zapier-platform-cli
Advanced tools
Warning - this is currently beta software! Join our beta Slack channel https://zapier-platform-slack.herokuapp.com.
Zapier is a platform for creating integrations and workflows. This CLI is your gateway to creating custom applications on the Zapier platform.
These docs are available here and the CLI docs are available here.
npm ModulesThe Zapier CLI and Platform require Node.js v4.3.2. We recommend using nvm to manage your Node.js installation.
On Mac (via homebrew):
brew install nvm
nvm install v4.3.2
nvm use v4.3.2
Welcome to the Zapier Platform! In this tutorial, we'll walk you through the process of building, testing, and pushing an examples app that talks to a fake/mock API to Zapier. We'll start with a minimal template with just the basics.
To get started, first make sure that your dev environment meets the requirements for running the the platform. Once you have the proper version of Node.js, install the Zapier CLI tool.
# install the CLI globally
npm install -g zapier-platform-cli
The CLI is the primary tool for managing your apps. With it, you can validate and test apps locally, push apps so they are available on Zapier, and view logs for debugging. To see a list of all the available commands, try zapier help.
Now that your CLI is installed - you'll need to identify yourself via the CLI.
# setup auth to Zapier's platform with a deploy key
zapier login
Now your CLI is installed and ready to go!
To begin building an app, use the init command to setup the needed structure.
# create a directory with the minimum required files
zapier init example-app
# move into the new directory
cd example-app
Inside the directory, you'll see a few files. package.json is a typical requirements file of any Node.js application. It's pre-populated with a few dependencies, most notably the zapier-platform-core, which is what makes your app work with the Zapier Platform. There is also an index.js file and a test directory (more on those later).
Before we go any further, we need to install the dependencies for our app:
npm install
index.jsRight next to package.json should be index.js, which is the entry point to your app. This is where the Platform will look for your app definition. Open it up in your editor of choice and let's take a look!
You'll see a few things in index.js:
App definition which will be interpreted by ZapierApp definition, beforeRequest & afterResponse are hooks into the HTTP clientApp definition, triggers will describe ways to trigger off of data in your appApp definition, searches will describe ways to find data in your appApp definition, creates will describe ways to create data in your appApp definition, resources are purely optional but convenient ways to describe CRUD-like objects in your appLet's start by adding a trigger. We will configure it to read data from a mocked API (in the future - your real app will use a real API, of course :-):
mkdir triggers
touch triggers/recipe.js
Note: The
triggersfolder is simply a convention - we recommend it as our tools support it. Also,recipe.jsis just an example name of a model - maybe you'll eventually make acontact.js,lead.jsororder.js.
Open triggers/recipe.js and replace it with:
const listRecipes = (z, bundle) => {
z.console.log('hello from a console log!');
const promise = z.request('http://57b20fb546b57d1100a3c405.mockapi.io/api/recipes');
return promise.then((response) => z.JSON.parse(response.content));
};
module.exports = {
key: 'recipe',
noun: 'Recipe',
display: {
label: 'New Recipe',
description: 'Trigger when a new recipe is added.'
},
operation: {
perform: listRecipes
}
};
Let's break down what is happening in this snippet!
First, look first at the function definition for listRecipes. You see that it handles the API work, making the HTTP request and returning a promise that will eventually yield a result.
It receives two arguments, a z object and a bundle object.
z.request to make the HTTP call and z.JSON to parse the response.Note about Z Object: While it is possible to accomplish the same tasks using alternate Node.js libraries, it's preferable to use the
zobject as there are features built into these utilities that augment the Zapier experience. For example, logging of HTTP calls and better handling of JSON parsing failures. Read the docs for more info.
Second, look at the second part of our snippet; the export. Essentially, we export some metadata plus our listRecipes function. We'll explain later how Zapier uses this metadata. For now, know that it satisfies the minimum info required to define a trigger.
With our trigger defined, we need to incorporate it into our app.
In index.js, edit the file to include:
// Place this at the top of index.js
const recipe = require('./triggers/recipe');
With the trigger imported, we need to register it on our app by editing the existing triggers property.
In index.js, edit the App's triggers section to include:
// Edit the App definition to register our trigger
const App = {
// ...
triggers: {
[recipe.key]: recipe // new line of code
},
// ...
};
Now, let's add a test to make sure our code is working properly.
In test/index.js, replace the file with:
const should = require('should');
const zapier = require('zapier-platform-core');
const appTester = zapier.createAppTester(require('../index'));
describe('My App', () => {
it('should load recipes', (done) => {
const triggerPointer = 'triggers.recipe';
const bundle = {};
appTester(triggerPointer, bundle)
.then(results => {
should(results.length).above(1);
const firstResult = results[0];
console.log('test result: ', firstResult)
should(firstResult.name).eql('name 1');
should(firstResult.directions).eql('directions 1');
done();
})
.catch(done);
});
});
You should be able to run the test with zapier test and see it pass:
zapier test
#
# triggers
# 200 GET http://57b20fb546b57d1100a3c405.mockapi.io/api/recipes
# ✓ should load recipes (312ms)
#
# 1 passing (312ms)
#
Let's say we want to let our users tweak the cuisine style of recipes they are triggering on. A classic way to do that with Zapier is to provide an input field a user can fill out.
In triggers/recipe.js, replace the file with:
const listRecipes = (z, bundle) => {
z.console.log('hello from a console log!');
const promise = z.request('http://57b20fb546b57d1100a3c405.mockapi.io/api/recipes', {
// NEW CODE
params: {
style: bundle.inputData.style
}
});
return promise.then((response) => JSON.parse(response.content));
};
module.exports = {
key: 'recipe',
noun: 'Recipe',
display: {
label: 'New Recipe',
description: 'Trigger when a new recipe is added.'
},
operation: {
// NEW CODE
inputFields: [
{key: 'style', type: 'string', required: false}
],
perform: listRecipes
}
};
Notice that we now include and use an input field keyed "style". We have to add it in two places:
inputFields on operation - this defines the field as exposed in the Zapier UI.listRecipes function - we use the provided style via the bundle bundle.inputData.style. Since the field is not required - it could be null!Since we are developing locally, let's tweak the test to verify everything still works.
