How to Set Up OnlySheets with Zapier

Intermediate

About this Tutorial

I will guide you through the process of setting up Only Sheets with Zapier.

First, we will make a copy of OnlySheets in your Google Drive and set up the necessary access levels.

Then, we will configure the trigger and action in Zapier, ensuring that we capture the customer's email. Finally, we will deploy a web app and obtain the URL to complete the setup.

Watch the original how to set up OnlySheets video before this one: https://bettersheets.co/tutorials/announcing-onlysheets-2-0

Video Transcript

<div>0:00 Welcome to How to Set Up Only Sheets with Zapier , but I'll also include information about Pabli Integrately Make because I think they're all very similar, you're just going to have to do similar settings with any of them. 0:12 We're going to create a post webhook in all of these, but I'll show you in Zapier in this video.

If you haven't yet watched the only she it's set up, like how to just set up, I might go through that in the end a little bit or through this, I'll go through it a little bit, but that'll be more clear. 0:29 And honestly Gumroad is probably the simplest to set up.

If you're looking at these of like one, if you're looking at these videos trying to wonder which one should I set up, I would always recommend Gumroad or Stripe. 0:43 They're, I think Gumroad is much easier because you're going to use the ping, Gumroad ping, but if you can't use Gumroad for one reason or another, then I would use Stripe. 0:51 If you can't use Stripe for one reason or another, or like if you already sell on Etsy, if you already sell somewhere on Shopify or something, and you're going to go through Zapier , go through Pably and to greatly make one of those. 1:00 Then, like, this video is for you.

Okay, first things first, make sure you make a copy of your, of OnlySheets into your Google Drive. 1:10 I'm going to call this Zapier . It's up to you to name it as you wish. You can make multiple copies as you wish once you've bought it, or if you're a member and you're making if you got OnlySheets for free as a lifetime member, if you're not yet a lifetime member, consider becoming a lifetime 1:26 member, because you get everything for free.

Get all the tools, the templates, the sheets, the videos, everything now and all future updates, including people who bought OnlySheets , got OnlySheets 2.0, every lifetime member got OnlySheets 2.0, and got it a week ahead of time. 1:42 Let's keep going. So what I'm gonna do is I'm gonna actually give you ac- give access to whoever pays through another way, and it goes through Zapier 2, OnlySheets itself. 1:52 So I'm gonna use this URL in the setup. Alright. Again, go to how to setup, but I'll walk you through it as well here. 2:00 We'll go quickly.

Type processor, make sure it's Zapier or if it's Pably, go to through Pably, error email, make sure you edit this in B3 on settings. 2:11 This needs to be your email address. Don't send me your errors. Sheet URL, copy and paste the URL here. Take out the edit part, but keep the slash in. 2:20 Access levels. It's gonna be viewer , probably most of the time. Permalink, I will show you how to set this up. 2:26 I'm gonna call this OnlySheets . This is something you, you yourself select but I might edit this later.

We'll see why I might edit it. 2:34 Email notification, yes, document type, make sure it's spreadsheet . Yes, OnlySheets also works for document slides and Google Sheets. Google Drive folders, you can always put the folder name here, make sure it's a unique folder name in your drive, meaning doesn't exist anywhere else in your drive  2:50 and you do not need the URL if you're sharing a Google Drive. You can also bundle it, but that's in that other setup video. 2:58 Okay, so we've set up our settings already.

And it's unique to me, I'm, I'm not sharing another sheet, I'm sharing this one, but it's the same process. 3:06 You just put the URL of the other sheet that you're sharing . I would actually not recommend you use only sheets to give access to only sheets. 3:15 That's probably crazy for you to do. You want to give another sheet access. Okay, in Zapier , itself, the trigger does not matter except for one thing. 3:27 You need the customer email.

You'll want the customer email, you want some thing, some trigger where you get the customer's email. 3:38 That could be another row on a Google Sheet. That could be a form is filler. That could be, in this case, PayPal, Etsy, somewhere where you're grabbing the email, the email is included in the data that you're getting. 3:51 I'm not going to show you how to do that because that's a lot of different options. You just need to make sure you get the email. 3:56 But what you're going to do is you're going to set up the post in Webhooks by Zapier .

