Integrating Zapier OAuth2 in a Rails 4 app for automated email responses

Other Questions Zapier
1

Hey everyone,

I’m working on a project that needs Zapier OAuth2 integration with a Rails 4 app. The goal is to set up an automated system where:

  1. A new prospect submits their info
  2. Our app gets the data through REST webhooks
  3. We automatically send out an email with the received data

I’m not super familiar with OAuth2 or Zapier, so I’m hoping someone can point me in the right direction. Has anyone done something similar before? Any tips or resources would be really helpful!

Here’s a basic outline of what I think the flow might look like:

class ProspectController < ApplicationController
  def receive_webhook
    data = JSON.parse(request.body.read)
    ProspectMailer.welcome_email(data).deliver_now
  end
end

Is this on the right track? How do I set up the OAuth2 part with Zapier? Thanks in advance for any help!

2

yo, tried zapier & rails before, and while ur approach is solid, consider sidekiq for background processing.

also, check out doorkeeper for oauth2 to secure endpoints.

3

Hey there! I’ve actually gone through a similar integration process recently. One thing I’d suggest is to use the ‘omniauth-oauth2’ gem for handling the OAuth2 flow with Zapier. It simplifies the process quite a bit.

For the webhook part, you’re on the right track, but I’d recommend adding some validation and error handling. Something like this:

 def receive_webhook
   begin
     data = JSON.parse(request.body.read)
     raise 'Invalid data' unless valid_data?(data)
     ProspectMailer.welcome_email(data).deliver_later
     head :ok
   rescue StandardError => e
     Rails.logger.error("Webhook error: #{e.message}")
     head :unprocessable_entity
   end
 end

This way, you’re validating the incoming data and handling potential errors gracefully. Also, using ‘deliver_later’ instead of ‘deliver_now’ can help prevent timeouts on larger volumes.

Hope this helps! Let me know if you need any clarification.

4

I’ve implemented a similar system using Zapier and Rails, though with a more recent version. Your approach is on the right track, but there are a few things to consider.

For OAuth2 with Zapier, you’ll need to set up an OAuth provider in your Rails app. The ‘doorkeeper’ gem is excellent for this. Once configured, you can create a Zapier app that uses your OAuth credentials.

Your webhook endpoint looks good, but consider adding some error handling and validation. Also, you might want to process the data asynchronously to avoid potential timeouts:

def receive_webhook
  data = JSON.parse(request.body.read)
  ProcessProspectJob.perform_later(data)
  head :ok
end

This way, you acknowledge the webhook quickly and process the data in the background. Remember to secure your webhook endpoint to prevent unauthorized access. Good luck with your integration!