Active |
---|
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
The Channels modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. allow you to create, update, retrieve, list, and delete the contacts in your Channels account.
Prerequisites
-
A Channels account
In order to use Channels with Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., it is necessary to have a Channels account. If you do not have one, you can create a Channels account at channels.app.
Note | |
---|---|
The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory! |
To connect your Channels account to Boost.space Integrator you need to obtain the API Key from your Channels account and insert it in the Create a connection dialog in the Boost.space Integrator module.
-
Log in to your Channel account.
-
Click Integrations > API Key > Generate.
-
Copy the Channel name and API Key to a safe place.
-
Go to Boost.space Integrator and open the Channel module’s Create a connection dialog.
-
In the Connection name field, enter a name for the connection.
-
In the API Key and Account field, enter the API key and account details copied in step 3 and click Continue.
The connection has been established.
Gets a list of all contacts.
Connection |
|
Limit |
Set the maximum number of contacts Boost.space Integrator should return during one scenario execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).. |
Gets a specific contact by ID.
Connection |
Creates a new contact.
Connection |
|
First Name |
Enter the contact’s first name. |
Last Name |
Enter the contact’s last name. |
Email Name |
Enter the contact’s email address. |
Company Name |
Enter the company name to which the contact belongs to. |
External Link |
Enter the external link for contact. For example, |
Tag Names |
Enter the tags for the contact. For example, |
MSISDN |
Enter the contact’s phone number with the country code. For example, |
Force New Entity |
Select whether you want to enforce a new entity for the contact. |
Existing Contact ID |
Select the existing whose details to be overridden with this new contact. |
Updates contact.
Connection |
|
Contact ID |
Select the Contact ID whose details you want to update. |
First Name |
Enter the contact’s first name. |
Last Name |
Enter the contact’s last name. |
Email Name |
Enter the contact’s email address. |
Company Name |
Enter the company name to which the contact belongs to. |
External Link |
Enter the external link for contact. For example, |
Tag Names |
Enter the tags for the contact. For example, |
MSISDN |
Enter the contact’s phone number with the country code. For example, |
Force New Entity |
Select whether you want to enforce a new entity for the contact. |
Existing Contact ID |
Select the existing whose details to be overridden with this new contact. |
Deletes a contact.
Connection |
|
Contact ID |
Select the Contact ID you want to delete. |
See the Setting Up the Channel Webhooks to add webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in your Channel account.
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. to watch incoming call statusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently..
Connection |
Triggers when a call is saved as successful.
Connection |
Performs an arbitrary authorized API call.
Connection |
||||
URL |
Enter a path relative to
|
|||
Method |
Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
|||
Headers |
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
|||
Query String |
Enter the request query string. |
|||
Body |
Enter the body content for your API call. |
The following API call returns all the contacts from your Channels account:
URL:
/v1/contacts
Method:
GET
Matches of the search can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. > Body > data.
In our example, 3 contacts were returned:
-
Open any Watch module, enter a name for the webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., click Save, and copy the URL address to your clipboard.
-
Log in to your Channel account.
-
Click Integrations > Webhooks.
-
Select the events you want to watch, enter a name for the webhook, and enter the webhook URL address copied in step1. Click Save.
You have successfully added the webhooks.
You can now execute the scenario in Boost.space Integrator and will receive triggers for specified webhook events.