שליחה ועדכון ליד באמצעות WebHook

שליחה ועדכון ליד באמצעות WebHook‏

User manual

FIXDIGITAL

API – Get Leads

 Software development ltd

 

Revision History       

Description

Name

Date

Initial Creation

Alexander Korshunov 14.11.2018

1.0

Update operation added Gennaiy Bahtiguzin

11.02.2019

1.1

 

 

 

Table of Contents

 

Module brief……………………………………………………………………………………………….. 3

Process: Get Leads using Web hook method…………………………………………………. 3

Stage 1……………………………………………………………………………………………………… 3

Stage 2……………………………………………………………………………………………………… 3

Stage 3……………………………………………………………………………………………………… 4

Result ………………………………………………………………………………………………………..4

Process: Update lead status or amount using Web hook method……………………… 3

Stage 1……………………………………………………………………………………………………… 3

Stage 2……………………………………………………………………………………………………… 3

Stage 3……………………………………………………………………………………………………… 4

 

 

Purpose

The purpose of this document is to explain how to use new modu

Module brief

This module is used for get leads from Fixdigital system

Process: Get Leads using Web hook method

Used for: get leads from Fixdigital by filter (campaign, asset or client) ordered by ID descending

Stage 1

Login into your Fixdigital account

Link: https://www.fixdigital.co.il/login

 

 

 

 

 

 

 

 

 

 

 

 

 

Stage 2

Go to profile Zapier Token page and copy token

Link: https://www.fixdigital.co.il/Profile/ApiToken

 

 

 

 

 

 

 

 

 

 

 

 

 

Stage 3

:To get Leads send GET Request on next URL

{https://www.fixdigital.co.il/api/crm/WebHook/GetLeads?api_key={api_key}&projectID={projectID}&projectTypeID={projectTypeID}&clientID={clientID}&channelID={channelID}&offset={offset}&limit={limit 

 

Please replace {api_key} with token from Stage 2 *

(Use {offset} and {limit} for paging – replace {offset} with number of records you want to skip and {limit} with count of records you want to get (0 – will return all records, default value is 100 *

Set up filter. Available one of 3 filters *

 

By Campaign ID – replace {channelID} with Fixdigital Campaign ID –

By Digital Asset – replace {projectID} with Digital Asset ID and {projectTypeID} with one of the next values: 1 – WordPress site; 2 – WordPress landing page; 3 – Custom landing page; 4 – Outer site; 5 – Outer landing page –

By Client ID – replace {clientID} with Fixdigital Client ID –

 

Note: filters priority Campaign ID > Digital Asset > Client ID

If you do not want to use one of the filters, then just remove it or set 0 as value

Swagger file – https://www.fixdigital.co.il/crm/swagger/leads.swagger.json

Swagger UI – https://www.dev.fixdigital.co.il/crm/swagger/html/index.html

.Process: Update lead status or amount using Web hook method

(Used for: update lead in Fixdigital (status and amount

Stage 1

Login into your Fixdigital account

Link: https://www.fixdigital.co.il/login

 

 

 

 

 

 

 

 

 

 

 

 

 

Stage 2

.Go to profile Zapier Token page and copy token

Link: https://www.fixdigital.co.il/Profile/ApiToken

 

 

 

 

 

 

 

 

 

 

 

 

 

Stage 3

:To update lead send GET Request on next URL

{https://www.fixdigital.co.il/api/crm/WebHook/UpdateLeadStatusOrAmount?api_key={api_key}&leadID={ leadID}&status={leadstatus}&amount={amount

 

Please replace {api_key} with token from Stage 2 *

Lead id – fixdigital lead id *

Status – optional , new lead status, available values InProcess = 4, Good = 6, Meeting = 7, SentEstimate = 8, Closed = 9, NotClosed = 10, NotGood = 11 *

Amount – lead deal amount *

Swagger file – https://www.fixdigital.co.il/crm/swagger/leads.swagger.json

Swagger UI – https://www.dev.fixdigital.co.il/crm/swagger/html/index.html

 

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