Dasheroo Help & Support
What Dasheroo Triggers and Actions are Supported?
Getting Started with Dasheroo and Zapier
Getting started with Zapier and Dasheroo is very easy and only takes a few minutes. Here’s a quick overview on how to get everything set up.
First, select the Zapier option from the Dasheroo insight Library
Next, choose the “Single Stat with Histogram” insight (don’t worry, we’ll be adding more charting options soon!)
Important: Take note of the pre-filled URL within the section that says “Stat 1.” This is the URL that is uniquely tied to the insight you are adding to your dashboard. You will add this URL into Zapier when setting up your Zap. This URL is the direct link between Zapier and Dasheroo and is how data will be sent from your trigger app into your dashboard.
Next, log into your Zapier account and create a new Zap. Choose your trigger application and trigger details.
Next, select Dasheroo as your action app
Next, from within Dasheroo, copy the URL from the Zapier insight that you added to your dashboard in the steps above. Paste that in the URL section here as shown in the screenshot below.
As for data, you can choose any valid data from the trigger application as long as it’s a numeric value. Remember the data you send will be plotted as a trending line graph. So choose metrics like revenue, orders, no. of items etc. Don’t use values like contact name, company name, address etc.
If you want to send data to Dasheroo whenever a new contact is added in Pipedrive or a new ticket in Zendesk is created, then choose 1 as the data so that each time a trigger occurs, Dasheroo will increment your dashboard insight by 1.
Metric name: This name will be displayed in your insight in Dasheroo. Either choose a name from the trigger app or provide your own.
Strategy: This can be either continuous or interval. The strategy tells us how to treat a metric that you want to track.
- continuous (default) - a rolling total (example: the size of a mailing list)
- interval - resets to zero at the beginning of each day (example: new Facebook Fans)
Dasheroo Zaps Tips:
Although metric_name is optional, always provide a metric_name value. This will ensure that you see the metric in your Dasheroo insight.
If you are tracking data like # of Zendesk tickets or # of tasks in Asana, make sure to mark the data as 1 so that Dasheroo knows to increment your metric by 1 every time a new ticket or task is created.
Once you are done setting up your Zap, just click finish and then make sure to turn it on. As soon as it’s live you’ll be able to start seeing data populate your Zapier insight within your Dasheroo dashboard.
Popular Things To Do With Dasheroo
Common Problems with Dasheroo on Zapier
Can I use create other chart types except a trending line graph?#
Not currently but we are working on this as we speak. So watch out for more actions in Zapier for different visualization types.
Why do I not see my data show up in Dasheroo immediately?#
Dasheroo updates user dashboards on different intervals based on the different insights that are included from the wide range of providers we support. Keep in mind that for free Zapier accounts, they will look for new data and makes a call once every 15 minutes. Once Dasheroo gets the data, we update your dashboard with the newest data. For testing purposes, you can run a Zap to see the data sent to Dasheroo immediately.
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