__( 'Attio CRM', 'advanced-form-integration' ),
'tasks' => [
'subscribe' => __( 'Create or Update Record', 'advanced-form-integration' ),
],
];
return $actions;
}
add_filter( 'adfoin_settings_tabs', 'adfoin_attio_settings_tab', 10 );
function adfoin_attio_settings_tab( $providers ) {
$providers['attio'] = __( 'Attio CRM', 'advanced-form-integration' );
return $providers;
}
add_action( 'adfoin_settings_view', 'adfoin_attio_settings_view', 10 );
function adfoin_attio_settings_view( $current_tab ) {
if ( $current_tab != 'attio' ) {
return;
}
$title = __( 'Attio CRM', 'advanced-form-integration' );
$key = 'attio';
$arguments = json_encode( [
'platform' => 'attio',
'fields' => [[
'key' => 'accessToken',
'label' => __( 'Access Token', 'advanced-form-integration' ),
'hidden' => true,
]],
] );
$instructions = sprintf(
'- %s
- %s
- %s
- %s
',
__( 'Navigate to Workspace settings > Developers.', 'advanced-form-integration' ),
__( 'Create a new integration and assign it a name.', 'advanced-form-integration' ),
__( 'Under scopes, select "Read-write" for all or at least the necessary ones.', 'advanced-form-integration' ),
__( 'Copy the Access Token and add it here', 'advanced-form-integration' )
);
echo adfoin_platform_settings_template(
$title,
$key,
$arguments,
$instructions
);
}
/*
* Attio Credentials List
*/
function adfoin_attio_get_credentials_list() {
$credentials = adfoin_read_credentials( 'attio' );
foreach ( $credentials as $option ) {
printf( '', esc_attr( $option['id'] ), esc_html( $option['title'] ) );
}
}
add_action( 'adfoin_action_fields', 'adfoin_attio_action_fields' );
/*
* Attio Action Fields
*/
function adfoin_attio_action_fields() {
?>
$method,
'headers' => [
'Content-Type' => 'application/json',
'Authorization' => 'Bearer ' . $access_token,
],
];
if ( 'POST' == $method || 'PUT' == $method ) {
$args['body'] = json_encode( $data );
}
$response = wp_remote_request( $url, $args );
if ( $record ) {
adfoin_add_to_log(
$response,
$url,
$args,
$record
);
}
return $response;
}
add_action(
'wp_ajax_adfoin_get_attio_credentials',
'adfoin_get_attio_credentials',
10,
0
);
/*
* Get Attio credentials
*/
function adfoin_get_attio_credentials() {
if ( !adfoin_verify_nonce() ) {
return;
}
$all_credentials = adfoin_read_credentials( 'attio' );
wp_send_json_success( $all_credentials );
}
add_action(
'wp_ajax_adfoin_save_attio_credentials',
'adfoin_save_attio_credentials',
10,
0
);
/*
* Save Attio credentials
*/
function adfoin_save_attio_credentials() {
if ( !adfoin_verify_nonce() ) {
return;
}
$platform = sanitize_text_field( $_POST['platform'] );
if ( 'attio' == $platform ) {
$data = adfoin_array_map_recursive( 'sanitize_text_field', $_POST['data'] );
adfoin_save_credentials( $platform, $data );
}
wp_send_json_success();
}
add_action(
'wp_ajax_adfoin_get_attio_object_fields',
'adfoin_get_attio_object_fields',
10,
0
);
/*
* Get Attio object fields
*/
function adfoin_get_attio_object_fields() {
if ( !adfoin_verify_nonce() ) {
return;
}
$cred_id = ( isset( $_POST['credId'] ) ? sanitize_text_field( $_POST['credId'] ) : '' );
$object_id = ( isset( $_POST['objectId'] ) ? sanitize_text_field( $_POST['objectId'] ) : '' );
$data = adfoin_attio_request(
"objects/{$object_id}/attributes",
'GET',
[],
[],
$cred_id
);
if ( is_wp_error( $data ) ) {
wp_send_json_error();
}
$response_body = json_decode( wp_remote_retrieve_body( $data ), true );
$skip = ['team', 'categories', 'associated_deals'];
