Assume that you want to send the data to other systems via HTTP when the customer status equals prospect.
Module: Customer
Event: Create or Update
Condition: Customer status equals Prospect
Action: Send HTTP GET to other systems
Follow the steps below:
- Navigate to Workflow Homepage and select Customer module.
- Click Create Workflow.
- Name your workflow and execute order.
- Select Create or Update for Record Event.
- Set conditions: Customer Status = Prospect
- Click on Actions tab and click on create action
- Select HTTP Target for Action Type.
- Select service name: Service name is defined in HTTP integration.
- Enter data to send to other systems: It could be URL Parameter or JSON/XML Body (depending on HTTP method).
Last modified on Jun 18, 2018