Zapier Integration


About This Integration
IntegrationIntroduction

You can integrate third-party systems with Product name - ev itsm.png in many ways. The method you select will depend on business requirements, architectural and security constraints as well as the characteristics specific to each third-party application or service.

This document describes an integration process that has already been implemented in a customer context. 

To find out more about this integration (e.g. scripts to be used), please contact the Logo - EasyVista.png Consulting & Professional Services team, the Logo - EasyVista.png Support team, or your service provider and integrator.
 

Integration Summary

Zapier is a middleware that enables the simple integration and connection of more than 750 web applications to make life easier for users (individuals, SMEs or major corporations) and application integrators, in particular by removing the need to write code, create software interfaces and study the APIs of supported web applications.

This tool uses a mechanism based on preset workflows.

  • An integration between 2 applications is called a Zap and may be configured in just a few minutes. 
  • A Zap is made up of a main trigger and one or more actions or searches defining the triggers.

   Example documentation icon EN.png  When I receive an email in my Gmail inbox, it:

  • copies the attachment to my Dropbox account;
  • sends me a Slack alert telling me a new file is available in my Dropbox account;
  • sends me a text message.
     

Zapier lets you carry out 2 types of integration between Product name - ev itsm.png and supported third-party services.

  • Carry out actions in third-party services from a workflow or business rule Product name - ev itsm.png -  Open url.png see Integration Process no. 1

        Example documentation icon EN.png  

    • Creation of a new incident in Product name - ev itsm.png via a standard incident management workflow or business rule entails creation of an incident in JIRA Software.
    • Validation of a change in SAP software, in a Product name - ev itsm.png change management workflow step, entails using Trello project management software (PPM, or Project Portfolio Management) to create a new chart with the change request number as its name. This is used by the Design and Development division, in a list of Validated SAP Change Requests from a SAP Development Follow-Up board.
  • Create actions in Product name - ev itsm.png using third-party services -  Open url.png see Integration Process n° 2

    Example documentation icon EN.png  Creation of a new Trello card in a New training courses list from a New training catalog board used by the Human Resources department entails the creation of an Analyze new training service request within Product name - ev itsm.png, with the description of the Trello card.

     
Integration Data Feed (direction) Authentication Type Integration Connector Options

Product name - ev itsm - big.png

Up and Down arrow.png

Logo - Zapier.png

Depending on the third-party service used

(Zapier takeover authentication)

EV Integration connector icon - Workflow.png    Workflow

EV Integration connector icon - Business rule.png    Business rule

Webhooks icon.png    Webhooks (by Zapier)

Product name - ev itsm.png SaaS

Product name - ev itsm.png On-premise

Check icon.png

Check icon.png

SaaS Version of Third-Party Product

On-premise Version of Third-Party Product

Check icon.png

N/A

Step-by-step Integration Process

         Open url.png see Zapier documentation
         Open url.png see on wiki: Workflows and Business rules, REST web services, API REST - Configuration of action types
 

Prerequisites

  • You must have at least one Zapier account. If you don't, please use the form for creating a Zapier account.
  • You must be logged into the Zapier account you want to use to carry out a Zap and a new integration with Product name - ev itsm.png.

Process no. 1: ev|Service Manager to third-party services

Process no. 1: Use a Zap with a Zapier REST action in an Product name - ev itsm - big.png workflow or business rule to carry out actions in a third-party service

Step 1: In Zapier, initialize Zap (trigger in Product name - ev itsm.png)

  • Click on [ MAKE A ZAP ] and name the new Zap.
             Example documentation icon EN.png  EVSM_CHANGE WKFW (NORMAL): Create a Trello card
  • Configure your trigger by following the steps on the panel Trigger / 1. Set up this step:
             Trigger - 1 Set up this step.png
    • Click on Edit icon.png [ RENAME STEP ] to name the view.
               Example documentation icon EN.png  Validation of New Change
       
    • Choose App step: Click on the Webhooks Webhooks icon.png icon in the right window (Built-in apps category) or enter the word Webhooks into the search bar then click on Webhooks icon.png.
    • Choose Trigger step: Select the Catch Hook option, then click on [ SAVE + CONTINUE ].
    • Click on [ CONTINUE ].
    • Copy the URI provided by Zapier, useful for step 2.
               Example documentation icon EN.png  https://hooks.zapier.com/hooks/catch/799810/mtmjbz/
       
    • Before finalizing and testing this step, step 2 must be finalized and the Webhook must be used (running of REST action).
    • Click on [ OK, I DID THIS ].
       

