Configure Automation Template

Configuring automation template is required in the following cases:

• They are readymade automatic workflows

• They’re also a great way to promote your app, as your Automation Templates are featured in:

  • Eshopbox’s App Integrations.

  • They provide inspiration for how to automate popular apps and workflows. Your Automation Template's description and title help sell that idea to users.

Before you start

• You should have a partner login.

• You should have your app extensions configured.

• You should know the trigger App that is used to start the Automation Template.

• You should know the action App.

How it works

1. Log in to your Partner Dashboard.

2. Click on Automation Templates.

3. Click on Create Automation Template

4. Select the trigger app. Based on your selection, trigger events will be loaded. (List of Eshopbox Triggers:List of Eshopbox Triggers).

   1. Choose the Trigger Event that starts your Automation.

   2. For most triggers from apps that require authentication, Eshopbox loads sample data similar to the data the app would send Eshopbox when it’s connected with a live account.

   3. Fill in any form fields, select multi-choice options. In case you have selected Trigger from your app, all the input fields defined while configuring the Trigger will appear here.

   4. Click Continue to save them.

5. The action app will be pre-selected based on your selection of the trigger app. If you select the trigger app to be the Eshopbox app, then the action app will be your app else if you select your app to be a trigger app then the action app will be the Eshopbox app. Based on your selection, action events will be loaded. (List of Eshopbox actions:List of Eshopbox Actions)

   1. Choose the create or search action for your Automation Template.

   2. After the selection of an action form will be visible. (Form fields will be the exact same as per defined in the input designer section of that action).

   3. Map the input fields from the trigger app to the form fields in this action app. The action step’s template shows every field that Eshopbox can send to the app, with required and optional fields. 

   4. Click Continue to save them.

   5. Eshopbox then shows a test screen. Since you’re building a Automation Template, Eshopbox doesn’t create or add anything to your apps—the screen confirms everything should work correctly.

6. For more advance workflows, you can add Filters, Formatters and Code steps.This step is optional.

   1. Filters: Filters are a way to ensure actions get performed only on the items you want. 

   2. Formatter: Transforms trigger data before being added to action step.

   3. Code Steps: Code steps are a way to run small snippets of JavaScript as part of your Workflow 

7. For the final step, add Automation Template’s Name and Description.

8. Click on Save draft if you wish to make few changes later, else click on Submit to submit the automation template for publishing.

REFERENCE:

Refernce Doc: https://zapier.com/developer/documentation/v2/zap-templates/?from_url=https%3A%2F%2Fzapier.com%2Fdeveloper%2Fzap-templates%2F#shared-zaps-trigger

Reference for UI:

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