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The Actions page lets you enable services that are integrated with Looker.

How to Enable an Action

Each service integrated into Looker’s Actions page has its own requirements. The list of integrations later in this page includes links to the README files for each service. Use an integrated action’s README file to view the set up procedure, which specifies the information Looker requires about the service and could include some setup steps on the destination service.

Then you enable the integration in Looker, specifying any required information for that service.

To enable an integration:

  1. In the Admin page’s Platform section, click Actions.

  2. Find the service you want to enable, and click the Enable button to the right of the service:

    Looker displays the enablement page for that service:

  3. Set the Enabled toggle to ON.

  4. Enter the required information. You should be able to gather this information from your account with the service.

    Note that if you have configured user attributes to provide the service enablement information, click the user attribute icon ( ) to the right of the field. Then you can select the user attribute that will provide the enablement information for that field.

  5. Click Save.

Configuring Your LookML Model

Some services require specific types of data to be passed from Looker. You identify the field or fields in your LookML model that have that data by using the tags parameter.

For each service, the Actions page will provide information about the tags that are required for the service, if any. For example:

The Zapier integration states that it works with any query. There is no requirement to add the tags parameter to a field in your LookML model.

The Twilio Send Message service, however, sends a message to a list of phone numbers. It requires a query that includes a phone number field and uses the tags parameter to identify which field in the query contains phone numbers. You identify a phone number field in LookML by specifying tags: ["phone"] for that field. Your LookML for a phone number field might look like this:

measure: phone {
  tags: ["phone"]
  type: string
  sql: ${TABLE}.phone ;;
}

Be sure to identify any required fields in your LookML model with the tags parameter so that your users can use the service to send data.

How to Deliver Data

Your data can be delivered in several ways, depending on the type of integration:

Delivering Row Data

If the integration’s entry specifies that it “Works with any field” or it “Works with fields tagged with…” then it is designed to deliver a row of data to that service. After enabling the service and, if necessary, tagging fields in the LookML model, you and your users can:

  1. View the data you want in an Explore’s query, Look or dashboard. If the service specifies that it “Works with fields tagged with…” then your query or one of the dashboard’s tiles must include field(s) with any required tags.

  2. The tagged field in each row in the Explore, Look or dashboard tile will contain a dropdown list, indicated by three periods. Click on the periods to see the Actions available for that link:

  3. Click on the service in the ACTIONS section to which you want to send the row data.

Delivering a Dashboard or Query Data

If the integration’s entry specifies that it “Works with any dashboard” then it is designed to deliver a dashboard to that service. After enabling the service and, if necessary, tagging fields in the LookML model, you and your users can schedule or send dashboards using that service.

If the integration’s entry specifies that it “Works with any query” or it “Works with queries tagged with…” then it is designed to deliver an Explore or Look’s entire query results to that service. After enabling the service and, if necessary, tagging fields in the LookML model, you and your users can schedule or send the query results of a Look or in an Explore.

To send or schedule sending the dashboard or query results:

  1. Navigate to the saved content (dashboard or Look) or create an query in an Explore.

  2. Use the gear menu to send the results immediately or schedule a data delivery.

  3. Choose the service as the Destination. When starting from a Look or Explore, the service may require tagged fields which must be in the query results for the integration service to appear as a possible destination.

  4. A service may have destination-specific delivery options. Enter the information your service requires. Here is an example for sending data to the Slack service:

    The list of integrated services includes links to articles describing the destination-specific delivery options.

  5. If you are immediately sending your data, click Send. If you scheduled a data delivery, click Save All to have your data sent according to your schedule options.

List of Integrated Services

The list below shows all services that are currently integrated with Looker and includes a description of the service and the following information:

  • The URLs shown in the How to Set Up This Action column provide instructions for configuring and enabling the service to work with Looker
  • The URLs shown in the How to Use This Destination column provide descriptions of the data required to send data from Looker to the service
  • The Tags For This Action lists any required tags used with the tags parameter.

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