__( 'Pipedrive', 'advanced-form-integration' ),
'tasks' => array(
'add_ocdna' => __( 'Create New Contact, Organization, Deal, Note, Activity', 'advanced-form-integration' )
)
);
return $actions;
}
add_filter( 'adfoin_settings_tabs', 'adfoin_pipedrive_settings_tab', 10, 1 );
function adfoin_pipedrive_settings_tab( $providers ) {
$providers['pipedrive'] = __( 'Pipedrive', 'advanced-form-integration' );
return $providers;
}
add_action( 'adfoin_settings_view', 'adfoin_pipedrive_settings_view', 10, 1 );
function adfoin_pipedrive_settings_view( $current_tab ) {
if( $current_tab != 'pipedrive' ) {
return;
}
$title = __( 'Pipedrive', 'advanced-form-integration' );
$key = 'pipedrive';
$arguments = json_encode([
'platform' => $key,
'fields' => [
[
'key' => 'accessToken',
'label' => __( 'API Token', 'advanced-form-integration' ),
'hidden' => true
]
]
]);
$instructions = sprintf(
'- %s
',
__('Go to Profile > Personal preferences > API to get API Token', 'advanced-form-integration')
);
echo adfoin_platform_settings_template( $title, $key, $arguments, $instructions );
}
function adfoin_pipedrive_credentials_list() {
$html = '';
$credentials = adfoin_read_credentials( 'pipedrive' );
foreach( $credentials as $option ) {
$html .= '';
}
echo $html;
}
add_action( 'adfoin_action_fields', 'adfoin_pipedrive_action_fields', 10, 1 );
function adfoin_pipedrive_action_fields() {
?>
' . $option['title'] . '';
}
echo $html;
}
function adfoin_pipedrive_get_credentials( $cred_id ) {
$credentials = array();
$all_credentials = adfoin_read_credentials( 'pipedrive' );
if( is_array( $all_credentials ) ) {
$credentials = $all_credentials[0];
foreach( $all_credentials as $single ) {
if( $cred_id && $cred_id == $single['id'] ) {
$credentials = $single;
}
}
}
return $credentials;
}
add_filter( 'adfoin_get_credentials', 'adfoin_pipedrive_modify_credentials', 10, 2 );
function adfoin_pipedrive_modify_credentials( $credentials, $platform ) {
if ( 'pipedrive' == $platform && empty( $credentials ) ) {
$private_key = get_option( 'adfoin_pipedrive_api_token' ) ? get_option( 'adfoin_pipedrive_api_token' ) : '';
if( $private_key ) {
$credentials[] = array(
'id' => '123456',
'title' => __( 'Untitled', 'advanced-form-integration' ),
'accessToken' => $private_key
);
}
}
return $credentials;
}
add_action( 'wp_ajax_adfoin_get_pipedrive_credentials', 'adfoin_get_pipedrive_credentials', 10, 0 );
function adfoin_get_pipedrive_credentials() {
// Security Check
if (! wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) {
die( __( 'Security check Failed', 'advanced-form-integration' ) );
}
$all_credentials = adfoin_read_credentials( 'pipedrive' );
$formatted = array();
// loop through all and hide part of access token
foreach( $all_credentials as $single ) {
$single['accessToken'] = substr( $single['accessToken'], 0, 6 ) . '**********';
array_push( $formatted, $single );
}
wp_send_json_success( $formatted );
}
add_action( 'wp_ajax_adfoin_save_pipedrive_credentials', 'adfoin_save_pipedrive_credentials', 10, 0 );
/*
* Get pipedrive subscriber lists
*/
function adfoin_save_pipedrive_credentials() {
// Security Check
if (! wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) {
die( __( 'Security check Failed', 'advanced-form-integration' ) );
}
$platform = sanitize_text_field( $_POST['platform'] );
if( 'pipedrive' == $platform ) {
$data = $_POST['data'];
adfoin_save_credentials( $platform, $data );
}
wp_send_json_success();
}
add_action( 'wp_ajax_adfoin_get_pipedrive_fields', 'adfoin_get_pipedrive_fields', 10, 0 );
/*
* Get Pipedrive Owner list
*/
function adfoin_get_pipedrive_fields() {
// Security Check
if (! wp_verify_nonce( $_POST['_nonce'], 'advanced-form-integration' ) ) {
die( __( 'Security check Failed', 'advanced-form-integration' ) );
}
$cred_id = sanitize_text_field( $_POST['credId'] );
$fields = array();
$users = adfoin_get_pipedrive_users( $cred_id );
array_push( $fields, array( 'key' => 'owner', 'value' => 'Owner', 'description' => implode(', ', $users ) ) );
// Get Organization Fields
$org_fields = adfoin_get_pipedrive_org_fields( $cred_id );
$fields = array_merge( $fields, $org_fields );
// Get Person Fields
