basecrm ruby

Base CRM API Client

zendesk
28
30
Ruby

basecrm-ruby

BaseCRM Official API V2 library client for ruby

Installation

Make sure you have rubygems installed.

The gem is available via Rubygems. To install, use the following command:

gem install basecrm

If you use Bundler, put the line below in your Gemfile:

gem 'basecrm'

To get the latest version, put this in your Gemfile:

gem 'basecrm', :git => 'git://github.com/zendesk/basecrm-ruby.git'

Usage

require "basecrm"

# Then we instantiate a client (as shown below)

Build a client

Using this api without authentication gives an error

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")

Client Options

The following options are available while instantiating a client:

  • access_token: Personal access token
  • base_url: Base url for the api
  • user_agent: Default user-agent for all requests
  • timeout: Request timeout
  • verbose: Verbose/debug mode
  • logger: Logger used in verbose mode
  • max_retry: Number of retries on failed requests. Passed to Faraday
  • retry_statuses: By default only timeout error will be retries. This allows to retry on specific HTTP statuses. Passed to Faraday

Architecture

The library follows few architectural principles you should understand before digging deeper.

  1. Interactions with resources are done via service objects.
  2. Service objects are exposed as methods on client instances.
  3. Service objects expose resource-oriented actions.
  4. Actions return Plain Old Ruby Objects.

For example, to interact with deals API you will use DealsService, which you can get if you call:

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.deals # => BaseCRM::DealsService

When you want to fetch all resources you will use #all method which returns paginated resource (which implements Enumerable):

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.deals.all.map { |deal| deal.name } # => Array<String>

To retrieve list of resources and use filtering you will call #where method:

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.deals.where(organization_id: google.id, hot: true) # => Array<BaseCRM::Deal>

To find a resource by it’s unique identifier use #find method:

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.deals.find(id) # => BaseCRM::Deal

When you’d like to create a resource, or update it’s attributes you want to use either #create or #update methods. Both of them can take either Hash or a model class e.g. Deal instance. For example if you want to create a new deal you will call:

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
coffeeshop = client.contacts.where(name: "Coffee Shop")

deal = client.deals.create(name: "Website redesign", contact_id: coffeeshop.id)
deal.value = BigDecimal("1000.99")
deal.currency = "USD"

client.deals.update(deal) # => BaseCRM::Deal

To destroy a resource use #destroy method:

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.deals.destroy(id) # => true

There other non-CRUD operations supported as well. Please contact corresponding service files for in-depth documentation.

Full example

Create a new organization and after that change it’s attributes (website).

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
lead = client.leads.create(organization_name: "Design service company")

lead.website = "http://www.designservices.com"
client.leads.update(lead)

Sync API

The following sample code shows how to perform a full synchronization flow using high-level wrapper.

First of all you need an instance of BaseCRM::Client. High-level BaseCRM::Sync wrapper is using BaseCRM::SyncService to interact with the Sync API.
In addition to the client instance, you must provide a device’s UUID within device_uuid parameter. The device’s UUID must not change between synchronization sessions, otherwise the sync service will not recognize the device and will send all the data again.

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
sync = BaseCRM::Sync.new(client: client, device_uuid: "<YOUR_DEVICES_UUID>")

Now all you have to do is to call #fetch method and pass a block that you might use to store fetched data to a database.

sync.fetch do |meta, resource|
  options = {
    table: meta.type,
    statement: meta.sync.event_type,
    properties: resource
  }

  DB.execute(options) ? meta.sync.ack : meta.sync.nack
end

Notice that you must call either #ack or #nack method on an instance of BaseCRM::SyncMeta.

Resources and actions

Documentation for every action can be found in corresponding service files under lib/basecrm/services directory.

Account

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.accounts # => BaseCRM::AccountsService

Actions:

  • Retrieve account details - client.accounts.self

AssociatedContact

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.associated_contacts # => BaseCRM::AssociatedContactsService

Actions:

  • Retrieve deal’s associated contacts - client.associated_contacts.all
  • Create an associated contact - client.associated_contacts.create
  • Remove an associated contact - client.associated_contacts.destroy

Call

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.calls # => BaseCRM::CallsService

Actions:

  • Retrieve all calls - client.calls.all
  • Create a call - client.calls.create
  • Retrieve a single call - client.calls.find
  • Update a call - client.calls.update
  • Delete a call - client.calls.destroy

CallOutcome

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.call_outcomes # => BaseCRM::CallOutcomesService

Actions:

  • Retrieve all call outcomes - client.call_outcomes.all

Contact

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.contacts # => BaseCRM::ContactsService

Actions:

  • Retrieve all contacts - client.contacts.all
  • Create a contact - client.contacts.create
  • Retrieve a single contact - client.contacts.find
  • Update a contact - client.contacts.update
  • Delete a contact - client.contacts.destroy

Deal

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.deals # => BaseCRM::DealsService

Actions:

  • Retrieve all deals - client.deals.all
  • Create a deal - client.deals.create
  • Retrieve a single deal - client.deals.find
  • Update a deal - client.deals.update
  • Delete a deal - client.deals.destroy

A note about deal value

It is prefered to use a BigDecimal when creating or modyfing a deal value. This guarantees correct precision

deal.value = BigDecimal("1000.98")

You should not be using floats as it may result in precision loss.

deal.value = 1000.98

DealSource

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.deal_sources # => BaseCRM::DealSourcesService

