Universal Data Sync (UDS) – Create a Data Flow

1. Feature Overview

With UDS, you can create an application and set up multiple data flows within it, enabling you to consolidate and manage all data flows for a single provider or purpose, within one unified group. This article will help you create and manage data flows between LeadSquared and third-party applications.

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

Note: Currently only outbound flows can be created on the new Universal Data Sync (UDS) framework shown here. To create an inbound flow, you’ll be directed to the older version of the connector (Universal Lead Capture Connector or ULC).

 

2. Prerequisites

 

3. Example Data Flow

This is an example of how you can set up data flows using UDS connector for Razorpay, but the same approach can be applied to any provider. In all the configuration-related documents, we’ve created two data flows as examples –

  1. Generate Payment Link (Outbound): Sends payment data to Razorpay and logs a payment activity in LeadSquared
  2. Receive Payment Notifications (Inbound): Captures payment status updates from Razorpay and adds them as activities in LeadSquared.

You can configure similar flows for any third-party provider, automating data exchanges and keeping your systems synchronized.

 

4. Types of Data Flows

Create and manage data flows between LeadSquared and third-party applications. For each flow, configure APIs to manage the data exchange, and set up actions to handle different use cases.

  • For Outbound Flows, send data from LeadSquared to third-party systems when specific events occur, such as lead updates or lead creation.
  • For Inbound Flows, receive data from third-party systems into LeadSquared via webhook. For instance, sync contacts from FreshSales to LeadSquared whenever a contact is created, using a webhook triggered in FreshSales.

To demonstrate this feature, we’ll build an outbound flow to send lead and activity data from LeadSquared to Razorpay (a third-party payment provider) and generate a payment link. We’ll then post an activity on the lead in LeadSquared with the payment link.

 

5. Inbound Data Flow

When creating an inbound data flow, you’ll be directed to the older Universal Data Sync connector (formerly called Universal Lead Capture or ULC). For more information on creating the inbound data flow, see Integrate Your Custom Data Source with LeadSquared.
Universal Data Sync Connector

 

6. Outbound Data Flow

To create an outbound flow –

  1. Click Create Flow.
  2. Select Outbound, then click Confirm & Proceed.
  3. Enter a name and description for the flow. Permitted characters for name include uppercase letters (A-Z), lowercase letters (a-z), numbers (0-9), period (.), apostrophe (‘), hyphen/dash (-), underscore (_), @, small brackets () and spaces.
  4. Click Save & Next.

 

7. Setup Processing Limits

Control the number of API requests processed per minute, to prevent errors related to third-party rate limiting policies. You can set the limit based on your needs, (the maximum limit is 10000 requests per minute. Any requests beyond the set limit will be ignored, and the request count resets at midnight. This ensures smooth operation without exceeding third-party API limits.

  1. Click Yes to enable and customize the flow processing limit.
  2. Enter the number of requests permitted per minute.
  3. Click Save & Close.

LeadSquared Integration and Apps

 

8. Other Actions

Data Flow Level Actions

  • Edit Flow – Editing the flow allows you to add more actions or edit existing ones. This includes adding new APIs, changing the parameter mapping, etc.
  • Delete Flow – Delete the data flow, including all actions configured under it.
  • View Logs –Track the execution history of your data flows. View detailed logs of inbound and outbound flows, including timestamps, statuses, and any errors encountered during the integration process. This helps you monitor and troubleshoot data sync activities efficiently
  • Copy Webhook – Copy the webhook generated for the data flow and use it to create a LeadSquared webhook or automation, or to call the webhook from a custom source (e.g., Postman).
  • Advanced Options – Edit the API request limits configured for the third-party APIs.

Universal Data Sync Connector

 

9. Create More Data Flows

UDS allows you to create and manage multiple inbound and outbound data flows under a single application, consolidating all provider integrations in one place. For example, a single Razorpay app can host multiple inbound and outbound data flows, each with actions configured using third-party or LeadSquared APIs.

Universal Data Sync Connector

 

10. Next Steps

After creating and naming the data flow, next Select a Trigger.

 

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!

Subscribe
Notify of
guest
0 Comments
Newest
Oldest Most Voted
Inline Feedbacks
View all comments