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Tutorial

This simple tutorial will show how to get started with Centazio for data integration, centralised reporting and automated workflow management. This tutorial show you how to do the following:

Integrate systems; CRM (Zoho) and a Task Management (ClickUp).
Run reports off a centralised database.
Run live automated workflows

Set up Centazio

todo: Install Centazio CLI
Create a new solution
Create a new project Centazio.Systems
- Note: it may be preferable to create one project per system, this will allow enforcement of isolation which should be respected.

Set up ClickUp

Create a free ClickUp account: https://clickup.com/
Create PAT: Avatar -> Settings -> Apps -> Generate: Copy the generated token
Add a line in your secrets file with your PAT, example: CLICKUP_TOKEN=pk_12345678_ABCDEFGHIJKLMNOPQRSTUVWXYZ123456
Create a list to track new customers, and get the ID from URL (the trailing number)

Set up AppSheet

https://www.appsheet.com/ -> Get Started
Create an app
Go to Settings -> Integrations -> Enable (and copy App ID)
Create Application Access Key (and copy key)
Create a Task table in the Data tab
Add a Task text column in the new Task table
Save App (CTRL S)