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Zapier - Setup

Goal of this tutorial is to setup the OAuth connection between Zapier and Snowflake. We'll follow up with how to reference Snowflake tables in Zapier.

Video

Video still in development.

Requirements

  • Snowflake account, you can use a free trial. We also assume no complex security needs.
  • Zapier account, you can setup a free account to get started.

Setup

Lets start by setting up a Snowflake connection to Google Cloud Storage. After that we'll create and load data into some Iceberg tables.

Zapier

Sign into your Zapier account and head to App Connections. login

We'll add a new connection. add connection

Search Snowflake and add the Snowflake option. search

From there a window will open where we'll need to copy the redirect URI so that we can enter it into Snowflake to get both our client ID and client secret from Snowflake. copy uri

Snowflake

Inside of Snowflake we'll open a new sql worksheet and add the code below with our redirect URI.

If you don't have a database, schema or warehouse yet. 
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use role sysadmin;

-- Create a database to store our schemas.
create database if not exists raw;

-- Create the schema. The schema stores all our objectss.
create schema if not exists raw.zapier;

/*
    Warehouses are synonymous with the idea of compute
    resources in other systems. We will use this
    warehouse to call our user defined function.
*/
create warehouse if not exists development 
    warehouse_size = xsmall
    auto_suspend = 30
    initially_suspended = true;

use database raw;
use schema zapier;
use warehouse development;


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use role accountadmin;

create or replace security integration oauth_zapier
  type = oauth
  enabled = true
  oauth_client = custom
  oauth_client_type = 'CONFIDENTIAL'
  oauth_redirect_uri = '<REDIRECT URI>' /* (1)! */
  oauth_issue_refresh_tokens = true
  oauth_refresh_token_validity = 7776000;

with integration_secrets as (
  select parse_json(system$show_oauth_client_secrets('OAUTH_ZAPIER')) as secrets
)

select
  secrets:"OAUTH_CLIENT_ID"::string     as client_id,
  secrets:"OAUTH_CLIENT_SECRET"::string as client_secret
from
  integration_secrets;

  1. Queue URL
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use role accountadmin;

create or replace security integration oauth_zapier
  type = oauth
  enabled = true
  oauth_client = custom
  oauth_client_type = 'CONFIDENTIAL'
  oauth_redirect_uri = 'https://zapier.com/dashboard/auth/oauth/return/SnowflakeCLIAPI/'
  oauth_issue_refresh_tokens = true
  oauth_refresh_token_validity = 7776000;

with integration_secrets as (
  select parse_json(system$show_oauth_client_secrets('OAUTH_ZAPIER')) as secrets
)

select
  secrets:"OAUTH_CLIENT_ID"::string     as client_id,
  secrets:"OAUTH_CLIENT_SECRET"::string as client_secret
from
  integration_secrets;
CLIENT_ID CLIENT_SECRET
E77FnK68beS......mKYD0CX1ZU= iw+0Q8SKcZVkExnr77y....jgAT5HoCDWg8nyXZsDFo=

After we have generated our client ID and client secret we'll want to add them to our zapier pop up window. Next we'll get our account name by going to our account setting page in Snowflake. accout name

From there we will copy our Account Identifier to be added as our account in Zapier. update account form

Testing Connection

Warning

You can NOT use a user with accountadmin privligies to login. Please create a new user if you only have one user by:

create user service_zapier PASSWORD='Password123456';
grant role <role name> to user service_zapier;

Now we have finished adding in all the required information we might want to also preset the role, database and schema this can make our lives easier later on when we are referencing tables that we already know where they exist. required vs optional inputs

Warning

You can NOT use a user with accountadmin privligies to login. Please create a new user if you only have one user by:

create user service_zapier PASSWORD='Password123456';
grant role <role name> to user service_zapier;

Now login via your user that's not using account admin. login

Once you login you'll be brought back into app connections where we can test the connection. view connection

Click on the three dots and then test connection. test connection

If the connection is successful your ready to build using Snowflake connection. success

Build

Lets build using our connection, one first select your connection in the configuration settings. add zap

Next we'll want to add our table, if you want to use the full path of the table you can select custom and then use the path via: ..

table location