In test/index.js, replace the file with:
const should = require('should');
const zapier = require('zapier-platform-core');
const appTester = zapier.createAppTester(require('../index'));
describe('My App', () => {
it('should load recipes', (done) => {
const triggerPointer = 'triggers.recipe';
const bundle = {
// NEW CODE
inputData: {
style: 'mediterranean'
}
};
appTester(triggerPointer, bundle)
.then(results => {
should(results.length).above(1);
const firstResult = results[0];
console.log('test result: ', firstResult)
should(firstResult.name).eql('name 1');
should(firstResult.directions).eql('directions 1');
done();
})
.catch(done);
});
});
You can run your test again and make sure everything still works:
zapier test
#
# triggers
# 200 GET http://57b20fb546b57d1100a3c405.mockapi.io/api/recipes
# ✓ should load recipes (312ms)
#
# 1 passing (312ms)
#
Looking good locally! Let's move on.
So far, everything we have done has been local, on your machine. It's been fun, but we want our app on Zapier.com so we can use it with the thousands of other integrations! To do so, we need to take our working local app and push it to Zapier.
Let's push a version of your app! You can can have many versions of an app, which simplifies making breaking changes and testing in the future. For now, we just need a single version pushed.
If this is your first time pushing your app version - we will ask you to provide a name so we can register your app - this is a one time thing!
zapier push
# Preparing to build and upload your app.
#
# Copying project to temp directory - done!
# Installing project dependencies - done!
# Applying entry point file - done!
# Validating project - done!
# Building app definition.json - done!
# Zipping project and dependencies - done!
# Cleaning up temp directory - done!
# Uploading version 1.0.0 - done!
#
# Build and upload complete! You should see it in your Zapier editor at https://testing.zapier.com/app/editor now!
Now that your app version is properly pushed, log in and visit https://testing.zapier.com/app/editor to create a Zap and check our progress.
You'll see the app listed as an available option for the first step. Selecting it, you'll see the "New Recipe" trigger. At this point, we've come full circle on the trigger definition from earlier. Remember that, as part of the metadata, we defined a display property with a label and help text. Those properties control the info you see inside the Zapier UI.
As you click through, you'll see our input field "style" appear, which you can fill out. Once you finish setting up the step and test it, Zapier will run the listReceipes function associated with the trigger, which will make the API request and return the result to Zapier. If you are curious to see what HTTP requests Zapier makes at any point, you can use the zapier logs command to find out.
zapier logs --type=http
# The logs of your app "Example App" listed below.
#
# ┌────────┬────────┬────────────────────────────────────────────────────────┬───────────────┬─────────┬──────────────────────────────────────┬───────────────────────────┐
# │ Status │ Method │ URL │ Querystring │ Version │ Step │ Timestamp │
# ├────────┼────────┼────────────────────────────────────────────────────────┼───────────────┼─────────┼──────────────────────────────────────┼───────────────────────────┤
# │ 200 │ GET │ http://57b20fb546b57d1100a3c405.mockapi.io/api/recipes │ style=italian │ 1.0.0 │ a9055e16-fc0d-4fb2-a3e6-9d442d1f70e8 │ 2016-09-13T15:11:30-05:00 │
# └────────┴────────┴────────────────────────────────────────────────────────┴───────────────┴─────────┴──────────────────────────────────────┴───────────────────────────┘
# Most recent logs near the bottom.
Good work, we've built a trigger locally and pushed it to Zapier.
Up to this point we've ignored something that is usually crucial to APIs: authentication. Zapier supports a number of different authentication schemes. For our app, we are going to set it up to include an API Key in a header.
The first thing we need to do is define the authentication section on the app.
In index.js, edit App to include:
const App = {
// ...
authentication: {
type: 'custom',
fields: [
{key: 'apiKey', type: 'string'}
],
test: (z, bundle) => {
const promise = z.request('http://57b20fb546b57d1100a3c405.mockapi.io/api/me');
return promise.then((response) => {
if (response.status !== 200) {
throw new Error('Invalid API Key');
}
});
}
},
// ...
};
In the above snippet, we define the two required properties of authentication:
fields is where we define our auth fields. This works similar to the inputFields of triggers. When users connect their account to Zapier, they'll be prompted to fill in this field, and the value they enter becomes available in the bundle.test is a function used during the account connection process to verify that the user entered valid credentials. The goal of the function is to make an authenticated API request whose response indicates if the credentials are correct. If valid, the test function can return anything. On invalid credentials, the test needs to raise an error.With that setup, we now need to make sure that our API key is included in all the requests our app makes.
In index.js, edit the file to include:
// Add this helper function above the App definition
const addApiKeyToHeader = (request, z, bundle) => {
request.headers['MY-AUTH-HEADER'] = bundle.authData.apiKey;
return request;
};
// const App = ...
Above we define a helper function, addApiKeyToHeader, that puts the user-provided API key in a request header called MY-AUTH-HEADER. The name chosen is illustrative, it can be whatever the API you are integrating with requires. Alternatively, you could put it in a query parameter instead of a header, and/or encoded it first.
To make our helper function take effect, we need to register it on our app.
In index.js, edit App to include:
const App = {
// ...
beforeRequest: [
addApiKeyToHeader // new line of code
],
// ...
};
beforeRequest is a list of functions that are called before every HTTP request, letting you add headers, query params, etc. to all outbound requests. In our case, every HTTP request will now have the API key added in a header.
To check our progress, we need to re-push our app.
zapier push
Go back to your Zap at https://testing.zapier.com. You'll see a new 'Connect Account' item in your 'New Recipe' trigger. Add an account for our app (enter any value you like for the API key, the mock API does not care).
As soon as you add the account, Zapier will run our app's authentication.test function to confirm the credentials are valid.
