Centric http-xml api can be used to access centric crm objects.
You can create a lead from a web form using this APi, but this is not automatica in centric 4.2
The meccanism is to develop a servlet or a jsp page that you call in the " form action" of your web form.
Wirh this "post action" you pass all the fields of your form to the jsp page. In your jsp page you take ol this fileds and create an xml envelope with the specific syntax to make a new http post to centric with this xml envelope containing the transaction (xml contain authentication, the parameters of the object you want to create, for example a lead, and all the values for the properties of the object).
In Centric 5.0 seem to be available a much more automatic way to do this as should be already a simple action to call from the "form action" to insert a lead in Centric.
Unfortunately, this and a number of new 5.0 features (clonable roles, clonable projects, web content management, mail help desk addition...are missing.
Why?
Boh :-)
C B wrote:
I've been search, and testing, trying and retrying all without success.
I looked at the documentation for the HTTP-XML API, but my main problem is getting the XML from my web form.
What I am trying to accomplish is to create forms (i.e. contact forms) for my website, visitors enter their information, and on submit that information automatically generates a new lead in the CRM.
Perhaps I'm up too late at night and that's to blame for my confusion and frustration...do i use XML? http? JSP? all of these? How to I interact with documents if i have an on-demand account without direct file/ftp access?
Can someone let me know how creating such a form can be done, or point me in the direction of some detailed documentation. Can this be done?
Thanks. Now I'm going to bed.
;)
;)
;)
