Step-by-Step Guide
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To update an application (lead) with the help of APIs, you must know the library available field IDs for a field on the inFlow screen. |
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Log in and open inFlow.
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Select a lead to update.
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Note the application ID of the application (lead) from the URL to use in the API script.
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Navigate to the help page https://crm.insellerate.com/help to look up the library available field IDs of the fields to update for the lead.
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Once the field IDs are noted, they can be used with the application ID in the following script in Postman. In this example, the fields Work Phone and Email are being updated. FieldId holds the library available fieldIDd and Value holds the input data that will be displayed on the inFlow screen for the lead. 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:
Click the blue Send button.
Confirm the response reads Message: Application updated successfully.
Confirm the Status reads 200 OK.
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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To make a request to update an application field on Insellerate, the field library ID will need to be used. See Prospect Table (Field Library) under the Field ID column.
Request URL
https://app.insellerate.com/api/integration/UpdateApplication?orgId={{Insellerate Org ID}}&applicationId={{Insellerate Application ID}}
Sample Request Body
[
{
"FieldId": 855,
"Value": "1990-01-01"
},
{
"FieldId": 219,
"Value": "true"
}
]
Senders should receive a 200 OK response code, notifying them that the request was received and was either successful/unsuccessful.
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