Create opportunities in Marketo - marketo

I want to integrate Marketo api with my .net project.
My client has given a username & password to Marketo. I want to retrieve "opportunities" from Marketo. I have written code for that. Currently there are not any opportunities so I'm not able to test my code. Has anyone an idea how to create opportunities in Marketo so I can whetehr check my code is retrieving that records or not?

Opportunities are not visible as standalone entities in Marketo as they are in SFDC or other CRMs. Rather, as #joev said, you have to find a lead that has an opportunity and view the opportunity details within the context of that lead's detail view, on the Opportunity tab.
If you want to use the GUI to create an opportunity, the right place to do that would be in the CRM — not in Marketo.

You need to have create/update right via API, ask your client for create/update rights then you will be able to create some data through API itself.

Like other people have mentioned there isn't a direct GUI inside Marketo for creating opportunities. These are typically created via the CRM (aka Salesforce, NetSuite, Microsoft Dynamics, etc...) and then sync'd to Marketo.
If you want to test it and have no CRM available -- technically you can just use the REST API to sync your own opportunity to a lead. Once done you could login to Marketo to visually validate it. Then now that you have an opportunity created you could then use the API to GET the opportunities and further validate your integration.
Here is a link to Marketo's documentation on how to sync an opportunity to Marketo. Also on that page is the documentation on the other REST API options.

Related

workflows to update data in IMIS enterprise cloud

I am new to IMIS which is an Engagement management system with membership handling inbuilt. I need some inputs about the business process automation in IMIS. I see IMIS does not allow creating stored procedures to clients using IMIS cloud hosting. This seems to be a concern as every business has simple to complex processes and many processes updates data too. I am surprised to see that IMIS does not have a proper workflow builder (GUI based) where one can select as if some Business object is updated/created or have some value X then "update" some other business object/data i.e update the database table with specific values.
Best example if I want to use a custom Membership numbers (autonumbers) then I cannot do that. I cannot update table data via IMIS "process automation". IMIS "process builder" offers very limited functionality. It do allows calling stored procedure via it but what is the use of it as we cannot create a stored procedure in IMIS. IMIS does allow calling 3rd party REST api via process automation too for particular trigger. With in IMIS there is no way to add custom code handling or custom process handling or a UI based workflow with if/else (a BPM which is available in Salesforce, Zoho and other CRM).
SO I want to know if there is any IMIS consultant here then please guide me how do you suggest handling complex business process automations ? I know IMIS allows REST API but that means I need to write a custom code to handle the process automation and it also means I need to do it outside of IMIS cloud. I just need a confirmation that business process need to be handled via customization outside IMIS through an external system. The external system will get data from IMIS, make the data changes and push it back to IMIS via API. I can build it but before doing so I am trying to make sure I am not missing something which is inside in IMIS (99% sure it cannot be done inside IMIS)
I also believe IMIS does not have webhooks as well as there is no menu to configure the same in IMIS. Please guide on this.
Please do not point me back to "process automation" menu or feature of IMIS as I am aware of it and its limitation too. I have explained its limitation above after checking with the IMIS support desk.
Nope, you can't do complex workflows in iMIS cloud (yet, as of July 2022). No web hooks either. Both of these requirements can be covered with a cloud based RPA solution.

Any woocommerce REST API for guest account?

