AlfaCRM connection
How to connect alfaCRM over host, API key and email administrator and configure actions to record.
Integration provides the bot with data on alfaCRM branches, subjects, lessons, teachers, and records.
What do you need?
- AlfaCRM account address: Host
- the alfaCRM API key;
- Administrator email.
This information can be found in the alfaCRM profile. Store the API key as a password.
Connection
- Open Integrations in ChatRex.
- Press Connect integration.
- On the Data Sources tab, select alfaCRM.
- Specify the host, API key and email administrator.
- Press Connect.
- Make sure the status has changed to Connected.
Actions
Add the operations of getting branches, subjects, lessons and teachers, and then enroll in the lesson. The sequence and parameters are described in Actions alfaCRM.
Verification
On the test client, check the choice of branch, subject, teacher and time. After creating the record, make sure it appears in alfaCRM with the correct data.
Do not publish the API key in the prompt, messages, files or screenshots. If the key is disclosed, replace it in alfaCRM and update the integration.