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Step-by-
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Step Guide
| Info |
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To update an application (lead) with the help of APIs, you must know the |
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library available field |
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IDs for a field on the inFlow screen |
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. |
Log in and open inFlow.
Select a lead to update.
- The user needs to note down
Note the application
idID of the application (
Leadlead) from the URL to use in the API script.
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Navigate to the help
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page https://crm.insellerate.com/help to look up
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the library available field
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IDs of the fields to update for the lead.
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Once the field
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IDs are noted
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, they can
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be used
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with the application
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ID in the following script in Postman
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.
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In this example, the fields
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Work Phone and Email are being updated.
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FieldId
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holds
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the library available
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fieldIDd and
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Value
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holds the input data that will be displayed on the inFlow screen for the lead.
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You must enter valid data into the fields or the application will not be updated.
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Once all details are entered in Postman
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:
Click the blue Send button.
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Confirm the response reads
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Message: Application updated successfully
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.
Confirm the Status
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reads 200 OK.
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Navigate back to the inFlow screen and check if the specific fields have been updated for the lead selected. Refresh the page if needed.
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Additional information can be found at https://crm.insellerate.com/Help/Api/POST-api-integration-UpdateApplication_applicationId.
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