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Overview
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Actionflows can be setup to provide an API end point which enables external systems to make calls to PhixFlow. Actionflows set up as API end points have a
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This functionality has been enhanced between version 10 and version 11, please refer to the relevant section below.
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| Incoming API Setup
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To enable an actionflow as an incoming API, we need to define it as an end point and configure an incoming connection point with a set of predefined input parameters. These settings are described below: Step 1 - Actionflow Properties
Step 2 - Input Connection Point Input ParametersIncoming APIs require a specific set of Input Parameters on the connection point.
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parameter | description |
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<<Server Name>> | URL of the server e.g. app.phixflow.com |
phixflow | the name of the instance, typically this is phixflow |
<<Actionflow Name>> | The name of the actionflow set in Step 1. Note that if your actionflow has a space in the name this must be replaced with %20. For example "My API" becomes, "My%20API". |
Example URL
https://app.phixflow.com/phixflow/api/1/action/MyApp/My%20API/trigger
title | Url Structure |
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The structure of the URL is as follows:
https://<<Server Name>>/phixflow/api/1/action/<<Application Name>>/<<Actionflow Name>>/trigger
phixflow
%20.
For example "My API" becomes, "My%20API". note: In version 10 the url structure differed, this old structure has been deprecated: https://<<Server Name>>
/phixflow/api/1/action/<<Actionflow Name>>
/trigger
Integrations using this old structure should be updated, however the url structure will still work in version 11.
Step 5.1 - API Status Check (Poll for Result)
- If calling a PhixFlow Asynchronous API only, a result will be immediately returned which includes a Process ID for that run.
- The Process ID is returned on the path:
$.processId
- This can be accessed in an Output attribute using,
_result.value
- The Process ID can be used to call the following URL which will return the current state of the run:
- https://<<Server Name>>/phixflow/api/1/action/<<Application Name>>/<<Actionflow Name>>/poll/<<processID>>
Step 6 - Returned Data JSON Path
If your API has been configured to return data the path will be in the format:
$.data.<<Output Name>>
Where <<Output Name>> is the Output connection point setup in step 3.
Adding Authentication
Step 7 - Enable Authentication
Step 8 - Create an Authentication User
In theUse API Key
- To create a user see Managing User Accounts → Creating Users.
Step 9 - Authentication Token KeyStore
A signing key is used to generate the Phixflow API key and this is stored on the server to ensure secure access.
Using the page Configure a Keystore and Aliases, configure phixflow-api-key to be used as the signing key for PhixFlow API Keys in the same way as the pepperKey is configured. This secret string must be a minimum of 32 bytes length.
Step 10 - Generate Authentication Token
Step 11 - Send Authorization
When calling the Incoming API, the authorisation token must be passed in as a header called: Authorization
Server Console Responses
The item calling the API End-Point will receive the a Response from the API End-Point stating whether it has run successfully (Success) or not (Fail). Responses can be customised to return specific messages.
The response recorded in theIf you are making the call using PhixFlow the Responses can be access as follows:
- Click the ActionFlow entry
- In the Messages section which is opened below, double-click the lines that begin Response
- Click the Message Details tab to see the response.
API End-Point Results
To see the results of the API End-Points processing in the- Click the ActionFlow entry for the API End-Point
- In the Messages section which is opened below, double-click any of the Messages to see more details
- If you are using a debug() statement these will appear here.
Failures
An API End-Point will fail if the logic in the Actionflow fails or if the error() function is used to force a failure.
If records are passed to the API End-Point individually a failure will only impact the specific record being processed.
title | Version 10 |
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To enable an actionflow as an incoming API, we need to define it as an end point and configure an incoming connection point with a set of predefined input parameters. These settings are described below:
Step 1 - Actionflow Properties
- Create an Actionflow from the Actionflow home page
- Set a unique name and provide a useful description
- Note the name must be unique across all applications on PhixFlow.
- When the Actionflow opens, on the toolbar click Properties
- In the Basic Settings section of the properties, click API End-Point
- This turns the Actionflow into an incoming API.
