brendanc at January 5th, 2016 15:28 — #1
Please can you advise a complete newbie on how best to manage OnePageCRM using the API for some simple tasks? Our preference is to use URL API query strings in a restful way to carry out all tasks.
We currently use an in-house application with a Restful API to manage all client activity for a cloud service we provide. Every time the service is actively used by our clients, we make a log of this on the fly. We are hoping to replicate this in OnePageCRM using the API to add notes to all client-related activity.
Is there an easy Restful API method that can allow us to do the following without having to develop PHP or:
- - Add new contacts / deals / notes / companies
- - Update contacts / companies
- - Carry the out the above by including custom field values for contact activities
Ideally we would like to do this without having to write any code as could swap right over today. Maybe I am missing something from the docs, but would really appreciate if anyone could point me in the right direction.
Thanks a lot // apologies if this is extremely basic, still trying to get our heads around this compared to our older ways!
cillian at January 6th, 2016 06:31 — #2
Thanks very much for getting in contact with your query; we don't think there are any silly questions, API's can be complicated things.
In short, all of what you are asking is possible using the API:
- Adding new contacts / deals / notes / companies (companies can only be added as part of a contact, not on their own)
- Updating contacts / companies
- Custom field values can be read and changed as needed
However, I'm not sure how this could be achieved without writing any code. We have some integrations (different apps/services talking to one another) with us e.g. MailChimp forms which mean that (with a little configuration) external events can trigger OnePageCRM events e.g. contact being created. Other than this, you would have to write some code to use the API with your own system.
If you do decide to write your own integration, we have some very good starting points. We have some samples and clients written in various programming languages here on GitHub.
Let me know if things are still unclear or if you have any further queries.
All the best,
brendanc at January 6th, 2016 12:14 — #3
We'd prefer PHP but, to be honest, we haven't the time nor expertise to do this immediately.
To that end we will look to outsource the development to someone familiar with the API. Feel free to message me if you are keen on providing this as a short term project and we can hopefully start soon. Otherwise we can put it on UpWork but would prefer someone from the community.
cillian at January 7th, 2016 04:30 — #4
Unfortunately the development team here are far too busy here to take on any additional projects at the moment, though thank you for the thought.
Good luck with outsourcing the project. Should you, or the eventual developer(s), need assistance working with the API, don't hesitate to reach out to us again!
All the best,