Project details

As we did in Chapter 2, Help Desk Ticket Generation, we will divide our Automation into logical workflows to come up with our Automation. Let's have a look at the technical components we will be building for this project.

We will have a main workflow called Main.xaml where we will extract the customers using Get Customer List Sequence. Once we have the customer list, we will invoke RequestCustomerDetails.xaml so that we can search Crunchbase.com and capture the customer details. We will pass the customer details back to Main.xaml, where we will then use Update Customer details Sequence to update the customer data in Apptivo CRM. 

The following is a high-level sequence diagram depicting this:

Now that we've had this overview, let's create these technical components and test them. Before we do that, however, we need to prepare our CRM application – Apptivo.