Accessing Flow through the REST API? | Community
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A
Anonymous
June 10, 2016
Question

Accessing Flow through the REST API?

  • June 10, 2016
  • 2 replies
  • 2759 views

I'm writing an integration between Marketo and our own internally developed CRM.

We were formerly integrated with SalesForce and I've been trying to design my integration to function as similarly as possible.

I noticed that some campaigns have a Flow section that can be used to create Task records in SalesForce, but I haven't been able to figure out how to access Flow logic through the REST API or even the SOAP API.

Is it possible to access Flow through either API? If I can't access Flow, is there another way I could approach this feature?

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2 replies

SanfordWhiteman
SanfordWhiteman
Level 10
June 10, 2016

"Accessing flow logic" seems like the opposite of what you want.  If you want to implement something similar to Create Task for users to add as a Flow step, then set up your system with a webhook endpoint that creates a task/event/job/etc. in your CRM for the lead.

A
Anonymous
June 14, 2016

I was hoping to avoid using webhooks, since we already have numerous campaigns created that have flow logic. Not to mention the support calls I'm going to get whenever someone tries to use the flow feature and doesn't see any results.

A
Anonymous
June 10, 2016

Hi Andy,

Yes, you can.

You can use the Request Campaign API call at

http://developers.marketo.com/documentation/rest/request-campaign/

And then use a smart campaign which triggers like,

I have also done similar thing in past using 'Add to list' call

http://developers.marketo.com/documentation/rest/add-leads-to-list

And then having a smart campaign working on new leads added to that list in Marketo.

Thus in your CRM, when you want to add a lead / contact to a Marketo flow, call 'request campaign' api for that record.

It will trigger 'campaign is requested' activity in Marketo.

Your Marketo smart campaign will then get triggered and execute the flow you specify in that smart campaign.

Sanford, I think Andy wants CRM user to be able to add a lead from CRM to a predefined flow in Marketo.

Like 'add to a nurture flow' or similar.

Hope this helps Andy.

Rajesh Talele

SanfordWhiteman
SanfordWhiteman
Level 10
June 12, 2016

Sanford, I think Andy wants CRM user to be able to add a lead from CRM to a predefined flow in Marketo.

Could be! But a flow step "that can be used to create Task records in SalesForce​" is strange example when explicitly not using SFDC.

A
Anonymous
June 14, 2016

I probably explained this poorly, I'm not super familiar with the Marketo Marketing speak

This feature can be configured to create tasks records in SF:

I would like to read this logic through the API so I can programatically create equivalent records in the new CRM

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