__( 'CRMOne', 'advanced-form-integration' ), 'tasks' => array( 'create_lead' => __( 'Create Lead', 'advanced-form-integration' ), ), ); return $actions; } add_filter( 'adfoin_settings_tabs', 'adfoin_crmone_settings_tab', 10, 1 ); function adfoin_crmone_settings_tab( $providers ) { $providers['crmone'] = __( 'CRMOne', 'advanced-form-integration' ); return $providers; } add_action( 'adfoin_settings_view', 'adfoin_crmone_settings_view', 10, 1 ); function adfoin_crmone_settings_view( $current_tab ) { if ( 'crmone' !== $current_tab ) { return; } $title = __( 'CRMOne', 'advanced-form-integration' ); $key = 'crmone'; $arguments = wp_json_encode( array( 'platform' => $key, 'fields' => array( array( 'key' => 'apiBase', 'label' => __( 'API Base URL', 'advanced-form-integration' ), 'hidden' => false ), array( 'key' => 'apiKey', 'label' => __( 'API Key', 'advanced-form-integration' ), 'hidden' => true ), ), ) ); $instructions = sprintf( '
  1. %1$s
    1. %2$s
    2. %3$s
    3. %4$s
  2. %5$s
    1. %6$s
    2. %7$s

%8$s

%9$s

', esc_html__( 'Create an API key', 'advanced-form-integration' ), esc_html__( 'Log in to CRMOne and navigate to Settings → Integrations → API Keys.', 'advanced-form-integration' ), esc_html__( 'Generate a new key with permissions to create and update leads.', 'advanced-form-integration' ), esc_html__( 'Copy the key and note the base URL for your workspace (for example https://app.crmone.com/api).', 'advanced-form-integration' ), esc_html__( 'Store credentials in AFI', 'advanced-form-integration' ), esc_html__( 'Paste the API base URL and key into the fields above. Include the version segment if required by your account (e.g., /v1).', 'advanced-form-integration' ), esc_html__( 'Save the settings. You can add multiple CRMOne accounts by repeating this process.', 'advanced-form-integration' ), esc_html__( 'AFI sends authenticated POST requests using the API key in the Authorization header (Bearer scheme).', 'advanced-form-integration' ), esc_html__( 'Need advanced objects? Contact support to extend this action or use CRMOne’s custom webhook matrix.', 'advanced-form-integration' ) ); echo adfoin_platform_settings_template( $title, $key, $arguments, $instructions ); // phpcs:ignore WordPress.Security.EscapeOutput.OutputNotEscaped } add_action( 'adfoin_action_fields', 'adfoin_crmone_action_fields' ); function adfoin_crmone_action_fields() { ?> 'firstName', 'value' => __( 'First Name', 'advanced-form-integration' ) ), array( 'key' => 'lastName', 'value' => __( 'Last Name', 'advanced-form-integration' ) ), array( 'key' => 'email', 'value' => __( 'Email', 'advanced-form-integration' ), 'required' => true ), array( 'key' => 'phone', 'value' => __( 'Phone', 'advanced-form-integration' ) ), array( 'key' => 'company', 'value' => __( 'Company', 'advanced-form-integration' ) ), array( 'key' => 'source', 'value' => __( 'Lead Source', 'advanced-form-integration' ) ), array( 'key' => 'notes', 'value' => __( 'Notes', 'advanced-form-integration' ) ), ); wp_send_json_success( $fields ); } add_action( 'adfoin_crmone_job_queue', 'adfoin_crmone_job_queue', 10, 1 ); function adfoin_crmone_job_queue( $data ) { adfoin_crmone_send_data( $data['record'], $data['posted_data'] ); } function adfoin_crmone_send_data( $record, $posted_data ) { $record_data = json_decode( $record['data'], true ); if ( adfoin_check_conditional_logic( $record_data['action_data']['cl'] ?? array(), $posted_data ) ) { return; } $data = isset( $record_data['field_data'] ) ? $record_data['field_data'] : array(); $cred_id = isset( $data['credId'] ) ? $data['credId'] : ''; if ( ! $cred_id ) { return; } $fields = array(); foreach ( $data as $key => $value ) { if ( 'credId' === $key ) { continue; } $parsed = adfoin_get_parsed_values( $value, $posted_data ); if ( '' !== $parsed && null !== $parsed ) { $fields[ $key ] = $parsed; } } if ( empty( $fields['email'] ) ) { return; } adfoin_crmone_request( 'leads', 'POST', $fields, $record, $cred_id ); } if ( ! function_exists( 'adfoin_crmone_request' ) ) : function adfoin_crmone_request( $endpoint, $method = 'GET', $data = array(), $record = array(), $cred_id = '' ) { $credentials = adfoin_get_credentials_by_id( 'crmone', $cred_id ); if ( ! $credentials ) { return new WP_Error( 'missing_credentials', __( 'CRMOne credentials not found.', 'advanced-form-integration' ) ); } $base = isset( $credentials['apiBase'] ) ? untrailingslashit( $credentials['apiBase'] ) : ''; $key = isset( $credentials['apiKey'] ) ? $credentials['apiKey'] : ''; if ( ! $base || ! $key ) { return new WP_Error( 'missing_auth', __( 'CRMOne API base URL or key missing.', 'advanced-form-integration' ) ); } $url = trailingslashit( $base ) . ltrim( $endpoint, '/' ); $args = array( 'timeout' => 30, 'method' => $method, 'headers' => array( 'Content-Type' => 'application/json', 'Accept' => 'application/json', 'Authorization' => 'Bearer ' . $key, ), ); if ( in_array( strtoupper( $method ), array( 'POST', 'PUT', 'PATCH' ), true ) ) { $args['body'] = wp_json_encode( $data ); } $response = wp_remote_request( $url, $args ); if ( $record ) { adfoin_add_to_log( $response, $url, $args, $record ); } return $response; } endif; function adfoin_crmone_credentials_list() { foreach ( adfoin_read_credentials( 'crmone' ) as $option ) { printf( '', esc_attr( $option['id'] ), esc_html( $option['title'] ) ); } }