Example: Using the HTTP Request action
Learn how to create a new employee record in your CRM application using the HTTP Request action.
About this task
To create a new employee record in your CRM application, do the following:
Procedure
- Add HTTP Request action to canvas
Locate the HTTP Request action in Connectors, and drag-and-drop it on the canvas. It will automatically get connected to the Start icon. To configure the HTTP Request action, double-click the action icon and click Next to continue.
- Set up HTTP Post request
You are redirected to the HTTP Request action configuration window. Configure it as follows:
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Select HTTP Post Method: To create a record, select the POST method from the list. Similarly, you can select GET to retrieve a specific record, PUT to update a record, DELETE to delete a record, PATCH to modify an existing resource of the record, OPTIONS to request information about the communication options available for the record, and HEAD to get the metadata of a specific record.
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URL: Enter the complete URL of the CRM application domain along with protocol where you want to post the data. For example, https: //myemployeerecords.com.
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URL Params: If you want to pass any additional information as parameters, click "+".
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Basic Auth: If the URL you are performing operation on is secured using an authentication method, you need to send the basic authentication details along with the request. To send the basic authentication details, click "+".
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Headers: Send any additional headers needed to execute your request in the headers. To add headers, click "+".
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Set Body Type: Set the body type as x-www-form-urlencoded.
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Body: Enter the details that you want to send in the form of key-value pairs for the POST request. To do so, click "+" to add relevant key-value pairs in the input fields that appear.
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Timeout: Specify the duration (in seconds) after which the request times out.
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- Click Next, test the action, and save the workflow.
Now, when you execute this workflow, a new record is created on the specified URL.