This guide explains how to configure API connections in Formyoula to capture and process external API responses effectively and pass them to Salesforce using a Salesforce connection.
Using the attached example form, you can capture essential badge details via the scanner. The form supports full offline capabilities.
The API Connections Manager Helper Form is used to create or update API connections. These connections enable forms to make API requests, map API responses to form fields, and save the retrieved data. Once saved, the data can be seamlessly passed to Salesforce using a Salesforce connection.
Example API Connection Setup
In the example setup, we configure the following:
- API URL: Define the external API endpoint.
- HTTP Request Type: Specify the type of API request (e.g., GET, POST).
- API Body Parameters: Include any parameters required by the API. Saved field values can be reused as merge fields to dynamically populate these parameters.
- Response Mapping: Map the API response fields to the corresponding form fields to save the retrieved information automatically.
Salesforce Connection
A Salesforce connection can be created to pass the data captured via API connections into specific Salesforce objects, ensuring seamless integration between Formyoula and your Salesforce environment.
For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