Zapier Documentation

NOTE

This page is largely informational. Support Readiness made the decision to no longer utilize Zapier anymore.

What is Zapier

According to wikipedia:

Zapier is a product that allows end users to integrate the web applications they use.

In a broader sense, Zapier is a tool we utilize to enhance the functionality of many of our systems, such as Zendesk, GitLab.com, etc.

Gaining access to Zapier

As this is a baseline entitlement for Support Operations, this should be done during your onboarding. If it is not, please open an access request issue and assign to your manager for provisioning.

Creating a Zap

To create a zap, login to Zapier and click the black Create Zap button on the top-left of the page. This will bring up the zap editor.

The first thing to do on this page is determine the name, location, description, and timezone for your zap to use. To do this, click on the settings icon (gear icon) on the right-hand side of the page. You will then give your zap a name, pick the folder to have it in, add a description for the zap, and determine the timezone for the zap to use.

After doing all this, you will then begin building your zap. This can be a very involved process and take time to get the hang of, so reach out to your fellow Support Operations team members or a Support Operations Manager for assistance.

In general, the process will go like this:

1. Pick an action for the task to take
2. Fill out any action specific criteria
3. Test out the task
4. Add a new task
5. Repeats steps 1-3 for as many times as needed
6. Turn on zap once you are done

Editing a Zap

To edit a zap, you will login to Zapier and locate the zap in question. You will then click on the zap’s name to be brought to the zap editor. From here, you can make whatever changes are needed. As the changes auto-save, once you are done you can leave the page.

Tip: When making major edits, it is always preferred to turn the zap off first by clicking the slider in the top-right of the zap editor page.

Using Zapier Storage

When we need to utilize something that needs to be secret, such as a token, we utilize Zapier Storage. You would need a step in your Zap to get the secret from Zapier Storage. From there, your future steps need to use this to fetch the secret value. If using code blocks, you would do this by setting an input variable with the value of the secret (and then using that input variable in your code). Some examples are below (assuming an input variable name of secret):

client = StoreClient(input.get('secret'))
value = client.get('foo')
return { "key": value }

const store = StoreClient(inputData.secret);
const value = await store.get('foo');
return { result: value };

Adding an item

To add a new item to Zapier Storage, you must use the storage secret (found in the Support Readiness 1Password Vault). With that in hand, you would do the following:

curl -X POST -ss "https://store.zapier.com/api/records?secret=SECRET_GOES_HERE" \
  -d '{"foo": "bar"}'

Replacing SECRET_GOES_HERE with the actual secret value.

Editing an item

To edit an item in Zapier Storage, you would do the same action you did to create one. So if updating the key foo to have a value of bar2, you would do:

curl -X POST -ss "https://store.zapier.com/api/records?secret=SECRET_GOES_HERE" \
  -d '{"foo": "bar2"}'

Replacing SECRET_GOES_HERE with the actual secret value.

Troubleshooting zap issues

To troubleshoot a zap, you will login to Zapier and locate the zap in question. You will then click the down arrow to the right of the zap and select View Zap History to see the usage log. From here, you can select events to see what was sent in and out of the zap itself.

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