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".
You can use Zapier with your AppSheet applications.
- You can use an AppSheet Workflow Webhook to “trigger” Zapier Zaps as described here.
- You can write Zapier Zaps that add, delete, find (read), or update records in AppSheet tables and invoke AppSheet Actions.
To enable Zapier use with AppSheet you must:
- Enable Zapier for your AppSheet account.
- Enable the API for each AppSheet application you wish to access from Zapier.
To Enable Zapier for Your AppSheet Account
To enable Zapier for your AppSheet account, do the following:
- Go the My account > Integrations pane.
- Select the "Channels In" tab.
- Click "Add Channel"
- Select "Zapier"
To Enable the API for an Application
To enable the API for an application do this.
Enroll in the AppSheet Zapier Beta Program
AppSheet's Zapier support is currently in "beta" release form. To use AppSheet from Zapier you must join the beta by going here and clicking the "Accept Invite & Build a Zap" button.
Creating a Zapier "Zap"
To create a Zapier Zap, you must complete the following steps:
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 of your choice.
Step 4: Add a trigger to the Zap.
Your trigger can come from AppSheet or from any other trigger source that Zapier supports. You can find out how to create an AppSheet trigger here. Alternatively, you use a trigger from another trigger source.
Step 5: Add an action to the Zap.
Click "Add a Step" and then click "Action/Search".
Step 6: Choose AppSheet as your Action App.
In the "Choose an Action App" dialog enter "AppSheet" in the search box and hit "enter". Select "AppSheet (2.0.0)" from the search results.
Step 7: Select an AppSheet Action.
Select an AppSheet Action from the list of choices. For example, select "Update Record". Then click "Save + Continue".
Step 8: Select an AppSheet Account. If you have already created an AppSheet Account in Zapier, select it and click "Save + Continue".
If you do not yet created an AppSheet Account in Zapier, click "Connect an Account".
In the "Account ID" field enter your AppSheet Account Id from the AppSheet Editor's Account pane.
In the "Account Access Key" field enter the "Access Key" displayed on the AppSheet Editor's "My account" > Integrations > "Channels In" pane.
Click "Yes, Continue" to create an AppSheet Account in Zapier.
Click "Save + Continue".
Step 9: Choose the Application.
Click the down arrow in the "Application" field. This will retrieve the list of application that you enabled in step "To Enable the API for an Application" above. Select one of the applications.
Step 10: Choose the Table.
Click the down arrow in the "Table" field. This will retrieve the list of tables in the application you just selected. Select one of the tables.
Step 11: Choose the Locale.
AppSheet will automatically select the appropriate Locale based on the table you selected..
Step 12: Enter the Location.
If you wish, you can enter a location Latitude and Longitude.
Step 13: Choose the Timezone.
Click the down arrow in the "Timezone" field. This will retrieve the list of all timezones. Select one of the timezones. Alternatively, you can accept the default timezone.
Step 14: Enter key and data field values.
If you choose "Add Record", enter data values in all of the "required" fields. You must normally enter a data value for each of the key fields. However, if the key field contains an "Initial value", you can omit the key field value. The system will initialize the key field to the "Initial value". For example, you should omit the key field value when the key field has an InitialValue of UNIQUEID() or RandBetween(). You can enter data values in the non-required fields if you wish."
If you choose "Delete Record", enter data values in all of the key fields. Only the key fields are displayed.
If you choose "Find Record", enter data values in all of the key fields. Only the key fields are displayed.
If you choose "Update Record", enter data values in all of the key fields. The key fields will appear first and they will all be "required". Enter data values in any fields you wish to update. Fields that you leave empty are not updated.
If you choose "Invoke Action", enter data values in all of the key fields. Only the key fields are displayed. Click the down arrow in the "Action" field. This will retrieve the list of Actions for the table. Select one of the Actions.
After you have entered field values click "Continue".
Step 15: Test the Zap.
To test your action, click "Send Test to AppSheet". The resulting table row will be displayed. You can use the data values from the returned row can be used in subsequent Actions.
Step 16: Finish
If the test is successful, click "Finish".
Step 17: Turn on Your Zap.
Click "Your Zap is" to turn on your Zap.