__('Apptivo CRM', 'advanced-form-integration'),
'tasks' => [
'create_record' => __('Create Record', 'advanced-form-integration'),
]
];
return $actions;
}
add_filter('adfoin_settings_tabs', 'adfoin_apptivo_settings_tab', 10, 1);
function adfoin_apptivo_settings_tab($providers) {
$providers[ADFOIN_APPTIVO_KEY] = __('Apptivo CRM', 'advanced-form-integration');
return $providers;
}
add_action('adfoin_settings_view', 'adfoin_apptivo_settings_view', 10, 1);
function adfoin_apptivo_settings_view($current_tab) {
if ($current_tab !== ADFOIN_APPTIVO_KEY) return;
$title = __('Apptivo CRM', 'advanced-form-integration');
$key = ADFOIN_APPTIVO_KEY;
$arguments = json_encode([
'platform' => $key,
'fields' => [
['key' => 'apiKey', 'label' => __('API Key', 'advanced-form-integration'), 'type' => 'text', 'hidden' => true],
['key' => 'accessKey', 'label' => __('Access Key', 'advanced-form-integration'), 'type' => 'text', 'hidden' => true],
]
]);
$instructions = __('Configure your Apptivo API access. You will need your API Key and Access Key.', 'advanced-form-integration');
$instructions .= '
' . __('Refer to the Apptivo API documentation for details on obtaining your keys.', 'advanced-form-integration');
echo adfoin_platform_settings_template($title, $key, $arguments, $instructions);
}
add_action('wp_ajax_adfoin_get_apptivo_credentials', 'adfoin_get_apptivo_credentials');
function adfoin_get_apptivo_credentials() {
if (!adfoin_verify_nonce()) {
wp_send_json_error( __('Security check failed.', 'advanced-form-integration') );
return;
}
wp_send_json_success(adfoin_read_credentials(ADFOIN_APPTIVO_KEY));
}
add_action('wp_ajax_adfoin_save_apptivo_credentials', 'adfoin_save_apptivo_credentials');
function adfoin_save_apptivo_credentials() {
if (!adfoin_verify_nonce()) {
wp_send_json_error( __('Security check failed.', 'advanced-form-integration') );
return;
}
if (isset($_POST['platform']) && $_POST['platform'] === ADFOIN_APPTIVO_KEY && isset($_POST['data'])) {
$data = adfoin_array_map_recursive('sanitize_text_field', $_POST['data']);
adfoin_save_credentials(ADFOIN_APPTIVO_KEY, $data);
wp_send_json_success();
} else {
wp_send_json_error( __('Invalid request data.', 'advanced-form-integration') );
}
}
function adfoin_apptivo_credentials_list() {
$credentials = adfoin_read_credentials(ADFOIN_APPTIVO_KEY);
if ( ! empty( $credentials ) ) {
foreach ($credentials as $option) {
printf('', esc_attr($option['id']), esc_html($option['title']));
}
}
}
add_action('adfoin_' . ADFOIN_APPTIVO_KEY . '_job_queue', 'adfoin_apptivo_job_queue', 10, 1);
function adfoin_apptivo_job_queue($data) {
if (isset($data['record']) && isset($data['posted_data'])) {
adfoin_apptivo_send_data($data['record'], $data['posted_data']);
} else {
error_log( 'ADFOIN Apptivo CRM Job Queue: Invalid data received.' );
}
}
function adfoin_apptivo_send_data($record, $posted_data) {
$record_data = json_decode($record['data'], true);
if (isset($record_data['action_data']['cl']) && adfoin_check_conditional_logic($record_data['action_data']['cl'], $posted_data)) {
return;
}
$data = isset($record_data['field_data']) ? $record_data['field_data'] : array();
$cred_id = isset($data['credId']) ? $data['credId'] : '';
$entity_name = isset($data['entityName']) ? sanitize_text_field($data['entityName']) : '';
unset($data['credId']);
unset($data['entityName']);
$fields_to_send = array();
foreach ($data as $key => $value) {
if (!empty($value)) {
$value = adfoin_get_parsed_values($value, $posted_data);
$value = sanitize_text_field($value);
if (!empty($value)) {
$fields_to_send[$key] = $value;
}
}
}
// Handle specific fields for Leads entity
if ($entity_name === 'Leads') {
$lead_specific_fields = [
'title', 'firstName', 'lastName', 'jobTitle', 'wayToContact',
