Magentrix

The Magentrix modules allow you to watch, create, update, retrieve, and delete the calls, and messages in your Magentrix account.

Getting Started with Magentrix

Prerequisites

  • A Magentrix account

In order to use Magentrix with Make, it is necessary to have a Magentrix account. If you do not have one, you can create a Magentrix account at magentrix.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

1. Go to Make and open the Magentrix module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection.

3. In the Subdomain field, enter your account's domain name. For example, if your Magentrix account URL address is www.xyz.magentrixcloud.com then your subdomain is xyz.

4. In the Username and Password field, enter your Magentrix account login credentials, and click Continue.

The connection has been established.

Watch New Records

Triggers when a new record of the chosen entity has been created.

Connection

Establish a connection to your Magentrix account.

Entity

Select or map the entity whose new records you want to watch. For example, tasks, events.

Limit

Set the maximum number of new records Make should return during one execution cycle.

Watch Updated Records

Triggers when a record of the chosen entity has been updated.

Connection

Establish a connection to your Magentrix account.

Entity

Select or map the entity whose updated records you want to watch. For example, tasks, events.

Limit

Set the maximum number of updated records Make should return during one execution cycle.

Create a Record

Creates a new record.

Connection

Establish a connection to your Magentrix account.

Entity

Select or map the entity whose record you want to create. When you select an entity, the fields are loaded dynamically based on the selection in the Entity field. You need to enter the details to create the record.

Update a Record

Updates a specified record.

Connection

Establish a connection to your Magentrix account.

Entity

Select or map the entity whose record details you want to update.

Entity ID

Select or map the Entity ID whose details you want to update. When you select an entity ID, the fields are loaded dynamically. You need to enter the details to update the record.

Delete a Record

Deletes a specified record.

Connection

Establish a connection to your Magentrix account.

Entity

Select or map the entity whose records you want to delete. For example, tasks, events.

Record ID

Select or map the Record ID you want to delete.

Documents

Watch New Documents

Triggers when a new document has been added.

Connection

Establish a connection to your Magentrix account.

Limit

Set the maximum number of new documents Make should return during one execution cycle.

Upload a Document

Updates a document.

Connection

Establish a connection to your Magentrix account.

File Name

Enter the file name.

Parent ID

Select or map the Folder ID or Parent Record ID of the file you are uploading.

File

Enter the public file URL address to download.

Type

Select or map the file type:

  • Document

  • Attachment

  • Salesforce File

ID

Select or map the Magentrix ID of the file if you are uploading a new version of the file.

Title

Enter the document name.

Description

Enter the details of the document.

Content Type

Enter the file content type. For example, application/ms-word.

Download a Document

Downloads a document.

Connection

Establish a connection to your Magentrix account.

Document ID

Select or map the Document ID you want to download.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Magentrix account.

URL

Enter a path relative to https://yourdomain.magentrixcloud.com/. For example: /rest/2.0/query

Note

For the list of available endpoints, refer to the Magentrix API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - Search Documents

The following API call returns all the documents that match the specified query from your Magentrix account:

URL: /rest/2.0/query?q=SELECT Id, Name FROM Document WHERE (Name.ToLower().StartsWith ("s"))

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > Records. In our example, 3 documents were returned:

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