Callrail
Welcome to your new gem! In this directory, you'll find the files you need to be able to package up your Ruby library into a gem. Put your Ruby code in the file lib/callrail. To experiment with that code, run bin/console for an interactive prompt.
TODO: Delete this and the text above, and describe your gem
Installation
Add this line to your application's Gemfile:
gem 'callrail'
And then execute:
$ bundle
Or install it yourself as:
$ gem install callrail
Usage
Time options
Callrail defaults to last_30_days if a date range isn't specified. opts[:date_range] - Values: recent, today, yesterday, last_7_days, last_30_days, this_month, last_month, all_time opts[:start_date] - ex: “2015-09-05” for all calls after and including September 9, 2015 - “2015-09-05T10:00” for all calls after 10 AM September 5, 2015 opts[:end_date] - ex: “2015-10-05” for all calls before and including October 9, 2
- *Examples of what is currently enabled
Setting Connection
opts = {}
opts[:key] = "<Your Callrail API Key>"
opts[:account_id] = <your_account_id>
- * Account ID is optional for the initial connection. You can set the account id later if you need to retrieve it first.
testcon = Callrail::Api.new(:key => opts[:key])
Get Accounts
testcon.get_accounts
Set Specific Account
opts[:account_id] = <your_account_id>
testcon.set_account_id(:account_id => opts[:account_id])
** Account ID must be set for everything but Get Accounts
Get Companies
testcon.get_companies()
Get a specific Company
opts[:company_id] = <company_id>
testcon.get_companies(:company_id => opts[:company_id])
Create a Company
opts = {}
opts[:name] = "XXX - Test Company 1"
opts[:time_zone] = "America/Los_Angeles" #
testcon.create_company(:name => opts[:name])
Update a Company
opts = {}
opts[:name] = "XXX - Test Company 2"
opts[:company_id] = <company_id>
# opts[:time_zone] = "America/Phoenix"
# opts[:callscore_enabled] = false
# opts[:keyword_spotting_enabled] = false
# opts[:callscribe_enabled] = false
# opts[:swap_exclude_jquery] = true
# opts[:swap_ppc_override] = false
# opts[:swap_landing_override] = nil
# opts[:swap_cookie_duration] = 90
testcon.update_company(:company_id => opts[:company_id], :time_zone => opts[:time_zone] )
Disable a Company
opts = {}
opts[:company_id] = <company_id>
testcon.disable_company(opts)
Get Users
testcon.get_users
Get Users For a specific company
user_opts = {:company_id => <company_id>}
puts testcon.get_users(user_opts)
Get Specific User
opts[:user_id] = <user_id>
testcon.get_users(:user_id => opts[:user_id] )
Create User
user_opts ={}
user_opts[:first_name] = "User"
user_opts[:last_name] = "Test"
user_opts[:email] = "[email protected]"
user_opts[:role] = "reporting"
user_opts[:password] = '<password>'
user_opts[:companies] = [<company_id>, <company_id2>, <company_id3>]
testcon.create_user(user_opts)
Update a user
user_opts[:user_id] = <user_id>
user_opts[:last_name] = "Test2"
testcon.update_user(user_opts)
Get Trackers
= {}
testcon.get_trackers()
Get Trackers for a Company
tracker_options[:company_id] = <company_id>
testcon.get_trackers(tracker_options)
Get a specific tracker
tracker_options = {}
tracker_options[:tracker_id] = <tracker_id>
testcon.get_trackers(tracker_options)
Tracker Filtering
= {}
[:filtering] = [{:field => "type", :value => "source"},{:field => "status", :value => "active"}]
puts "Filters: 1. #{[:filtering][0][:field]} = #{[:filtering][0][:value]} 2. #{[:filtering][1][:field]} = #{[:filtering][1][:value]} "
testcon.get_trackers()
Create a Source Tracker
tracker_options = {}
tracker_options[:name] = "Test Source tracker"
tracker_options[:type] = "source"
tracker_options[:company_id] = <company_id>
tracker_options[:call_flow] = {:type => "basic", :recording_enabled => true, :destination_number => "+15555555555", :greeting_text => nil, :greeting_recording_url => nil}
tracker_options[:tracking_number] = {:area_code => "555", :local => "+15555555555"}
tracker_options[:source] = {:type => "all"}
tracker_options[:sms_enabled] = true
tracker_options[:whisper_message] = "This is a test number call"
testcon.create_tracker(tracker_options)
Update a Source Tracker
tracker_options = {}
tracker_options[:source] = => "search", :search_engine => "all", :search_type => "paid"
tracker_options[:tracker_id] =
Get Calls
Sorting: customer_name, customer_phone_number, duration, start_time, source Filtering: date_range, answer_status, device, direction, lead_status Searching: caller_name, note, source, dialed_number, caller_number, outgoing_number
= {}
testcon.get_calls()
Get a specific call
call_options = {call_id: <call_id>}
testcon.get_calls(call_options)
Update a specific call
call_options = {call_id: <call_id>}
call_options[:note] = "Test"
testcon.update_call(call_options)
Get Calls summary
Summary Grouping: source, keywords, campaign, referrer, landing_page, or company Summary Fields: total_calls, missed_calls, answered_calls, first_time_callers, average_duration, formatted_average_duration, leads. Defaults to total_calls
= {group_by: "campaign"}
testcon.get_calls_summary()
For a time series (grouped by date), set summary_options[:time_series] = true
Getting Call recording URL
call_options = {}
call_options[:call_id] = >call_id>
puts testcon.get_call_recording(call_options)
Getting Integrations for a company
int_opts = {}
int_opts[:company_id] = <company_id>
testcon.get_integrations(int_opts)
Getting a specific Integrations
int_opts = {}
int_opts[:integration_id] = <integration_id>
testcon.get_integrations(int_opts)
Creating a Webhook Integration
int_opts = {}
int_opts[:company_id] = <company_id>
int_opts[:type] = "Webhooks"
int_opts[:config] = {:post_call_webhook => ["https://requestb.in"]}
testcon.create_integration(int_opts)
Updating a Webhook Integration
int_opts = {}
int_opts[:integration_id] = <integration_id>
int_opts[:state] = 'active'
int_opts[:config] = {:post_call_webhook => ["https://requestb.in?test=12345"]}
testcon.update_integration(int_opts)
Disabling an Integration
int_opts = {}
int_opts[:integration_id] = <integration_id>
testcon.disable_integration(int_opts)
Development
After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.
To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.
Contributing
Bug reports and pull requests are welcome on GitHub at https://github.com/mhoskiso/callrail. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the Contributor Covenant code of conduct.
License
The gem is available as open source under the terms of the MIT License.
Code of Conduct
Everyone interacting in the Callrail project’s codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.