Events

Cloud Elements supports events via polling or webhooks depending on the endpoint. If you would like to see more information on our Events framework, please see the Event Management Guide.

Supported Events and Resources

Cloud Elements supports polling events for Sage One.

You can set up polling for the customers resource. You can also copy the customers configuration to poll other resources. See Configure Polling Through API for more information.

Alternatively, if there are multiple supported resources, you can go with something like this:

You can set up events for the following resources:

  • Account
  • Lead
  • Contact
  • Opportunity
  • Other objects that include created, updated, and deleted data.

Polling

You can configure polling through the UI or in the JSON body of the /instances API call.

Configure Polling Through the UI

For more information about each field described here, see Parameters.

To authenticate an element instance with polling:

  1. Sign in to Cloud Elements, and then search for Sage One in our Elements Catalog. Search
  2. Hover over the element card, and then click Authenticate. Create Instance
  3. Enter a name for the element instance.
  4. Switch Events Enabled on.
  5. Add an Event Notification Callback URL.
  6. Use the Event poller refresh interval (mins) slider or enter a number in minutes to specify how often Cloud Elements should poll for changes.
  7. Select the resources to poll.
  8. Advanced users can further configure polling:
    • Click Code Button to edit the polling configuration JSON directly. Configure Polling UI
    • Click Edit Button to access the poller configuration. Configure Polling JSON
  9. Click Create Instance.

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource, or use it in a formula template.

Configure Polling Through API

Use the /instances endpoint to authenticate with Sage One and create an element instance with polling enabled.

To authenticate an element instance with polling:

  1. Get an authorization grant code by completing the steps in Getting a redirect URL and Authenticating users and receiving the authorization grant code.
  2. Construct a JSON body as shown below (see Parameters):

    {
      "element":{
        "key":"sageone"
      },
      "providerData":{
        "code": "<AUTHORIZATION_GRANT_CODE>"
      },
      "configuration":{
        "oauth.api.key": "<CLIENT_ID>",
        "oauth.api.secret": "<CLIENT_SECRET>",
        "signature.secret": "<SIGNING_SECRET>",
        "apim.subscription.key": "<SUBSCRIPTION_PRIMARY_KEY_or_APIM_SUBSCRIPTION_KEY>",
        "country": "<COUNTRY_CODE>",
        "oauth.callback.url": "<CALLBACK_URL>",
        "event.notification.enabled": true,
        "event.notification.callback.url": "http://mycoolapp.com",
        "event.poller.refresh_interval": "<minutes>",
        "event.poller.configuration":{
          "customers":{
            "url":"/hubs/finance/customers?where=lastModifiedDate>='${date:yyyy-MM-dd'T'HH:mm:ss'Z'}' and attributes='created_at,updated_at",
            "idField":"id",
            "datesConfiguration":{
              "updatedDateField":"updated_at",
              "updatedDateFormat":"yyyy-MM-dd'T'HH:mm:ss'Z'",
              "updatedDateTimezone":"GMT",
              "createdDateField":"created_at",
              "createdDateFormat":"yyyy-MM-dd'T'HH:mm:ss'Z'",
              "createdDateTimezone":"GMT"
            }
          }
        }
      },
      "tags":[
        "Test"
      ],
      "name":"API_Polling"
    }
    
  3. Call the following, including the JSON body you constructed in the previous step:

    POST /instances
    
  4. Locate the token and id in the response and save them for all future requests using the element instance.

Example JSON with Polling

instance JSON with polling events enabled:

{
  "element":{
    "key":"sageone"
  },
  "providerData":{
    "code":"1c6ff4089d58d80e86482ab7d5b97f15dd7b041d"
  },
  "configuration":{
    "oauth.api.key": "xxxxxxxxxxxxxxxxxx",
    "oauth.api.secret": "xxxxxxxxxxxxxxxxxxxxxx",
    "signature.secret": "xxxxxxxxxxxxxxxxxxxxxxxxx",
    "apim.subscription.key": "xxxxxxxxxxxxxxxxxxxxxxxxx",
    "country": "US",
    "oauth.callback.url": "https://mycoolapp.com",
    "event.notification.enabled":true,
    "event.notification.callback.url":"http://mycoolapp.com",
    "event.poller.refresh_interval":"15",
    "event.poller.configuration":{
      "customers":{
        "url":"/hubs/finance/customers?where=lastModifiedDate>='${date:yyyy-MM-dd'T'HH:mm:ss'Z'}' and attributes='created_at,updated_at",
        "idField":"id",
        "datesConfiguration":{
          "updatedDateField":"updated_at",
          "updatedDateFormat":"yyyy-MM-dd'T'HH:mm:ss'Z'",
          "updatedDateTimezone":"GMT",
          "createdDateField":"created_at",
          "createdDateFormat":"yyyy-MM-dd'T'HH:mm:ss'Z'",
          "createdDateTimezone":"GMT"
        }
      }
    }
  },
  "tags":[
    "Test"
  ],
  "name":"API_Polling"
}

Parameters

API parameters not shown in Cloud Elements are in code formatting.

Parameter Description Data Type
'key' The element key.
sageone
string
Name
name
The name for the element instance created during authentication. Body
oauth.callback.url The Callback URL for the connected app you created for Sage One. This is the Callback URL that you recorded in API Provider Setup section.
oauth.api.key The key obtained from registering your app with the provider. This is the Client ID that you recorded in API Provider Setup section. string
oauth.api.secret The client secret obtained from registering your app with the provider. This is the Client Secret that you recorded in API Provider Setup section. string
signature.secret The signing secret obtained from registering your app with the provider. This is the Signing Secret that you recorded in API Provider Setup section. string
APIM Subscription Key
apim.subscription.key
The subscription primary key obtained from subscribing to the Sage One API. This is the Primary Key that you recorded in API Provider Setup section.
string
country The two digit country code associated with the account of the authenticating user. string
Events Enabled
event.notification.enabled
Optional. Identifies that events are enabled for the element instance.
Default: false.
boolean
Event Notification Callback URL
event.notification.callback.url
The URL where you want Cloud Elements to send the events. string
Event poller refresh interval (mins)
event.poller.refresh_interval
A number in minutes to identify how often the poller should check for changes. number
Configure Polling
"event.poller.configuration"
Resource to poll along with its configuration. JSON Object
customers
"event.poller.configuration": "{\"customers\"...}"
Optional
The Sage One customers resource available for polling.
JSON object
tags Optional. User-defined tags to further identify the instance. string