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Getting data on to your Geckoboard dashboards using Zapier

 

Sometimes there are certain sets of data that you wish to view on your dashboard which aren't readily available using our current range of widgets. This might be data from one of the services we already integrate with that’s not available through Geckoboard, data from your own internal systems or data from a third party service we don’t yet have an integration for. In these scenarios, we recommend using our Spreadsheets integration or Custom Widgets to get the data on to your dashboard. However, you can also consider using Zapier.

When available, you can use Zapier to get real-time data in an automated way from a wide range of apps on to your Geckoboard dashboard. 

Zapier website: https://zapier.com/


In this article:

* When to use Geckoboard + Zapier?
What data can you display using Geckoboard + Zapier?
List of services that Zapier connects with Geckoboard
Popular use cases for Geckoboard + Zapier and Steps for setting them up

  1. Catching Webhook data to update Geckoboard Text widgets
  2. Capturing new Stripe charges to update Geckoboard Text widgets
  3. Updating Geckoboard Number widgets using new rows from custom MySQL query
  4. Updating Geckoboard Number widgets from new custom query PostgreSQL rows
  5. Sending Slack messages to Geckoboard as Text updates
  6. Updating Geckoboard Text widgets with updated Google Sheets row text
  7. Updating Geckoboard Number widgets using updated Google Sheets rows
  8. Updating Geckoboard Number widgets using ProjectManager.com


How to set up widgets powered by Zapier - Videos



 

When to use Geckoboard + Zapier?



You should use Geckoboard + Zapier when: 

1) You want to display data from services that we don't have pre-built integrations for.

Eg. Stripe, Xero

2) You want to extend upon our pre-built  integrations.

Eg. We have a MailChimp integration that offers 4 different widgets for tracking your data. If what you're looking to track isn't possible with those widgets, you should definitely check out the Geckoboard + Zapier option. 

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What data can you display using Geckoboard + Zapier? 



The Geckoboard + Zapier method provides some powerful and creative options for displaying real-time data and events from hundreds of services on your Geckoboard dashboards.

We'd say that this method is great for monitoring real-time "events" occurring in your business. It's not really suited for gaining high-level insights or tracking trends though.

For example: This method is great for tracking, say, the latest failed charge from your Stripe so that you can take some action on it, such as personally getting in touch since it's a high-value customer. You won't be able to track things like your monthly recurring revenue (MRR) or your growth trends from Stripe using this method.

Another example: This method gives an easy way of tracking the commit message and other details about the latest commit in your GitHub repo. But it isn't really suited for tracking trends in your development cycles or the total number of people who've "starred" your repo and so on. 

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List of services that Zapier connects with Geckoboard



You can view the list of services here:
https://zapier.com/zapbook/geckoboard/

As shown in the GIF below:

  1. Search for the service you're interested in
  2. You'll be presented with a list of "Zaps" between that service and Geckoboard


Here's an example of searching for Zaps between Geckoboard and Stripe:

  

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Popular use cases for Geckoboard + Zapier 



Catching Webhook data to update Geckoboard Text widgets

If you want to use Webhooks to parse to your Geckoboard widgets, you can do that using Zapier.

You will need:

  • a Geckoboard account
  • a Zapier account

Steps

1. Getting your accounts ready
2. Connecting your accounts

Getting your accounts ready

To establish a Webhook on Zapier, you will need only your Zapier account. Zapier will set up a custom webhook URL, for information on how to get started using these Webhooks, check here.

To link your Webhooks on Zapier to Geckoboard, you must have an active Geckoboard account and a text widget to push to. For more information about getting started with Geckoboard on Zapier, go here.

 

Connecting your accounts

Click here to use the Catch Webhook data to update Geckoboard text widgets Zap.

1. Zapier will automatically generate a Webhook for you to send requests to. When you have this, click "Ok, continue".

2. Choose whether or not you wish to specify a "Child Key" for your webhook. Click "Save + Continue".

3. Choose your Geckoboard account from the list of account or connect a new account.

4. To connect a new account, you will need to supply your Geckoboard API key in the pop-up window.

 


5. Customize the "Text" you wish to send to the Widget. You can customize it using fields pulled from your Webhook data. Then, enter the "Widget Key" of the widget you wish to use. 

