12
November
2021
Tutorial

Want to Automate Your Apps? Use Zapier to Connect Specialized Platforms

0
 minutes

Automation has become the ‘it’ thing in the world of business. The need for organizations to cut costs has forced them to improve internal processes to provide improved service while also conserving time. Unfortunately, it's not always easy for teams to streamline everything internally because they often seem like complicated processes - but there are ways around this. Using Appsmith, developing internal tools can cut costs, time and even improve your workflow by connecting services across specialized platforms with Zapier.

Zapier has thousands of apps and services that can meet almost all your business automation needs. Integrating Appsmith into the mix opens up a whole new dimension. In this way, you'll have a more efficient system in which you can connect anything from, say, a MailChimp email campaign to a Google form with data from your ERP or CRM systems delivered within the app!

In this blog, we will be looking at adding automation to Appsmith applications using Zapier.

Let’s get started!

Building Internal Tools with Appsmith

Appsmith is a powerful platform to build admin panels, dashboards, crud apps, and internal tools. It allows us to create these applications with little to no coding required. We can build apps that integrate with just about any service you can think of. Today, Appsmith has more than 15+ data source integrations; a few popular ones include Postgres, MongoDB, Google Sheets. That's one of the best things about Appsmith -- it's completely customizable. But if you want to build apps with Appsmith, you will likely be doing some coding in JavaScript. Yes, we can use JS anywhere across the Appsmith applications to bind, transform and create actions to the data. In terms of UI, Appsmith provides more than 25 widgets with a wide range of styling options. While it's not hard to use Appsmith to build apps, you will need to start building them to get to the next level with Appsmith.

Now, let’s build a simple newsletter application that can help collect contacts from Appsmith and send Emails using Sendinblue via Zapier.

Building UI on Appsmith

The idea of our newsletter is to collect emails from users and to maintain campaigns on Appsmith. Let’s get started by following the below steps:

  1. Create a new account on Appsmith (it’s free!), if you are an existing user, log in to your Appsmith account.
  2. Create a new application by clicking on the Create New button under the Appsmith dashboard.
  3. We’ll now see a new Appsmith app with an empty canvas and a sidebar with two directories: Datasources and Widgets.
  4. Click on the + icon next to the widgets section and drag and drop a container widget onto the canvas.
  5. Next, bring in a form widget inside the container and two input widgets inside the form.
  6. We can configure widgets and their properties by clicking on the cog icon on the top right. This will open a property pane where we can update all the widgets settings.
  7. Now set the form labels to name and email.
  8. Additionally, you can add a text widget to add aesthetics to our application; the following is how the UI looks like:
CleanShot 2021-11-09 at 16.21.52@2x.png

Excellent, our UI is now ready; let’s create a new Zapier workflow to connect to SendInBlue and manage our newsletter.

Set Up Zapier with Appsmith

Excellent, our UI is now ready; let’s create a new Zapier workflow that can connect to SendInBlue and manage our newsletter.

  • First, create a free account on Zapier and select create custom workflow option from the dashboard.
  • On Zapier, every action on the workflow is named on Zap; to establish a connection between Zapier and Appsmith, let’s create a Webhook.
Webhooks are essentially a way to create a communication channel. It allows you to listen to an event and run a command or take any action you want. Here, the event will be triggered by an API call from Appsmith.
  • Now open the Appsmith app, click on the + icon next to the Datasource section from the sidebar, and choose Create New API.
  • Copy the webhook URL from Zapier and set the request type to POST. For ease, let’s also rename the query to addContact.
  • Here, we also need to send the data from the Form widget we had created earlier; now, let’s use their names to collect data and pass them in the Webhook.
  • Navigate to the Body tab on the API and paste the following code snippet:
{
"name":"{{Input1.text}}",
"email":"{{Input2.text}}"
}
  • This code snippet will send the information from the Input widgets to Appsmith.
  • Lastly, set the button onClick property to execute a query and set it to addContact.
  • Now, on Zapier, hit the test button and send a request by filling the form on Appsmith and hitting the API. We should see the successful response on Zapier.
CleanShot 2021-11-09 at 16.38.03@2x.png
  • Next, click on the + icon beneath the zap to add a new workflow. Select the SendInBlue Zap from the list.
  • We will need to authenticate with SendInBlue from Zapier to access the workflow; for this, you can either create a new account or log in with your existing credentials.
  • Next, set the Action type to Add or Update in Sendinblue and fill in the details related to Email; here, we can also use the data sent from the Webhook. In the following screenshot, we select the EMail field data to be the email received from the webhook.
CleanShot 2021-11-09 at 17.16.35@2x.png
  • Similarly, you can add a Send Transactional Email in Sendinblue action to the workflow using the Seninblue Zap.

