%s
', __( 'Go to User Settings to get the API Key and URL', 'advanced-form-integration' ) ); ADFOIN_Account_Manager::render_settings_view( 'insightly', __( 'Insightly', 'advanced-form-integration' ), $fields, $instructions ); } add_action( 'wp_ajax_adfoin_get_insightly_credentials', 'adfoin_get_insightly_credentials', 10, 0 ); /* * Get Insightly credentials */ function adfoin_get_insightly_credentials() { if ( !class_exists( 'ADFOIN_Account_Manager' ) ) { require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php'; } ADFOIN_Account_Manager::ajax_get_credentials_list( 'insightly' ); } add_action( 'wp_ajax_adfoin_save_insightly_credentials', 'adfoin_save_insightly_credentials', 10, 0 ); /* * Save Insightly credentials */ function adfoin_save_insightly_credentials() { if ( !class_exists( 'ADFOIN_Account_Manager' ) ) { require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php'; } ADFOIN_Account_Manager::ajax_save_credentials( 'insightly', array('apiKey', 'apiUrl') ); } /* * Insightly Credentials List */ function adfoin_insightly_get_credentials_list() { $credentials = adfoin_read_credentials( 'insightly' ); foreach ( $credentials as $option ) { printf( '', esc_attr( $option['id'] ), esc_html( $option['title'] ) ); } } add_filter( 'adfoin_get_credentials', 'adfoin_insightly_modify_credentials', 10, 2 ); /* * Modify credentials for backward compatibility */ function adfoin_insightly_modify_credentials( $credentials, $platform ) { if ( 'insightly' == $platform && empty( $credentials ) ) { $api_key = get_option( 'adfoin_insightly_api_key' ); $api_url = get_option( 'adfoin_insightly_api_url' ); if ( $api_key && $api_url ) { $credentials = array(array( 'id' => 'legacy', 'title' => __( 'Legacy Account', 'advanced-form-integration' ), 'apiKey' => $api_key, 'apiUrl' => $api_url, )); } } return $credentials; } // Deprecated - kept for backward compatibility add_action( 'admin_post_adfoin_save_insightly_api_key', 'adfoin_save_insightly_api_key', 10, 0 ); function adfoin_save_insightly_api_key() { // Security Check if ( !wp_verify_nonce( $_POST['_nonce'], 'adfoin_insightly_settings' ) ) { die( __( 'Security check Failed', 'advanced-form-integration' ) ); } $api_key = sanitize_text_field( $_POST["adfoin_insightly_api_key"] ); $api_url = sanitize_text_field( $_POST["adfoin_insightly_api_url"] ); // Save tokens update_option( "adfoin_insightly_api_key", $api_key ); update_option( "adfoin_insightly_api_url", $api_url ); advanced_form_integration_redirect( "admin.php?page=advanced-form-integration-settings&tab=insightly" ); } add_action( 'adfoin_add_js_fields', 'adfoin_insightly_js_fields', 10, 1 ); function adfoin_insightly_js_fields( $field_data ) { } add_action( 'adfoin_action_fields', 'adfoin_insightly_action_fields' ); function adfoin_insightly_action_fields() { ?> $key, 'url' => $url, ); } add_action( 'wp_ajax_adfoin_get_insightly_owner_list', 'adfoin_get_insightly_owner_list', 10, 0 ); /* * Get Insightly Owner list */ function adfoin_get_insightly_owner_list() { // Security Check if ( !wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) { die( __( 'Security check Failed', 'advanced-form-integration' ) ); } $cred_id = ( isset( $_POST['credId'] ) ? sanitize_text_field( $_POST['credId'] ) : '' ); $api_keys = adfoin_insightly_get_keys( $cred_id ); if ( !