1. Feature Overview

When setting up your flows, you may need to use credentials or tokens that remain consistent across flows. UDS supports this through Global Variables, which can be defined within an App. Global Variables provide a secure space to store and reuse values like authentication tokens, API keys, or passwords across multiple flows and flow actions within the same application.

For sensitive information, such as credenitals, you can mark the variable as a password type, ensuring it is securely stored and encrypted. These values remain hidden even in logs, offering enhanced security.

By using Global Variables, you simplify configuration, reduce redundancy, and centrally manage credentials and other reusable data across your flows.

If you’re new to UDS, see Getting Started with UDS.

2. Prerequisites

• You must be an Administrator user, or access must be shared to you by an Admin user.
• The Universal Data Sync Connector is a paid feature. To enable it on your account, contact your account manager, or write to support@leadsquared.com.
• You must first create an App within UDS before you define global variables. For more information, see Create an App on UDS.

3.  Global Variable Types

UDS supports different types of global variables, each serving a specific purpose:

System Variables

These are available by default and provide context-specific information related to your UDS environment or LeadSquared account. You don’t need to configure them manually.

Custom Variables

These are created by users to store values such as tokens, credentials, or any reusable data needed across flows.

4. System Variables

These are predefined variables related to LeadSquared and UDS. They can be directly used in flows to dynamically render their actual values during execution.

Here’s a description of the system varaibles:

5. Custom Global Variables

These are created by users to store values such as tokens, credentials, or any reusable data needed across flows.

Currently, UDS supports three ways to set the value of a Custom Variable:

• Custom – Manually enter the value you want to assign to the variable. Ideal for static tokens or fixed configuration values.
• Call an API- Configure a custom API call to dynamically fetch the value. This is useful when the variable value (e.g., token) changes periodically. You can also define how frequently the API should be called, especially for time-bound or expiring values.
• OAuth – Use a predefined list of supported applications to complete the OAuth flow. Once authenticated, UDS will automatically fetch and manage the token required to call the app’s APIs.

To add a custom variable –

1. Navigate to the Global Variables section within your app and click the Add New button.
2. Provide a Display Name for your variable. Supported characters: Uppercase letters (A–Z), lowercase letters (a–z), numbers (0–9), hyphen (-), underscore (_), and spaces.
3. Choose the appropriate data type based on the kind of value you intend to store (e.g., Text, Number, Password).
4. Optionally, add a short description to help identify the purpose of this variable.
5. Choose how to set the value. UDS supports three methods for assigning the value of the variable:
   • Custom: Manually enter a static value for the variable.
   • Call an API: Refer to section 6.2
   • OAuth: Refer to section 7
6. Click Save.

6. How to Configure a Custom Global Variable of Type API

For example, let’s say we need to call an API to generate an authentication token to securely connect to a third-party application. The API requires a AccessKey and SecretKey parameters in the request, and returns the AuthToken in the response. We’ll create 3 variables –

1. For Access_Key and Secret_Key, we’ll select the value of the variable as Custom and hard-code the values.
2. For the Auth_Token, we’ll select the value of the variable as Call API, and configure the API to pass the AccessKey and SecretKey in the request and populate the AuthToken from the response.

6.1 Call API Settings

After selecting Call API, configure the API. This involves 3 steps –

1. Input cURL Request –

1. Click Edit Details and enter the API cURL request.
2. Scroll down and click Save & Next.

2. Variables – 

1. The parameters are automatically populated based on your cURL request.
2. Change the Type of the parameter if required.
3. Under the Mapping column, map the parameters from the cURL request to the global variables you’ve created, or type the values in manually and press enter.
4. Use the delete icon under the Actions column to remove unwanted parameters.
5. Scroll down and click Save & Next.

3. API Configuration –

This section is auto-populated based on your cURL request. If required, you can make changes to the API configurations here –

1. Edit the request method (Post, Get, etc.).
2. On the top right section, click View Merge Fields. You’ll see the list of parameters and LeadSquared system global variables (e.g., LEAD_ID, ORG_ID, LSQ_SECRET_KEY, APPLICATION_ID, etc.). You can append these parameters to the API query string or the the request body.
3. On the Headers tab, click Add New to add headers to the API request. Enter the required key-value pairs.
4. Navigate to the Body tab and review the request body. If required, change the request format (e.g., Form Data, www-form-urlencoded, Raw JSON/XML etc.).Click the View Merge Fields link to copy and add additional parameters.
5. Click Save & Close when you’re done.

6.2 Response Mapping For Success

Response Mapping for Success allows you to define the structure of your API’s success response, specify which key’s value from the response should be stored in the defined variable, and set how long this value should be cached to avoid multiple calls (if required in case of time bound token expiry).

6.2.1 Data Key Selection

Here you need to provide a sample response for configured API so the system understands the response structure. and then specify the exact key or path in the response that holds the value you want to extract and store in the global variable.

6.2.2 Success Criteria

This section allows you to customize what success means for your API requests. By default, any response with a 2xx status code is treated as successful.

While this works for most standard scenarios, it may not be sufficient for all APIs. In some cases, an API might return a 4xx or 5xx status code even when the operation was actually successful from your workflow’s perspective. Alternatively, the response body may contain specific keywords or flags that indicate success, regardless of the status code.

