As the application now works in Beta only, you should follow this invite link https://zapier.com/developer/invite/48244/8c5920fd28b4fa768b442f699b1ab289/ to be able to see Slemma in Zapier. In the appeared window, click the Accept Invite & Go To Dashboard button.
In this article you will learn:
- Common info
- How to make it work?
- Using ZAPs
Zapier is a tool that allows you to connect apps you use every day to automate tasks and save time. In other words, Zapier can fetch data from external services and do some actions with it. Let’s consider the following case: pull data from another service >> put data into a dataset in Slemma.
Zapier can’t get historical data, it only gets data which is generated by the event. For example, if a new task is created in Jira, Zapier pulls data of this task and sends it to recipient. All the tasks that were created earlier won’t be sent to the recipient.
Each transfer task in Zapier with a data source and a data recipient is called a ZAP (1 task = 1 ZAP).
If you want to use Slemma with Zapier, you should create dataset in Slemma, create a ZAP in Zapier, set them up and run it.
How to make it work? A step-by-step instruction
1. Create a Zapier dataset in Slemma
Login to Slemma. Create a new dataset by choosing the Create Zapier dataset option.
Copy API endpoint from the appeared message, e.g.:
This dataset has 3 pre-build fields:
- Measure (string) – Dimension
- Date (time) – Dimension
- Value (number) – Measure
The API endpoint is the URL to which you can push data for this dataset.
You can create a custom dataset by clicking the big red plus button and choosing the Create custom dataset option instead of choosing the pre-build Zapier dataset. Head over to this article to learn more about custom datasets.
2. Find Team ID and SIG
Navigate to the Admin page > API section. Remember (or copy) Team ID and SIG, or request these settings from your Admin. You’ll need them later in Zapier.
3. Create a ZAP in Zapier
Login to Zapier. Click the MAKE A ZAP button.
3.1. Set up a Trigger
Choose a trigger app – the application you want to get data from. Setting up trigger for various apps differs. Let’s take Slack as an example. Find it and click to select.
Then choose the specific trigger for Slack, for example New Message Posted to Channel.
Click the Save + Continue button.
Then you should connect to Slack. Click the Connect a New Account button or select the already created account from the list. Click Save + Continue.
Then you should set up options of the selected trigger. For example, for the Slack “New Message Posted to Channel” trigger, we should pick which channel in our Slack account we want the Zap to monitor. Choose a channel from the list and click Continue.
At the next step, you can test your trigger. Your Zap will try to get a sample item from the trigger, which makes it easier to match up fields and test actions. Just follow the instructions in Zapier.
3.2. Set up an Action
Just like with triggers, you should pick the app that will be the data recipient. Use the search at the top to narrow down to the Slemma app. Click it to select.
Next, you should pick the specific action for that app.There are only two actions for Slemma app: “Push Data to Zapier Dataset” and “Push Data to Custom Dataset”. If you choose the first action, you can push data to a pre-build dataset aka “Zapier dataset”. If you choose the second action, you can push data to Custom dataset with custom fields.
For our example, we choose the “Push Data to Zapier Dataset” action.
Then, like with triggers, create a new account (or pick from the list) for Slemma. You need here Team ID and SIG that were discussed earlier.
After that you should set up the “Push Data to Zapier Dataset” action:
- Paste API endpoint from your “Zapier dataset” in Slemma to the “API endpoint” field in Zapier.
- In the Measure field, choose which Slack attribute would be the name of the measure in your dataset. For example, “User Name”.
- In the Measure value field, type in “1”. This would be the counter of new messages posted in Channel. In other cases, you can choose the value from the triggers attributes (from the drop-down).
- In the Date field, choose date from triggers attributes, type date (in the format of YYYY-MM-DD), or leave this field empty (the day of action performing will be set by default). Please note that leaving the Date field empty works only for the “Push Data to Zapier Dataset” action. You can also insert various “human readable” transformations like “tomorrow”, “today”, or “three weeks from now”. See this article for more info.
If you choose the “Push Data to Custom Dataset” option on the stage of setting up an action, then you won’t see the pre-build template with fields. You should set them up by yourself according to the fields that you’ve added previously in your custom dataset.
The measures and dimensions are compared with those in the custom dataset by name. If there is no dimension or measure with such name in the dataset, then the error is logged.
The next screen will display test data from trigger that will be pushed to Slemma. You can click Create & Continue, and this test data will be saved to the dataset. Or you can choose Skip Test & Continue, then this test data won’t be saved to Slemma.
At the end of setup, click Finish and turn ON your new ZAP.
All the created ZAPs are displayed on the Zapier home page.
After you set up your ZAPs, they will work automatically. But there are some limitations at the Zapier free plan: you can have only 5 ZAPs turned on at the same time, and they will run every 15 minutes.