What is Zapier

Zapier is a platform which provides collection of pre-defined and curated example of an automated workflows. It allows you to propose recommended use-cases, and provides users with a guided setup experience including pre-filled options and fields so they don’t have to create them from scratch in the Zap Editor. In simple terms, you can setup an application to trigger an event (ex., When someone posted on your Facebook fan page) you can make an action on another application (ex., Post a new Koraki notification). This is a pretty cool integration on Koraki because you can instantly have the power of integrating more than 1000 apps including Facebook, Twitter and Salesforce etc.

With Zapier integration you can literally craft a completely new recipe with Koraki. You can choose one of the many applications as the trigger and generate a new notification on Koraki.

Integrating Slack via Zapier to Koraki

Capturing more leads and increasing the conversion rate is the dream of any website or product owner. Having more reliable sources for Koraki social proof widget is a must have fact to gain trust from your leads. Lets see how to integrate Slack, the most popular chat messenger for teams, with Koraki using Zapier integration. Our use case here is that, we would like to have a Koraki notification created whenever someone joins our Slack channel. This could be useful if you are having a developer community and need to show off outside whats happening and how well other developers trust you.

Create a Koraki notification when a new user joins your Slack team

First you need to log into your Koraki account and navigate to an application. See How to create an application if you don’t have any. Go to integrations tab and search for Zapier integration and click on Integrate button

You will need to click on the link which takes you to Zapier. Furthermore the Zapier integration page contains Client Id and Client Secret credentials which you need to provide to Zapier to authenticate to your Koraki application.

On Zapier, you can create a Zap (a recipe having a triggering app and Koraki as the action app) by clicking on Accept & Build Zap button. Note that you might need to create a free Zapier account first if you don’t have one yet. After accepting the invite, you need to click on Make a Zap! button to get started with editor.

Now we are actually creating the integration!

Type Slack on the filter text box and click on slack

Next screen you need to select a Slack trigger. In our case we need to select New User trigger.

Next we need to authenticate Slack by clicking Connect an Account button. It will pop up a new window and ask you to log in to the slack account. Click Continue button after you are successfully authenticated.

Next you can optionally pull sample data from your Slack account. With this you can easily setup the next part, so go ahead and let Zapier pull sample data. Pick a user and continue.

Next you are setting up the action app, yes it’s Koraki. You can use the filter text box to search for Koraki and click on the result.

Click on Create Notification action from the next screen and continue.

Next, click on Connect an Account button. This will load a popup asking for Client Id and Secret credentials. You can get them by navigating to Koraki app > Applications > View an application > Integrations tab > Zapier integration. Fill the Client id and Secret and continue.

Next screen you will see the Koraki application name. Click on Test button to validate everything works fine and continue to next step.

Now you are on the step to provide a template for your dynamic notification. You can use one or more variables extracted from the 1st step (Slack integration) to generate a new Koraki notification. We will be using the name of the user who joined the Slack channel and their profile picture as the thumbnail of the notification.

Click on the button on the right side of Notification Text input to see available variables from the previous step. Here we will pick Real Name field along with some other static text.

Here we used {Real Name} joined our Slack channel as the template for Koraki notification text. When a new user joins to Slack, the template will be filled with the real name field passed from Slack. Furthermore we used the Profile Medium Image Url to the Thumbnail URL field.

  • Notification Text : The actual text of the notification. You can use HTML inside this field.
  • Thumbnail URL : Optional field for thumbnail of the notification. Expected to be a URL to a image source
  • Location : Optional address location of the performer of the notification. If the thumbnail url field is not set, it will create a thumbnail of the map derived from the location provided here. It’s not recommended to put the exact address of a user, but city or town along with the country name. Ex., Texas, USA.
  • IP Address: Optional IP address field is used to derive map thumbnail of user location if Thumbnail URL and Location fields are not set.

Click on Continue and you are all done! You can send a test notification to see if it really works. This is how the generated Koraki notification looks like.

Click on Finish button, give your Zap a name, i.e., Create Koraki notification when Slack user joins, and click the ON switch to make your Zap live.

This is the integration of Slack with Koraki using Zapier and you can replace Slack with any of the 1000s of apps available on Zapier directory. Be smart and choose tasty recipes to integrate with many apps with Koraki to get notification more frequently. Remember, your leads would always love to see more recent notifications from various sources.

Your leads would always love to see more recent notifications from various sources

Get more information about creating a Zap here.


Also published on Medium.