Link Rise-X to Zapier

• Connecting Rise-X to Zapier is an easy way to create integrations with existing softwares
• Alternatively the URI that Rise-X sends data can be changes from a Zapier Webhook to any other URI, enabling more integrations with other softwares

Video explanation

Steps to set up

Overview:

The Publish External Data Activity allows you to automatically send data from Rise-X to an external system via a webhook or API endpoint. Activities are triggered when a task in a workflow is submitted.

Steps to Set Up:

1. On Zapier create a new zap and then select the trigger to be a webhook.
1. This requires Zapier premium.
2. Copy the webhook address and save it for later.
1. e.g. “https://hooks.zapier.com/hooks/catch/123456789/qwerty/”.
3. Create a new or use an existing workflow on Rise-X.
1. This requires ecosystem orchestrator or workflow owner permission.
4. Add in a text field.
1. Either using the No-Code Builder or the Advanced Editor.
5. Navigate to the text field in the Advanced Editor.
1. Open the advanced editor then go to.
1. e.g. Steps > {step name} > {task name} > Layouts > {layout name} > {section name} > {text component name}
6. Copy the “dataPath” property value of the text component and save it for late.
1. One of the properties of the text component is the “dataPath” property.
2. Copy the value of this and save it for later.
3. e.g. copy “$.task.section.textComponent” from “dataPath”: “$.task.section.textComponent”
7. Navigate to the task that the text component is in.
1. Open the advanced editor then go to.
2. e.g. Steps > {step name} > {task name}
8. Copy the “name” property value of the task and save it for later.
1. One of the properties of the task is the “name” property.
2. Copy the value of this and save it for later.
3. e.g. “ecosystemName/workflow/entity/generated-8eb85834-78c7-4361-8604-5aa70856fed1/untitledstep__generated-5cb4512c-484f-4b59-b2bb-0223b1667c56/untitledtask__generated-cb68e3de-b9ca-4e09-8d9d-47347f8c7b12”
9. Create the Activity.
• Open the advanced editor then go to the activities group of the button on the task you want to trigger the data sending activity.
• e.g. Steps > {step name} > {task name} > Action Set > {action name} > Activities
• Add a Publish External Data Activity to the task you want to trigger the data send by hovering over “Activities” > clicking the ellipsis > “Add activity” > “Publish External Data”.
10. Set up these properties on the Publish External Data Activity.
• “publishIdentity”: {}
• “endPointUri”: Paste the Zapier webhook address.
• “httpMethod”: “POST”
• “AuthType”: “BASIC”
• “operations”:[{}]
• “sectionName”: Paste the task “name”.
• “dataMapping”: {}, {} (You can include many components in your data mapping and each goes in it’s own {})
• “fromPath”: The data path of the component.
• “toProperty”: The label that you want for this data as it gets received to Zapier.
• “updateType”: “Push”
• “targetPath”: The first part of the data path from a component in the dataMapping (e.g. if the data path is $.task.section.textComponent then you would put “$.task.section” as your targetPath value).
• “dataType”: “Object”
• “target”: 1
• “sectionName”: Paste the task “name”.
11. Example of the set up configuration for the Publish External Data Activity.
Copy

  {
  "continueOnError": false,
  "executeWhen": "AfterExecute",
  "runOnSystemEvents": [],
  "properties": {
    "publishDataDirection": "ToRelatedEntity",
    "publishIdentity": {
      "endPointUri": "https://hooks.zapier.com/hooks/catch/123456789/qwerty/",
      "httpMethod": "POST",
      "authType": "BASIC"
    },
    "operations": [
      {
        "sectionName": "ecosystemName/workflow/entity/generated-8eb85834-78c7-4361-8604-5aa70856fed1/untitledstep__generated-5cb4512c-484f-4b59-b2bb-0223b1667c56/untitledtask__generated-cb68e3de-b9ca-4e09-8d9d-47347f8c7b12",
        "dataMapping": [
          {
            "fromPath": "$.taskName.textComponent",
            "toProperty": "text data"
          },
          {
            "fromPath": "$.taskName.numberComponent",
            "toProperty": "number data"
          }
        ],
        "updateType": "Push",
        "targetPath": "$.taskName",
        "dataType": "Object",
        "excludeProperties": []
      }
    ],
    "target": 1,
    "sectionName": "ecosystemName/workflow/entity/generated-8eb85834-78c7-4361-8604-5aa70856fed1/untitledstep__generated-5cb4512c-484f-4b59-b2bb-0223b1667c56/untitledtask__generated-cb68e3de-b9ca-4e09-8d9d-47347f8c7b12"
  }
}

12. Publish the workflow.
13. Test the Integration.
• Create a new work item.
• Fill in data for the text component in the work item.
• Submit the task.
• You can now go back to Zapier and test the webhook and you should see a new entry having been sent to the webhook and inside this entry will be the value in the text component.
14. Done 🎉