)
Zap Two: Use a Spreadsheet to Record All Your New Requests
If you're not looking for a continuously updated Google sheet and simply want to collect data on the requests you're making, then this zap is for you. This zap will collect the details of any new request you submit to Design Pickle.
The first thing we’ll do in the zap is to create your trigger (i.e the first part of the zap) with Zapier
You know that other super secret thing you have - the Zapier link? Well now is the time to click it.
You'll be brought to the above screen. Go ahead and click “Accept Invite & Build a Zap”.
Once you click this button, you’ll be brought back to your “Zaps” page. Click the “Make a Zap Button” to get started building your Design Pickle Zap.
Select “Design Pickle (1.1.0) “ From the dropdown menu.
Then select “New Ticket” , then “Save + Continue”.
Click “Connect an Account” .
If you haven't already authenticated Design Pickle, a window will pop up asking you for your API token from Step One.
Enter your key and then click “Yes, Continue”. You can then choose to rename your connection if you would like to.
Click “Test” to test your connection. A green “success” button should appear.
Once you’re green, hit the “Save + Continue” button.
You’ll then be asked for some options if you’d like to order your results a certain way. We’re going to choose the following options:
- Order By: “Updated At”
- Order Dir: “Descending”
- Status: “Completed”
The final part of setting up the trigger is to test it. Make sure you have at least one recent ticket.
*Click “Fetch + Continue”*
Assuming you have a recent ticket, your test should be successful. Yay!
Now that we have our trigger done, let’s move on to the action
For this action step, we’re going to use Google Sheets. You are more than welcome to use your own favorite application to hook up to — but for this tutorial we’ll be going with the big G to the oogle.
We’re going to select Google Sheets from the search bar in Zapier.
Then, we’ll choose the “create a spreadsheet row” from the menu options.
Next - make sure your Google Sheets Account is connected and working. Hit “Save + Continue” to keep going.
You’ll be asked which spreadsheet you’d like to use.
If you don’t have one set up to collect data, you can make a copy of the sheet above to use.
For each column in your spreadsheet, select the corresponding field from the dropdown.
Test it to make sure it works!
You should see a test zap pop up in your spreadsheet if successful.
Name your zap and turn it on!
We know Zapier can be a little confusing for those who haven't worked with it before. If you're continually running into issues, just reach out to us and we'll help you out.