Search results by user ID 15942

Access "Name in Quickbooks" Field?

Colin — Fri, 06 Jul 2018 19:37:46 GMT

I've ran a query on all the different tables, but I can't seem to figure out how to access the "Name in Quickbooks" field using the Method API when creating new leads using MethodAPIInsertV2. Is it under an alias?

Re: cURL error 28: Operation timed out when using MethodAPIUpdateV2

Colin — Wed, 27 Jun 2018 18:45:22 GMT

I believe it had started roughly a week to two weeks ago. Interestingly enough, so far the requests have now been pushing through correctly, without issue.

Re: Adding tags with MethodAPIInsertV2

Colin — Wed, 27 Jun 2018 17:20:04 GMT

Wasn't sure why it was acting the way it was, I just rearranged the order of the tags, and double checked for spaces or commas, and then it worked. Thanks so much, this helped so much!

cURL error 28: Operation timed out when using MethodAPIUpdateV2

Colin — Wed, 27 Jun 2018 17:18:54 GMT

I recently had set up an api function so that when someone submits a form, it creates the lead in Method, then looks it up and updated which sales rep it is assigned to (as I understand you can't set that during the initial MethodAPIInsertV2 call).

It had been working for a while flawlessly, and now recently throws a cURL error 28: Operation timed out after 10000 milliseconds with 0 bytes received everytime it's triggered. It had started doing this at first with maybe 1 out of every 3 submissions, and now it's every time.

I increased the memory and file size of my server to see if perhaps the resources were getting overloaded, but that has not helped.

Not sure where to look for this issue..

Re: Adding tags with MethodAPIInsertV2

Colin — Wed, 06 Jun 2018 14:24:35 GMT

This helped out immensely. Everything is working after looking up the Entity_RecordID after creating the contact and then crossreferncing the original contactID with the Entity_RecordID and using that number to update the listing in the Contacts table.

However...

It seems that every time I create a contact now using the API, it creates a new tag, in this case, "New Lead" rather than using the "New Lead" tag that is already built in. This leaves me with two different "New Lead" tags. Is there a way to set the built in tags using this method?

Re: Adding tags with MethodAPIInsertV2

Colin — Fri, 01 Jun 2018 16:11:29 GMT

This was helpful, as I hadn't been using the Update API before this.

I've successfully gotten the UpdateAPI to update fields such as Telephone and Name at this point, but if I try and update the "TagList" field with a value of "NewTag", no tags are set and I can't view them on my contacts page.

This is a direct dump from my PHP script:

nusoap_client created!
processmethod.php:6 Posted data read and arrays constructed!
processmethod.php:6 Fields: {"string":["Name","FirstName","LastName","CompanyName","Email","Phone","BillAddressAddr1","BillAddressCity","BillAddressState","BillAddressPostalCode","TagList","IsLeadStatusOnly"]}
processmethod.php:6 Values: {"string":["Test TesterNEW","Test","TesterNEW","Gym TEst","tester@testingmethod.com","1234567890","NewTag","Yes"]}
processmethod.php:6 Record inserted!
processmethod.php:6 Response: Success
processmethod.php:6 RecordID: 4970

=====================NEXT FUNCTION=====================

nusoap_client created!
processmethod.php:11 Updated Field: ["TagList"]
processmethod.php:11 Updated Values: ["NewTag"]
processmethod.php:11 RecordID for update: 4970
processmethod.php:11 Created Array for Updating Fields
processmethod.php:11 Response: Success

Any other fields seem to update without an issue, but the "TagList" field just doesn't seem to add the tags.

Adding tags with MethodAPIInsertV2

Colin — Wed, 30 May 2018 16:18:20 GMT

Hi,

I've been building a custom form for adding customers to Method, and I'm trying to get tags to be set with the new lead.

So far, I've went in to the edit contact page in Method and added a new tag, in this case, "NewTag".

Then, in my array of fields being sent to method, I include 'TagList' with the value in the values array being ,'NewTag', (comma surrounded as suggested by Method).

When I go to execute the script, the contact is added to Method properly, but just without the tags.

I feel like I'm missing something small?