Step 2: Creation of a Zapier REST action in Product name - ev itsm.png, in a workflow or a business rule
   Open url.png see procedure How to configure a REST action type for a new service

  • Create a new connection to the Zapier service.
             Create new connection.png

Value of parameter {id} of the URL of the Zapier service = code after catch/ in the URI supplied by Zapier at step 1       

Example documentation icon EN.png  URI  https://hooks.zapier.com/hooks/catch/799810/mtmjbz/  ==>  799810

 

  • Create a new resource for the Zapier service.
             Create new resource.png

Value of Uri of the resource field = Code at the end of the URI supplied by Zapier at step 1

Example documentation icon EN.png  URI  https://hooks.zapier.com/hooks/catch/799810/mtmjbz/  ==>  mtmjbz

 

  • Add a REST action using the connection and the resource created previously.
             Create new process step.png
     

Step 3: In Zapier, finalize Zap (action in a third-party service)

  • Configure your action by following the steps on the panel  Action / 2. Set up this step:
             Action - 1 Set up this step.png
    • Click on Edit icon.png [ RENAME STEP ] to name the view.
               Example documentation icon EN.png  Trello card creation (Change Normal)
       
    • Choose App step: Click on the third-party service icon you want to use to carry out an action.
               Example documentation icon EN.png  Trello icon.png Trello
       
    • Choose Action step: Select the action that corresponds to your need then click on [ SAVE + CONTINUE ].
               Example documentation icon EN.png  Create Card action
       
    • Choose Account step: Select the existing account of your choosing or connect to a new account then click on [ SAVE + CONTINUE ].
       
    • Set Up Template step: Configure the options to respond to your needs

      Caution: In order to configure the Template using the values in the fields originating fromProduct name - ev itsm.png (e.g.: rfc_number, description) in order to change them in third-party software, (step 1) the Webhook must be used at least once. For this to happen, the Zapier workflow or business rule REST action Product name - ev itsm.png must be used at least once.

      Example documentation icon EN.png  Example Trello - Process1 - Set Up Template.png

       
    • Test this Step step: Click on [ CREATE & CONTINUE ] to add a new one. The Test Successful! message must be displayed.
      Note: For the purposes of the Zap test and validation, you may also add a Send Email (via Gmail) action type between the triggers/actions of a Zap to send an email to the account of your choosing.
    • Click on [ FINISH ].
    • Activate your Zap by clicking on [ YOUR ZAP IS ON ].

Process no. 2: Third-party services to ev|Service Manager

Process no. 2: Use a ZAP with Product name - ev itsm - big.png REST API to carry out actions in Product name - ev itsm - big.png from a third-party service

Step 1: In Zapier, initialization of Zap (trigger in the third-party service)

  • Click on [ MAKE A ZAP ] and name the new Zap.
             Example documentation icon EN.png  Product name - ev itsm.png - Creation of request upon creation of Trello card
  • Configure your trigger by following the steps on the panel Trigger / 1. Set up this step:
             Trigger - 1 Set up this step.png
    • Click on Edit icon.png [ RENAME STEP ] to name the view.
               Example documentation icon EN.png  New Trello card
       
    • Choose App step: Click on the third-party service icon you want to use to carry out an action.
               Example documentation icon EN.png  Trello icon.png Trello
       
    • Choose Trigger step: Select the action that corresponds to your need then click on [ SAVE + CONTINUE ].
               Example documentation icon EN.png  Create Card action
       
    • Choose Account step: Select the existing account of your choosing or connect to a new account then click on [ SAVE + CONTINUE ].
       
    • Set Up Options step: Configure the options to respond to your needs
               Example documentation icon EN.png  Example Trello - Process2 - Set Up Options.png
       

Step 2: In Zapier, finalization of Zap (action in Product name - ev itsm.png)

  • Configure your action by following the steps on the panel  Action / 2. Set up this step:
             Action - 1 Set up this step.png
    • Click on Edit icon.png [ RENAME STEP ] to name the view.
               Example documentation icon EN.png  Create a request in Product name - ev itsm.png
       
    • Choose App step: Click on the Webhooks Webhooks icon.png icon in the right window (Built-in apps category) or enter the word Webhooks into the search bar then click on Webhooks icon.png.
       
    • Choose Action step: Select the Custom Request option, then click on [ SAVE + CONTINUE ].
       
    • Set Up Template step: Configure the options to respond to your needs then click on[ SAVE + CONTINUE ].

      Example documentation icon EN.png  To create a service request (with the corresponding catalog code) in Product name - ev itsm.png
               Example Service Manager - Process2 - Set Up Template 1.png
               Example Service Manager - Process2 - Set Up Template 2.png

      • Data option: Request body in JSON format (for the Product name - ev itsm.png REST API call). Note: In the example, the urgency_id is not mandatory. By default, it is the level of urgency reported in the catalog that is applied.
      • Unflatten option: Value no.
      • Basic Auth option: Use a Product name - ev itsm.png platform account authorized to make REST requests (API REST parameter checked in its profile).
      • Headers option: content-type and application/json paired values.
  • Test this Step step: Click on [ CREATE & CONTINUE ] to add a new one. The Test Successful! message must be displayed.
    Note: For the purposes of the Zap test and validation, you may also add a Send Email (via Gmail) action type between the triggers/actions of a Zap to send an email to the account of your choosing.
  • Click on [ FINISH ].
  • Activate your Zap by clicking on [ YOUR ZAP IS ON ].
     

Examples of integration with third-party services

JIRA Software Logo - Jira Software.png 

Bug tracking system.

Trello Logo - Trello.png 

SaaS mode project management tool.

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Last modified by Unknown User on 2017/06/06 22:25
Created by Administrator XWiki on 2017/04/07 10:29

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