$fields = [];
if ( !empty( $response_body['data'] ) && is_array( $response_body['data'] ) ) {
foreach ( $response_body['data'] as $single ) {
if ( true == $single['is_writable'] && !in_array( $single['api_slug'], $skip ) ) {
$prefix = ( true == $single['is_multiselect'] ? 'multi' : 'single' );
// For personal-name field, show both original and split fields for backward compatibility
if ( 'personal-name' == $single['type'] && 'name' == $single['api_slug'] ) {
// Original field for backward compatibility
array_push( $fields, [
'key' => $prefix . '__' . $single['type'] . '__' . $single['api_slug'],
'value' => $single['title'] . ' (auto-split)',
'description' => 'Full name will be automatically split into first and last name',
] );
// New separate fields
array_push( $fields, [
'key' => $prefix . '__' . $single['type'] . '__' . $single['api_slug'] . '_first',
'value' => 'First Name',
'description' => 'Recommended',
] );
array_push( $fields, [
'key' => $prefix . '__' . $single['type'] . '__' . $single['api_slug'] . '_last',
'value' => 'Last Name',
'description' => 'Recommended',
] );
} else {
array_push( $fields, [
'key' => $prefix . '__' . $single['type'] . '__' . $single['api_slug'],
'value' => $single['title'],
'description' => '',
] );
}
}
}
} else {
wp_send_json_error();
}
wp_send_json_success( $fields );
}
add_action(
'wp_ajax_adfoin_get_attio_objects',
'adfoin_get_attio_objects',
10,
0
);
/*
* Get Attio onjects
*/
function adfoin_get_attio_objects() {
if ( !adfoin_verify_nonce() ) {
return;
}
$cred_id = ( isset( $_POST['credId'] ) ? sanitize_text_field( $_POST['credId'] ) : '' );
$response = adfoin_attio_request(
'objects',
'GET',
[],
[],
$cred_id
);
$response_body = json_decode( wp_remote_retrieve_body( $response ), true );
if ( empty( $response_body ) ) {
wp_send_json_error();
}
if ( !empty( $response_body['data'] ) && is_array( $response_body['data'] ) ) {
$allowed_list = ['companies', 'people', 'deals'];
$objects = [];
foreach ( $response_body['data'] as $single ) {
if ( in_array( $single['api_slug'], $allowed_list ) ) {
$objects[$single['api_slug']] = $single['plural_noun'];
}
}
wp_send_json_success( $objects );
} else {
wp_send_json_error();
}
}
add_action(
'adfoin_attio_job_queue',
'adfoin_attio_job_queue',
10,
1
);
/*
* Attio Job Queue
*/
function adfoin_attio_job_queue( $data ) {
adfoin_attio_send_data( $data['record'], $data['posted_data'] );
}
/*
* Handles sending data to attio API
*/
function adfoin_attio_send_data( $record, $posted_data ) {
sleep( 3 );
$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 = $record_data['field_data'];
$object_id = ( isset( $data['objectId'] ) ? $data['objectId'] : '' );
$cred_id = ( isset( $data['credId'] ) ? $data['credId'] : '' );
$task = $record['task'];
$update = ( isset( $data['update'] ) ? $data['update'] : '' );
$matching_attribute = ( isset( $data['match'] ) ? $data['match'] : '' );
unset($data['objectId']);
unset($data['credId']);
unset($data['update']);
unset($data['match']);
if ( $task == 'subscribe' ) {
$request_data = [];
$skip = ['team', 'categories', 'associated_deals'];
$matching_attribute = '';
$name_data = [
'first_name' => '',
'last_name' => '',
];
foreach ( $data as $key => $value ) {
list( $is_single, $type, $field ) = explode( '__', $key );
if ( in_array( $field, $skip ) ) {
continue;
}
$parsed_value = adfoin_get_parsed_values( $value, $posted_data );
