Data Connect

Data Connect

Overview

The DATA CONNECT module offered by NoPaperForms allows transfer of Leads and Applications data, be it a user input or be it system generated, to external vendors/applications. This data can be transferred via two modes
  1. Webhook/POST API Integration
  2. Database level Integration (Direct DB Insert)

Webhook/ POST API Integration

Webhooks allow us to send data to external vendors/applications as soon as a pre-defined event is triggered by the lead/applicant using http/https request.
Below are the pre-defined set of events that can be used to initiate lead/application data transfer:
  1. Lead Registration
  2. Lead Verification
  3. Lead Stage Change
  4. Form Initiation
  5. Payment Completion
  6. Application Submission
  7. Application stage Change

Pre-requisites

  1. API endpoint/URL to post data to external vendor/application
  2. Data should be accepted via POST method.
  3. JSON format – the format in which the application will accept data.
  4. File Transfer method – We have three options
    1. Absolute Path - We will provide a full path of file which can be rendered by the external vendor/application as desired
    2. FTP/SFTP – The external vendor should provide FTP/SFTP where we will place the file
    3. Amazon – The external vendor should provide Amazon S3 bucket where we will place the file
Sample API endpoint/ POST API Endpoint

  1. {


    application_id: "{{fd.application_no|Application Number - Auto Generated}}", application_fees_paid: "{{ap.pay_amount|Payment Amount}}", payment_date: "{{ap.payment_start_date|Payment Date}}", application_date: "{{ap.payment_start_date|Payment Date}}",

    form_id: "268", personal_details: {

    title: "{{fd.applicant_title|Title}}", firstname: "{{fd.first_name|First Name}}", lastname: "{{fd.last_name|Last Name}}", dob: "{{fd.date_of_birth|Date of Birth}}", gender: "{{fd.gender|Gender}}",

    mobileno: "{{fd.mobile_no|Mobile Number}}", email: "{{fd.email|Email ID}}",

    }


    }

Database Level Integration

Database insert allows sending data directly to a third party MySQL database using DB Connect, on a real-time basis, as soon as an event occurs at lead/application level.
Below are the pre-defined set of events that can be used to initiate lead/application data transfer:
  1. Lead Registration
  2. Lead Verification
  3. Lead Stage Change
  4. Form Initiation
  5. Payment Completion
  6. Application Submission
  7. Application stage Change

Pre-requisites

    1. DB Credentials
      1. DB Host (Ex. erp-rds.cwzm75vxh34q.ap-south-1.rds.amazonaws.com)
      2. DB Username (Ex. Xyz)
      3. DB Password (Ex. Xyz)
      4. DB Port (Ex.5432)
      5. DB Name (Ex. t_matrix)
      6. DB Type (viz. MySQL/SQL)
    2. Data Format – Same as Webhook/Post API method.

    How does it Work?

    1. As soon as any event occurs, the system posts data to the API endpoint of the external vendor/application.
      * Event, Data, and API URL/endpoint are three important components of the Data Connect module that is configured for the system to get the desired result.
    2. After posting the Request to the endpoint URL of the third-party application and wait for the response.
    If the third party responds as “Success”, then we store the same, if it responds as “Fail”, we store the same in the system and the system retries to send the data again the next day (After 24:00:00)

    Lead and Application Data that can be transferred to third party application.
    Along with all lead and application data input from the end-user, the following data points can be mapped with the key to transfer to third party application:
    1. User Registration Date
    2. Lead Stage
    3. Lead Source
    4. Application start Date
    5. Application No.
    6. Application Status
    7. Form Completion Date
    8. Payment End Date
    9. Payment Amount

    FAQ’s

    1. Can I send data on multiple events?
      Yes, you can configure multiple events to send data, all data capture till the event will be posted, your application will update the existing record or create a new record as per the application's need.

    2. How is data being sent periodically to the third-party applications?
      Trigger works on real time basis on the occurrence of an event, complete data transfer takes 2-5 mins of time depending on the third-party application response time.

    3. What if my application is down when you post data?
      Whenever a system gets a failed response or no response from the application, it keeps the status of the same and tries to send the same next day (after 24:00:00) but it keeps sending data on the next event and stores response for individual hits.

    4. Is there any other data format that can be configured in the system?
      Yes, you can also configure Form Data, XML format apart from JSON format.

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