MarketplaceListingsSnippetSopra Steria - Get CRM Notes (API)

Sopra Steria - Get CRM Notes (API)

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Bronze Certified

Snippet

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Sopra Steria - Get CRM Notes (API)

Supported by Publisher

Bronze Certified

Snippet

0 reviews

1


Summary

This snippet get notes using API's for an incident raised in CRM. It also fetches the attachment present in the CRM notes in Base64 string format.

Overview

The snippet includes one XAML file - Get_Notes. It takes as input the Authorized Tokens, URL end point, Incident ID and HTTP Timeout. It returns the output as notes table which can be used further in programs where notes and attachments are required for processing. Whenever notes are required from CRM, this XAML can be called.

The snippet is designed without hard coding and the code is dynamic, it requires only input parameters so that it can run without any issues.

The above design of XAML code was done to meet the requirements where different processes need to use notes present in CRM for an incident and use them in front end applications like Oracle.

This will achieve the objective of getting data from CRM using API's without doing any front end screen navigation.

Benefits


Published: 2021-04-26T12:38:20+00:00 | Updated: 2021-04-26T12:38:20+00:00

Trusted Source


License

Apache 2.0


Code Language

Visual Basic


Tags

api
attachment
crm
notes

Compatibility

UiPath 2019.10 onwards.


Dependencies

UiPath WebAPI & system activities


Documentation


Support

Phone: 9899245732

Email: amit.agrawal@soprasteria.com

Monday to Friday 9:00 AM to 4:00 PM BST Response Time 1 day & Resolution time 5 days

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