Zapier can offers a quick and efficient way to integrate FastField with other third-party software services. This article describes how to set up a Zap to "trigger" a lookup list update in FastField from a document stored in your Dropbox.
To set this up:
- Add Dropbox as the trigger app.
- Select New File in Folder as the trigger.
- Specify a folder for Zapier to check. This will be the folder you place your doc in. Be sure to set Include file contents? to Yes before continuing.
- Test your link to Dropbox.
- Add FastField as the action app.
- Choose Update Lookup List as the action.
- Connect your Fastfield account.
- Edit your template. Choose the list you want to update, as well as the file you wish to update it with. For the file, choose File (Exists but not shown) from the drop-down list.
- Test your Zap. First Make sure that your list in Dropbox is in some way different from the list that already exists in FastField. Then, send through a test and confirm that the list was updated.
- Name your Zap and turn it on. Zapier will then check every 15min to see if a new file has been added to the specified folder in Dropbox and, if so, update the list in FastField.