Forming of the remote system request
Netrox SC supports the ability to send several different types of requests to remote systems. Among them two main methods of dispatch are the most prominent: via HTTP and Email messaging. Usually HTTP communication is characteristic of CRM integration while email messages of Ticket-based systems.
In the "Method" dropdown menu located in theSetting up remote systems integrationsection, select the required data dispatch method.
Using system variables
In all the fields of the request setup page you can use system variables that provide access to dispatch of data specific to the individual visitor/correspondence/operator.
In order to use a system variable, use the [VARIABLE_NAME] structure. In other words, the name of the variable in brackets. User variables are accessed similarly, filled-in by the operator initiating the dispatch to a remote system.
- User variables for remote systems integration
- List of system variables for remote systems integration
If one of the HTTP dispatch methods is selected, you will be prompted to fill in an Internet address to send data to (the URL field).
For instance: https://somedomain.zone/[OPERATOR_CUSTOM1]/somehandler.ext
Adding form fields
If data is sent via the POST method as a form, or via the GET method, add fields for dispatch. For the GET method the added fields will be coded into the request line, while for POST they will be sent in the request body.
To add a field, press + Field. A table line will be added, containing two entry fields: Field name (key) and Value.
In order to delete a form field, move the mouse cursor to the corresponding table line and press the "Delete" appearing on the right.
Adding arbitrary data
When selecting data dispatch in JSON or XML formats, you will see a large text field for entering a template for dispatch.
Adding HTTP headers
Many CRM systems require dispatch of special service headers You can add or rewrite HTTP headers of the request. To do that, check the Add HTTP headers box after which a header table will appear. Adding and deleting is done similarly to form fields. Each table line is a pairing of "Header name -- Value".
In order to process a response from a remote system, check the Process response box.
Processing remote system response
If data is sent through email, you will be prompted to fill in standard email message fields: Address, Blind carbon copy, Message subject and Text.