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 a trigger for your data flow using automation, webhooks or a custom source.
If you’re new to UDS, see Getting Started with UDS.
2. Prerequisites
- You must be an Administrator 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. Select a Trigger
Select a trigger to initiate the data flow from LeadSquared to the third-party system. Triggers include lead, activity and opportunity create and update events. In this example, we’ll push data to Razorpay using the New Activity on Lead trigger, whenever a Razorpay Payment Link Request activity is posted on a lead. The ‘Razorpay Payment Link Request’ is a custom activity that contains details like the transaction amount, currency, reference Id, etc.
After selecting a trigger, a webhook URL is generated. Depending on your use case, there are 3 ways to configure the webhook and initiate the data flow. Follow the instructions listed on the connector to configure each option.
4. Trigger Setup for Webhooks
Webhooks – Use this option for simple use cases that don’t involve multiple conditions. Here, you can directly select a webhook event (e.g., lead update, lead create, activity update, etc.) and plug in the webhook URL.
5. Trigger Setup for Automation
Automation – Use automation for more complex use cases where you require multiple conditions and more control. Here, you can set up complex conditions according to your business logic.
6. Trigger Setup for Custom
Custom – Trigger the webhook from other sources such as Lapps, LeadSquared dynamic forms, or from a third-party API platform like Postman. For example, when a lead fills up a form you can create a button to generate a payment link. On clicking the button, the webhook (configured via form rules) is triggered and the data flow is initiated.
7. Next Steps
Once you’ve configured a trigger, configure the actions you wish to execute.
