Setting up Zapier for Viable

Send your data to Viable via Zapier


How to set up a Zap to import data from your app into Viable

Send your data to Viable via Zapier

In addition to directly linking your Zendesk account with Viable, you can send us data from other applications via a Zapier connection. For example, if you want to analyze tweets in Viable that @ mention your Twitter handle, you can import that via Zapier.

What is Zapier? A quick primer.


How to set up a Zap to import data from your app into Viable

First, get access to your company’s Zapier account or create one if you don’t already have one.Then, you'll need to click this link.

‘Accept Invite & Build a Zap’ at the bottom.

After your Zapier account is integrated with Viable, it's time to create your first Zap. Click "Make Zap" (button in top left of the dashboard or Create Zap button on the right side).



Choose the app you’re integrating. For example, if integrating data from the Delighted app, search for Delighted in the search box. 

Choose a Trigger Event and click Continue. You’ll be asked to sign into your account for the selected app.

Next, in the "Action" step, search for Viable. 



Choose an Action Event (there is only one: Ingest Datapoint) and click Continue. 

Sign in to Viable and then enter your Viable API key, which can be found in your Viable account under settings >> integrations.

In the "Set up action" step, link the data from your trigger to the correct fields in Viable. 

  • For text, we recommend starting with the ticket description or the NPS survey's plain text response. 
  • For created at, enter the timestamp from the trigger. 
  • For end user email, use the email that is returned from the trigger, or, if no email is available, use "Anonymous."
Pro tip: If you send surveys via a survey app, you can set up one zap per question to drill into results per question. Sending all questions via a single zap will likely result in more generic answers.

After these steps, the integration should be ready. After your data is imported, you’ll be able to ask questions and get answers from this dataset in Viable. Repeat the process for any other apps you'd like to add to import data for analysis in Viable.

Viable Team

Viable Team

Staff

Last Updated: 01/07/21

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