We will use the Crunchbase.com website to look up the company information for our customers. This information will be used to update the customer information in our Apptivo:
- If you haven't done so already, go to Crunchbase.com in Chrome and create an account by providing the necessary details. You can also use social authentication. Just ensure you are in a logged in for the Automation process.
- With the lookup site ready, let's create the Automation to get the customer information. We will create a new Sequence by clicking on New and then choosing Sequence from the Studio ribbon on top. Name it RequestCustomerDetails in the Sequence box that pops up and click Create.Â
- To pass the customer data around, we'll need to create two arguments. Select the RequestCustomerDetails.xaml Sequence and click on Arguments to create two DataTable arguments called CompanyList and CompanyData:
Now...