Connecting the SAS Custom Action App to Zapier
The SAS Custom Action app is a useful tool in cases where the platform you use is not currently available in SAS’s list of integrations. While some platforms have open APIs, the format in which they require data may not work directly with the SAS Custom Action app. This is where a “middleman” app like Zapier comes in. Using the Webhooks by Zapier feature, SAS can send your call data to Zapier, which can then post it to any platform that Zapier supports.
As a courtesy, we have included instructions below on how to connect the SAS Custom Action app to Zapier using one of their available integrations as an example.
1
In Zapier, click Create and select Zaps from the menu.
2
Once the Zap workflow opens, click to Rename the Zap.
3
From the workflow, begin by clicking to set up a Trigger.
4
From the apps library, select Webhooks under Popular built-in tools.
5
Then, click the Trigger event dropdown list, select Catch Hook, and click Continue.
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On the next screen, click Continue again to bypass the Child Key option.
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At the top of the setup window, you will see Your webhook URL. Copy this to your clipboard.
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Next, from your SAS Flex portal, open the Custom Action app and paste the copied link into the Endpoint URL box under the None option.
Click Save & Connect.
9
Once connected, click to Add configuration.
10
Name your configuration and select POST a JSON string to a URL. Then, add your JSON string with your application’s field names on the left and your SAS script collectors on the right.
These need to match the collectors in the specific path where the integration will be added.
JSON STRING EXAMPLE:
{
"first_name": "{{first_name}}",
"last_name": "{{last_name}}",
"mobile_phone": "{{main_phone_number}}",
"email": "{{email_address}}",
"description": "{{ticket_message}}"
}
Not sure whether your JSON string is formatted correctly? Try an online JSON validator like JSON Checker.
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After you Save the configuration, click the 3-dot icon to the right of the configuration name, and select Send Test.
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Enter test data into the fields listed, then click the blue Test your request button at the bottom.
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If it worked, the API Response will say "success." This means that your Custom Action test data has been sent to Zapier!
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Return to Zapier and click the Test trigger button.
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Your test record will be highlighted. Click Continue with selected record.
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Next, you will be prompted to set up your Action step.
Search for and select the platform that will receive call data.
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Click the Action event dropdown, and select the specific action that you want the Zap to perform.
In this example, we selected Create Contact.
18
Click Sign in, and connect Zapier to your platform.
Instructions or requirements may be different depending on the platform you are using.
19
After linking your account, click the Continue button to configure your Action step.
20
Now, you will need to create the Variables that Zapier will use to match your SAS script data to your platform's fields.
In the bottom left corner of the workflow, click the Variables button (globe icon).
Then, click Create variable.
Variables consist of three elements: Variable Name, Variable Type, and Variable Value
Variable Name
Enter the name of your variable followed by a colon, space, and the name of the corresponding SAS script collector in quotation marks.
Do not include the braces symbols { } that you see in your SAS script.
Variable Type
Leave this as Text
Variable Value
Enter your platform’s field name for the variable. These will differ depending on the platform you are using and must match exactly.
21
Zapier will display each variable alongside the data from your previous Custom Action test.
In this example, we will type the forward slash symbol / into the Create Contact box, select the matched data to complete each field, and then click Continue.
Depending on the platform and Action, setup steps may differ.
22
If everything looks right, click Test step.
If the integration was a success, you will see a message indicating that data was sent to your connected platform.
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Check your platform to ensure that the data was received. Then, return to Zapier and click Publish.
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Once published, you’re ready to add the integration to your SAS script!
Open your SAS script workflow, and navigate to the appropriate Closing or Trigger block.
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Under the Options tab, toggle on the Integration button, and select Custom Action from the dropdown.
Then, select the corresponding Configuration and click Save.
Use script Preview or place a test call to confirm everything is working as expected!
