Define customer data sent to external services
Identify the purpose: conversion tracking, message delivery, or external CRM integration.
After this taskThe test transfer matches configuration. Advertising consent does not replace this verification.
Starting conditions and inputs
The responsible owner must identify destinations, fields and purpose.
Values for this task
entry_url, organization_id, destination_ids, field_names, purpose, owner, source_url, synced_record_url
Command sequence
open "$entry_url" && snapshot -i
# Outside browser: Agree with the integration operator on records, read/write scope and synchronization direction. Complete authentication in the external system.
snapshot -i
click "$external_account" && snapshot -i
get text body
open "$source_url" && snapshot -i
get text body
open "$synced_record_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | Outside browser | Agree with the integration operator on records, read/write scope and synchronization direction. Complete authentication in the external system. |
| 2 | click $external_account | Account record for the external system |
| 3 | get text | Compare external account, organization and scope with the agreed configuration. |
| 4 | open | Test source record in scope |
| 5 | get text | Read the test record external ID and update time. |
| 6 | open | Synchronized Laney record |
| 7 | get text | Compare values and timestamps for the same external ID. |
Check the result
The test transfer matches configuration. Advertising consent does not replace this verification.
Resuming after interruption
Read the same IDs again. Preserve correct settings and update only differences.
Name the purpose and recipient
Identify the purpose: conversion tracking, message delivery, or external CRM integration. Record the recipient service, account, and responsible contact. A review for one recipient does not automatically cover another.
Choose data fields
List identifiers, transaction fields, amounts, and timestamps to send. Keep only fields needed for the purpose. Exclude unrelated conversation text and form answers. Confirm hashing and source storage with the responsible contact.
Record the organization’s review
Confirm the applicable consent, notice, contract, or internal approval with your organization’s responsible team. Advertising-contact consent does not authorize every external transfer. Record the reviewer, scope, and review date.
Compare settings with delivery
Use test customer data to compare actual fields and receiving accounts with the agreed scope. Correct unexpected transfers before operation. Distinguish successful delivery from the recipient’s processing result.
Related tasks
Prepare an outbound phone account
Define an informational purpose, such as a reservation confirmation.
Configure contact around reservation and usage times
Connect reservation events or appointment-time queries to template messages or AI outbound calls on the workflow canvas, and verify that no duplicate contact occurs.