How to Connect Sendlane as Data Search

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

The function allows you to search Contacts in Sendlane 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. Selecting the table and sheet from which rows will be exported.
4. An example of data that will be transferred from Google Sheets.

Connecting Sendlane as a Data Search:

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

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.

Connecting Sendlane as Data Search:

Setting Data SOURCE: Google Sheets

Let's look at how the Search function works using the example of updating a Row 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 the 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 grant 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 login!

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 data needs to be updated, 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 the value by which the filtering will take place, for example "1" (in this example, the data type of this field has a boolean data type and returns a value of 1 or nothing, that is, 0).

With such a filter, you will not be downloading rows in which the "Active" field has a value of 1, in this case, this contact is active. Why waste extra steps to overwrite this contact value if it is already listed as active?

Now you can see the test data for one of the rows in your Google Sheets.

If you want to update the test data - click "Load test data from Google Sheets".

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

Next, select an action, for example "Find CONTACT".

The next step is choosing a Sendlane account.

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

Enter the API Key to connect to your Sendlane account.

The API key is located in "Settings" under "API" in your Sendlane account. If there is no generated API key, click API Token, provide a name, and click Create. Copy your API key and paste it into the appropriate field in your ApiX-Drive account.

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

Specify E-mail or Phone, or E-mail and Phone the section Source for data search.

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

If the test data does not appear automatically, click "Search in Sendlane".
Note! For a correct search, the contact must already be in the Sendlane account at the time the search request is sent.

If something does not suit you - click "Edit", go back one step and change the settings for the search fields.

This completes the Data Search setup!

Now we can start setting up Google Sheets as a Data Destination 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 a Google Sheets account to send the Sendlane value to. If this is the same account, then select it.

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

Now you need to select the File (Table) and Sheet in which the Sendlane 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 "A" column, which contains the contact's email data. The system will update the data in the required row only if it matches the contact's 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 Activity variable, which we take from the Data Search block, to the empty column. In the future, this column will be updated according to the value of your contact's activity.

After setting, click "Continue".

Thus, the Data Search block takes the field in the Data Source in which your contact email is registered, queries Sendlane for contact data, in this case, the value of the contact's activity, and passes this value 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 Sendlane Contact Data Search setup! See how easy it is!?

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