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Zapier Integration

Zapier.com is a cloud-based service for codeless workflows automation by end users. Their free plan for individuals can be used for reports automation with SeekTable:

  1. automatically sync CSV cube with a file stored in Google Driver/OneDrive/Dropbox. For example, this may be a dataset in Google Sheets, and with Zapier you can create a task that will refresh your reports by this dataset each time when you change it.
  2. deliver reports on schedule (daily, weekly etc) by email - or in another way: say, save report Export to cloud storage, or push it to Slack channel.

Enable SeekTable actions in Zaps

  1. Ensure that you're logged on Zappier, and open this link to enable SeekTable for usage in your account:
    https://zapier.com/platform/public-invite/10380/72a8b8e671ac441e3471a4c940fd0890/
  2. Get your API key by going to Manage AccountGet API Key button in SeekTable app.
  3. Now you can choose SeekTable app and use Find a Report (exports), Upload CSV File and Share Report by Email in Zaps:
    Schedule report with Zapier
    Refresh CSV cube with Zapier

How to sync CSV cube with Google Sheet

You can create CSV cube by your Google Sheet data, and refresh it automatically each time when Google Sheet file is changed with the following 2-step zap (can be used on free plan):

  1. Move your Google Sheet file to separate folder in your Google Drive
  2. Choose trigger action: Updated File in Google Drive
  3. In "Customize Updated File" section choose a folder with your Google Sheet file
  4. As a 2-nd step choose Upload CSV File in SeekTable action
  5. In "Customize File" section choose a cube you want to refresh, for "CSV File Name" choose special option "File Csv":
    Sync Google Sheet with Zapier

How to refresh CSV cube on schedule

Another typical scenario is when you have an URL with CSV data and want to refresh your CSV cube from this URL on schedule (say, day). This also can be achieved with 2-step zap (can be used on free plan):

  1. Choose a trigger action as a 1-st step; for example, Schedule by Zapier.
  2. As a 2-nd step choose Upload CSV File in SeekTable action
  3. In "Customize File" section choose a cube you want to refresh, and specify an URL in "CSV File Name" field.
    Important notes:
    • If your URL is a Google Sheet share link, it should be like this one:
      https://docs.google.com/spreadsheets/d/UNIQUE_DOC_ID_HERE/export?format=csv
    • Max file size is 50Mb

How to send a report as an email attachment

  1. Choose some trigger action as a 1-st step; for example, Schedule by Zapier.
  2. For 2-nd step use SeekTable connector's Find a Report action. Choose a report you want to attach.
  3. Choose an action that can compose an email with attachment; for example Email by Zapier or SMTP by Zapier.
  4. At the form where you can specify email fields:
    • for Body you can choose (with top-right icon) only non-binary content; for example Find a Report → Report HTML (content with inline styles). In this way you can place your report directly into email body - in the same way as it comes in Share report by email action.
    • for Attachment choose export format you want to send a attachment; for example, Find a Report → Export to PDF file.