Class: Merge::Crm::ContactsClient

Inherits:
Object
  • Object
show all
Defined in:
lib/merge_ruby_client/crm/contacts/client.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(request_client:) ⇒ Merge::Crm::ContactsClient

Parameters:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 25

def initialize(request_client:)
  @request_client = request_client
end

Instance Attribute Details

#request_client ⇒ Merge::RequestClient (readonly)

Returns:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 21

def request_client
  @request_client
end

Instance Method Details

#create(model:, is_debug_mode: nil, run_async: nil, request_options: nil) ⇒ Merge::Crm::CrmContactResponse

Creates a ‘Contact` object with the given values.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.contacts.create(model: {  })

Parameters:

  • is_debug_mode (Boolean) (defaults to: nil) —

    Whether to include debug fields (such as log file links) in the response.

  • run_async (Boolean) (defaults to: nil) —

    Whether or not third-party updates should be run asynchronously.

  • model (Hash) —

    Request of type Merge::Crm::ContactRequest, as a Hash

    • :first_name (String)

    • :last_name (String)

    • :account (Hash)

    • :owner (Hash)

    • :addresses (Array<Merge::Crm::AddressRequest>)

    • :email_addresses (Array<Merge::Crm::EmailAddressRequest>)

    • :phone_numbers (Array<Merge::Crm::PhoneNumberRequest>)

    • :last_activity_at (DateTime)

    • :integration_params (Hash=> Object)

    • :linked_account_params (Hash=> Object)

    • :remote_fields (Array<Merge::Crm::RemoteFieldRequest>)

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 127

def create(model:, is_debug_mode: nil, run_async: nil, request_options: nil)
  response = @request_client.conn.post do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "is_debug_mode": is_debug_mode,
      "run_async": run_async
    }.compact
    req.body = { **(request_options&.additional_body_parameters || {}), model: model }.compact
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/contacts"
  end
  Merge::Crm::CrmContactResponse.from_json(json_object: response.body)
end

#ignore_create(model_id:, request:, request_options: nil) ⇒ Void

Ignores a specific row based on the ‘model_id` in the url. These records will

have their properties set to null, and will not be updated in future syncs. The
"reason" and "message" fields in the request body will be stored for audit
purposes.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.contacts.ignore_create(model_id: "model_id", request: { reason: GENERAL_CUSTOMER_REQUEST })

Parameters:

  • model_id (String)
  • request (Hash) —

    Request of type Merge::Crm::IgnoreCommonModelRequest, as a Hash

    • :reason (Merge::Crm::ReasonEnum)

    • :message (String)

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:

  • (Void) 


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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 259

def ignore_create(model_id:, request:, request_options: nil)
  @request_client.conn.post do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    unless request_options.nil? || request_options&.additional_query_parameters.nil?
      req.params = { **(request_options&.additional_query_parameters || {}) }.compact
    end
    req.body = { **(request || {}), **(request_options&.additional_body_parameters || {}) }.compact
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/contacts/ignore/#{model_id}"
  end
end

#list(account_id: nil, created_after: nil, created_before: nil, cursor: nil, email_addresses: nil, expand: nil, include_deleted_data: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, modified_after: nil, modified_before: nil, page_size: nil, phone_numbers: nil, remote_id: nil, request_options: nil) ⇒ Merge::Crm::PaginatedContactList

Returns a list of ‘Contact` objects.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.contacts.list(cursor: "cD0yMDIxLTAxLTA2KzAzJTNBMjQlM0E1My40MzQzMjYlMkIwMCUzQTAw")

Parameters:

  • account_id (String) (defaults to: nil) —

    If provided, will only return contacts with this account.

  • created_after (DateTime) (defaults to: nil) —

    If provided, will only return objects created after this datetime.

  • created_before (DateTime) (defaults to: nil) —

    If provided, will only return objects created before this datetime.

  • cursor (String) (defaults to: nil) —

    The pagination cursor value.

  • email_addresses (String) (defaults to: nil) —

    If provided, will only return contacts matching the email addresses; multiple email_addresses can be separated by commas.

  • expand (Merge::Crm::Contacts::ContactsListRequestExpand) (defaults to: nil) —

    Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

  • include_deleted_data (Boolean) (defaults to: nil) —

    Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](docs.merge.dev/integrations/hris/supported-features/).

