mirror of
https://github.com/crewAIInc/crewAI.git
synced 2026-01-08 07:38:29 +00:00
1a1bb0ca3d
* docs(cli): document device-code login and config reset guidance; renumber sections * docs(cli): fix duplicate numbering (renumber Login/API Keys/Configuration sections) * docs: Fix webhook documentation to include meta dict in all webhook payloads - Add note explaining that meta objects from kickoff requests are included in all webhook payloads - Update webhook examples to show proper payload structure including meta field - Fix webhook examples to match actual API implementation - Apply changes to English, Korean, and Portuguese documentation Resolves the documentation gap where meta dict passing to webhooks was not documented despite being implemented in the API. * WIP: CrewAI docs theme, changelog, GEO, localization * docs(cli): fix merge markers; ensure mode: "wide"; convert ASCII tables to Markdown (en/pt-BR/ko) * docs: add group icons across locales; split Automation/Integrations; update tools overviews and links
104 lines
3.6 KiB
Plaintext
104 lines
3.6 KiB
Plaintext
---
|
|
title: "Zapier Trigger"
|
|
description: "Trigger CrewAI crews from Zapier workflows to automate cross-app workflows"
|
|
icon: "bolt"
|
|
mode: "wide"
|
|
---
|
|
|
|
This guide will walk you through the process of setting up Zapier triggers for CrewAI Enterprise, allowing you to automate workflows between CrewAI Enterprise and other applications.
|
|
|
|
## Prerequisites
|
|
|
|
- A CrewAI Enterprise account
|
|
- A Zapier account
|
|
- A Slack account (for this specific example)
|
|
|
|
## Step-by-Step Setup
|
|
|
|
<Steps>
|
|
<Step title="Set Up the Slack Trigger">
|
|
- In Zapier, create a new Zap.
|
|
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-1.png" alt="Zapier 1" />
|
|
</Frame>
|
|
</Step>
|
|
|
|
<Step title="Choose Slack as your trigger app">
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-2.png" alt="Zapier 2" />
|
|
</Frame>
|
|
- Select `New Pushed Message` as the Trigger Event.
|
|
- Connect your Slack account if you haven't already.
|
|
</Step>
|
|
|
|
<Step title="Configure the CrewAI Enterprise Action">
|
|
- Add a new action step to your Zap.
|
|
- Choose CrewAI+ as your action app and Kickoff as the Action Event
|
|
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-3.png" alt="Zapier 5" />
|
|
</Frame>
|
|
</Step>
|
|
|
|
<Step title="Connect your CrewAI Enterprise account">
|
|
- Connect your CrewAI Enterprise account.
|
|
- Select the appropriate Crew for your workflow.
|
|
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-4.png" alt="Zapier 6" />
|
|
</Frame>
|
|
- Configure the inputs for the Crew using the data from the Slack message.
|
|
</Step>
|
|
|
|
<Step title="Format the CrewAI Enterprise Output">
|
|
- Add another action step to format the text output from CrewAI Enterprise.
|
|
- Use Zapier's formatting tools to convert the Markdown output to HTML.
|
|
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-5.png" alt="Zapier 8" />
|
|
</Frame>
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-6.png" alt="Zapier 9" />
|
|
</Frame>
|
|
</Step>
|
|
|
|
<Step title="Send the Output via Email">
|
|
- Add a final action step to send the formatted output via email.
|
|
- Choose your preferred email service (e.g., Gmail, Outlook).
|
|
- Configure the email details, including recipient, subject, and body.
|
|
- Insert the formatted CrewAI Enterprise output into the email body.
|
|
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-7.png" alt="Zapier 7" />
|
|
</Frame>
|
|
</Step>
|
|
|
|
<Step title="Kick Off the crew from Slack">
|
|
- Enter the text in your Slack channel
|
|
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-7b.png" alt="Zapier 10" />
|
|
</Frame>
|
|
|
|
- Select the 3 ellipsis button and then chose Push to Zapier
|
|
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-8.png" alt="Zapier 11" />
|
|
</Frame>
|
|
</Step>
|
|
|
|
<Step title="Select the crew and then Push to Kick Off">
|
|
<Frame>
|
|
<img src="/images/enterprise/zapier-9.png" alt="Zapier 12" />
|
|
</Frame>
|
|
</Step>
|
|
</Steps>
|
|
|
|
## Tips for Success
|
|
|
|
- Ensure that your CrewAI Enterprise inputs are correctly mapped from the Slack message.
|
|
- Test your Zap thoroughly before turning it on to catch any potential issues.
|
|
- Consider adding error handling steps to manage potential failures in the workflow.
|
|
|
|
By following these steps, you'll have successfully set up Zapier triggers for CrewAI Enterprise, allowing for automated workflows triggered by Slack messages and resulting in email notifications with CrewAI Enterprise output. |