DotLoop API Library

This library is designed to help ruby applications consume the DotLoop API.

You can read more about the api the the official documentation at https://support.dotloop.com

Installation

Add this line to your application’s Gemfile:

ruby gem 'dotloop'

And then execute:

$ bundle

Or install it yourself as:

$ gem install dotloop

Usage

Optional parameters are prefixed with a ‘*‘’ client = Dotloop::Client.new(api_key: ‘c4c26918-b2df-49a6-9bc2-9009274b23a7’)

client.Profile.all                                                      #=> get list of profiles

client.Loop.all(
  profile_id: '1234',
  *batch_number: 1,
  *batch_size: 50,
  *statusIds: '1,2,3'
  *complianceStatusIds: '1,2,3'
  *tagIds: '1,2,3'
  *sortBy: 'email'
  *searchQuery: 'test@example.com'
  *tagNames: 'tag'
  *createdByMe: '1234567'
)                                                                       #=> get list of loops

client.Loop.all(profile_id: '1234', loop_view_id: '76046')              #=> get basic loop information

client.Loop.find(profile_id: '1234', loop_view_id: '76046')             #=> get loop details
client.LoopActivity.all(
  profile_id: '1234',
  loop_view_id: '76046',
  *batch_number: 1,
  *batch_size: 50
)                                                                       #=> get loop activity
client.Document.all(profile_id: '1234', loop_view_id: '76046')          #=> get loop document list

client.Participant.all(profile_id: '1234', loop_view_id: '76046')       #=> get a list of loop participants

client.Task.all(profile_id: '1234', loop_view_id: '76046')              #=> get a list of loop tasks

client.Folder.all(profile_id: '1234', loop_view_id: '76046')            #=> get a list of folders in a loop

client.Employee.all(
  profile_id: '1234',
  *batch_number: 1,
  *batch_size: 50,
  *show_admin: true,
  *show_in_active: true,
  *include_child: true
)                                                                       #=> get a list of users in a profile
client.DocumentActivity.all(
  profile_id: '1234',
  document_id: '561622',
  *batch_number: 1,
  *batch_size: 50
)                                                                       #=> get activity details for a document
client.Person.all(
  profile_id: '1234',
  *batch_number: 1,
  *batch_size: 50
)                                                                       #=> get list of contacts
client.Person.find(profile_id: '1234', contact_id: '3603862')           #=> get details for a contact

client.Admin.all(
  profile_id: '1234',
  *batch_number: 1,
  *batch_size: 50
)                                                                       #=> get list of admins for a profile

client.Document.get(
  profile_id: '1234',
  loop_view_id: '76046',
  document_id: '561622',
  document_name: 'My Offer'
)                                                                       #=> get a PDF document

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/[USERNAME]/dotloop.

License

The gem is available as open source under the terms of the MIT License.