  • include_remote_data (Boolean) (defaults to: nil) —

    Whether to include the original data Merge fetched from the third-party to produce these models.

  • include_remote_fields (Boolean) (defaults to: nil) —

    Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.

  • include_shell_data (Boolean) (defaults to: nil) —

    Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

  • modified_after (DateTime) (defaults to: nil) —

    If provided, only objects synced by Merge after this date time will be returned.

  • modified_before (DateTime) (defaults to: nil) —

    If provided, only objects synced by Merge before this date time will be returned.

  • page_size (Integer) (defaults to: nil) —

    Number of results to return per page.

  • phone_numbers (String) (defaults to: nil) —

    If provided, will only return contacts matching the phone numbers; multiple phone numbers can be separated by commas.

  • remote_id (String) (defaults to: nil) —

    The API provider’s ID for the given object.

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 65

def list(account_id: nil, created_after: nil, created_before: nil, cursor: nil, email_addresses: nil,
         expand: nil, include_deleted_data: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, modified_after: nil, modified_before: nil, page_size: nil, phone_numbers: nil, remote_id: nil, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "account_id": ,
      "created_after": created_after,
      "created_before": created_before,
      "cursor": cursor,
      "email_addresses": email_addresses,
      "expand": expand,
      "include_deleted_data": include_deleted_data,
      "include_remote_data": include_remote_data,
      "include_remote_fields": include_remote_fields,
      "include_shell_data": include_shell_data,
      "modified_after": modified_after,
      "modified_before": modified_before,
      "page_size": page_size,
      "phone_numbers": phone_numbers,
      "remote_id": remote_id
    }.compact
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/contacts"
  end
  Merge::Crm::PaginatedContactList.from_json(json_object: response.body)
end

#meta_patch_retrieve(id:, request_options: nil) ⇒ Merge::Crm::MetaResponse

Returns metadata for ‘CRMContact` PATCHs.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.contacts.meta_patch_retrieve(id: "id")

Parameters:

Returns:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 289

def meta_patch_retrieve(id:, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    unless request_options.nil? || request_options&.additional_query_parameters.nil?
      req.params = { **(request_options&.additional_query_parameters || {}) }.compact
    end
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/contacts/meta/patch/#{id}"
  end
  Merge::Crm::MetaResponse.from_json(json_object: response.body)
end

#meta_post_retrieve(request_options: nil) ⇒ Merge::Crm::MetaResponse

Returns metadata for ‘CRMContact` POSTs.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.contacts.meta_post_retrieve

Parameters:

Returns:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 321

def meta_post_retrieve(request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    unless request_options.nil? || request_options&.additional_query_parameters.nil?
      req.params = { **(request_options&.additional_query_parameters || {}) }.compact
    end
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/contacts/meta/post"
  end
  Merge::Crm::MetaResponse.from_json(json_object: response.body)
end

#partial_update(id:, model:, is_debug_mode: nil, run_async: nil, request_options: nil) ⇒ Merge::Crm::CrmContactResponse

Updates a ‘Contact` object with the given `id`.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.contacts.partial_update(id: "id", model: {  })

Parameters:

  • id (String)
  • is_debug_mode (Boolean) (defaults to: nil) —

    Whether to include debug fields (such as log file links) in the response.

  • run_async (Boolean) (defaults to: nil) —

    Whether or not third-party updates should be run asynchronously.

  • model (Hash) —

    Request of type Merge::Crm::PatchedContactRequest, as a Hash

    • :first_name (String)

    • :last_name (String)

    • :account (String)

    • :owner (Hash)

    • :addresses (Array<Merge::Crm::AddressRequest>)

    • :email_addresses (Array<Merge::Crm::EmailAddressRequest>)

    • :phone_numbers (Array<Merge::Crm::PhoneNumberRequest>)

    • :last_activity_at (DateTime)

    • :integration_params (Hash=> Object)

    • :linked_account_params (Hash=> Object)

    • :remote_fields (Array<Merge::Crm::RemoteFieldRequest>)

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 220

def partial_update(id:, model:, is_debug_mode: nil, run_async: nil, request_options: nil)
  response = @request_client.conn.patch do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "is_debug_mode": is_debug_mode,
      "run_async": run_async
    }.compact
    req.body = { **(request_options&.additional_body_parameters || {}), model: model }.compact
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/contacts/#{id}"
  end
  Merge::Crm::CrmContactResponse.from_json(json_object: response.body)
end

