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I'm using the REST API to create a new record (Case). The Case will then need to create a new folder with the Case ID as the folder name to store files that I will import. I haven't been able to create a folder using the REST API or a Trigger and I'm wondering if anyone knows how to do that? I don't see an endpoint for the creating the folder in the swagger documentation.

I've noticed that the topic of using AI in Caspio apps hasn't gotten much attention on this forum. This is surprising, given the big advancements in AI over the past few years. Recently we discussed this topic during the Partners’ Office Hours with @nikcaspio and decided to test the water sharing some ideas on the forum and hearing what the community thinks. I'd gladly give more examples in future posts if you find these thoughts helpful. The topic is almost endless, with so many ways to use AI. But let's start simple: WHAT IS DOCUMENT UNDERSTANDING We all know how Caspio can help create outgoing PDF documents based on database records. But what about incoming documents like invoices, receipts, delivery notes, or bills of lading? These often come as files or even paper documents. Here, we have to do the opposite of document creation. We need to take the document and turn it into data. Usually, someone has to enter this data manually into Caspio, right? Well, that was the old way Things have changed. To show what's possible now, I made a short video using our Caspio app, where I upload a JPEG file with an invoice, and the system extracts the necessary data from it and put it into Caspio: https://www.loom.com/share/d21eb53d9b5a4540a6282a56d8d47f0e Is it magic? No, it's simply artificial intelligence. And a pretty inexpensive one. I paid only a few cents to our "digital elves" for assisting me in recognising these documents in the video. The cost of human labor would most likely be much higher. TECH STACK Of course, you first need a Caspio plan with REST API and Zapier Integration. The Professional plan offers it, but you may buy it as an add-on to smaller plans. In this example, we used Google Document AI's Invoice Processor to do the work. It has some limits but is a good place to start and see quick results. And you can overcome these limits with more advanced methods. However, for this demo, it's more than enough. At first, I considered using Zapier for this demo because it was easy. But I know many people here find Zapier too expensive. So, we chose a more budget-friendly option. We used the newly introduced Caspio Webhooks and Make (Integromat) as middleware. This is just an example; you can use any technology you like. MAIN COMPONENTS: To make Document Understanding work, you need three main parts: OCR (Optical Character Recognition): This tech changes a binary file (like a photo taken with your phone) into text. Text Extractor: This tool looks for specific info (like invoice numbers or dates) and gives it back in an organized way. Middleware: This is the connector between Caspio and AI services. It takes a file from Caspio, sends it for processing, returns the data, and puts it into a Caspio table. GOOGLE DOCUMENT AI Google Document AI can do tasks #1 and #2. You can learn more about this service here and here's how to set it up. Of course, Google Document AI is not the only option, but it's an excellent place to start. Once you know its limits, you'll know how to work around them. There are many ways to do this. For example, in most of our projects, we use Google Document AI mainly for OCR. Then, we process the text with a tool from OpenAI, the creators of ChatGPT. But that's more advanced, and I don't want to make things too complicated in this article. MIDDLEWARE Google Document AI comes with a robust and well-explained API. But it needs incoming calls to have a particular format and gives back answers in its own format. If you're already using Zapier with Caspio, you might find it the easiest option, and you probably know how to use it. If so, skip to the Make Scenario section below for extra ideas. But if you're not using Zapier, stay with me. This post will focus on Caspio Webhooks as a more budget-friendly choice. Webhooks are good, but they have a limit: they're set in a standard way and don't allow much change. So, you'll need another tool to take the webhook call from Caspio and change it into a format that Document AI understands. There are many choices for this, and it's a big topic that could have its own set of detailed articles. For this demo, we'll use Make (Integromat). We find it even better than Zapier, but cheaper. They also have an excellent free plan that might be enough for smaller projects. Finally, Caspio has built a connector for Make, making it easy to set up, even if you're not an API expert. CASPIO CONFIGURATION To keep it easy, we turned on the FileStor option. This lets us get the file from Caspio using a direct link. I know this isn't the most secure way to handle files, but that's not the main point of this article, so I hope you understand. We also made a table and a few data pages in our demo app. These let you create a record and upload a file. Next, we set up a Caspio webhook that starts when a new record is added (Insert event). This webhook sends the call to Make's incoming webhook. Finally, we made a Web service profile so Make can talk to Caspio using REST API and return the results to the table. All these steps are well-covered in the Caspio manual, and there are also good video tutorials. So, I won't go into the details here. (If you need those, just ask in the comments, and I can post the links.) SCENARIO IN MAKE The process has just six steps in order: An incoming webhook that waits for calls from Caspio. A 10-second pause to give Caspio time to send the file to FileStor. A simple GET request to get the file from FileStor. Some minor changes to the data to get it ready for Document AI (details below). A call to Document AI to send the prepared data. A standard Caspio connector that puts the data back into the Caspio table. If you're new to Make or APIs and find all of this confusing, let me know if you'd like more details. I intended this post to be an outline rather than a step-by-step guide. However, I can explain things further if needed. It's not rocket science. But If you're familiar with Make or at least REST API, most of these steps should be pretty straightforward. The only part that might need some extra attention is step #4, where we set up headers and converted the binary file to base64. Here's how we set it up: If you've done everything right, you should be good to go! Not too hard, right? MORE ON THE TOPICS In this post, we've just touched the tip of the iceberg on Document Understanding. It's a big topic that could fill many more articles and take hundreds of hours to make a really deep dive. This is especially true for understanding complex documents like contracts or unstructured text documents. And the real magic happens when you move past ready-made solutions and train AI models with your own data. Learning all this can be a fun adventure, and the possibilities are endless. However, even with simple setups, AI can be a game-changer for many businesses. It can save time on dull tasks and let your team focus on more important work instead of just copying data from paper to an app. But AI isn't just about Document Understanding; it has lots more to offer. Here are a few more examples: Semantic Search: This isn't just looking up keywords; it understands the meaning of your question, irrespective of the words you choose. This can be useful for Knowledge Management and Customer Support apps. Voice-to-Text: Turn your video calls into text, summarize what was said, and add it to your Caspio app as follow-up notes. This is good for CRM, Project Management, Knowledge Management, and Recruitment apps. Classification of Incoming Requests: Automatically sort new requests and applications based on its content. This can help with CRM, Customer Support, and Recruiting apps. And there's much more. FINAL REMARKS I must say, this article ended up being longer than I first thought it would be. So, big thanks to you for sticking with me till the end! If anything was unclear or you ran into issues, please feel free to leave a comment or write me a DM if you prefer. I'll do my best to help you out. Now, I'd really like to hear your thoughts. Did I explain it well, or did it just confuse you? Does it make sense for you? Are you interested in this topic at all? Do you want to see more articles like this one? If so, what would you like me to focus on? More technical details? Real-world examples? A different writing style? I welcome your feedback and constructive criticism. Thank you!

