2. Receiving Inbound Requests

Previewing the Data

The CRM is now set up to send requests to the integration we created in Integration Gateway, but the integration is not set up to read the data that's being sent.

To start, we'll trigger a request from the CRM to view the request's payload structure on a live example.

Fill out all the fields in the CRM, then click Send to Core. You will see an error on CRM, which is expected at this stage.

Filling out an entry in the Mock CRM

In Integration Gateway, open the Run History and click on the most recent entry, then click on INPUT in the Steps column.

If you don't see a new run, re-enter the URL you entered in step 1. If the URL is incorrect, the request won't show up in the Run History. If you still don't see the request, reach out to [email protected] to verify your IP allowlist settings to ensure external traffic is allowed to reach your Integration Gateway instance.

You should see the data you entered in the CRM appear as fields in the payload. Notice that while the meaning of the fields are the same as those from randomuser.me, the naming and structure are slightly different.

Viewing the payload structure from the CRM.

Now that we have the structure of the data from the CRM, we need to adjust our mappings to reflect it.

Removing the Call to randomuser.me

First, we'll remove the service request that calls randomuser.me because we are no longer using it as the source of our user information.

In Integration Gateway, navigate to the Build page, select our integration, right-click, and Go To > Service Request.

Right click on the service request with a Formula name of request_users. Click Delete.

Deleting the request_users Service Request

Updating the Call to the Core

Right click on the remaining service request (create_new_customer) and click Go To > Field Mapping.

We will adjust the Value column, keeping the Field column the same.

Field	Old Value	New Value
First Name	request_users.response.payload.results[0].name.first	input.payload.firstname
Last Name	request_users.response.payload.results[0].name.last	input.payload.lastname
Email	request_users.response.payload.results[0].email	input.payload.email
DOB	request_users.response.payload.results[0].dob.date	input.payload.dob

Note that the PersTypes.PersonTypeCode and url_pathfields did not change, as their value are hard-coded.

Updating Field Mapping values

Save your changes.