6. Click "Save + Finish".

 

Now test the Zap to make sure it works. Once you’re satisfied with the results, any new text data posted to the Webhook will automatically be posted to the text widget you designated on your Geckoboard.

Note: If you ever want to change this Geckoboard + Zapier integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that’s possible with Webhooks on Zapier and other ways to connect Webhooks and Geckoboard using Zapier.

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Capturing new Stripe charges to update Geckoboard Text widgets

If you want to see every new Stripe charge in your Geckoboard, you can do that using Zapier.

You will need:

  • a Stripe account
  • a Geckoboard account
  • a Zapier account

Steps 

1. Getting your accounts ready
2. Connecting your accounts 

Getting your accounts ready

To connect your Stripe account to Zapier, you will need an active account on Stripe. For getting started with Stripe on Zapier, go here.

To link your Stripe to Geckoboard, you must have an active Geckoboard account, and a text widget to push to. For more information about getting started with Geckoboard on Zapier, go here.

 

Connecting your accounts 

Click here to use the Capture new Stripe charges to update Geckoboard text widgets Zap. 

1. Choose your Stripe account from the list of accounts, or connect a new account.

2. To connect a new Stripe account, you will need the API Key from your Stripe, found under the API Keys tab of account management. 

 

3. Choose your Geckoboard account from the list of accounts, or connect a new account.

4. To connect a new account, you will need to supply your Geckoboard API key in the pop-up window.


5. Customize the "Text" you wish to send to the Widget. You can customize it using fields pulled from your Stripe data. Then, enter the "Widget Key" of the widget you wish to use.

6. Click "Save + Finish".

Now test the Zap to make sure it works. Once you’re satisfied with the results, your new Stripe charges will post automatically to the specified Geckoboard widget.

Note: if you ever want to change this Stripe and Geckoboard integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that’s possible with Stripe on Zapier, and other ways to connect Stripe and Geckoboard with Zapier.

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Updating Geckoboard Number widgets using new rows from custom MySQL query

If you want to automatically update your Geckoboard using MySQL, you can do that using Zapier.

You will need:

  • a MySQL account
  • a Geckoboard account
  • a Zapier account

Steps 

1. Getting your accounts ready
2. Connecting your accounts 

Getting your accounts ready

To connect your MySQL account to Zapier you will need an active MySQL, and a database that you wish to pull data from. To get started with MySQL, including information on how to install the program and how to create a database, go here. You can learn more about getting started with MySQL on Zapier, here.

To link your MySQL to Geckoboard, you must have an active Geckoboard account. For more information about getting started with Geckoboard on Zapier, go here.

 

Connecting your accounts 

Click here to use the Update Geckoboard numbers using new rows from custom MySQL query Zap.

1. Choose your MySQL account from the list of accounts, or connect a new account..

2. To connect a new account, you will need the IP address or hostname of where your database is. Input this data in the "Host" field, indicate if you use an alternate "Port", and fill in the "Database" and "Username" fields with the appropriate data. You may also need to fill out the "Password" field if your database user requires it.

 

3.Create or fill in the "Custom Query" you wish to use. Click "Save + Continue".

4. Choose your Geckoboard account from the list of accounts, or connect a new account.

5. To connect a new account, you will need to supply your Geckoboard API key in the pop-up window.

 

6. Customize the "Number" you wish to send to the Widget. You can customize it using fields pulled from your MySQL data. Then, enter the "Widget Key" of the widget you wish to use.

7. Click "Save + Finish".

Now test the Zap to make sure it works. Once you’re satisfied with the results, Zapier will automatically update your Geckoboard with numbers whenever it finds your designated custom MySQL code.

Note: If you ever want to change this MySQL and Geckoboard integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that’s possible with MySQL on Zapier, and other ways to connect MySQL and Geckoboard using Zapier.

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Updating Geckoboard Number widgets from new custom query PostgreSQL rows

If you want to update your Geckoboard number from your PostgreSQL, you can do that using Zapier.