$person_fields = adfoin_get_pipedrive_person_fields( $cred_id );
$fields = array_merge( $fields, $person_fields );
// Get Deal Fields
$deal_fields = adfoin_get_pipedrive_deal_fields( $cred_id );
$fields = array_merge( $fields, $deal_fields );
array_push( $fields, array( 'key' => 'note_content', 'value' => 'Content [Note]', 'description' => '' ) );
array_push( $fields, array( 'key' => 'act_subject', 'value' => 'Subject [Activity]', 'description' => 'Required for creating an activity' ) );
array_push( $fields, array( 'key' => 'act_type', 'value' => 'Type [Activity]', 'description' => 'Example: call, meeting, task, deadline, email, lunch' ) );
array_push( $fields, array( 'key' => 'act_due_date', 'value' => 'Due Date [Activity]', 'description' => 'Format: YYYY-MM-DD' ) );
array_push( $fields, array( 'key' => 'act_after_days', 'value' => 'Due Date After X days [Activity]', 'description' => 'Accepts numeric value. If filled, due date will be calculated and set' ) );
array_push( $fields, array( 'key' => 'act_due_time', 'value' => 'Due Time [Activity]', 'description' => 'Format: HH:MM' ) );
array_push( $fields, array( 'key' => 'act_duration', 'value' => 'Duration [Activity]', 'description' => 'Format: HH:MM' ) );
array_push( $fields, array( 'key' => 'act_note', 'value' => 'Note [Activity]', 'description' => '' ) );
wp_send_json_success( $fields );
}
function adfoin_get_pipedrive_users( $cred_id ) {
$user_data = adfoin_pipedrive_request( 'users?limit=500', 'GET', array(), array(), $cred_id );
if ( is_wp_error( $user_data ) ) {
return array();
}
$user_body = json_decode( wp_remote_retrieve_body( $user_data ), true );
$users = array();
foreach( $user_body['data'] as $single ) {
$users[] = $single['name'] . ': ' . $single['id'];
}
return $users;
}
/*
* Get Pipedrive Organization Fields
*/
function adfoin_get_pipedrive_org_fields( $cred_id) {
$org_fields = array(
array( 'key' => 'org_name', 'value' => 'Name [Organziation]', 'description' => '' ),
array( 'key' => 'org_address', 'value' => 'Address [Organziation]', 'description' => '' ),
);
$data = adfoin_pipedrive_request( 'organizationFields?limit=500', 'GET', array(), array(), $cred_id );
if( is_wp_error( $data ) ) {
wp_send_json_error();
}
$body = json_decode( $data['body'] );
foreach( $body->data as $single ) {
if( strlen( $single->key ) == 40 || $single->key == 'label' ) {
$description = '';
if( $single->field_type == 'enum' || $single->field_type == 'set' ) {
foreach( $single->options as $value ) {
$description .= $value->label . ': ' . $value->id . ' ';
}
}
array_push( $org_fields, array( 'key' => 'org_' . $single->key, 'value' => $single->name . ' [Organziation]', 'description' => $description ) );
}
}
return $org_fields;
}
/*
* Get Pipedrive Peson Fields
*/
function adfoin_get_pipedrive_person_fields( $cred_id ) {
$person_fields = array();
$cred_id = sanitize_text_field( $_POST['credId'] );
$data = adfoin_pipedrive_request( 'personFields?limit=500', 'GET', array(), array(), $cred_id );
if( is_wp_error( $data ) ) {
wp_send_json_success( $person_fields );
}
$body = json_decode( wp_remote_retrieve_body( $data ) );
foreach( $body->data as $single ) {
$description = '';
if( isset( $single->bulk_edit_allowed ) && true == $single->bulk_edit_allowed ) {
if( 'name' == $single->key ) {
$description = __( 'Required for creating a person', 'advanced-form-integration' );
}
if( 'visible_to' == $single->key ) {
$description = __( 'Owner & followers (private): 1 Entire company (shared): 3', 'advanced-form-integration' );
}
if( 'first_name' == $single->key || 'last_name' == $single->key || 'org_id' == $single->key || 'owner_id' == $single->key ) {
continue;
}
if( $single->field_type == 'enum' || $single->field_type == 'set' ) {
foreach( $single->options as $value ) {
$description .= $value->label . ': ' . $value->id . ' ';
}
}
array_push( $person_fields, array( 'key' => 'per_' . $single->key, 'value' => $single->name . ' [Person]', 'description' => $description ) );
}
}
return $person_fields;
}
/*
* Get Pipedrive Deal Fields
*/
function adfoin_get_pipedrive_deal_fields( $cred_id) {
$stages = '';
$cred_id = sanitize_text_field( $_POST['credId'] );
