How to Connect Platformly as Data Search

Integration with Platformly is implemented as a separate Search block, which can be placed between the Data Source and Data Destination. This allows you to retrieve data fields from the Data Source, query Platformly to search for contacts based on specified values, and transfer contact data to the Data Destination fields. This allows you to automatically retrieve data from Platformly and transfer it to the services and systems you use using Search.

The function allows you to search for Platformly Contacts and update data

Navigation:

Connecting Google Sheets as a Data Source:

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

Connecting Platformly as a Data Search:

1. What data can I get from Platformly?
2. How do I connect my Platformly account to ApiX-Drive?
3. How do I set up a Platformly data search in a selected action?
4. Example of data that will be transferred from Platformly.

Setting up row updates in Google Sheets:
1. What will the Google Sheets integration do?
2. How to connect a Google Sheets account to ApiX-Drive?
3. How do I configure the selected action to transfer data to Google Sheets?
4. Example of data that will be sent to your Google Sheets.
5. Auto-update and communication response 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 need to select Google Sheets.

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

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

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

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

Once the connected account appears in the "active accounts" list, select it for further work.

Attention! If your account is listed as "inactive accounts," please verify 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 the column from the table that contains the data you are looking for.

2. Select the "Does not contain" action.

3. Write the value by which the filtering will occur, for example "Ukraine".

With this filter, you won't export rows that already contain the country "Ukraine." Why waste extra time overwriting the country if it's already specified?

You can now see sample data for one of the rows in your Google Sheets spreadsheet.

If you want to update the test data, click "Download test data from Google Sheets".

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

Now let's add the additional Data Search block. To do this, click "+" and select "Add Data SEARCH" from the list.

Select "Platformly" as the system in which the search will be performed.

Next, select the action "Find CONTACT".

The next step is to select a Platformly account.

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

In the window that opens, you must fill in the "API key" field.

To do this, let's go to your Platformly personal account.

Go to the "Api Docs & Keys" section.

Generate an API key and paste it into the appropriate field in the ApiX-Drive system.

Once the connected account appears in the "active accounts" list, select it for further work.

Specify the email from the Source block to search for data.

Now you see test data for one of the Contacts. You can transfer this data to your receiving table.

If the test data does not appear automatically, click "Search Platformly".

If you're not happy with something, click "Edit," go back a step, and change the search field settings.

This completes the Data Search setup!

Now we can begin setting up Google Sheets as a Data Destination system.

To do this, click "Add Data DESTINATION".

Setting up Data Destination: Google Sheets

Select the system as Data Destination. In this case, you need to select Google Sheets.

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

The next step is to select the Google Sheets account to which the Platformly country will be transferred. If this is the same account, 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 Platformly Contact data will be updated.

In the "Search Column" field, select the column by which to search for data. This means where to look for data in the table.

Next, in the "What to Search For" field, you need to select a variable from the drop-down list or enter the data manually. This variable specifies the value the system will search for to update the row you need. In our case, we'll select column "C," which contains the contact's email address. The system will update the data in the required row only if it matches the contact's email address.

You also need to specify the Search Type in case multiple lines with the same email are found:

"First found row" - data search and updating will occur in the first found row that satisfies the search conditions.
"Last found row" - the search and update of data will occur in the last found row that satisfies the search conditions.
"All found rows" - the search and data update will occur for all found rows that meet the search conditions.

Also specify the parameter as Overwrite data:

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

Now you need to assign the contact's country variable, which we'll get from the Data Search block, to the empty column. This column will be updated with data for your contact's country.

After setting up, click "Continue".

Thus, the Data Search block takes the field in the Data Source in which you have the contact's email address, queries Platformly for contact data, in this case, the contact's country, and passes this country to the Data Destination field, for example, in column "F".

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 the gear icon to select the desired update interval or set up Scheduled Run. To schedule the connection, select Scheduled Run and specify the desired connection update time, or add multiple times at once.

Important! For the Scheduled Start to run at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, if you select 12:10 PM and the current time is 12:08 PM, the automatic connection update will occur at 12:10 PM the next day. If you select 12:20 PM and the current time is 12:13 PM, the automatic connection update will occur today and every day thereafter at 12:20 PM.

To make the current connection trigger after another connection, check the "Update only after connection" box and specify the connection after which the current one will trigger.

To enable auto-update, move the slider to the position shown in the picture.

To force the connection, click on the arrow icon.

This completes the Platformly Chat Data Search setup! See how easy it is!?

Now you don’t have to worry, ApiX-Drive will do everything on its own!