if ( 'record-reference' == $type && ('company' == $field || 'associated_company' == $field) ) {
$parsed_value = adfoin_attio_search_record( 'companies', $parsed_value, $cred_id );
}
if ( 'record-reference' == $type && ('people' == $field || 'associated_people' == $field) ) {
$parsed_value = adfoin_attio_search_record( 'people', $parsed_value, $cred_id );
}
// Handle old single name field (auto-split for backward compatibility)
if ( 'personal-name' == $type && 'name' == $field && $parsed_value ) {
$parsed_value = adfoin_attio_parse_name( $parsed_value );
}
// Handle separate first and last name fields
if ( 'personal-name' == $type && 'name_first' == $field && $parsed_value ) {
$name_data['first_name'] = $parsed_value;
continue;
}
if ( 'personal-name' == $type && 'name_last' == $field && $parsed_value ) {
$name_data['last_name'] = $parsed_value;
continue;
}
if ( $parsed_value ) {
if ( 'single' == $is_single ) {
$request_data[$field] = $parsed_value;
} else {
$request_data[$field] = explode( ',', $parsed_value );
}
}
}
// Combine first and last name if provided
if ( !empty( $name_data['first_name'] ) || !empty( $name_data['last_name'] ) ) {
$full_name = trim( $name_data['first_name'] . ' ' . $name_data['last_name'] );
$request_data['name'] = [
'first_name' => $name_data['first_name'],
'last_name' => $name_data['last_name'],
'full_name' => $full_name,
];
}
$request_data = [
'data' => [
'values' => $request_data,
],
];
if ( $update == 'true' ) {
if ( !$matching_attribute ) {
if ( $object_id == 'companies' ) {
$matching_attribute = 'domains';
}
if ( $object_id == 'people' ) {
$matching_attribute = 'email_addresses';
}
if ( $object_id == 'deals' ) {
$matching_attribute = 'name';
}
}
$return = adfoin_attio_request(
"objects/{$object_id}/records?matching_attribute={$matching_attribute}",
'PUT',
$request_data,
$record,
$cred_id
);
} else {
$return = adfoin_attio_request(
"objects/{$object_id}/records",
'POST',
$request_data,
$record,
$cred_id
);
}
}
return;
}
/*
* Parse full name into first and last name for Attio personal-name fields
*/
function adfoin_attio_parse_name( $full_name ) {
if ( empty( $full_name ) ) {
return '';
}
// Trim and normalize whitespace
$full_name = trim( preg_replace( '/\\s+/', ' ', $full_name ) );
// Split the name into parts
$name_parts = explode( ' ', $full_name );
if ( count( $name_parts ) === 1 ) {
// Only one name provided (treat as first name)
return [
'first_name' => $name_parts[0],
'last_name' => '',
'full_name' => $full_name,
];
} else {
// Multiple parts: first part is first name, rest is last name
$first_name = array_shift( $name_parts );
$last_name = implode( ' ', $name_parts );
return [
'first_name' => $first_name,
'last_name' => $last_name,
'full_name' => $full_name,
];
}
}
/*
* Search Record
*/
function adfoin_attio_search_record( $object_id, $term, $cred_id ) {
$serarch_term = [
'limit' => 1,
'filter' => [],
];
if ( 'companies' == $object_id ) {
$serarch_term['filter']['name'] = $term;
}
if ( 'people' == $object_id ) {
$serarch_term['filter']['email_addresses'] = $term;
}
$result = adfoin_attio_request(
"objects/{$object_id}/records/query",
'POST',
$serarch_term,
[],
$cred_id
);
$body = json_decode( wp_remote_retrieve_body( $result ), true );
if ( isset(
$body['data'],
$body['data'][0],
$body['data'][0]['id'],
$body['data'][0]['id']['record_id']
) ) {
return $body['data'][0]['id']['record_id'];
} else {
return false;
}
}