How to Connect Worksection as Data Destination

The integration will allow you to create new tasks, projects and subtasks in Worksection based on data from other systems. For example, you can transfer tasks from your website, landing page or Google Sheets to Worksection and process them in one place. So you can automate the process of processing tasks as efficiently as possible using the different services that you use, and save a lot of time.

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

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

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

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

Select the system as Data Destination. In this case, Worksection must be specified.

Next, you need to specify an action, for example, "Create TASK".

- Create TASK - a new task will get created in your Worksection account. The system, based on the data from the Data Source system, will create a new task.
- Create PROJECT - a new project will get created in your Worksection account. The system, based on the data from the Data Source system, will create a new project.
- Create SUBTASK - a new subtask will get created in your Worksection account. The system, based on the data from the Data Source system, will create a new subtask.

The next step is to select the Worksection account in which will get the task created.

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

Next, you need to enter the values, where:

- API Domain - domain name of your Worksection;

- API Key - a key to connect to the Worksection system (you can get it in your Worksection account).

Attention! The domain name must not contain https://, / or other characters. You only need to copy the address itself, as in the example.

Now go to the settings of your Worksection account, as shown on the screenshot.

Next, go to the Security tab. Then click "Show API Key" and copy the displayed API key.

Paste the copied API key into the integration settings field in your Apix-Drive account and click "Save".

Select the connected Worksection account in the list if it is not selected automatically.

Now you need to set up the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in the Worksection.

To get started, select Project in the Worksection, where all new tasks from Google Sheets will be created.

To add a variable, click on the column field and select the desired variable from the dropdown list. Please note that you can use not only Data Source variables, but also manually entered data.

Click "Continue" when you're done with assigning fields.

Now you can see the test data.

If you want to send Test data to Worksection in order to check if the setup is correct, click "Send test data to Worksection" and go to your Worksection 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 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 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 perform a one-time data transfer, click on the arrow icon.  

This completes setup Worksection as a Data Destination! See how easy it is!?

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