Accessing Web-Based Data with Integration Points
You can easily invoke external data services from the X‑Platform using Integration Points. Typically you use web-based services to retrieve or update information stored on external data sources.
Web service calls can request and submit data using standard SOAP and REST protocols, as well as custom functions defined for your account.
X‑Platform provides the following types of Integration Points:
User. Retrieve information that is useful when executing a Flow (e.g., calling a CRM service to retrieve customer information).
Custom Validation. Validate input that made by the end user (e.g., calling a CRM service to check whether a certain ID number exists).
Callback. Send a request to a CTI service to add a customer to the CTI's callback mechanism. You use this type of Integration Point to handle a customer request to have an agent contact them.
Note
Custom Validation and Callback types are supported by the REST method only.
You create and manage Integration Points using the Web Service Integration Points page in the X-Console, accessed by clicking Integration Points from the Resources menu:
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An approved Integration Point is immediately available for use in any Flow.