'FollowUpBoss',
'tasks' => array(
'create_contact' => 'Create Contact'
)
);
return $actions;
}
add_filter('adfoin_settings_tabs', 'adfoin_followupboss_settings_tab', 10, 1);
function adfoin_followupboss_settings_tab($providers) {
$providers['followupboss'] = 'FollowUpBoss';
return $providers;
}
add_action('adfoin_settings_view', 'adfoin_followupboss_settings_view', 10, 1);
function adfoin_followupboss_settings_view($current_tab) {
if ($current_tab !== 'followupboss') return;
$title = __('FollowUpBoss', 'advanced-form-integration');
$key = 'followupboss';
$arguments = json_encode([
'platform' => $key,
'fields' => [
['key' => 'apiKey', 'label' => __('API Key', 'advanced-form-integration'), 'hidden' => true],
]
]);
$instructions = __('Go to your FollowUpBoss account settings to get your API Key. You can find it under Settings > API in your FollowUpBoss dashboard.', 'advanced-form-integration');
echo adfoin_platform_settings_template($title, $key, $arguments, $instructions);
}
add_action('adfoin_action_fields', 'adfoin_followupboss_action_fields');
function adfoin_followupboss_action_fields() {
?>
'firstName', 'value' => 'First Name', 'description' => 'Contact first name'));
array_push($fields, array('key' => 'lastName', 'value' => 'Last Name', 'description' => 'Contact last name'));
// Email fields
array_push($fields, array('key' => 'email', 'value' => 'Email', 'description' => 'Primary email address'));
array_push($fields, array('key' => 'secondary_email', 'value' => 'Secondary Email', 'description' => 'Secondary email address'));
// Phone fields
array_push($fields, array('key' => 'phone', 'value' => 'Phone', 'description' => 'Primary phone number'));
array_push($fields, array('key' => 'mobile_phone', 'value' => 'Mobile Phone', 'description' => 'Mobile phone number'));
array_push($fields, array('key' => 'work_phone', 'value' => 'Work Phone', 'description' => 'Work phone number'));
array_push($fields, array('key' => 'home_phone', 'value' => 'Home Phone', 'description' => 'Home phone number'));
array_push($fields, array('key' => 'fax', 'value' => 'Fax', 'description' => 'Fax number'));
// Address fields
array_push($fields, array('key' => 'address', 'value' => 'Address', 'description' => 'Street address'));
array_push($fields, array('key' => 'city', 'value' => 'City', 'description' => 'City'));
array_push($fields, array('key' => 'state', 'value' => 'State', 'description' => 'State or province'));
array_push($fields, array('key' => 'zip', 'value' => 'ZIP Code', 'description' => 'ZIP or postal code'));
array_push($fields, array('key' => 'country', 'value' => 'Country', 'description' => 'Country'));
// Lead source and status
array_push($fields, array('key' => 'source', 'value' => 'Source', 'description' => 'The source of the lead'));
array_push($fields, array('key' => 'stage', 'value' => 'Stage', 'description' => 'Contact stage in pipeline'));
array_push($fields, array('key' => 'contacted', 'value' => 'Contacted', 'description' => 'Whether the person has been contacted or not (true/false)'));
array_push($fields, array('key' => 'price', 'value' => 'Price', 'description' => 'The price of the property of the person\'s first inquiry, or the estimated sell/buy price for this person'));
// Assignment
array_push($fields, array('key' => 'assignedTo', 'value' => 'Assigned To', 'description' => 'Full name of the agent assigned to this person'));
array_push($fields, array('key' => 'assignedUserId', 'value' => 'Assigned User ID', 'description' => 'ID of the agent assigned to this person'));
array_push($fields, array('key' => 'assignedPondId', 'value' => 'Assigned Pond ID', 'description' => 'ID of the pond assigned to this person'));
array_push($fields, array('key' => 'assignedLenderName', 'value' => 'Assigned Lender Name', 'description' => 'Full name of the lender assigned to this person'));
array_push($fields, array('key' => 'assignedLenderId', 'value' => 'Assigned Lender ID', 'description' => 'ID of the lender assigned to this person'));
// Social and web
array_push($fields, array('key' => 'website', 'value' => 'Website', 'description' => 'Website URL'));