That's the next, that's the thing that gets triggered. 4:03 You're going to create the event post. You have some other options here. Use post. Click continue. In the action, once it glows up, let's wait for it to load up. 4:16 It's taking forever. Okay, we have our action. The URL. This URL is going to be the web app you deploy. 4:25 So we'll go back to our Zapier -only sheets. Go up to extensions, app script . Make sure you go there. Just a few more clicks. 4:36 Click okay. You don't have to do anything there. Click deploy this project. Click new deployment.

You do not need to add a description. 4:43 You only need to do three things. One, make sure it's selected as web app. Number one. Two, make sure you execute as me. 4:50 But in your case, you, it will be me, but it'll be your email address. And not user accessing the web. 4:56 Must be your email address. And then who has access is anyone. Those are the three things. Number one, web app, me, anyone. 5:02 And there's some other options here. Just make sure it's anyone. Click deploy. You may have to authorize this.

This may take a moment or two to load up, update, authorize, allow, double, another couple of clicks. 5:18 Authorize access. You're going to select your email address and click allow and then it'll update the deployment. You're going to get a URL out of this. 5:33 One moment. There it is. Web app URL . You don't need a deployment ID . Copy. Hit copy. Get that URL. If you, however, deploy it and you're like, oh my god. 5:42 Where 's my URL? Just go back to back up to deploy.

Manage deployments and you'll see that there's an active deployment. 5:50 You'll have a description maybe if you did it or the top one. Click copy here. It's the exact same web app URL . 5:58 Okay. We need that text. The URL text is going to be this web app URL . Payload type, J-S-O-N, JSON. You have some others to select from. 6:09 You have form, XML, raw, select , JSON, J-S-O-N. Permalink. This is the permalink that you decide yourself.

I was testing this out and I used PayPal because this is like the PayPal purchase. 6:23 I'm going to change this to only sheets but you can change it to anything you want. Just make sure that whichever you put in, literally the data is going to be permalink, like literally the text you're going to type in permalink. 6:37 You can, if you don't have these, you can just click this plus button, add, and you're going to permalink like that. 6:43 Delete that. I'm going to remove this, but it's going to be permalink and then put in only sheets.

It must match whatever your permalink you have here. 6:52 Again, you're just adding this to, it's like a little code that you just, you derive yourself. Hook type, all one word will be add ADD. 7:01 This makes sure that the person that's purchasing this or is executing through this webhook is being added. It just needs this word add, ADD. 7:14 Then email, this is going to be the, you're going to insert this data from Paypal. Whatever, whatever sale you get just insert it. 7:28 Not, don't type it in.

I'm typing it in for testing purposes, but make sure in the data part on the left side it says email and then you're going to insert it. 7:36 You're going to just select here in Zapier . Wrap request in array is a no. You're going to write no and none for file. 7:45 You can write, I guess, anything, N A or something, but I write none. Unflatten is going to be no. You don't need to do anything basic auth, no headers . 7:54 Click continue. You'll see this here and let's see. Let's test it and make sure we got it right.

You'll see some data here and we can go back to our sheet, go to log, and see that yes, we have a customer here. 8:15 We have the customer's email. We have the permalink and we have the sheet right here so we don't have to go check somewhere else. 8:22 We also continue. Tell, up here on the right, I've shared this with one person. Ah yes, it's me. Great! Now, for whatever reason you may need to revoke access, you can select this line. 8:36 Just select the email or sheet. Doesn't really matter. Anything on this line.

Click revoke active range user and that row Oh It will go to the sheet and remove that viewer from that email address. 8:48 Let's see. Do it. You can even see up here it changed from shared to private. So it did revoke that access. 8:55 Just in case you have any errors, you realize, oh my god, I just like, I'm selling the wrong sheet. Go ahead and you can revoke access. 9:02 That gives you that added clear way to just use this, test it out. And yeah, that's Zapier . And that's also Pably and anywhere else. 9:15 Just make sure you're doing the same things.

You're adding the permalink and hook type here, text. Then you're adding another piece of data , which is the email and calling that email. 9:24 And through Pably, it's the same thing. You're just going to get whatever trigger it is, whatever email you're getting from them. 9:30 And you're going to forward it onto this post webhook . Thanks so much for watching. Please feel free to email me any questions, issues, problems you have. 9:40 Happy to help you through this.</div>