ApiX-Drive Client Integration Setup (Onboarding)

ApiX-Drive Client Integration Setup (Onboarding)

1. 01

   Log in to your ApiX-Drive account and navigate to the 'Connections' tab.

   Ensure you have an active subscription (Start, Standard, or Pro) that matches the client's expected action volume. For example, the Start plan allows 25 connections and 5,000 actions per month.

2. 02

   Create a new connection by clicking 'Add Connection' and selecting the source app (e.g., Facebook, Instagram, or a website form).

   Use the search bar to find the app among the 600+ supported. If the app is not listed, consider using the webhook or email parsing feature to capture data.

3. 03

   Configure the trigger by selecting an event such as 'New Lead' or 'Form Submitted'.

   Set the polling interval based on your plan: 4 minutes for Start, 3 minutes for Standard, 2 minutes for Pro. Shorter intervals reduce latency but consume more actions.

4. 04

   Define the action by choosing the destination app (e.g., CRM, Google Sheets, or email) and mapping fields from the trigger data.

   Use the visual field mapper to align source fields with destination fields. Test with sample data to ensure correct mapping.

5. 05

   Enable error monitoring and set up alert notifications for failed syncs.

   Navigate to the 'Logs' section to view execution history. Configure email or SMS alerts to notify your team when a workflow fails, ensuring quick resolution.

6. 06

   Document the active integrations and provide the client with a workflow map.

   Export the workflow configuration or create a visual diagram. This documentation helps with client communication and future troubleshooting.

7. 07

   Schedule a monthly review to optimize trigger intervals and action sequences.

   Analyze action usage against plan limits. If the client approaches 25,000 actions on the Pro plan, consider upgrading or adjusting workflows to reduce consumption.