Callout Action

Callout Action allows to create HTTP requests like GET, POST, PUT, and DELETE.

• Add an action with the Action Type = Callout (1).

See more info about creating Actions in Working with Actions article.

• Select the request Method (2)

• Enter the endpoint URL (3)

• Specify another settings:

  • Compressed (4): allows to compress the data you send. If a response comes back in compressed format, it will be uncompressed and returned the uncompressed value.

  • Send as Blob (5): Sets the contents of the body for the request using a BLOB.

  • Certificate Name (6): allows to add certificate name.

• Add "Headers" (7) and populate name and value.

• Enter the request Body (8).

• Specify name of the variable that will contain action result in "Variable Name" field (9).

• Check "Execute in background" checkbox (10) to make action be executed in background. Also this shows following fields:

• "Wait for result" checkbox (11) - check it if you need to receive action execution result in order to work with it (e.g., when using action in action group or getting data from external resource).

• "With gap" (12) - specify time in minutes which system will wait before action execution

You can use Static values, Merge Fields or Formulas to populate Certificate Name, Headers and Body.

See more info on Merge Fields and Formulas at Working with Context objects and Working with Functions

• Save action.

Now you can execute it from Forms and Kanbans.