Information Retrieval Sidebar

Retrieve and display information from an API on any page
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Information Retrieval Sidebar
Information Retrieval Sidebar Use Cases

Put information at your fingertips on any page:

  • Order information: order status, recipient
  • CRM contact data: plan information, deal information
  • Product telemetry: usage metrics, onboarding status
  • Account information: e.g., billing, account/team
  • Bugs/Feature requests: e.g., assignee, status
  • Error telemetry: e.g., errors within the past 24 hours
Examples of Information Sources

Configure information retrieval from our library of 3,000+ integrations:

  • Shopify
  • Hubspot
  • Salesforce
  • Zendesk
  • Jira
  • GitHub

Use this template to create a decision tree.

Step 1/7

Step 1

Activate The Template
Step 2/7

Step 2

Configure Your Template
Copy The Existing Google Sheet
Step 3/7

Step 3

Build Your Decision Tree Using Google Sheets
Step 4/7

Step 4

Once Sheet Is Filled, Return To Template And Finish Activating
*Ensure you have selected your spreadsheet from the dropdown
Step 5/7

Step 5

Your Decision Tree Is Ready, Click Ok to Begin Using
Your Decision Tree Is Ready, Click Ok to Begin Using
Step 6/7

Step 6

Click "Start Decision Tree"
Step 7/7

You're All Set!

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NExt Step

Done!

Now you can clone this project and reuse the form.
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