Actions:

  • Retrieve all sources - client.deal_sources.all
  • Create a new source - client.deal_sources.create
  • Retrieve a single source - client.deal_sources.find
  • Update a source - client.deal_sources.update
  • Delete a source - client.deal_sources.destroy

DealUnqualifiedReason

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.deal_unqualified_reasons # => BaseCRM::DealUnqualifiedReasonsService

Actions:

  • Retrieve all deal unqualified reasons - client.deal_unqualified_reasons.all
  • Create a deal unqualified reason - client.deal_unqualified_reasons.create
  • Retrieve a single deal unqualified reason - client.deal_unqualified_reasons.find
  • Update a deal unqualified reason - client.deal_unqualified_reasons.update
  • Delete a deal unqualified reason - client.deal_unqualified_reasons.destroy

Lead

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.leads # => BaseCRM::LeadsService

Actions:

  • Retrieve all leads - client.leads.all
  • Create a lead - client.leads.create
  • Retrieve a single lead - client.leads.find
  • Update a lead - client.leads.update
  • Delete a lead - client.leads.destroy

LeadSource

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.lead_sources # => BaseCRM::LeadSourcesService

Actions:

  • Retrieve all sources - client.lead_sources.all
  • Create a new source - client.lead_sources.create
  • Retrieve a single source - client.lead_sources.find
  • Update a source - client.lead_sources.update
  • Delete a source - client.lead_sources.destroy

LeadUnqualifiedReason

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.lead_unqualified_reasons # => BaseCRM::LeadUnqualifiedReasonsService

Actions:

  • Retrieve all lead unqualified reasons - client.lead_unqualified_reasons.all

LineItem

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.line_items # => BaseCRM::LineItemsService

Actions:

  • Retrieve order’s line items - client.line_items.all
  • Create a line item - client.line_items.create
  • Retrieve a single line item - client.line_items.find
  • Delete a line item - client.line_items.destroy

LossReason

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.loss_reasons # => BaseCRM::LossReasonsService

Actions:

  • Retrieve all reasons - client.loss_reasons.all
  • Create a loss reason - client.loss_reasons.create
  • Retrieve a single reason - client.loss_reasons.find
  • Update a loss reason - client.loss_reasons.update
  • Delete a reason - client.loss_reasons.destroy

Note

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.notes # => BaseCRM::NotesService

Actions:

  • Retrieve all notes - client.notes.all
  • Create a note - client.notes.create
  • Retrieve a single note - client.notes.find
  • Update a note - client.notes.update
  • Delete a note - client.notes.destroy

Order

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.orders # => BaseCRM::OrdersService

Actions:

  • Retrieve all orders - client.orders.all
  • Create an order - client.orders.create
  • Retrieve a single order - client.orders.find
  • Update an order - client.orders.update
  • Delete an order - client.orders.destroy

Pipeline

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.pipelines # => BaseCRM::PipelinesService

Actions:

  • Retrieve all pipelines - client.pipelines.all

Product

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.products # => BaseCRM::ProductsService

Actions:

  • Retrieve all products - client.products.all
  • Create a product - client.products.create
  • Retrieve a single product - client.products.find
  • Update a product - client.products.update
  • Delete a product - client.products.destroy

Source (Deprecated, use LeadSource or DealSource instead)

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.sources # => BaseCRM::SourcesService

Actions:

  • Retrieve all sources - client.sources.all
  • Create a source - client.sources.create
  • Retrieve a single source - client.sources.find
  • Update a source - client.sources.update
  • Delete a source - client.sources.destroy

Stage

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.stages # => BaseCRM::StagesService

Actions:

  • Retrieve all stages - client.stages.all

Tag

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.tags # => BaseCRM::TagsService

Actions:

  • Retrieve all tags - client.tags.all
  • Create a tag - client.tags.create
  • Retrieve a single tag - client.tags.find
  • Update a tag - client.tags.update
  • Delete a tag - client.tags.destroy

Task

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.tasks # => BaseCRM::TasksService

Actions:

  • Retrieve all tasks - client.tasks.all
  • Create a task - client.tasks.create
  • Retrieve a single task - client.tasks.find
  • Update a task - client.tasks.update
  • Delete a task - client.tasks.destroy

TextMessage

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.text_messages # => BaseCRM::TextMessagesService

Actions:

  • Retrieve text messages - client.text_messages.all
  • Retrieve a single text message - client.text_messages.find

User

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.users # => BaseCRM::UsersService

Actions:

  • Retrieve all users - client.users.all
  • Retrieve a single user - client.users.find
  • Retrieve an authenticating user - client.users.self

Visit

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.visits # => BaseCRM::VisitsService

Actions:

  • Retrieve visits - client.visits.all

VisitOutcome

client = BaseCRM::Client.new(access_token: "<YOUR_PERSONAL_ACCESS_TOKEN>")
client.visit_outcomes # => BaseCRM::VisitOutcomesService

Actions:

  • Retrieve visit outcomes - client.visit_outcomes.all

Bug Reports

Report here.

Releasing new version of gem

  1. Update version lib/basecrm/version.rb and VERSION and push to master
  2. Create new GitHub release with tag name starting with v and the version, for example v1.0.0
  3. Gem will be automatically built and pushed to rubygems.org with GitHub Action

Copyright and license

Copyright 2013 Zendesk

Licensed under the Apache License, Version 2.0