$stage_data = adfoin_pipedrive_request( 'stages?limit=500', 'GET', array(), array(), $cred_id );
$stage_body = json_decode( $stage_data['body'] );
foreach( $stage_body->data as $single ) {
$stages .= $single->pipeline_name . '/' . $single->name . ': ' . $single->id . ' ';
}
$deal_fields = array(
array( 'key' => 'deal_title', 'value' => 'Title [Deal]', 'description' => __( 'Required for creating a deal.', 'advanced-form-integration' ) ),
array( 'key' => 'deal_value', 'value' => 'Value [Deal]', 'description' => 'Numeric value of the deal. If omitted, it will be set to 0.' ),
array( 'key' => 'deal_currency', 'value' => 'Currency [Deal]', 'description' => 'Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user.' ),
array( 'key' => 'deal_probability', 'value' => 'Probability [Deal]', 'description' => '' ),
array( 'key' => 'deal_stage_id', 'value' => 'Stage ID [Deal]', 'description' => $stages ),
array( 'key' => 'deal_status', 'value' => 'Status [Deal]', 'description' => 'Example: open, lost, won, deleted' ),
array( 'key' => 'deal_lost_reason', 'value' => 'Lost Reason [Deal]', 'description' => '' ),
array( 'key' => 'deal_expected_close_date', 'value' => 'Expected Close Date [Deal]', 'description' => 'YYYY-MM-DD' )
);
$data = adfoin_pipedrive_request( 'dealFields?limit=500', 'GET', array(), array(), $cred_id );
if( is_wp_error( $data ) ) {
wp_send_json_error();
}
$body = json_decode( $data['body'] );
foreach( $body->data as $single ) {
if( strlen( $single->key ) == 40 || $single->key == 'label' ) {
$description = '';
if( $single->field_type == 'enum' || $single->field_type == 'set' ) {
foreach( $single->options as $value ) {
$description .= $value->label . ': ' . $value->id . ' ';
}
}
array_push( $deal_fields, array( 'key' => 'deal_' . $single->key, 'value' => $single->name . ' [Deal]', 'description' => $description ) );
}
}
return $deal_fields;
}
add_action( 'adfoin_pipedrive_job_queue', 'adfoin_pipedrive_job_queue', 10, 1 );
function adfoin_pipedrive_job_queue( $data ) {
adfoin_pipedrive_send_data( $data['record'], $data['posted_data'] );
}
/*
* Handles sending data to Pipedrive API
*/
function adfoin_pipedrive_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'];
$task = $record['task'];
$owner = isset( $data['owner'] ) ? adfoin_get_parsed_values( $data['owner'], $posted_data ) : '';
$duplicate = isset( $data['duplicate'] ) ? $data['duplicate'] : '';
$duplicate_org = isset( $data['duplicateOrg'] ) ? $data['duplicateOrg'] : '';
$cred_id = isset( $data['credId'] ) ? $data['credId'] : '';
$org_id = '';
$person_id = '';
$deal_id = '';
if( $task == 'add_ocdna' ) {
$holder = array();
$org_data = array();
$person_data = array();
$deal_data = array();
$note_data = array();
$act_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 ) == 'org_' && $value ) {
$key = substr( $key, 4 );
$org_data[$key] = $value;
}
if( substr( $key, 0, 4 ) == 'per_' && $value ) {
$key = substr( $key, 4 );
$person_data[$key] = $value;
}
if( substr( $key, 0, 5 ) == 'deal_' && $value ) {
$key = substr( $key, 5 );
$deal_data[$key] = $value;
}
if( substr( $key, 0, 5 ) == 'note_' && $value ) {
$key = substr( $key, 5 );
$note_data[$key] = $value;
}
if( substr( $key, 0, 4 ) == 'act_' && $value ) {
$key = substr( $key, 4 );
$act_data[$key] = $value;
}
}
if( isset( $org_data['name'] ) && $org_data['name'] ) {
$org_data['owner_id'] = $owner;
$org_data = array_filter( array_map( 'trim', $org_data ) );
$org_id = adfoin_pipedrive_organization_exists( $org_data['name'], $cred_id );
if( $org_id && 'true' != $duplicate_org ) {
$org_response = adfoin_pipedrive_request( 'organizations/' . $org_id, 'PUT', $org_data, $record, $cred_id );
} else{
$org_response = adfoin_pipedrive_request( 'organizations', 'POST', $org_data, $record, $cred_id );
$org_body = json_decode( wp_remote_retrieve_body( $org_response ) );
if( $org_body->success == true ) {
$org_id = $org_body->data->id;
}
}
}
if( isset( $person_data['name'] ) && $person_data['name'] ) {
$person_data['owner_id'] = $owner;
if( $org_id ) {
$person_data['org_id'] = $org_id;
}
$person_data = array_filter( array_map( 'trim', $person_data ) );
if( isset( $person_data['email'] ) ) {
