Quick-start guide

Albato's quick-start guide

Three easy steps to start your first integration

Included in this guide:

What is Albato?
How to create your first integration?
How to choose Albato's plan?

What is Albato?

Albato is a single platform for all your automations. Automate your workflow by integrating the apps you use every day.

What can I automate with Albato?

Daily tasks
Example: sending a weekly report on advertising expenses; downloading leads from Ads Manager every hour.

Data synchronization
Example: updating marketplace stock balance; adding tasks from a projec. management app into a to-do list app.

Routine tasks
Example: adding the emails of event attendees to a spreadsheet.

Albato automation scenario is built from simple and clear blocks.



⭐️ This scenario is called an automation. It is an integration between your apps connected to Albato. Each automation has a trigger (event) and one or more actions.

You need to choose:

What data do you want to get from one app?
When do you want to get it?
What action do you want to perform in another app?

Trigger

Trigger is an event that starts the automation. Triggers can be linked to a specific event that proceeds in real time in the selected app.

Example: form submission, deal status updating, invoice payment.



Triggers also can be scheduled to start automations at a certain frequency.

Example: downloading expenses from Ad account once a week or receiving stock balances every 5 minutes.

Action

Action is what Albato performs when your trigger occurs. Each completed action is considered as one Albato transaction.



User submits a form – trigger. Data from the form is transferred to Google Sheets – action. Google Sheets creates new row – transaction.

How to set up Albato automation

To make sure that automation with Albato is a simple process, you do not need to read a lot of instructions. It is enough to try it!

Choose what you want to automate, before creating a scenario. Example: you want to send the data from Tilda or Facebook forms to Google Sheets, but you don’t want to do it manually.

Then break the process down into the following steps:



We will show you how to create an automation. We will use the automation of Trello and Google Sheets as our example.

Let’s say that we have a to-do list in Trello and we want to store task reports with "Done" status in Google Sheets. At the same time, we need to transfer the name and assignees of the task, creation and due dates to track the efficiency.

Step 1. Choose your trigger app

Open the Automations section. In this tab you can manage all your automation scenarios. Click the New button.



To set up the sending app, choose:

From — Trello;
When — card moved from list to list;
Connection — click Add a connection and provide access to your Trello account if you haven't connected it.

⭐️ Connection is an integration between Albato and your account in the selected app, that allows you to share data and perform the necessary actions.




You will be prompted to name your connection. It is an optional setting, but it can help you avoid confusion if you have several accounts for the selected app. Click the Continue button.




When you connect an app, Albato asks for a general set of permissions. Albato doesn’t store data and only performs the actions on your app account that you've set up in the automation. It means that your data is secured.

Some apps require API key to allow access. You can always find it in your app settings, usually in the integrations section. Detailed instructions will be provided upon connection.




In some cases, additional settings are required. In our example is necessary to choose the board in Trello you want to work with. Then click on the Continue button.

Step 2. Set up your action app

This step is to choose:

Where to send – Google Sheets.
What action to perform – new spreadsheet row
Connection – provide access to your Google Sheets account if you haven't connected it.
Select the sheet in the Additional Parameters and click on the Continue button.





Then you will be prompted to set up the action fields. Specify the data you want to send to Google Sheets and the field of the spreadsheet to save it.




As we can see the left column indicates the fields of the receiving app. We need to match these fields with the data from the sending app (Trello). Click on a field and a drop-down menu will appear.




Choose the data you want to add in the fields. You can choose one or more values for each field. It can also be filled in manually, in which case data from such fields will be the same for every automation run. After matching, click on the Continue button.




You will be prompted to set up the Duplicate Search tool. Select Do not check for duplicates, always create a record option. Click the Continue button.

The Automation is ready! You can Start it now.

How to test your automation

After creating your first automation, it’s time to test it. To do this, you need to perform the trigger specified in your scenario.

In our case it is to move the card in Trello. We moved the card from the "In Progress" list to the "Done" list.



Now we open Google Sheet to check the data we've received.



You can also find the result of each automation run in the automation log. Sign into your Albato account, open the Automations section and click the Log icon.



Now the automation is started. It means that every time the card in Trello is moved, Albato will start the scenario of the automation: send this information to Google Sheets and fill in the spreadsheet. Each completed action that Albato performs is called a transaction.

The Automation log shows you all completed actions and actions with errors.

Pricing&Plans

Albato offers a 7-day trial to set up the required integrations and test the platform. To use the integrations further, you need to select a plan and pay for the platform. This can be done in the Billing section of your account.



Select your Albato plan depending on the number of transactions you need per month and the number of apps you need to connect.

In order to connect the desired Plan, click on the Upgrade plan button.



If you have a positive balance, you can use it for full or partial payment. After you click the Next button, you will be redirected to the payment system page or to the invoicing page, depending on which payment method you have chosen.



This tab also contains the FAQ on the Billing section, where we have collected answers to the most frequently asked questions. Including recommendations for choosing a plan.

Updated on: 29/08/2023