Zapier is a service that allows non-technical users to connect a triggering event from one service with one or more actions in other services. There are hundreds of services connected to Zapier and each connection between services is called a 'Zap'. Here, we'll show you how to build a Zap, set up a workflow rule in an AppSheet app to fire an event to trigger the Zap, and how the result of the Zap is to send the data from the workflow rule via email to someone. You could instead use any of the hundreds of other Zapier actions.
Step 1: Create a Zapier account
Step 2: Create a new Zap by clicking "Make a Zap!"
Step 3: Give the Zap a name.
On the top left, replace "Name your zap" with a Zap name you choose.
Step 4: Add a WebHook Trigger to the Zap
Under "TRIGGER" and "Set up this step", click "Choose App" and select "Webhooks".
Step 5: Configure the Zapier Webhook.
Under "Select Webhooks by Zapier Trigger", select "Catch Hook".
Click "Save + Continue".
Under "Set up Webhooks by Zapier Hook", click "Continue".
Step 6: Under "Test Webhooks by Zapier" copy the WebHook URL to the clipboard.
Step 7: Add a Workflow rule to your AppSheet app
Step 8: Configure the workflow rule in your AppSheet app to use a WebHook action.
Copy the Zapier Webhook URL into the URL field of the action. This sets up the AppSheet workflow rule to trigger the Zap whenever it is fired. Note --- you must mark your app as deployable for the workflow rules to fire, so make sure to do that too.
Step 9: Test the Zap Webhook Trigger.
To do this, first make an update in your AppSheet app and save it so that the AppSheet workflow rule fires. Then back in the Zapier web page, click on 'OK I did this'. This tells Zapier that you've sent one trial message to the Zap to trigger it.
Step 10: If all goes well, Zapier should have received the triggering message from your AppSheet app, and should show the next screen. Click "view your hook" to see the JSON webhook body sent by your AppSheet webhook.
Step 11: Now finish your Zap by choosing an Action. To keep it simple, let's choose an Email action.
Step 12: Configure the email action appropriately. Note that you can use any of the fields from the updated record in AppSheet as they are all available in the 'payload' sent from AppSheet.
Step 13: Finish your Zap --- you can now enable it and your AppSheet app will now be integrated with the world via Zapier!
If you're interested in seeing how Zapier integration can work, check out this video about using webhooks with Zapier integration to send tweets from your app automatically.