Connecting to Zapier

How to use Zapier for automation

There is an official Zapier integration in the works. Please contact us to learn more and ask about early access.

This guide will help you create a test integration and learn how Zapier can be used to connect the platform. From there you can create more advanced automations such as creating content within the platform. When you’re done it will look like this:

The resulting message in your nominated Slack channel will look like this:

Prerequisites

1. A Zapier account.

2. An Monterosa API key, for example JmsmU5gZb6xNVUgQGoKcQLvQjRhKAUSb. If you don’t know how to get one, find out here.

3. Familiarisation with Control API basics.

4. Familiarisation with Zapier Webhooks.

Steps

1. Login to Zapier and create a new Zap

2. Choose Webhook as the Trigger

3. Select Retrieve Poll as the first option

   
4. Within the Trigger’s URL, paste your Interaction Cloud instance name and follow the following format:

https://{instance}/api/v2/projects/{project_id}/events?filter[state]=current

The filter[state]=current will list only Events which are currently Live, meaning that a timed or manually controlled event will only be returned when it has started.

1. Enter data in the Key field to denote the structure of the JSON

2. In the Headers add:

   1. Authorization Bearer {your key} and

3. Content-Type application/vnd.api+json

4. Follow the flow through, test your data. Make sure you have at least one Event live to ensure something is returned.

5. Add Slack as a next step

6. Associate your Slack account

   
7. Select the channel you want to alert

   
8. Craft the message you want to send using variables drawn from the data you just got back.

9. Continue to follow the Zapier instructions to test your data

10. When everything is working, you can Publish your Zap and leave it running live

You could also try

• Alerting new Events, not just those that are live (change the API filter type)

• Alerting finished Events

Watch Outs

A paid Zapier plan will be required if you want frequent polling

If you are creating Events or Elements there are API limits but still be very careful not to spam the platform or you might have access revoked.

Getting further help

If you need further help on this topic please ask your account manager or raise a support ticket at [e-mail]