We can verify the header is present in the request by looking at the logs again.
zapier logs --type=http --detailed --limit=1
# The logs of your app "Example App" listed below.
#
# ┌─────────────────────┬────────────────────────────────────────────────────────────────────────────────────────┐
# │ Status │ 200 │
# │ Method │ GET │
# │ URL │ http://57b20fb546b57d1100a3c405.mockapi.io/api/me │
# │ Querystring │ │
# │ Version │ 1.0.0 │
# │ Step │ │
# │ Timestamp │ 2016-09-16T15:57:51-05:00 │
# │ Request Headers │ user-agent: Zapier │
# │ │ MY-AUTH-HEADER: :censored:6:b1af149262: │
# │ Request Body │ │
# │ Response Headers │ server: Cowboy │
# │ │ connection: close │
# │ │ x-powered-by: Express │
# │ │ access-control-allow-origin: * │
# │ │ access-control-allow-methods: GET,PUT,POST,DELETE,OPTIONS │
# │ │ access-control-allow-headers: X-Requested-With,Content-Type,Cache-Control,access_token │
# │ │ content-type: application/json │
# │ │ content-length: 59 │
# │ │ etag: "-80491811" │
# │ │ vary: Accept-Encoding │
# │ │ date: Fri, 16 Sep 2016 20:57:51 GMT │
# │ │ via: 1.1 vegur │
# │ Response Body │ [{"id":"1","createdAt":1473801403,"userName":"userName 1"}] │
# └─────────────────────┴────────────────────────────────────────────────────────────────────────────────────────┘
You can see from the detailed log that the request included our auth header. The value appears as :censored:6:b1af149262:, which is intentional. Zapier does not log authentincation credentials in plain text.
With that, we've successfully added authentication to our app!
Congrats, you've completed the tutorial! At this point we recommend reading up on the Z Object and Bundle Object to get a better idea of what is possible within the perform functions. You can also check out the other example apps to see how to incorporate different authentication schemes into your app and how to implement things like searches and creates.
Be sure to check the Requirements before you start! Also, we recommend the Tutorial for a more thorough introduction.
First up is installing the CLI and setting up your auth to create a working "Zapier Example" application. It will be private to you and visible in your live Zap editor.
# install the CLI globally
npm install -g zapier-platform-cli
# setup auth to Zapier's platform with a deploy key
zapier login
Your Zapier CLI should be installed and ready to go at this point. Next up, we'll create our first app!
# create a directory with the minimum required files
zapier init example-app
# move into the new directory
cd example-app
# install all the libraries needed for your app
npm install
Note: there are plenty of templates & example apps to choose from! View all Example Apps here.
You should now have a working local app. You can run several local commands to try it out.
# run the local tests
# the same as npm test
zapier test
Next, you'll probably want to upload app to Zapier itself so you can start testing live.
# push your app to Zapier
zapier push
Go check out our full CLI reference documentation to see all the other commands!
Tip: check the Quickstart if this is your first time using the platform!
Creating an App can be done entirely locally and they are fairly simple Node.js apps using the standard Node environment and should be completely testable. However, a local app stays local until you zapier register.
# make your folder
mkdir zapier-example
cd zapier-example
# create the needed files from a template
zapier init . --template=trigger
# install all the libraries needed for your app
npm install
If you'd like to manage your local App, use these commands:
zapier init . --template=resource - initialize/start a local app projectzapier convert 1234 . - initialize/start from an existing app (alpha)zapier scaffold resource Contact - auto-injects a new resource, trigger, etc.zapier test - run the same tests as npm testzapier validate - ensure your app is validzapier describe - print some helpful information about your appIn your app's folder, you should see this general recommended structure. The index.js is Zapier's entry point to your app. Zapier expects you to export an App definition there.
$ tree .
.
├── README.md
├── index.js
├── package.json
├── triggers
│ └── contact-by-tag.js
├── resources
│ └── Contact.js
├── test
│ ├── basic.js
│ ├── triggers.js
│ └── resources.js
├── build
│ └── build.zip
└── node_modules
├── ...
└── ...
The core definition of your App will look something like this, and is what your index.js should provide as the only export:
const App = {
// both version strings are required
version: require('./package.json').version,
platformVersion: require('zapier-platform-core').version,
// see "Authentication" section below
authentication: {
},
// see "Dehydration" section below
hydrators: {
},
// see "Making HTTP Requests" section below
requestTemplate: {
},
beforeRequest: [
],
afterResponse: [
],
// See "Resources" section below
resources: {
},
// See "Triggers/Searches/Creates" section below
triggers: {
},
searches: {
},
creates: {
}
};
module.export = App;
Tip: you can use higher order functions to create any part of your App definition!
Registering your App with Zapier is a necessary first step which only enables basic administrative functions. It should happen before zapier push which is to used to actually expose an App Version in the Zapier interface and editor.
# register your app
zapier register "Zapier Example"
# list your apps
zapier apps
Note: this doesn't put your app in the editor - see the docs on pushing an App Version to do that!
If you'd like to manage your App, use these commands:
zapier apps - list the apps in Zapier you can administerzapier register "Name" - creates a new app in Zapierzapier link - lists and links a selected app in Zapier to your current folderzapier history - print the history of your appzapier collaborate [user@example.com] - add admins to your app who can pushzapier invite [user@example.com] - add users to try your app before promotionAn App Version is related to a specific App but is an "immutable" implementation of your app. This makes it easy to run multiple versions for multiple users concurrently. By default, every App Version is private but you can zapier promote it to production for use by over 1 million Zapier users.
# push your app version to Zapier
zapier push
# list your versions
zapier versions
If you'd like to manage your Version, use these commands:
zapier versions - list the versions for the current directory's appzapier push - push the current version the of current directory's app & version (read from package.json)zapier promote [1.0.0] - mark a version as the "production" versionzapier migrate [1.0.0] [1.0.1] [100%] - move users between versions, regardless of deployment statuszapier deprecate [1.0.0] [YYYY-MM-DD] - mark a version as deprecated, but let users continue to use it (we'll email them)zapier env 1.0.0 [KEY] [value] - set an environment variable to some valueA simple zapier push will only create the App Version in your editor. No one else using Zapier can see it or use it.
