Custom integration to receive data from external systems

Connectif allows you to receive data from external systems to make use of information that is not registered by default in the platform. Through a custom integration, you can synchronize your contacts' data based on events generated on other platforms.

In this article, you’ll learn how to create a custom integration to receive data.

  

Implementation time: 20 minutes.
Difficulty: Medium
When to use it: When you need to receive data in Connectif that is generated in external systems or applications.

 

STEP 1 - Creating the custom integration

1. Go to "Integrations > Custom" and click  Create new integration.

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If you work with an ERP, we recommend following these steps to synchronize the data with your Connectif account.

2. Set the "Integration name" field to identify the integration.

3. (Optional) Customize the color, add a description, or categorize the integration.

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4. Click  Update.

5. In the Receive data, tab, click  Create new inbound event.

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STEP 2 - Configuring the "Receive data" event.

(In this section the fields where the received data will be stored will be configured).

6. Click   Add a new field to create a custom field and fill in the required fields in the right block.

  

To learn more about custom fields, click here.

 

It’s important that the email field is of the email type and is marked Is required and Is primary key, since it will be used to identify the contact.

7. Repeat the action indicated in the previous point as many times as data you want to receive.

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8. Click  Save, then on the confirmation screen click  Back To List Events.

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STEP 3 - Obtaining the notification endpoint

((In this section, we explain how to generate the endpoint, the address for notifying the type of event).

  

The operation of the endpoint is analogous to the webhook concept: it is a system that waits for an event to occur and reacts by transferring the data to another application or system, in this case Connectif, using an HTTP call..

9. In the Receive data, tab, click  Edit.

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10. Click  Copy URL to copy the endpoint address to the clipboard.

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STEP 4 - Sending data to Connectif

(This section explains how to establish communication with the endpoint and send data).

11. Make the call to the endpoint to notify it of the event data.

 

The following screenshot is of a JSON call made with Postman, following the example illustrated in the article.

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The query must be a POST request to the selected endpoint in JSON format. In the body of the call you need to specify the IDs of the fields configured in the event.

 

STEP 5 - Synchronization of data with contact information

(This section explains how to synchronize data in Connectif through a workflow).

12. Go to “Workflows”, click  Create new workflow and select Create blank workflow.

13. Create the structure of your workflow with the trigger-type node “Trigger [Name of your integration]” and the action-type node “Set Attribute”.

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14. In the “Trigger [Name of your integration]” node, click  (Edit node settings).

15. Check that the data collected by the "Trigger [Name of your integration]" node, coming from the event in the external system, is correct.

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If the data is not correct, you can edit it from the receive data event settings (STEP 2).

16. Click  Update.

17. In the “Set Attribute” node, click  (Edit node settings).

18. Connect the variables to assign the information that the form collects to the corresponding fields in the custom integration.

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To learn more about how to assign variables in the "Set Attribute", click here.

19. Click on  Update.

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20. In the workflow, click  Save to save your changes and  Start to activate it.

 

 

 Success!
Your Custom Integration is ready to receive data.

  

Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.


Keep learning!

To make the most of your Connectif account, we recommend reading these articles next:

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