array_push($fields, array('key' => 'facebook', 'value' => 'Facebook', 'description' => 'Facebook profile URL'));
array_push($fields, array('key' => 'twitter', 'value' => 'Twitter', 'description' => 'Twitter handle'));
array_push($fields, array('key' => 'linkedin', 'value' => 'LinkedIn', 'description' => 'LinkedIn profile URL'));
array_push($fields, array('key' => 'instagram', 'value' => 'Instagram', 'description' => 'Instagram handle'));
// Additional fields
array_push($fields, array('key' => 'birthday', 'value' => 'Birthday', 'description' => 'Birthday (YYYY-MM-DD format)'));
array_push($fields, array('key' => 'spouse', 'value' => 'Spouse', 'description' => 'Spouse name'));
array_push($fields, array('key' => 'anniversary', 'value' => 'Anniversary', 'description' => 'Anniversary date (YYYY-MM-DD format)'));
array_push($fields, array('key' => 'notes', 'value' => 'Notes', 'description' => 'Additional notes'));
array_push($fields, array('key' => 'background', 'value' => 'Background', 'description' => 'Background information on the person (can be a multi-line string)'));
wp_send_json_success($fields);
}
function adfoin_followupboss_credentials_list() {
foreach (adfoin_read_credentials('followupboss') as $option) {
printf('', esc_attr($option['id']), esc_html($option['title']));
}
}
function adfoin_followupboss_request($endpoint, $method = 'POST', $data = array(), $record = array(), $cred_id = '') {
$credentials = adfoin_get_credentials_by_id('followupboss', $cred_id);
$api_key = isset($credentials['apiKey']) ? $credentials['apiKey'] : '';
if (!$api_key) {
return;
}
$base_url = 'https://api.followupboss.com/v1/';
$url = $base_url . $endpoint;
$args = array(
'timeout' => 30,
'method' => $method,
'headers' => array(
'Authorization' => 'Basic ' . base64_encode($api_key . ':'),
'Content-Type' => 'application/json',
),
);
if ($method === 'POST' || $method === 'PUT') {
$args['body'] = json_encode($data);
}
$response = wp_remote_request($url, $args);
if ($record) {
adfoin_add_to_log($response, $url, $args, $record);
}
return $response;
}
function adfoin_followupboss_create_contact($fields, $record, $cred_id) {
$contact_data = array();
// createdAt
if (!empty($fields['createdAt'])) {
$contact_data['createdAt'] = $fields['createdAt'];
}
// Name fields
if (!empty($fields['firstName'])) {
$contact_data['firstName'] = $fields['firstName'];
}
if (!empty($fields['lastName'])) {
$contact_data['lastName'] = $fields['lastName'];
}
// Stage, Source, SourceUrl
if (!empty($fields['stage'])) {
$contact_data['stage'] = $fields['stage'];
}
if (!empty($fields['source'])) {
$contact_data['source'] = $fields['source'];
}
if (!empty($fields['sourceUrl'])) {
$contact_data['sourceUrl'] = $fields['sourceUrl'];
}
// Contacted
if (isset($fields['contacted'])) {
$contact_data['contacted'] = filter_var($fields['contacted'], FILTER_VALIDATE_BOOLEAN);
}
// Price
if (isset($fields['price']) && $fields['price'] !== '') {
$contact_data['price'] = floatval($fields['price']);
}
// Assignment
if (!empty($fields['assignedTo'])) {
$contact_data['assignedTo'] = $fields['assignedTo'];
}
if (!empty($fields['assignedUserId'])) {
$contact_data['assignedUserId'] = intval($fields['assignedUserId']);
}
if (!empty($fields['assignedPondId'])) {
$contact_data['assignedPondId'] = intval($fields['assignedPondId']);
}
if (!empty($fields['assignedLenderName'])) {
$contact_data['assignedLenderName'] = $fields['assignedLenderName'];
}
if (!empty($fields['assignedLenderId'])) {
$contact_data['assignedLenderId'] = intval($fields['assignedLenderId']);
}
// Emails
$emails = array();
if (!empty($fields['email'])) {
$emails[] = array(
'value' => $fields['email'],
'type' => !empty($fields['email_type']) ? $fields['email_type'] : 'work',
'isPrimary' => true
);
}
if (!empty($fields['secondary_email'])) {
$emails[] = array(
'value' => $fields['secondary_email'],
'type' => !empty($fields['secondary_email_type']) ? $fields['secondary_email_type'] : 'other',
'isPrimary' => false
);
}
if (!empty($emails)) {
$contact_data['emails'] = $emails;
}
// Phones
$phones = array();
if (!empty($fields['phone'])) {
