Getting Started- Clappia

Clappia is an AI-powered no-code platform that allows you to build custom business process apps for inventory management, field force management, inspections, employee management, and more. Simply describe your requirement or upload Excel sheets and PDFs, and Clappia AI builds the complete app in minutes. By setting up workflows in viaSocket, you can automate the movement of data between Clappia and over 1,700+ other web applications (like WooCommerce, Shopify, HubSpot, and Stripe) without writing any code.

1. Prerequisites

To get started, you will need:

1. A viaSocket Account: Ensure you have an active workspace.

2. A Clappia Workplace: Sign up at clappia.com and create a workplace.

3. Clappia API Key & Workplace ID:
   - Go to Workplace Settings > Preferences > API Keys to generate your key.
   - Your Workplace ID is found in the same panel or in your browser's URL after /workplace/.

Getting Your Clappia API Credentials:

Step 1: Build your app using Clappia AI:

• In the left panel, click "AI Assistant"

• Describe the app you want to build (e.g., "Create an inventory management app with barcode scanning")

• OR upload your existing PDF/Excel sheet

• Clappia AI will build the complete app with fields, workflows, and analytics

Step 2: Get your credentials:

• Go to Workplace Settings > Preferences

• Copy your Workplace ID

• Click on API Keys

• Click "Generate API Key"

• Copy the generated API Key

Step 3: Use these credentials in viaSocket for authentication.

2. Setting Up the Integration

When you want Clappia data to trigger actions in external apps:

1. In viaSocket, select Clappia as your trigger app.

2. Choose trigger event: New Submission (or configure webhook).

3. Authenticate using your API Key and Workplace ID.

4. Select the Clappia app you want to monitor.

5. Add action steps for external apps and map the Clappia fields.

When you want an external event (like a new WooCommerce order) to create a record in Clappia:

1. In viaSocket, select your source app (e.g., WooCommerce) and set the trigger.

2. Add a new step and search for Clappia.

3. Choose an action: Create Submission, Update Submission, Update Submission Status.

4. Authenticate using your API Key and Workplace ID.

5. Select the target Clappia app.

6. Map the data from your source app into the corresponding Clappia field names.

3. Top Automation Examples for Clappia Users

I. Complete E-commerce Inventory & Delivery Automation

This example shows a complete workflow cycle for inventory management, order fulfillment, and delivery tracking.

Step 1: Inventory to E-commerce Sync

Trigger: Clappia - New Submission in "Inventory Management" app (product added with QR/Barcode scan)

viaSocket Action:

1. WooCommerce: Create or update product with stock details.

2. Slack: Notify team "New product added to inventory and listed on store".

Step 2: Order to Delivery Assignment

Trigger: WooCommerce - New Order Placed

viaSocket Action:

1. Clappia: Create submission in "Delivery Tracking" app with order details, customer address, and items.

2. WhatsApp: Send delivery assignment to agent with order summary.

Step 3: Delivery Completion & Stock Update

The delivery agent uses Clappia mobile app to:

• Track route with live GPS location tracking for route optimization

• Reach customer location

• Capture customer signature (eSign) on delivery

• Take proof of delivery photo with timestamp

• Mark delivery status as "Completed"

Trigger: Clappia - Delivery Status Updated to "Completed"

viaSocket Action:

1. Clappia: Update submission in "Inventory Management" app (reduce stock quantity by order amount).

2. WooCommerce: Update order status to "Completed" and sync stock quantity.

3. Email: Send delivery confirmation to customer with proof of delivery.

Step 4: Repeat Cycle

When new stock is added to Clappia inventory (Step 1), it automatically updates WooCommerce, and the cycle continues.

II. Field Force Management with CRM Integration

Trigger: Clappia - Field Visit Report Submitted

The field executive uses Clappia mobile app to submit visit reports with:

• Live GPS location tracking for check-in/check-out

• Customer visit photos

• Customer signature

• Meeting notes and order details

viaSocket Action:

1. Salesforce/HubSpot: Update contact activity and add visit notes.

2. Google Calendar: Create follow-up task for next visit.

3. Slack: Send visit summary to sales manager.

Trigger: Clappia - High-value order captured (amount > $5000)

viaSocket Action:

1. Salesforce: Create opportunity and assign to senior sales manager.

2. Email: Send alert to management team.

4. Advanced Logic & Tools

AI Agent: Use this in the middle of your flow to transform Clappia submission data:

• Summarize inspection reports from quality audits

• Extract key details from employee feedback forms

• Categorize service requests by priority and route to appropriate teams

Human Intervention: Set a flow to pause after a Clappia submission. For example:

• Employee expense reports require manager approval

• Inspection failures need quality head review

• Leave requests pending HR approval

The flow will only proceed to the next app action once approved within the viaSocket dashboard.

Custom JS Logic: Use the "Code" block to perform complex calculations on Clappia data:

• Calculate field agent commissions based on sales data

• Apply attendance rules for employee management

• Compute inventory reorder points

Multiple Paths: Create conditional workflows based on Clappia data:

• If inspection status = "Failed" → Create Jira issue + Notify quality team

• If delivery location distance > 50km → Assign to specific delivery partner

• If employee attendance < 80% → Trigger warning notification

5. Troubleshooting

If your flow is not working as expected:

Check viaSocket History: Look for "Mapping Errors" where a field name in Clappia might not match the expected format in the destination app.

Verify API Credentials:

• Ensure your Workplace ID and API Key are correct

• If you regenerated the API Key in Clappia, update it in viaSocket

• Check if you have admin access to the Clappia workplace

Field Mapping:

• Clappia field names are case-sensitive

• Ensure data types match (text, number, date)

• Check if required fields in Clappia are properly mapped

API Limits: Ensure your Clappia plan has sufficient API credits for the volume of data you are processing. Check limits at clappia.com/pricing.

Webhook Issues: If using Clappia as trigger via webhook:

• Verify webhook URL is correctly configured in Clappia's workflow node

• Ensure the Clappia workflow is active and published

How to Build Your First viaSocket Workflow in 5 mins

For further assistance, contact viaSocket support or visit the Clappia Help Center.