With this, whenever a new user subscribes to the Newsletter, he receives a confirmation Email and will be added to the contact list on Sendinblue.

And just like that, we could configure and build an entire Newsletter manager without writing code. This application can be extended in multiple ways, such as creating new email campaigns, filtering contacts, blocking users, and many more! The entire demo app of this tutorial can be found here. This is just one example of how you can automate your apps on Appsmith!

We hope that you will have a better idea of how to leverage automation in your Appsmith applications. For more information on automating your Appsmith applications, please contact me anytime at vihar@appsmith.com.

Want to Automate Your Apps? Use Zapier to Connect Specialized Platforms

Automation has become the ‘it’ thing in the world of business. The need for organizations to cut costs has forced them to improve internal processes to provide improved service while also conserving time. Unfortunately, it's not always easy for teams to streamline everything internally because they often seem like complicated processes - but there are ways around this. Using Appsmith, developing internal tools can cut costs, time and even improve your workflow by connecting services across specialized platforms with Zapier.

Zapier has thousands of apps and services that can meet almost all your business automation needs. Integrating Appsmith into the mix opens up a whole new dimension. In this way, you'll have a more efficient system in which you can connect anything from, say, a MailChimp email campaign to a Google form with data from your ERP or CRM systems delivered within the app!

In this blog, we will be looking at adding automation to Appsmith applications using Zapier.

Let’s get started!

Building Internal Tools with Appsmith

Appsmith is a powerful platform to build admin panels, dashboards, crud apps, and internal tools. It allows us to create these applications with little to no coding required. We can build apps that integrate with just about any service you can think of. Today, Appsmith has more than 15+ data source integrations; a few popular ones include Postgres, MongoDB, Google Sheets. That's one of the best things about Appsmith -- it's completely customizable. But if you want to build apps with Appsmith, you will likely be doing some coding in JavaScript. Yes, we can use JS anywhere across the Appsmith applications to bind, transform and create actions to the data. In terms of UI, Appsmith provides more than 25 widgets with a wide range of styling options. While it's not hard to use Appsmith to build apps, you will need to start building them to get to the next level with Appsmith.

Now, let’s build a simple newsletter application that can help collect contacts from Appsmith and send Emails using Sendinblue via Zapier.

Building UI on Appsmith

The idea of our newsletter is to collect emails from users and to maintain campaigns on Appsmith. Let’s get started by following the below steps:

  1. Create a new account on Appsmith (it’s free!), if you are an existing user, log in to your Appsmith account.
  2. Create a new application by clicking on the Create New button under the Appsmith dashboard.
  3. We’ll now see a new Appsmith app with an empty canvas and a sidebar with two directories: Datasources and Widgets.
  4. Click on the + icon next to the widgets section and drag and drop a container widget onto the canvas.
  5. Next, bring in a form widget inside the container and two input widgets inside the form.
  6. We can configure widgets and their properties by clicking on the cog icon on the top right. This will open a property pane where we can update all the widgets settings.
  7. Now set the form labels to name and email.
  8. Additionally, you can add a text widget to add aesthetics to our application; the following is how the UI looks like:
CleanShot 2021-11-09 at 16.21.52@2x.png

Excellent, our UI is now ready; let’s create a new Zapier workflow to connect to SendInBlue and manage our newsletter.

Set Up Zapier with Appsmith

Excellent, our UI is now ready; let’s create a new Zapier workflow that can connect to SendInBlue and manage our newsletter.

