SwagUp x Spreadsheet.com

 

Spreadsheet.com is a new kind of spreadsheet that brings people, projects, and data together. It works the same as a traditional spreadsheet, but with a whole new set of capabilities that anyone can use to create spreadsheets as powerful as apps. With Zapier, Spreadsheet.com can also trigger a swag shipment or add new contacts to your SwagUp dashboard. 

 

👀Let’s take a look!

 

Resources:

Connecting Spreadsheet.com to Zapier

 

 

1. You'll begin in your Zapier Home to begin creating the Zap

You will need an account with Zapier to log in

 

2. Click on Create Zap

Click on Create Zap

 

3. Click on Spreadsheet.com to set as your beginning app

Click on Spreadsheet.com to set as your beginning app

 

4. Zapier will prompt you to choose the triggering event

Zapier will prompt you to choose the triggering event

 

5. In this case, every time a client fills out a form and creates a new row in my worksheet, I want to send them swag

In this case, every time a client fills out a form and creates a new row in my worksheet, I want to send them swag

 

6. Click on Continue

Click on Continue

 

7. You will next need to sign in to Spreadsheet.com

You will next need to sign in to Spreadsheet.com

 

8. A new window will pop up, prompting you to enter an API key

A new window will pop up, prompting you to enter an API key

 

9. To get this API key, you'll go to your account in Spreadsheet.com

To get this API key, you'll go to your account in Spreadsheet.com

 

10. Click on Personal settings

Click on Personal settings

 

11. Click the API keys tab

Click the API keys tab

 

12. Click on Generate API key

Click on Generate API key

 

13. Name your key

Name your key

 

14. Designate the type of key you need

Designate the type of key you need

 

15. Click on Generate & View

Click on Generate & View

 

16. You will need to copy the key as Spreadsheet.com will not save it.

You will need to copy the key as Spreadsheet.com will not save it.

 

17. Click on Done

Click on Done

 

18. Let's go back to Zapier and input this API key

Let's go back to Zapier and input this API key

 

19. Click on Yes, Continue

Click on Yes, Continue

 

20. Click on Continue

Click on Continue

 

21. Next you need to choose the connected workbook, worksheet and form.

Next you need to choose the connected workbook, worksheet and form.

 

22. Click on Continue

Click on Continue

 

23. Zapier will prompt you to test the connection between Spreadsheet.com and Zapier. Click on Test trigger

Zapier will prompt you to test the connection between Spreadsheet.com and Zapier. Click on Test trigger

 

24. If the test was successful, you can click on continue

If the test was successful, you can click on continue

 

25. Next, we need to create our action in the SwagUp app

Next, we need to create our action in the SwagUp app

 

26. Click on SwagUp

Click on SwagUp

 

27. Click on Send to a New Contact

Click on Send to a New Contact

 

28. Click on Continue

Click on Continue

 

29. You'll need to choose the account you want to send swag from

You'll need to choose the account you want to send swag from

 

30. I'll choose a demo account for the purposes of this article

I'll choose a demo account for the purposes of this article

 

31. Click on Continue

Click on Continue

 

32. Your next task is to set up the fields as they appear in Spreadsheet.com.

You'll need a Name, Phone Number, Email address, Size, and Address information so if your worksheet doesn't include this information, you'll want to make sure to amend your form and sheet.

Your next task is to set up the fields as they appear in Spreadsheet.com.

 

33. You'll also be prompted to choose the swag you want to send

You'll also be prompted to choose the swag you want to send

 

34. Once you've set your fields and click "Continue", Zapier will run a test to make sure that everything is connected.

35. You should be all set from here!

 

Have questions? Contact our customer care team here.

 

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