Integration with Sage
How do I create a Person, Lead or Case in my Sage CRM for every chat?
Please follow the guide below to learn how to integrate LiveHelpNow with your Sage CRM instance to create person, leads or cases for every chat you receive in your LiveHelpNow account.
To integrate LiveHelpNow with Sage we will be using LiveHelpNow webhooks.
- Locate your Sage Rest API URL by following this guide
The URL should look something like this:
https://server_url/sdata/crmj/sagecrm2/-/Cases
https://server_url/sdata/crmj/sagecrm2/-/Person
https://server_url/sdata/crmj/sagecrm2/-/Lead - Configure LiveHelpNow Webhook for "Chat Closed" event.
In the following example we configured case creation for every chat.
- Head to Admin Panel → Integrations & Partners → Webhooks and add new webhook for "Chat Closed" event.
Use the following settings:
| Event Type | JSON |
| Event Verb | POST |
| HTTP Basic Auth | Your Sage Account Username and Password |
| Payload |
Please see examples in this guide. Here's an example of Case creation payload we used.
{ "case_description":"Chat with $$$Company$$$", "Case_ProblemNote": "Name: $$$Name$$$ \n Email: $$$Email$$$ \n Phone: $$$Phone_Number$$$ \n Company: $$$Company$$$ \n $$$ChatTranscript$$$", "Case_Status": "In Progress" } |
| URL |
See above in #1. http://{server}/sdata/{installName}j/sagecrm2/-/{resource} |