This is how you would share your app with friends, co-workers or clients. This is perfect for quality assurance, testing with active users or just sharing any app you like.
# sends an email this user to let them view the app in the UI privately
zapier invite user@example.com
# sends an email this user to let them admin the app (make changes just like you)
zapier collaborate user@example.com
You can also invite anyone on the internet to your app by observing the URL at the bottom of zapier invite, it should look something like https://zapier.com/platform/public-invite/1/222dcd03aed943a8676dc80e2427a40d/. You can put this in your help docs, post it to Twitter, add it to your email campaign, etc.
Promotion is how you would share your app with every one of the 1 million+ Zapier users. If this is your first time promoting - you may have to wait for the Zapier team to review and approve your app.
If this isn't the first time you've promoted your app - you might have users on older versions. You can zapier migrate to either move users over (which can be dangerous if you have breaking changes). Or, you can zapier deprecate to give users some time to move over themselves.
# promote your app version to all Zapier users
zapier promote 1.0.1
# OPTIONAL - migrate your users between one app version to another
zapier migrate 1.0.0 1.0.1
# OR - mark the old version as deprecated
zapier deprecate 1.0.0 2017-01-01
Warning! This is in a very alpha state - the immediate goal is to provide some basic structure to match an existing application. It will not even get close to a working copy of your existing app (yet).
If you have an existing application (nominally named "V2") on https://zapier.com/developer/builder/ you can use it as a template to kickstart your local application.
# the 1234 is from the URL in https://zapier.com/developer/builder/
zapier convert 1234 .
You app will be created and you can continue working on it.
Note - there is no way to convert a CLI app to a V2 app and we do not plan on implementing this.
Most applications require some sort of authentication - and Zapier provides a handful of methods for helping your users authenticate with your application. Zapier will provide some of the core behaviors, but you'll likely need to handle the rest.
Hint: You can access the data tied to your authentication via the
bundle.authDataproperty in any method called in your app.
Useful if your app requires two pieces of information to authentication: username and password which only the end user can provide. By default, Zapier will do the standard Basic authentication base64 header encoding for you (via an automatically registered middleware).
Note: if you do the common API Key pattern like
Authorization: Basic APIKEYHERE:xyou should look at the "Custom" authentication method instead.
const authentication = {
type: 'basic',
// "test" could also be a function
test: {
url: 'https://example.com/api/accounts/me.json'
}
// you can provide additional fields, but we'll provide `username`/`password` automatically
};
const App = {
// ...
authentication: authentication,
// ...
};
This is what most "API Key" driven apps should default to using. You'll likely provide some some custom beforeRequest middleware or a requestTemplate to complete the authentication by adding/computing needed headers.
const authentication = {
type: 'custom',
// "test" could also be a function
test: {
url: 'https://{{bundle.authData.subdomain}}.example.com/api/accounts/me.json'
},
fields: [
{key: 'subdomain', type: 'string', required: true, helpText: 'Found in your browsers address bar after logging in.'},
{key: 'api_key', type: 'string', required: true, helpText: 'Found on your settings page.'}
]
};
const addApiKeyToHeader = (request, z, bundle) => {
request.headers['X-Subdomain'] = bundle.authData.subdomain;
const basicHash = Buffer(`${bundle.authData.api_key}:x`).toString('base64');
request.headers.Authorization = `Basic ${basicHash}`;
return request;
};
const App = {
// ...
authentication: authentication,
beforeRequest: [
addApiKeyToHeader,
],
// ...
};
Very similar to the "Basic" authentication method above, but uses digest authentication instead of Basic authentication.
const authentication = {
type: 'digest',
// "test" could also be a function
test: {
url: 'https://example.com/api/accounts/me.json'
}
// you can provide additional fields, but Zapier will provide `username`/`password` automatically
};
const App = {
// ...
authentication: authentication,
// ...
};
Probably the most "powerful" mechanism for authentication - it gives you the ability to exchange some user provided data for some authentication data (IE: username & password for a session key).
const getSessionKey = (z, bundle) => {
const promise = z.request({
method: 'POST',
url: 'https://example.com/api/accounts/login.json',
body: {
username: bundle.authData.username,
password: bundle.authData.password,
}
});
return promise.then((response) => {
if (response.status === 401) {
throw new Error('The username/password you supplied is invalid');
}
return {
sessionKey: JSON.parse(response.content).sessionKey
};
});
};
const authentication = {
type: 'custom',
// "test" could also be a function
test: {
url: 'https://example.com/api/accounts/me.json'
},
fields: [
{key: 'username', type: 'string', required: true, helpText: 'Your login username.'},
{key: 'password', type: 'string', required: true, helpText: 'Your login password.'}
],
sessionConfig: {
perform: getSessionKey
}
};
const includeSessionKeyHeader = (request, z, bundle) => {
if (bundle.authData.sessionKey) {
request.headers = request.headers || {};
request.headers['X-Session-Key'] = bundle.authData.sessionKey;
}
return request;
};
const sessionRefreshIf401 = (response, z, bundle) => {
if (bundle.authData.sessionKey) {
if (response.status === 401) {
throw new z.errors.RefreshAuthError(); // ask for a refresh & retry
}
}
return response;
};
const App = {
// ...
authentication: authentication,
beforeRequest: [
includeSessionKeyHeader
],
afterResponse: [
sessionRefreshIf401
],
// ...
