How to Connect Drip as Data Search

Integration with Drip is implemented in the form of a separate Search block, which can be placed between the Data Source and Data Destination. This will allow you to receive fields with data in the Data Source, make a request to Drip to search for a contact using specified values, and transfer data on the contact to the Data Destination fields. Thus, through search, you can automatically find contacts in Drip and transfer data on them to the services and systems that you use.

The function allows you to search Contact for Drip and update data

Navigation:

Connecting Google Sheets as a Data Source:

1. What data can be get from Google Sheets?
2. How to connect your Google Sheets account to ApiX-Drive?
3. Select the table and sheet from which rows will be unloaded.
4. An example of data that will be transferred from Google Sheets.

Connecting Drip as a Data Search:

1. What data can be get from Drip?
2. How to connect your Drip account to ApiX-Drive?
3. How to set up data search in Drip in the selected action?
4. An example of the data that will be transferred from Drip.

Setting up row updates in Google Sheets:
1. What will the Google Sheets integration do?
2. How to connect your Google Sheets account to ApiX-Drive?
3. How to set up data transfer to Google Sheets in the selected action?
4. An example of the data that will be sent to your Google Sheets.
5. Auto-update and update interval.

Setting Data SOURCE: Google Sheets

Let's look at how the Search function works using the example of updating Rows in Google Sheets.

First, you need to create a new connection.

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

Next, you need to specify the action "Get ROWS (all)".

The next step is to select a Google Sheets account from which the data will be uploaded.

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

Select which account you want to connect to ApiX-Drive and provide all permissions to work with this account.

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!

Select the Google Sheets table and sheet where the data you need is located.

At this step, you can add a data filter to load not all rows, but only those for which you need to update the data, for example:

1. Select a column from the table in which you have the data you are looking for.

2. Select the "Does not contain" action.

3. Write a value to filter by, for example "active".

With such a filter, you will not be able to unload rows that already have this status. Why spend additional actions to overwrite this status if the contact is in this status?

You can now see test data for one of the rows in your Google Sheets table.

If you want to update your test data, click "Load test data from Google Sheets."

If you want to change the settings, click "Edit" and you will go back a step.

Now we connect an additional Data Search block. To do this, click on the "+" and select "Add data SEARCH" from the list.

As the system in which the search will be performed, select "Drip".

Next, select the action “Find CONTACT”.

The next step is choosing a Drip account.

If there are no accounts connected to the ApiX-Drive system, click “Connect account”.

Enter authorization information into your Drip personal account and click Authorize to connect.

When the connected account appears in the "active accounts" list, select it.

Select the account in which the contact will be searched.

Next, enter the E-mail from the Source block to search for data.

Now you see test data from the result of one of the contacts. You can pass this data to your reception table.

If test data does not appear automatically, click “Search in Drip.”

If you are not satisfied with something, click “Edit”, go back a step and change the search field settings.

This completes the Data Search setup!

Now we can start setting up Google Sheets as a Data Reception system.

To do this, click "Add Data DESTINATION".

Setup Data Destination system: Google Sheets

Select the system as Data Destination. In this case, you must specify Google Sheets.

Next, you need to specify the action "Update ROW".

The next step is to select the Google Sheets account into which the Drip status will be transferred. If this is the same account, then we select it.

If you need to connect another login to the system, click “Connect account” and repeat the same steps described when connecting Google Sheets as a Data Source.

Now you need to select the File (Table) and Sheet in which the Drip contact data will be updated.

In the "Search column" field, you need to select the column by which the data will be searched. That is, where to look for data in the table.

Next, in the "Search" field, you need to select a variable from the drop-down list or enter the data manually, by which value the system will search for data to update the row you need. In our case, we select the "E" column, which contains the email. The system will update the data in the desired row only if it matches the email.

Also, you need to specify the Search Type, in case several lines with the same email are found:

"First found row" - searching and updating data will occur in the first found row that satisfies the search conditions.
"Last found row" - searching and updating data will occur in the last found row that satisfies the search conditions.
"All found rows" - search and update of data will be performed on all found rows that satisfy the search conditions.  

Also specify the option how to Overwrite data:

- Overwrite old data - new data will be written over the old ones.
- Append to old data - new data from the Data Source will be appended to the old data.

Now you need to assign the contact status variable to the empty column, which we take from the Data Search block. In the future, data on the contact status will be updated in this column.

After setting, click "Continue".

Thus, the Data Search block takes the field in the Data Source in which your email is registered, queries Drip for contact data , in this case the contact status, and transfers this status to the Data Destination field, for example, in the “F” column.

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 set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.

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 force the connection, click on the arrow icon.

This completes the Drip Contact Data Search setup! Everything is quite simple!

Now don't worry, ApiX-Drive will do everything on its own!