You will need:

  • a PostgreSQL account
  • a Geckoboard account
  • a Zapier account

Steps 

1. Getting your accounts ready
2. Connecting your accounts 

Getting your accounts ready

To connect your PostgreSQL account to Zapier you will need an active PostgreSQL, and a database that you wish to pull data from.To get started withPostgreSQL, including information on how to install the program and how to create a database, go here. You can learn more about getting started with PostgreSQL on Zapier, here.

To link your PostgreSQL to Geckoboard, you must have an active Geckoboard account. For more information about getting started with Geckoboard on Zapier, go here.

 

Connecting your accounts 

Click here to use the Update Geckoboard numbers from new custom query PostgreSQL rows Zap.

1. Choose your PostgreSQL account from the list of accounts, or connect a new account.

2. To connect a new account, you will need the IP address or hostname of where your database is. Input this data in the "Host" field, indicate if you use an alternate "Port", and fill in the "Database" and "Username" fields with the appropriate data. You may also need to fill out the "Password" field if your database user requires it.


3. Create or fill in the "Custom Query" you wish to use. Click "Save + Continue".

4. Choose your Geckoboard account from the list of accounts, or connect a new account. To connect a new account, you will need to supply your Geckoboard API key in the pop-up window.



5. Customize the "Number" you wish to send to the Widget. You can customize it using fields pulled from your PostgreSQL data. Then, enter the "Widget Key" of the widget you wish to use.

6. Click "Save + Finish".


Now test the Zap to make sure it works. Once you’re satisfied with the results, your Geckoboard will automatically update whenever your custom query is run in PostgreSQL.

Note: If you ever want to change this PostgreSQL and Geckoboard integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that’s possible with PostgreSQL on Zapier, and other ways to connect PostgreSQL and Geckoboard using Zapier. 

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Sending Slack messages to Geckoboard as Text updates

If you want to update your Geckoboard using your Slack, you can do that using Zapier.

You will need:

  • a Slack account
  • a Geckoboard account
  • a Zapier account

Steps 

1. Getting your accounts ready
2. Connecting your accounts 

Getting your accounts ready

To connect your Slack account to Zapier, you must have an active Slack account. You may want to familiarize yourself with Slack formatting in advance. You can learn more about getting started with Slack on Zapier, go here.

To link your Slack to Geckoboard, you must have an active Geckoboard account. For more information about getting started with Geckoboard on Zapier, go here.

 

Connecting your accounts 

Click here to use the Send Slack messages to Geckoboard as text updates Zap.

1. Choose your Slack account from the list of accounts, or connect a new account.

2. Choose your Geckoboard account from the list of accounts, or connect a new account.

3. To connect a new account, you will need to supply your Geckoboard API key in the pop-up window.


4. Customize the "Text" you wish to send to the Widget. You can customize it using fields pulled from your Slack. Then, enter the "Widget Key" of the widget you wish to use.

5. Click "Save + Finish".


Now test the Zap to make sure it works. Once you’re satisfied with the results, new messages on Slack will automatically update the text on your designated Geckoboard widget.

Note: If you ever want to change this Slack and Geckoboard integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that’s possible with Slack on Zapier, and other ways to connect Slack and Geckoboard using Zapier.

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Updating Geckoboard Text widgets with updated Google Sheets row text 

If you want to automatically push data from your Google Sheets to your Geckoboard, you can do that using Zapier.

You will need:

  • a Google Sheet
  • a Geckoboard account
  • a Zapier account

Steps 

1. Getting your accounts ready
2. Connecting your accounts 

Getting your accounts ready

To connect your Google Sheets to Zapier, make sure you have a sheet ready for this purpose. You can learn more about getting started with Google Sheets on Zapier, here.

To link your Google Sheets to Geckoboard, you must have an active Geckoboard account. For more information about getting started with Geckoboard on Zapier, go here.

 

Connecting your accounts 

Click here to use the Update Geckoboard text widgets with updated Google Sheets row text Zap.

1. Choose your Google Sheets account from the list of accounts, or connect a new account.


2. Choose the "Spreadsheet" and the "Worksheet" you wish to use, and optionally, you may wish to choose a specific "Trigger Column".

