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Task API Use Cases

Dynamo Task API can be invoked from Salesforce and from any other system that can initiate HTTP requests.

Salesforce record triggered task

A typical use case with Salesforce would be a situation where a record being created or updated would cause the need to run DAP (Dynamo Application Template Package). DAP could e.g. create a document based on the new record without any human interaction.

Let’s consider that there is a need to create a contact information PDF when a new contact record is created.

Steps to accomplish this use case:

  1. Create DAP using Contact as main object: select Blank master from template builder.

  2. Configure Salesforce for proper API Authentication.

  3. Create record triggered Flow for Contact object

  4. Activate Flow

When the described steps are done, a new Contact record creation would trigger a call to Dynamo and execution of the defined DAP that would save contact information PDF to the Contact record.