The API Call trigger in Salesmate allows you to start a flow when an external system or application sends an API request to Salesmate.
Topics Covered:
How to Configure API Call Trigger
- While creating the Trigger Based Flows select API Call trigger
- Once selected, you would then need to configure the Trigger.
- As you click on the block, a pop will open to add following details.
- Name: Provide a clear and descriptive name to identify the trigger.
- Description: Write a brief explanation of what the trigger will do.
- This is the endpoint URL that external systems will use to send the API call. Copy this link and share it with the system that will trigger the flow.
- Basic Authentication: Set up basic authentication credentials (username and password) if required to ensure that only authorized systems can access and trigger the flow via the API call.
- Once done, click on Save.
Practical Example
Let’s set up a smart flow that triggers the creation of a new deal in Salesmate whenever an opportunity is logged through an API call. This approach ensures that all deals remain organized and centralized.
Comments
0 comments
Article is closed for comments.