Hi @jkimber - good seeing you over here from Twitter
Do you have API docs for you vendor? That's going to make it a lot easier for people to advise the best way to do this. For example, knowing how the want the token encrypted will be useful.
I do, but it's very long. Also, I'm a marketer and have some knowledge in this space but prefer to have Zapier to the work for me. Hahaha.
We are looking to POST new Leads into their Sales module. I have Context Path, Client Code and Secret Key from the vendor for UAT and production.
If you look at this and realize this is going to be too difficult, let me know. They have other methods for adding leads too. We would just prefer this method since its instant. Option B is an email parse which takes 10-20 minutes.
Again, thanks in advance.
Hi @jkimber, I haven't dived fully into the docs for the API you're trying to connect to, but in my experience if you need to handle this kind of authentication to an API, you will need to have an integration between Zapier and the API. If neither Zapier nor the API owner has one built, it's likely possible to put one together.
The authentication flow you're describing ( login -> token -> request ) is very common. Some version of that exists in various forms that are more or less standard (OAuth, API Key, JWT, etc.).
If you would like to discuss a custom integration for this API, let me know and we can set up a time to discuss it. Thanks!
While it is possible to do this using the Webhooks with Zapier app, I'd have security concerns about sending the client code and secret key this way.
If you want to go down that route (rather than parsing the emails), as @TheDavidJohnson said, you'd be better off with a custom Zapier app to do the work for you, as it keeps credentials like that encrypted.