3. Choose your Geckoboard account from the list of accounts, or connect a new account.

4. To connect a new account, you will need to supply your Geckoboard API key in the pop-up window.


5. Customize the "Text" you wish to send to the Widget. You can customize it using fields pulled from your Google Sheet data. Then, enter the "Widget Key" of the widget you wish to use.

6. Click "Save + Finish".

 

Now test the Zap to make sure it works. Once you’re satisfied with the results, your Geckoboard widgets will automatically update whenever the corresponding Google Sheet rows are updated.

Note: If you ever want to change this Google Sheets and Geckoboard integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that’s possible with Google Sheets on Zapier, and other ways to connect Google Sheets and Geckoboard using Zapier.

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Updating Geckoboard Number widgets using updated Google Sheets rows

If you want to automatically push data from your Google Sheets to your Geckoboard, you can do that using Zapier.

You will need:

  • a Google Sheet
  • a Geckoboard account
  • a Zapier account

Steps 

1. Getting your accounts ready
2. Connecting your accounts  

Getting your accounts ready

To connect your Google Sheets to Zapier, make sure you have a sheet ready for this purpose. You can learn more about getting started with Google Sheets on Zapier, here.

To link your Google Sheets to Geckoboard, you must have an active Geckoboard account. For more information about getting started with Geckoboard on Zapier, go here.

 

Connecting your accounts

Click here to use the Update Geckoboard numbers using updated Google Sheets rows Zap.

1. Choose your Google Sheets account from the list of accounts, or connect a new account.


2. Choose the "Spreadsheet" and the "Worksheet" you wish to use, and optionally, you may wish to choose a specific "Trigger Column".


3. Choose your Geckoboard account from the list of accounts, or connect a new account.

4. To connect a new account, you will need to supply your Geckoboard API key in the pop-up window.



5. Customize the "Number" you wish to send to the Widget. You can customize it using fields pulled from your Google Sheet data. Then, enter the "Widget Key" of the widget you wish to use.

6. Click "Save + Finish".


Now test the Zap to make sure it works. Once you’re satisfied with the results, your Geckoboard numbers will be automatically updated whenever your Google Sheets document is updated.

Note: If you ever want to change this Google Sheets and Geckoboard integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that’s possible with Google Sheets on Zapier, and other ways to connect Google Sheets and Geckoboard using Zapier.

 

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Updating Geckoboard Number widgets using ProjectManager.com

If you want to automatically push data from your ProjectManager.com account to your Geckoboard, you can do that using Zapier.

You will need:

  • a ProjectManager.com account
  • a Geckoboard account
  • a Zapier account

 

Getting your accounts ready

To connect your ProjectManager.com account to Zapier, make sure you have a project ready for this purpose. You can learn more about getting started with ProjectManager.com on Zapier, here.

To link your ProjectManager.com account to Geckoboard, you must have an active Geckoboard account. For more information about getting started with Geckoboard on Zapier, go here.

Connecting your accounts

  1. Choose your ProjectManager.com account from the list of accounts, or connect a new account.
  2. Choose a File in ProjectManager.com
  3. Choose your Geckoboard account from the list of accounts, or connect a new account.
  4. To connect a new account, you will need to supply your Geckoboard API key in the pop-up window.
  5. Customize the "Number" you wish to send to the Widget. You can customize it using fields pulled from your Google Sheet data. Then, enter the "Widget Key" of the widget you wish to use.
  6. Click "Save + Finish".


Now test the Zap to make sure it works. Once you’re satisfied with the results, your Geckoboard numbers will be automatically updated whenever your ProjectManager.com file is updated.

Note: If you ever want to change this ProjectManager.com and Geckoboard integration, just go to your Zapier dashboard and tweak anything you'd like.

You can also check out all that’s possible with ProjectManager.com on Zapier.

 

How to set up widgets powered by Zapier - Videos



Zapier offers a great guide on setting up Zaps: 
https://zapier.com/help/zap-creation/

There's also a walk-through offered each time you set up a new Zap.

Here are two demos we've created showing how to power widgets on your dashboards using Zapier: 

c

1) Tracking the most recent high value failed charge from Stripe

 

 

2) Tracking your latest commit from GitHub

 

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