25.12.2023
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How to Connect Typebot as Data Source

How to Connect Typebot as Data Source

The integration allows you to get new data from Typebot based on messages and completed data in the bot. For example, you can transfer new messages to Google Sheets or CRM or duplicate them in a group with managers in Discord. Integration will allow you to automate the data processing process as efficiently as possible using the different services you use.

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

Navigation:
1. What data can you get from Typebot?
2. How to connect your Typebot account to ApiX-Drive?
3. Link for get data.
4. Example of message data.

To start setup a new connection, click “Create connection”

How to Connect Typebot as Data Source | Create a connection

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

How to Connect Typebot as Data Source | System selection

Next, you need to specify the action, “Get DATA”.

How to Connect Typebot as Data Source | Action selection

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

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

How to Connect Typebot as Data Source | Account connection

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

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

How to Connect Typebot as Data Source | Saving an account

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

How to Connect Typebot as Data Source | Account selection

Copy the link in the "URL for receiving data" field and go to your Typebot personal account.

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

In your Typebot personal account on the main page, select your chatbot and go to it.

How to Connect Typebot as Data Source | Go to Webhook settings

In the Integrations section, click on the Webhook block, drag and paste it after the block after which you need to send data to the Webhook link, also connect your Webhook block with other blocks. In this example, we insert a Webhook block after all blocks with fields in which the user fills in data.

How to Connect Typebot as Data Source | Adding a Webhook Block
How to Connect Typebot as Data Source | Connecting a Webhook block to other blocks

Give your Webhook a name, click in the center of the Configure block and paste the previously copied link into the specified field as shown in the screenshot. Also click Test the request to send test data to the Webhook link or manually generate a test chatbot fill later.

How to Connect Typebot as Data Source | Webhook Setup

At the top right, click Publish to save. The Webhook transfer connection is completed.

How to Connect Typebot as Data Source | Saving Webhook Settings

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, write to the chat and fill out the fields.

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 Typebot" 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 Typebot as Data Source | Data filter

Now you can see test data for one of the completed chats.

If test data does not appear automatically, click "Load test data from Typebot" or try generating actions in your Typebot 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, write to the chat and fill out the fields.

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 
Typebot" or repeat the test data generation, or wait for a while, the data does not come immediately, but within 1 minute.

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