How to configure a Custom Action for data posting to any endpoint URL
While the SAS Desk portal offers a variety of integrations, such as Salesforce, Desk.com, Zoho, MailChimp, and more, we may not have a specific integration for the CRM or marketing software you use. That is where Custom Action comes in. The Custom Action app will automatically push data from your calls into whatever system you are working with, as long as the system has an endpoint URL to capture the data.
In this article we'll discuss:
Connect Your Software to Your SAS Account
- Username + Password + Endpoint URL - Enter your username and password, and then include the endpoint URL where the data will be sent.
- Auth Key + Endpoint URL - Enter your authorization key, and then include the endpoint URL where the data will be sent.
- None + Endpoint URL - If there is no authentication method, you can still configure the app to send data to your endpoint URL.
Setting Data Parameters
NOTE: If you choose to post data as a JSON string, be sure to test your integration by creating a Request Bin.
Create Your Message to Post
Once the configurations are set, you'll need to create the content of the message we will be posting to your endpoint URL.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Click and drag the variables from the left side to the box on the right.
Integrate Custom Action into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.