Hello, i need to access the auto-generated random ID from a POST request in order to make another POST request to another table. Is there a way to fin this ID in full js ? Maybe it can be accessed in the response from the POST. Any help would be really appreciated. Thank you

Hi there, For a custom search form, i need to make a caspio API fetch with a criterion query like : q.where=Full_Name CONTAINS 'foo' or something with a wildcard like : q.where=Full_Name='*foo*' or q.where=Full_Name='*%foo%' I've tried them all but this doesn't seem to work Any help would be appreciated ! Thanks

Is there a way that I can create an automated notification of Usage Stats, eg Deployed Data Pages per App, MB used etc. Perhaps via the API? Ultimately, I would like to send an email to our Finance team with these stats each month.

Hi, can I use select table using caspio Api to external java script?

I am creating a web service profile to be used in working with the API. Looking at the documentation on the below link I should get a WSDL URL and a Pass Key. However the actual screen to create profiles does not have either of those fields, and instead has Client ID and Client Secret. Are these terms interchangeable, and if not, where do I get the URL and Pass Key from? http://howto.caspio.com/managing-your-account/internal-users-groups-and-api-profiles/creating-a-web-services-api-profile/

When updating a record using the REST API, I encounter the following error: "Code":"TriggerRuntimeError","Message":"Data change cannot be performed due to triggered action failed. Please contact administrator." The table has a triggered action to send an email anytime a record is updated or inserted. The really strange part is that everything works perfectly fine when using chrome. The error is only thrown in mozilla and only thrown when updating a record. Inserting a record works as expected. I am using php & curl to make the requests.

Hello! I was wondering if anyone had any trouble when refreshing their access tokens? I successfully authenticated my users through RESTful API, but now have trouble using the POST call advised from the how to guide on the website. Any feedback is greatly appreciated!

Hi, is there any way to download the data from a Tabular Report Datapage via the API? Or even export it?

