Zapier Integration

This article shows you how to use the Archilogic Zapier integration

The Archilogic Zapier integration allows you to trigger Zapier workflows when the values of certain custom attributes within the layout of an Archilogic floor plan change. It also allows you to push custom attribute values from another source to the layout of an Archilogic floor plan.

Custom Attributes

To test this integration you require some Custom Attributes.

You can either use existing ones or create new ones.

For this article, we created a custom attribute called Booked for the resource Space and of the type Boolean.

So for example, if a room is booked the custom attribute shows the value true and if it isn’t it shows the value false.

You can, of course, create other custom attributes that fit your specific use case.

Archilogic Connector

To use the Archilogic Zapier integration you first need to create the connector on Archilogics side.

Open the Archilogic Dashboard, left-click the button in the top right corner, and select Organization settings

In the organization settings, left-click Access tokens to open the access token menu.

Then, left-click the blue Create token button to create a new Access token.

In the Access token creation menu select Secret from the type-dropdown menu, give it a name such as Zapier and tick the following checkboxes in the Scopes section before clicking the blue Create button:

• floor:update
• floor:readPublic
• floor:readPrivate

Once you click the Create button a pop-up will open containing the secret token.
Copy it for later use.

Pushing custom attribute values from Archilogic to Zapier

In this example, we will push custom attribute values from Archilogic to Google Sheets by using a Zapier workflow.

To start, open a new browser tab, go to https://zapier.com/app/login, and log into your Zapier account.

Click the orange Create button in the top-left corner of the window and select Zaps.

The canvas for a new Zap will open. Left-click the trigger box to select an App.

Type “Archilogic” into the search bar and select the Archilogic app as the trigger.

Once Archilogic has been selected as the trigger, left-click the Trigger event field and select Layout changed.
This means that every time an Archilogic layout has been changed it will trigger this Zap.

Then left-click the Account field to add an Archilogic account. A pop-up will open asking you for the Archilogic Secret Access Token that you created earlier. Paste the Secret Access Token into the field and left-click the orange Yes, Continue to Archilogic button.

After selecting the Trigger event and Archilogic account click the blue Continue button at the bottom of the menu.

The next step is to paste the Layout ID of the Archilogic floor plan for which you want to create this Zap into the Layout ID field.

You can find the Layout ID of a floor plan in the side panel on the right side of the Archilogic Editor window.

Then click the blue Continue button at the bottom of the menu.

You will be asked to run a test to check if everything is set up correctly.

If you changed some custom attribute values in the layout of the connected Archilogic floor plan the changes will be shown once the test ran successfully. Then click the Continue with selected record button.

You will be asked to continue with the second step of your Zapier workflow. You could for example push the values to a Google sheet like in our example or connect any other available app to trigger something else.

You can, of course, also reverse this Zapier workflow and push values from other sources into the custom attributes of an Archilogic model.

In our example, we created a Google Sheet with the following headers.

Once you created the Google Sheet, link it to your Zapier workflow and connect the data sources to the correct header in the sheet. Then click the blue continue button.

Now you can run a final test to check if everything is set up correctly by clicking the Test step button.

If the test was successful, you can find the custom attribute values that were pushed from the layout of the selected Archilogic floor plan into the Google Sheet.

The last thing left to do is to publish your Zapier workflow by clicking the Publish button.

Your Zapier workflow is now live.

Each time you run your Zapier workflow the updated value will be pushed into the Google Sheet.

Push custom attribute values from Zapier to Archilogic

In this example, we will push custom attribute values from Google Sheets to the layout of an Archilogic floor plan by using a Zapier workflow.

First, open Google Sheets and create a new sheet with the following columns and rows.

• Layout ID
• Space ID
• API field name
• Custom attribute value

Then copy and paste the Layout ID of the floor plan you wish to update along with the IDs of the spaces you wish to affect, the API field name of the custom attribute, and finally the custom attribute values into the sheet.

Then, open a new browser tab, go to https://zapier.com/app/login, and log into your Zapier account.

Click the orange Create button in the top-left corner of the window and select Zaps.

The canvas for a new Zap will open. Left-click the trigger box to select an App.

In this example, we’re selecting Google Sheets from the App selection menu, but you could, of course, select any other app that fits your use case.

Then set the Trigger event to New or Updated Spreadsheet Row and select your Google account. You may need to log into your Google account if you haven’t done so before.

Then click the blue Continue button.

Select the Spreadsheet you created earlier and the correct Worksheet within it. Then select which column should act as a trigger. In our case, changing the Custom attribute values in the Google sheet should trigger the Zapier workflow.

Once you’re done click the blue Continue button.

The next step is to test your trigger.

Click the blue Test trigger button to proceed.

Once the test runs successfully continue by selecting the Action bubble in your Zapier workflow.

In the App field select Archilogic. In the Action event field select Update Custom Attribute and in the Account field select the Archilogic account. If you haven’t set up the account before you will need to paste the Secret Access Token that you created in your Archilogic dashboard to connect it.

The next step is to connect the correct values from the Google Sheet. Select the Layout ID.

Finally, you will be asked to test this step. Click the blue Test step button to continue.

To test your workflow you can now update your Google Sheet and set the custom attribute values from FALSE to TRUE.

The Zapier workflow will trigger automatically and will push the updated custom attribute values to the Archilogic floor plan.

Once the custom attribute values are pushed to Archilogic, the floor plan will automatically be published and the new custom attribute values will be visible when you select one of the correlated spaces.