$person_id = adfoin_pipedrive_person_exists( $person_data['email'], $cred_id );
}
if( $person_id && 'true' != $duplicate ) {
$person_response = adfoin_pipedrive_request( 'persons/' . $person_id, 'PUT', $person_data, $record, $cred_id );
} else{
$person_response = adfoin_pipedrive_request( 'persons', 'POST', $person_data, $record, $cred_id );
$person_body = json_decode( wp_remote_retrieve_body( $person_response ) );
if( $person_body->success == true ) {
$person_id = $person_body->data->id;
}
}
}
if( isset( $deal_data['title'] ) && $deal_data['title'] ) {
$deal_data['user_id'] = $owner;
if( $org_id ) {
$deal_data['org_id'] = $org_id;
}
if( $person_id ) {
$deal_data['person_id'] = $person_id;
}
$deal_data = array_filter( array_map( 'trim', $deal_data ) );
$deal_response = adfoin_pipedrive_request( 'deals', 'POST', $deal_data, $record, $cred_id );
$deal_body = json_decode( wp_remote_retrieve_body( $deal_response ) );
if( $deal_body->success == true ) {
$deal_id = $deal_body->data->id;
}
}
if( isset( $note_data['content'] ) && $note_data['content'] ) {
$note_data['user_id'] = $owner;
if( $org_id ) {
$note_data['org_id'] = $org_id;
}
if( $person_id ) {
$note_data['person_id'] = $person_id;
}
if( $deal_id ) {
$note_data['deal_id'] = $deal_id;
}
$note_data = array_filter( array_map( 'trim', $note_data ) );
$note_response = adfoin_pipedrive_request( 'notes', 'POST', $note_data, $record, $cred_id );
$note_body = json_decode( wp_remote_retrieve_body( $note_response ) );
}
if( isset( $act_data['subject'] ) && $act_data['subject'] ) {
$act_data['user_id'] = $owner;
if( $org_id ) {
$act_data['org_id'] = $org_id;
}
if( $person_id ) {
$act_data['person_id'] = $person_id;
}
if( $deal_id ) {
$act_data['deal_id'] = $deal_id;
}
if( isset( $act_data['after_days'] ) && $act_data['after_days'] ) {
$after_days = (int) $act_data['after_days'];
if( $after_days ) {
$timezone = wp_timezone();
$date = date_create( '+' . $after_days . ' days', $timezone );
$formatted_date = date_format( $date, 'Y-m-d' );
$act_data['due_date'] = $formatted_date;
unset( $act_data['after_days'] );
}
}
$act_data = array_filter( array_map( 'trim', $act_data ) );
$act_response = adfoin_pipedrive_request( 'activities', 'POST', $act_data, $record, $cred_id );
// $act_body = json_decode( wp_remote_retrieve_body( $act_response ) );
}
}
return;
}
function adfoin_pipedrive_request( $endpoint, $method = 'GET', $data = array(), $record = array(), $cred_id = '' ) {
$credentials = adfoin_pipedrive_get_credentials( $cred_id );
$api_token = isset( $credentials['accessToken'] ) ? $credentials['accessToken'] : '';
$args = array(
'timeout' => 30,
'method' => $method,
'headers' => array(
'Accept' => 'application/json',
'Content-Type' => 'application/json'
)
);
$base_url = 'https://api.pipedrive.com/v1/';
$url = $base_url . $endpoint;
$url = add_query_arg( 'api_token', $api_token, $url );
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;
}
function adfoin_pipedrive_person_exists( $email, $cred_id ) {
$endpoint = 'persons/search';
$query_args = array(
'fields' => 'email',
'exact_match' => true,
'term' => $email
);
$person_id = adfoin_pipedrive_item_exists( $endpoint, $query_args, $cred_id );
return $person_id;
}
function adfoin_pipedrive_organization_exists( $name, $cred_id ) {
$endpoint = 'organizations/search';
$query_args = array(
'fields' => 'name',
'exact_match' => true,
'term' => $name
);
$org_id = adfoin_pipedrive_item_exists( $endpoint, $query_args, $cred_id );
return $org_id;
}
function adfoin_pipedrive_item_exists( $endpoint, $query_args, $cred_id ) {
$endpoint = add_query_arg( $query_args, $endpoint );
$response = adfoin_pipedrive_request( $endpoint, 'GET', array(), array(), $cred_id );
$response_code = wp_remote_retrieve_response_code( $response );
$item_id = '';
if( 200 == $response_code ) {
$response_body = json_decode( wp_remote_retrieve_body( $response ), true );
if( isset( $response_body['data']['items'] ) && is_array( $response_body['data']['items'] ) ) {
if( count( $response_body['data']['items'] ) > 0 ) {
$item_id = $response_body['data']['items'][0]['item']['id'];
}
}
}
if( $item_id ) {
return $item_id;
} else{
return false;
}
}