Step-by-step guide
- To update an application (lead) with the help of APIs, the Library available field id for a field on the inFlow screen needs to be known to the user.
- On login, the user goes to inflow and selects a lead to update.
- The user needs to note down the application id of the application (Lead) from the URL to use in the API script.
4. The user then navigates 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.
5. Once the field ids are noted down, they can now be used along with the application id in the following script in Postman:
[{"FieldId":"79",
"Value": "9087523145"},
{ "FieldId":"75",
"Value": "52542@gmail.com"
}]
In this example, the fields - Work Phone and Email are being updated. "FieldId" holds the Library available field id and "Value" holds the input data that will be displayed on the inFlow screen for the lead.
The user must enter valid data into the fields or the application will not be updated.
6. Once all details are entered in Postman, click on the blue Send button. Make sure the response reads" Message: Application updated successfully" and the Status says 200 OK.
7. Navigate back to the inFlow screen and check if the specific fields have been updated for the lead selected. Refresh page if needed.
8. Additional information can be found at https://crm.insellerate.com/Help/Api/POST-api-integration-UpdateApplication_applicationId.
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