How to use Robolytix with Zapier

Robolytix is the key online analytic and monitoring tool for Robotic Process Automation using Sonar technology to evaluate, audit, monitor and improve performance of robots operating on any application or RPA platform. This tutorial will guide you to analyze you Zaps in Zapier.

Zapier is an online tool for connecting applications and workflow automation. You can use it for automation of your daily task by connecting various services together.

Prerequisites 

To use Robolytix with Zapier, it is necessary to have a Robolytix account.

If you do not have one, you can create the account at Robolytix.com and make basic settings using the onboarding wizard. 

Video Tutorial

Video Tutorial - How To Use Robolytix With Zapier

Connecting The Robolytix Service To Zapier

To connect your Robolytix account to Zapier, you must provide access to processes in your account. In Zapier, you are asked to provide an API key during creation of connection. To get your key, log in to your Robolytix account and generate it in settings menu. See detailed walkthrough Obtain Robolytix API key.

Creating new connection in Zapier
Creating new connection in Zapier
  1. From the left navigation menu, select Settings. On the Settings page, select API keys in the menu and then click on New API key button. 
  2. Copy the unique key and add a new connection to Zapier with this key. 
Creating API key In Robolytix

Use Sonars in Zapier

Robolytix Sonar in Zapier
Robolytix Sonar in Zapier

Process monitoring is performing by using Sonar checkpoints. The Sonars are at the beginning of the process, at all ends of the process, and at main branches in the process.  Each Sonar embedded in the process contains the following settings:

  • Name 
    The name of the Sonar should reflect the state of the process and clearly describe surrounding step in the process. 
  • Process 
    Select a process from the list. The list contains all processes from your Robolytix account. If you don’t see your process in the list, make sure the process you want is already existing in your Robolytix account. 
  • Type 
    The type of sonar determines its location within the process and must be one of the following values:
    | Start | is the first checkpoint in the process. 
    | Continuous | are checkpoints anywhere in the process. Of course, more continuous Sonars means more advanced statistics. 
    | End | is the last checkpoint in the process. The process can have one or more “end” Sonars in different branches of the process. 
    | Error | is special type designed to receive error information about process exceptions.
  • Run identification
    For advanced reporting, we recommend identifying each separate run process by a unique identifier. The unique identifier can be a variable generated by “start” Sonar and passed to all other Sonars in the process.

Add Sonar action to your Zap

Now you can add Sonars to your Zaps. First step is to add Sonar with type start to the beginning of the process. Set field Name properly with clear description and choose your process in Robolytix. You can create new process in Robolytix by following detailed guide Setting up processes in Robolytix.

Robolytix Zapier Sonar setup
Robolytix Zapier Sonar Setup

Second step is to mark end of the process. Add Sonar with type end and set value for parameter Run identification to output variable Run identification from the first Sonar.

Now you can add as many Sonars as you want. Good practice is to add Sonar to each important branch and each big loop in you process. Use Sonar type common, or type error for handling errors.

Show your data in Robolytix

Robolytix messages list
Robolytix messages list

After proper process execution go to Robolytix platform and check process statistics. It is possible to show all recent messages sent to specified process. Go to Settings -> Processes menu and select list of process messages.

When you have any problems with implementation look at the Robolytix Demo task. There is also Robolytix Support Forum for following questions.

Robolytix is the key online analytis tool for Robotic Process Automation using independent Sonar technology to monitor and audit robots operating in any RPA platforms.

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