Mautic: Zapier integration development

[marziovit]

What type of report is this:

| Q | A |
| --- | --- |
| Bug report? | N |
| Feature request? | Y |
| Enhancement? | |

Description:

First of all i don't know if it's correct to ask for a zapier integration here but the only thing i know is that the Zapier integration thread on mautic.org forum is by far the longest thread so it means that a lot of people are interested in that integration.

I myself used this integration but now for some reason it stopped working and even worse the guy who wrote the integration looks like stopped the development.

Can please somebody continue the development of that integration?

If a bug:

| Q | A |
| --- | --- |
| Mautic version | |
| PHP version | |

Steps to reproduce:

1. 
   
   
   
   1. 
      
      

      Log errors:

   
   

_Please check for related errors in the latest log file in [mautic root]/app/log/ and/or the web server's logs and post them here. Be sure to remove sensitive information if applicable._

[npracht]

Related to https://github.com/mautic/mautic/issues/41

[marziovit]

It's NOT related because at the time the guy who wrote the integration actually worked on the development of the integration. Now users are stuck and no answer from the developer.

[escopecz]

Norman didn't say it's a duplicate. It is related and people curious about this issue might find the relation (additional information about the Zapier integration) helpful. For example a new developer don't have to start over, but can use that old integration as base for his. No harm in linking that issue.

[npracht]

Hello @marziovit,

It is but the status has involved :)
Here is the repo: https://github.com/zapur1/mautic-zapier if someone wanna make a fork and update it.

It would be great that mautic forks it and propose the edition of that repo to the community :)

N.

[marziovit]

Zpetterd said:

Turns out the functionality to be able to use dynamically generated client id's and private keys (what you copy from Mautic into Zapier) in Zapier was not intended and has been removed, the issue has been raised with Zapier but I doubt we will be able to get the functionality back....What this means is that as the authentication tokens that Zapier uses to talk to Mautic will start to fail, following this you won't be able to reconnect the integration. Your zaps will stop working and it will not be possible to get them working again.

@dbhurley Would the core team consider adding API key functionality to Mautic? OAuth isn't really designed to work in the way that it is used in Mautic at the moment...

[alanhartless]

I'm not sure I follow. Zapier seems to support oauth authentication processes which is pretty much what most APIs use today. Given I haven't looked at the Zapier integration. https://zapier.com/developer/documentation/v2/oauth-v2/

[npracht]

Hi @alanhartless i agree with you, i think OAuth is the great approach. What is correct here is that if it is depending from 1 single person, it'll be complicated to have it maintained..

I still think Mautic could make a fork or open a new repository where all the community could contribute.

[marziovit]

@npracht 100% agree with you.

BTW i only reported what Zpetterd wrote here since he is not following this thread on GitHub.

[zpetterd]

I've just found this thread. It isn't so much a problem of recreating it, it is that OAuth is being used in a incorrect way. This is the reply from Zapier

Hey Zac,

Sorry to say we can't revert that behavior. Asking a user for the secret key kind of invalidates the idea of oauth, at least as we expect our users to use it.

Really sorry about the confusion there with the undefined behavior!

For your latter question, that's definitely something we're working on: having a formal set of collaborators that can make app changes.

Justin 

Using a API key approach seems the easiest to implement to me.

I've discussed handing over the access to the development side of the Zapier integration to a member of the core team. However I was only going to do this if a large amount of changes are needed and I don't have the time(this is a lot less likely now, due to my circumstances).

Zac

[zpetterd]

Just to make it clear, at this stage there is no way to share development access of a Zapier integration with others. Apparently this is being worked on though.

[zpetterd]

The repo at https://github.com/zapur1/mautic-zapier is a simply some JavaScript that makes modifications to the structure of the data. The configuration of the triggers and actions, also the authentication is all done through the UI

[wheresmylunch]

Would support an 'official' zapier integration plugin - seems a real need in todays market to get different tools to talk to each other and zapier is a simple way to do this.... and is likely to drive more people to using mautic...

