How to Integrate Real-Time Data into Your Plans with Zapier

Lee Dussinger Updated by Lee Dussinger

Integrate Real-Time Data into Your Plans with Zapier

Overview

Bring your team's most important metrics directly into your Opal plans. By connecting data sources like analytics tools, ad platforms, or spreadsheets to Opal via Zapier, you can automatically create and update graphs that visualize your key performance indicators (KPIs). This gives you the power to see the real-time impact of your marketing efforts right alongside the plans that drive them, enabling you to make smarter, data-informed decisions.

In this tutorial, we'll walk through connecting a Google Sheet to an Opal plan, but you can use any of the thousands of apps available on Zapier.

Step-by-Step Instructions

First, you'll set up a trigger in Zapier that watches for new data. Then, you'll configure an action to send that data to a graph in Opal.

1. Set Up Your Zapier Trigger

  1. In Zapier, click Create Zap to start a new workflow.
  2. For the Trigger, search for and select your data source app (e.g., Google Sheets).
  3. Choose the event that will start your Zap. For this example, we'll use New or Updated Spreadsheet Row.
  4. Connect your account and select the specific spreadsheet and worksheet containing your data.
  5. Test your trigger to ensure Zapier can pull a sample record correctly.

2. Configure the Opal Action

  1. For the Action step, search for and select the Opal app.
  2. Choose the Update Graph action event and connect your Opal account. You may be prompted to log in to authorize Zapier.
  3. Select the Workspace and Plan where you want the graph to appear.
  4. In the Graph field, either select an existing graph to update or type a new name to create one automatically.
  5. Map the Date/Time field by selecting the date column from your trigger data.
  6. Under Series Data, map your metrics. For each data point you want to track (e.g., Impressions, Clicks), enter a name for the series and select the corresponding data field from your trigger step. Click Add value set to add more series.
  7. Test the action step. Zapier will send the sample data to Opal, creating or updating your graph.

Note: If multiple records come in for the same date, the latest value will be set for the data point for that day.

Pro Tip 1: When mapping the Graph, you don’t need to create it in Opal first. Simply type a new name in the Graph field in Zapier, and the integration will create it for you on the fly.

Pro Tip 2: If you simply want to increment a value when a new record comes in, enter +1 as the value of the series instead of picking a data point.

3. Publish Your Zap

After a successful test, you’ll see the new graph with its first data point in your Opal plan. The final step is to click Publish in Zapier to turn your Zap on. Now, any new data that meets your trigger conditions will automatically update the graph in your plan.

Pro Tip 3: Once your Zap is published, you can click the "Transfer Existing Data" button to bring in any existing records. Otherwise, only records added after the Zap is published will be brought inData not updating in Opal? Make sure your Zap is published and turned on in Zapier. You can also re-test the trigger step to see if it's pulling the latest data from your source.

  • Graph shows incorrect information? Edit the Update Graph action in Zapier. Carefully check that each field, especially the Date/Time and Series Data mappings, corresponds to the correct data from your trigger app.

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