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Using IBM® App Connect to interact with Crystal Ball

By Deepak Ayilliath posted Tue August 06, 2024 06:33 AM

  

Crystal Ball automates business activity monitoring, saving time and optimizing budget use for product and marketing teams.

Building a flow in IBM App Connect with Crystal Ball

Use App Connect to build flows that integrate with Crystal Ball and other applications. The connector is displayed as Crystal Ball on the IBM App Connect User Interface (UI) and the IBM Automation Explorer UI. 

To allow App Connect to connect to your Crystal Ball account, you need to fill in the connection fields that you see in the App Connect Designer Catalog page or flow editor.

Supported authorization type:

  • BEARER TOKEN

For detailed information about different authorization types, a list of supported actions and events, how to generate connection field values, and how to use the Templates gallery, see How to use IBM App Connect with Crystal Ball on the IBM Documentation webpage.

Supported objects in Crystal Ball

Object Description
Annotations Annotations in Crystal Ball are a feature that allows users to add notes or comments to specific parts of a forecast, providing additional context or insights. They can be used to highlight important trends, provide explanations for forecast results, or share knowledge with others.

Scenario 1: Create an annotation in Crystal Ball for each new contact created in Salesforce

Consider this scenario; when the flow is triggered, the flow retrieves a list of contacts from Salesforce based on the time interval and creates a new annotation in Crystal Ball.

Salesforce to Crystal Ball flow
The following steps are involved in the flow:
  1. In the event Scheduler node, specify a time interval based on your requirement (choose how often you want to run the flow).
  2. The Salesforce Retrieve contacts node retrieves a list of contacts created after a specific date.
  3. For each new contact created, the Crystal Ball Create annotation node creates an annotation in the Crystal Ball UI.
    Annotation created in Crystal Ball UI

Scenario 2: Create an annotation in Crystal Ball for new Mailchimp campaigns

Consider this scenario; when the flow is triggered, for the new campaigns created in MailChimp, an annotation is created in Crystal Ball.

MailChimp to Crystal Ball flow
The following steps are involved in the flow:
  1. The MailChimp New campaign node is triggered when a new campaign is created in MailChimp.
  2. The Create annotation node in Crystal Ball creates a new annotation for every new campaign created in MailChimp.
    New campaign created in Crystal Ball UI

Useful resources

You can view this template and other useful templates in the Templates gallery of your App Connect Designer instance or the IBM Automation Explorer page.

Get started with a free IBM App Connect Enterprise as a Service trial for 30 days to try out all our templates, visit https://ibm.biz/app-trial.

If you have a designer instance ID, use the following URL to directly access the template:

  • Create an annotation in Crystal Ball for each new contact created in Salesforce: https://<your-instance-id>/templates/Create%20an%20annotation%20in%20Crystal%20Ball%20for%20each%20new%20contact%20created%20in%20Salesforce
  • Create an annotation in Crystal Ball for new Mailchimp campaigns: https://<your-instance-id>/templates/Create%20an%20annotation%20in%20Crystal%20Ball%20for%20new%20Mailchimp%20campaigns

           Note: Replace <your-instance-id> in the URL with your custom instance ID.

You also have the option to import the .yaml file for this template directly into your App Connect Designer instance. These templates are available in a public GitHub repository.

#AppConnect#crystalball #salesforce #mailchimp

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