This action enables you to use APIs or Webhooks, providing a valuable tool for technical users to transfer data between different applications. If you're not familiar with making API calls and their functioning mechanisms, we recommend consulting your developer for assistance.
Topics Covered:
How to use "API Call/ Webhook" Action?
- While setting up the Smart Flow, select "API Call/ Webhook" action.
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To create an API call, you’ll need to provide the following details
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Name: A descriptive name for your API call.
- Description: Briefly describe what this API call does.
- API Name: Specify the name of the API you are calling.
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Basic Auth:
- Username: (Optional) Your username for authentication.
- Password: (Optional) Your password for authentication.
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Method: Choose the HTTP method for your request:
- GET (Default)
- POST
- PATCH
- PUT
- DELETE
- URL: This is a required field. It can be a hardcoded URL or generated using Salesmate variables.
- Headers: (Optional) Specify any headers needed by the receiving system, using a mix of hard-coded text and variable inputs from earlier steps.
- Body: (Optional) Include form-data, x-www-form-urlencoded, or raw JSON data for your API request. Note that this input will not be applicable for GET requests.
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- Once you’ve filled out all required fields, make sure to hit Save.
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Practical Example:
If you're using the third-party application "Asana" for project management and want to automatically fetch deal information from Salesmate into Asana, you can create a flow that uses the "API/Webhook" action.
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