> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier

> This page outlines the steps to connect Zapier to Connect AI using the [OData](/en/API/OData-Dashboard) protocol. This requires the use of workspaces. See the [Workspaces](/en/Workspaces) documentation for more information.

## Prerequisites

Before you connect, you must first do the following:

* Connect a data source to your Connect AI account. See [Sources](/en/Sources) for more information.
* Create a [Workspace](/en/Workspaces). Later, you will use the **OData Service URL** on that page (*[https://cloud.cdata.com/api/odata/\{workspace\\\_name}](https://cloud.cdata.com/api/odata/\{workspace\\_name})*) with the relevant workspace name to establish the connection.
* Generate a Personal Access Token (PAT) on the [Settings](/en/Settings#personal-access-tokens) page. Copy this down, as it acts as your password during authentication.

## Connect to Connect AI

To establish a connection from Zapier to Connect AI using the OData protocol, follow these steps.

<Steps>
  <Step>
    Log in to Zapier.
  </Step>

  <Step>
    Click **Create Zap**.
  </Step>

  <Step>
    In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath.

    <Frame>
      <img src="https://mintcdn.com/cdata/L-wC-3th9ZUn-60n/en/images/zapier_client_01.png?fit=max&auto=format&n=L-wC-3th9ZUn-60n&q=85&s=485fe2826b1fc0b7ff91e0c97837f367" alt="" width="872" height="769" data-path="en/images/zapier_client_01.png" />
    </Frame>
  </Step>

  <Step>
    Under Event, select **Retrieve Poll**.

    <Frame>
      <img src="https://mintcdn.com/cdata/L-wC-3th9ZUn-60n/en/images/zapier_client_02.png?fit=max&auto=format&n=L-wC-3th9ZUn-60n&q=85&s=0c8db7f120eb5545944ff9170b99468d" alt="" width="1395" height="1242" data-path="en/images/zapier_client_02.png" />
    </Frame>
  </Step>

  <Step>
    Fill in the connection details:

    * **URL**: Enter the OData URL.
    * **Key**: Enter "value.name".
    * Authentication details: Fill in **Basic Auth** or **Headers**. The basic option requires a user and password separated by a pipe (`|`) symbol. The headers option requires a request type header with encoded credentials.

    <Frame>
      <img src="https://mintcdn.com/cdata/L-wC-3th9ZUn-60n/en/images/zapier_client_03.png?fit=max&auto=format&n=L-wC-3th9ZUn-60n&q=85&s=5438b2b989ce73774b1a08d0e301fec3" alt="" width="810" height="1320" data-path="en/images/zapier_client_03.png" />
    </Frame>
  </Step>

  <Step>
    Click **Test**. If the connection is set up properly, sample records will appear.

    <Frame>
      <img src="https://mintcdn.com/cdata/L-wC-3th9ZUn-60n/en/images/zapier_client_04.png?fit=max&auto=format&n=L-wC-3th9ZUn-60n&q=85&s=bda22c97d81cac907561a7d5734b37ed" alt="" width="830" height="1182" data-path="en/images/zapier_client_04.png" />
    </Frame>
  </Step>
</Steps>