Export data to a CSV file and deliver it

A common automation: fetch a set of records, turn them into a CSV file, and send that file to another system. The chain looks like this — click any step for what it does:

Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.

Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.

Click a step to see what it does.

How it works

1. Start hands off to the first action.
2. Rest (GetData) fetches the rows to export — here, from a named analytics query.
3. Csv (CreateCsv) turns those rows into a CSV, choosing which columns to include with dataColumns.
4. Rest (DeliverFile) sends the file on, attaching it as Base64 with the ToBase64 pipe: {{['CreateCsv']$ | ToBase64}}.
5. Result returns the outcome.

The full automation

ExportExpensesToCsv

[
  {
    "actionType": "Start",
    "name": "Start",
    "next": "GetData"
  },
  {
    "actionType": "Rest",
    "name": "GetData",
    "next": "CreateCsv",
    "Method": "POST",
    "bodyMediaType": "Json",
    "url": "https://apiv2.example.com/api/analytics/globalQuery/Expense - Export/execute",
    "body": "{}"
  },
  {
    "actionType": "CreateCsv",
    "name": "CreateCsv",
    "next": "DeliverFile",
    "hasHeaderRecord": true,
    "delimiter": ",",
    "quote": "\"",
    "data": "{{['GetData'].Content.Data}}",
    "dataColumns": [
      "Employee",
      "CostCenter",
      "TotalValue",
      "ExpenseDate"
    ]
  },
  {
    "actionType": "Rest",
    "name": "DeliverFile",
    "next": "Exit",
    "Method": "POST",
    "bodyMediaType": "Raw",
    "url": "https://intake.example.com/api/files",
    "body": "{\"fileName\":\"expenses.csv\",\"content\":\"{{['CreateCsv']$ | ToBase64}}\"}",
    "requestHeaders": [
      {
        "name": "Content-Type",
        "value": "application/json"
      }
    ]
  },
  {
    "actionType": "Result",
    "name": "Exit",
    "httpResponse": {
      "statusCode": 200,
      "headers": {},
      "body": "{{['DeliverFile']}}"
    }
  }
]

Adapt it

Change the query URL and dataColumns to your data, and point DeliverFile at wherever the file should go. To email the file instead, swap DeliverFile for an E-mail action — see Send an email notification.