Calling your APIs within Cases

Using Custom APIs, you can create rules that make calls to your APIs to calculate information. For example, you could use this to call your existing risk engine within a client onboarding case.

To create such a rule, you have to do two things:

  1. Specify your API under Administration -> Your APIs. First, specify the basics of your API: A key to identify it, the base URL and a header key and value for authentication. Then, add all the requests (GET, POST, ...) atfinity can make to your API.

  2. Create a rule action calling your API Open any rule under configuration -> rules. When you click "Add new action" you will see the requests to your API as a possible action to add. Add a request to your API and connect both the input and output values to information in your process.

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