Connect Looker and Relate

Both apps 46Looker 24Relate 22

• Trigger
  New Dashboard

  Triggers when a new dashboard is created in Looker.

• Trigger
  New Look

  Triggers when a new Look is saved in Looker.

• Trigger
  New User

  Triggers when a new user is added to Looker.

• Action
  Add Group

  Creates a new user group in Looker (admin only).

• Action
  Add Role(s) to User

  Sets the roles assigned directly to a Looker user, replacing their current direct roles.

• Action
  Add Scheduled Plan

  Creates a scheduled plan that delivers a Look, dashboard, LookML dashboard or query to one or more destinations on a recurring schedule.

• Action
  Add User to Group

  Adds a user to a Looker group.

• Action
  Create Credentials - Email

  Adds an email login to a Looker user.

• Action
  Create Render Task

  Starts rendering a Look to an image or PDF; use Get Render Task Results with the returned ID once it finishes.

• Action
  Create User

  Creates a new user in Looker with the given name and details.

• Action
  Delete User

  Deletes a user from Looker.

• Action
  Execute SQL Query

  Creates a SQL Runner query on a Looker connection and returns its slug for running.

• Action
  Find User

  Finds Looker users matching an email or name.

• Action
  Get Dashboard

  Returns the full details of a Looker dashboard, including its tiles, filters and layouts.

• Action
  Get Look

  Returns a saved Look's details, including its title, folder, owner, URLs and the query behind it.

• Action
  Get Render Task Results

  Returns the image or PDF file produced by a completed render task.

• Action
  Get User

  Returns a Looker user's details by user ID, including name, email, roles, groups and credentials.

• Action
  List Dashboards

  Returns all active dashboards in your Looker instance with summary details such as id, title and folder.

• Action
  List Groups

  Returns the user groups in your Looker instance, optionally filtered by ID or content access.

• Action
  List Looks

  Returns all active Looks the connected user has access to, with their titles, folders and owners.

• Action
  Run inline query

  Runs a query defined on the spot (model, explore, fields, filters) and returns its results in the chosen format.

• Action
  Run Look

  Runs a saved Look and returns its result rows.

• Action
  Send Password Reset or Account Setup Email

  Sends a Looker user a password reset email, or an account setup email if they have not set up their account yet.

• Action
  Update User

  Updates a Looker user's name, home folder, locale or disabled status, and returns the updated user.

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.