Creating a Callout Sequence

Define a Callout Sequence

A Callout Sequence is a way to make REST calls using different Callout Templates, one after another, in a sequence. You can also add criteria for each step of the callout sequence.

In order to create a Callout Sequence, go to the Callout Sequences tab and click “New”.

Usage Example: Contact and Account

If you want to send the Contact and associated Account to an external API, you can create a Callout Sequence with Contact as the main object. The first step in the sequence is to make a call to create the account in the external system, but only if it’s not already there. The second step is to make a call to create the contact in the external system. The first step will use a Callout Template with Account as main object and the second step will use a Callout template with Contact as a main object.

Usage Example: Create and Send an Invoice in Quickbooks

If you want to create and send an invoice to Quickbooks, you need to call 2 different APIs: one to create an invoice, then another one to send it. To achieve that, you need a callout sequence. The first one will use a Callout template that can use Opportunity as the main object and create an Invoice__c custom record. The second step will use the created Invoice__c record as the main record to send the invoice.

Usage Example: Multiple Integrations

You might integrate with different systems and make different calls using the same record. If you have response actions that update the record, you might run into locking issues if you initiate all calls at the same time. A callout sequence is useful here, as the calls will run one-by-one, and can be configured to run the next step even if a previous step failed.