*Introduction* Close.io is a sales platform combining customer management with built-in calling and email synchronization. Make and receive calls while taking notes tied to each address book contact.
*API (REST)* http://developer.close.io/ *Close.io Connector Summary* • Connector Name: close.io-connector-1.0.0 • Version: 1.0.0 • Technology: REST *Authentication* The API uses Http Basic Authentication. Following methods are selected for the v1.0: *Leads : Leads are the most important object in Close.io. They represent a company or organization and can contain contacts, tasks, opportunities, and activities * *listLeads *- List or search for leads. **This is required to obtain the lead id to be used for the other operations* *createLead*- Create a new lead. Contacts, addresses, and custom fields can all be nested in the lead. Currently, activities, tasks, and opportunities must be posted separately. ** This is required to create new business leads, hence considering for initial version* *updateLead*- Update an existing lead. Supports non-destructive patches. ** This is a useful functionality as leads related information can be changed regularly.* *deleteLead*- Delete an exsisting lead. ** This may help to remove incorrect leads as they may no longer use.* *Contacts : Contacts represent individual people within a company/organization that you're selling to * *listContacts*- ** This is required to get the conatct id.* *createContact *** May use frequently to create new contacts.* *Activities : Activities belong to Leads and can represent any type of activity that was performed on a Lead or its Contacts (e.g. Calls, Emails, Notes, etc.) * *listActivities*- List or filter all activity types. **This is required to get the activity id * *createNoteActivity*- Creates a Note activity. ** May use frequently. * *createEmailActivity*- Creates an Email activity. ** May use frequently.* *createCallActivity*- Log a Call activity manually (for calls made outside of the Close.io VoIP system). ** May use frequently * *Opportunities : Opportunities represent a potential deal with a given company/lead* *listOpportunities*- List or filter opportunities.** This is required to get the opportunity id * *createOpportunity*- Create an opportunity. ** May use frequently * *updateOpportunity*- Update an opportunity. ** May use frequently * *Tasks : Tasks are todo items assigned to a sales rep that need to be done to a given Lead, with an optional due date/time. Examples include calls that are scheduled for a future date * *listTasks*- Lists or filter tasks. ** This is required to get the task id* *createTask*-Creates a task. ** May use frequently * *updateTask*-Updates a task. ** May use frequently * *deleteTask*-Deletes a task. ** May use frequently * *Lead Statuses : Lead statuses are a customizable list of stages a Lead can be in * *listLeadStatuses ***This required to get the status that can be associated with a lead for create/update operations* *Opportunity Statuses : Opportunity statuses are a customizable list of stages an Opportunity can be in* *listOpportunityStatus* - **This required to get the status that can be associated with a opportunities for create/update operations* *Email Templates : Email Templates are predefined emails that can be used over and over again when sending email * *listEmailTemplates *- **Email template ID's are required to create Email Activities* *Bulk Actions : Bulk actions are used to perform an "action" (send an email, update a lead status, etc.) on a number of leads all at once based on a Lead search query * *createBulkEmail*-Initiate a new bulk email for the given query. contact_preference can be set to lead (only email the primary/first contact email of the lead) or contact (email the first contact email of each contact of the lead). ** Useful functionality which helps to create bulk emails. * *updateBulkLeads*-Bulk edit all leads returned by a given search query. ** Useful functionality which helps update leads in bulk.* Following methods are not selected for the v1.0 as they are less frequently used: mergeLeads updateContact deleteContact updateNoteActivity deleteEmailActivity deleteCallActivity deleteNoteActivity deleteLeadChanged deleteOpportunityChanged listCurrentUser getUser getOrganization getEmailtemplate listSmartViews getSmartView getActivityReport getEmailSentGroups listLeadStatusChanged listOpportunityStatusChanged listLeadActivityOpportunity updateEmailActivity deleteOpportunity listBulkEmails updatePausedBulkEmail deleteBulkLeads listNotifications getNotification updateNotification getExport listExports Following methods are not considered due to following reasons: 1. Set up and configuration activities deleteLeadStatus deleteOpportunityStatus exportLeads exportOpportunities UpdateOrganization createLeadStatus updateLeadStatus createOpportunityStatus updateOpportunityStatus createEmailTemplate updateEmailTemplate deleteEmailTemplate createSmartView updateSmartView deleteSmartView 2. Following getters are dropped as they can be replaced by respective list operations getLead getContact getOpportunity getTask 3. listActivities can be used instead of the below operations: listEmailActivities listEmailThreads listCallActivities listLeadChanges listOpportunityChanges Thanks & Regards Rasika -- View this message in context: http://wso2-oxygen-tank.10903.n7.nabble.com/Connector-CloseIO-tp98741.html Sent from the WSO2 Architecture mailing list archive at Nabble.com. _______________________________________________ Architecture mailing list [email protected] https://mail.wso2.org/cgi-bin/mailman/listinfo/architecture
