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Celonis Product Documentation

1CRM (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

The 1CRM modules enable you to monitor, search, retrieve, create, update, or delete records in your 1CRM account.

Getting Started with 1CRM

Prerequisites

  • A 1CRM account

In order to use 1CRM with Celonis platform, it is necessary to have a 1CRM account. If you do not have one, you can create a 1CRM account at 1crm.com/free-trial.

Notice

The module dialog fields that are displayed in bold (in the Celonis platform Action Flow, not in this documentation article) are mandatory!

Connecting 1CRM to Celonis platform

To connect your 1CRM account to Celonis platform you need to enter your 1CRM domain and login credentials to the Create a connection dialog in Celonis platform.

  1. Open any 1CRM module in the Celonis platform Action Flow.

  2. Click the Add button next to the Connection field.

  3. Fill the fields as follows:

    Connection name

    Enter the name for your 1CRM connection.

    Domain

    Enter the URL of your 1CRM account without the https prefix.

    Username

    Enter the user name for your 1CRM account. E.g. Admin.

    Password

    Enter the password to your 1CRM account.

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  4. Click the Continue button to establish the connection to your 1CRM account.

The connection has been established. You can proceed with setting up the module.

Records
New Event

Triggers when a record is created or updated.

Click the Add button to create a new webhook in your 1CRM account.

Webhook name

Enter the name for the webhook. E.g. Account Created.

Connection

Establish a connection to your 1CRM account.

Type

Select whether you want to monitor created, or updated records.

Module

Select the records you want to watch.

Search for Records

Performs a search by defined filter settings.

Connection

Establish a connection to your 1CRM account.

Module

Select the module where you want to search for records.

Fields

Select fields you want to be retrieved by Celonis platform. If left empty, a limited number of fields will be retrieved.

Filter text

Enter the search term. Fields involved in search depend on model.

Notice

Other fields that are available for filtering results are loaded dynamically, depending on the module selected above.

Sort order

Select a field representing the default sort order, overriding the default order.

Limit

Set the maximum number of records Celonis platform will return during one execution cycle.

Get a Record

Retrieves data of the specified record.

Connection

Establish a connection to your 1CRM account.

Module

Select the module that contains the record you want to retrieve details about.

Record ID

Enter (map) the ID of the record you want to retrieve details about.

Create a Record

Creates a new record.

Connection

Establish a connection to your 1CRM account.

Module

Select the module that you want to create a record for.

Notice

The corresponding fields are loaded dynamically, depending on the selected module.

Update a Record

Updates an existing record.

Connection

Establish a connection to your 1CRM account.

Module

Select the module that you want to create a record for.

Record ID

Enter (map) the ID of the record you want to update.

Notice

The corresponding fields are loaded dynamically, depending on the selected module.

Delete a Record

Removes a Record

Connection

Establish a connection to your 1CRM account.

Module

Select the module you want to remove the record from.

Record ID

Enter (map) the ID of the record you want to delete.

Other
List Modules

Returns all modules in your account.

Connection

Establish a connection to your 1CRM account.

Limit

Set the maximum number of modules Celonis platform will return during one execution cycle.

List Fields

Returns all fields of the specified module.

Connection

Establish a connection to your 1CRM account.

Module

Select the module you want to retrieve fields for.

Limit

Set the maximum number of fields Celonis platform will return during one execution cycle.

Get My Info

Retrieves information about the authenticated user.

Connection

Establish a connection to your 1CRM account.

Upload a File

Uploads a File.

Connection

Establish a connection to your 1CRM account.

Source file

Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your 1CRM account.

URL

Enter a path relative to https://{{YOUR-DOMAIN}}/api.php/.For example: /meta/modules/.

Note

For the list of available endpoints, refer to the Section 2.2 Next Generation REST API in 1CRM Developer Guide.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query string

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Modules

The following API call returns all of the modules in your 1CRM account:

URL: /meta/modules/

Method: GET

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The result can be found in the module's Output under Bundle > Body > list. In our example, all 81 modules were returned:

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