Zapier is an online automation tool that connects your apps and services. When paired with CData Connect AI, you get access to live Google Cloud Storage data for your workflows. This article shows how to connect to Google Cloud Storage and build workflows with live Google Cloud Storage data in Zapier.
Connect to Google Cloud Storage from Zapier
To work with Google Cloud Storage in Zapier, we need to connect to Google Cloud Storage from Connect AI, provide user access to
the connection, and create a Workspace for the Google Cloud Storage data.
Connect to Google Cloud Storage from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
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Log into Connect AI, click Sources, and then click Add Connection
π Adding a Connection
- Select "Google Cloud Storage" from the Add Connection panel
π Selecting a data source
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Enter the necessary authentication properties to connect to Google Cloud Storage.
Authenticate with a User Account
You can connect without setting any connection properties for your user credentials. After setting InitiateOAuth to GETANDREFRESH, you are ready to connect.
When you connect, the Google Cloud Storage OAuth endpoint opens in your default browser. Log in and grant permissions, then the OAuth process completes
Authenticate with a Service Account
Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes.
You need to create an OAuth application in this flow. See the Help documentation for more information. After setting the following connection properties, you are ready to connect:
- InitiateOAuth: Set this to GETANDREFRESH.
- OAuthJWTCertType: Set this to "PFXFILE".
- OAuthJWTCert: Set this to the path to the .p12 file you generated.
- OAuthJWTCertPassword: Set this to the password of the .p12 file.
- OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
- OAuthJWTIssuer: In the service accounts section, click Manage Service Accounts and set this field to the email address displayed in the service account Id field.
- OAuthJWTSubject: Set this to your enterprise Id if your subject type is set to "enterprise" or your app user Id if your subject type is set to "user".
- ProjectId: Set this to the Id of the project you want to connect to.
The OAuth flow for a service account then completes.
π Configuring a connection (Salesforce is shown)
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Click Save & Test
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Navigate to the Permissions tab in the Add Google Cloud Storage Connection page and update the User-based permissions.
π 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.
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Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
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On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
π Creating a new PAT
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The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Google Cloud Storage Endpoints for Zapier
After connecting to Google Cloud Storage, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
π The Workspaces page.
π Adding a new Workspace.
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Click Add to add new assets to the Workspace.
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Select the Google Cloud Storage connection (e.g. GoogleCloudStorage1) and click Next.
π Selecting an Asset (Salesforce is shown).
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Select the table(s) you wish to work with and click Confirm.
π Selecting Tables (Salesforce is shown).
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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 Google Cloud Storage data from Zapier.
Connect to Google Cloud Storage Data in Zapier Workflows
To establish a connection from Zapier to CData Connect AI using the OData protocol, follow these steps.
- Log into Zapier.
- Click Create Zap.
- In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath.
π Creating a Webhooks by Zapier Zap.
- Under Event, select Retrieve Poll.
π Creating a Retrieve Poll event.
- 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.
π Configuring the connection to Connect AI OData or Workspace URLs.
- Click Test. If the connection is set up properly, sample records will appear.
π Testing the connection.
Simplified Access to Google Cloud Storage Data from Cloud Applications
At this point, you have a direct, cloud-to-cloud connection to live Google Cloud Storage 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.