Zapier is a middleware tool designed for non-technical users to connect web apps and automate tasks without any development work needed. The Stackla Zapier plugin enables Stackla customers to integrate their stack with up to 750 other best-of-breed web services and automate actions in the background.
One use-case that can be helpful for customers who are rights managing lots of content is to set up a process which sends an email whenever content rights have been approved. The example below looks at how to generate an email process within Outlook using Zapier.
- Zapier Account - Licence level depending on the volume of rights content being rights approved by the user.
- Stackla Licence - Webhooks is required.
Please log into your Zapier account and toggle to the top right-hand corner where a button labelled “Make a Zap!” is located. Click this button as it will kick off the process.
Every process within Zapier requires a ‘Trigger’ and an ‘Action’. In the case of generating an Outlook notification, we will be using the Tile_Claimed endpoint which will trigger when a tile’s rights have been requested and subsequently approved by the creator.
Traditionally, we would use the integrated ‘Tile Claim’ zap that is pre-built into Zapier, but in this case, we will be using the Zapier Webhooks ‘Catch Hook’ trigger.
To find the ‘Catch Hook’ trigger, within Zapier, you will need to search for “Webhooks” then select and click ‘Catch Hook’. The ‘Catch Hook’ endpoint will then generate a unique URL which will need to be placed within Stackla.
Within Stackla, the webhook ‘Tile Claim’ can be found in the bottom left-hand corner when you redirect via Developer and select Webhook.
Once you have navigated to the ‘Webhooks’ section of Stackla, the Tile_Claim webhook is easy to locate as it is available at the very top of the screen - select ‘Edit’ to the right of the webhook which will bring up a lightbox which will instruct you to copy in a URL. Take the URL which Zapier provided you, copy it in and then click ‘Test Connection’ - if connected, the status will change to ‘Connected’. Now save your webhook.
You can now redirect back to the Zapier set up screen, and select the ‘Ok, I did this’ button.
Once actioned, you will be re-directed to an additional set up screen which will request for a Child Key. This is an optional step but as a safeguard, to ensure content which is rights approved only sends a notification - insert the following JSON code and select continue:
Once everything is set up and you select ‘Continue’, the webhook will now connect with Stackla and begin to look for the most recent rights-approved content. When a content sample has been made available, it will be presented as ‘Hook A’, ‘Hook B’ etc - please select a hook and then select ‘Continue’ which will confirm the set up of the Zapier Trigger.
As mentioned before, Zapier is integrated with around 750 platforms and one of those is Microsoft Outlook. Connecting Zapier with Outlook requires authentication but the process is straightforward and only requires that you know the login details to an Outlook account.
Within the app search console search for ‘Outlook’:
Once the Outlook application you will be provided with number of different actions options to choose from, the action required for this process is ‘Send Email’ and press ‘Continue’.
Selecting the application will redirect you to the account authentication screen. As a side note - every application within Zapier requires some form of authentication in order to connect the accounts of the platforms being used. In the case of Outlook, by selecting ‘Connect an Account’ it will trigger an automated authentication process which will redirect you to a new tab within your browser and request you to sign in to an Outlook account - please note that the account you connect will be the sender for the automated email.
Tip: Selecting ‘Test’ will check to see if the connection is working.
After the designated Outlook account has been connected, within Zapier you will be free to set up the email template such as Send Address (incl. CC and BCC), Subject, Body Format (Text is fine unless you require visual formatting then select HTML) and attachment.
Within all the input selections, you can pull in relevant data from the tile such as the tile ID which will automate the ID that is populated into the email which can increase efficiency for finding the tile within your stack.
An example template below:
Rights have been approved for: or alternatively, click here…
Once you have filled in the template, select ‘Continue’ which will give you the opportunity to test out the process to ensure it is working. Testing your process will allow you to go back and make changes to the email template.
For any further questions or queries, please submit a request and our support team will get back to you.