Find a Customer and Open a Case
A 3-step recipe with PeopleSoft. We can help you get access.
Recipe · 3 steps
Find a Customer and Open a Case
with PeopleSoft
Resolve a CRM customer and create a service case for them.
- Search CRM customers using the supplied term and branch on whether any customer matched.
- Retrieve the full record for the first matched customer before opening a case.
- Open a new service case referencing the matched customer with the supplied description, priority, and category.
What you'll need to have ready
- authorization: HTTP Basic auth header value (e.g. "Basic dXNlcjpwYXNz").
- search: Search term for the customer name or ID.
- caseDescription: Short description of the issue for the new case.
- priority: Case priority (1-4).
- category: Case category.
For your developer
Arazzo workflow peoplesoft:customer-case, 3 operations: listCustomers → getCustomer → createCase. Specs on APIs.io.