Zapier Integration

This guide explains how to deploy an Indent webhook to the cloud for managing access with Zapier. This webhook runs as a Zap which automatically sends data from Indent to the Zapier platform so you can use the data however you want.

This page assumes that you or someone on your team has already completed the Quickstart. If you haven't already, we would recommend you check it out - it should take 5 minutes. By the end you should have a working Space you can integrate with this webhook.

Prerequisites

• Zapier Account

Overview

We're going to set up a new Zap then set up automated change management. This webhook only works with Zapier.

Step 0: Configure your Zapier account

Create a Zapier account before getting started.

Step 1: Deploy the change management webhook

1. Sign into your Indent Space.
2. Navigate to your Webhooks.
3. Click +New and start configuring a new Webhook.
   • Select Change management, in the Kind of Webhook dropdown.
   • Under Supported Kind of Resource select the resource type you want to manage with Zapier.
   • Turn off testing mode.
   • Click Create Webhook > at the bottom.

Step 2: Create a Zap

1. Navigate to your Zapier Dashboard.
2. Create a new workflow and connect these two apps:
   • Webhooks by Zapier
   • Code by Zapier
3. Configure your new Zaps like this:
   • Under "When this happens..." select the "Catch Raw Hook," trigger"
   • Under "Then do this!" select "Run Javascript"
4. Click Next and you'll be taken to a setup page for your new Zap.

Step 3: Connect Indent to your Zap

1. Open your Zap and in section 1 called Trigger → Choose app & event click "Continue"
   • Zapier presents you with a Webhook URL, paste the URL in the Indent Webhook you created in Step 1.
   • Click "Continue," again.
2. Click on section 2 called Action → Run JavaScript.
   • Under Set up action there are two fields. Enter a name for your input data variable (e.g. rawBody) then select Raw Body as the data type in the second field.
   • Enter JavaScript in the box called "Code" to parse the JSON body.

Use this code snippet to parse the access petitions

const { events } = JSON.parse(inputData.rawBody)
output = events[0]

Step 4: Configure your Access Request Rules

1. Navigate to the Access Request Rules in your App.
2. Select the Access Request Rules section and select the rule you want to configure.
3. Under the Webhook Override dropdown, select the new webhook you created.
4. Save your Access Request Rules.

Step 5: Make a test request

1. Go to Request Access.
2. Select your resource from the dropdown and eneter a reason for access.
3. Check the petition was successfully sent to your Zap to confirm the workflow is set up correctly.

Congrats! You've just configured requesting nad managing access with Zapier and Indent.