How to Connect HelpCrunch as Data Search

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

The function allows you to search Contact and Chat for HelpCrunch and update data

Navigation:

Connecting Google Sheets as a Data Source:

1. What data can you get from Google Sheets?
2. How to connect your Google Sheets account to ApiX-Drive?
3. Select the table and sheet from which rows will be unloaded.
4. An example of data that will be transferred from Google Sheets.

Connecting HelpCrunch as a Data Search:

1. What data can I get from HelpCrunch?
2. How to connect your HelpCrunch account to ApiX-Drive?
3. How to configure data search in HelpCrunch in the selected action?
4. An example of data that will be transferred from HelpCrunch.

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.

Setting Data SOURCE: Google Sheets

Let's look at how the Search function works using the example of updating Rows 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 a 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 provide all permissions to work with this account.

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

Attention! If your account is on the "inactive accounts" list, check your access to this account!

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 you need to update the data, for example:

1. Select the 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 filtering will take place, for example “opened”.

With such a filter, you will not be able to unload rows that already have this status. Why spend extra steps to overwrite this status if the chat is already open and in this status?

You can now see test data for one of the rows in your Google Sheets table.

If you want to update your test data, click "Load test data from Google Sheets."

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

Now we connect the additional Data Search block. To do this, click on “+” and select “Add data SEARCH” from the list.

As the system in which the search will be performed, select "HelpCrunch".

Next, select the action “Find CHAT”.

The next step is to select a HelpCrunch account.

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

In the window that opens, you must specify your API Key from HelpCrunch.

After this, the page will reload and the saved account will be automatically selected.

The API key is located in "Settings - Developers - Public API" in your HelpCrunch account. Copy your API key and paste it into the appropriate field in your ApiX-Drive account.

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

In the Search field, select the criterion by which the chat will be searched; in this example, we indicate E-mail.

Specify the Search Type in case several lines with the same email are found.

In the Search, select a variable from the Data Source, in this case, we indicate the email address of the contact to search for the chat.

Now you see test data from the result of one of the chats. You can pass this data to your reception table.

If test data does not appear automatically, click "Search in HelpCrunch".

If you are not satisfied with something, click “Edit”, go back a step and change the search field settings.

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".

Setting up Data Destination: 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 into which the HelpCrunch chat status will be transferred. If this is the same account, then select it.

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

Now you need to select the File (Table) and Sheet in which the HelpCrunch chat data will be updated.

In the "Search column" field, you need to select the column in 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 what value the system will search for data, to update the row you need. In our case, we are selecting column "E", which contains the email. The system will update the data in the required row only if it contains the same 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 a chat status variable to the empty column, which we take from the Data Search block. In the future, data on the chat status will be updated in this column.

After setting, click “Continue”.

Thus, the Data Search block takes the field in the Data Source in which your email is registered, queries HelpCrunch for chat data, in this case the chat status, and transfers this status 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 a connection, click on the arrow icon.

This completes the HelpCrunch Chat Data Search setup! See how easy it is!?

Now you don’t have to worry, ApiX-Drive will do everything on its own!