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Hi All,

I am integrating Qualtrics with Zoho CRM, and the access token in Zoho CRM is valid for only one hour. I used their refresh token mechanism to create a new access token, setting up a time-based workflow to retrieve a new token every hour. The workflow is working perfectly.

I need to store the new access token in the Survey Flow or as embedded data so that my other workflows can consume it. Could you please let me know how to achieve this?

 

You can use update response api to store the access token in an embedded data of that response. Then for other workflows you can trigger based on event - if response is updated via API and condition: token embedded data is not empty.


Hi @Shashi , Thank you for taking the time to respond to my query. To clarify, I have two workflows: one updates details in the zoho CRM when a new survey response is received using the access token, and the other is a time-based workflow that runs every hour to obtain a new access token using a refresh token. I want to use the newly generated access token from the second workflow in the first one. Since it's generated as piped text, I'm unsure how to store it as embedded data for reuse in the other workflow. Ideally, I want to store it in the survey as embedded data. Please let me know if you need any further information.


We can use IDP api to update a record in the IDP which will store latest token. So an IDP project with just one record and two columns: id and token. Use this api in your time-based workflow to update the token and this api to get the token in other workflows.


@aruncids Workflows can’t share info with each other, so if you want a place to save the info for common use and with Interface on Qualtrics workflow for easier access you can actually create a fake Contact to hold Token Data and then use some task like Update XM Directory Contacts Task to update it regularly and Load contact detail everytime you use it

 


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