- Click Allow Anonymous Connections
This allows anyone with the URL for the API to call it, the audit trail records the system as running performing the API call.
Adding authorization is covered later on this page.
- Apply your changes
Step 2 - Input Connection Point Input Parameters
Incoming APIs require a specific set of Input Parameters on the connection point.
- Click on the Connection Point In
- In the Properties that open, in the Input Parameters section add the following attributes, the names are case sensitive:
3. Apply your changes
Step 3 - Configure your Actionflow
Configure the actionflow to perform the required tasks.
If you wish to return data from the API,
- Add a new Connection of type Output
- The name of the Output Connection Point will be used to retrieve the data as part of the path. This is covered in Calling a PhixFlow API (below).
- Add the required Output Attributes
Calling a PhixFlow API
Step 4 - HTTP Method
To call a PhixFlow API use the HTTP Method POST
Step 5 - API URL
The API can be called using a URL which is constructed as follows:
Step 6 - Returned Data JSON Path
If your API has been configured to return data the path will be in the format:
$.data.<<Output Name>>
Where <<Output Name>> is the Output connection point setup in step 3.
Adding Authentication
Step 7 - Enable Authentication
- Open the Incoming API Actionflow.
- On the toolbar click Properties
- In the Basic Settings section of the properties, click Allow Anonymous Connection so that it is disabled, it will appear greyed out.
- Apply the changes
Step 8 - Create an Authentication User
- In the Repository, expand the application with the Incoming API.
- Expand Roles and create an New Role by clicking .
- Pin the tab as we will need it to remain open.
- Provide a useful Name e.g. GenerateToken
- In the Privileges section, click Privileges
- Scroll down to the Full Repository, expand it and search for the privilege:
Use API Key
- Drag the Use API Key into the privileges section of the Role.
- Apply the changes
- In the User Groups section, click User Groups
- Add a new Group for you Role.
- Give it a useful Name e.g. API Users.
- Add any users you require to be able to run the API. This could be a dedicated API user with limited privileges.
- To create a user see Managing User Accounts → Creating Users.
- In the Roles section, assign the role, User
- Click Apply and close the tab.
- Now drag the new user group into the User Groups section of the new privilege.
- Apply the changes
- Add a new Group for you Role.
- The setup should look similar to:
Step 9 - Authentication Token KeyStore
A signing key is used to generate the Phixflow API key and this is stored on the server to ensure secure access.
Using the page Configure a Keystore and Aliases, configure phixflow-api-key to be used as the signing key for PhixFlow API Keys in the same way as the pepperKey is configured. This secret string must be a minimum of 32 bytes length.
Step 10 - Generate Authentication Token
- The Incoming API will run as a specified user, this means when it is called the audit trail will show the specified user as having performed the Incoming API actionflow
- You do not need to login as this user, however, if you were already logged in as this user when performing Step 1 above, you will need to logout and login again to pick up the user group change
- In the Repository, scroll down to the Full Repository section and expand it
- Expand the Users section
- Double click on the user who will run the Incoming API
- Click the 3-dot more menu in the top right of the user properties
- Click Generate API Key
- Copy the value displayed and store it somewhere safe
Step 11 - Send Authorization
When calling the Incoming API, the authorisation token must be passed in as a header called: Authorization
and referenced in the Expression using the syntax, ${_datasource.KeyName} where KeyName is the name of the Secret Key.
Server Console Responses
The item calling the API End-Point will receive the a Response from the API End-Point stating whether it has run successfully (Success) or not (Fail). Responses can be customised to return specific messages.
The response recorded in the Console:
If you are making the call using PhixFlow the Responses can be access as follows:
- Click the ActionFlow entry
- In the Messages section which is opened below, double-click the lines that begin Response
- Click the Message Details tab to see the response.
API End-Point Results
To see the results of the API End-Points processing in the Console:
- Click the ActionFlow entry for the API End-Point
- In the Messages section which is opened below, double-click any of the Messages to see more details
- If you are using a debug() statement these will appear here.
