I am designing a small process in Suite CRM which requires an external process to do some of the work.
When a field is set in the customer account to a certain value a workflow creates a record in a custom module “Outbound Actions”.
An external scheduler polls this table and carries out the work described in the records of that table.
The next step is two fold:
- Update the Outbound Actions table to mark the item “DONE”
- Add a note to the “Account::History” for the user to detail what was done and when.
I can probably jump straight into using SQL queries to modify the data in the DB, but hopping through the relationships to find the correct customer and then add the correct note/history item, not to mention any custom fields could be a pain.
Is there a simpler way to add a record externally via HTTP or other endpoint?
Thanks,
Paul