$api_keys['key'] || !$api_keys['url'] ) { return; } $headers = array( 'Authorization' => 'Basic ' . base64_encode( $api_keys['key'] . ':' . '' ), 'Content-Type' => 'application/json', 'Accept' => 'application/json', ); $url = $api_keys['url'] . '/v3.0/Users'; $args = array( "headers" => $headers, ); $data = wp_remote_get( $url, $args ); if ( is_wp_error( $data ) ) { wp_send_json_error(); } $body = json_decode( wp_remote_retrieve_body( $data ) ); $users = wp_list_pluck( $body, 'FIRST_NAME', 'USER_ID' ); wp_send_json_success( $users ); } function adfoin_insightly_get_pipelines( $cred_id = '' ) { $api_keys = adfoin_insightly_get_keys( $cred_id ); if ( !$api_keys['key'] || !$api_keys['url'] ) { return; } $headers = array( 'Authorization' => 'Basic ' . base64_encode( $api_keys['key'] . ':' . '' ), 'Content-Type' => 'application/json', 'Accept' => 'application/json', ); $pipeline_url = $api_keys['url'] . '/v3.0/Pipelines'; $stage_url = $api_keys['url'] . '/v3.0/PipelineStages'; $args = array( "headers" => $headers, ); $pipeline_data = wp_remote_get( $pipeline_url, $args ); $stage_data = wp_remote_get( $stage_url, $args ); if ( is_wp_error( $pipeline_data ) || is_wp_error( $stage_data ) ) { return; } $pipeline_body = json_decode( wp_remote_retrieve_body( $pipeline_data ) ); $pipelines = wp_list_pluck( $pipeline_body, 'PIPELINE_NAME', 'PIPELINE_ID' ); $stage_body = json_decode( wp_remote_retrieve_body( $stage_data ) ); $pipeline_string = array(); foreach ( $stage_body as $stage ) { $pipeline_string[] = $pipelines[$stage->PIPELINE_ID] . '/' . $stage->STAGE_NAME . ': ' . $stage->PIPELINE_ID . '_' . $stage->STAGE_ID; } return implode( ', ', $pipeline_string ); } add_action( 'wp_ajax_adfoin_get_insightly_all_fields', 'adfoin_get_insightly_all_fields', 10, 0 ); /* * Get Insightly data */ function adfoin_get_insightly_all_fields() { // Security Check if ( !wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) { die( __( 'Security check Failed', 'advanced-form-integration' ) ); } $cred_id = ( isset( $_POST['credId'] ) ? sanitize_text_field( $_POST['credId'] ) : '' ); $api_keys = adfoin_insightly_get_keys( $cred_id ); if ( !$api_keys['key'] || !$api_keys['url'] ) { return; } // $pipelines = adfoin_insightly_get_pipelines( $cred_id ); $com_fields = array( array( 'key' => 'com_name', 'value' => 'Name [Organization]', 'description' => 'Required only for creating a Company', ), array( 'key' => 'com_billingstreet', 'value' => 'Billing Street [Organization]', 'description' => '', ), array( 'key' => 'com_billingpostcode', 'value' => 'Billing Postcode [Organization]', 'description' => '', ), array( 'key' => 'com_billingstate', 'value' => 'Billing State [Organization]', 'description' => '', ), array( 'key' => 'com_billingcity', 'value' => 'Billing City [Organization]', 'description' => '', ), array( 'key' => 'com_billingcountry', 'value' => 'Billing Country [Organization]', 'description' => '', ), array( 'key' => 'com_shippingstreet', 'value' => 'Shipping Street [Organization]', 'description' => '', ), array( 'key' => 'com_shippingpostcode', 'value' => 'Shipping Postcode [Organization]', 'description' => '', ), array( 'key' => 'com_shippingstate', 'value' => 'Shipping State [Organization]', 'description' => '', ), array( 'key' => 'com_shippingcity', 'value' => 