When transferring data managed in Wix to other tools, do you find yourself repeatedly copying and pasting while checking Wix? If there's a large amount of data to transfer, it not only takes a significant amount of time but also often leads to data mix-ups. This isn't very efficient, is it?
These concerns might actually be resolved by implementing automation using Wix!
By introducing automation, tasks such as updating other tools can be completed automatically, making the process faster than doing it manually. It also reduces the likelihood of human error and minimizes data omissions. Moreover, implementing automation with Wix does not require complex programming knowledge. We provide a detailed explanation with images on how anyone can easily integrate it, so please give it a try!
For those who want to try it quickly
Yoom offers templates for automating workflows using Wix! If you want to try it right away, click the banner below to get started!
When a quote is submitted on Wix, update the Google Spreadsheet.
■Overview The "Update Google Spreadsheet when a quote is sent from Wix" flow is a business workflow aimed at improving the efficiency of quotation operations and the accuracy of data management. When a quote is sent through Wix, the information in Google Spreadsheet is automatically updated. This reduces the hassle of manual data entry and human error, allowing for centralized management of quotation information.
■Recommended for ・Those who create and send quotes using Wix and feel the hassle of data management ・Businesses that want to manage quotation information collectively in Google Spreadsheet ・Business owners considering automation and aiming to improve the efficiency of quotation processing ・Those who want to reduce human error and achieve accurate data management ・Those who want to optimize operations by linking multiple SaaS applications
■Notes ・Please link both Wix and Google Spreadsheet with Yoom.
Various Ways to Automatically Update with Wix Data
There are several ways to utilize Wix data to automatically update other applications. Here are some methods we've picked out for you to check out!
You can experience Wix's automatic updates right away by simply clicking "Try it" on the automation example you're interested in and registering an account. Registration takes just 30 seconds, so feel free to give it a try!
Automatically Send/Transfer Wix Data to Database/CRM Services
When a specific action (such as sending a quote) is performed in Wix, a webhook triggers the flow, reflecting the data associated with the action in the connected app. You can manage customer information and business progress data handled in Wix with your familiar database/CRM services.
When a quote is sent in Wix, update the lead status in Salesforce.
■Overview The flow 'When a quote is sent in Wix, update the lead status in Salesforce' is a business workflow that automatically updates the lead status in Salesforce when a quote is sent from Wix. It achieves efficiency in the sales process and data consistency.
■Recommended for ・Sales representatives who create and send quotes using Wix ・Those managing leads in Salesforce and finding manual updates cumbersome ・Companies looking to promote automation and improve sales process efficiency ・Those wanting to reduce workload while maintaining data consistency
■Notes ・Please integrate Wix and Salesforce with Yoom. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Update Google Spreadsheet when a quote is sent from Wix" flow is a business workflow aimed at improving the efficiency of quotation operations and the accuracy of data management. When a quote is sent through Wix, the information in Google Spreadsheet is automatically updated. This reduces the hassle of manual data entry and human error, allowing for centralized management of quotation information.
■Recommended for ・Those who create and send quotes using Wix and feel the hassle of data management ・Businesses that want to manage quotation information collectively in Google Spreadsheet ・Business owners considering automation and aiming to improve the efficiency of quotation processing ・Those who want to reduce human error and achieve accurate data management ・Those who want to optimize operations by linking multiple SaaS applications
■Notes ・Please link both Wix and Google Spreadsheet with Yoom.
When a Wix form is submitted, use the responses to update the data in the integrated apps. Automate the entire process of checking responses on Wix and searching and updating the corresponding data. Quickly update customer-specific information such as subscription status and contact changes.
When a form is submitted on Wix, update the contact information in Mailchimp.
■Overview The flow 'Update Mailchimp contact information when a form is submitted on Wix' is a business workflow that streamlines the management of user information on your website. By automatically updating, you can maintain the latest customer information, which is expected to improve the efficiency of marketing activities and the quality of customer service.
■Recommended for ・Those who operate a website using Wix and want to efficiently manage information from users ・Those who want to strengthen email marketing with Mailchimp and automatically update customer lists ・Marketing personnel who are spending time on manual data transfer ・Business owners who want to improve business processes and increase efficiency through automation
■Notes ・Please integrate Wix and Mailchimp with Yoom.