I have a client that has asked if they can create an .sde connection directly with my caspio database rather than utilizing the API. Below is the detailed request. This is the point in s question - "we'd need an accessible endpoint directly into your database, or at least have port forwarding set up." Is this possible? The SDE file creation needs the following information: database_platform - takes a few different platforms, the most notable being ORACLE, POSTGRESQL, and SQL_SERVER instance - The reachable address and port number we can use to connect from our ArcGIS server to your Database. This is the hard one - we'd need an accessible endpoint directly into your database, or at least have port forwarding set up. Username - the database username we'd use to connect This user would have read-only privileges only on the tables where we have data stored. Password - Password for above database user database - Only needed if running on a POSTGRESQL server, the name of the database

Greetings Caspio users, My goal is to send an email to my customers, that notifies them that if they are ready for the next step in the workflow, they simply need to click on a "URL". Once done, the API must update specific verbiage within a specific Value in the Table. I believe this can be done through the REST API? Appreciate any guidance offered. Thank you! P.S. Already have my Bearer Key created and can successfully view data by using the great instructions CASPIO has available

Hello Caspio Community! Let me explaining my scenario firstly please. Currently I'm stuck on how to authenticate REST API calls in a secure manner. I have a new app stood up and ready to launch (this app is/well always be locked behind Caspio Login) . However, before I launch this app I was wondering if I could use "document.cookie()" user token to make API calls instead of the bearer token that I have been using for development. If I could use a user token instead of an API key I would feel much more secure. Thank you for taking time out of your day to read this! I look forward to reading your replies!

Currently trying to find if anyone has already implemented on a Form (DataPage>submission form) a barcode scanner to automatically populate that field rather than have the person attempt to type in 20 characters without error. Of course if there is an app it will have to support API, but any insight is appreciated.

Hello everybody, Has anybody ever tried to integrate CheKin in Caspio? Can you share your experiences?

Thank you for reviewing my question, which deals with Cloudinary's image management integration: I have successfully setup a Caspio Web Services profile and verified it with Caspio Bridge Rest API, resulting in Code 200 response body. Please note that I am learning as I go and do not have a background in tech, so I appreciate anything you can offer me. In light of my lack of experience, I feel that I am wasting a good amount of time learning concepts related to API from sources outside of Caspio, something that was reconfirmed after watching Ned Pajic's YouTube video, "How to Generate an API Token", whereby watching that video was the best 5 minutes I have spent doing something in a long time. Thank you, Ned, for reconfirming through your video that all of the answers are contained within Caspio services and, as I have also discovered, within the Caspio Community. I have already purchased Integromat and Zapier and used these services succesfully, but I have decided that I don't want to use these features for the application I am developing because I would like for my clients to be able to use the Cloudinary widget in conjunction with the forms I have developed within Caspio. Submitted forms are given a unique ID within the Caspio table. I would like to be able to associate the photos in Cloudinary to the specific unique ID of the entry within Caspio. In simpler terms: Client uses a Caspio form to make a submission >> client needs to include pictures for the submission >> client can thereby use Cloudinary widget to select their photo >> client submits the form >> submission creates unique ID per the design already implemented >> that unique ID becomes part of the public ID, or perhaps tag, of the Cloudinary image. Cheers and thank you very much!

Do records inserted through REST API execute triggered actions?

I love Caspio! I have a MySQL DB whose data is managed by a custom user interface. I want to access the data (read only) to pull out records for a variety of purposes. Can anyone advise me how to go about doing this? Is there some feature that can pull specified tables or new/updated records through into Caspio. Any suggestions welcome so long as they’re polite ones! James

Hello! Studying the "Caspio Bridge Microsoft .Net Framework Sample", that is a general example of WS API usage in C# .Net Windows applications and demonstrates the object de-serialization and usage of SelectDataXML and ListObjects WS API methods, we could connect to our Caspio Bridge tables via WS API and Select our field values. The sample code below is working perfectly! using System; using System.Collections.Generic; using System.ComponentModel; using System.Data; using System.Drawing; using System.Text; using System.Windows.Forms; using System.Timers; using dataPhase.com.caspio.c0bkr041; using System.Web.Services.Protocols; using System.Xml; namespace dataPhase { public partial class Form1 : Form { private static CaspioBridgeAPI soapClient; public Form1() { InitializeComponent(); soapClient = new com.caspio.c0bkr041.CaspioBridgeAPI(); } private void button1_Click(object sender, EventArgs e) { string sXML; IDictionary<string, string> sRecord = new Dictionary<string, string>(); XmlDocument mXMLDoc = new XmlDocument(); XmlNodeList mList; XmlNode mNode; sXML = soapClient.SelectDataXML("AccountID", "Profile", "Password", "My_Users", false, "", "User_ID=" + textBox3.Text, "", false, false, true, false); mXMLDoc.LoadXml(sXML); mXMLDoc.Save("My_Users.xml"); mNode = mXMLDoc.SelectSingleNode("// My_Users"); mList = mNode.SelectNodes("./*"); foreach (XmlNode mFieldNode in mList) { sRecord[mFieldNode.Name] = mFieldNode.InnerText; } textBox1.Text = sRecord["First_Name"]; textBox2.Text = sRecord["Last_Name"]; textBox5.Text = sRecord["Phone"]; textBox4.Text = sRecord["Address"]; } private void Form1_Load(object sender, EventArgs e) { textBox3.Text = "Enter User ID"; } } } Now we would like to learn how to insert and update data in our Caspio Bridge database! Please, Could someone show us how to add a new user information using the same approach? and how we could update a specific user information? Best Regards! Luiz

