EveryAction as a destination

1. Add your EveryAction access

In the Destinations tab, click on the “Add destination” button located on the top right of your screen. Then, select the EveryAction option from the list of connectors.
Click Next and you’ll be prompted to add your access: Application name and API key.
Decide about associating the tags with newly created contacts or not.
If the case, inform the tag column name as well.
Click Next.

The next step is letting us know which data you want to send to the database. Select the layer and then the desired table.

Tip: The table can be found more easily by typing its name.

Select the fields from your selected table that you want to send.
For each field selected from the catalog, inform the name of the field it sould be sent to on EveryAction. Optionally, provide a default field to be used if the field on EveryAction can not be found.
Click Next.

Describe your destination for easy identification within your organization. You can inform things like what data it sends, to which team it belongs, etc.
To define your Trigger, consider how often you want data to be sent to this destination. This decision usually depends on how frequently you need the new table data updated (every day, once a week, only at specific times, etc.).
Click Done.

Once completed, you’ll receive confirmation that your new destination is set up!
You can view your new destination on the Destinations page. Now, for you to be able to see it on your EveryAction account, you have to wait for the pipeline to run. You can monitor it on the Destinations page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your data should be seen on EveryAction.

If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!