Zapier Integration

Step-by-step guide to integrate Panda IDX with Zapier, including how to obtain API keys and use the Get Contacts trigger.

Introduction

This guide will walk you through the process of integrating Panda IDX with Zapier, including generating an API key from the Panda IDX dashboard, connecting it to Zapier, and using the "Get Contacts" trigger in a workflow.

Step 1: Generate or Obtain Your API Key

To connect Panda IDX with Zapier, you'll need an API key. Follow these steps to generate or obtain your key:

  1. Log in to your Panda IDX account and navigate to the Integrations section from the left-hand menu.
    Integrations
  2. Under Integrations, select Zapier from the list.
  3. Depending on whether you've already generated an API key, you will either see your existing API key or a button to create a new one.
    • If an API key is already generated: You will see it displayed like this:
      Generated API Key
    • If no API key is generated yet: Click on Create New API Key to generate one.
      Create New API Key
  4. Copy the API key. You will use this in Zapier to authenticate your Panda IDX account.

Step 2: Connect Panda IDX with Zapier

Now that you have your API key, follow these steps to connect Panda IDX to Zapier:

  1. Log in to your Zapier account.
  2. Search for "Panda IDX" in the Zapier app directory and select it.
  3. When prompted, paste the API key you copied from the Panda IDX dashboard into the authentication field.
  4. Click Continue to complete the connection.

Step 3 the "Get Contacts" Trigger

Once Panda IDX is connected, you can start using the "Get Contacts" trigger in your workflows. Below are the details of all the fields available through this trigger.

Fields Reference

Get Contacts Fields

idstring
The unique identifier for the contact.
namestring
The full name of the contact.
emailstring
The email address of the contact.
phonesarray of strings
An array of phone numbers associated with the contact.
createdAtstring (ISO 8601 format)
The date and time when the contact was created.
stagestring
The current stage of the contact, indicating their status in the sales or user engagement process.
sourcestring
The origin of the contact, such as where on the website they signed up or if they were added manually.
imagestring (URL)
The URL to the contact's profile image, if available.
spokenLanguagesarray of strings
A list of languages spoken by the contact.
addressstring
The contact's address details.
linksobject
An object containing various social media and contact links related to the contact. The object may include:
  • facebook: The contact's Facebook profile link.
  • twitter: The contact's Twitter profile link.
  • instagram: The contact's Instagram profile link.
  • linkedin: The contact's LinkedIn profile link.
  • youtube: The contact's YouTube channel link.
  • website: The contact's personal or professional website.
  • whatsapp: The contact's WhatsApp number.
  • tiktok: The contact's TikTok profile link. ::::

Example Data

When you use the "Get Contacts" trigger, the data retrieved might look something like this:
[
  {
    "id": "66955f1f93c1be2dd9deb221",
    "name": "Florencia Hernandez",
    "email": "florencia@gmail.com",
    "phones": ["342-121-1917"],
    "createdAt": "2024-07-15T17:40:47.768Z",
    "stage": "active-client",
    "source": "signup-form",
    "image": "https://example.com/images/florencia.jpg",
    "registration": "2024-07-01",
    "spokenLanguages": ["English", "Spanish"],
    "address": "123 Main St, Miami, FL",
    "streetAddress": "123 Main St",
    "notes": ["Interested in premium plan", "Follow up next week"],
    "links": {
      "facebook": "https://facebook.com/florencia.hernandez",
      "twitter": "https://twitter.com/florenciaH",
      "instagram": "https://instagram.com/florenciaH",
      "linkedin": "https://linkedin.com/in/florencia-hernandez",
      "youtube": "https://youtube.com/channel/UCflorencia",
      "website": "https://florencia.com",
      "whatsapp": "https://wa.me/13421211917",
      "tiktok": "https://tiktok.com/@florenciaH"
    }
  }
]
Getting Started
Your comprehensive guide to getting the most out of Panda IDX. Learn how to navigate the platform, integrate with third-party services, and access our extensive API documentation.
Authentication
This API allows you to retrieve the authenticated user's information by providing the API key.