Search results by user ID 12898

Re: Web 2 Lead - Customization

anatolij.p — Tue, 03 Apr 2018 06:44:14 GMT

Inspect my post history you might find something that will help you there.

Re: Web 2 Lead - Customization

anatolij.p — Tue, 03 Apr 2018 06:32:27 GMT

You can edit everything from their form editor. Its a little complex but once you spent some time looking around you will see how to insert new fields.

For all of their form you can enter edit mode (forgot exact procedure since I've been working on that project long time ago) and from there inspect their built in solution and try to apply it for your customization.

Re: Created a customer with API. Trying to create Opportunity

anatolij.p — Fri, 04 Aug 2017 08:22:23 GMT

Thanks that solved it.

Hopefully I wont need any more help (will see if I start to implement activities).

Small suggestion, your API docs are good but as far as I can see most of the problems dont come from

it but from generally lack of understanding about table structure/relations and required fields.

My suggestion is to maybe add some examples of SOAP requests like you've posted on this thread to some common actions like creating a customer etc...

I have one more question for you - while experimenting with API i had some improperly created Contacts entities. They show in Contacts list but when you try to edit them you get some errors. Is there a way to delete those corrupt entries? (Look at screenshot: http://imgur.com/NS8D2fl, when you click it it just shows empty screen with this message: http://imgur.com/yOPZ4Dk )

Re: Created a customer with API. Trying to create Opportunity

anatolij.p — Thu, 03 Aug 2017 09:27:09 GMT

Hi,

need one more thing.

I cant seem to make where clause work. I looked at ASP example and there it says you can create where like this Where (eg. Balance > 0). Tried things bellow didn't work:

 'strCompanyAccount' => '',

 'strLogin' => 'xxx',
 'strPassword' => 'xxx',
 'strSessionID' => 'xxx',
 'strTable' => 'Contacts',
 'strFields' => 'RecordID,Name,Email',
 # 'strWhereClause' => 'Name = "FirstName LastName"', // Tried it with name
 'strWhereClause' => 'Email = "target@mail.com"', // Also with email
 'strGroupByClause' => '',
 'strHaving' => '',
 'strOrderBy' => '',

Response:

<?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Failure. There were problems with running the query, please verify your parameters" ></MethodAPI>

When I run it without where clause it works but it returns all the data.

Can you provide assitance with this?

Re: Web 2 Lead - Customization

anatolij.p — Thu, 03 Aug 2017 08:08:36 GMT

Found what I've needed and now I finally understand how to work with customizations.

@Admin you can delete the thread.

Re: Created a customer with API. Trying to create Opportunity

anatolij.p — Tue, 01 Aug 2017 07:45:42 GMT

OK, managed to figure it out.

'Name' = Just a string for example 'Oppty1'

'OpportunityStage' = Browse some older already created opportunities to find default values. By default when you create a contact via Web2Lead it is 'Prospecting'

'Customer' = This relates to Customer table Name field (you used it in creation of customer)

'CloseDate' = just a date 2017-12-25

'AssignedTo' = This is CRM Method username that will handle these requests. You can find that in settings and users when you login to crm method.

I got one more question, now the opportunity is created properly but it as you can see in screenshot required field Contacts* is empty.

http://imgur.com/N5oSAJe

Is it possible to connect opportunity to contact (that get automatically created with new customer) somehow?

Re: Created a customer with API. Trying to create Opportunity

anatolij.p — Tue, 01 Aug 2017 06:55:14 GMT

Thanks for response. It makes things clearer now.

The only question I have left is about the Customer value. AssignedTo is related to Customer table via Name fkey. But what exactly is Customer in Opportunity table is it company name from Customers table?

Create Customer & Opportunity

anatolij.p — Mon, 31 Jul 2017 14:59:06 GMT

Hello,

I've been trying to create a Customer (Lead) via API call and it works OK.

Followed the guide from https://gist.github.com/relish27/67432c710f4b4904ca6f and adjusted it to use plain PHP SOAP calls (no external libraries).

Seems to me that all is working OK, but I cannot create Opportunity. One of the errors is: 'CustomerRef is missing...'.

I understand that I need to use something from customer table but I'm not sure what. After inspecting the Opportunity table the required fields (have starts on them) are:

// Name > FullName?

// OpportunityStage > Prospecting

// Customer ?

// CloseDate > Jul-25-2017

// AssignedTo > ?

After successful customer creation you get the RecordID for Customer. What exactly am I supposed to send in order to create Opportunity with Customer creation?

Also in video tutorial it says that Web 2 Lead creates Customer, 2x Activities and 1x Opportunity. Can you explain the process for creating Activities as well.

I will paste code here for reference, I'm working on Magento platform:

https://pastebin.com/zSh0F6FU - SOAP Call code

https://pastebin.com/nuSDkSUG - Creating of data fields/values arrays to be sent via SOAP

Re: Created a customer with API. Trying to create Opportunity

anatolij.p — Mon, 31 Jul 2017 14:16:39 GMT

Hello,

Is it possible for you to paste the postman code for Opportunity creation (so that it can be imported via its import tool "paste raw text")?

Re: Insertion with api

anatolij.p — Mon, 31 Jul 2017 14:09:40 GMT

Hello,

Is it possible for you to paste the postman code for Opportunity creation (so that it can be imported via its import tool "paste raw text")?