};
Zapier will handle most of the logic around the 3 step OAuth flow, but you'll be required to define how the steps work on your own. You'll also likely want to set your CLIENT_ID and CLIENT_SECRET as environment variables:
# setting the environment variables on Zapier.com
$ zapier env 1.0.0 CLIENT_ID 1234
$ zapier env 1.0.0 CLIENT_SECRET abcd
# and when running tests locally, don't forget to define them!
$ CLIENT_ID=1234 CLIENT_SECRET=abcd zapier test
Your auth definition would look something like this:
const authentication = {
type: 'oauth2',
test: {
url: 'https://example.com/api/accounts/me.json'
},
// you can provide additional fields for inclusion in authData
oauth2Config: {
// "authorizeUrl" could also be a function returning a string url
authorizeUrl: {
method: 'GET',
url: 'https://example.com/api/oauth2/authorize',
params: {
client_id: '{{process.env.CLIENT_ID}}',
state: '{{bundle.inputData.state}}',
redirect_uri: '{{bundle.inputData.redirect_uri}}',
response_type: 'code'
}
},
// Zapier expects a response providing {access_token: 'abcd'}
// "getAccessToken" could also be a function returning an object
getAccessToken: {
method: 'POST',
url: 'https://example.com/api/v2/oauth2/token',
body: {
code: '{{bundle.inputData.code}}',
client_id: '{{process.env.CLIENT_ID}}',
client_secret: '{{process.env.CLIENT_SECRET}}',
redirect_uri: '{{bundle.inputData.redirect_uri}}',
grant_type: 'authorization_code'
},
headers: {
'Content-Type': 'application/x-www-form-urlencoded'
}
}
}
};
const addBearerHeader = (request, z, bundle) => {
request.headers.Authorization = `Bearer ${bundle.authData.access_token}`;
return request;
};
const App = {
// ...
authentication: authentication,
beforeRequest: [
addBearerHeader,
]
// ...
};
A resource is a representation (as a JavaScript object) of one of the REST resources of your API. Say you have a /recipes
endpoint for working with recipes; you can define a recipe resource in your app that will tell Zapier how to do create,
read, and search operations on that resource.
const Recipe = {
// `key` is the unique identifier the Zapier backend references
key: 'recipe',
// `noun` is the user-friendly name displayed in the Zapier UI
noun: 'Recipe',
// `list` and `create` are just a couple of the methods you can define
list: {
//...
},
create: {
//...
}
};
The quickest way to create a resource is with the zapier scaffold command:
zapier scaffold resource "Recipe"
This will generate the resource file and add the necessary statements to the index.js file to import it.
A resource has a few basic properties. The first is the key, which allows Zapier to identify the resource on our backend.
The second is the noun, the user-friendly name of the resource that is presented to users throughout the Zapier UI.
After those, there is a set of optional properties that tell Zapier what methods can be performed on the resource. The complete list of available methods can be found in the Resource Schema Docs. For now, let's focus on two:
list - Tells Zapier how to fetch a set of this resource. This becomes a Trigger in the Zapier Editor.create - Tells Zapier how to create a new instance of the resource. This becomes an Action in the Zapier Editor.Here is a complete example of what the list method might look like
const listRecipesRequest = {
url: 'http://example.com/recipes'
};
const Recipe = {
//...
list: {
display: {
label: 'New Recipe',
description: 'Triggers when a new recipe is added.'
},
operation: {
perform: listRecipesRequest
}
}
};
The method is made up of two properties, a display and an operation. The display property (schema) holds the info needed to present the method as an available Trigger in the Zapier Editor. The operation (schema) provides the implementation to make the API call.
Adding a create method looks very similar.
const createRecipeRequest = {
url: 'http://example.com/recipes',
method: 'POST',
body: {
name: 'Baked Falafel',
style: 'mediterranean'
}
};
const Recipe = {
//...
list: {
//...
},
create: {
display: {
label: 'Add Recipe',
description: 'Adds a new recipe to our cookbook.'
},
operation: {
perform: createRecipeRequest
}
}
};
Every method you define on a resource Zapier converts to the appropriate Trigger, Create, or Search. Our examples
above would result in an app with a New Recipe Trigger and an Add Recipe Create.
Triggers, Searches, and Creates are the way an app defines what it is able to do. Triggers read data into Zapier (i.e. watch for new recipes). Searches locate individual records (find recipe by title). Creates create new records in your system (add a recipe to the catalog).
The definition for each of these follows the same structure. Here is an example of a trigger:
const recipeListRequest = {
url: 'http://example.com/recipes',
};
const App = {
//...
triggers: {
new_recipe: {
key: 'new_recipe', // uniquely identifies the trigger
noun: 'Recipe', // user-friendly word that is used to refer to the resource
// `display` controls the presentation in the Zapier Editor
display: {
label: 'New Recipe',
helpText: 'Triggers when a new recipe is added.'
},
// `operation` implements the API call used to fetch the data
operation: {
perform: recipeListRequest
}
},
another_trigger: {
// Another trigger definition...
}
}
};
You can find more details on the definition for each by looking at the Trigger Schema, Search Schema, and Create Schema.
We provide several methods off of the z object, which is provided as the first argument to all function calls in your app.
The
zobject is passed into your functions as the first argument - IE:perform: (z) => {}.
z.request([url], options)z.request([url], options) is a promise based HTTP client with some Zapier-specific goodies. See Making HTTP Requests.
z.console(message)z.console(message) is a logging console, similar to Node.js console but logs remotely, as well as to stdout in tests. See Log Statements
z.dehydrate(methodOrFunc, inputData)z.dehydrate(methodOrFunc, inputData) is used to lazily evaluate a function, perfect to avoid API calls during polling or for reuse. See Dehydration.
z.stashFile(bufferStringStream, [knownLength], [filename])z.stashFile(bufferStringStream, [knownLength], [filename]) is a promise based file stasher that returns a URL file pointer. See Stashing Files.
z.JSONz.JSON is similar to the JSON built-in like z.JSON.parse('...'), but catches errors and produces nicer tracebacks.
z.hash()z.hash() is a crypto tool for doing things like z.hash('sha256', 'my password')
z.errorsz.errors is a collection error classes that you can throw in your code, like throw new z.errors.HaltedError('...')
This object holds the user's auth details and the data to for the API requests.
