08.06.2023
372

How to Connect Simvoly as Data Source

How to Connect Simvoly as Data Source

The integration will allow you to get data on new or updated orders, contacts, products, as well as data on forms from Simvoly, transferring data on them to other systems. For example, you can transfer new orders to CRM or GoogleSheets, send them as notifications to a group of managers so as not to miss a single order. You can also send data on contacts to the SMS or Email mailing service. So you can automate the data processing process as efficiently as possible using the different services that you use.

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

Navigation:
1. What data can be get from Simvoly?
2. How do I connect my Simvoly account to ApiX-Drive?
3. Link to get data.
4. Sample order data.

To start setup a new connection, click "Create Connection".

How to Connect Simvoly as Data Source | Create a connection

Select a system as the Data Source. In this case, you must specify Simvoly.

How to Connect Simvoly as Data Source | System selection

Next, you need to specify the action "Get DATA".

How to Connect Simvoly as Data Source | Action selection

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

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

How to Connect Simvoly as Data Source | Account connection

Specify the name of your account (if necessary) and click "Save".

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

How to Connect Simvoly as Data Source | Saving an account

If this does not happen, select the created account in the list.

How to Connect Simvoly as Data Source | Account selection

Copy the link in the "URL to receive data" field, go to your Simvoly account.

How to Connect Simvoly as Data Source | URL for receiving data

Enter the Builder section and click Website Settings.

How to Connect Simvoly as Data Source | Go to settings

Go to Applications, click Add Application.

How to Connect Simvoly as Data Source | Go to settings

Find and click "Connect Webhook".

How to Connect Simvoly as Data Source | Go to settings

In the Destination URL field, paste the Webhook link you copied earlier from the ApiX-Drive system.
Also, select the event at which you will get data.
Click "Save" to save the settings.

How to Connect Simvoly as Data Source | Setup data transfer via Webhook

Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.

It is necessary to commit an event, for example, create an order.

After that, at the Test stage in the Data Source, fields with data will displayed.

If this does not happen, click "Load test data from Simvoly" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.

If necessary, you can set up a Data Filter, or click "Continue" to skip this step.

To find out how to configure the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter

How to Connect Simvoly as Data Source | Data Filter

Now you can see the test data for the Order.

If the test data does not appear automatically, click "Load test data from Simvoly" or try to generate actions in your Simvoly using testing.

If you are satisfied with everything, click "Next".

Note! After setup, our system will not immediately have test data and a list of fields, because nothing has come to the new URL yet.

It is necessary to commit an event, for example, create an order.

After that, at the Test stage in the Data Source, fields with data will displayed.

If this does not happen, click "Load test data from Simvoly" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.

How to Connect Simvoly as Data Source | Test data
How to Connect Simvoly as Data Source | Test data
How to Connect Simvoly as Data Source | Test data
How to Connect Simvoly as Data Source | Test data

This completes the entire Data Source setup! See how easy it is!?

Now you can start setup the Data Destination system.

To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!

How to Connect Simvoly as Data Source | Go to the Data Destination setup