🖇️Zapier Integration on Hylo
Zapier integrations is a straightforward process that involves setting up automated workflows, or "Zaps," to connect different web applications with Hylo.
Hylo is Zapier-enabled with a set of Zapier triggers and actions.These allow users to create fun workflows such as creating a Hylo post from a Typeform, or posting to Slack for every Hylo post in a group. To set up a Zapier workflows with Hylo, first click this link to accept an invite to Hylo's private Zapier integration.
If you have any questions/feedback about this integration, or suggestions for new Triggers and Actions we could add, let us know in Building Hylo!
How Zapier Works
Triggers and Actions: Zapier operates based on the concept of "Zaps," which are automated workflows. Each Zap consists of a "Trigger" and one or more "Actions."
Trigger: The Trigger is an event or condition that initiates the workflow. It can be an event in one of your connected apps, like a new email in Gmail or a new form submission in Google Forms.
Action: The Action is the task you want to be performed automatically in response to the Trigger. It could be something like creating a task in a to-do list app, sending a message in a messaging app, or updating a spreadsheet in Google Sheets.
Integration of Apps: Zapier connects a wide range of web applications. Users can choose from thousands of apps to integrate into their workflows.
Creating Zaps: To set up an integration, you create a Zap by selecting a Trigger app, specifying the Trigger event, and connecting your account for that app. You also define any filters or conditions for the Trigger.
Setting Up Actions: You then choose an Action app and define the Action event and any required parameters. You connect your account for the Action app and configure the action you want to perform.
Testing and Activation: After configuring the Trigger and Action, you can test your Zap to ensure it's working correctly. Once you're satisfied, you can activate the Zap.
Automation: Once a Zap is active, it runs in the background and automatically performs the specified actions whenever the Trigger event occurs. This automation helps you save time and streamline tasks that would otherwise be done manually.
Hylo "Triggers" that can initiate a Zapier "Action"
T1. Fetch Groups
Polls Hylo to see if you have joined any new groups, and if so will return those groups and allow you to fire a Zapier action for each of those Groups.
T2. Fetch Members
Polls Hylo to find all members of a Group (as identified by Group ID or Group Slug), allowing you to fire a Zapier action for each of those people.
T3. Fetch Posts
Polls Hylo to find all posts in a Group, allowing you to fire a Zapier action for each of those posts, like adding events to a Google Calendar.
T4. New Group Member
When a new person joins a group through any method or a set of groups, you can employ this trigger to execute actions such as adding the person's information to a database like Airtable or sending an email to group leaders.
T5. Member Leaves Group
When a person voluntarily leaves or is removed from a group or a set of groups, this trigger can be employed to carry out actions such as removing someone from a database like Airtable or sending a message via any messaging app.
T6. Member Updates their Profile
When a person updates their profile in a specific group or a set of groups, you can utilize this trigger to perform actions like updating an Airtable database or sending a message.
T7. Post Created
When a new post is created in a group or a set of groups, you can utilize this trigger to perform actions such as sending the Hylo post to Slack or creating a Google Calendar event for events that are created.
Inputs:
Group ID: the numerical ID of the group
Group Slug: the URL slug of the group. [Note: If ID is present it will take precedence over slug].
Hylo "Actions" that can be carried out via Zapier
A1. Create Post
type
Post Type
discussion, event, resource, request, offer, project
title
Post Title
A string of text, maximum 80 characters
details
Description
Full text of the post
groupIds
Groups to Post To
isPublic
Is Public?
True or false, whether to share to the Hylo Commons (requires posting to at least one group that has been allowed in the commons).
topicNames
Topics
#tags
location
Post Location
startTime
Start Time
endTime
End Date/Time
A2. Invite to Group
Invite a person to a group, by email address
groupId
The group to invite to
The person to invite
message
The message to send them
A3. Find a Person
An intermediary action that can be used to search for a person by email or ID, to then use in further actions. Will only find user's that can be seen by the current user.
id
The user ID to look up
or, the user's email to find them by
A4. Fetch Groups
An intermediary action that can be used to search for all groups, or a specific group (by name) that the person can see, to then use in further actions.
name
The Group's name to search by
If empty will return all groups
A5. Fetch Posts
An intermediary action that can be used to search for posts visible to the user, to use in further actions.
groupSlugs
The URL slugs of one more groups to search in.
If not included then this will search across all the user's groups.
types
Which post types to search for
discussion, event, resource, request, offer, proposal
sortBy
How to sort the posts
created, updated (when post last had activity), start_time (great for events), reactions (how many people reacted to the post)
order
Whether to sort in ascending or descending order
asc, desc
Create Zapier Integrations with Hylo
Sign up and Log in:
If you don't already have a Zapier account, sign up for one at zapier.com.
Log in to your Zapier account.
Click "Make a Zap":
In your Zapier dashboard, click on the "Make a Zap" button to start creating a new integration.
Choose a Trigger App:
Select the application that will initiate the workflow (the trigger app). For example, if you want to create a Zap triggered by new emails in Gmail, choose Gmail.
Choose a Trigger Event:
Specify the event within the trigger app that will start the integration. For Gmail, you might choose "New Email."
Connect Your Account:
Connect your account for the trigger app and follow the on-screen instructions to grant Zapier the necessary permissions to access your data.
Set Up the Trigger:
Configure the specific conditions or filters for the trigger event. For example, you might specify that the trigger should only activate when emails match certain criteria.
Test the Trigger:
Test the trigger to ensure it's working correctly by fetching sample data from the trigger app.
Choose an Action App:
Select the application that you want to perform an action in response to the trigger event. For example, if you want to send a Slack message for every new Gmail email, choose Slack as the action app.
Choose an Action Event:
Specify the action you want the action app to perform. In this case, you might select "Send Channel Message."
Connect Your Account:
Connect your account for the action app and grant Zapier the necessary permissions to access and perform actions in that app.
Set Up the Action:
Configure the details of the action, like specifying the channel and message in Slack.
Test the Action:
Test the action to ensure it's working as intended by sending a sample message to Slack.
Name and Turn on Your Zap:
Give your Zap a name, and then turn it on. Your integration is now active and will automatically perform the specified actions when the trigger event occurs.
Monitor and Manage Zaps:
You can view, edit, or delete your Zaps in your Zapier dashboard. You can also monitor the activity and error logs to ensure everything is working smoothly.
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