Use Zapier to Import Custom Data Sources to Appbot

You can use Zapier to feed text data from thousands of apps into Appbot for analysis. Appbot can help you understand your customers better by automatically classifying text data by sentiment, topic, words and more. You’ll see trends emerge over time, and be able to identify the root cause of complaints and problems.

Using Zapier with Appbot makes it easy to run unified reports across all of your Voice of the Customer data sources. Some popular uses of Zapier with Appbot include:

  • import support emails into Appbot
  • push survey or NPS responses into Appbot
  • Send the results of a form into Appbot

There are many other applications, and you can see the full list of apps Zapier supports here. We’re going to walk through an example below where we’re feeding the results of a Google form into Appbot for analysis.

How to use Zapier to import unstructured text into Appbot
  1. Navigate to Manage Apps, and select “Custom Sources” from the sidebar
  2. In the “Custom Sources” listing, select “Add Source” next to Zapier
  3. You need to create a custom source to contain the data you’re importing from Zapier. Click the “Add New Source” button.
  4. Name your custom source and choose “Create Data Source”
  5. Click the “Import Zapier” button
  6. Choose the “Click here” link to be invited to our Zapier app.
  7. Sign into your Zapier account if necessary, and Accept the invite by clicking the “Accept Invite & Build a Zap” button
  8. You will be taken to your Zapier home. From here choose “Make a Zap!”
  9. You must choose a Trigger App that will serve as the source of data to be imported into Appbot.
  10. For our purposes we will use Google Sheets as our example. We have created a sample spreadsheet containing feedback information. This could be sourced from a Google Form, or elsewhere.
  11. Search for and select “Google Sheets” as the Trigger App
  12. We will trigger whenever a new row is added to the spreadsheet. Choose this option and click “Save + Continue”.
  13. Connect your Google account, and once complete, choose “Save + Continue”
  14. Select the relevant spreadsheet and worksheet from the two dropdowns;

  15. Once selected, choose “Continue”
  16. Zapier will now fetch the last spreadsheet row to use as an example while configuring the Zap. Choose “Fetch & Continue”.
  17. If the test is successful, Zapier will indicate this. You can view the format of the spreadsheet data your Zap will have access to by clicking the “view your spreadsheet row” button. Otherwise click “Continue”.
  18. In the list of Action Apps shown, search for Appbot
  19. Select Appbot from the list
  20. From the Appbot action list, choose “Create New Comment”.
  21. You will be asked to connect your Appbot account. Click the “Connect” button to proceed.
  22. In the popup, if you are not signed into Appbot, you will be asked to sign in. Once you are signed in you will be prompted to authorize Zapier to access your account data. If your account is not the one listed, click the “Sign In As Another User” button and sign into the correct account.
  23. In the original window, Zapier should now indicate you have successfully linked your Appbot account. Choose “Save + Continue”.
  24. You will now be prompted to select which custom source you would like your data to be imported into, and to map the spreadsheet columns into Appbot’s various fields.
  25. Select the custom source you created earlier
  26. For the Unique ID, you must choose an attribute that will be unique for each item. If this ID is new to the Appbot custom source, we will create a new comment for the item. If the ID matches an existing item in that particular custom source, we will instead update the existing comment. In the case of the spreadsheet, we can use the Row ID, which Google provides automatically.
  27. For the Date/Time, you must choose a field that can be parsed into a Date and/or Time. This will determine where in timelines the given comment will appear. For our spreadsheet example, we choose the existing date field.
  28. For the remainder of the attributes, we fill in the optional Appbot fields as we desire;
  29. Once this is complete, click “Continue”.
  30. You have the option to send a test row to your Custom Source. Click “Send Test To Appbot (1.0.0)” and verify it appears in Appbot as desired.

  31. Choose “Finish”.
  32. Give your Zap and name and click the “Off” button to turn the Zap on.
  33. If you see the success screen, your Zap is now operational.
  34. Now you can see this data source in Appbot! Here’s an example of what your imported data looks like;