Magentrix

The Magentrix modules allow you to watch, create, update, retrieve, and delete the calls, and messages in your Magentrix account.

Getting Started with Magentrix

Prerequisites

A Magentrix account

In order to use Magentrix with Integromat, it is necessary to have a Magentrix account. If you do not have one, you can create a Magentrix account at magentrix.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Magentrix to Integromat

1. Go to Integromat and open the Magentrix module's Create a connection dialog.

2. In the Connection name field, enter a name for the connection.

3. In the Subdomain field, enter your account's domain name. For example, if your Magentrix account URL address is www.xyz.magentrixcloud.com then your subdomain is xyz.

4. In the Username and Password field, enter your Magentrix account login credentials, and click Continue.

The connection has been established.

Actions

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Magentrix account.
URL	Enter a path relative to `https://yourdomain.magentrixcloud.com/`. For example: `/rest/2.0/query` For the list of available endpoints, refer to the Magentrix API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - Search Documents

The following API call returns all the documents that match the specified query from your Magentrix account:

URL:
/rest/2.0/query?q=SELECT Id, Name FROM Document WHERE (Name.ToLower().StartsWith ("s"))

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body > Records.
In our example, 3 documents were returned:

Create a Record

Creates a new record.

Connection	Establish a connection to your Magentrix account.
Entity	Select or map the entity whose record you want to create. When you select an entity, the fields are loaded dynamically based on the selection in the Entity field. You need to enter the details to create the record.

Update a Record

Updates a specified record.

Connection	Establish a connection to your Magentrix account.
Entity	Select or map the entity whose record details you want to update.
Entity ID	Select or map the Entity ID whose details you want to update. When you select an entity ID, the fields are loaded dynamically. You need to enter the details to update the record.

Delete a Record

Deletes a specified record.

Connection	Establish a connection to your Magentrix account.
Entity	Select or map the entity whose records you want to delete. For example, `tasks`, `events`.
Record ID	Select or map the Record ID you want to delete.

Upload a Document

Updates a document.

Connection	Establish a connection to your Magentrix account.
File Name	Enter the file name.
Parent ID	Select or map the Folder ID or Parent Record ID of the file you are uploading.
File	Enter the public file URL address to download.
Type	Select or map the file type: Document Attachment Salesforce File
ID	Select or map the Magentrix ID of the file if you are uploading a new version of the file.
Title	Enter the document name.
Description	Enter the details of the document.
Content Type	Enter the file content type. For example, `application/ms-word`.

Download a Document

Downloads a document.

Connection	Establish a connection to your Magentrix account.
Document ID	Select or map the Document ID you want to download.

Searches

Universal Search

Performs queries against any of the entities defined.

Connection	Establish a connection to your Magentrix account.
Search Query	Enter or map the queries to search the records or documents based on the specified query. See Query Entities for more details.
Limit	Set the maximum number of results Integromat should return during one execution cycle.

Uncategorized

Watch New Documents

Triggers when a new document has been added.

Connection	Establish a connection to your Magentrix account.
Limit	Set the maximum number of new documents Integromat should return during one execution cycle.

Watch New Records

Triggers when a new record of the chosen entity has been created.

Connection	Establish a connection to your Magentrix account.
Entity	Select or map the entity whose new records you want to watch. For example, `tasks`, `events`.
Limit	Set the maximum number of new records Integromat should return during one execution cycle.

Watch Updated Records

Triggers when a record of the chosen entity has been updated.

Connection	Establish a connection to your Magentrix account.
Entity	Select or map the entity whose updated records you want to watch. For example, `tasks`, `events`.
Limit	Set the maximum number of updated records Integromat should return during one execution cycle.