Configure Zapier AI Actions as Tool
Last updated:2024-02-21

Configure Zapier AI Actions as Tool

About Zapier

Zapier is a popular online automation tool that allows users to connect different applications, services, and APIs so they can work together without the user having to manually transfer data or perform tasks. The core concept of Zapier is "Zaps", which are user-defined automated workflows. A Zap consists of a Trigger and an Action: when a specific event occurs in an application (for example, receiving a new email), the Trigger is activated, and then Zapier can automatically perform a series of actions (for example, adding the content of the email to a database).

Zapier offers thousands of pre-built integrations, covering a variety of popular applications and services such as Gmail, Google Sheets, Slack, Trello, Salesforce, etc. This makes it easy for even non-technical users to set up automated workflows, improve work efficiency, and reduce repetitive work.

With Zapier, users can create simple automated workflows, such as converting emails into tasks, or more complex workflows, such as automatically syncing and updating data across multiple applications and databases. Zapier's platform is flexible and easy to use, making it a powerful tool for businesses and individuals to improve work efficiency.

Powerful Zapier AI Actions

Zapier AI Actions is a tool that allows builders to equip any Zapier operation for AI platforms (or custom integrations)! The over 20,000 Actions from the Zapier automation platform that you are familiar with and love can be used with your favorite AI tools.

At the same time, with the blessing of Zapier AI, Actions become easier to use!

For example, when we send an Email, we need to fill in the recipient address, email subject, and body in turn. But now, through AI Action, you only need to issue an "instruction", and Zapier AI can complete the subsequent instruction parsing and Action call actions for you.

For example, your instruction is:

Send an email to xxxxxx@126.com, ask him to come to my office.
          Send an email to xxxxxx@126.com, ask him to come to my office.

        
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Zapier AI will automatically perform intent recognition, parsing your instruction into:

to: xxxxxx@126.com subject: Meeting Request body: Please come to my office.
          to: xxxxxx@126.com
subject: 	Meeting Request
body:	Please come to my office.

        
This code block in the floating window

And based on this analysis result, execute Action for you.

This means that the Bot you create in GPTBots can connect to thousands of Actions in Zapier through GPTBots Tools after simple configuration, fully releasing the capabilities of your Bot! Then, by simply sending commands to the Bot through a conversation, you can easily call these Actions to complete various tasks!

Zapier Config

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Visit Zapier AI Actions, find "My Actions - Manage Actions", and create an Action.

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Choose the Action you need, this article takes "Gmail: Send Email" as an example. This Action can accept a command, and Zapier AI automatically parses the parameters in the command (inbox, email title, email body, etc.) and performs the action of sending an email.

Authorize your Gmail account and set each parameter as needed. Each parameter can be set to a specific value as needed, or as shown in the figure, it can be left to Zapier AI to automatically parse (Have AI guess a value for this field).

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Ensure your Action is turned on.

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You can go to "Test Actions" first to test the Action you just configured to ensure it is in a usable state.

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If the status in "Results" is "success", then the Action is executed successfully, and the test is passed.

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Next, go to the "API Playground", find /api/v1/exposed/, run it, and get the Action ID, which will be needed for subsequent configuration of the GPTBots Tool.

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In "Credentials", find your "API Key", which will be needed for subsequent configuration of GPTBots Tool.

GPTBots Tool Config

Create a Tool within "Enterprise Tools".

Authentication

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You can select "Developer Authentication - None". No authentication is needed to use Zapier AI Actions.

JSON Config

This is the tool configuration for the Zapier AI Action "Gmail: Send Mail" mentioned above. You can base on this structure to configure your other Zapier AI Actions.

You can just focus on the annotated parts, the other parts can basically be copied directly for use, no need to change.

{ "openapi": "3.0.0", "servers": [ { "url": "https://actions.zapier.com" } ], "paths": { "/api/v1/dynamic/exposed/<your_action_id>/execute/": { //Replace <your_action_id> with your Action ID。 "post": { "operationId": "zpGmailSendEmail", //Name the Action. "description": "Call this API when user wants to send an Email.", // The description of this Action allows LLM to understand how to interact with it. "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Request" } } } }, "responses": { "200": { "description": "Successfully sent the mail.", //The description of a successful call. "content": { "application/json": { "schema": { "$ref": "#/components/schemas/Response" } } } }, "400": { "description": "Invalid Request." //The description for a 400 error. } }, "parameters": [ { "name": "x-api-key", "in": "header", "required": true, "description": "The API Key of the Zapier AI Actions.", "schema": { "type": "string", "default": "<your_api_key>" //Enter your Zapier AI Actions API Key. } } ] } } }, "components": { "schemas": { "Request": { "type": "object", "properties": { "instructions": { "type": "string", "description": "The instruction of the Zapier AI Action 'zpGmailSendEmail'." //Inform LLM about the function of this instruction. } }, "required": [ "instructions" ] }, "Response": { "type": "object", "properties": { "id": { "type": "string", "description": "Request Id" }, "status": { "type": "string", "description": "Request Status" } }, "required": [ "instructions" ] } } } }
          {
  "openapi": "3.0.0",
  "servers": [
    {
      "url": "https://actions.zapier.com"
    }
  ],
  "paths": {
    "/api/v1/dynamic/exposed/<your_action_id>/execute/": {	//Replace <your_action_id> with your Action ID。
      "post": {
        "operationId": "zpGmailSendEmail",	//Name the Action.
        "description": "Call this API when user wants to send an Email.",	// The description of this Action allows LLM to understand how to interact with it.
        "requestBody": {
          "required": true,
          "content": {
            "application/json": {
              "schema": {
                "$ref": "#/components/schemas/Request"
              }
            }
          }
        },
        "responses": {
          "200": {
            "description": "Successfully sent the mail.",	//The description of a successful call.
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/Response"
                }
              }
            }
          },
          "400": {
            "description": "Invalid Request."	//The description for a 400 error.
          }
        },
        "parameters": [
          {
            "name": "x-api-key",
            "in": "header",
            "required": true,
            "description": "The API Key of the Zapier AI Actions.",
            "schema": {
              "type": "string",
              "default": "<your_api_key>"	//Enter your Zapier AI Actions API Key.
            }
          }
        ]
      }
    }
  },
  "components": {
    "schemas": {
      "Request": {
        "type": "object",
        "properties": {
          "instructions": {
            "type": "string",
            "description": "The instruction of the Zapier AI Action 'zpGmailSendEmail'."	//Inform LLM about the function of this instruction.
          }
        },
        "required": [
          "instructions"
        ]
      },
      "Response": {
        "type": "object",
        "properties": {
          "id": {
            "type": "string",
            "description": "Request Id"
          },
          "status": {
            "type": "string",
            "description": "Request Status"
          }
        },
        "required": [
          "instructions"
        ]
      }
    }
  }
}

        
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Use Tool in Bot

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In the Bot, you can directly describe what you want to do in natural language, and the Bot will judge whether to call it. When calling, Zapier AI will also automatically parse it into reasonable Action parameters.

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This email has been successfully sent to the specified address, and the email subject and body were automatically created by Zapier AI based on user input requirements.