Automate CRM to Qntrl Task Creation with Inbound REST API | Qntrl Online Help | Inbound REST API Web Services

Business Case: Automate Card Creation via External CRM

Scenario

A company uses an external CRM (like Zoho CRM or Salesforce) to collect leads. Whenever a lead qualifies, the CRM needs to automatically create a task card in Qntrl's process management system to trigger internal follow-up actions. Instead of manually creating a task in Qntrl, the external system can call an Inbound REST API in Qntrl to automate this.

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

Each set of related APIs must belong to 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"
  1. Click Create.
Once the module is created, a configuration window will open to define the API endpoint.
 

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-ID (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://core.qntrl.com/webservice/<org-id>/lead/create

 

Example Use in a CRM   

Here’s an example of how to send an inbound REST request from your CRM to Qntrl using the POST method with a JSON payload.

Endpoint:

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

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

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


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