08.11.2022
480

How to Connect SendFox as Data Destination

How to Connect SendFox to Apps as Data Destination

The integration allows you to create or delete the contact in SendFox based on data from other systems. For example, you can create a contact based on data from your website, landing page, or Google Sheets. This will allow you to efficiently automate workflows as efficiently as possible with the various services you use and save a lot of time by eliminating the need to manually create or delete each contact.

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

Navigation:

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

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

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

How to Connect SendFox to Apps as Data Destination | Go to setup the Data Destination

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

How to Connect SendFox to Apps as Data Destination | System selection

Next, you need to specify the action, for example, "Create CONTACT".

How to Connect SendFox to Apps as Data Destination | Action selection 

- Create CONTACT - a new contact will be created in your SendFox account. The system will make a new contact based on the data from the source data.

- Delete CONTACT - the contact will be deleted from your SendFox account. The system will delete the contact based on the data from the source data.

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

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

How to Connect SendFox to Apps as Data Destination | Account Connections

In the opened window, enter the data for authorization in your personal SendFox account.

How to Connect SendFox to Apps as Data Destination | Account authorization
How to Connect SendFox to Apps as Data Destination | Allow access

When the connected account is displayed in the "active accounts" list, select it for further work.

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

How to Connect SendFox to Apps as Data Destination | Account selection

Now you need to specify the SendFox list to which data from the source will be posted. Then you need to assign variables from the Data Source to the SendFox 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.

Fill in the rest of the fields as needed.

How to Connect SendFox to Apps as Data Destination | List selection
How to Connect SendFox to Apps as Data Destination | Assigning Fields
How to Connect SendFox to Apps as Data Destination | Assigning Fields 
How to Connect SendFox to Apps as Data Destination | Assigning Fields 

Now you can see the test data.

To check the correctness of the settings - click "Send test data to SendFox" and go to your SendFox 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" to continue the setup.

How to Connect SendFox to Apps as Data Destination | Data Test

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable auto-update".

How to Connect SendFox to Apps as Data Destination | Enable auto-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.

How to Connect SendFox to Apps as Data Destination | Update interval
How to Connect SendFox to Apps as Data Destination | Update Priority

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.

How to Connect SendFox to Apps as Data Destination | Enable auto-update

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

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