Examples
Example - create Deal
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”) (usually mandatory)
{
"object": {
"lime_object_name": "deal",
"create_object": {
"name": "Ny affär"
}
}
}
Example - create History
Creates a "history" as main object
Puts all the formdata in the field "note" on history object
Sets the history "type" to the value "comment" (usually mandatory)
{
"object": {
"lime_object_name": "history",
"summary_field": "note",
"create_object": {
"type": "comment"
}
}
}
Example - create Document
Creates a ”document” as main object
Sets the document "type" to the value "other" (usually mandatory)
{
"object": {
"lime_object_name": "document",
"create_object": {
"type": "other"
}
}
}
Example – create Deal and Document
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”) (usually mandatory)
Creates a document related to the deal, IF document(s) or file was uploaded in the form
Sets the document "type" to the value "other" (usually mandatory)
{
"object": {
"lime_object_name": "deal",
"create_object": {
"name": "Ny affär"
}
},
"document": {
"lime_object_name": "document",
"object_relation": "deal",
"create_object": {
"type": "other"
}
}
}
Example – create Deal and History
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”) (usually mandatory)
Creates a history related to the deal
Puts all the formdata in the field "note" on history object
Sets the history "type" to the value "comment" (usually mandatory)
{
"object": {
"lime_object_name": "deal",
"create_object": {
"name": "Ny affär"
}
},
"history": {
"lime_object_name": "history",
"object_relation": "deal",
"summary_field": "note",
"create_object": {
"type": "comment"
}
}
}
Example – create Deal and History with BankID information
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”) (usually mandatory)
Creates a history related to the deal
Puts all the formdata in the field "note" on history object
Sets the history "type" to the value "comment" (usually mandatory)
Adds (appends) BankID label and BankID URL to the history note field
{
"object": {
"lime_object_name": "deal",
"create_object": {
"name": "Ny affär"
}
},
"history": {
"lime_object_name": "history",
"object_relation": "deal",
"summary_field": "note",
"create_object": {
"type": "comment"
},
"bankid": {
"label": "Signed using BankID",
"field": "note"
}
}
}
Example – create Deal with BankID URL in separate field
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”)(usually mandatory)
Adds BankID URL to the field “bankid_signature”
{
"object": {
"lime_object_name": "deal",
"create_object": {
"name": "Ny affär"
},
"bankid": {
"field": "bankid_signature"
}
}
}
Example – create Deal, Document and History
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”) (usually mandatory)
Creates a document related to the deal, IF document(s) was uploaded in the form
Sets the document "type" to the value "other" (usually mandatory)
Creates a history related to the deal
Puts all the formdata in the field "note" on history object
Sets the history "type" to the value "comment" (usually mandatory)
{
"object": {
"lime_object_name": "deal",
"create_object": {
"name": "Ny affär"
}
},
"document": {
"lime_object_name": "document",
"object_relation": "deal",
"create_object": {
"type": "other"
}
},
"history": {
"lime_object_name": "history",
"object_relation": "deal",
"summary_field": "note",
"create_object": {
"type": "comment"
}
}
}
Example – create Deal, Document, History and search Person
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”) (usually mandatory)
Creates a document related to the deal, IF document(s) was uploaded in the form
Sets the document "type" to the value "other" (usually mandatory)
Creates a history related to the deal
Puts all the formdata in the field "note" on history object
Sets the history "type" to the value "comment" (usually mandatory)
Searches for person by using the Forms field “person_email” and tries to find that value in Lime on the field “email” on the person object. If found, person (and the company the person is related to) will be related to the created deal
{
"object": {
"lime_object_name": "deal",
"person_relation": "person",
"company_relation": "company",
"create_object": {
"name": "Ny affär"
}
},
"person": {
"lime_object_name": "person",
"lime_search_parameter": "email",
"forms_search_parameter": "forms_person_email",
"company_relation": "company"
},
"document": {
"lime_object_name": "document",
"object_relation": "deal",
"create_object": {
"type": "other"
}
},
"history": {
"lime_object_name": "history",
"object_relation": "deal",
"summary_field": "note",
"create_object": {
"type": "comment"
}
}
}
Example - create Deal, Document, History and search/create Person
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”) (usually mandatory)
Creates a document related to the deal, IF document(s) was uploaded in the form
Sets the document "type" to the value "other" (usually mandatory)
Creates a history related to the deal
Puts all the formdata in the field "note" on history object
Sets the history "type" to the value "comment" (usually mandatory)
Searches for person by using the Forms field “person_email” and tries to find that value in Lime on the field “email” on the person object. If found, person (and the company the person is related to) will be related to the created deal.
Create person if not found, by using supplied data from the form. The created person will be related to the created deal.
{
"object": {
"lime_object_name": "deal",
"person_relation": "person",
"company_relation": "company",
"create_object": {
"name": "Ny affär"
}
},
"person": {
"lime_object_name": "person",
"lime_search_parameter": "email",
"forms_search_parameter": "forms_person_email",
"company_relation": "company",
"create_object": {
"firstname": "forms_person_firstname",
"lastname": "forms_person_lastname",
"mobilephone": "forms_person_mobile",
"email": "forms_person_email"
}
},
"document": {
"lime_object_name": "document",
"object_relation": "deal",
"create_object": {
"type": "other"
}
},
"history": {
"lime_object_name": "history",
"object_relation": "deal",
"summary_field": "note",
"create_object": {
"type": "comment"
}
}
}
Example - create Deal, Document, History, search/create Person and create Company
Creates a ”deal” as main object
Sets the name of the deal to ”Ny affär” (“New deal”) (usually mandatory)
Creates a document related to the deal, IF document(s) was uploaded in the form
Sets the document "type" to the value "other" (usually mandatory)
Creates a history related to the deal
Puts all the formdata in the field "note" on history object
Sets the history "type" to the value "comment" (usually mandatory)
Searches for person by using the Forms field “person_email” and tries to find that value in Lime on the field “email” on the person object. If found, person (and the company the person is related to) will be related to the created deal.
Create person if not found, by using supplied data from the form. The created person will be related to the created deal.
Create company if person was created, by using supplied data from the form. The person will be related to the created company. Person and company will be related to the created deal.
Adds person and company relations to created history and documents, by setting person_relation and company_relation.
{
"object": {
"lime_object_name": "deal",
"person_relation": "person",
"company_relation": "company",
"create_object": {
"name": "Ny affär"
}
},
"person": {
"lime_object_name": "person",
"lime_search_parameter": "email",
"forms_search_parameter": "forms_person_email",
"company_relation": "company",
"create_object": {
"firstname": "forms_person_firstname",
"lastname": "forms_person_lastname",
"mobilephone": "forms_person_mobile",
"email": "forms_person_email"
}
},
"company": {
"lime_object_name": "company",
"create_object": {
"name": "forms_company_name",
"phone": "forms_person_mobile",
"email": "forms_person_email"
}
},
"document": {
"lime_object_name": "document",
"object_relation": "deal",
"person_relation": "person",
"company_relation": "company",
"create_object": {
"type": "other"
}
},
"history": {
"lime_object_name": "history",
"object_relation": "deal",
"person_relation": "person",
"company_relation": "company",
"summary_field": "note",
"create_object": {
"type": "comment"
}
}
}