.gif)
Explore our easy, step-by-step guide on integrating Bubble.io with Wave, boosting efficiency in your web-based workflow.
Wave is a software by Google that allows real-time collaboration on word-processed documents as well as instant messaging, email, blogging, and wikis. It can be used by businesses to allow for easy communication among groups or departments. In addition, it offers tools for embedding images, maps, and videos within a document. Users can also respond to or edit specific parts of a document rather than having to manage multiple versions of the same file.
Book a call with an Expert
Starting a new venture? Need to upgrade your web or mobile app? RapidDev builds Bubble apps with your growth in mind.
Step One: Accessing Bubble.io
In the chance you've not yet created an account with Bubble.io or are not logged in, proceed to https://bubble.io and click on "Sign up for free" to register, or select "Log In" in case you're already a member.
Step Two: Launching your Dashboard
On your Bubble.io dashboard, choose the app you wish to integrate with Wave. If you are yet to create an app, click on "New App" - this should guide you through the steps of creating a new one.
Step Three: Install API Connector Plugin
Move to the left sidebar and click on "Plugins." This action will take you to the plugins page where you should hit the "Add plugins" button. A popup will appear featuring a search bar, type in "API Connector" then add it to your app by clicking the "Install" button. After this, close the popup.
Step Four: Interface with Wave
On the left sidebar, look for "Plugins" once again. On the ensuing page, click on "API Connector." You should notice a "New API" button at the top left - hit it.
Step Five: Configure the API
Now, you can input your API configuration for Wave. In the "Authentication" dropdown, select "Self-handled 2.0". You'll need to fill out the necessary fields with the data from Wave, which includes the following:
After this step, you ought to click the "Save" button.
Step Six: Create an API Call
After saving the configuration, you're now ready to create an API call. Click on the "Add another API Call" button. Label your call, select GET as the data type, and populate the other fields accordingly depending on your needs.
Step Seven: Use API in Workflow
You can now reference the API call in your workflows. When creating a workflow action, you'll see the option to use the API call under the "Plugins" section.
Please Note
While this guide's process may seem straightforward, adding an API to an app can vary considerably in complexity, hinging on what you want to achieve. Understanding how to construct and debug API calls is crucial for more complex tasks. For further reading, you can turn to Bubble.io’s documentation and tutorials. These resources will offer useful insights on how to fully utilize their platform.
Scenario: A financial advisor wants to optimise their client engagement process and make more data-driven decisions. They have developed a CRM with Bubble.io, where clients can log into a personalised dashboard, book appointments and interact with their portfolios. The advisor wants these interactions to feed into Wave, their financial analytics tool, to model client behaviours and forecast trends.
Solution: Integrating Bubble.io with Wave
Dashboard and CRM Creation: The financial advisor uses Bubble.io to build a custom CRM, where clients can access their portfolios, make new investments, and book consultations.
Setting Up the Integration: The advisor installs a Wave plugin within Bubble.io, and connects it using their Wave credentials. They then implement specific workflows in Bubble.io that trigger when a certain action is completed on the client-side of the CRM.
Data Sync Workflow:
When a client undertakes an action within the CRM, such as making an investment or booking a meeting, the workflow is triggered. The relevant data (client ID, investment amount, meeting time etc.) is instantly forwarded to Wave by the plugin action. This creates a new entry point in Wave, tagged to the specific client and action for easier analysis.
Data Analysis in Wave:
Inside Wave, the advisor models the client data to understand behaviours and inform their strategies. They can create forecasts, spot trends and identify outliers, leading to more targeted and effective financial advice.
Monitoring and Analytics:
As all client interactions in the CRM feed into Wave, the advisor is able to continuously track and analyse behaviours. They can refine their CRM and service offerings based on the real-time insights provided by Wave.
Benefits:
By integrating Bubble.io with Wave, the financial advisor can deliver a personalised service experience, leverage real-time insights, and make data-driven decisions to optimise client engagement and business profitability.
.svg)
Delve into comprehensive reviews of top no-code tools to find the perfect platform for your development needs. Explore expert insights, user feedback, and detailed comparisons to make informed decisions and accelerate your no-code project development.
.svg)
Discover our comprehensive WeWeb tutorial directory tailored for all skill levels. Unlock the potential of no-code development with our detailed guides, walkthroughs, and practical tips designed to elevate your WeWeb projects.
.svg)
Discover the best no-code tools for your projects with our detailed comparisons and side-by-side reviews. Evaluate features, usability, and performance across leading platforms to choose the tool that fits your development needs and enhances your productivity.
Then all you have to do is schedule your free consultation. During our first discussion, we’ll sketch out a high-level plan, provide you with a timeline, and give you an estimate.
.png)
.png)