  • First, create a free account on Zapier and select create custom workflow option from the dashboard.
  • On Zapier, every action on the workflow is named on Zap; to establish a connection between Zapier and Appsmith, let’s create a Webhook.
Webhooks are essentially a way to create a communication channel. It allows you to listen to an event and run a command or take any action you want. Here, the event will be triggered by an API call from Appsmith.
  • Now open the Appsmith app, click on the + icon next to the Datasource section from the sidebar, and choose Create New API.
  • Copy the webhook URL from Zapier and set the request type to POST. For ease, let’s also rename the query to addContact.
  • Here, we also need to send the data from the Form widget we had created earlier; now, let’s use their names to collect data and pass them in the Webhook.
  • Navigate to the Body tab on the API and paste the following code snippet:
{
"name":"{{Input1.text}}",
"email":"{{Input2.text}}"
}
  • This code snippet will send the information from the Input widgets to Appsmith.
  • Lastly, set the button onClick property to execute a query and set it to addContact.
  • Now, on Zapier, hit the test button and send a request by filling the form on Appsmith and hitting the API. We should see the successful response on Zapier.
CleanShot 2021-11-09 at 16.38.03@2x.png
  • Next, click on the + icon beneath the zap to add a new workflow. Select the SendInBlue Zap from the list.
  • We will need to authenticate with SendInBlue from Zapier to access the workflow; for this, you can either create a new account or log in with your existing credentials.
  • Next, set the Action type to Add or Update in Sendinblue and fill in the details related to Email; here, we can also use the data sent from the Webhook. In the following screenshot, we select the EMail field data to be the email received from the webhook.
CleanShot 2021-11-09 at 17.16.35@2x.png
  • Similarly, you can add a Send Transactional Email in Sendinblue action to the workflow using the Seninblue Zap.

With this, whenever a new user subscribes to the Newsletter, he receives a confirmation Email and will be added to the contact list on Sendinblue.

And just like that, we could configure and build an entire Newsletter manager without writing code. This application can be extended in multiple ways, such as creating new email campaigns, filtering contacts, blocking users, and many more! The entire demo app of this tutorial can be found here. This is just one example of how you can automate your apps on Appsmith!

We hope that you will have a better idea of how to leverage automation in your Appsmith applications. For more information on automating your Appsmith applications, please contact me anytime at vihar@appsmith.com.

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Build a Payment Link Generator App with Stripe APIs
29
April
2022
Resources

Build a Payment Link Generator App with Stripe APIs

Build a Payment Link Generator App with Stripe APIs
Vihar Kurama
0
 minutes ↗
#
stripe
#
guide
#
dashboard
Resources

Stripe is one of the most prominent developer tools for integrating payments into your website or application. The service allows you to start accepting payments from users in 14 countries and 24 currencies, and all this is relatively easy to set up! However, not every business needs a full-fledged website for collecting payments from their customers. In this short tutorial, we'll be building an app on Appsmith that will generate Stripe payment links for you directly from your dashboard. You can create as many payment links as you like and make them available via email. Even if someone doesn't have an Internet connection or uses a computer without a browser installed, they can still take advantage of your services!

Appsmith is an open-source application builder that integrates with custom APIs and databases. It's perfect for building your team's internal tools, admin panels, and dashboards.

Let's dive in!

Setting up Stripe Account

The first step in building a payment link generator is to set up a Stripe account. You can either create a new account or log in if you're an existing user.

Please note that this application is a built-in test mode, which requires additional information about the business to generate payment links. To make it into a fully-functional application, you will need to add additional details regarding your bank and tax information.

Your dashboard will look like this:

CleanShot 2022-04-20 at 15.30.29@2x.png

Even in test mode, you will be able to access all the features of Stripe APIs, but this will not be able to make complete transactions from our generated links.

The next step is to make our API requests from Appsmith; we’ll need to copy the secret key that’s available on the main page of the dashboard.

CleanShot 2022-04-20 at 15.36.24@2x.png

This secret key lets us access our Stripe account via Bearer Token-based authentication.

In the next section, we'll build s simple UI that lets us generate payment links based on the given customer information and payment price.

Building UI on Appsmith

The first step is to create an account on Appsmith. In this guide, I'll be using the cloud version of Appsmith, but you can always choose to use Appsmith locally or self-host it on your server.

  • Navigate to appsmith.com and sign-up for a new account if you're a new user or login into the existing one.
  • Create a new application under your preferred organization. You'll see an editor with everything you need to build your internal application.
  • As soon as you create a new app, you'll see a canvas with all the details around widgets and data sources on the left sidebar.

Now, click on the widgets tab and drag and drop a container widget on the canvas; this will allow us to group all the widgets in a container. This can be completely customizable; you could add borders, background colours, shadows, and more by opening the property pane.

Inside the container widget, drag and drop a new form widget and add a few input widgets onto the container that lets us collect information for payment links:

  • Product Name
  • Price
  • Quantity
  • Success URL
  • Capture Method

We could also add some additional configuration based on the information that needs to be collected, referring to the Stripe Documentation.

Following is a screenshot of how the UI looks on Appsmith:

CleanShot 2022-04-20 at 16.39.52@2x.png

Next, let’s create a new datasource, an API endpoint that’ll create a new Stripe payment link.