Hellow everyone, I have implemented a sign in form an button in html: <ons-button onclick="login()">Sign in</ons-button> The following Javascript is as follows: var token_ var userName = "clientID"; var passWord = "secretKey"; // app clientSecret var caspioTokenUrl = "https://xxx123.caspio.com/oauth/token"; var request = new XMLHttpRequest(); function getToken(url, clientID, clientSecret) { var key; request.open("POST", url, true); request.setRequestHeader("Content-type", "application/json"); request.send("grant_type=client_credentials&client_id="+clientID+"&"+"client_secret="+clientSecret); // specify the credentials to receive the token on request request.onreadystatechange = function () { if (request.readyState == request.DONE) { var response = request.responseText; var obj = JSON.parse(response); key = obj.access_token; //store the value of the accesstoken token_ = key; } } } getToken(caspioTokenUrl, userName, passWord); var login = function CallWebAPI() { var params {"ClientID" : "username", "ClientSecret" : "password"}; var request_ = new XMLHttpRequest(params); request_.open("GET", "https://xxx123.caspio.com/rest/v1/tables", true); request_.setRequestHeader("Authorization", "Bearer "+ token_); request_.send(); request_.onreadystatechange = function () { if (request_.readyState == 4 && request_.readyState == 200) { var response = request_.responseText; var obj = JSON.parse(response); } } } It still does not work for me and I'm not quite sure what I am doing wrong. Any help is very much appreciated! Thank you all!

Hello, I would like to place the results of an API request into Caspio table record fields. I have been successful in accomplishing this with google address geocoding. However, I would like to use a reverse geocoding API from the Census Bureau and I cannot insert the results. I seem to be able to receive the proper response using the Chrome console. But, I cannot receive the request and insert it into a table record field. Right now, I am just to try to insert one response value. Below is the script that I am inserting into the Footer (with fixed lat/long values to test). Thanks, Anthony <script> var longitude = '-78.8904516' var latitude = '36.0054348' var url1 = 'https://geocoding.geo.census.gov/geocoder/geographies/coordinates?x=' + longitude + '&y=' + latitude + '&benchmark=4&vintage=4&layers=10&format=jsonp' function gogeo() { $.ajax({ url: url1, dataType: 'jsonp', success: function(Response) { console.log(Response); successCallback(Response) }, error: function(error) { console.log(error); } }); return Response.result; function successCallback(Response){ var geoid1 = Response.result.geographies["Census Block Groups"]["0"].GEOID; geoid1 = Number(geoid1); document.getElementById("InsertRecordgeoid").value =geoid1; } } gogeo() </script>

This may be of use to people. This is pulled out of a project I'm working on. It's a PHP library that manages the low-level integration with the Caspio REST API. If I have time I'll pull more classes out of the project that might be helpful and integrate them into this library. But it demonstrates the basics of interacting with the Caspio REST API via PHP. https://github.com/moksamedia/caspio-rest-api-lib

Hi All, I have tried calling authentication API to get token Key but I am always gettinf it as bad request. Can anyone please help me on this , if I am missing something here. Please refer below screen on what all data is passed during calling.I have used postman tool of google. Thanks Baharul Islam

Hello! I am using the HTTP basic authentication method for my mobile app and have followed the POST request as outlined on the website. My ajax call is as follows: $(document).ready (function () { $('button').click(function () { var Client_ID = $('clientid').val(); var Client_Secret = $('clientsecret').val(); $.ajax ({ type: 'POST', url: 'Token endpoint', data: 'grant_type=client_credentials', headers: { 'Authorization' : 'Basic Q2xpZW50X0lEOkNsaWVudF9TZWNyZXQ=' }, success: function(data) { window.location.href = 'page1.html'; }, }); }); I encoded the string "Client_ID:Client_Secret" as advised too. Upon checking my network console, I'm getting a 400 error. Can anyone help?

I need to download more than 1000 rows via the REST API, is there an easy way to do it? Something like "get next 1000 rows", etc.? We've written an application that downloads data to a tablet via the REST API, the user then takes the tablet to remote locations off-line. Some of the data tables have more than 1000 rows, so our users are not able to get all of their data. I'm hoping Caspio has a built in way to "get next 1000 rows" so that we don't have to alter our tables to have sequential row indexes.