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 New Zap"
Step 3: Give the Zap a name.
On the top left, replace "Name your zap" with a Zap name you choose.
Step 4: Set the Trigger to Webhook.
Step 5: From the "Trigger Event" dropdown select "Catch Hook" and click "Continue".
Step 6: Copy the "Custom Webhook URL" to the clipboard by clicking the "Copy" button. Then click "Continue".
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 the workflow rule 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: In your AppSheet application, make a data update and save it to trigger the AppSheet Webhook.
Step 10: In Zapier click on 'Test trigger'. This tells Zapier that you've sent a trial webhook to the Zap to trigger it.
Step 11: Zapier should receive the webhook from your AppSheet app, and should show the "Test triggered, We found a request!" screen. You will see the JSON webhook body sent by your AppSheet webhook.
Step 12: Now finish your Zap by choosing an Action. To keep it simple, let's choose an Email action.
Step 13: 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 14: 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.