Accessing Flow through the REST API?

[Anonymous]

I'm writing an integration between Marketo and our own internally developed CRM.

We were formerly integrated with SalesForce and I've been trying to design my integration to function as similarly as possible.

I noticed that some campaigns have a Flow section that can be used to create Task records in SalesForce, but I haven't been able to figure out how to access Flow logic through the REST API or even the SOAP API.

Is it possible to access Flow through either API? If I can't access Flow, is there another way I could approach this feature?

[SanfordWhiteman]

"Accessing flow logic" seems like the opposite of what you want.  If you want to implement something similar to Create Task for users to add as a Flow step, then set up your system with a webhook endpoint that creates a task/event/job/etc. in your CRM for the lead.

[Anonymous]

I was hoping to avoid using webhooks, since we already have numerous campaigns created that have flow logic. Not to mention the support calls I'm going to get whenever someone tries to use the flow feature and doesn't see any results.

[Anonymous]

Hi Andy,

Yes, you can.

You can use the Request Campaign API call at

http://developers.marketo.com/documentation/rest/request-campaign/

And then use a smart campaign which triggers like,

I have also done similar thing in past using 'Add to list' call

http://developers.marketo.com/documentation/rest/add-leads-to-list

And then having a smart campaign working on new leads added to that list in Marketo.

Thus in your CRM, when you want to add a lead / contact to a Marketo flow, call 'request campaign' api for that record.

It will trigger 'campaign is requested' activity in Marketo.

Your Marketo smart campaign will then get triggered and execute the flow you specify in that smart campaign.

Sanford, I think Andy wants CRM user to be able to add a lead from CRM to a predefined flow in Marketo.

Like 'add to a nurture flow' or similar.

Hope this helps Andy.

Rajesh Talele

[SanfordWhiteman]

Sanford, I think Andy wants CRM user to be able to add a lead from CRM to a predefined flow in Marketo.

Could be! But a flow step "that can be used to create Task records in SalesForce​" is strange example when explicitly not using SFDC.

[Anonymous]

I probably explained this poorly, I'm not super familiar with the Marketo Marketing speak

This feature can be configured to create tasks records in SF:

I would like to read this logic through the API so I can programatically create equivalent records in the new CRM

[SanfordWhiteman]

You can't.  But I don't know why you'd want to do it this way, anyway.  That'd be creating a whole other point of failure.

If you create a webhook endpoint in your new CRM, then Marketo users can just drag that webhook into a flow.  In this case you'd probably want two webhook choices (just as you have two Create Task choices here): like Call Webhook - Create Task - Attended and Call Webhook - Create Task - Registered.

[Anonymous]

>Sanford, I think Andy wants CRM user to be able to add a lead from CRM to a predefined flow in Marketo.

Like 'add to a nurture flow' or similar.

No, I was hoping that I could read the flow logic for a particular campaign, then create a record in the CRM the same way tasks can be created in SF.