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URL: https://www.cdata.com/kb/tech/adp-cloud-zapier.rst

⇱ Build Automated ADP-Connected Workflows in Zapier

Build Automated ADP-Connected Workflows in Zapier

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to live ADP data and build automated workflows in Zapier.

Zapier is an online automation tool that connects your apps and services. When paired with CData Connect AI, you get access to live ADP data for your workflows. This article shows how to connect to ADP and build workflows with live ADP data in Zapier.

Connect to ADP from Zapier

To work with ADP in Zapier, we need to connect to ADP from Connect AI, provide user access to the connection, and create a Workspace for the ADP data.

Connect to ADP from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "ADP" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to ADP.

    Connect to ADP by specifying the following properties:

    • OAuthClientId: The client Id of the custom OAuth application you obtained from ADP.
    • OAuthClientSecret: The custom OAuth application's client secret.
    • SSLClientCert: Set this to the certificate provided during registration.
    • SSLClientCertPassword: Set this to the password of the certificate.
    • UseUAT: The connector makes requests to the production environment by default. If using a developer account, set UseUAT = true.
    • RowScanDepth: The maximum number of rows to scan for the custom fields columns available in the table. The default value will be set to 100. Setting a high value may decrease performance.

    The connector uses OAuth to authenticate with ADP. OAuth requires the authenticating user to interact with ADP using the browser. OAuth access can be configured in ADP through ADP API Central. For more information, refer ADP's API Central Quick Start Guide and the OAuth section in CData's Help documentation.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add ADP Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure ADP Endpoints for Zapier

After connecting to ADP, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the ADP connection (e.g. ADP1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to ADP data from Zapier.

Connect to ADP Data in Zapier Workflows

To establish a connection from Zapier to CData Connect AI using the OData protocol, follow these steps.

  1. Log into Zapier.
  2. Click Create Zap.
  3. In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath. 👁 Creating a Webhooks by Zapier Zap.
  4. Under Event, select Retrieve Poll. 👁 Creating a Retrieve Poll event.
  5. Fill in the connection details:
    • URL: Enter the OData URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}).
    • Key: Enter "value.name."
    • Authentication details: Fill in the Basic Auth or Headers. The basic option requires a user (your Connect AI username, e.g. [email protected]) and password (the PAT you've previously created) separated by a pipe symbol: |. The headers option requires a request type header with encoded credentials.
    👁 Configuring the connection to Connect AI OData or Workspace URLs.
  6. Click Test. If the connection is set up properly, sample records will appear. 👁 Testing the connection.

Simplified Access to ADP Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live ADP data from Zapier. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Zapier, refer to our Connect AI page.