Single Object
CRM -> Third-party System

1. The CRM system will notify the integrated platform of event messages such as adding, editing, and invalidating object data by default. Therefore, the user does not need to configure the trigger action here. Triggers process execution synchronization if there is an enabled integration flow for this object.
2. For the newly added data of CRM:
- If "Add" is selected for the target system execution action, the "Add" operation will be executed synchronously on the target system. (The premise is that it conforms to the scope of synchronous data)
- If "Add" is not checked, the target system does not perform any operations.
3. For the data edited by CRM, it is not necessary to use the editing operation of the third-party system, which depends on the "intermediate table" of the integration platform (that is, under the integration flow details page In the "Synchronized Data" list of the "Synchronized Data" list), whether the ID mapping between the source data and the target data already exists.
- If it does not exist, the integration platform will think that the target system does not have this data, and perform the "Add" operation. (If the target system execution action is not checked to add, it will not be executed)
- If it exists, the integration platform will think that the target system already has this data, and perform the "edit" operation. (If the target system execution action is not checked, it will not be executed)
According to the implementation logic of the above integrated platform, reasonably configure the execution actions.
If you only want to synchronize new data added after a certain point in time, you can filter by the creation time or other time within the data range; 2 or ensure that the ID mapping of the stock data is done in the intermediate table.
Third-party System -> CRM The reverse is same.
Therefore, when judging what type of interface should be called, please make a comprehensive judgment based on the configuration of the execution action and the data in the intermediate table.