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Directual + Zapier

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What is Zapier

Zapier is a popular integration hub. "The hub" means that you are able to use it as intermediary between Directual and 2000+  apps. Among others there are such popular apps as: Google Sheets, Airtable, Twitter, Facebook, Trello, Mailchimp, and many others.

There are two types of Directual–Zapier integration:

  • Directual→Zapier→An App. Directual triggers (sends an object) to Zapier, and the object goes to the selected app;
  • An App→Zapier→Directual. Some app triggers Zapier, sends the piece data, and Zapier in turn, saves this data as Directual object.

Add Directual app in your Zapier account

After creating a Zapier account (if you haven't got one yet) you can add Directual into your integrations catalogue by accepting the invite.

Sending data from Directual

You can send objects from Directual scenario, using Zapier step. Remember that you'll deal with objects from the target structure, which you've chosen setting up a Start step of your scenario.

Zapier step for Directual scenario

In the step you add parameters to send and its values. You can compose values of parameters using Template system.

Important: if you turn on the option "Add editing-mode integration to Zapier", there will be two options at Scenario object step in Zapier: running mode and editing mode. Running mode is an integration with current published version of the scenario, and Editing mode as an integration with current draft. If you turn off t "Add editing-mode integration to Zapier", there will be only one option—running mode, current published scenario step.

And we can go to Zapier and continue to setting up the integration (remember, it can take a few minutes after publishing your scenario to let Zapier synchronise with Directual).

You go to Zapier, click 'New zap' and choose Directual (to have Directual in the list you shall accept the invite, if you haven't yet):

There is one Trigger type for Directual—Read Scenario Object. OK, Continue.

The next step is setting up the access to your Directual account. Choose 'Add new account', and you'll see the following window:

These are the unique keys for accessing your app. Go to your Directual account, API tab, then API-keys section and create new API-key. Copy the appID (this long string) to Zapier. Then, click *** to see the secret key. You'll be asked to enter your account password, for security reasons (the secret key gives access to you app). If you don't remember the password (probably, even don't know it, having logged in with Google account only), use the password recovery service. Copy the given secret key as appSecret to Zapier.

The next step is choosing the scenario for this zap. Remember, if you turn on the option "Add editing-mode integration to Zapier" setting up the Zapier step on Directual, there will be two options at this step: editing and running for the same scenario step.

That is it! Then, you can choose the app to connect with and action. The parameters from Directual scenario step (remember, we've set up the list at the beginning!) are mapped to the properties of the action, which you choose.

For example, here it is the screenshot of adding the new subscriber in MailChimp:

Receiving data from Zapier

First, you have to set up the first step of a zap—choose an app and its trigger (for example, it could be new card on Trello or a new Salesforce lead). Then, you configuring the second step of a zap. There is only one Action Event on Directual—Create/Change Object. Pick it!

Here you also have to connect your Directual account—the appID+appSecret process, which we've described above.

Then, we choose the API-endpoint to write the objects into the Directual database. Learn how to configure API-endpoint from the tutorial. Note that further we'll be able to choose the object properties, which we added as 'Fields for POST requesting'. Note that you may have to click 'Refresh fields' to get the fields from chosen API-endpoint.

Here we are! Click 'Done editing' and turn on your zap!

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