How to Create/Edit a UI

This article explains how to build a new UI in Palpaca. You'll learn how to enter your UI's basic information and navigate through the setup screens.

Step 1: Go to the HubSpot sidebar, click on CRM, and select the object you’re interested in 

Step 2: Once you’ve chosen the object (e.g. Contacts), click on the contact you're interested in

Step 3: You will be redirected to Palpaca’s homepage. Click the “Create your first UI” or “Add new UI” button, or select an existing UI you want to edit.

Note: If you need to edit your UI, just click “Edit UI” once it’s created, and continue with the steps from this point.

Step 4: You’ll be redirected to the UI Info page, where you need to fill out: 

• UI Name 

• UI Type

• UI Description

To proceed, click the “Continue” button at the bottom right.

If you don’t want to continue, click “Discard” (top right corner) and a pop-up will appear where you can confirm your choice.

Step 5: You’ll now land on the Data Sources page. There is a table where on the left, you’ll see available sources; on the right, the objects you want to select.

To set up a source, click the button “Set-up now”.

This opens a sidebar where you will: 

• Enter your authentication token
• Click on "Get data"
• Click “Save” to confirm 

If your data source is not listed, click the blue link “Request a new data source” and fill in the required information.

Note: This feature is currently in development and works as a suggestion field.

Step 6: Select the API resources you want to include. Click “Select object ” to open a dropdown and choose what you need.

When you’re ready, click “Continue”

Step 7: You will be redirected to the UI Builder screen, where a preview of your UI is shown in the middle pane.

To open the visual builder, click “Edit UI” (top center)

A pop-up will appear: 

• On the left, select a UI Module and drag it to the center
• In the center, see the live UI preview
• On the right, the Module Set-up sidebar lets you define data source inputs and formulas

Once finished, close the pop-up and click “Continue”

Step 8: You will be redirected to the Data Output page

Step 9: Choose the platform where you want to send or update data by using the dropdown menu

Step 10: Decide what action Palpaca should perform on the selected platform

Step 11: Match each target field with a Palpaca input using the dropdown. Required fields must be filled before publishing

Step 12: Once everything is configured, click the “Publish” button to complete your UI.