Woocommerce provides an API here which in order to use it, you have to provide a consumer key and consumer secret with a relevant authorization schema. What I fail to grasp is that, shouldn't be there an API for unauthorized / guest users ? I mean, I just want to create a display page (frontend) of available products, but without the need of generating CK/CS. Also looking in a similar question here
it seems that you cannot avoid using the keys. But a second question comes up. The frontend is not supposed to use the keys, because then the e-shop becomes exposed to the client. So, even by generating these keys in order to access woocommerce api, how am I supposed to correctly use them ? Please help me understand the flow.
TLDR;
Do NOT use CK/CS in front end. It's only for use in a secure backend. The keys can be used to read/write anything from products to, orders to all customer related information.
Based on you questions, I suspect APIs might not be the best way to do what you're intending to do. If you do need APIs, chances are, you have two backend servers communicating with each other. APIs are usually meant for use by other applications. For example, a lot of Point of Sale systems utilize this WooCommerce API. You might want to look into extending the WooCommerce plugin itself and creating end points to get the information or perform actions you need.
If you are not familiar with secure Authenticated APIs, I would highly suggest you familiarize yourself with them as failure to secure the website can result in huge financial losses to sensitive personal information leakage of the site users since WooCommerce APIs, at the time of this writing, only allows you to set read or write permissions with full access to everything.
With that in mind I will attempt to answer all of your questions one by one and give an idea of how you should use it.
To Answer your questions
What I fail to grasp is that, shouldn't be there an API for
unauthorized / guest users ? I mean, I just want to create a display
page (frontend) of available products, but without the need of
generating CK/CS
I'm guessing your misconception is that you need to use separate keys for each user. API keys are not meant to give access for front-end users. The API keys generated by the WooCommerece plugin gives full read/write access to any user to view/modify any information including that of other customers. Its meant for admins. If you check the official WooCommerce API reference for retrieving a customer you'll notice that you get to provide an id here. And if you check the response it shows everything from addresses to contact information.
The frontend is not supposed to use the keys, because then the e-shop
becomes exposed to the client. So, even by generating these keys in
order to access woocommerce api, how am I supposed to correctly use
them ?
Its quite simple actually. You just need to get between the communication between the front-end users and the WooCommerce API. If the users needs to be provided information from the WooCommerce end point, you need to get it for them using the CK/CS.
This way, you confirm what information is allowed to view/modify by whom, and the user does not need to be authenticated.
WooCommerce Endpoints <---> Your secure backend service/middleware/controller <---> front-end user
One thing to note though, is that you need to be careful about the parameters a front-end user is able to change in the request to your server end-point that is consuming the WooCommerce API key. A customer should not be able to change the id that is requesting their info for example. Id should be retrieved from the backend from the secure authentication information coming from the front-end.

Outbound E-mail Profile API: Get list of e-mailaddresses

I'm working on a Java console application that needs to go through all the e-mailaddresses in the frontend database in Tridion Outbound E-mail 2011 and change a certain extended field of that contact.
I've gone through the Subscription API documentation for clues on how to get a listing of all the e-mailaddresses, but I'm getting stuck there. Is there any clean way to do this through the API, without resorting to database queries?
It is not possible to get a list of Contacts using the Subscription API. It is meant primarily for working with single Contacts, who update their profile on your website.
For bulk management of Contacts, you should use Tridion.AudienceManagement.API on your Content Management server instead. The changes will then be synchronized to all of your websites.
You should not change anything directly in the database, as you will get issues with synchronization.

Publish Subscribe Content Notifications

I came across this site in alfresco discussing publish/subscribe notifications within alfresco and was wondering if there were any progress on it or someone had created an add-on
http://wiki.alfresco.com/wiki/Publish_Subscribe_Content_Notifications
Only type of notification I've read thus far from the wiki or forums is email or using rss feeds. The CMIS specifications does not encompass this and alfresco web services does not include any such methods.
We have several web applications that need to download content once a document has been uploaded and transformed in alfresco. I could develop an action to push the documents to the appropriate app, but that would require me to know every endpoint. At this point there are only 3 application but there are requirements to add additional ones in the future. Having a publisher/subscriber model would make the solution more scalable and easy maintenance in the future
What if you wrote a custom action that adds a message to a queue. You could have the queue/topic name configurable so that when someone configures a rule on a folder, they can specify which queue to put the message on. Your apps can then subscribe to the queue and act appropriately.
You could also do something similar as a step in a workflow.
Maybe the message would be something simple like the nodeRef or the CMIS object ID.

Creating News Letter in Asp.NET

Do you guys know how to write newsletter subscription in asp.net ? Is there any practice for that or we simply should use a standard way to build newsletter subscription like a table and saving e-mails into this table. When admin clicks send button of an e-mail and all the recipients get the e-mail.
Thanks.
There are no fast hard rules. It all depends on what features your business requires.
I'm not sure about abroad, but in the US it's required by law (Can SPAM 2003) to give the user an unsubscribe feature.
By saving the emails in a database, you can easily automate the unsubscribe feature.
There's an ASP.Net Newsletter project on Codeplex. You might want to have a look at what they do for inspiration, or perhaps just use that project.

Resources