The
bundleobject is passed into your functions as the second argument - IE:perform: (z, bundle) => {}.
bundle.authDatabundle.authData is user-provided authentication data, like api_key or access_token. Read more on authentication.
bundle.inputDatabundle.inputData is user-provided data for this particular run of the trigger/search/create, as defined by the inputFields. For example:
{
createdBy: 'Bobby Flay'
style: 'mediterranean'
}
bundle.inputDataRawbundle.inputDataRaw is kind of like inputData, but before rendering {{curlies}}:
{
createdBy: '{{chef_name}}'
style: '{{style}}'
}
Apps can define environment variables that are available when the app's code executes. They work just like environment variables defined on the command line. They are useful when you have data like an OAuth client ID and secret that you don't want to commit to source control. Environment variables can also be used as a quick way to toggle between a a staging and production environment during app development.
It is important to note that variables are defined on a per-version basis! When you push a new version, the existing variables from the previous version are copied, so you don't have to manually add them. However, edits made to one version's environment will not affect the other versions.
To define an environment variable, use the env command:
# Will set the environment variable on Zapier.com
zapier env 1.0.0 MY_SECRET_VALUE 1234
You will likely also want to set the value locally for testing.
export MY_SECRET_VALUE=1234
To view existing environment variables, use the env command.
# Will print a table listing the variables for this version
zapier env 1.0.0
Within your app, you can access the environment via the standard process.env - any values set via local export or zapier env will be there.
For example, you can access the process.env in your perform functions:
const listExample = (z, bundle) => {
const httpOptions = {
headers: {
'my-header': process.env.MY_SECRET_VALUE
}
};
return z.request('http://example.com/api/v2/recipes.json', httpOptions);
};
const App = {
// ...
triggers: {
example: {
// ...
operation: {
// ...
perform: listExample
}
}
}
};
There are two primary ways to make HTTP requests in the Zapier platform:
z.request([url], options) to make the requests and control the response.There are also a few helper constructs you can use to reduce boilerplate:
requestTemplate which is an shorthand HTTP request that will be merged with every request.beforeRequest middleware which is an array of functions to mutate a request before it is sent.afterResponse middleware which is an array of functions to mutate a response before it is completed.Note: you can install any HTTP client you like - but this is greatly discouraged as you lose automatic HTTP logging and middleware.
For simple HTTP requests that do not require special pre or post processing, you can specify the HTTP options as an object literal in your app definition.
This features:
{{curly}} replacement.const triggerShorthandRequest = {
method: 'GET',
url: 'http://{{bundle.authData.subdomain}}.example.com/v2/api/recipes.json',
params: {
sort_by: 'id',
sort_order: 'DESC'
}
};
const App = {
// ...
triggers: {
example: {
// ...
operation: {
// ...
perform: triggerShorthandRequest
}
}
}
};
In the url above, {{bundle.authData.subdomain}} is automatically replaced with the live value from the bundle. If the call returns a non 2xx return code, an error is automatically raised. The response body is automatically parsed as JSON and returned.
An error will be raised if the response is not valid JSON, so do not use shorthand HTTP requests with non-JSON responses.
When you need to do custom processing of the response, or need to process non-JSON responses, you can make manual HTTP requests. This approach does not perform any magic - no status code checking, no automatic JSON parsing. Use this method when you need more control. Manual requests do perform lazy {{curly}} replacement.
To make a manual HTTP request, use the request method of the z object:
const listExample = (z, bundle) => {
const customHttpOptions = {
headers: {
'my-header': 'from zapier'
}
};
return z.request('http://example.com/api/v2/recipes.json', customHttpOptions)
.then(response => {
if (response.status >= 300) {
throw new Error(`Unexpected status code ${response.status}`);
}
const recipes = JSON.parse(response.content);
// do any custom processing of recipes here...
return recipes;
});
};
const App = {
// ...
triggers: {
example: {
// ...
operation: {
// ...
perform: listExample
}
}
}
};
To POST or PUT data to your API you can do this:
const App = {
// ...
triggers: {
example: {
// ...
operation: {
// ...
perform: (z, bundle) => {
const recipe = {
name: 'Baked Falafel',
style: 'mediterranean',
directions: 'Get some dough....'
};
const options = {
method: 'POST',
body: JSON.stringify(recipe)
};
return z.request('http://example.com/api/v2/recipes.json', options)
.then(response => {
if (response.status !== 201) {
throw new Error(`Unexpected status code ${response.status}`);
}
});
}
}
}
}
};
Note: you need to call
z.JSON.stringify()before setting thebody.
If you need to process all HTTP requests in a certain way, you may be able to use one of utility HTTP middleware functions, by putting them in your app definition:
const addHeader = (request) => {
request.headers['my-header'] = 'from zapier';
return request;
};
const mustBe200 = (response) => {
if (response.status !== 200) {
throw new Error(`Unexpected status code ${response.status}`);
}
return response;
};
const autoParseJson = (response) => {
response.json = JSON.parse(response.content);
return response;
};
const App = {
// ...
beforeRequest: [
addHeader,
],
afterRequest: [
mustBe200,
autoParseJson,
]
// ...
};
A beforeRequest middleware function takes a request options object, and returns a (possibly mutated) request object. An afterResponse middleware function takes a response object, and returns a (possibly mutated) response object. Middleware functions are executed in the order specified in the app definition, and each subsequent middleware receives the request or response object returned by the previous middleware.
Middleware functions can be asynchronous - just return a promise from the middleware function.