'leadStatusMeaning', 'leadSourceMeaning', 'leadTypeName',
'referredByName', 'assigneeObjectRefName', 'description',
'potentialAmount', 'leadRankMeaning', 'annualRevenue',
'industryName', 'faceBookURL', 'twitterURL', 'linkedInURL',
'website', 'businessPhone', 'mobilePhone', 'businessEmail',
'homeEmail', 'otherEmail', 'addressLine1', 'addressLine2',
'city', 'state', 'zipCode', 'countryName'
];
foreach ($lead_specific_fields as $field) {
if (isset($fields_to_send[$field])) {
$fields_to_send[$field] = sanitize_text_field($fields_to_send[$field]);
}
}
// Format address fields if any are filled
$address_fields = ['addressLine1', 'addressLine2', 'city', 'state', 'zipCode', 'countryName'];
$address_data = [];
foreach ($address_fields as $field) {
if (!empty($fields_to_send[$field])) {
$address_data[$field] = $fields_to_send[$field];
unset($fields_to_send[$field]); // Remove from main fields
}
}
if (!empty($address_data)) {
$fields_to_send['addresses'] = [
[
"addressType" => "Communication",
"addressLine1" => isset($address_data['addressLine1']) ? $address_data['addressLine1'] : '',
"addressLine2" => isset($address_data['addressLine2']) ? $address_data['addressLine2'] : '',
"city" => isset($address_data['city']) ? $address_data['city'] : '',
"county" => "", // Optional field, left empty
"state" => isset($address_data['state']) ? $address_data['state'] : '',
"countryName" => isset($address_data['countryName']) ? $address_data['countryName'] : '',
"zipCode" => isset($address_data['zipCode']) ? $address_data['zipCode'] : '',
]
];
}
// Format phone numbers if any are filled
$phone_fields = ['businessPhone', 'mobilePhone'];
$phone_data = [];
foreach ($phone_fields as $field) {
if (!empty($fields_to_send[$field])) {
$phone_data[] = [
"phoneType" => $field === 'businessPhone' ? "Business" : "Mobile",
"phoneNumber" => $fields_to_send[$field],
];
unset($fields_to_send[$field]); // Remove from main fields
}
}
if (!empty($phone_data)) {
$fields_to_send['phoneNumbers'] = $phone_data;
}
// Format email addresses if any are filled
$email_fields = ['businessEmail', 'homeEmail', 'otherEmail'];
$email_data = [];
foreach ($email_fields as $field) {
if (!empty($fields_to_send[$field])) {
$email_data[] = [
"emailType" => $field === 'businessEmail' ? "Business" : ($field === 'homeEmail' ? "Home" : "Other"),
"emailAddress" => $fields_to_send[$field],
];
unset($fields_to_send[$field]); // Remove from main fields
}
}
if (!empty($email_data)) {
$fields_to_send['emailAddresses'] = $email_data;
}
}
adfoin_apptivo_create_record( $entity_name, $fields_to_send, $record, $cred_id);
}
function adfoin_apptivo_create_record($entity_name, $fields, $record, $cred_id) {
if (empty($entity_name)) {
error_log('ADFOIN Apptivo CRM: Entity name is missing for create operation.');
adfoin_add_to_log( new WP_Error('adfoin_apptivo_error', 'Entity name is required.'), 'N/A', $fields, $record);
return new WP_Error('adfoin_apptivo_error', 'Entity name is required.');
}
if (empty($fields)) {
error_log('ADFOIN Apptivo CRM: No fields provided for create operation.');
adfoin_add_to_log( new WP_Error('adfoin_apptivo_error', 'No fields provided.'), $entity_name, [], $record);
return new WP_Error('adfoin_apptivo_error', 'No fields provided.');
}
$response = adfoin_apptivo_request(
$entity_name,
'POST',
$fields,
$record,
$cred_id
);
if (is_wp_error($response)) {
error_log('ADFOIN Apptivo CRM Create Record Error: ' . $response->get_error_message());
return $response;
}
$response_code = wp_remote_retrieve_response_code($response);
$response_body = wp_remote_retrieve_body($response);
$response_data = json_decode($response_body, true);
if ($response_code >= 200 && $response_code < 300) {
