Integromat Quickstart Guide

After learning what a great tool Integromat is » you’re ready to start syncing? Follow just a few steps below and automate your workflow and data transfer.

IN THIS ARTICLE

1. Select your apps
2. Grant access
3. Configure your sync
4. Finalize your setup

1. Select your apps

In your main Integromat dashboard click on Create a new scenario in the top right corner. On the next screen, find your desired app using the search bar and select it by clicking on it. After that, choose a trigger or action which should be the first in your scenario from the shown list:

2. Grant access

Generate the API key » from Woodpecker and copy-paste it to Integromat. Integromat needs this key to gain access to the prospect database, which will be synced for you.

  1. Go to Woodpecker and click Settings from the dropdown menu in the upper right corner.
  2. Next go to Marketplace → Integrations.
  3. Click the API Keys tab.
  4. Click the green Create a Key button.

5. Copy the API Key.

6. Paste it into the Connection field in Integromat.

7. Click on the Continue button and you’re good to go and expand your scenario.

In order to include an additional app to your scenario in Integromat, you need to add the next module. To do so click the right handle of the Woodpecker one. It will create an empty module and open a menu that allows you to add another app to your scenario.

3. Configure your sync

3.1 Set up a filter

Filters are a great solution to control the data flow between your modules in order to sync only the information which you need.

To add a filter between two modules, click on the connecting line between them.

This will bring up a panel where you can enter the name for the filter that is to be created and define one or more filter conditions.

3.2 Schedule your scenario

Click the clock icon to open a dialog where you can schedule a scenario » Here, you can set when and how often your activated scenario is to be executed.

If you want to learn about more advanced features in Integromat such as Flow Control » or Scenario Settings », check out their help articles »

4. Finalize your setup

Now all is left is to start your syncing! Before that, you just need to test your scenario and activate it.

To test if your configuration is correct, click on the Run once button in the left bottom corner of your dashboard.

If your test comes back with no error you can start syncing your data. To do so, click on the switch button Scheduling under test one.

That’s it! Integromat will now transfer data between your apps for you. 

Go visit their page to find out more about Integromat possibilities »

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