How to Connect Corezoid as Data Destination
The integration allows you to get data from different systems and transfer it to Corezoid. For example, you can transfer the data from your website, landing page, or Google Sheets to Corezoid and process them in one place. This way you can automate the interaction process with services that use and store all the information in one convenient place.
Let's go through the entire Corezoid setup steps together!
Navigation:
1. What will integration with Corezoid do?
2. How to connect the Corezoid account to ApiX-Drive?
3. How can set up the selected action to transfer data to Corezoid?
4. An example of the data that will be sent to your Corezoid.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Corezoid as a Data Destination.
To do this, click "Start configuring Data Destination".
Select the system as Data Destination. In this case, you must select Corezoid.
Next, you need to specify the action - "Send DATA".
The next step is to select the Corezoid account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
In the window that opens, fill in the "URL for sending data" field.
URL for sending data - located in your personal Corezoid account.
Go to your personal Corezoid account, to the "Workspace" tab, then to the "Process" tab and click the "Create" button.
Enter a name for the process and click OK.
Go to the newly created process, click the "Start" button, then click the "Copy webhook via JSON".
Go to ApiX-Drive, paste the copied link into the "URL for sending data" field and click "Continue".
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to assign variables from the Data Source to the Corezoid fields you need.
First, you need to select "Send Type" - POST Json.
Now you need to assign variables from the Data Source to the Corezoid fields you need.
Specify the field names under which you will transmit the data to Corezoid. In this case, you can specify any values. This system will accept any fields and data in them.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.
Now you can see the test data.
To check the correctness of the settings - click "Send test data to Corezoid" and go to your Corezoid to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
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 launch 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 Corezoid as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!