Create new rows Trigger:


This will be the first zap action you'll create to get your form to pull data to your google sheet, Mysql, or any other zap triggers yu choose. This action pulls data as new records are created in your Magpi form and into Google Sheets. To create a 'new row' action:

  1. Go into your Zapier workspace and select 'Make a zap'  
  2. Name your zap
  3. Search for Magpi app and select it
  4. Select the 'New Record' trigger.
  5. In the next step, it is best to test your zap api link. if you have not linked your zap yet, please select 'Reconnect' then test again to confirm it. Skip this step if you're successful
  6. Select your Magpi form from the list of forms provided
  7. Pull in a sample from the form
  8. In the next action: Select google sheets (For googlesheets sync)

  9. Select 'Create Spreadsheet Row' and continue
  10. Connect your google account if not connected
  11. Now set up your google sheet template.  (Before you proceed, ensure you have a template in google sheets. If you don't export a single record from your form and import it to your google sheet. Make sure the name of the form in google sheets is exactly as in Magpi)
  12. Select the spread sheet with sample data.
  13. Populate all field and you may test the template
  14. Turn the zap on


   

Update rows Trigger:


This action updates already uploaded data as edits are made in your your Magpi form. To create your 'update' action:

  1. Before creating the update action, you must make sure that you have the 'Create' action.
  2. Repeat steps 1-8 in the create action above
  3. Select 'Update Spreadsheet Row' and continue
  4. Repeat step 10-13.  While populating the template at this point, in the row section, select 'Add a search step' and select 'Got it'
  5. Another step will be created. Repeat step 12-13.  While populating the template, select a look up column. In my case I selected 'Record uuid' and populated the look up value
  6. Select 'Fetch and continue'
  7. Now Select continue.
  8. Another google sheet step will be created for you to populate. 
  9. Populate fields by selecting 'update' first, then the value for the column you're selecting.
  10. Select continue
  11. Finish.
  12. Turn on your Zap.



Delete Trigger:


This action deletes already uploaded rows as records are deleted in your Magpi form. To create your 'Delete' action:

  1. Go into your Zapier workspace and select 'Make a zap'  and name it.
  2. Search for Magpi app and select it
  3. Select the 'Delete Record' trigger.
  4. In the next step, it is best to test your zap api link. if you have not linked your zap yet, please select 'Reconnect' then test again to confirm it. Skip this step if you're successful
  5. Select your Magpi form from the list of forms provided and pull in a sample from the form
  6. In the next action: Select google sheets (For googlesheets sync)

  7. Select 'Create Spreadsheet Row' and continue
  8. Connect your google account if not connected
  9. Select the your Google Sheet template
  10. This is the point where you Populate field as appears in your forms. While populating the template at this point, in the row section, select 'Add a search step' and select 'Got it' to test the step. When the step is successful, continue.
    • Another step will be created, making the previous step the 'Lookup Spreadsheet Row' step. Now you will create the update step.
  11.  Select 'Update spreadsheet row' again. Test this step and select continue when test is successful.
  12. Some of the values will already come populated from the previous look up step. Now populate the rest. While updating values for the rest of the fields, first select the delete action, followed by the corresponding value.
  13. Test the final step and select 'Finish'.
  14. Turn the zap on



Managing your zaps.


What to do when 'No data' is indicated in your newly created zap fields:


A 'No data' value is indicated in already existing Zaps when new questions are introduced to your Magpi form and Google sheets. 

It's important to know that even the 'No data' is indicated in new your fields, the data will still successfully be posted into your zap triggers irregardless. 

To update your new fields to pull already uploaded values from your zap trigger e.g. Google Sheets, follow these steps:

  1. Before creating the questions in Magpi, Open the Zap in Zapier and switch the zap off. 
  2. Now you can go a head a create the question in Magpi 
  3. Make sure to create the columns in the google sheet, and that they have the same question names as the questions in Magpi.
  4. At this point, a prerequisite for this to work will be to make sure that values from Magpi have been pulled into the Google Sheet via the update trigger. (see above to learn how to update your google sheet using the update trigger).
  5. With your zap switched off, go to your newly created zap fields and populate the field.
  6. If the field still shows 'No data' scroll up to the top of the page and switch the zap on and off again. When the zap is off, scroll down the new field. An existing value will now be picked up in the zaps.

See video.