How to Connect GoReminders as Data Destination

The integration allows you to add new contacts in GoReminders based on data from other systems. For example, you can transfer the leads from your website, landing page, or Google Sheets to GoReminders and process them in one place. This will allow you to efficiently automate workflows as efficiently as possible with the various services you use and save a lot of time.

Let's go through the entire GoReminders setup steps together!

Navigation:
1. What will integration with GoReminders do?
2. How to connect the GoReminders account to ApiX-Drive?
3. How can set up the selected action to transfer data to GoReminders?
4. An example of the data that will be sent to your GoReminders.
5. Auto-update and update interval.

Once you've set up a Data Source system, such as Google Sheets, you can set up GoReminders as a Data Destination.

To do this, click "Start configuring Data Destination".

Select the system as Data Destination. In this case, you must select GoReminders.

Next, you need to specify the action "Add CONTACT"

- Add CONTACT - the contact will be added to your GoReminders account. The system will add the contact based on the data from the Data Source.

Attention! New contacts are added to the list.

The next step is to select the GoReminders account from which will get the data.

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

Fill in the fields with the appropriate values, where:

- API username - username of your API connection in GoReminders.
- API password - password for your API connection in GoReminders.

In your GoReminders account, go to "Settings" and then to "Integrations", scroll down the page and click on "Create a User".

Copy the required data and paste it into the appropriate fields in the ApiX-Drive account.

After filling, click save and reload the page, if necessary.

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 account!

Now you need to assign variables from the Data Source to the GoReminders fields you need.

In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.

Attention! In GoReminder, customer fields can be transferred only if some values are entered into the field data.

Now you can see the test data.

To check the correctness of the settings - click "Send test data to GoReminders" and go to your GoReminders to check the result.

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

If everything suits you, click "Next".

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 setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the scheduled launch 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 perform a one-time data transfer, click on the arrow icon.

This completes the setup of GoReminders as a Data Destination! See how easy it is!?

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