At iAuditor, we want to help our customers monitor their key metrics, this can be done automatically using Sensors. We appreciate the value in accurate and real-time readings but understand that it is even more important to be alerted when something goes out of critical range.
This article demonstrates how to alert the right people at the right time by creating custom notifications using Zapier, into Jira - an internal issue tracking system. Your organization may utilise a different method of tracking internal issues, requests or tickets. The principle of this guide however, is much the same. Once set up, the integration will allow your team to plan effectively, track issues, make informed decisions, and take appropriate action as soon as possible.
- Access to the Sensors feature within your iAudior account. Click here to learn more about sensors and how to sign up.
- A Sensor & Gateway set up and transmitting data via iAuditors self-serve setup.
- Zapier subscription (for Multi-Step Zaps)
- Jira account
Steps to set up your Zap
Each Zap is set up using a single trigger and a series of actions. A trigger in Zapier is the event that causes particular results and an action is the process that is the result of the trigger.
In this setup, Zapier’s built-in application ‘Email by Zapier’ will be used as the initial trigger. This will pick up sensor alerts in iAuditor, then use Jira Software Cloud to pull information and create custom tickets.
Trigger: 1. Email by Zapier
- Setup or sign-in to your Zapier account
- Select “Make a Zap!” (+ icon) in the upper left-hand corner
- Step 1 prompts you to input a “Trigger” app
- Search for “Email by Zapier”
- Select “Email by Zapier” as the trigger app
- Select “New Inbound Email” as the trigger event
- Click “Continue”
- Next, create your unique Zapier email address.IMPORTANT NOTE
Give this email address a consistent naming convention, then copy and store it safely, as you will need it in later steps.
- Click on “Skip Test”, as there would be no data to test at this stage
Intermediary Step: Setting up a Sensors Alert
- Log into your iAuditor account
- Select Sensors from the navigation panel on the left-hand side
- Click on your chosen sensor tile
- A detailed alerts screen populates with a graph of sensor performance
- Scroll to find the alerts toggle
- Enable alerts for either Temperature or Device alerts
You may see different alerts here depending on which type of sensor you have. Select the relevant alert to your sensor and use case.
- Set your parameters for alerts
- Select Email under “Send notification to”
- Paste in the Zapier email that you previously copied from trigger setup, step 8.
- Click “Save”
It’s a good idea to set the alert parameters to something that will definitely trigger an alert at this stage. This will help in setting up and testing your Zap.
- Head back to Zapier
- Click on the Find Data section within your New Inbound Email step.
- Select “Pull in My Samples.” This may take some time as it relies on the reception of a sensor alert.IMPORTANT NOTE
Steps 9,10 & 11 are optional however, it will make the below steps easier when setting up your custom alert.
Action: 2. Create Issue in Jira Software Cloud
- Click on the “Do this” section to add another step
- Search for “Jira Software Cloud”
- Select “Jira Software Cloud” as your action app
- Choose “Create Issue” as the Action Event.
- Click “Continue”
- Connect your Jira account by clicking on “Add a New Account” and logging in from the pop-up window
- Select your project board in Jira
- Choose your “Issue Type”
- You can now populate a Jira ticket with custom information pulled in from your sensors alert IMPORTANT NOTE
If you haven’t already, It may be helpful to trigger a sensor alert at this stage and re-test your first step. This will pull through a real example allowing you to populate your ticket with real data.
Once the initial trigger and your Zapier email are set up, there are a number of alternative steps you can carry out that may be more appropriate to your organization.
- Use the trigger event “Email Parser by Zapier” to pull selected information into your custom alert. IMPORTANT NOTE
This step is a more advanced trigger and will require further knowledge of Zapier.
- Send data from your initial alert to create a new row in a spreadsheet.
- Create Slack notifications to specific users or groups to notify them in real-time.
- Connect Zapier with other applications to push your sensor alerts information, for example, Salesforce.