'Shipping City [Organization]', 'description' => '', ), array( 'key' => 'com_shippingcountry', 'value' => 'Shipping Country [Organization]', 'description' => '', ), array( 'key' => 'com_phone', 'value' => 'Phone [Organization]', 'description' => '', ), array( 'key' => 'com_fax', 'value' => 'Fax [Organization]', 'description' => '', ), array( 'key' => 'com_emaildomain', 'value' => 'Email Domain [Organization]', 'description' => '', ), array( 'key' => 'com_website', 'value' => 'Website [Organization]', 'description' => '', ), array( 'key' => 'com_linkedin', 'value' => 'LinkedIn [Organization]', 'description' => '', ), array( 'key' => 'com_facebook', 'value' => 'Facebook [Organization]', 'description' => '', ), array( 'key' => 'com_twitter', 'value' => 'Twitter [Organization]', 'description' => '', ), array( 'key' => 'com_background', 'value' => 'Background [Organization]', 'description' => '', ), array( 'key' => 'com_tags', 'value' => 'Tags [Organization]', 'description' => 'Use comma for multiple tags', ) ); $per_fields = array( array( 'key' => 'per_prefix', 'value' => 'Prefix [Contact]', 'description' => '', ), array( 'key' => 'per_firstname', 'value' => 'First Name [Contact]', 'description' => 'Required only for creating a Person', ), array( 'key' => 'per_lastname', 'value' => 'Last Name [Contact]', 'description' => '', ), // array( 'key' => 'per_occupation', 'value' => 'Occupation [Contact]', 'description' => '' ), array( 'key' => 'per_email', 'value' => 'Email [Contact]', 'description' => '', ), array( 'key' => 'per_phone', 'value' => 'Phone [Contact]', 'description' => '', ), array( 'key' => 'per_homephone', 'value' => 'Home Phone [Contact]', 'description' => '', ), array( 'key' => 'per_mobilephone', 'value' => 'Mobile Phone [Contact]', 'description' => '', ), array( 'key' => 'per_fax', 'value' => 'Fax [Contact]', 'description' => '', ), array( 'key' => 'per_assistantname', 'value' => 'Assistant Name [Contact]', 'description' => '', ), array( 'key' => 'per_assistantphone', 'value' => 'Assistant Phone [Contact]', 'description' => '', ), array( 'key' => 'per_facebook', 'value' => 'Facebook [Contact]', 'description' => '', ), array( 'key' => 'per_linkedin', 'value' => 'LinkedIn [Contact]', 'description' => '', ), array( 'key' => 'per_twitter', 'value' => 'Twitter [Contact]', 'description' => '', ), array( 'key' => 'per_street', 'value' => 'Street [Contact]', 'description' => '', ), array( 'key' => 'per_city', 'value' => 'City [Contact]', 'description' => '', ), array( 'key' => 'per_state', 'value' => 'State [Contact]', 'description' => '', ), array( 'key' => 'per_postcode', 'value' => 'Post Code [Contact]', 'description' => '', ), array( 'key' => 'per_country', 'value' => 'Country [Contact]', 'description' => '', ), array( 'key' => 'per_dob', 'value' => 'Date Of Birth [Contact]', 'description' => '', ), array( 'key' => 'per_background', 'value' => 'Background [Contact]', 'description' => '', ), ); $deal_fields = array( array( 'key' => 'deal_name', 'value' => 'Name [Opportunity]', 'description' => 'Required only for creating a Deal', ), array( 'key' => 'deal_description', 'value' => 'Description [Opportunity]', 'description' => '', ), array( 'key' => 'deal_closedate', 'value' => 'Close Date [Opportunity]', 'description' => '', ), // array( 'key' => 