Create a MAKE Scenario
Budget: $750 – $1,500 USD
BUSINESS NEED
We are in need of a Make Scenario development to receive a webhook containing a financial transaction and on receipt to:
1. Determine if the transaction exists in our CRM
a. If not, the CRM API will be used to create the transaction code in the CRM
b. If it does exist, proceed to the next step
2. Determine if the individual initiating the transaction exists in the CRM using the CRM’s APIs, and if not, create a record for the individual using the CRM’s POST API.
3. Using the individual’s record in the CRM, POST the transaction to the individual using the CRM’s API.
We are in need of a Make Scenario development to receive a webhook containing a financial transaction and on receipt to:
1. Determine if the transaction exists in our CRM
a. If not, the CRM API will be used to create the transaction code in the CRM
b. If it does exist, proceed to the next step
2. Determine if the individual initiating the transaction exists in the CRM using the CRM’s APIs, and if not, create a record for the individual using the CRM’s POST API.
3. Using the individual’s record in the CRM, POST the transaction to the individual using the CRM’s API.