error_log('ADFOIN Apptivo CRM: Record created successfully in entity: ' . $entity_name);
return $response_data;
} else {
$error_message = isset($response_data['message']) ? $response_data['message'] : 'Unknown API Error';
error_log('ADFOIN Apptivo CRM API Error (' . $response_code . '): ' . $error_message);
return new WP_Error('adfoin_apptivo_api_error', 'Apptivo CRM API Error: ' . $error_message, ['status' => $response_code, 'body' => $response_body]);
}
}
function adfoin_apptivo_request($entity_name, $method = 'GET', $data = [], $record = [], $cred_id = '') {
$credentials = adfoin_get_credentials_by_id(ADFOIN_APPTIVO_KEY, $cred_id);
$api_key = isset($credentials['apiKey']) ? $credentials['apiKey'] : '';
$access_key = isset($credentials['accessKey']) ? $credentials['accessKey'] : '';
$data_key = '';
$endpoint = '';
switch ($entity_name) {
case 'Contacts':
$data_key = 'contactData';
$endpoint = 'contacts';
break;
case 'Leads':
$data_key = 'leadData';
$endpoint = 'leads';
break;
case 'Customers':
$data_key = 'customerData';
$endpoint = 'customers';
break;
default:
error_log('ADFOIN Apptivo CRM: Unknown entity name.');
return new WP_Error('adfoin_apptivo_error', 'Unknown entity name.');
}
$base_url = 'https://app.apptivo.com/app/dao/v6/';
$url = $base_url . ltrim($endpoint, '/') . '?a=save&apiKey=' . urlencode($api_key) . '&accessKey=' . urlencode($access_key);
if (!empty($data)) {
$url .= '&' . http_build_query([$data_key => wp_json_encode($data)]);
}
$args = [
'method' => $method,
'timeout' => 30,
'headers' => [
'Content-Type' => 'application/json',
],
];
$response = wp_remote_request($url, $args);
$response_code = wp_remote_retrieve_response_code($response);
$response_body = wp_remote_retrieve_body($response);
if (!empty($record)) {
adfoin_add_to_log($response, $url, $args, $record);
}
return json_decode($response_body, true);
}
add_action( 'wp_ajax_adfoin_get_apptivo_entities', 'adfoin_get_apptivo_entities', 10 );
function adfoin_get_apptivo_entities() {
if ( !adfoin_verify_nonce() ) {
wp_send_json_error( __('Security check failed.', 'advanced-form-integration') );
return;
}
$cred_id = isset($_POST['credId']) ? sanitize_text_field($_POST['credId']) : '';
if (empty($cred_id)) {
wp_send_json_error( __('Credential ID is missing.', 'advanced-form-integration') );
return;
}
$entities = [
// ['name' => 'Contacts', 'label' => __('Contact', 'advanced-form-integration')],
// ['name' => 'Customers', 'label' => __('Customer', 'advanced-form-integration')],
['name' => 'Leads', 'label' => __('Lead', 'advanced-form-integration')],
];
wp_send_json_success( $entities );
}
add_action( 'wp_ajax_adfoin_get_apptivo_fields', 'adfoin_get_apptivo_fields', 10 );
function adfoin_get_apptivo_fields() {
if ( !adfoin_verify_nonce() ) {
wp_send_json_error( __('Security check failed.', 'advanced-form-integration') );
return;
}
$cred_id = isset($_POST['credId']) ? sanitize_text_field($_POST['credId']) : '';
$entity_name = isset($_POST['entityName']) ? sanitize_text_field($_POST['entityName']) : '';
if (empty($cred_id) || empty($entity_name)) {
wp_send_json_error( __('Credential ID or Entity Name is missing.', 'advanced-form-integration') );
return;
}
$fields = [];
switch ($entity_name) {
case 'Contacts':
$fields[] = ['key' => 'firstName', 'value' => 'First Name', 'description' => ''];
$fields[] = ['key' => 'lastName', 'value' => 'Last Name', 'description' => ''];
$fields[] = ['key' => 'email', 'value' => 'Email', 'description' => 'Primary Email'];
$fields[] = ['key' => 'title', 'value' => 'Job Title', 'description' => ''];
$fields[] = ['key' => 'phone', 'value' => 'Phone', 'description' => ''];
$fields[] = ['key' => 'address1', 'value' => 'Address Line 1', 'description' => ''];
$fields[] = ['key' => 'city', 'value' => 'City', 'description' => ''];
