This step-by-step tutorial explains how to register a new user in your BuildFire app. For more information on Zapier, what it is, and how it works, check our Zapier Knowledge Base.
It’s worth noting that we’re going to use Google Sheets as a data source for this tutorial. But you could just as easily use another platform.
Regardless of the system you use, the same concepts hold true. You’re going to be “mapping” and matching the information from your database source to BuildFire using Zapier as the middleman. You could follow the same steps using Shopify, a CRM like Salesforce, or another source that you’re currently using.
Step #1: Create a Google Sheet With Your User Data
Before we jump into Zapier, create a Google Sheet ahead of time with your new user information. It’s important that you correctly label each column since that’s the information that Zapier will pull from the spreadsheet. Label the spreadsheet and each tab, as this will make your life much easier when you start creating multiple workflows.
Here’s an example sheet template that you can follow:
The columns you’ll need to create are:
- First Name
- Last Name
Anytime you enter information on this Google Sheet, Zapier will take that information and do whatever action is associated with that workflow. In this case, it will eventually register a new user.
Step #2: Click “Make a Zap”
Once the sheet has been created, head over to Zapier. It’s worth noting that Zapier is completely separate from BuildFire. So you’ll need to create an account there too.
There’s a free plan that supports 100 tasks and 5 Zaps. But if you want to do anything beyond that, you’ll need to upgrade to a premium plan.
Navigate to “Make a Zap” from your Zapier dashboard once your account has been registered.
Step #3: Select the Google Sheets App
It’s important to understand the purpose of what we’re trying to accomplish here. We’re using Zapier to take information from Google Sheets and sending it to BuildFire.
So we need to select the Google Sheets app first.
If that doesn’t appear right away, then just search for it using the search bar at the top of the screen.
Step #4: Choose an Event
Next, Zapier will prompt us to choose an event. In this case, we’re going to select “New or Updated Spreadsheet Row” from the list of options.
Again, this will act as a trigger any time that information is added or changed in the Google Sheet.Click continue once this option has been selected.
From here, you’ll be prompted to select the Google Sheet from your account. The first time you go through this process, you’ll be asked to sign into your account. So sign in to Google Drive from Zapier if you’re not logged in already.
Zapier will then pull all of the data associated with your Google Drive and display all of your Google Sheets. Search or scroll until you find the spreadsheet that you created back in step #1.
This is another reason why it’s so important to label everything correctly. For the purposes of this tutorial, the spreadsheet is labeled “Zapier Training.”
Step #5: Choose Your Value
After you’ve selected the right spreadsheet, Zapier will prompt you to select a value from the worksheet. This will be the spreadsheet tab title.
Select “Register Users” (or whatever you named this particular tab back in the first step).
As you can see, the options listed above match the titles of the tabs on the spreadsheet created earlier.
Click continue to proceed.
Step #6: Test the Trigger
Before you finalize the workflow, Zapier will prompt you to test the trigger.
Then just take a moment to verify that all of the information is being pulled correctly from your spreadsheet.
Step #7: Connect the Workflow to BuildFire
Next, you need to tell Zapier what you want to do with the data from the Google Sheet. In this case, you want to pull the information from Google Sheets and send it to BuildFire.
Assuming you already have the invitation from BuildFire, you’ll see the app displayed in Zapier.
If you don’t see the icon and you know that you’ve already been invited, just search for “BuildFire” in the search bar, and it should appear.
Click the icon to continue.
Step #8: Select an Event
Similar to what we did back in step #4 with the Google Sheets app, we need to select an event for BuildFire. This is essentially telling Zapier what we want to do within BuildFire using the data from our spreadsheet.
In this particular case, we want to select “Register User” from the menu.
Step #9: Select Your Account and Enter Your API Key
If your BuildFire API key has already been added, then your account will be displayed from a dropdown menu within Zapier. But if it’s your first time and the account isn’t showing up, click “Add a New Account” to proceed.
Then simply enter the API key that was provided to you by BuildFire to continue.
For those of you who have multiple apps with BuildFire, make sure you choose the right account. Otherwise, the data will be registered to the wrong app.
Step #10: Customize the New User Data
Zapier will pull all of the information from your Google Sheet. Now you just need to match the columns in the sheet with the corresponding data fields within Zapier.
Again, this is why it’s so important to everything labeled correctly from the beginning.
All subsequent users added to the sheet will be pulled into BuildFire through Zapier based on the selections you make in this step. Match the email column to the email field. Then match the password column to the password field, and so on, until all columns from the spreadsheet have been added to Zapier.
Click continue once you’ve completed the fields.
Then verify that all of the information is correct, and click “Test & Continue” to make sure that everything works between Google Sheets, Zapier, and BuildFire.
Step #11: Turn on the Zap
Once the test has been verified, you can turn on the Zap to complete this automated workflow.
Don’t forget to name your Zap. This will make it easier for you to keep track of everything as you continue adding new workflows to your process. In this case, calling it “Register New Users” is the most logical title.