#remote_field_classes_list(cursor: nil, include_deleted_data: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, is_common_model_field: nil, is_custom: nil, page_size: nil, request_options: nil) ⇒ Merge::Crm::PaginatedRemoteFieldClassList

Returns a list of ‘RemoteFieldClass` objects.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.contacts.remote_field_classes_list(cursor: "cD0yMDIxLTAxLTA2KzAzJTNBMjQlM0E1My40MzQzMjYlMkIwMCUzQTAw")

Parameters:

  • cursor (String) (defaults to: nil) —

    The pagination cursor value.

  • include_deleted_data (Boolean) (defaults to: nil) —

    Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](docs.merge.dev/integrations/hris/supported-features/).

  • include_remote_data (Boolean) (defaults to: nil) —

    Whether to include the original data Merge fetched from the third-party to produce these models.

  • include_remote_fields (Boolean) (defaults to: nil) —

    Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.

  • include_shell_data (Boolean) (defaults to: nil) —

    Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

  • is_common_model_field (Boolean) (defaults to: nil) —

    If provided, will only return remote field classes with this is_common_model_field value

  • is_custom (Boolean) (defaults to: nil) —

    If provided, will only return remote fields classes with this is_custom value

  • page_size (Integer) (defaults to: nil) —

    Number of results to return per page.

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 368

def remote_field_classes_list(cursor: nil, include_deleted_data: nil, include_remote_data: nil,
                              include_remote_fields: nil, include_shell_data: nil, is_common_model_field: nil, is_custom: nil, page_size: nil, request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "cursor": cursor,
      "include_deleted_data": include_deleted_data,
      "include_remote_data": include_remote_data,
      "include_remote_fields": include_remote_fields,
      "include_shell_data": include_shell_data,
      "is_common_model_field": is_common_model_field,
      "is_custom": is_custom,
      "page_size": page_size
    }.compact
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/contacts/remote-field-classes"
  end
  Merge::Crm::PaginatedRemoteFieldClassList.from_json(json_object: response.body)
end

#retrieve(id:, expand: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil, request_options: nil) ⇒ Merge::Crm::Contact

Returns a ‘Contact` object with the given `id`.

Examples:

api = Merge::Client.new(
  base_url: "https://api.example.com",
  environment: Merge::Environment::PRODUCTION,
  api_key: "YOUR_AUTH_TOKEN"
)
api.crm.contacts.retrieve(id: "id")

Parameters:

  • id (String)
  • expand (Merge::Crm::Contacts::ContactsRetrieveRequestExpand) (defaults to: nil) —

    Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

  • include_remote_data (Boolean) (defaults to: nil) —

    Whether to include the original data Merge fetched from the third-party to produce these models.

  • include_remote_fields (Boolean) (defaults to: nil) —

    Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.

  • include_shell_data (Boolean) (defaults to: nil) —

    Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

  • request_options (Merge::RequestOptions) (defaults to: nil)

Returns:



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# File 'lib/merge_ruby_client/crm/contacts/client.rb', line 168

def retrieve(id:, expand: nil, include_remote_data: nil, include_remote_fields: nil, include_shell_data: nil,
             request_options: nil)
  response = @request_client.conn.get do |req|
    req.options.timeout = request_options.timeout_in_seconds unless request_options&.timeout_in_seconds.nil?
    req.headers["Authorization"] = request_options.api_key unless request_options&.api_key.nil?
    req.headers["X-Account-Token"] = request_options. unless request_options&..nil?
    req.headers = {
  **(req.headers || {}),
  **@request_client.get_headers,
  **(request_options&.additional_headers || {})
    }.compact
    req.params = {
      **(request_options&.additional_query_parameters || {}),
      "expand": expand,
      "include_remote_data": include_remote_data,
      "include_remote_fields": include_remote_fields,
      "include_shell_data": include_shell_data
    }.compact
    unless request_options.nil? || request_options&.additional_body_parameters.nil?
      req.body = { **(request_options&.additional_body_parameters || {}) }.compact
    end
    req.url "#{@request_client.get_url(request_options: request_options)}/crm/v1/contacts/#{id}"
  end
  Merge::Crm::Contact.from_json(json_object: response.body)
end