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* WIP: v1 docs (#3626) (cherry picked from commit d46e20fa09bcd2f5916282f5553ddeb7183bd92c) * docs: parity for all translations * docs: full name of acronym AMP * docs: fix lingering unused code * docs: expand contextual options in docs.json * docs: add contextual action to request feature on GitHub * chore: tidy docs formatting
105 lines
3.5 KiB
Plaintext
105 lines
3.5 KiB
Plaintext
---
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title: "Zapier Trigger"
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description: "Trigger CrewAI crews from Zapier workflows to automate cross-app workflows"
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icon: "bolt"
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mode: "wide"
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---
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This guide will walk you through the process of setting up Zapier triggers for CrewAI AMP, allowing you to automate workflows between CrewAI AMP and other applications.
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## Prerequisites
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- A CrewAI AMP account
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- A Zapier account
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- A Slack account (for this specific example)
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## Step-by-Step Setup
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<Steps>
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<Step title="Set Up the Slack Trigger">
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- In Zapier, create a new Zap.
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<Frame>
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<img src="/images/enterprise/zapier-1.png" alt="Zapier 1" />
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</Frame>
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</Step>
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<Step title="Choose Slack as your trigger app">
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<Frame>
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<img src="/images/enterprise/zapier-2.png" alt="Zapier 2" />
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</Frame>
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- Select `New Pushed Message` as the Trigger Event.
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- Connect your Slack account if you haven't already.
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</Step>
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<Step title="Configure the CrewAI AMP Action">
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- Add a new action step to your Zap.
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- Choose CrewAI+ as your action app and Kickoff as the Action Event
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<Frame>
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<img src="/images/enterprise/zapier-3.png" alt="Zapier 5" />
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</Frame>
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</Step>
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<Step title="Connect your CrewAI AMP account">
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- Connect your CrewAI AMP account.
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- Select the appropriate Crew for your workflow.
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<Frame>
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<img src="/images/enterprise/zapier-4.png" alt="Zapier 6" />
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</Frame>
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- Configure the inputs for the Crew using the data from the Slack message.
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</Step>
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<Step title="Format the CrewAI AMP Output">
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- Add another action step to format the text output from CrewAI AMP.
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- Use Zapier's formatting tools to convert the Markdown output to HTML.
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<Frame>
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<img src="/images/enterprise/zapier-5.png" alt="Zapier 8" />
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</Frame>
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<Frame>
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<img src="/images/enterprise/zapier-6.png" alt="Zapier 9" />
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</Frame>
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</Step>
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<Step title="Send the Output via Email">
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- Add a final action step to send the formatted output via email.
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- Choose your preferred email service (e.g., Gmail, Outlook).
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- Configure the email details, including recipient, subject, and body.
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- Insert the formatted CrewAI AMP output into the email body.
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<Frame>
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<img src="/images/enterprise/zapier-7.png" alt="Zapier 7" />
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</Frame>
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</Step>
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<Step title="Kick Off the crew from Slack">
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- Enter the text in your Slack channel
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<Frame>
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<img src="/images/enterprise/zapier-7b.png" alt="Zapier 10" />
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</Frame>
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- Select the 3 ellipsis button and then chose Push to Zapier
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<Frame>
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<img src="/images/enterprise/zapier-8.png" alt="Zapier 11" />
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</Frame>
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</Step>
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<Step title="Select the crew and then Push to Kick Off">
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<Frame>
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<img src="/images/enterprise/zapier-9.png" alt="Zapier 12" />
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</Frame>
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</Step>
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</Steps>
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## Tips for Success
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- Ensure that your CrewAI AMP inputs are correctly mapped from the Slack message.
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- Test your Zap thoroughly before turning it on to catch any potential issues.
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- Consider adding error handling steps to manage potential failures in the workflow.
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By following these steps, you'll have successfully set up Zapier triggers for CrewAI AMP, allowing for automated workflows triggered by Slack messages and resulting in email notifications with CrewAI AMP output.
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