Shorthand requests and manual z.request([url], options) calls support the following HTTP options:
url: HTTP url, you can provide it both z.request(url, options) or z.request({url: url, ...}).method: HTTP method, default is GET.headers: request headers object, format {'header-key': 'header-value'}.params: URL query params object, format {'query-key': 'query-value'}.body: request body, can be a string, buffer, or readable stream. Default is null.json: shortcut object/array/etc. you want to JSON encode into body. Default is null.form: shortcut object. you want to form encode into body. Default is null.raw: set this to stream the response instead of consuming it immediately. Default is false.redirect: set to manual to extract redirect headers, error to reject redirect, default is follow.follow: maximum redirect count, set to 0 to not follow redirects. default is 20.compress: support gzip/deflate content encoding. Set to false to disable. Default is true.agent: Node.js http.Agent instance, allows custom proxy, certificate etc. Default is null.timeout: request / response timeout in ms. Set to 0 to disable (OS limit still applies), timeout reset on redirect. Default is 0 (disabled).size: maximum response body size in bytes. Set to 0`` to disable. Default is 0` (disabled).z.request({
url: 'http://example.com',
method: 'POST',
headers: {
'Content-Type': 'application/json'
},
// only provide body, json or form...
body: '{"hello":"world"}', // or 'hello=world'
json: {hello: 'world'},
form: {hello: 'world'},
// access node-fetch style response.body
raw: false,
redirect: 'follow',
follow: 20,
compress: true,
agent: null,
timeout: 0,
size: 0,
})
The response object returned by z.request([url], options) supports the following fields and methods:
status: The response status code, i.e. 200, 404, etc.content: The response content as a String. For Buffer, try options.raw = true.json: The response content as an object (or undefined). If options.raw = true - is a promise.body: A stream available only if you provide options.raw = true.headers: Response headers object. The header keys are all lower case.getHeader(key): Retrieve response header, case insensitive: response.getHeader('My-Header')throwForStatus(): Throw error if final response.status > 300. Will throw z.error.RefreshAuthError if 401.request: The original request options object (see above).z.request({
// ..
}).then((response) => {
response.status;
response.headers['Content-Type'];
response.getHeader('content-type');
response.request; // original request options
response.throwForStatus();
// if options.raw === false (default)...
JSON.parse(response.content);
response.json;
// if options.raw === true...
response.buffer().then(buf => buf.toString());
response.text().then(content => content);
response.json().then(json => json);
response.body.pipe(otherStream);
});
Dehydration, and it's counterpart Hydration, is a tool that can lazily load data that might be otherwise expensive to retrieve aggressively.
z.dehydrate(methodOrFunc, inputData)This is very common when Stashing Files - but that isn't their only use!
The interface z.dehydrate(methodOrFunc, inputData) has two required arguments:
methodOrFunc - this can either be a string method of something that can be found in the root hydrators mapping, or any raw function that be found anywhere in your app definitioninputData - this is an object that contains things like a path or id - whatever you need to load data on the other sideThis example that pulls in extra data for a movie:
const getExtraDataFunction = (z, bundle) => {
const url = `http://example.com/movies/${bundle.inputData.id}.json`;
return z.request(url)
.then(res => z.JSON.parse(res.content));
};
const movieList = (z, bundle) => {
return z.request('http://example.com/movies.json')
.then(res => z.JSON.parse(res.content))
.then(results => {
return results.map(result => {
// so maybe /movies.json is thin content but
// /movies/:id.json has more details we want...
result.moreData = z.dehydrate('getExtraData', {
id: result.id
});
return result;
});
});
};
const App = {
version: require('./package.json').version,
platformVersion: require('zapier-platform-core').version,
// don't forget to register hydrators here!
hydrators: {
getExtraData: getExtraDataFunction
},
triggers: {
new_movie: {
noun: 'Movie',
display: {
label: 'New Movie',
helpText: 'Triggers when a new Movie is added.'
},
operation: {
perform: movieList
}
}
}
};
module.exports = App;
And in future steps of the Zap - if Zapier encounters a pointer as returned by z.dehydrate(methodOrFunc, inputData) - Zapier will tie it back to your app and pull in the data lazily.
Wait, but why? Isn't it just easier to load the data immediately? In some cases it can - but imagine an API that returns 100 records when polling - doing 100x
GET /id.jsonaggressive inline HTTP calls when 99% of the time Zapier doesn't need the data yet is wasteful.
It can be expensive to download and stream files or they can require complex handshakes to authorize downloads - so we provide a helpful stash routine that will take any String, Buffer or Stream and return a URL file pointer suitable for returning from triggers, searches, creates, etc.
The interface z.stashFile(bufferStringStream, [knownLength], [filename]) takes a single required argument - the extra two arguments will be automatically populated in most cases. For example - a full example is this:
const content = 'Hello world!';
z.stashFile(content, content.length, 'hello.txt')
.then(url => z.console.log(url));
// https://zapier-dev-files.s3.amazonaws.com/cli-platform/f75e2819-05e2-41d0-b70e-9f8272f9eebf
Most likely you'd want to stream from another URL - note the usage of z.request({raw: true}):
const fileRequest = z.request({url: 'http://example.com/file.pdf', raw: true});
z.stashFile(fileRequest) // knownLength and filename will be sniffed from the request
.then(url => z.console.log(url));
// https://zapier-dev-files.s3.amazonaws.com/cli-platform/74bc623c-d94d-4cac-81f1-f71d7d517bc7
Note: you should only be using
z.stashFile()in a hydration method - otherwise it can be very expensive to stash dozens of files in a polling call - for example!
See a full example with dehydration/hydration wired in correctly:
const stashPDFfunction = (z, bundle) => {
// use standard auth to request the file
const filePromise = z.request({
url: bundle.inputData.downloadUrl,
raw: true
});
// and swap it for a stashed URL
return z.stashFile(filePromise);
};
const pdfList = (z, bundle) => {
return z.request('http://example.com/pdfs.json')
.then(res => z.JSON.parse(res.content))
.then(results => {
return results.map(result => {
// lazily convert a secret_download_url to a stashed url
// zapier won't do this until we need it
result.file = z.dehydrate('stashPDF', {
downloadUrl: result.secret_download_url
});
delete result.secret_download_url;
return result;
});
});
};
const App = {
version: require('./package.json').version,
platformVersion: require('zapier-platform-core').version,
hydrators: {
stashPDF: stashPDFfunction
},
triggers: {
new_pdf: {
noun: 'PDF',
display: {
label: 'New PDF',
helpText: 'Triggers when a new PDF is added.'
},
operation: {
perform: pdfList
}
}
}
};
module.exports = App;
There are two types of logs for a Zapier app, console logs and HTTP logs. The console logs are created by your app through the use of the z.console method (see below for details). The HTTP logs are created automatically by Zapier whenever your app makes HTTP requests (as long as you use z.request([url], options) or shorthand request objects).
