Data Integrations

Sync community data with spreadsheets, CRM tools, and external services. These integrations work as action nodes in the Workflow Builder.

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Overview

Service	Operations	Auth Method
Google Sheets	Append row, update cells, update row, read rows, lookup row, clear range	Service Account or OAuth2
HubSpot	Upsert contact, create deal, add/remove from list	OAuth2 or Private App Token
Mailchimp	Subscribe/unsubscribe, add/remove tag	API key
Kit (ConvertKit)	Subscribe/unsubscribe, add/remove tag	API key
Webhook	Custom HTTP POST/PUT to any URL	Bearer token, API key, or custom headers

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Google Sheets

Setup

Option 1: Service Account (recommended)

1. Go to Google Cloud Console
2. Create a project → Enable Google Sheets API
3. Go to Credentials → Create Service Account
4. Download the JSON key file
5. Open your spreadsheet → click Share → add the service account email (e.g., my-bot@project.iam.gserviceaccount.com) as Editor

Option 2: OAuth2

1. In Uni8, click Connect and sign in with your Google account
2. Authorize access to Google Sheets

In Uni8:

1. Go to Settings > Automations > Integrations > Google Sheets
2. Upload the JSON key file (Service Account) or click Connect (OAuth2)
3. Click Test Connection

Actions

Append Row

Add a new row to the bottom of a sheet. Best for logging events, registrations, or transactions.

Configuration:

Field	Description	Example
Spreadsheet ID	The ID from the sheet URL	1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms
Sheet Name	Tab name within the spreadsheet	Sheet1
Columns	Values for each column, one per line	See below

Column values — Enter one value per line. Each line maps to a column (A, B, C, ...):

{{ user.name }}
{{ user.email }}
{{ triggerPayload.membershipTier }}
{{ triggerPayload.amount }}

This produces a row: | John Doe | john@example.com | Pro | 500000 |

Supports up to 50 columns per row.

Update Cells

Modify a specific cell range. Best for updating dashboards, status fields, or summary tables.

Configuration:

Field	Description	Example
Spreadsheet ID	Sheet ID from URL	1BxiMVs0XRA...
Range	Cell range in A1 notation	Sheet1!B2:D2
Values	New values, one per line	See below

Example — Update a member's status:

• Range: Members!C5:E5
• Values:

Active
2025-01-15
Pro Tier

Update Row

Find a row by matching a column value, then update specific cells in that row.

Configuration:

Field	Description	Example
Spreadsheet ID	Sheet ID from URL	1BxiMVs0XRA...
Sheet Name	Tab name	Members
Lookup Column	Column to search in (A, B, C...)	A
Lookup Value	Value to match	{{ user.email }}
Update Columns	Column-value pairs to update	See below

Example — Update member tier when membership changes:

• Lookup Column: A (email column)
• Lookup Value: {{ user.email }}
• Update: Column C = {{ triggerPayload.newTier }}, Column D = {{ triggerPayload.date }}

Read Rows

Read data from a range. Useful for checking existing data before writing.

Configuration:

Field	Description	Example
Spreadsheet ID	Sheet ID from URL	1BxiMVs0XRA...
Range	Cell range to read	Sheet1!A1:D100

Returns row data that can be used in subsequent workflow nodes.

Lookup Row

Search for a specific row by matching a value in a column. Returns the first matching row.

Configuration:

Field	Description	Example
Spreadsheet ID	Sheet ID from URL	1BxiMVs0XRA...
Sheet Name	Tab name	Members
Lookup Column	Column to search	B
Lookup Value	Value to find	{{ user.email }}

Clear Range

Remove all values from a cell range without deleting the cells.

Configuration:

Field	Description	Example
Spreadsheet ID	Sheet ID from URL	1BxiMVs0XRA...
Range	Cell range to clear	Sheet1!A2:Z1000

Common Use Cases

Use Case	Action	Example
Log new members	Append Row	Name, email, join date, tier
Track event attendance	Append Row	Name, event title, check-in time
Update member status	Update Row	Find by email, update tier column
Export payment records	Append Row	Amount, date, product, buyer
Monthly report dashboard	Update Cells	Update summary cells with totals

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HubSpot CRM

Setup

OAuth2 (recommended):

1. In Uni8, click Connect and authorize with HubSpot

Private App Token:

1. Go to HubSpot Developers
2. Create a Private App with scopes: crm.objects.contacts.write, crm.objects.deals.write, crm.lists.write
3. Copy the access token

Actions

Upsert Contact

• Create or update a contact by email address
• Map community profile fields to HubSpot contact properties
• Supports custom properties

Field	Maps To
{{ user.email }}	Email (lookup key)
{{ user.name }}	First/Last name
{{ triggerPayload.membershipTier }}	Custom property

Create Deal

• Create a deal in a specific pipeline and stage
• Attach to an existing contact
• Set deal amount, name, and close date

Add/Remove from List

• Add or remove a contact from a static list
• Useful for segmenting members by tier, event attendance, or course completion

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Mailchimp

Setup

1. Go to Mailchimp Account Settings > API Keys
2. Generate a new API key
3. In Uni8, paste the key — datacenter is detected automatically from the key suffix

Actions

• Subscribe — Add or update a member in an audience (upsert by email)
• Unsubscribe — Remove a member from an audience
• Add tag — Apply a tag to a subscriber for segmentation
• Remove tag — Remove a tag from a subscriber

Supports custom merge fields for additional profile data.

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Kit (ConvertKit)

Setup

1. Go to Kit Settings > Developer and copy your API key
2. In Uni8, paste the API key

Actions

• Subscribe — Add a subscriber (upsert by email)
• Unsubscribe — Remove a subscriber
• Add tag — Tag a subscriber
• Remove tag — Remove a tag

Supports custom fields.

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Webhook (Custom)

Send data to any external URL when a workflow runs. Ideal for connecting services that don't have a built-in integration.

Setup

No credential needed — configure per action in the workflow.

Configuration

Field	Description
URL	HTTPS endpoint to receive data
Method	POST or PUT
Headers	Custom headers (e.g., Authorization, Content-Type)
Body Template	JSON body with {{ }} expressions
Retry Count	0–5 retries with exponential backoff

Example Body Template

{
  "event": "membership_purchased",
  "member": {
    "name": "{{ user.name }}",
    "email": "{{ user.email }}"
  },
  "tier": "{{ triggerPayload.membershipTier }}",
  "amount": "{{ triggerPayload.amount }}"
}

Security Features

• HTTPS only — HTTP URLs are blocked
• HMAC-SHA256 signing — Each tenant gets a unique signing secret. The signature is sent in X-Webhook-Signature header for payload verification
• SSRF protection — Internal/private IP addresses are blocked
• Timeout — 10-second timeout per attempt
• Retry — Exponential backoff (1s, 2s, 4s, 8s, 16s) up to 5 retries

Payload Enrichment

Webhook payloads are automatically enriched with context based on the trigger:

• User data — Name, email, profile fields
• Event data — Event title, date, location (for event triggers)
• Course data — Course title, completion status (for course triggers)
• Payment data — Amount, currency, transaction ID (for payment triggers)

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Related

• Integrations Setup — Credential management overview
• Messaging Integrations — Discord, Twilio, Slack, and more
• Workflow Builder — Build automated workflows