Communication with external applications: Difference between revisions

Revision as of 10:09, 24 July 2019

Integration with third-party systems
Resco CRM Connector (web APIs): REST API service OData service Questionnaire OData service Resco Cloud Client (NuGet) Connect Resco Cloud and Dynamics Business Central Power Automate Resco Cloud connector Resco Reports connector Integrations Glossary entry on integration Woodford configuration Documents (Box, Dropbox, OneDrive, SharePoint) Communication with external applications (via URL schemes) Email integration Exchange (email, calendar, contacts) ~~Google~~ (discontinued) DocuSign integration Marketing services (MailChimp, MailerLite, GetResponse) SMS integration GitHub integration (for Woodford customizations)

In some cases you might want to start a process in Resco Mobile CRM app, but continue in a third-party application. For this, you need to be able to

Send data from Resco app to the third-party app
Receive reply (data) from third-party app and process it in Resco app.

We support this kind of inter-application communication via URL schemes. The third-party application also has to support URL schemes to use this kind of data exchange.

We are using Offline HTML with JavaScript to accept the answer from the third-party application. It also requires that you use UI replacement or home screen replacement in the app.

Example of the URL scheme

To open a specific record in Resco Mobile CRM app from other external application, it is possible to use this URL scheme link:

mobilecrm://open?{entity_logicalname};{entity_id}

Where {entity_logicalname} represents the entity name (case sensitive) and {entity_id} represents the GUID of the record itself.

An alternative URL for Android (which works from e.g. email apps) is:

http://resco.net/schemes/mobilecrm?{entity_logicalname};{entity_id}

Note	The record that the URL scheme is pointing to must be available in Mobile CRM app’s offline database.

Custom URL scheme

If you're using Resco CRM server as your CRM server, you can set a custom URL/URI scheme in the Admin Console.

@@ Line 8: / Line 8: @@
 We are using [[Offline HTML]] with JavaScript to accept the answer from the third-party application. It also requires that you use UI replacement or home screen replacement in the app.
-See this [https://youtu.be/VZQMwM0b-N8?t=34m11s part] of one of our webinars for more information. {{Badge|Webinar}}
+See also:
+* [https://youtu.be/VZQMwM0b-N8?t=34m11s Part] of a webinar introducing the feature {{Badge|Webinar}}
+* [https://en.wikipedia.org/wiki/Mobile_deep_linking Mobile deep linking] on Wikipedia
 === Example of the URL scheme ===
@@ Line 21: / Line 23: @@
 {{Note|The record that the URL scheme is pointing to must be available in Mobile CRM app’s offline database.}}
+=== Custom URL scheme ===
+If you're using [[Resco CRM server]] as your CRM server, you can set a custom URL/URI scheme in the [[Admin Console]].
 [[Category:Woodford]]