'deal_pipeline', 'value' => 'Pipeline_Stage ID [Opportunity]', 'description' => $pipelines ), array( 'key' => 'deal_value', 'value' => 'Value [Opportunity]', 'description' => '', ), array( 'key' => 'deal_winpercentage', 'value' => 'Win Percentage [Opportunity]', 'description' => '', ), ); $final_data = array_merge( $com_fields, $per_fields, $deal_fields ); wp_send_json_success( $final_data ); } add_action( 'adfoin_insightly_job_queue', 'adfoin_insightly_job_queue', 10, 1 ); function adfoin_insightly_job_queue( $data ) { adfoin_insightly_send_data( $data['record'], $data['posted_data'] ); } /* * Handles sending data to Insightly API */ function adfoin_insightly_send_data( $record, $posted_data ) { $record_data = json_decode( $record["data"], true ); if ( array_key_exists( "cl", $record_data["action_data"] ) ) { if ( $record_data["action_data"]["cl"]["active"] == "yes" ) { if ( !adfoin_match_conditional_logic( $record_data["action_data"]["cl"], $posted_data ) ) { return; } } } $data = $record_data["field_data"]; $cred_id = ( isset( $data['credId'] ) ? $data['credId'] : '' ); $task = $record["task"]; $owner = $data["owner"]; $com_id = ""; $per_id = ""; $deal_id = ""; // Backward compatibility: if no cred_id, use first available credential if ( empty( $cred_id ) ) { $all_credentials = adfoin_read_credentials( 'insightly' ); if ( !empty( $all_credentials ) ) { $cred_id = $all_credentials[0]['id']; } } $api_keys = adfoin_insightly_get_keys( $cred_id ); if ( !$api_keys['key'] || !$api_keys['url'] ) { return; } if ( $task == "add_contact" ) { $holder = array(); $com_data = array(); $per_data = array(); $deal_data = array(); foreach ( $data as $key => $value ) { $holder[$key] = adfoin_get_parsed_values( $value, $posted_data ); } foreach ( $holder as $key => $value ) { if ( substr( $key, 0, 4 ) == 'com_' && $value ) { $key = substr( $key, 4 ); $com_data[$key] = $value; } if ( substr( $key, 0, 4 ) == 'per_' && $value ) { $key = substr( $key, 4 ); $per_data[$key] = $value; } if ( substr( $key, 0, 5 ) == 'deal_' && $value ) { $key = substr( $key, 5 ); $deal_data[$key] = $value; } } $headers = array( 'Authorization' => 'Basic ' . base64_encode( $api_keys['key'] . ':' . '' ), 'Content-Type' => 'application/json', 'Accept' => 'application/json', ); if ( $com_data['name'] ) { $com_url = $api_keys['url'] . '/v3.0/Organisations'; $com_body = array( 'ORGANISATION_NAME' => $com_data['name'], ); if ( $owner ) { $com_body['OWNER_USER_ID'] = $owner; } if ( isset( $com_data['background'] ) && $com_data['background'] ) { $com_body['BACKGROUND'] = $com_data['background']; } if ( isset( $com_data['billingstreet'] ) && $com_data['billingstreet'] ) { $com_body['ADDRESS_BILLING_STREET'] = $com_data['billingstreet']; } if ( isset( $com_data['billingpostcode'] ) && $com_data['billingpostcode'] ) { $com_body['ADDRESS_BILLING_POSTCODE'] = $com_data['billingpostcode']; } if ( isset( $com_data['billingstate'] ) && $com_data['billingstate'] ) { $com_body['ADDRESS_BILLING_STATE'] = $com_data['billingstate']; } if ( isset( $com_data['billingcity'] ) && $com_data['billingcity'] ) { $com_body['ADDRESS_BILLING_CITY'] = $com_data['billingcity']; } if ( isset( $com_data['billingcountry'] ) && $com_data['billingcountry'] ) { $com_body['ADDRESS_BILLING_COUNTRY'] = $com_data['billingcountry']; } if ( isset( $com_data['shippingstreet'] ) && $com_data['shippingstreet'] ) { $com_body['ADDRESS_SHIPPING_STREET'] = $com_data['shippingstreet']; } if ( isset( $com_data['shippingpostcode'] ) && $com_data['shippingpostcode'] ) { $com_body['ADDRESS_SHIPPING_POSTCODE'] = $com_data['shippingpostcode']; } if ( isset( $com_data['shippingstate'] ) && $com_data['shippingstate'] ) { $com_body['ADDRESS_SHIPPING_STATE'] = $com_data['shippingstate']; } if ( isset( $com_data['shippingcity'] ) && $com_data['shippingcity'] ) { $com_body['ADDRESS_SHIPPING_CITY'] = $com_data['shippingcity']; } if ( isset( $com_data['shippingcountry'] ) && $com_data['shippingcountry'] ) { $com_body['ADDRESS_SHIPPING_COUNTRY'] = $com_data['shippingcountry']; } if ( isset( $com_data['phone'] ) && $com_data['phone'] ) { $com_body['PHONE'] = $com_data['phone']; } if ( isset( $com_data['fax'] ) && $com_data['fax'] ) { $com_body['PHONE_FAX'] = $com_data['fax']; } if ( isset( $com_data['emaildomain'] ) && $com_data['emaildomain'] ) { $com_body['EMAIL_DOMAIN'] = $com_data['emaildomain']; } if ( isset( $com_data['website'] ) && $com_data['website'] ) { $com_body['WEBSITE'] = $com_data['website']; } if ( isset( $com_data['linkedin'] ) && $com_data['linkedin'] ) { $com_body['SOCIAL_LINKEDIN'] = $com_data['linkedin']; } if ( isset( $com_data['facebook'] ) && $com_data['facebook'] ) { $com_body['SOCIAL_FACEBOOK'] = $com_data['facebook']; } if ( isset( $com_data['twitter'] ) && $com_data['twitter'] ) { $com_body['SOCIAL_TWITTER'] = $com_data['twitter']; } if ( isset( $com_data['tags'] ) && $com_data['tags'] ) { $com_tags = explode( ',', $com_data['tags'] ); $com_body['TAGS'] = array(); foreach ( $com_tags as $com_tag ) { $com_body['TAGS'][] = array( 'TAG_NAME' => $com_tag, ); } } $com_args = array( "headers" => $headers, "body" => json_encode( $com_body ), ); $com_response = wp_remote_post( $com_url, $com_args ); adfoin_add_to_log( $com_response, $com_url, $com_args, $record ); $com_body = json_decode( wp_remote_retrieve_body( $com_response ) ); if ( $com_response['response']['code'] == 200 ) { $com_id = $com_body->ORGANISATION_ID; } } if ( $per_data['firstname'] ) { $per_url = $api_keys['url'] . '/v3.0/Contacts'; $per_body = array( 'FIRST_NAME' => $per_data['firstname'], ); if ( $owner ) { $per_body['OWNER_USER_ID'] = $owner; } if ( $com_id ) { $per_body['ORGANISATION_ID'] = $com_id; } if ( isset( $per_data['prefix'] ) && $per_data['prefix'] ) { $per_body['SALUTATION'] = $per_data['prefix']; } if ( isset( $per_data['lastname'] ) && $per_data['lastname'] ) { $per_body['LAST_NAME'] = $per_data['lastname']; } // if( isset( $per_data['occupation'] ) && $per_data['occupation'] ) { $per_body['title'] = $per_data['occupation']; } if ( isset( $per_data['email'] ) && $per_data['email'] ) { $per_body['EMAIL_ADDRESS'] = $per_data['email']; } if ( isset( $per_data['phone'] ) && $per_data['phone'] ) { $per_body['PHONE'] = $per_data['phone']; } if ( isset( $per_data['homephone'] ) && $per_data['homephone'] ) { $per_body['PHONE_HOME'] = $per_data['homephone']; } if ( isset( $per_data['mobilephone'] ) && $per_data['mobilephone'] ) { $per_body['PHONE_MOBILE'] = $per_data['mobilephone']; } if ( isset( $per_data['fax'] ) && $per_data['fax'] ) { $per_body['PHONE_FAX'] = $per_data['fax']; } if ( isset( $per_data['assistantname'] ) && $per_data['assistantname'] ) { $per_body['ASSISTANT_NAME'] = $per_data['assistantname']; } if ( isset( $per_data['assistantphone'] ) && $per_data['assistantphone'] ) { $per_body['PHONE_ASSISTANT'] = $per_data['assistantphone']; } if ( isset( $per_data['street'] ) && $per_data['street'] ) { $per_body['ADDRESS_MAIL_STREET'] = $per_data['street']; } if ( isset( $per_data['city'] ) && $per_data['city'] ) { $per_body['ADDRESS_MAIL_CITY'] = $per_data['city']; } if ( isset( $per_data['state'] ) && $per_data['state'] ) { $per_body['ADDRESS_MAIL_STATE'] = $per_data['state']; } if ( isset( $per_data['postcode'] ) && $per_data['postcode'] ) { $per_body['ADDRESS_MAIL_POSTCODE'] = $per_data['postcode']; } if ( isset( $per_data['country'] ) && $per_data['country'] ) { $per_body['ADDRESS_MAIL_COUNTRY'] = $per_data['country']; } if ( isset( $per_data['dob'] ) && $per_data['dob'] ) { $per_body['DATE_OF_BIRTH'] = $per_data['dob']; } if ( isset( $per_data['facebook'] ) && $per_data['facebook'] ) { $per_body['SOCIAL_FACEBOOK'] = $per_data['facebook']; } if ( isset( $per_data['linkedin'] ) && $per_data['linkedin'] ) { $per_body['SOCIAL_LINKEDIN'] = $per_data['linkedin']; } if ( isset( $per_data['twitter'] ) && $per_data['twitter'] ) { $per_body['SOCIAL_TWITTER'] = $per_data['twitter']; } if ( isset( $com_data['background'] ) && $com_data['background'] ) { $com_body['BACKGROUND'] = $com_data['background']; } $per_args = array( "headers" => $headers, "body" => json_encode( $per_body ), ); $per_response = wp_remote_post( $per_url, $per_args ); adfoin_add_to_log( $per_response, $per_url, $per_args, $record ); $per_body = json_decode( wp_remote_retrieve_body( $per_response ) ); if ( $per_response['response']['code'] == 200 ) { $per_id = $per_body->CONTACT_ID; } } if ( $deal_data['name'] ) { $deal_url = $api_keys['url'] . '/v3.0/Opportunities'; $deal_body = array( 'OPPORTUNITY_NAME' => $deal_data['name'], ); if ( $owner ) { $deal_body['OWNER_USER_ID'] = $owner; $deal_body['RESPONSIBLE_USER_ID'] = $owner; } if ( $com_id ) { $deal_body['ORGANISATION_ID'] = $com_id; } if ( $per_id ) { } if ( isset( $deal_data['closedate'] ) && $deal_data['closedate'] ) { $deal_body['FORECAST_CLOSE_DATE'] = $deal_data['closedate']; } if ( isset( $deal_data['description'] ) && $deal_data['description'] ) { $deal_body['OPPORTUNITY_DETAILS'] = $deal_data['description']; } if ( isset( $deal_data['winpercentange'] ) && $deal_data['winpercentange'] ) { $deal_body['PROBABILITY'] = $deal_data['winpercentange']; } if ( isset( $deal_data['value'] ) && $deal_data['value'] ) { $deal_body['OPPORTUNITY_VALUE'] = $deal_data['value']; } // if( isset( $deal_data['pipeline'] ) && $deal_data['pipeline'] ) { // $pipeline_stage = explode( '_', $deal_data['pipeline'] ); // if( count( $pipeline_stage ) == 2 ) { // $deal_body['PIPELINE_ID'] = $pipeline_stage[0]; // $deal_body['STAGE_ID'] = $pipeline_stage[1]; // } // } $deal_args = array( "headers" => $headers, "body" => json_encode( $deal_body ), ); $deal_response = wp_remote_post( $deal_url, $deal_args ); adfoin_add_to_log( $deal_response, $deal_url, $deal_args, $record ); $deal_body = json_decode( wp_remote_retrieve_body( $deal_response ) ); if ( $deal_response['response']['code'] == 200 ) { $deal_id = $deal_body->OPPORTUNITY_ID; } } } return; }