Scenario

How It Works  

• CRM sends a POST request to Qntrl’s Inbound REST API.
• This API is configured in Qntrl to receive the data and create a card in a workflow (e.g., Sales Follow-up).
• The API passes lead information like name, email, and interest level to Qntrl.
• A Function in Qntrl handles the data and creates the card with the right details and assignments.
• The operations team gets notified and can immediately take action.

Business Impact

      ✅ Faster Lead Handling: No need for manual task creation — cards appear instantly.

      ✅ Error-Free Task Creation: Ensures lead data is passed accurately from CRM to Qntrl.

      ✅ Saves Time: Automates routine steps, letting teams focus on important tasks.

      ✅ Improves Coordination: Sales and operations stay in sync with real-time updates.

      ✅ Scalable and Secure: Handles high volumes and supports authentication with tokens or OAuth.

Steps to Configure Inbound REST Web Service   

Create a Module

1. Navigate to(settings) >> WEB SERVICES >> Inbound >> Select REST.
2. Click New Inbound REST.
3. Fill in:

• Name: Lead Management
• Base URI: /lead
• Authentication Type: API Key (or OAuth if needed)
• Description: "Handles API requests to create follow-up cards from the CRM"

4. Click Create.

Configure the API Endpoint  

1. Name: Create Card
   
2. URL: /create
3. Method: POST
4. Resource Type: Function
5. Resource: Choose or create a function to handle card creation logic using input parameters.
   

Configure Request Components  

• Request Parameters:

• lead_name (String, Mandatory)

• email (String, Regex validation, Mandatory)

• priority (String, Optional)

• Request Headers:

• X-CRM-Auth (String, Mandatory)

• Request Body:

• Choose Raw and expect JSON:
  

{
  "lead_name": "Alice",
  "email": "alice@company.com",
  "priority": "High"
}

• Rate Limit Policy:

• Add or select policy: "100 requests per minute per IP"

Click Save to complete the configuration.

Save and Publish  

• Click Save to make the endpoint live.
  
• Share the endpoint and authentication token with the CRM system.
• The CRM can now send HTTP POST requests to:
  

https://<your-org>.qntrl.com/webservice/<org-id>/lead/create

Example Use in a CRM   

Endpoint:

POST https://<org>.qntrl.com/webservice/668909960/lead/create

Headers:

 Content-Type: application/json
  X-CRM-Auth: your-api-key

{
  "lead_name": "Alice",
  "email": "alice@company.com",
  "priority": "Medium"
}