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Zapier instructions #24

Merged
merged 9 commits into from Jan 15, 2017
Merged

Zapier instructions #24

merged 9 commits into from Jan 15, 2017

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afoonalex
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You can connect Redash to Zapier and trigger an action every time a new line is added to you query results - for example, a Slack bot that announces every time a new order came in.
The best way is to have a scheduled query that refreshes frequently so the notification you get is in real-time.

For now you'll need to ask us for an invitation as it's still in beta - you can do that via Intercom (at the bottom right corner of every page in /help or inside the Redash webapp or [Slack](https://redash.slack.com/).
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  1. The link to get an invite to Slack is slack.redash.io (they can't sign in from the other one).
  2. Let's just post the Zapier link here... I checked again and didn't see anything explicitly prohibiting this :)

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k - can I use the link I got via email? is it universal?

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Not sure what you got via email. I meant this one: https://zapier.com/developer/invite/32785/4910e4da7931a8f3a2124ebd85cc352b/


2. Choose a trigger app - in this case, Redash (it won't be available to you unless you have received and opened the invitation)

3. Choose a trigger - for now we have only "New Query Results" in there, this means the Zap will get triggered everytime a new line is added to the results set of your query.
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Worth reiterating that Zapier checks for existing results, so they should schedule the query to refresh according to the frequency they defined Zapier to check for results.


4.3. API key - also in your user settings, select the API KEY tab and copy it from there

4.4. Test your connection!
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How about a screenshot of this?

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which part? the connection test in zapier? it's not an interesting screen, there are so many steps and each one is tiny, if you have the instructions open in one tab and zapier in another you'll be good even if it's textual imo

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The screen where you select Redash and enter API key/user id.


7. Select an action - for this example we'll use "Send Channel Message". You'll need to connect your Slack account to Zapier as well, if you are logged-in in your browser it'll be pretty instant.

8. Enter the channel, message text (you can select different column values from your query), bot/your user in slack, bot name, bot icon emoji or icon url, auto expend links and mentions settings. Bots are cool so you should definitely send the zap as a bot!
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And a screenshot of this defined so it's clearer what they see in the Slack screenshot.

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zapier_slack_template
this? it's looooong

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prepared a wider version
zapier_slack_template - wider

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We can use the left part of the wide version, as it includes all the interesting parts.

@afoonalex
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waiting for your input regarding my questions up there ^ @arikfr

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arikfr commented Jan 12, 2017

Inputed.

@arikfr arikfr merged commit 9d9a5ce into master Jan 15, 2017
@arikfr arikfr deleted the Zapier-instructions branch January 15, 2017 12:13
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2 participants