🗂️Vault workspace

This page explains the steps you need to follow to set up Vault Workspace as an action for your pipe.

Action events

• Create row - create a new row in your table

• Get table data - find a row in your table by a column and value

• Update table data - update a row in your table

Having issues?

• Ensure that your column names do not contain spaces

• Ensure that your column names are unique

Create row

1. Choose 'Vault Workspace' as the app.

2. Choose 'Create row' as the action event.

3. Click 'Continue' to proceed to choosing your connection.

4. Choose your connection from the dropdown. If you do not have an existing connection, click 'Add new connection'.

5. Enter your Vault Workspace table API key. This can be retrieved by clicking on 'Api Key' followed by 'Generate API key' in your table.

6. Click 'Submit' to add your connection.

7. Click 'Continue' to proceed to set up your action.

8. Specify the name of the column(s) you want to create in your table. To specify multiple columns, separate each name with a comma.

9. Specify the values that will go into the columns in the previous step. Separate the values for each column with a comma.

10. Click 'Continue' to proceed to test your action.

11. Click 'Test step' to see if your action is working as intended.

Get table data

1. Choose 'Vault Workspace' as the app.

2. Choose 'Get table data' as the action event.

3. Click 'Continue' to proceed to choosing your connection.

4. Choose your connection from the dropdown. If you do not have an existing connection, click 'Add new connection'.

5. Enter your Vault Workspace table API key. This can be retrieved by clicking on 'Api Key' followed by 'Generate API key' in your table.

6. Click 'Submit' to add your connection.

7. Click 'Continue' to proceed to set up your action.

8. Specify the column in your table that Plumber should search for cells which match the Lookup Value.

9. Specify the Lookup value that Plumber should search for.

10. Click 'Continue' to proceed to test your action.

11. Click 'Test step' to see if Plumber pulled data from the correct row in your table.

Update table data

1. Choose 'Vault Workspace' as the app.

2. Choose 'Update table data' as the action event.

3. Click 'Continue' to proceed to choosing your connection.

4. Choose your connection from the dropdown. If you do not have an existing connection, click 'Add new connection'.

5. Enter your Vault Workspace table API key. This can be retrieved by clicking on 'Api Key' followed by 'Generate API key' in your table.

6. Click 'Submit' to add your connection.

7. Click 'Continue' to proceed to set up your action.

8. To update a row in your table, Plumber would need to identify the row first:

   • Specify the column in your table that Plumber should search for cells which match the Lookup Value.

   • Specify the Lookup value that Plumber should search for.

9. Once the correct row is identified, Plumber will update the data in that row

   • Specify the column that Plumber should update for the cell with the Update Value.

   • Specify the update value that Plumber should update the cell with.

10. Click 'Continue' to proceed to test your action.

11. Click 'Test step' to see if Plumber updates the correct cell with the Update value.