To view the logs for your application, use the zapier logs command. There are two types of logs, http (logged automatically by Zapier on HTTP requests) and console (manual logs via z.console.log() statements).
For advanced logging options including only displaying the logs for a certain user or app version, look at the help for the logs command:
zapier help logs
To manually print a log statement in your code, use z.console:
z.console.log('Here are the input fields', bundle.inputData);
The z.console object has all the same methods and works just like the Node.js Console class - the only difference is we'll log to our distributed datastore and you can view them via zapier logs (more below).
To see your z.console logs, do:
zapier logs --type=console
If you are using the z.request() shortcut that we provide - HTTP logging is handled automatically for you. For example:
z.request('http://57b20fb546b57d1100a3c405.mockapi.io/api/recipes')
.then((res) => {
// do whatever you like, this request is already getting logged! :-D
return res;
})
To see the HTTP logs, do:
zapier logs --type=http
To see detailed http logs including headers, request and response bodies, etc, do:
zapier logs --type=http --detailed
You can write unit tests for your Zapier app that run locally, outside of the zapier editor. You can run these tests in a CI tool like Travis.
We recommend using the Mocha testing framework. After running
zapier init you should find an example test to start from in the test directory.
// we use should assertions
const should = require('should');
const zapier = require('zapier-platform-core');
// createAppTester() makes it easier to test your app. It takes your
// raw app definition, and returns a function that will test you app.
const appTester = zapier.createAppTester(require('../index'));
describe('triggers', () => {
describe('new recipe trigger', () => {
it('should load recipes', (done) => {
// This is what Zapier will send to your app as input.
// It contains trigger options the user choice in their zap.
const bundle = {
inputData: {
style: 'mediterranean'
}
};
// Pass appTester the path to the trigger you want to call,
// and the input bundle. appTester returns a promise for results.
appTester('triggers.recipe', bundle)
.then(results => {
// Make assertions
results.length.should.eql(10);
const firstRecipe = results[0];
firstRecipe.name.should.eql('Baked Falafel');
done();
})
.catch(done);
});
});
});
To run all your tests do:
zapier test
You can also go direct with
npm testornode_modules/mocha/bin/mocha.
These work much like normal environment variables - for example:
CLIENT_ID=1234 CLIENT_SECRET=abcd zapier test
Or, export them explictly and place them into the environment:
export CLIENT_ID=1234
export CLIENT_SECRET=abcd
zapier test
When running a unit test via zapier test, z.console statements and detailed HTTP logs print to stdout:
zapier test
Sometimes you don't want that much logging, for example in a CI test. To suppress the detailed HTTP logs do:
zapier test --quiet
To also suppress the HTTP summary logs do:
zapier test --very-quiet
Behind the scenes zapier test doing pretty standard npm test with mocha as the backend.
This makes it pretty straightforward to integrate into your testing interface. If you'd like to test with Travis CI for example - the .travis.yml would look something like this:
language: node_js
node_js:
- "4.3.2"
before_script: npm install -g zapier-platform-cli
script: CLIENT_ID=1234 CLIENT_SECRET=abcd zapier test
But you can substitute zapier test with npm test, or a direct call to node_modules/mocha/bin/mocha. Also, we generally recommend putting the environment variables into whatever configuration screen Jenkins or Travis provides!
npm ModulesUse npm modules just like you would use them in any other node app, for example:
npm install --save jwt
And then package.json will be updated, and you can use them like anything else:
const jwt = require('jwt');
During the zapier build or zapier push step - we'll copy all your code to /tmp folder and do a fresh re-install of modules.
Note: If your package isn't being pushed correctly (IE: you get "Error: Cannot find module 'whatever'" in production), try adding the
--disable-dependency-detectionflag tozapier push.
Warning: do not use compiled libraries unless you run your build on the AWS AMI
ami-6869aa05.
We do not yet support transpilers out of the box, but if you would like to use babel or similar, we recommend creating a custom wrapper on zapier push like this in your package.json:
{
"scripts": {
"zapier-dev": "babel src --out-dir lib --watch",
"zapier-push": "babel src --out-dir lib && zapier push"
}
}
And then you can have your fancy ES7 code in src/* and a root index.js like this:
module.exports = require('./lib');
And work with commands like this:
# watch and recompile
npm run zapier-dev
# tests should work fine
zapier test
# every build ensures a fresh build
npm run zapier-push
There are a lot of details left out - check out the full example app at https://github.com/zapier/zapier-platform-example-app-babel for a working setup.
Check out the following example applications to help you get started:
https://github.com/zapier/zapier-platform-example-app-resource - zapier init . --template=resource
https://github.com/zapier/zapier-platform-example-app-trigger - zapier init . --template=trigger
https://github.com/zapier/zapier-platform-example-app-search - zapier init . --template=search
https://github.com/zapier/zapier-platform-example-app-create - zapier init . --template=create
https://github.com/zapier/zapier-platform-example-app-middleware - zapier init . --template=middleware
https://github.com/zapier/zapier-platform-example-app-basic-auth - zapier init . --template=basic-auth
https://github.com/zapier/zapier-platform-example-app-custom-auth - zapier init . --template=custom-auth
https://github.com/zapier/zapier-platform-example-app-oauth2 - zapier init . --template=oauth2
https://github.com/zapier/zapier-platform-example-app-session-auth - zapier init . --template=session-auth
https://github.com/zapier/zapier-platform-example-app-babel - zapier init . --template=babel
You can get help by either emailing partners@zapier.com or by joining our beta Slack channel https://zapier-platform-slack.herokuapp.com.
FAQs
The CLI for managing integrations in Zapier Developer Platform.
The npm package zapier-platform-cli receives a total of 8,646 weekly downloads. As such, zapier-platform-cli popularity was classified as popular.
We found that zapier-platform-cli demonstrated a healthy version release cadence and project activity because the last version was released less than a year ago. It has 0 open source maintainers collaborating on the project.
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