$fields[] = ['key' => 'state', 'value' => 'State/Province', 'description' => ''];
$fields[] = ['key' => 'zip', 'value' => 'Postal Code', 'description' => ''];
$fields[] = ['key' => 'country', 'value' => 'Country', 'description' => ''];
break;
case 'Customers':
$fields[] = ['key' => 'customerName', 'value' => 'Customer Name', 'description' => ''];
$fields[] = ['key' => 'website', 'value' => 'Website', 'description' => ''];
$fields[] = ['key' => 'phone', 'value' => 'Phone', 'description' => ''];
$fields[] = ['key' => 'address1', 'value' => 'Address Line 1', 'description' => ''];
$fields[] = ['key' => 'city', 'value' => 'City', 'description' => ''];
$fields[] = ['key' => 'state', 'value' => 'State/Province', 'description' => ''];
$fields[] = ['key' => 'zip', 'value' => 'Postal Code', 'description' => ''];
$fields[] = ['key' => 'country', 'value' => 'Country', 'description' => ''];
break;
case 'Leads':
$fields[] = ['key' => 'title', 'value' => 'Title', 'description' => ''];
$fields[] = ['key' => 'firstName', 'value' => 'First Name', 'description' => ''];
$fields[] = ['key' => 'lastName', 'value' => 'Last Name', 'description' => ''];
$fields[] = ['key' => 'jobTitle', 'value' => 'Job Title', 'description' => ''];
$fields[] = ['key' => 'wayToContact', 'value' => 'Best Way to Contact', 'description' => ''];
$fields[] = ['key' => 'leadStatusMeaning', 'value' => 'Lead Status', 'description' => ''];
$fields[] = ['key' => 'leadSourceMeaning', 'value' => 'Lead Source', 'description' => ''];
$fields[] = ['key' => 'leadTypeName', 'value' => 'Lead Type', 'description' => ''];
$fields[] = ['key' => 'referredByName', 'value' => 'Referred By', 'description' => ''];
$fields[] = ['key' => 'assigneeObjectRefName', 'value' => 'Assigned To', 'description' => ''];
$fields[] = ['key' => 'description', 'value' => 'Description', 'description' => ''];
$fields[] = ['key' => 'potentialAmount', 'value' => 'Potential Amount', 'description' => ''];
$fields[] = ['key' => 'leadRankMeaning', 'value' => 'Rank', 'description' => ''];
$fields[] = ['key' => 'annualRevenue', 'value' => 'Annual Revenue', 'description' => ''];
$fields[] = ['key' => 'industryName', 'value' => 'Industry', 'description' => ''];
$fields[] = ['key' => 'faceBookURL', 'value' => 'Facebook', 'description' => ''];
$fields[] = ['key' => 'twitterURL', 'value' => 'Twitter', 'description' => ''];
$fields[] = ['key' => 'linkedInURL', 'value' => 'LinkedIn', 'description' => ''];
$fields[] = ['key' => 'website', 'value' => 'Website', 'description' => ''];
$fields[] = ['key' => 'businessPhone', 'value' => 'Business Phone', 'description' => ''];
$fields[] = ['key' => 'mobilePhone', 'value' => 'Mobile Phone', 'description' => ''];
$fields[] = ['key' => 'businessEmail', 'value' => 'Business Email', 'description' => ''];
$fields[] = ['key' => 'homeEmail', 'value' => 'Home Email', 'description' => ''];
$fields[] = ['key' => 'otherEmail', 'value' => 'Other Email', 'description' => ''];
$fields[] = ['key' => 'addressLine1', 'value' => 'Address Line 1', 'description' => ''];
$fields[] = ['key' => 'addressLine2', 'value' => 'Address Line 2', 'description' => ''];
$fields[] = ['key' => 'city', 'value' => 'City', 'description' => ''];
$fields[] = ['key' => 'state', 'value' => 'State/Province', 'description' => ''];
$fields[] = ['key' => 'zipCode', 'value' => 'Postal Code', 'description' => ''];
$fields[] = ['key' => 'countryName', 'value' => 'Country', 'description' => ''];
break;
default:
break;
}
wp_send_json_success( $fields );
}
add_action('adfoin_action_fields', 'adfoin_apptivo_action_fields');
/**
* Output the template for Apptivo CRM action fields in the admin.
*/
function adfoin_apptivo_action_fields() {
?>