Question

Hello all,

 

I am trying to connect a landing page using Webhooks and Gravity Forms, following this community page.https://community.creatio.com/articles/how-connect-wordpress-forms-crea…

 

I'm trying to follow the steps to set up a Webhook in Creatio and when I got to the Web forms and landing pages, the "Click to get your webhook URL" button doesn't seem to to anything. Is the URL supposed to be sent to me somehow?

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Many systems are missing the API settings for creating the Webhook API keys. If you switch to Freedom UI Shell you'd be seeing an error message like this: 

You'll need to contact support for them to get the settings enabled for you to create the keys.

Ryan 

Many systems are missing the API settings for creating the Webhook API keys. If you switch to Freedom UI Shell you'd be seeing an error message like this: 

You'll need to contact support for them to get the settings enabled for you to create the keys.

Ryan 

Hello,



In order for us to assist you in resolving this issue, please contact customer support.

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Has anybody figured out how to include landing pages integrated webhooks in marketing automation campaigns in nocode ?

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I have unbounce landing pages that are using webhooks in Creatio but haven't figured out how to use it in campaigns yet. I'm assuming I just need to populate a table somewhere, but just starting to piece it together so not sure yet

Ryan

Hello,

 

At the moment, there is no separate element for working with web hooks in marketing campaigns yet. If what's needed is to add such contacts to the audience of the campaign, then this can be done with the help of the  appropriate filtering based on data from the record that came from a landing page, taking into account the channel, source, tags (if necessary for the case).

So you get leads from landing pages, put these leads in a separate folder and create a mailing list in the campaign that will take the audience from this folder.

Is there any plan to make easily part of marketing automation campaigns like the classic landing page element is ?

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Using the new case management composable app, can we create cases with webhook (Eg: from support contact page on website)?



And can you populate the webhook with predefined values in addition to the form fields ?

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Yes. You can add a Case (or any entity) using a webhook. All you need to do is specify EntityName: Case in the payload and include any of the fields needed for the case, including any default values. 

What I've not tested yet (and I suspect cannot be done with a webhook) is include a nested payload for related data - such as an account)

Yes. You can add a Case (or any entity) using a webhook. All you need to do is specify EntityName: Case in the payload and include any of the fields needed for the case, including any default values. 

What I've not tested yet (and I suspect cannot be done with a webhook) is include a nested payload for related data - such as an account)

You can also specify in webhook an entity which will be used as an intermediate object before case registration. 

For ex, Submitted form. 

You will need to add your case relating fields in Submitted form (including nested payload) and then to write a process which will be triggered when a form is submitted and 

to manage nested data, perform any searches and register a case from this process.

More than using the webhook to entity conversion using the OOTB process, I've been just adding my own. If the payload from the webhook doesn't contain an "EntityName" the ootb process rejects it, however, you can still create your own process that triggers from a signal of webhook added, plus you can add filters for the headers or payload containing some specific values. Then deserialize the JSON payload and do whatever you want with it. I'll have an article written up on this topic soon.

Ryan

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Hello community!

I'm diving into the webhook functionality in Creatio with the goal of being able to define certain webhooks for a 3rd party app to integrate with Creatio. In other versions we develop anonymous and/or authenticated services for this but the idea is to use this "new" functionality.

I've been doing tests and in general it works very well using the OOTB funcionallity receiving a specific body for example including the EntityName paramter

As I commented, the objective is for third-party applications to send us information to be able to integrate into Creatio, and they would be sending their own Payload.

Based on what I was reviewing each call to

https://webhooks.creatio.com/webhooks/[API_KEY] saves a record to WebHooks and actually any kind of JSON could be sent. 

My question is: would it be a good approach to go this way and change the way requests are processed or would it be better to use ad-hoc services for this.

On the other hand, it is assumed that the process that is executed with a scehduler to process is: Create object records based on incoming webhooks but I do not see that there are logs of this process. Am I correct that this is the process? Why are the logs not displayed even the webhooks are processed?

 

Appreciate your comments.

Regards.

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Hi!

 

Currently, the webhooks service only works when JSON is sent in the correct format. We don't recommend changing this logic because It is a bad idea to change the way requests are processed it can lead to unknown consequences, it would be better to use ad-hoc services for this. 

You can read more about the webhook service here - https://academy.creatio.com/docs/user/setup_and_administration/base_int…

Also, it looks like you have the correct process in your screenshot. To investigate the log issue in more detail, we recommend you contact our support team. You can send us an email at support@creatio.com.

 

Best regards, 

Anton

Anton Starikov,

could you please provide the community with the correct format of JSON that should be sent to webhook for correct processing.

cause uncertainty about "the way requests are processed can lead to unknown consequences, it would be better to use ad-hoc services for this" ... and webhook functionality became hardly appliable to the real tasks

Oleksandr Lisovyi,

 

View an example of the webhook that the [ Create object records based on incoming webhook ] business process can parse below:

 

{

"Contact": "Testing1",

"PhoneNumber": "+38077777887",

"Email": "test@testting.com",

"EntityName": "Contact",

"Name": "Testing1"

}



You can read more here - https://academy.creatio.com/docs/user/setup_and_administration/base_int…

 

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Hi All,

 

I would like to execute a business process from a 3rd party tool. I found this Creatio article for this purpose. 

 

I followed each step on this article to define business processes to add contact and list contacts. When I save the process, I see pop-up screen to "Publish" the business process. When I try to publish it, I receive "The name ContactName does not exist in the current context" message. I also see same error message for other process paramaters (ContactPhone and ContactList) as shown below. 

 

 

Does anyone have any idea about this issue? I'm concerned if I'm missing a step or this article script content is not valid anymore. Thanks.

 

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Hello, 

 

Such error occurs when variables (ContactName, ContactPhone and ContactList) are not defined in the function, the code itself should be revised a bit. 

After adding 

var ContactName = Get<string>("ContactName");

var ContactPhone = Get<string>("ContactPhone");

.... etc

at the beginning of the Script Task element the process can be saved and published with no errors. 

 

Best regards, 

Anastasiia Zhuravel

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