■Overview The flow 'When a form is submitted on Wix, update the profile in Klaviyo' is a business workflow that automatically reflects user information on the website into marketing tools. It reduces manual data entry work and maintains data consistency and up-to-dateness, enabling efficient customer management.
■Recommended for ・Webmasters using Wix who find managing form data cumbersome ・Marketing personnel using Klaviyo for marketing activities and wishing for automatic customer data updates ・Business owners who want to reduce human error from manual data entry and improve operational efficiency
■Notes ・Please integrate Yoom with both Wix and Mailchimp.
Automatically Send and Transfer Wix Data to a Storage Service
When a quote is accepted, update the file name in the connected storage service. By updating the name to indicate that it is an approved file, you can easily identify which files have been approved at a glance. You can also add the approval date to the file name, which will streamline the management of quotes.
When a quote is accepted in Wix, update the file name in Box.
■Overview The flow 'When a quote is accepted in Wix, update the file name in Box' is a business workflow that automates file management after quote acceptance. When a quote is approved in Wix, the name of the related file in Box is automatically updated, eliminating the need for manual file name changes.
■Recommended for ・Business personnel who use Wix and Box regularly ・Sales teams spending time on file management after quote acceptance ・IT personnel considering automation of business processes ・Managers who find manual file name changes cumbersome ・Owners of small and medium-sized enterprises aiming for efficient document management
■Overview The "When a quotation is accepted in Wix, update the file name in Google Drive" flow is a business workflow that automates file management after quotation acceptance. It eliminates the hassle of manually renaming files and allows you to organize data efficiently and accurately.
■Who this template is recommended for ・Those who create and send quotations using Wix ・Office staff who find file management in Google Drive cumbersome ・IT personnel at companies who want to integrate multiple SaaS apps to improve operational efficiency ・Those who want to automate data organization after quotation acceptance and enhance operational accuracy ・Those interested in automating business workflows and leveraging Yoom's features
■Notes ・Please connect both Wix and Google Drive with Yoom.
Let's Create a Flow to Automatically Update Data in Wix
Let's get started by creating a flow to automatically update data in Wix!
This time, we will proceed with the setup using Yoom, a no-code platform. If you don't have a Yoom account yet, please create one from the Yoom account registration link.
[What is Yoom]
In this article, we will create the flow "Update Google Sheets when a quote is sent from Wix" that we introduced earlier! The creation process is broadly divided into the following steps.
Integrate Wix and Google Sheets with My Apps
Copy the template
Set up the webhook and configure the records to update
Prepare for flow operation (set the trigger to ON)
When a quote is submitted on Wix, update the Google Spreadsheet.
■Overview The "Update Google Spreadsheet when a quote is sent from Wix" flow is a business workflow aimed at improving the efficiency of quotation operations and the accuracy of data management. When a quote is sent through Wix, the information in Google Spreadsheet is automatically updated. This reduces the hassle of manual data entry and human error, allowing for centralized management of quotation information.
■Recommended for ・Those who create and send quotes using Wix and feel the hassle of data management ・Businesses that want to manage quotation information collectively in Google Spreadsheet ・Business owners considering automation and aiming to improve the efficiency of quotation processing ・Those who want to reduce human error and achieve accurate data management ・Those who want to optimize operations by linking multiple SaaS applications
■Notes ・Please link both Wix and Google Spreadsheet with Yoom.
■Overview The "Update Google Spreadsheet when a quote is sent from Wix" flow is a business workflow aimed at improving the efficiency of quotation operations and the accuracy of data management. When a quote is sent through Wix, the information in Google Spreadsheet is automatically updated. This reduces the hassle of manual data entry and human error, allowing for centralized management of quotation information.
■Recommended for ・Those who create and send quotes using Wix and feel the hassle of data management ・Businesses that want to manage quotation information collectively in Google Spreadsheet ・Business owners considering automation and aiming to improve the efficiency of quotation processing ・Those who want to reduce human error and achieve accurate data management ・Those who want to optimize operations by linking multiple SaaS applications
■Notes ・Please link both Wix and Google Spreadsheet with Yoom.
This will copy the template to your Yoom workspace. Click "OK" to proceed to the flow settings.
Step 3: Setting up Wix Trigger
First, let's set up the trigger action that will start the flow.
Click on "When a quote is sent" in Wix.
Review the content and click "Next".
This flow will be triggered when a Webhook is received from Wix. Let's set up the Webhook in Wix.
Click "Automations" from the left menu of the dashboard.
