Truto allows you to create Unified APIs that simplify how different applications interact. This guide will walk you through creating a Unified API for a CRM system using Salesforce as the integration example.
The schema defines the structure of the response data your Unified API will handle. This is used only for documentation purposes and isn't used in validation.
Edit Schema:
In the Resources tab, select your newly added accounts resource.
Click on the Schema tab.
Click the edit (pencil) icon to modify the schema.
Define the Schema:
Fields: Specify each piece of data your API will manage.
Types: Indicate the type of data (e.g., string, integer).
Descriptions: Provide a brief explanation for each field.
You can add the schema using the Form or in JSON.
Save the Schema:
After entering all fields, click the Save button.
Note: This is how the schema will look like in JSON
{ "type": "object", "properties": { "id": { "type": "string", "description": "The account's unique identifier", "required": true }, "owner": { "type": "object", "description": "The account's owner", "properties": { "id": { "type": "string", "description": "The owner's unique identifier" } } }, "name": { "type": "string", "description": "The account's name" }, "website": { "type": "string", "description": "The account's website" } // Add other fields as needed }}
Translates query parameters in the Unified API call into the query supported by the underlying API.
This step is generally optional. Use it when you want to pass custom Query Params to the underlying API that are different from what you are passing in the request.
Go to Query Mapping:
Click on the Query Mapping tab.
Query Schema:
The Query Schema specifies what should be in the Query Parameters. Since the schema is defined in Resource Schema, you can just specify the fields from the schema that will be used in the Query and required, type, description will be automatically used from the Resource Schema. The Query Schema is specified in YAML.
This defines the structure of the data your API will return to users. This is specified in YAML and autopopulated from the Resource Schema defined above.
type: object properties: id: type: string description: The account's unique identifier required: true owner: type: object description: The account's owner properties: id: type: string description: The owner's unique identifier name: type: string description: The account's name description: type: string description: The account's description industry: type: string description: The account's industry website: type: string description: The account's website number_of_employees: type: integer description: The account's number of employees addresses: type: array items: type: object properties: id: type: string description: The unique identifier of the address street_1: type: string description: Line 1 of the street address street_2: type: string description: Line 2 of the street address city: type: string description: The city state: type: string description: The state postal_code: type: string description: The postal code country: type: string description: The country type: type: string description: The address type phone_numbers: type: array items: type: object properties: id: type: string description: The unique identifier of the phone number number: type: string description: The phone number extension: type: string description: The extension of the phone number type: type: string description: The phone number type urls: type: array items: type: object properties: url: type: string description: The account's URL type: type: string description: The account's URL type description: The account's urls tags: type: array items: type: object properties: id: type: string description: The tag's unique identifier name: type: string description: The tag's name description: The contact's tags custom_fields: type: object description: All the custom fields present on the account additionalProperties: true last_activity_at: type: string description: The date and time of the account's last activity format: date-time updated_at: type: string description: The date and time of the account's last update format: date-time created_at: type: string description: The date and time of the account's creation format: date-time
Provide an Example Response:
Provide an example raw API response from Salesforce so that you can verify your mapping
Once done, save your mapping by clicking on Save. This will save your Unified API mapping for the resource.
You can test the Unified API created after connecting an Integrated Accounts.
Sometimes, an API endpoint always returns the same, unchanging data (like a predefined list of options or a fixed configuration). In such cases, instead of making unnecessary API calls to fetch the same static data every time, you can use Static Mapping.
Static Mapping allows you to configure a response directly in the Unified API, so the response is sent without actually making any API calls. This is especially useful for list or get endpoints where the data doesn't change often or at all - you can enable Static Mapping for these methods.
Before Steps are actions that run before the main request is made by the Unified API. Think of Before Steps as a way to prepare your request with extra data, replace missing fields, or add logic to handle specific conditions.
Use this step to call another Unified API resource and fetch additional data before the Unified API call.
When to Use It:
If your request requires data from another resource, like fetching interview details before querying candidates.
Setup:
Name: Enter a name for the step.
Example: Fetch Interview Details
Run Conditionally: Enable this to only run the step when needed.
Run If (Optional): Add a JSONata expression to decide whether the step should run.
Example:
$exists(query.interview_id)
This step will run only if interview_id exists in the query.
Is JSONata Expression?: Enable this to specify a JSONata expression for the Request.
You should specify the following attributes in the JSONata expression :
resource - The name of the resource to call
method - The method which can be a get, list, create, update, delete
type - The type of the request which is, Unified or Proxy.
After Steps are actions that run after the main request is made by the Unified API. Think of After Steps as a way to modify your request with extra data, replace missing fields, or add logic to handle specific conditions before returning the data to the user.
Use this step to call another Unified API resource and fetch additional data after the Unified API call.
When to Use It:
Say, for example, in a PATCH request, if the underlying API only returns the id of the updated resource, you can use after steps to fetch the complete details. After the PATCH request is processed, an after step can make a GET call to retrieve the full resource data and return the complete response to the user
Setup:
Name: Enter a name for the step.
Example: Fetch Interview Details
Run Conditionally: Enable this to only run the step when needed.
Run If (Optional): Add a JSONata expression to decide whether the step should run.
Is JSONata Expression?: Enable this to specify a JSONata expression for the Request.
You should specify the following attributes in the JSONata expression :
resource - The name of the resource to call
method - The method which can be a get, list, create, update, delete
type - The type of the request which is, Unified or Proxy
This section is a space where the Truto team jots down important details, limitations, and potential pitfalls specific to this resource in our Unified Model. You can also add details here to note important details.
Key Characteristics:
Describe what makes this resource unique or any quirks it might have. This helps set expectations and provides context.
Usage Tips:
Share simple tips and best practices on how to use this resource effectively. For example, mention common pitfalls or suggest smoother ways to handle certain tasks.
Limitations:
Point out any known limitations or constraints. If the underlying API has restrictions that affect this resource, note them here in plain language.
Troubleshooting Advice:
Offer friendly guidance on what to do if things don't work as expected. This can include hints on where to look for errors or how to fix common issues.
Reminders and Warnings:
Add any reminders or gentle warnings that can help users avoid mistakes or understand important considerations when interacting with the resource.
General Observations:
Write down observations or thoughts that might be useful for anyone working with or maintaining this resource in the future.
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