$phones[] = array(
'value' => $fields['phone'],
'type' => !empty($fields['phone_type']) ? $fields['phone_type'] : 'work',
'isPrimary' => true
);
}
if (!empty($fields['mobile_phone'])) {
$phones[] = array(
'value' => $fields['mobile_phone'],
'type' => !empty($fields['mobile_phone_type']) ? $fields['mobile_phone_type'] : 'mobile',
'isPrimary' => false
);
}
if (!empty($fields['work_phone'])) {
$phones[] = array(
'value' => $fields['work_phone'],
'type' => 'work',
'isPrimary' => false
);
}
if (!empty($fields['home_phone'])) {
$phones[] = array(
'value' => $fields['home_phone'],
'type' => 'home',
'isPrimary' => false
);
}
if (!empty($fields['fax'])) {
$phones[] = array(
'value' => $fields['fax'],
'type' => 'fax',
'isPrimary' => false
);
}
if (!empty($phones)) {
$contact_data['phones'] = $phones;
}
// Addresses
$addresses = array();
if (!empty($fields['address']) || !empty($fields['city']) || !empty($fields['state']) || !empty($fields['zip']) || !empty($fields['country'])) {
$addresses[] = array(
'type' => !empty($fields['address_type']) ? $fields['address_type'] : 'home',
'street' => !empty($fields['address']) ? $fields['address'] : '',
'city' => !empty($fields['city']) ? $fields['city'] : '',
'state' => !empty($fields['state']) ? $fields['state'] : '',
'code' => !empty($fields['zip']) ? $fields['zip'] : '',
'country' => !empty($fields['country']) ? $fields['country'] : ''
);
}
if (!empty($addresses)) {
$contact_data['addresses'] = $addresses;
}
// Tags
if (!empty($fields['tags'])) {
if (is_array($fields['tags'])) {
$contact_data['tags'] = $fields['tags'];
} else {
$contact_data['tags'] = array_map('trim', explode(',', $fields['tags']));
}
}
// Background
if (!empty($fields['background'])) {
$contact_data['background'] = $fields['background'];
}
// Collaborators
if (!empty($fields['collaborators'])) {
if (is_array($fields['collaborators'])) {
$contact_data['collaborators'] = array_map('intval', $fields['collaborators']);
} else {
$contact_data['collaborators'] = array_map('intval', explode(',', $fields['collaborators']));
}
}
// Custom fields (fields starting with 'custom')
foreach ($fields as $key => $value) {
if (strpos($key, 'custom') === 0 && $value !== '') {
$contact_data[$key] = $value;
}
}
// TimeframeId
if (!empty($fields['timeframeId'])) {
$contact_data['timeframeId'] = intval($fields['timeframeId']);
}
// Notes
if (!empty($fields['notes'])) {
$contact_data['notes'] = $fields['notes'];
}
// Anniversary, Birthday, Spouse, Social, Website
if (!empty($fields['anniversary'])) {
$contact_data['anniversary'] = $fields['anniversary'];
}
if (!empty($fields['birthday'])) {
$contact_data['birthday'] = $fields['birthday'];
}
if (!empty($fields['spouse'])) {
$contact_data['spouse'] = $fields['spouse'];
}
if (!empty($fields['website'])) {
$contact_data['website'] = $fields['website'];
}
if (!empty($fields['facebook'])) {
$contact_data['facebook'] = $fields['facebook'];
}
if (!empty($fields['twitter'])) {
$contact_data['twitter'] = $fields['twitter'];
}
if (!empty($fields['linkedin'])) {
$contact_data['linkedin'] = $fields['linkedin'];
}
if (!empty($fields['instagram'])) {
$contact_data['instagram'] = $fields['instagram'];
}
// Send request to FollowUpBoss API
return adfoin_followupboss_request('people?deduplicate=false', 'POST', $contact_data, $record, $cred_id);
}
add_action('adfoin_followupboss_job_queue', 'adfoin_followupboss_job_queue', 10, 1);
function adfoin_followupboss_job_queue($data) {
adfoin_followupboss_send_data($data['record'], $data['posted_data']);
}
function adfoin_followupboss_send_data($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'] : $record_data;
$cred_id = isset($data['credId']) ? $data['credId'] : (isset($record['cred_id']) ? $record['cred_id'] : '');
$task = $record['task'];
$contact_fields = array();
foreach ($data as $key => $value) {
$parsed_value = adfoin_get_parsed_values($value, $posted_data);
if ($parsed_value !== '' && $parsed_value !== null) {
$contact_fields[$key] = $parsed_value;
}
}
if ($task == 'create_contact') {
adfoin_followupboss_create_contact($contact_fields, $record, $cred_id);
}
}