How to Connect Trafft as Data Source
The integration will allow you to get data on booked appointments and clients from Trafft, transferring data on them to other systems. For example, you can transfer new appointments to CRM or GoogleSheets, send them as notifications to a group of managers so as not to miss a single appointment. You can also send customer data to the SMS or Email mailing service. So you can automate the data processing process as efficiently as possible using the different services that you use.
Let's go through the entire Trafft setup steps together!
Navigation:
1. What data can be get from Trafft?
2. How to connect a Trafft account to ApiX-Drive?
3. Link to get data.
4. Sample data for a booked appointment.
To start setup a new connection, click "Create Connection".
Select a system as the Data Source. In this case, Trafft must be specified.
Next, you need to specify the action "Get DATA".
The next step is to select a Trafft account from which the will get the data.
If there are no accounts connected to the system, click "Connect account".
Specify the name of your account (if necessary) and click "Save".
After that, the page will reload and the saved account will automatically selected.
If this does not happen, select the created account in the list.
Copy the link in the field "URL for receiving data", go to your personal Trafft account.
Log in to your Account Settings in the Features & Integrations section.
Find Webhooks, activate it by pressing Activate and go to Configure.
Click Create Webhook and select an event at which the data will be sent to the Webhook.
In the Name field, give a name to your event, in the Webhook URL field, paste the Webhook link that you copied earlier in the ApiX-Drive system.
Click "Send Test Webhook" to send the data to the Webhook link and Save Change to save the settings.
Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.
It is necessary to commit an event, for example, create an order.
After that, at the Test stage in the Data Source, fields with data will displayed.
If this does not happen, click "Load test data from Trafft" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.
If necessary, you can set up a Data Filter, or click "Continue" to skip this step.
To find out how to configure the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter
Now you can see the test data for the booked appointment.
If the test data does not appear automatically, click "Load test data from Trafft" or try to generate activities in your Trafft using testing.
If you are satisfied with everything, click "Next".
Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.
It is necessary to commit an event, for example, create an order.
After that, at the Test stage in the Data Source, fields with data will displayed.
If this does not happen, click "Load test data from Trafft" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.
This completes the entire Data Source setup! See how easy it is!?
Now you can start setup the Data Destination system.
To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.
Good luck!
