Follow the below steps to automate reporting using Smartlead API:
Access Smartlead API Documentation: Visit smartlead.readme.io, which serves as the hub for all API data.
Download Postman: Install Postman, a tool that helps in testing and running API requests before implementing them in automation tools like Zapier.
Identify the Problem: Determine the specific reporting task you want to automate. In the video, the goal is to collect information from a campaign, including replied responses and their categories and organize it into a spreadsheet.
Explore API Endpoints: Understand the available endpoints in the Smartlead API, such as fetching lead categories and campaign statistics by campaign ID.
Test API Endpoints: Use Postman to test API endpoints by sending requests with the appropriate parameters, such as API keys and query strings.
Choose Automation Platform: Select an automation platform like Zapier, Make, or n8n. The video demonstrates using Zapier.
Create Zapier Workflow:
Trigger Setup: Schedule a trigger to initiate the automation. In the video, the trigger is set to run daily at midnight.
API Request: Configure a step to make a GET request to the Smartlead API, fetching campaign statistics based on campaign ID and filtering for replied responses.
Data Iteration: Implement an iterator to loop through the array of response data obtained from the API request.
Data Mapping: Map the relevant fields (e.g., lead name, email, category) from the API response to the corresponding fields in the target spreadsheet.
Spreadsheet Update: Integrate with Google Sheets (or another spreadsheet tool) to create or update rows with the mapped data.
Test Automation: Test the automation workflow to ensure that data is correctly fetched from the API and updated in the spreadsheet.
Enhance Automation (Optional):
Customize the workflow further based on specific reporting requirements.
Implement additional features such as date range filtering for more precise data retrieval.
Monitor and Iterate: Regularly review the automated reporting process, monitor its performance, and make adjustments as needed to improve efficiency and accuracy.
By following these steps, you can automate reporting using the Smartlead API, saving time and effort while ensuring data accuracy and consistency.