How to Connect Avochato as Data Destination
The integration will allow you to send messages to Avochato, in response to some action in other systems. For example, if a new row appeared in Google Sheets, an order in CRM moved to another stage of the funnel, or when a new order appeared on your site. This will allow you to efficiently automate your workflows and save you a lot of time.
Let's go through the entire Avochato setup steps together!
Navigation:
1. What will integration with Avochato do?
2. How to connect Avochato account to ApiX-Drive?
3. How to setup data transfer to Avochato in the selected action?
4. An example of the data that will be sent to your Avochato.
5. Auto-update and update interval.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Avochato.
Next, you need to specify the action "Send SMS" - based on the data from the Data Source, the system will send a message to the specified number.
The next step is to select the Avochato account to which the data will be sent.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
In the window that opens, fill in the "Auth ID" and "Auth Secret" fields.
To do this, let's go to the Avochato personal account.
1. Go to the "Settings" tab.
2. Go to "API Access".
3. Click the "GENERATE CREDENTIALS" button.
4. Copy the "Auth ID" and "Auth Secret" fields and paste them into the ApiX-Drive fields. Then click save.
When the connected account is displayed in the "active accounts" list, select it for further work.
Attention! If your account is in the "inactive accounts" list, check the correctness of the specified data!
Now you need to specify the field where the recipient's phone number will be taken from.
Also, you need to specify the sender.
You also need to specify the alpha name of the sender that you have registered or the one that is set by default - avochato.
In the "Message" field, you can use both system variables such as time, date, year, month, day, as well as variables from the data source system, in this case Google Sheets.
You can combine these variables in any way you like. For example, manually write the text and add the order number from the Google Sheets column.
Now you can see how the future SMS message will look like, according to the selected data.
Click "Send test data to Avochato" and an SMS message will be sent to the phone number specified in the test data.
If something does not suit you - click "Edit" and go back one step.
If everything suits you, click "Next" to continue the setup.
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Avochato as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!