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 is for one of the most commonly used Zaps by Design Pickle users...Submitting Requests via Google Sheets!
What You’ll Need:
- A Zapier account
- A Design Pickle account
- 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 you to copy!
- To save your own version of it, open the google sheet template. Once you're in the spreadsheet, go to file --> make a copy to copy it to your own account.
- NOTE: You'll notice some test data in the spreadsheet. 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.
Time to Set Up The Zap!
Head over to Zapier and begin creating a new Zap:
- Select Google Sheets and then "New Spreadsheet Row" from the trigger options.
- Then choose Design Pickle and "Create Request" as the action, and hit "Use Zap" to continue the set up process!
Step One: The Trigger from Google Sheets
1) Connect Zapier with your Google account.
2) Find your spreadsheet in the dropdown menu, and select the appropriate worksheet within the spreadsheet.
Zapier will want to test the connection, so make sure you have data in the spreadsheet for Zapier to pull! Once your data appears, click "Continue" and let's set up the request.
Step Two: The Request for Design Pickle
1) Connect your Design Pickle account to Zapier, if you haven't done so already. Review this article on how to do this with your API Token, if needed.
2) The next step is to customize the request! We have to tell Design Pickle which spreadsheet columns match up with what information Design Pickle request form. Select the corresponding Google Sheet columns from the spreadsheet you want to be sent to Design Pickle.
- NOTE: for the Size field, you will want to switch to "Custom" and find the Size column from the dropdown menu:
3) 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.
Give it a couple of minutes, and then head over to jar.designpickle.com to make sure it got in the Design Pickle Platform!
P.S. Be sure to delete your request from your queue (if it wasn't a real design request), so your designer isn't confused 😉
If your test worked, go ahead and turn your Zap on to continue adding requests directly from your spreadsheet.
Bonus (optional) Step!
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)? Yeah...that would be great...
...and it's totally possible with the spreadsheet you already 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 completed a request. When that request is complete, we'll tell Zapier to search for that request by its name in your spreadsheet.
Start by setting up the Zap the same way as above:
1) Connect your Design Pickle account
2) Connect your Google account and choose your spreadsheet
3) Customize the Spreadsheet row to look like the following:
- For Row, select "Custom" and find the "Subject" in the dropdown menu:
(Note: If Zapier can't find this subject, 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.)
IMPORTANT NOTE: Please avoid updating existing rows/requests that have already been sent to your designer.
Want additional Zapier support from Design Pickle?
We’ve got you covered.
One of our Project Managers can assist with setting up your Zapier integrations.
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 also 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.