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.
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: A bonus zap that will add all your file URLs to your spreadsheet
What You’ll Need:
- A Zapier account
- An active Design Pickle subscription
- Your Design Pickle API Key
- A Google Sheet (we'll provide a template below)
Step One: Prepare your Google Sheet
First things first, you're going to want to get your Google Sheet prepped and ready to go.
This sheet is where you'll add all of your information for the requests you need — think of it as a spreadsheet version of the form on jar.designpickle.com.
You can make your own spreadsheet if you'd like, but in the interest of saving time we've created this handy template for your to copy.
To save your own version of it, click on the link below. Once you're in the spreadsheet, go to file --> make a copy to copy it to your own account.
You'll noticed that there is already some test data in there. If you want to try submitting your own request from this sheet, go ahead and update row 2 with the information for the request you'd like to submit. It will then be submitted as we test out the zap in the following steps.
Set Up The Zap: Create a New Request from an Updated Row in a Spreadsheet
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 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 linked, the next step is to determine which spreadsheet of yours will be the one where you can create new requests. If you've made a copy of our template and saved it as a copy to your own Google account, it should appear in your spreadsheet list.
Go ahead and 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. If you see a green bar with "test successful" type copy, it's time to move to the next step.
Step 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.
To find your API key, head to jar.designpickle.com/settings . Under "API Key", 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 ;-) ).
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.
Match up the fields here with your columns in Google Sheets
Watch this quick video to see how to do that...
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 the "test this step" 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!
Give it a couple of minutes, and then head over to jar.designpickle.com to make sure it got in the Design Pickle Platform! If you don't actually want your designer to work on this test request, make sure to delete it!
Why isn't my request getting sent in?
If your request did not go through, make sure you:
- Turn your zap on
- Check your task history for failed zaps
- Have all the required fields filled out
How do I know if something was sent in?
If you're curious to see if a new spreadsheet row has been sent in or back yet, head to your task history to see what zapier has processed.
Some of my entries are getting added but aren't complete!
Your spreadsheet will be checked every 15 minutes for new columns. If you're in the middle of editing a row, it is feasible that zapier will send that row in if all of your required fields are complete (even if your non-required ones aren't finished).
We'd recommend saving one of the required fields until the end. For example, don't add a title until you're all done filling out the rest of your spreadsheet.
But hold on, we can do more! Wouldn't it be great if once the request is completed, Zapier could figure out if it's in your spreadsheet and update the status and file URL (+ create a row if it doesn't yet exist)?
That would be great! And it's totally possible with the spreadsheet you have from step one.
That's one spreadsheet to rule them all, one spreadsheet to find them, one spreadsheet to bring them all, and via Zapier, bind them.
To do this, we'll create another zap that fires when your designer has delivered a request. When that request is delivered, we'll tell Zapier to search for that request by it's name in your spreadsheet. If it doesn't find it, it will create a new row with the file URL. If it does find it, it will update that row with the new file URL.
Here is the tutorial video that will walk you through how to set up your zap.
IMPORTANT NOTE: Please avoid updating existing rows/requests that have already been sent to your designer.
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.