Compiling data from FLG360, conditionally replacing values and sending to 3rd party app

(Alex Connor) #1

We are currently using FLG360 to manage our leads, and at a certain point in the lead journey it will be sent onto a 3rd party application (“DM”) via an XML POST referral.

However there are some fields that DM stores as numerical values as opposed to human readable - for example the custom field “Marital Status” in FLG has the options Single, Married, Divorced etc, whereas DM can only accept their respective values 1,2,3 etc.

I’m looking to have FLG send the data to FlowXo, where these human readable values will be changed to numerical values, and then passed on for DM to accept. So…

  • If FLG Custom Field Marital Status = “Single”
  • Change field value to 1
  • else if FLG Custom Field Marital Status = “Married”
  • Change field value to 2
  • etc etc
  • Send to DM

Data may also come back from DM into FLG, in which case these numerical values will need to be changed back to their human readable counterparts.

I hope this can be done - please help!

Thanks,

Alex

(Steven Booth) #2

Hello Alex,

Fortunately this is really easy as part of your workflow, by using the ‘Text (String)’ service.

Here’s an example workflow how how this will work: https://flowxo.com/share/jjqjj4ea

You’ll need to send a webhook that has ?status=Single appended - such as https://flowxo.com/hooks/a/v78j7w?Status=Single to test this.

(You’ll get the URL specific to your workflow to append to when you edit the trigger.)

Let me know that you get this working an understand how to go on and connect up your other services.

Thanks,

Steven