  • Click on the + icon next to Datasources from the sidebar
  • Choose API Endpoint and paste the following URL:

https://api.stripe.com/v1/checkout/sessions

  • You can rename this URL by just double-clicking on the existing one; let’s call this stripe-session.
  • Stripe APIs use BEARER token-based authentication; hence, the API expects an Authorization header with a bearer token.
  • Copy the token from the Stripe dashboard and paste it into the header.

Authorization - BEARER <token>

  • Lastly, let’s send the data as a payload using the filling FORM_URLENCODED data since we are collecting all the inputs in a form widget. Alternatively, we could also add the payload in the JSON Body filed.
To bind the data on the API, we’ll need to use the moustache bindings and the input widgets names. Here’s how we can access the data from the price the amount widget:

{{amountInput.text*100}}


Similarly, we add all the required fields on the payload to create a new session. Here’s a screenshot of what the payload looks like:

CleanShot 2022-04-25 at 21.43.03@2x.png

Our API is now ready; let’s add one more input widget, generating a Stripe Session link (the payment link) for use with the data passed through our input widgets.

Here’s what we’ll need to bind the response from the API endpoint; we can do this by binding the following:

​​{{stripe_Session.data.url}}


The .data property on an API request will return the response from the API endpoint; here, we’ve accessed the URL field, which is essentially the payment link.

If you open this URL, you’ll see a new Stripe session with the amount and details you’ve entered on the form.

Here’s a recording of how this works:

If you’re interested in using a database not listed on our website as an integration, please let us know about it by raising a PR on Github, and we will do our best to include it at the earliest.

Join our growing community on Discord, and follow us on Youtube and Twitter to stay up to date.

March Round-up: Templates, JSON Form, and More Product Updates
7
April
2022
Monthly Round-up

March Round-up: Templates, JSON Form, and More Product Updates

March Round-up: Templates, JSON Form, and More Product Updates
Vihar Kurama
0
 minutes ↗
#
announcement
#
applications
#
community
#
Templates
Monthly Round-up

If you’ve followed Appsmith for a while, you know that we can do a lot in 30 days!

I am here to give you all the deets; follow along!

A Headstart for Your Apps!

We’re launching templates! Our ready-made apps are easy to use, forkable, and are bound to give you a little nudge in the right direction. Directly connect your datasource and get customizing!

The Appsmith templates library will be an ever-growing forkable collection of pre-made applications. These apps span across use-cases that will speed up onboarding for new users and makes application development faster.

You can access templates on our website and inside your Appsmith dashboard.

Read the full announcement here.

All-New JSON Form Widget

We’ve just launched the JSON Form Widget, one of our most requested features. It’s live on the cloud app and will be live on the self-hosted app very soon. The JSON form widget is helpful for quickly generating (dynamic or otherwise) forms from JSON fields from queries, APIs, or JS Objects. Check out the documentation for more details.

Here's a short video on how you can generate a form from a table:

Read the full announcement here.

Promises in the Table Buttons

The table widget is one of the most used widgets on Appsmith; it gives the ability to convert column data into different data types, including buttons! With this, developers can add different actions on the onClick property of the button, for example, redirections, showing modals, running queries, etc. Appsmith supports JS throughout the platform using the moustache syntax, but using JS promises to execute actions in the sequence was limited. But now, we got you covered; the Table Button (columns that are set button type) also supports the async-await functions. All triggers are wrapped in a promise, so any missed error will result in an uncaught promise error.

Here’s a simple snippet that can be used in the table button’s onClick property to run a query and then show an alert:


{{
  (function() {
        // the .then will not run if the promise is not returned
        return MockApi.run()
            .then(() => showAlert('success'))
    })()
}}


New JS Powers to Icon Button Widget

Using JavaScript, we can dynamically add and choose icons in the icon button widget. This will allow developers to customize their applications based on conditions, actions, etc. Here’s a simple example: if you’re adding different links to an icon button widget, it can be super handy. You can update the button icon based on the URL – Google Icon when the icon button redirects to a google page, GitHub icon when the icon button redirects to a GitHub page, etc.

CleanShot 2022-03-31 at 11.51.51@2x.png

Not just that, you could also replace the close buttons on the modal with the Icon Button widget for more customization.

Product Updates

Updated Shortcuts for Ease

To create new queries on Appsmith using keyboard shortcuts, you’ll need to use Command/Control + Plus; previously, this was Option + Shift + N. To learn more about all the shortcuts on the platform, you can use Shift + ?.

