Synchronizing External Sources to a Flow

The API is a powerful tool to programmatically set up and manage flows to a very detailed extent. From a manager perspective, as everything is done programmatically, it can be difficult to get updates to a flow from an external system without waiting for a timed auto update function or similar. 

Requesting an update from the flow management page, by triggering a webhook, enables an integration to perform custom actions, such as calling a GET- or a POST endpoint or triggering a series of predefined events such as an update routine. 

An external source can be added to a flow either in-app on the flow management page or via the API. An external source is set up using a reference, the reference could be a unique identifier used at the external system to identify the exam or the source data. 

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When a manager requests an update on the flow, a webhook is triggered with a requestId, a flowId and the flow code in the payload. Subscribing to the webhook, the external integration can listen for requests on the attributes delivered in the payload. Triggering the webhook, changes the flow update state in-app to Sync Requested. The API can be used to end the update cycle, by setting the state to “completed”. This updates the flow update state in-app to Complete.

Valid Inputs for the Reference Field

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Using a Predefined Update Routine to Update a Flow

After the initial flow set up, a reference is added either manually by the manager or via the API using the flowId. A manager then triggers a webhook, forcing, in this case, an update routine to update the flow with external data.

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The update routine can start every time the webhook triggers, thus giving a manager the option for near real-time updates with external data. 


Enrich an Empty Flow With Data

A newly created flow does not contain any external data, and as such would need an external integration to feed data onto the flow. Feeding data onto the flow from an external integration would require a unique flow identifier, this could be the flowId or the flow code from the webhook payload. 

On a manually created flow, a manager triggers the webhook and the integration picks up the payload, looking for known values. From there, the integration can trigger the flow set up routine, thus enriching the flow with external data.API flow charts for service centre - External sources (3).png

Synchronising Multiple External Sources

Some assessments may be identical but split up in the backend, such as Class A and Class B. Instead of relying on two separate flows for Class A and B, a manager can merge them into a single flow by adding multiple external sources. This allows the manager to choose whether to synchronise all data or only a single source.

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