[zpetterd]

@alanhartless @escopecz I was to add functionality to Mautic such that it generates and can use API keys for API authentication alongside OAuth, would it be accepted into Mautic core?

[alanhartless]

We've had discussions around the topic of an API key option and there are concerns on my part about security and opening all access to Mautic via a single key. OAuth is the standard that most API services have gone to and/or are going to. In the next release of Mautic, the API is expanding significantly to support not only reading data but writes as well making it important to have secure access.

You'll have to forgive my ignorance as I've never developed anything for Zapier, what is the road block with implementing an Oauth process between Zapier and Mautic? (https://zapier.com/developer/documentation/v2/oauth-v2/)

Thanks Zac!

[zpetterd]

I had the same thoughts about security and API keys as well, thats the main reason I haven't gone ahead and started development.

While Zapier does support OAuth they have changed around how it is implemented. I will expand on that a bit.

Previously when someone sets up their Mautic account with Zapier they would need to enter their sites URL, the OAuth public id and secret key. These fields are what Zapier refers to as Authentication fields.

Previously the keys that the user entered were being substituted into the Zapier fields using a substitution like {{client_id}}, that kind of substitution was generic in Zapier. The problem has occurred as Zapier no longer allows substitutions in certain fields like the OAuth key fields.

Basically it boils down to Zapier previously allowing the OAuth keys to be dynamic and now no longer allowing this.

I can send through some screenshots if it isn't all linking up.

[alanhartless]

Are you saying they are now basically only supporting a single set of oauth credentials per app and thus couldn't support multiple Mautic instances?

[zpetterd]

That is exactly the problem

[zpetterd]

The authentication options that Zapier supports are

• Basic Auth
• API Key (Query string)
• API Key (Headers)
• OAuth V1
• OAuth V2
• OAuth V2 (/w refresh)
• Digest Auth
• Session Auth

[alanhartless]

Would all of the supported authentication mechanisms now be locked down to one per app as well?

[zpetterd]

In regards to OAuth I believe so as it wouldn't be possible to allow the user to enter the keys themselves. I haven't come across Digest Auth or Session Auth so can't really speak for those..

[alanhartless]

Thinking on this, maybe the most simple solution is basic auth. First, it's the easiest to implement. Second, it leverages existing user system thus makes all API related events associated with Mautic users and their role permissions just as oauth works. I guess the frequency of use increases the risk of eaves dropping and the level of encryption the credentials are stored in the 3rd party determines exactly how secure this is but I think it's a step up from an API key. Unless there are objections/arguments against that.

Obviously just as logging into Mautic over http, it would be highly recommended for Mautic to be https if using basic auth since the username and clear text password can be easily decrypted from the header. But the same goes for API keys.

To enable basic auth in Mautic's API, one line of code added to this array https://github.com/mautic/mautic/blob/afb4da4491ac2f12e8500d504906bd20f8ff47ee/app/config/security.php#L85

                'http_basic'         => true,

If we wanted to make it configurable (preferably) a few additional lines of code would be required.

1. Add the new parameter key that defaults to false here https://github.com/mautic/mautic/blob/afb4da4491ac2f12e8500d504906bd20f8ff47ee/app/bundles/ApiBundle/Config/config.php#L180 'api_enable_basic_auth' => false,
2. Add the config option here https://github.com/mautic/mautic/blob/afb4da4491ac2f12e8500d504906bd20f8ff47ee/app/bundles/ApiBundle/Form/Type/ConfigType.php#L29-L29 (and of course language strings added to messages.ini)
3. Then use the parameter name in https://github.com/mautic/mautic/blob/afb4da4491ac2f12e8500d504906bd20f8ff47ee/app/config/security.php#L85 instead of true. %mautic.api_enable_basic_auth%

@escopecz @dongilbert @dbhurley Thoughts? Objections?

