Overview
Set up a seamless integration with webMethods.io Integration that captures new subscriber details as rows in your chosen spreadsheet platform.
Prerequisite:
- webMethods.io Integration tenant – sign up here for a free trial if you’re new (use the advanced form for more options).
- MailChimp account
- Google account/Excel Online account/Smartsheet account
Start with the trigger action
Login to your webMethods.io Integration tenant, create a new project, or choose an existing one. Go ahead and get started by creating a blank workflow. If you need a refresher on how to get to this point, this guide can be a great introduction.
Click on the small setting icon on the Start step and choose the MailChimp trigger.
Select Subscribe list as a trigger and complete the authorization – connect webMethods.io Integration with your MailChimp account. Select a subscribers list ID from the dropdown menu.
Click Save. You should see the test trigger window.
To test your trigger, you need to perform the trigger action. Open your MailChimp instance and subscribe a contact to the list:
Go back to the webMethods.io Integration workflow and click Test. You should see the output data from the trigger which webMethods.io Integration will use to configure and test the rest of the workflow. Click Done.
Configure the spreadsheet connectors
Choose one of the following ways to store your subscribers’ details:
Google Sheets
Search for the Google Sheets connector and add it to the canvas with the drag and drop feature. This automatically connects with the trigger action.
Click on the small settings icon on the Google Sheets connector, select Add row as action and complete the authorization – connect webMethods.io Integration with your Google account (check the following Tutorial - Using Google services with webMethods.io Integration).
Click Next.
Before you can proceed with the action configuration, you need to make sure you have already created a sheet containing several columns where you will store information about your subscribers:
Now go back to the webMethods.io Integration action configuration and choose the spreadsheet ID and the sheet name. Use the Incoming data panel and the drag and drop feature to fill out the contact information for each table column:
Click Next, Test and then Done.
Excel Online
Add the Excel Online connector to the canvas with the drag and drop feature. This automatically connects with the trigger action.
Click on the small settings icon on the Excel online connector, select Add Rows as action and complete the authorization – authorize Excel Online.
Click Next.
Before you can proceed with the action configuration, you need once again to make sure you have already created a sheet containing several columns:
Now go back to the webMethods.io Integration action configuration and choose the folder name, workbook ID and sheet ID of your file. Select Single Row Entry as entry type and use the Incoming data panel and the drag and drop feature to fill out the contact information for each table column:
Click Next, Test and then Done.
Smartsheet
Add the Smartsheet connector to the canvas with the drag and drop feature. This automatically connects with the trigger action.
Click on the small settings icon on the Smartsheet connector, select Add Rows as action and complete the authorization – connect webMethods.io Integration with your Smartsheet account.
Click Next.
Before you can proceed with the action configuration, you need once again to make sure you have already created a sheet containing several columns:
Now go back to the webMethods.io Integration action configuration and choose the sheet ID. Use the Incoming data panel and the drag and drop feature to fill out the values for each table column:
Click Next, Test and then Done.
Once you are done with the spreadsheet connector configuration, connect it to the Stop step and save your workflow:
Test the workflow
It’s time to test your workflow - run it using the play button in the right upper corner and review the result. If you have configured the workflow correctly, you should see the newly created rows added to your Google Sheets/Excel Online or Smartsheet sheet. Please note that this may take some time.
Now you’ve seen how easy is to build an integration with webMethods.io Integration that will extract and store your data.
Execution history
At the bottom-left corner of your workflow screen you can find the Execution history of the workflow:
From here you can monitor the execution status and view error details if needed:
Please note that workflow execution logs must be enabled from the workflow execution settings:
