2. Receiving Inbound Requests
Last updated
Last updated
Previewing the Data
The CRM is now set up to send requests to the integration we created in Glyue, 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.
In Glyue, 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 support@sandboxbanking.com to verify your IP allowlist settings to ensure external traffic is allowed to reach your Glyue 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.
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 Glyue, 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.
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.
Save your changes.
Field | Old Value | New Value |
---|---|---|
First Name
request_user.payload.results[0].name.first
request_user.payload.firstname
Last Name
request_user.payload.results[0].name.last
request_user.payload.lastname
request_user.payload.results[0].email
request_user.payload.email
DOB
request_user.payload.results[0].dob.date
request_user.payload.dob
Person Type
"individual"
"individual"