Create a Record

To demonstrate how to create a new record, the BusinessLeadHandling projection is used here.

Before you Begin

1. Obtain the access token by following the steps given in the Authentication page.
2. Make sure the user you used while obtaining the access token, has the permission set granted to access the BusinessLeadHandling projection used in the quick start. To do this, first, let's create a permission set.
   1. Navigate to Solution Manager > Users and Permissions > Permission Sets.
   2. Click on the "+" icon and create a new permission set as shown below.
   3. Tick the checkbox corresponding to the newly created permission set and click Details.
   4. Select Projections from the left navigation.
   5. In the Granted Projections panel, click Add/Revoke and select Add from the dropdown that appears.
   6. Filter by the projection name, BusinessLeadHandling.
   7. Tick the checkbox and click OK.
   
   The required projection will be added to the permission set as shown above. Now let us add the user to this permission set.
   1. Select Users Granted from the left navigation.
   2. In the Users Granted panel, click Add Users.
   3. Filter using the same user name you used while you created the client for the authentication process.
   4. Click OK.
   

In IFS Cloud

1. Navigate to Solution Manager > Integration > API Explorer. Alternatively, search for API Explorerin the search bar.

2. Filter by API Name, BusinessLeadHandling.

3. Navigate to the API Documentation as shown below.

   

4. In the API documentation, select BusinessLeads on the left navigation and click on Add new entity to BusinessLeads.

5. Copy the URL provided in the right panel.

   

In Postman

1. Open a new POST request and paste the URL you copied from the API Doc in the previous step as the Request URL.

2. Make sure that the header tab has an Authorization key with the value in the format of Bearer <access token> as shown below. This is the access token you obtained while authenticating the request.

   

3. Copy the following parameters in the body. Select raw and choose the type as JSON.

   {
   "ExistingAccount": false,
   "Name": "English Lead from NYC",
   "SourceId": "Id2",
   "ProcessId": "LEAD_STAGES",
   "StageId": "1",
   "Probability": "Id10",
   "ExistingContact": false,
   "MainRepresentativeId": "ALEX",
   "ContactName": "Peter",
   "Note": "set value",
   "DuplicateLead": false,
   "MainContactName": "Pete",
   "CountryCode": "US",
   "DefaultLanguage": "en",
   "PotentialId": "Id3",
   "Turnover": 10000,
   "TurnoverCurrency": "USD",
   "Phone": null,
   "Mobile": "+1-212-456-7891",
   "Email": "peter_abcsales@gmail.com",
   "MainPersonId": "Pt"
   }
   

   

4. Click Send

The new entity is now created.