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Custom action to create or update collection records in Totango

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update-totango-collection

Custom action to create or update collection records in Totango.

This action creates or updates Totango collection records. To make use of this action, you must have a Totango account and have configured a collection in your Totango instance. It makes use of the Totango Integration Hub API.

Inputs

You will need the following information to use this action:

  • The internal name of the collection to create/update e.g. 'leads'. This is the value of the 'collection-type' input and should not have spaces.
  • The service ID of your Totango instance, usually in the format of '123456789'. To learn how to find your Totango service ID, visit how to find Totango token.
  • The Totango API token. To learn how to find your Totango API key, visit how to find Service ID.
  • The path to the JSON payload to send to Totango e.g. documents/accounts/new-leads.json.

Sample Payload

{
    "collections": [
        {
            "id": 8182,
            "customer_id": "01d0Q3ul7AANB",
            "attributes": {
                "Customer Name": "Integrity Plus",
                "Type": "SMB",
                "ContactDate": "2022-11-30T20:29:19Z",
                "Sales Officer": "info@intolu.com",
                "Product Interest": "Tier 4,Shampoo, Conditioner"
            }
        },
        {
            "id": 8183,
            "customer_id": "01d073ul7AANB",
            "attributes": {
                "Customer Name": "Long Shanks",
                "Type": "Enterprise",
                "ContactDate": "2022-10-30T20:29:19Z",
                "Sales Officer": "info@longshanks.com",
                "Product Interest": "Retainer Conditioner"
            }
        }
    ]
}

For more information about Totango, see https://www.totango.com/

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Custom action to create or update collection records in Totango

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