[zpetterd]

That sounds easy to implement, I could add a warning to the Zapier side that HTTPS should be used as well. From the configuration options for Basic Auth in Zapier it also appears that it will work. I will test it out and get back to you.

[wheresmylunch]

How is this going? Interested in understanding how to reinstate zapier on new https instance.

[zpetterd]

I've wiped my computer since last doing any Mautic development so I'm
having to get that setup again. I've mostly moved to Docker for local
development but the Mautic image appears to be quite outdated and unusable
which is slowing me down.

On Mon, 14 Nov 2016, 11:12 PM wheresmylunch [email protected]
wrote:

How is this going? Interested in understanding how to reinstate zapier on
new https instance.

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[wheresmylunch]

Is there an instance that the mautic guys can help you with? They can probably spin up a server instance quite quickly I would have thought?

From: Zac Petterd [mailto:[email protected]]
Sent: 15 November 2016 22:37
To: mautic/mautic [email protected]
Cc: Simon Hague [email protected]; Comment [email protected]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

I've wiped my computer since last doing any Mautic development so I'm
having to get that setup again. I've mostly moved to Docker for local
development but the Mautic image appears to be quite outdated and unusable
which is slowing me down.

On Mon, 14 Nov 2016, 11:12 PM wheresmylunch [email protected]
wrote:

How is this going? Interested in understanding how to reinstate zapier on
new https instance.

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[zpetterd]

I can confirm that it that HTTP basic auth appears to work. I will get a merge request for the changes @alanhartless mentioned, thanks for that! It made it much easier to test

[wheresmylunch]

That is fantastic news – is this using https though so the headers are encrypted. Thanks for your efforts on this Zac

From: Zac Petterd [mailto:[email protected]]
Sent: 16 November 2016 09:44
To: mautic/mautic [email protected]
Cc: Simon Hague [email protected]; Comment [email protected]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

I can confirm that it that HTTP basic auth appears to work. I will get a merge request for the changes @alanhartlesshttps://github.com/alanhartless mentioned, thanks for that! It made it much easier to test

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[zpetterd]

@wheresmylunch, HTTPS is provided by your web server (typically Nginx or Apache) and needs to be turned on there. This can't be controlled by Mautic, the best that could be done is to only allow HTTPS connections using HTTP basic auth

[wheresmylunch]

Great – have https on server already so good to go…

From: Zac Petterd [mailto:[email protected]]
Sent: 16 November 2016 11:11
To: mautic/mautic [email protected]
Cc: Simon Hague [email protected]; Mention [email protected]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

@wheresmylunchhttps://github.com/wheresmylunch, HTTPS is provided by your web server (typically Nginx or Apache) and needs to be turned on there. This can't be controlled by Mautic, the best that could be done is to only allow HTTPS connections using HTTP basic auth

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[marziovit]

Hey Zac, could you please translate for humans what does this mean?

[zpetterd]

@marziovit have a read of this https://www.instantssl.com/ssl-certificate-products/https.html . Unless your site has HTTPS enable by your hosting provider your username and password can be read by anyone intercepting the request. If there is https:// already in the URL bar then it is likely already setup for you, otherwise you need to contact your hosting provider.

[marziovit]

I do have SSL, the question i have is if the Zapier integration is already fixed or it will be implemented in the next release?
P.S. while you work at this, could you please add tags to the create/updated contact action in Zapier and remove all the company related fields which aren't used anymore in Zapier?
Thanks a lot!

[zpetterd]

Mautic code changes need to be merged and released so I haven't made the
Zapier changes public yet.

As for tags, I need to double-check the API, as they may not be possible to
implement.

All the fields you see are collected in real-time from Mautic. If you see
the fields then they are also shown in Mautic, hence no removable on the
Zapier side. Instead remove any fields you do not wish to see in Mautic
itself.