CleanShot 2022-03-31 at 12.05.33@2x.png
Smart Substitution for known MongoDB Datatypes

Smart substitution handling helps users use MongoDB types like ObjectId or ISODate inside the quotes, and the query works correctly with MongoDB. With this, you can focus more on the logic than worrying about the request data. You can toggle this feature on and off on the query settings page:

CleanShot 2022-03-31 at 12.17.48@2x.png

Following are the MongoDB types that can be handled:

  • ObjectId
  • ISODate
  • NumberLong
  • NumberDecimal
  • Timestamp
Email Notifications on Comments

Several developer teams love the commenting feature on Appsmith when building internal applications together. We've added that the comment author's email is set as the comment notification email to make it more fantastic. You can update these details from the settings page.

CleanShot 2022-03-31 at 12.46.58@2x.png

New Collaborations, Technical Content, Videos & Tutorials

Last month was crazy for us; we’ve published a couple of new blog posts and have successfully hosted four live events!

  • We’ve written an in-depth tutorial on how you can dynamically generate PDF reports from Appsmith using n8n and APISheet. Note that this can also be done by using REST APIs from APISheet.
  • Confidence, our Developer Advocate, made a few guides on using the select widget, adding search for table widget, and using a debugger on Appsmith. Do check them out :)
  • We also created a very cool interview with our engineers Ashok and Rahul on how they’ve built a react library to improve the drag and drop experience on Appsmtth. Watch it here.
  • Not just these, we also pulled out an awesome How Do I Do X on Appsmith (#2) session in our community where we discussed how you could use Pagination, do bulk uploads, and some cool hacks appsmith framework. Watch it here.

If you're curious about what we were up to, look no further and follow this link.

If you’re interested in using a database not listed on our website as an integration, please let us know about it by raising a PR on Github, and we will do our best to include it at the earliest.

Join our growing community on Discord, and follow us on Youtube and Twitter to stay up to date.

Introducing JSON Forms in Appsmith
21
April
2022
Announcement

Introducing JSON Forms in Appsmith

Introducing JSON Forms in Appsmith
Somangshu Goswami
0
 minutes ↗
#
announcement
#
app-development
#
applications
#
widgets
Announcement

Forms are a core part of most internal tools since its one of the major ways in which data is created or updated. Today, we're introducing the JSON Form Widget (documentation), which allows for a fantastic form creation experience and has been one of our top requested features.

The JSON form widget is helpful for quickly generating (dynamic or otherwise) forms from JSON fields.

Here are some highlights of this widget:

Generate Forms from Database Queries, APIs, or JS Objects

Once you drag a new JSON form widget, you will see a default form rendered with some details. You can update the source data field to infer data and then generate the form. This can be bound to any query or variable containing JSON data, such as DB queries, APIs, or JS Objects. The JSON Form widget can be bound to any other widget in Appsmith as well.

Auto Generate Form When Your Data Changes

The form fields are generated according to the source data when you enable an auto-generated form. Fields are generated according to the key-value pairs in the source data. Whenever there is a change in the source data, the form fields get updated automatically.

Configure Fields As You See Fit

Field configuration shows all the fields generated automatically in the forms. You can edit the fields to tweak properties like the field type and default value and bind specific actions by using editable properties. Most fields use the underlying data type-specific widget's properties to allow a full level of customization just like the widget would. For example, if the input type is text input, the editable properties are similar to the input widget in Appsmith.

  • Array Fields allows you to add, remove, and update a group of fields together.
  • Object Fields allow you to group fields together.
  • Add New Field, disable invalid forms (and control them further with JS), and control a widget's visibility on the app page to create highly customized dynamic forms.

Some of the ways that we've seen our users use the JSON form are:

  • Customer service executives select a form template and customize it for a customer. This is stored in a database and then sent over to the customer.
  • Users can create dynamic sign-up forms, as having both the Sign-in and Sign-up forms on the same page. Conditional switching between forms is effortless because you don't need to create two forms; you only need to change the JSON data.
  • Marketing teams are using the JSON form to create personalised form-based campaigns and much more!
Note: It’s live on the cloud app and will be live on the self-hosted version very soon.

Want to explore the JSON Form in detail? Head over to the JSON Form documentation page to learn more.

What’s a Rich Text element?

asdsadasdsa

asdsadasdsa

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

sfdfsdfds

dsfdsfdsf

adfkaldf

The rich text element allows you to create and format

sadadasdasdas dsada sadas asd ad

Static and dynamic content editing

  1. vdfgdgd
  2. gjgjg

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

swzdswxzdsw