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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?
<span class="mark-yellow">These concerns might actually be resolved by implementing automation using Wix!</span>
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!
Yoom offers templates for automating workflows using Wix! If you want to try it right away, click the banner below to get started!
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!
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 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 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.
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.
Register Wix and Google Sheets with My Apps and integrate them with Yoom.
Let's start by integrating Wix.
Return to the "My Apps" screen, and if Wix has been added, the integration is complete.
Next, let's integrate Google Sheets.
Return to the "My Apps" screen, and if Google Sheets has been added, the integration is complete.
Once the integration of Wix and Google Sheets is complete, copy the template you will use.
Click "Try it" on the banner below.
This will copy the template to your Yoom workspace.
Click "OK" to proceed to the flow settings.
First, let's set up the trigger action that will start the flow.
This flow will be triggered when a Webhook is received from Wix.
Let's set up the Webhook in Wix.
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".
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.
Next, we will set up to update the records in Google Sheets using the data from the retrieved quote.
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.
Let's set the record to update.
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".
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.
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.
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.
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!
Registration takes just 30 seconds, and you can start using it immediately afterward. Try it out and see how it feels!
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