chengcheng | 2022-06-09 08:54:51 UTC | #1
Hi
I created a secure flow which allow customer input account number and password, at the same time, we would like our CRM system could get those account number and password.
we let our CRM system subscribe conversation topic to get those data by set participate action, but password is displayed in interaction which was not acceptable. is that any way to pass password to CRM from secure flow except set participate action ?
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mikehardie | 2022-06-10 04:30:41 UTC | #2
You would need to do a web POST to your CRM with the password details
chengcheng | 2022-06-10 04:55:30 UTC | #3
Hi mikehardie
thank you for your reply.
do you mean below steps ? 1, create POST API in CRM system 2, create data action to use this post method to pass password to CRM database. 3, CRM get password from CRM database.
Regards, Chengcheng
mikehardie | 2022-06-10 13:53:38 UTC | #4
Hi Chengcheng. Yes. this is currently the only way to securely store the infomation from a secure flow.
Mike
system | 2022-07-11 05:25:01 UTC | #5
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