Click "+ New Automation".
Click "+ Start from Scratch".
Select the trigger "Price quote sent".
Once the trigger is set, press "+" to add an action.
Select the action "Send HTTP request".
Now the automation "Send via Webhook when a quote is sent" is set up. Change the name if necessary and click "Activate".
Let's test if the Webhook works correctly right away. Please create a test quote by referring to the Wix Help Center's "Create an Quote".
Create a test quote and click "Send".
Click "Send Email".
Return to the Yoom flow settings screen and click "Test". If you test immediately after sending the email, it may fail. If that happens, wait about a minute after sending the email before testing.
If the test is successful, the data of the sent quote will be added to the "Retrieved value".
If there are no issues with the output, click "Save" at the bottom of the page. Return to the flow screen and if there is a check mark next to "When a quote is sent", it is complete.
Step 4: Setting the Record to Update
Next, we will set up to update the records in Google Sheets using the data from the retrieved quote.
Click "Operate database" in Google Sheets.
Set the ID of the target sheet in "Spreadsheet ID". The ID can be found in the URL of the target spreadsheet (/spreadsheets/d/{{ID part}}/edit). When you click the input field, options from the spreadsheets linked to your Google account will be displayed, and you can select from there.
Select the target tab (sheet) in "Worksheet Tab Name". When you click the input field, a list of tabs in the selected spreadsheet will be displayed, and you can select from there as well.
Enter the range of the target table in "Table Range".
If you want to update the records in a spreadsheet like the figure, enter "A1:D".
Please also refer to the following help pages regarding the specification of the table range.
Set the conditions for the record to update with any conditions. The data of the quote obtained in Step 3 can be selected from the retrieved value displayed when you click the input field. As an example here, we will set it to update the record where the "Email" matches the data of the quote.
Set the values of the updated record to any value. By clicking the input field, you can similarly select the data of the quote.
You can also set the date and time from the "Date" tab.
As an example here, we will set only the "issueDate" to "Issue date".
Once the settings are complete, click "Test". This will actually update the records in the specified spreadsheet.
If the test is successful, confirm that the records in the specified spreadsheet have been updated as specified, and click "Save" at the bottom of the page.
Step 5: Preparing for Flow Operation (Set Trigger to ON)
Return to the flow screen, and if "All settings are complete!" is displayed, the flow setup is complete. If you want to operate the flow immediately, click "Turn Trigger ON".
If you want to operate it later, you can turn the trigger ON by clicking the trigger switch on the flow screen.
Automation Example Using Wix
Yoom has many other automation templates that utilize Wix! Please search to see if there are any automation examples with the apps you are familiar with.
■Overview The flow 'Register customer information in Shopify when a contact is added to a segment in Wix' is a business workflow that streamlines the integration between marketing and sales. When a new contact is added to a specific segment in Wix, customer information is automatically registered in Shopify. This integrates marketing activities and sales management, preventing manual data migration and input errors.
■Recommended for ・Those using both Wix and Shopify and facing challenges with data integration ・Businesses looking to strengthen the collaboration between marketing and sales teams ・Those who want to reduce manual input of customer information and improve operational efficiency ・Companies considering automating business workflows using Yoom
■Notes ・Please integrate both Wix and Shopify with Yoom. ・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview This is a flow that registers a contact in HubSpot when a form is submitted in Wix.
■Recommended for 1. Those who build websites with Wix and have a form installed ・Those who want to manage information obtained from forms in HubSpot and utilize it for marketing 2. Those who want to perform customer management and marketing using HubSpot ・Those who want to acquire new contacts from Wix forms and expand HubSpot's contact list
■Notes ・Please connect Yoom with both Wix and HubSpot.
By implementing automation using Wix, you can understand that data entry and transmission can be completed automatically, simplifying your tasks! Not only can you send new data to other tools, but you can also update file names using Wix data, allowing for the automation of detailed tasks that were previously done manually, which is expected to reduce your workload.
Furthermore, Yoom is designed to be simple and user-friendly, allowing even beginners to easily implement automation. No complicated programming knowledge is required. This makes it easier for those who have previously given up on implementing automation to take on the challenge!
Having worked as a system engineer for four years, I often struggled with manually entering attendance data into Excel and digitizing receipts. I wish I had discovered Yoom sooner. Although I have only just begun using Yoom, I am committed to providing information that will help fulfill everyone's wish for automation.
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