With custom success conditions, you can define logic that evaluates both the status code and content of the response. This gives you complete control over how success is interpreted within your workflow.

Example:

Lets say your API returns following response body with response status code as 400

{
  "status": 400,
  "message": "Previous token is not expired",
  "AuthToken": "xxxxxxxxxxxxxxxxxx"
}

Here’s how you can configure success response mapping –

6.3 Response Mapping For Errors

This section allows you to set the definition of error for your workflow and retry logic.

By default, any response outside the 2xx status code range is considered an error.

While this works for most standard scenarios, some APIs may return a 2xx status even when the operation has actually failed. In such cases, relying solely on status codes may not accurately reflect the true outcome.

Custom Error Conditions let you define logic that evaluates both the response status code and the content. This gives you complete control over how errors are identified within your workflow.

Example: 

Lets say your API returns following response body with response status code as 200

{
  "status": 200,
  "message": "error"
}

The Call API configuration is now complete. The hard coded Access_Key and Secret_Key variables will now be passed in the third-party API request body, and the Auth_Token variable will be populated with the value from the API response.

7. How to Create Custom OAuth Variables

OAuth allows you to securely connect LeadSquared with external applications using your login credentials.

Steps to Configure OAuth

1. Create a custom OAuth variable.
2. In OAuth Settings, ensure the desired provider is enabled.
3. Under the Connect Provider tab, select the provider from the dropdown.
4. Grant LeadSquared the necessary read/write permissions.
5. Click Sign In to securely authenticate with the provider.
6. Once signed in, click Save to complete the setup.

8. FAQs

1. How does Auto-retry work?

If retry is configured, the system will make up to 3 attempts at an interval of 10 seconds until a successful response is received.

2. If I have added multiple conditions in success/response mapping, how will they be evaluated?

When multiple success or error conditions are added, they are evaluated using an OR logic. This means if any one of the conditions is met, the request will be marked as success or error, accordingly.

9. Next Steps

After defining the global variables, let’s Create a Flow.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

1. Feature Overview

With UDS, you can create an application and configure multiple data flows within it. Each data flow consists of two key components:

1. Trigger
2. Action 

A trigger is the starting point of a data flow—it initiates execution whenever a specific event occurs and then actions are performed.

This document provides an overview of the various trigger options in UDS, along with relevant configuration details. You can choose from the following trigger types in UDS, depending on your use case:

• LeadSquared Webhooks
• LeadSquared Automation
• Custom / HTTPS Trigger

2. Prerequisites

• You must be an Administrator user, or access must be shared to you by an admin user.
• The Universal Data Sync Connector is a paid feature. To enable it on your account, contact your account manager, or write to support@leadsquared.com.
• You must first create and name your data flow before selecting a trigger. For more information, see Create a Data Flow.

3. LeadSquared Webhooks

Use this option to initiate a workflow based on standard LeadSquared webhook events such as:

• Lead Created
• Lead Updated
• New Activity on Lead{select the activity}
• Activity Updated on Lead{select the activity}
• Opportunity Created
• Opportunity Updated

Once you have selected the trigger, you can save and move to the next page where you will get the UDS end point which can be configured inside Leadsquared webhooks. Follow the setup instruction mentioned next to webhook URL to configure the UDS webhook on the mentioned event.

4. LeadSquared Automations

Choose this option if you want to start a workflow from within a LeadSquared Automation. You can trigger flows on the same events listed above:

• Lead Created
• Lead Updated
• New Activity on Lead{select the activity}
• Activity Updated on Lead{select the activity}
• Opportunity Created
• Opportunity Updated

Once you have selected the trigger, you can save and move to the next page where you will get the UDS end point, which can be configured on Leadsquared webhooks. Follow setup instruction mentioned next to webhook to configure on mentioned event.

5. Key Difference for Leadsquared Wehook and Automation

While both Webhooks and Automations can trigger a UDS flow, Automations offer more control. You can define complex conditions, add filters, and decide when and what data to send to UDS—making it ideal for advanced workflows.

6. Custom / HTTPS Trigger

Use this option when you want to trigger a UDS flow from any system. You can make an HTTPS request to the UDS-generated webhook URL. Here You’ll need to manually provide a sample payload. This sample payload will act as a reference for mapping during action configuration.

Once you’ve selected the trigger, you can save and move to next where you will be able to get the UDS end point which can be configured at your source system.

7. TCP Trigger

UDS supports TCP (Transmission Control Protocol) as a Trigger. This allows LeadSquared to integrate with healthcare and legacy systems that rely on socket-based communication instead of REST/HTTPS APIs.

8. FAQs

1. Can I use the Custom trigger even if my event is Lead Create in Leadsquared, which is already available under the LeadSquared Automation trigger?

Yes, you can. However, there are a few differences to consider:

• LeadSquared Automation/webhook Trigger: UDS automatically resolves the payload structure and LSQ field mapping during action configuration. You don’t need to provide any additional sample data.
• Custom Trigger: You’ll need to manually provide a sample payload that represents the data sent to the webhook. Based on this, UDS will generate the mapping fields for use in your actions.

Use the Custom trigger when you want more flexibility, want to capture any data point received over webhook and dealing in high volume.

8. Next Steps

Once you’ve configured a trigger, configure the actions you wish to execute.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!