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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 has launched our first 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. We would like to invite you to join us in the beta phase of our Zapier integration. Please note that since this is in the beta phase, there may be some bugs that we need your help in identifying. Join Building Hylo to share your findings!
- 1.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.
- 2.Integration of Apps: Zapier connects a wide range of web applications. Users can choose from thousands of apps to integrate into their workflows.
- 3.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.
- 4.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.
- 5.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.
- 6.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.
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.
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.
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.
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.
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.
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.
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.
- 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].
- 1.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.
- 2.Click "Make a Zap":
- In your Zapier dashboard, click on the "Make a Zap" button to start creating a new integration.
- 3.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.
- 4.Choose a Trigger Event:
- Specify the event within the trigger app that will start the integration. For Gmail, you might choose "New Email."
- 5.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.
- 6.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.
- 7.Test the Trigger:
- Test the trigger to ensure it's working correctly by fetching sample data from the trigger app.
- 8.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.
- 9.Choose an Action Event:
- Specify the action you want the action app to perform. In this case, you might select "Send Channel Message."
- 10.Connect Your Account:
- Connect your account for the action app and grant Zapier the necessary permissions to access and perform actions in that app.
- 11.Set Up the Action:
- Configure the details of the action, like specifying the channel and message in Slack.
- 12.Test the Action:
- Test the action to ensure it's working as intended by sending a sample message to Slack.
- 13.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.
- 14.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.