Dataflow Automation Actions

Table of Contents

• What is Dataflow Automation?
• How do I use the Dataflow HTTP Request to call the iFormBuilder APIs?

What is Dataflow Automation?

Zerion Dataflows provide organizations Big Data capabilities including long-term storage, data management, processing, and integration without having to invest millions of dollars and a dedicated team.  

Click here for more information.

How do I use the Dataflow HTTP Request to call the iFormBuilder APIs?

The purpose of this article is to demonstrate how the Oauth2 connector can be used to call all the iFormBuilder APIs.

This will allow users to build custom workflows using other APIs besides the record and options API. This includes:

• Records: Get a list of records from a specific form for use in Dataflow.
• Notification: Send custom notifications to users.
• Users: Create new users in bulk or setup integrations to create, edit, or delete users automatically.
• Forms and Element: Create or update forms and element details automatically
• and More: View the full list of APIs

Follow the steps below to setup Dataflow to call iFormBuilder APIs.

STEP 1. The first thing you'll need to do (if you haven't already) is configuring the Oauth2 Connection by following the steps in this article.

STEP 2. Once your connection is active, load the Dataflow where you'll be working.

STEP 3. Highlight the RecordSet and from the Actions drop-down, select HTTP Request.

STEP 4. Enter a name for your HTTP Request Action.

STEP 5. Enter an endpoint URL for the API you would like to call. In this example, the syntax will look something like this:

https://server.iformbuilder.com/exzact/api/v60/profiles/xxx/optionlists/xxx/options

• Replace servername with your server name.
• Replace profile with your Profile ID.
• Replace optionlists with the Option List ID of your Option List.

STEP 6. Select the Connection you created Step 1 or choose a different, existing Connection.

STEP 7. Select a Command to use. The list of supported commands are:

• GET
• POST
• PUT
• DELETE

This selection will vary based on the API you are using. 

STEP 8. Choose your Content-Type.

In this example, we choose raw so choose your Raw Type. 

STEP 9. Set your Headers to Content-Type and the Values to application/json.

STEP 10. It is IMPORTANT to create an event to capture the result of your requests so that you will know if your request returns any data.

Name your event and click Save.

STEP 11. Your Dataflow should look similar to the one below. Send some data and you will see the result of your API request in the event RecordSet.

Your Record Data should look similar to: