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', esc_html__( 'Create an API token', 'advanced-form-integration' ), esc_html__( 'Log in to Pipeline CRM and open Account Settings → API to generate a personal API token.', 'advanced-form-integration' ), esc_html__( 'Note the email address associated with the token. Both the email and token are required on each request.', 'advanced-form-integration' ), esc_html__( 'Connect to AFI', 'advanced-form-integration' ), esc_html__( 'Enter the user email and API token in the fields above, then click “Save & Authenticate”.', 'advanced-form-integration' ), esc_html__( 'Repeat the process to store multiple Pipeline CRM accounts if needed.', 'advanced-form-integration' ), esc_html__( 'When mapping actions, choose the desired credentials from the dropdown.', 'advanced-form-integration' ), esc_html__( 'AFI sends requests to https://api.pipelinecrm.com/api/v3 guarded by X-API-Token and X-User-Email headers.', 'advanced-form-integration' ), esc_html__( 'Upgrade to Pipeline CRM [PRO] to manage deals, assign owners, push tags, and sync custom fields.', 'advanced-form-integration' ) ); echo adfoin_platform_settings_template( $title, $key, $arguments, $instructions ); // phpcs:ignore WordPress.Security.EscapeOutput.OutputNotEscaped } add_action( 'adfoin_action_fields', 'adfoin_pipelinecrm_action_fields' ); function adfoin_pipelinecrm_action_fields() { ?> 'first_name', 'value' => __( 'First Name', 'advanced-form-integration' ) ), array( 'key' => 'last_name', 'value' => __( 'Last Name', 'advanced-form-integration' ) ), array( 'key' => 'email', 'value' => __( 'Email', 'advanced-form-integration' ), 'required' => false ), array( 'key' => 'mobile_phone', 'value' => __( 'Mobile Phone', 'advanced-form-integration' ) ), array( 'key' => 'work_phone', 'value' => __( 'Work Phone', 'advanced-form-integration' ) ), array( 'key' => 'title', 'value' => __( 'Job Title', 'advanced-form-integration' ) ), array( 'key' => 'company', 'value' => __( 'Company', 'advanced-form-integration' ) ), array( 'key' => 'website', 'value' => __( 'Website', 'advanced-form-integration' ) ), array( 'key' => 'address', 'value' => __( 'Street Address', 'advanced-form-integration' ) ), array( 'key' => 'city', 'value' => __( 'City', 'advanced-form-integration' ) ), array( 'key' => 'state', 'value' => __( 'State / Region', 'advanced-form-integration' ) ), array( 'key' => 'postal_code', 'value' => __( 'Postal Code', 'advanced-form-integration' ) ), array( 'key' => 'country', 'value' => __( 'Country', 'advanced-form-integration' ) ), array( 'key' => 'source', 'value' => __( 'Lead Source', 'advanced-form-integration' ) ), ); wp_send_json_success( $fields ); } add_action( 'adfoin_pipelinecrm_job_queue', 'adfoin_pipelinecrm_job_queue', 10, 1 ); function adfoin_pipelinecrm_job_queue( $data ) { adfoin_pipelinecrm_send_person( $data['record'], $data['posted_data'] ); } function adfoin_pipelinecrm_send_person( $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['first_name'] ) && empty( $fields['last_name'] ) && empty( $fields['email'] ) ) { return; } $payload = adfoin_pipelinecrm_prepare_person_payload( $fields ); adfoin_pipelinecrm_request( 'persons', 'POST', $payload, $record, $cred_id ); } if ( ! function_exists( 'adfoin_pipelinecrm_request' ) ) : function adfoin_pipelinecrm_request( $endpoint, $method = 'GET', $data = array(), $record = array(), $cred_id = '' ) { $credentials = adfoin_get_credentials_by_id( 'pipelinecrm', $cred_id ); if ( ! $credentials ) { return new WP_Error( 'missing_credentials', __( 'Pipeline CRM credentials not found.', 'advanced-form-integration' ) ); } $user_email = isset( $credentials['userEmail'] ) ? $credentials['userEmail'] : ''; $api_token = isset( $credentials['apiToken'] ) ? $credentials['apiToken'] : ''; if ( ! $user_email || ! $api_token ) { return new WP_Error( 'missing_auth', __( 'Pipeline CRM email or API token missing.', 'advanced-form-integration' ) ); } $url = 'https://api.pipelinecrm.com/api/v3/' . ltrim( $endpoint, '/' ); $args = array( 'timeout' => 30, 'method' => $method, 'headers' => array( 'Content-Type' => 'application/json', 'Accept' => 'application/json', 'X-API-Token' => $api_token, 'X-User-Email' => $user_email, ), ); 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; if ( ! function_exists( 'adfoin_pipelinecrm_prepare_person_payload' ) ) : function adfoin_pipelinecrm_prepare_person_payload( $fields ) { $person = array(); $map = array( 'first_name' => 'first_name', 'last_name' => 'last_name', 'email' => 'email', 'mobile_phone' => 'mobile_phone', 'work_phone' => 'work_phone', 'title' => 'title', 'company' => 'company_name', 'website' => 'website', 'address' => 'address', 'city' => 'city', 'state' => 'state', 'postal_code' => 'postal_code', 'country' => 'country', 'source' => 'source', ); foreach ( $map as $field_key => $api_key ) { if ( isset( $fields[ $field_key ] ) && '' !== $fields[ $field_key ] ) { $person[ $api_key ] = $fields[ $field_key ]; } } if ( isset( $fields['owner_id'] ) && '' !== $fields['owner_id'] ) { $person['owner_id'] = (int) $fields['owner_id']; } if ( isset( $fields['status'] ) && '' !== $fields['status'] ) { $person['status'] = $fields['status']; } if ( isset( $fields['tags'] ) ) { $tags = adfoin_pipelinecrm_normalize_tags( $fields['tags'] ); if ( ! empty( $tags ) ) { $person['tags'] = $tags; } } if ( isset( $fields['customFieldsJson'] ) ) { $custom_fields = adfoin_pipelinecrm_parse_json_field( $fields['customFieldsJson'] ); if ( ! empty( $custom_fields ) ) { $person['custom_fields'] = $custom_fields; } } return array( 'person' => $person, ); } endif; if ( ! function_exists( 'adfoin_pipelinecrm_parse_json_field' ) ) : function adfoin_pipelinecrm_parse_json_field( $value ) { if ( is_array( $value ) ) { return $value; } if ( ! is_string( $value ) || '' === trim( $value ) ) { return array(); } $decoded = json_decode( $value, true ); if ( json_last_error() !== JSON_ERROR_NONE || ! is_array( $decoded ) ) { return array(); } return $decoded; } endif; if ( ! function_exists( 'adfoin_pipelinecrm_normalize_tags' ) ) : function adfoin_pipelinecrm_normalize_tags( $value ) { if ( is_array( $value ) ) { $tags = array_map( 'trim', $value ); } else { $tags = array_map( 'trim', explode( ',', (string) $value ) ); } $tags = array_filter( $tags ); return array_values( array_unique( $tags ) ); } endif; function adfoin_pipelinecrm_credentials_list() { foreach ( adfoin_read_credentials( 'pipelinecrm' ) as $option ) { printf( '', esc_attr( $option['id'] ), esc_html( $option['title'] ) ); } }