16.06.2023
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How to Connect Pagescreen as Data Source

How to Connect Pagescreen as Data Source

The integration will allow you to get data from Pagescreen, transferring it to other systems. For example, you can transfer new data to CRM or GoogleSheets, send it as notifications to a group of managers. You can also send data to the SMS or Email mailing service. So you can automate the data processing process as efficiently as possible using the different services that you use.

Let's go through the entire Pagescreen setup steps together!

Navigation:
1. What data can be get from Pagescreen?
2. How do I connect my Pagescreen account to ApiX-Drive?
3. Link to get data.
4. Sample data.

FAQ:
1. How to send test data from Pagescreen?

To start setup a new connection, click "Create Connection".

How to Connect Pagescreen as Data Source | Create a connection

Select a system as the Data Source. In this case, you must specify Pagescreen.

How to Connect Pagescreen as Data Source | System selection

Next, you need to specify the action "Get DATA".

How to Connect Pagescreen as Data Source | Action selection

The next step is to select the Pagescreen account from which will get the data.

If there are no accounts connected to the system, click "Connect account".

How to Connect Pagescreen as Data Source | Account connection

Specify the name of your account (if necessary) and click "Save".

After that, the page will reload and the saved account will automatically selected.

How to Connect Pagescreen as Data Source | Saving an account

If this does not happen, select the created account in the list.

How to Connect Pagescreen as Data Source | Account selection

Copy the link in the "URL for receiving data" field, go to your personal Pagescreen account.

How to Connect Pagescreen as Data Source | URL for receiving data

Go to the Integrations section, next to Webhook, click Setup.

How to Connect Pagescreen as Data Source  | Go to settings

In the ADD A NEW WEBHOOK ENDPOINT field, paste the Webhook link that you copied earlier in the ApiX-Drive system and click ADD WEBHOOK.

How to Connect Pagescreen as Data Source | Configuring data transfer via Webhook

Sending test data. On the page that opens, select an event, such as capture.new, and click "Send a test" to send test data and verify integration.

How to Connect Pagescreen as Data Source  | Sending test data

Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.

It is necessary to commit an event, for example, take a screenshot of your url that you have configured
monitoring for or generate test data sending as described above .

After that, at the Test stage in the Data Source, fields with data will displayed.

If this does not happen, click "Load test data from Pagescreen" or repeat the generation of test data, or wait for a while, the data does not come immediately, but within 1 minute.

If necessary, you can set up a Data Filter, or click "Continue" to skip this step.

To find out how to configure the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter

How to Connect Pagescreen as Data Source | Data Filter

You can now see the test data from the screenshot.

If the test data does not appear automatically, click "Load test data from Pagescreen" or try to generate an event in your Pagescreen.

If you are satisfied with everything, click "Next".

Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.

It is necessary to commit an event, for example,
take a screenshot of your url that you have configured monitoring for or generate test data sending as described above .

After that, at the Test stage in the Data Source, fields with data will displayed.

If this does not happen, click "Load test data from Pagescreen" or repeat the generation of test data, or wait for a while, the data does not come immediately, but within 1 minute.

How to Connect Pagescreen as Data Source | Test data
How to Connect Pagescreen as Data Source | Test data
How to Connect Pagescreen as Data Source | Test data

This completes the entire Data Source setup! See how easy it is!?

Now you can start setup the Data Destination system.

To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!

How to Connect Pagescreen as Data Source | Go to the Data Destination