On Thu, 17 Nov 2016, 7:54 PM marziovit [email protected] wrote:

I do have SSL, the question i have is if the Zapier integration is already
fixed or it will be implemented in the next release?
P.S. while you work at this, could you please add tags to the
create/updated contact action in Zapier and remove all the company related
fields which aren't used anymore in Zapier?
Thanks a lot!

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[wheresmylunch]

@alanhartless - any news on merging and releasing code yet? Keen to get the zapier integration working again.

[wheresmylunch]

Zac - See that 2.3 update has incorporated “Allow the use of HTTP basic auth for the API” from https://github.com/mautic/mautic/pull/2957 - is this the update that is needed so you can ‘go public’?

Thanks

Simon

From: Zac Petterd [mailto:[email protected]]
Sent: 17 November 2016 09:00
To: mautic/mautic [e-mail]
Cc: Simon Hague [e-mail]; Mention [e-mail]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

Mautic code changes need to be merged and released so I haven't made the
Zapier changes public yet.

As for tags, I need to double-check the API, as they may not be possible to
implement.

All the fields you see are collected in real-time from Mautic. If you see
the fields then they are also shown in Mautic, hence no removable on the
Zapier side. Instead remove any fields you do not wish to see in Mautic
itself.

On Thu, 17 Nov 2016, 7:54 PM marziovit <[email protected][e-mail]> wrote:

I do have SSL, the question i have is if the Zapier integration is already
fixed or it will be implemented in the next release?
P.S. while you work at this, could you please add tags to the
create/updated contact action in Zapier and remove all the company related
fields which aren't used anymore in Zapier?
Thanks a lot!

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[zpetterd]

@wheresmylunch This is the feature request which is needed to allow the Zapier integration to be open to the public https://github.com/mautic/mautic/issues/1591 . #2957 resolved a problem with authentication.

@marziovit I'm in contact with Zapier to get the changed integration deployed (it needs to be done manually due to the significant changes needed)

[marziovit]

@zapur1 awesome!

[Travis1282]

We are all anxiously waiting!!!

[RickMZ]

Any updates regarding this FR?

Thanks!

[vexersa]

I'd love some updates, too. :)

On 18 January 2017 at 12:37, RickMZ [e-mail] wrote:

Any updates regarding this FR?

Thanks!

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[wheresmylunch]

I can’t get it to work so any update would be fantastic – critical to continuing with Mautic

From: Andrew Childs [mailto:[email protected]]
Sent: 18 January 2017 10:59
To: mautic/mautic [e-mail]
Cc: Simon Hague [e-mail]; Mention [e-mail]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

I'd love some updates, too. :)

On 18 January 2017 at 12:37, RickMZ <[email protected][e-mail]> wrote:

Any updates regarding this FR?

Thanks!

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[snol123]

Same here on updates, this would really open Mautic up to a lot more possibilities

[zpetterd]

Development of this has been handed over to the Mautic core team. Hopefully they have the time to work out why it isn't currently working.

[vexersa]

Thanks for the update Zac. Here's to hoping!

On 23 January 2017 at 22:15, Zac Petterd [e-mail] wrote:

Development of this has been handed over to the Mautic core team.
Hopefully they have the time to work out why it isn't currently working.

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[comunidademagento]

Hello,

The integration between Mautic and Zapier work?

I try follow this article, but not work.

https://medium.com/@zpetterd/getting-mautic-cooperating-with-zapier-3267bd2e72ea#.mcpf8qwr9

Generate 404 error.

See image.

[vexersa]

It seems not. This must be the most requested integration...

On Fri, 24 Feb 2017, 21:37 Comunidade Magento [e-mail]
wrote:

Hello,

The integration between Mautic and Zapier work?

I try follow this article, but not work.

https://medium.com/@zpetterd/getting-mautic-cooperating-with-zapier-3267bd2e72ea#.mcpf8qwr9

Generate 404 error.

See image.

