Create a Process to Export Real-Time Data Updates

Process Automator allows you to:

• Create an automated process to send standard and custom object data to external API endpoints as an XML or JSON payload. 
• Automatically set standard and custom fields through a new action. 
• Receive and store API Call Out responses for downstream process steps as structured inputs to process step actions and conditions.

Using these features together, you can parse and use data from the response payload from an API Call Out to automatically set field values in subsequent steps in your process. 

Export data using an API Call Out and process the response

1. Create a new process. 
2. Set Launch Process on to Document Event. 
3. Select the document type and trigger event. 
4. Under Perform Action, select API Call Out. 
5. Select the Call Out to apply to the process. For more information, see Call Outs. 
6. Under API Call Out Response Variables, set a variable name and a response path.
   1. Variable Name: This value is internal and can be used to apply the value to a later step in the process. 
   2. Response Path: Evaluate the expected response and determine the expected response path. For example, the API Call Out may return a series of addresses. A response path may look something like this: /addresses/address/street_1

Set a field value 

You can use the Set Field action to set a field to any value. This task demonstrates how to set the value of a field to an API Call Out Response Variable. However, you do not need to use this action in conjunction with API Call Outs.

The Set Field action only supports these document types: 

• Requisition
• Invoice
• Contract
• Purchase Order
• Purchase Order Change
• Sourcing Event

1. Using the process started in Create a variable for a Call Out Response above, add a new step. 
2. Set the Action to Set Field.
3. In the Field Type field, select whether to set a Standard or Custom field and select the field name. 
4. Select whether to Use Response Variables. This option only displays if you created response variables for an API Call Out action. If set to Yes, then any response variables that you created display as options for the Field Value field. If set to No, then you can enter any text in the Field Value field. 

At runtime, the process sets the field value as configured for the designated object.