Here we will discuss how to configure TalkPro Shares for Get Request. This feature uses API to integrate lead information in our system to other 3rd party systems. This is commonly used by admins who want to receive lead information from their 3rd party CRM within our system.
From the Dashboard, click on Apps and select TalkPro Shares from the drop down.
In Show TalkPro Shares Section, click on Action button and select Settings from the drop down.
Edit the necessary information about the vendor.
- Name – Vendor name is used for reference only and can be modified
- Api Url – Enter the Api Url of the Vendor
- Api Authentication – if the vendor is using an Auth Token, put that in this section
- Request Method –
- GET – API Vendor will be posting lead into the system.
- Output Data Type – select the Data Type that’s compatible to the 3rd party API
- JSON - (ex: {key1:[value1,value2,value3],key2:[value1,value2,value3]})
- XML - (ex: <Values><value>value1</value><value>value2</value></Values>)
- TEXT - (ex: value1,value2,value3)
- Adaptor ID – If the Request method is POST, we need to select the Adaptor ID assigned to the Vendor. See FAQ How to Add Adaptors and How to Edit Adaptors
Click on Save TalkPro Share