[image: captura de tela de 2017-02-24 16-26-21]
https://cloud.githubusercontent.com/assets/7476455/23317987/748cae68-faaf-11e6-86ef-5d63020f6dde.png

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[comunidademagento]

Hello My Friends,

Please vote for implement integration between Mautic and Piesync.

http://www.piesync.com/connections/

Thanks for your participation.

[vexersa]

Done.

On Fri, 24 Feb 2017, 22:09 Comunidade Magento [e-mail]
wrote:

Hello My Friends,

Please vote for implement integration between Mautic and Piesync.

http://www.piesync.com/connections/

Thanks for your participation.

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[mcneela86]

Hi Mautic team, I am currently on 2.7.1 and using the beta Zapier integration. Is there any word on getting a stable released?

[IncrentaDev]

Zapier is not working in self-hosted instance because zapier auth url is not being parsed correctly. If you see the url when the system prompt you to enter credentials (i'm getting 404 not found) you will see that the url parameter client_id= is note being parsed, should be something like client_id=x_xxxxxxgcswco48go8k8w0ok8w08swcsk8s0s08084cw and zapier it's sending client_id=client_id=%7B%7Bpublic_key%7D%7D. You can fix this using a redirect url in your sistema to the same url with the client_id.

This is not a end solution but maybe helps you while they fix this.

Please, fix it!

[petebytes]

Is the source for the Zapier integration available?

[escopecz]

Hey guys!

We need your help with testing the new Zapier-Mautic App. Without 10 Zapier accounts using that app, we cannot "promote" it to the Zapier app library so everyone could easily select it in Zapier and use it. I can send you a test access to that app if you fill in this form. It won't be immediate since I have to do it manually for everyone.

Requirements: your Mautic instances must run Mautic 2.9.0 (will be released within 2 weeks or so) or you must apply https://github.com/mautic/mautic/pull/4200 PR if you have skills to do so.

Edit: When selecting the Mautic app at Zapier, select the Mautic 1.0.0. There are others.

Oh, and if you find some problem with it, please report it to https://github.com/mautic/mautic-zapier/issues

[IncrentaDev]

hi @escopecz

I hope this helps you, it contains some methods that i used in my zapier app for create/update a contact , load custom action fields from mautic and uses oauth v2 (It's functional right now) it would be interesting implement this create/update action and load dynamically the custom action fields.

https://codeshare.io/5ePQOx

[escopecz]

I don't see any code when I follow the link. But the Mautic-Zapier app is open source, the source code is on GitHub, so if you want to make any changes to it, send a pull request, please.

https://github.com/mautic/mautic-zapier

[IncrentaDev]

Sorry i fixed.

I will take a look 👍

[KJURKOWSKIHCS]

Hi @escopecz , are you still giving out test access to the Mautic-Zapier app? I've been looking for this solution for a long time now, and so happy it is finally making it into production. I submitted the form and awaiting test access if possible!

[escopecz]

Alright guys, we have 7 active users after 23 days. We need 10 to make the Zapier app published in their library and everyone could simply select it and use it. I was hoping we get 10 testers quickly and easily when I read your comments.

Please configure some trigger or action and let it run. Let's get some community power into this testing! Help us make the Mautic-Zapier app available for everyone.

[vexersa]

Hi John,

I'd like to do this!

I ran into some trouble when trying to update my Mautic instance. Could you
send a guide?

On 14 July 2017 at 09:38, John Linhart [e-mail] wrote:

Alright guys, we have 7 active users after 23 days. We need 10 to make the
Zapier app published in their library and everyone could simply select it
and use it. I was hoping we get 10 testers quickly and easily when I read
your comments.

Please configure some trigger or action and let it run. Let's get some
community power into this testing! Help us make the Mautic-Zapier app
available for everyone.

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[escopecz]

The guide as a little bit above. The news is that Mautic 2.9.0 stable was released last night, so there is no technical blocker to test the Zapier app now.

[vexersa]

Excellent. Will setup asap.

