Using Zapier with Image Relay

Image Relay now integrates with more than 1000 web services, including high-demand apps such as Slack, SalesForce, Gmail and Trello (see the full list here). These connections grow the power of Image Relay exponentially and are possible through our new integration with Zapier, a web automation platform. 

Zapier allows you to set triggers in one application that cause an action in another. One example might be, when someone uploads to folder X in Image Relay (the Trigger) an email is sent to person Y (the Action). Another might be that every time an image is posted to your Instagram account (the Trigger), a copy of that image is sent to folder Z in Image Relay (the Action).

The three triggers currently available from Image Relay are File Uploaded to Folder, New Folder, and New User Created. This would mean you would choose Image Relay as your Trigger, and connect it to another App where the Action would tale place (such as Slack, Salesforce, Google Drive, or Gmail). 

The three actions that can currently be automated in Image Relay are Create Folder, Upload File to Folder, and Invite User. This means that the Trigger would take place in another App, and the Action would take place in Image Relay. 

To take advantage of this new tool, you will need a free Zapier account. You can sign up for one here. 

You can easily create a new Zap from scratch. In our example, we would like to be sent an email to our Gmail account every time a new file is uploaded to Image Relay. 

To start, choose the Make a Zap! button on your Zapier Dashboard. Use the dropdown menu to Choose a Trigger App. In this example, the Trigger comes from Image Relay.

Once you have chosen Image Relay,  you will need to choose the Trigger. In this case we are choosing File Uploaded to Folder.

Next you will need to give Zapier access to your Image Relay account, but entering you URL, login, and password. 

You will then need to pick the folder the file is uploaded to. You will see a dropdown menu of all of your folders in Image Relay. Make sure to select Yes for the Create Share Link option.

You will then choose an account for the Action App you want to use. On the left hand side of the screen, clock + Add a Step, and then choose Action/Step. The drop-down will have all the account connections you may have previously made for that app, plus the option to Create a New Account connection. In this instance, we chose Gmail. 

Now choose what the Action will be. In this case we have selected Send Email. You will be prompted to connect your email account at this point. 

Now create the email that will be the action  each time your Zap triggers. By clicking the Insert Fields button on the right of a field, you will bring up a list of fields you can include in your Zap. After choosing a field, a placeholder for that field will be inserted, like "email" in the above screenshot. Not all fields are required.

The boxes you see next can be treated as text boxes. Use multiple placeholders, spaces, static text, etc. to customize your Zap output. Remember, anything you put in a field that is not a placeholder will be the same every time the Zap triggers.  Make sure your Zap will always have something in the required fields. 

You will then be prompted to test your Zap. Run the test, and if there are any errors (such as an empty required field), you can go back and fix it. If not, you will get a success message!

Once you have tested, you will be prompted to turn your Zap on. Congratulations, you just set up your first Zap and can start saving time!