Failures
An API End-Point will fail if the logic in the Actionflow fails or if the error() function is used to force a failure.
If records are passed to the API End-Point individually a failure will only impact the specific record being processed.
Version 11
Incoming API Setup
To enable an actionflow as an incoming API, we need to define it as an end point and configure an incoming connection point with a set of predefined input parameters. These settings are described below:
Step 1 - Actionflow Properties
- Create an
from the Actionflow home pageInsert excerpt _actionflow _actionflow nopanel true - Set a unique name and provide a useful description
- Note if using a pre 10.1 version of PhixFlow the name must be unique across all applications.
- When the Actionflow opens, on the toolbar click
Insert excerpt _property_settings _property_settings nopanel true - In the API section of the properties, enable API End-Point
- This turns the Actionflow into an incoming API.
- Enable Allow Anonymous Connections
Excerpt name AllowAnonymousConnections This allows anyone with the URL for the API to call it, the audit trail records the system as running performing the API call.
- Adding authorization is covered later on this page.
your changesInsert excerpt _save _save nopanel true
Step 2 - Input Connection Point Input Parameters
Incoming APIs require a specific set of Input Parameters on the connection point.
- Click on the Connection Point In
- In the Properties that open, in the Input Parameters section add the following attributes, the names are case sensitive:
Name | Type | Description |
---|---|---|
body | String | provides the information sent in the body of the API call. |
contentType | String | Provides details of the Content Type |
headers | String | Provides the information sent in the API call header. |
url | String | Provides the complete URL that was used to call the API. This can be used to pass parameters to the API. |
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Step 3 - Configure your Actionflow
- Configure the Actionflow to perform the required tasks, for example return all company data , or pass in a date and return all companies onboarded after this date.
- If you wish to return data from the API,
- Add a new Connection of type Output
- The name of the Output Connection Point will be used to retrieve the data as part of the path. This is covered in Calling a PhixFlow API below.
- Add the required Output Attributes i.e. the data you wish the API to return.
- Add a new Connection of type Output
Calling a PhixFlow API
Step 4 - HTTP Method and API Mode
- HTTP Method
- To call a PhixFlow API use the HTTP Method GET or POST:
- GET simply calls the API with data passed in the body of the request.
- POST calls the URL and sends data in the body of the request. The body data is passed into the body attribute of the Actionflow setup above as an Input Connection point.
- API Mode
- Wait for result (Synchronous) (Default): The API waits for the results or the timeout to occur. Note: If the timeout occurs the command is aborted.
- Poll for result (Asynchronous): The API is called and a response is returned immediately including the process ID. Subsequent API calls can be made using the process ID to fetch the status of the action. The asynchronous mode can be thought of as “fire and forget”.
Step 5 - API URL
The API URL can be found in the Actionflow Properties → API Section → URL value
Example URL: https://app.phixflow.com/phixflow/api/1/action/MyApp/My%20API/trigger
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The structure of the URL is as follows: https://<<Server Name>>/phixflow/api/1/action/<<Application Name>>/<<Actionflow Name>>/trigger
note: In version 10 the url structure differed, this old structure has been deprecated: https:// | ||||||||||
parameter | description | |||||||||
<<Server Name>> | URL of the server e.g. app.phixflow.com | |||||||||
phixflow | the name of the instance, typically this is phixflow | |||||||||
<<Actionflow Name>> | The name of the actionflow set in Step 1. Note that if your actionflow has a space in the name this must be replaced with %20. For example "My API" becomes, "My%20API". |
Step 5.1 - API Status Check (Poll for Result)
- If calling a PhixFlow Asynchronous API only, a result will be immediately returned which includes a Process ID for that run.
- The Process ID is returned on the path:
$.processId
- This can be accessed in an Output attribute using,
_result.value
- The Process ID can be used to call the following URL which will return the current state of the run:
- https://<<Server Name>>/phixflow/api/1/action
- /<<Application Name>>/<<Actionflow Name>>/poll/<<processID>>
Step 6 - Returned Data JSON Path
If your API has been configured to return data the path will be in the format:
$.data.<<Output Name>>
Where <<Output Name>> is the Output connection point setup in step 3.