On 14 July 2017 at 09:57, John Linhart [e-mail] wrote:

The guide as a little bit above
https://github.com/mautic/mautic/issues/2838#issuecomment-309875567.
The news is that Mautic 2.9.0 stable was released last night, so there is
no technical blocker to test the Zapier app now.

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[wheresmylunch]

Just sent request for the zapier application.

Will test when I can see it.

From: Andrew Childs [mailto:[email protected]]
Sent: 14 July 2017 09:11
To: mautic/mautic [e-mail]
Cc: Simon Hague [e-mail]; Mention [e-mail]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

Excellent. Will setup asap.

On 14 July 2017 at 09:57, John Linhart http://llink.to/?u=mailto:notifications%40github.com&e=f9ad4c5cbd674534902da92909bf7f90> wrote:

The guide as a little bit above
https://github.com/mautic/mautic/issues/2838#issuecomment-309875567>.
The news is that Mautic 2.9.0 stable was released last night, so there is
no technical blocker to test the Zapier app now.

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[petebytes]

Awesome, I have a couple of sites to integrate.
Submitted 2 emails on the https://m.mautic.com/form/46 form

[escopecz]

You need to submit once per Zapier account, not per Mautic installation ;)

[KJURKOWSKIHCS]

Tested out the zap with 2.9.0, works great!

On Fri, Jul 14, 2017 at 9:29 AM John Linhart [e-mail]
wrote:

You need to submit once per Zapier account, not per Mautic installation ;)

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>

Krystian Jurkowski
B.A. Honors Candidate Computer Science
Secondary in Statistics
Harvard University Class of 2019

[wheresmylunch]

Ok - so is this the one I can see as Mautic API V2?

From: John Linhart [mailto:[email protected]]
Sent: 14 July 2017 14:29
To: mautic/mautic [e-mail]
Cc: Simon Hague [e-mail]; Mention [e-mail]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

You need to submit once per Zapier account, not per Mautic installation ;)

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[escopecz]

@wheresmylunch I'm not sure what you mean. I may need some more context.

[wheresmylunch]

Apologies John, Crossed wires. I currently have 3 mautic zapier apps on my account (51025, 52552 and 65014) - the latter called Mautic v2 API. I believe not from your core team. So, still need access to the 'latest' one please...

Thanks ever so much

From: John Linhart [mailto:[email protected]]
Sent: 14 July 2017 18:27
To: mautic/mautic [e-mail]
Cc: Simon Hague [e-mail]; Mention [e-mail]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

@wheresmylunchhttp://llink.to/?u=https://github.com/wheresmylunch&e=e41d512804ae4801bdd75e0ebff56fcf I'm not sure what you mean. I may need some more context.

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[escopecz]

I've sent you invitation twice already. You didn't receive it? I sent it again. I can see that you did not accept it.

[wheresmylunch]

John - Installed this – looks good so far! Managed to connect to my instance and inject records into Mautic – Just what is needed!

Thanks for your work on this 😊

From: John Linhart [mailto:[email protected]]
Sent: 14 July 2017 19:39
To: mautic/mautic [e-mail]
Cc: Simon Hague [e-mail]; Mention [e-mail]
Subject: Re: [mautic/mautic] Zapier integration development (#2838)

I've sent you invitation twice already. You didn't receive it? I sent it again. I can see that you did not accept it.

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[escopecz]

@KJURKOWSKIHCS it's really not a good idea to ask in the issue dedicated to Zapier about unrelated issues. Search the issues yourself if you want to confirm that others are having some issue you do. I found it for you: https://github.com/mautic/mautic/issues/4349

[KJURKOWSKIHCS]

Sorry @escopecz , lesson learned! Removed from thread

[awurman]

do you need more testers?

[escopecz]

We have enough testers now. Thanks for asking! But if you'd like to use the app before it will be approved by Zapier, you can still fill in the form and I'll invite you.

[awurman]

any news? thanks!