diff --git a/docs/src/content/docs/cloud/flojoy-cloud-zapier.md b/docs/src/content/docs/cloud/flojoy-cloud-zapier.md new file mode 100644 index 000000000..8d434e4fc --- /dev/null +++ b/docs/src/content/docs/cloud/flojoy-cloud-zapier.md @@ -0,0 +1,89 @@ +--- +title: Connect Flojoy Cloud to Zapier +description: Connecting Quickbase forms to Flojoy Cloud through Zapier +sidebar: + order: 3 + badge: + text: New + variant: tip +--- + +Video format of this tutorial: +[![Connect Quickbase forms to Flojoy Cloud through Zapier](http://img.youtube.com/vi/vKTddxV0E9c/0.jpg)](http://www.youtube.com/watch?v=vKTddxV0E9c "Connect Quickbase forms to Flojoy Cloud through Zapier") + +Flojoy Cloud is the easiest way to supercharge your test & measurement data with powerful data visualizations, collaboration, and easy to use APIs for Python, LabVIEW, and MATLAB. + +You can use our public Flojoy Cloud instance for your test and measurement data here: https://cloud.flojoy.ai + +## Prerequisites + +- [Flojoy Cloud account](https://cloud.flojoy.ai) +- [Zapier account](https://zapier.com) +- [Quickbase account](https://www.quickbase.com) + +:::note +These steps can be generalized for form services (other than Quickbase) such as Google Forms, Typeform, Formspree, etc. +::: + +## Steps + +### In Flojoy Cloud + +- Create a Flojoy Cloud account if you haven't +- Create a `Workspace` inside Flojoy Cloud +- Create a `Project` inside that workspace (you may have to create a hardware model) + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023221/flojoy-docs/flojoy-cloud/zap/create-project.png) + +- Create a `Test` inside that project + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023221/flojoy-docs/flojoy-cloud/zap/create-test.png) + +### In Zapier + +- On your Zapier dashboard, create a new Zap + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023220/flojoy-docs/flojoy-cloud/zap/create-zap.png) + +- Use Quickbase as the trigger + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023219/flojoy-docs/flojoy-cloud/zap/change-trigger.png) + +- Select your Quickbase app & table you want to create a measurement from. +- Additionally, filter which records to include for this measurement + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023219/flojoy-docs/flojoy-cloud/zap/measurement-datatype.png) + +- Test your trigger + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023228/flojoy-docs/flojoy-cloud/zap/test-zap.png) + +- Select the Zap `Action` as `Flojoy Cloud` + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023227/flojoy-docs/flojoy-cloud/zap/change-action.png) + +- Select as the event `Create a new measurement` and sign in to `Flojoy Cloud` in the Zap + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023226/flojoy-docs/flojoy-cloud/zap/action-signin.png) + +- Choose your `Workspace` as you're signing in + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023225/flojoy-docs/flojoy-cloud/zap/choose-workspace.png) + +- Fill all the fields in the Zap Action + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023224/flojoy-docs/flojoy-cloud/zap/fill-table.png) + +- Send a test with Zapier and ensure the results appear under the approriate `Flojoy Cloud` test + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023223/flojoy-docs/flojoy-cloud/zap/check-test.png) + +- Publish the Zap on Zapier + +### In Quickbase + +- Go to your Quickbase app and save a new Table to test the Zap's Trigger + +![image](https://res.cloudinary.com/dhopxs1y3/image/upload/v1708023222/flojoy-docs/flojoy-cloud/zap/test-quickbase.png) + +Having issues with Zapier integration with Flojoy Cloud? Join our [Discord Community](https://discord.gg/7HEBr7yG8c) and we will help you out!