Adding Authentication
Step 7 - Enable Authentication
- Open the Incoming API Actionflow.
- On the toolbar click
Insert excerpt _property_settings _property_settings nopanel true - In the
- Basic Settings
- section of the properties, click
- Allow Anonymous Connection
- so that it is disabled, it will appear
- greyed out.
the changesInsert excerpt _save _save nopanel true
Step 8 - Create an Authentication User
- In the
, expand the application with the Incoming API.Insert excerpt _repository _repository nopanel true - Expand
and create an New Role byInsert excerpt _roles _roles nopanel true
- clicking
.Insert excerpt _addIcon _addIcon nopanel true - Pin the tab as we will need it to remain open.
- Provide a useful
- Name
- e.g. GenerateToken
- In the Privileges section, click
Insert excerpt _privilege _privilege nopanel true - Scroll down to the
- Full Repository, expand it and search for the privilege:
Use API Key
- Drag the Use API Key into the privileges section of the Role.
- Full Repository, expand it and search for the privilege:
the changesInsert excerpt _save _save nopanel true
- In the
section, clickInsert excerpt _user_group _user_group nopanel true Insert excerpt _user_group _user_group nopanel true - Add a new
- Group
- for
- your Role.
- Give it a useful
- your Role.
- Name
- e.g. API Users.
- Add any users you require to be able to run the API. This could be a dedicated API user with limited privileges.
- To create a user see Managing User Accounts → Creating Users
- .
- In the Roles section, assign the role, User
- Click
and close the tab.Insert excerpt _save _save nopanel true
- Now drag the new user group into the
section of the new privilege.Insert excerpt _user_group _user_group nopanel true
the changesInsert excerpt _save _save nopanel true
- The setup should look similar to:
Step 9 - Authentication Token KeyStore
A signing key is used to generate the Phixflow API key and this is stored on the server to ensure secure access.
Using the page Configure a Keystore and Aliases, configure phixflow-api-key to be used as the signing key for PhixFlow API Keys in the same way as the pepperKey is configured. This secret string must be a minimum of 32 bytes length.
Step 10 - Generate Authentication Token
- The Incoming API will run as a specified user, this means when it is called the audit trail will show the specified user as having performed the Incoming API actionflow
- You do not need to login as this user, however, if you were already logged in as this user when performing Step 1 above, you will need to logout and login again to pick up the user group change
- In the
, scroll down to theInsert excerpt _repository _repository nopanel true
- Full Repository section and expand it
- Expand the
sectionInsert excerpt _user _user nopanel true - Double click on the user who will run the Incoming API
- Click the 3-dot more menu in the top right of the user properties
- Click
- Generate API Key
- Copy the value displayed and store it somewhere safe
Step 11 - Send Authorization
When calling the Incoming API
, the authorisation token must be passed in as a header called:Authorization
, the authorisation token must be passed in as a header called: Authorization
and referenced in the Expression using the syntax, ${_datasource.KeyName} where KeyName is the name of the Secret Key.
Server Console Responses
The item calling the API End-Point will receive the a Response from the API End-Point stating whether it has run successfully (Success) or not (Fail). Responses can be customised to return specific messages.
The response recorded in the
ConsoleInsert excerpt | ||||||
---|---|---|---|---|---|---|
|
If you are making the call using PhixFlow the Responses can be access as follows:
- Click the ActionFlow entry
- In the
- Messages section which is opened below, double-click the lines that begin
- Response
- Click the Message Details tab to see the response.
API End-Point Results
To see the results of the API End-Points processing in the
ConsoleInsert excerpt | ||||||
---|---|---|---|---|---|---|
|
- Click the ActionFlow entry for the API End-Point
- In the
- Messages section which is opened below, double-click any of the Messages to see more details
- If you are using a debug() statement these will appear here.
Failures
An API End-Point will fail if the logic in the Actionflow fails or if the
error() function is used to force a failure.
If records are passed to the API End-Point individually a failure will only impact the specific record being processed.