Question
wordpress
webhooks
FileApiService
Marketing_Creatio
8.0
Upload data file through webhooks integration
Mai
06:47 May 31, 2024

I have a web form created in wordpress using elementor plugin. I would like to upload a file to the via this wordpress form but I can't find documentation for this. Any help would be much appreciated.

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2 comments
Anton Starikov
10:32 May 31, 2024

Hi!

We do not currently support file transfers, but we will register a request for a description of the documentation if possible.
 

If you have any further questions, please send them in response. We will be happy to help.
 

Thank you for contacting Creatio Support!
 

Ryan Farley
19:40 Jun 06, 2024

It's not very straight forward, but it is possible. Basically, you'd need to encode the file as a Base64 string, then transfer it as a string value to the webhook. Once received decode the Base64 string back to a file byte array to save as an attachment somewhere. 

If this is coming from a web form, you can use Javascript's FileReader to convert the file to a base64 string. See https://stackoverflow.com/questions/36280818/how-to-convert-file-to-base64-in-javascript

Then send the value as a string to the webhook. You could add a process to trigger on record added of your entity. Then decode the string to a byte array. See https://learn.microsoft.com/en-us/dotnet/api/system.convert.frombase64string

Then save the byte array as an attachment on the record. See https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/back-end-development/api-for-file-management/examples/file-management-examples

Ryan

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Question
webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
22:32 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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1 comments
Alla Blinova
12:36 Sep 26, 2023

Hi!

 

1. The web services themselves are suggested to be made by the following guide: https://academy.creatio.com/docs/7-18/developer/back_end_development/we…

You can test a different approach such as described however there is no official confirmation that it can be achieved by REST API request.

 

2. Creating processes using native C# code or metadata from the REST API in Creatio involves more advanced customization. The Creatio platform does support server-side scripting with C# and provides access to metadata through its API. Here is some reference info to consider: https://academy.creatio.com/docs/developer/development_tools/delivery/c…

 

Hope it helps and best of luck with your project!

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Question
webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
20:05 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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Show all comments
Question
webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
19:31 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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Like

1 comments
Ryan Farley
19:37 Sep 14, 2023

Posted response on dupe question here https://community.creatio.com/questions/webhooks-and-process-question-0

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Question
webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
19:15 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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6 comments
Ryan Farley
19:35 Sep 14, 2023

I'm not sure I understand your question exactly. Are you saying you want to create a service endpoint in Creatio that you'll consume from outside of Creatio? 

If that is the case, then yes. You can create custom endpoints in Creatio that can be consumed from outside. Sample service shown here: https://customerfx.com/article/creating-a-web-service-and-consuming-it-…

More here: https://academy.creatio.com/documents/technic-sdk/7-16/creating-configu…

To consume it from outside, you'd first need to authenticate, see https://academy.creatio.com/documents/technic-sdk/7-16/authentication-e…

Then, you'd POST/GET etc the endpoint for the configuration service.

Ryan

Brayan
22:41 Sep 14, 2023

Brayan
22:42 Sep 14, 2023

Ryan Farley,

Ryan Farley,

Can I create a process and webservices using low code or rest api? 

Ryan Farley
23:16 Sep 14, 2023

No. That area does not create a Web service. That area only defines how to call an existing web service. That is used if you need to call an external API from a process in Creatio. You defined the URLs in parameters there so the process element knows how to call the web service. 

Ryan

Brayan
00:34 Sep 15, 2023

Ryan Farley, 







Thank you very much for your help, however my other question is if you have ever had the opportunity to create web processes and services using the odata rest service?

Ryan Farley
02:02 Sep 15, 2023

Brayan,

I am not sure what you're asking. Are you referring to consuming the Creatio OData API? If that is the case, you can see Postman examples of this here: 

https://documenter.getpostman.com/view/10204500/SztHX5Qb

Ryan

Show all comments
Question
webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
19:13 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

Like 0

Like

1 comments
Ryan Farley
19:41 Sep 14, 2023

Posted response on dupe question here https://community.creatio.com/questions/webhooks-and-process-question-0

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Question
webhooks
Sales_Creatio_enterprise_edition
8.0
Webhooks question
Brayan
17:35 Sep 12, 2023

Im trying to send webhooks from Creatio to my custom Rest Api, for example when an opportunity was edited send it, It this possible ? Because I can see in the documentation that it is different.... 

In other hand I'm also using the cookie auth and I'll be able to create webhooks using rest and batch. 

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4 comments
Ryan Farley
18:19 Sep 12, 2023

The webhooks documentation is for *receiving* webhooks. For sending a Webhook you'd need to add a web service and then you can just execute that from a process.

See this to set up the web service to execute your webhook:

https://academy.creatio.com/docs/user/customization_tools/web_services/…

and this to execute it from a process: 

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Ryan

Damien Collot
18:20 Sep 12, 2023

Is it something that can also be used in marketing automation campaigns ?



NB: it's a good use case that definitely should be added to the official documentation ;)

Brayan
21:41 Sep 12, 2023

Ryan Farley,

Thanks that makes sense, when you mentioned web services you mean my local rest api right? 

Ryan Farley
22:59 Sep 12, 2023

Brayan,

No there is a web services area in Creatio where you can define the web service. You'll provide the URL, any parameters to include, whether it is GET or POST etc. See that info here 

https://academy.creatio.com/docs/user/customization_tools/web_services/…

Ryan

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