Export data to a spreadsheet

Mon, 01 Jan 0001 00:00:00 +0000

Assume we want to automatically export applicant data to Google Sheets whenever a specific flag is assigned to an application in DreamApply. To do this, we will create a connection between DreamApply and Google Sheets through Zapier and configure a workflow that will automatically write applicant data to a spreadsheet.

Before you begin

Make sure your account has the Superuser role.
Make sure you have a Zapier account.
Make sure you have a Google account.
Make sure you have created a spreadsheet in your Google Drive with the following columns: Applicant ID, Applicant given name, Applicant family name and Applicant email.

Step 1. Connect DreamApply to Zapier

First, we need to connect DreamApply to Zapier to be able to send event and application data.

Send notifications to Slack

Mon, 01 Jan 0001 00:00:00 +0000

Assume the financial team wants to get notified whenever invoices are issued manually by Administrators, through rules or the API in DreamApply. To do this, we will create a connection between DreamApply and Slack through Zapier and configure a workflow that will automatically send notifications to a Slack channel.

Before you begin

Make sure your account has the Superuser role.
Make sure you have a Zapier account.
Make sure you have a Slack account, workspace and channel to which notifications must be sent.

Step 1. Connect DreamApply to Zapier

First, we need to connect DreamApply to Zapier to be able to send event and application data.

How-tos on DreamApply Knowledge Base

Export data to a spreadsheet

Before you begin

Step 1. Connect DreamApply to Zapier

Send notifications to Slack

Before you begin

Step 1. Connect DreamApply to Zapier