Zapier is an online platform helping non technical users connecting multiple applications together.
Go to zapier.com and login or create a new account
My Apps section, click in
Connect a new account and search for
In the popup, copy the redirection address (Redirect URI) displayed above the Client ID and Client Secret fields.
It is the same address, so you can copy it only once.
Keep the popup open to finish the connexion after step 1.2.
Open dokos and go o module
OAuth Clientdocument, give a name to the client application (E.g. Zapier) and paste the redirection URI copied earlier in fields
Default redirection URI.
To allow OAuth2 integrations types, at least one Frappe social login key is required.
Integrations > Social Login Key
Go back to Zapier and open the window from section 1.1. again.
Your Zapier application is now connected to your dokos site.
You can create your first Zap.
The dokos Zapier application allows the creation of two types of interactions:
To generate a new Zap, select the dokos application in the Zap editor.
The Zapier integration creates new Webhooks in dokos.
You can find them in
Integrations > Webhooks.
You can then save and create you action with another Zapier application or with the dokos application.
There are two types of actions available on dokos: Create Document or Find Document
Once you have selected the type of document to create, choose some values for the mandatory fields and test you Zap.
A new document should be created on your dokos site.
If you want to find a document, you can define 3 parameters:
1. The maximum number of documents to fetch
2. The name of the fields to fetch
3. A filter to find your documents
If you want to find a specific document, think about filtering per ID (Name in dokos).
Create dokos Document if it doesn't exist yet? you autorize Zapier to create a new document if it doesn't find the document matching your filters.
Once your document found or created, you can go to the next step and reuse it in another Zap.
When you send a field of type Date or Datetime, you need to use the following formats:
You can use the Zapier Formatter tool if needed.
For the Datetime format, you can select the option "Use a Custom Value":
The application doesn't yet autorize sending arrays in document objects.
Please send us an email at firstname.lastname@example.org if this limitation causes you integration issues.