17min

Zapier

1. Introduction

Zapier is a cloud service that provides API Integrations with a large number of other Cloud Services. If you have a Zapier account, you can Integrate Engati with the same to use any of the Zapier Integrations.

Zapier classifies their functionality under the following constructs:

  •  A trigger is an event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the app for that event.
  • Action is the event that completes the Zap. You can create a 2-step Zap or make it more complicated by adding more action steps.

You can use the Zapier default node to integrate with any of the other apps on Zapier or you can use the dedicated app nodes provided by Engati.

For more details on Zapier, visit Zapier Documents.

2. Prerequisites

There are a few things you should be having before we move ahead, so make sure you are ready with the following set of items:

  • Zapier account.
  • Account for any third-party app that you wish to integrate with.

3. Direct Zapier Integration

You can use the default Zapier node to integrate with any app on Zapier which does not have a dedicated node on Engati. You can follow the below steps to have integration to have a sample integration with Slack.

3.1 Steps to Configure Zapier for Slack

3.1.1 Setting Engati app on Zapier

In the Paths section, click on the add node button and check the Zapier node.

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There are two ways by which you can add the Engati app in Zapier

You can follow the link in the Zapier node with the button Click here or you can use the link below:

Or in your Zapier account just go to [Settings->My Apps->Search for a new account to connect under Connected Accounts], Search for “Engati” Once you find Engati in the drop-down menu click on it and you will be prompted with this Screen.

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Once you have this screen just enter the details from the Engati platform from [Integrations->Developers Settings], Or you can get this information while creating a Zapier node too.

3.1.2 Setting the Engati as a Trigger

Once you have added the Engati account to Zapier, Start with creating a Zap. For the trigger step, select the Engati application from the dropdown and click on “New Zap Event” as the Trigger to start with the integration or if you followed the above link it will start with the pre-assigned trigger as Engati.

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3.1.3 Setting the Action app

After this Add a new Step and Search for Slack.

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Choose the Action from the list of events you can perform with Slack(Here the event selected sends a direct message).

3.1.4 Connect your Slack account

Once you select save and continue Zapier will ask you to connect your Slack account and permissions accessing your Slack account. 

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3.1.5 Setting up the Action

Add your account and start setting up your action.

For Sending a Direct message there are two mandatory fields.

A. “Username” for the user you want to send a message to (this list will be fetched/ populated from your Slack workspace).

B. “Message Text” this message field can either be written by you(hardcoded) or can be populated by a bot user in the form of an attribute. If you want it to be sent by the user select an attribute from the drop-down for example. “Message Text”.

(A)
(A)
(B)
(B)

Once you do this Save this step it will test it and finish it. And finally, turn your Zap on.

3.1.6 Configuring Zapier node on Engati

After completing the Zapier part switch to the Engati portal Click on next on the Zapier node.

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Write an Event key for this node (this is because if you create multiple Zapier integrations once you go to Zapier you can differentiate between each Zapier integration call based on this event key).

3.1.7 Setting up Attribute in the Zapier node

While setting up the Attributes make sure you are assigning the right attribute in the right field Suppose Attribute 1 was set as “Message Text” in your Zap so make sure in this node Attribute 1 is set to an Attribute which takes in a message from the bot user and respectively the other Attributes should be set.

[Note: these Attributes for the Message Text you have to create using a Request user data node or a Set attribute node in the portal]

(Here the attribute for taking the Message Text from the user is stored in the attributes named message)

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Once you set all the corresponding Attributes to their fields save the node and your Slack via Zapier for sending a message to a Slack user.



Updated 08 Aug 2022
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