Module: Rdgem

Defined in:
lib/rdgem.rb,
lib/rdgem/version.rb

Constant Summary collapse

PIPEDRIVE_API =

Your code goes here…

"https://api.pipedrive.com/v1/"
TOKEN = 
"api_token="
HEADERS = 
{'Accept'=>'application/json',
'Content-Type'=>'application/x-www-form-urlencoded',
'User-Agent'=>'Ruby.Pipedrive.Api' }
VERSION = 
"0.1.18"

Class Method Summary collapse

Class Method Details

.add_field_to_user(app_key, field_name) ⇒ Object

adds a new field to the owner app_key’s account



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# File 'lib/rdgem.rb', line 57

def self.add_field_to_user(app_key, field_name)
  field_api_key = false

  input_query = PIPEDRIVE_API + 'personFields?' + TOKEN + app_key

       response = HTTParty.post(input_query, 
        :body => {:name =>"#{field_name}", :field_type => "varchar"},
        :headers => HEADERS )

        unless response["data"] == nil
            field_api_id = response["data"]["id"]
            key_query = PIPEDRIVE_API + 'personFields/'\
           + field_api_id.to_s + "?" + TOKEN + app_key


           field_key_response = HTTParty.get(key_query)

           unless field_key_response["data"] == nil
              field_api_key = field_key_response["data"]["key"]
      end
       end
       return field_api_key
end

.assert_fields(fields, app_key) ⇒ Object

checks in the account if the custom fields are created.



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# File 'lib/rdgem.rb', line 82

def self.assert_fields(fields, app_key)
    @field_key = []

    query = PIPEDRIVE_API + 'personFields?' + TOKEN + app_key

    response = HTTParty.get(query)

    if response["success"]
      fields.each_with_index do |assert, index|
    response["data"].each do |search|
        if search['name'] == assert
          @field_key[index] = search['key']
          end
        end
    end
    #Hash the info
    custom_field = Hash[fields.zip(@field_key.map \
        {|i| i.include?(',') ? (i.split /, /) : i})] #/ 
      puts "custom_field",custom_field
    #integrate missing fields
    custom_field.each do |create|
      puts "creating",create[1]
      if create[1].blank? 
        create[1] = create_field(app_key, create[0])
      end
    end
  else
    if response["error"] == "You need to be authorized to make this request."
      return response["error"]
    end
  end

  return @field_key
end

.create_field(app_key, field_name) ⇒ Object

checks if the key is valid and if the custom fields are created in the acc if any field is missing, create it even if populated the field key will always be replaced



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# File 'lib/rdgem.rb', line 124

def self.create_field(app_key, field_name)
  field_api_key = false

  input_query = PIPEDRIVE_API + 'personFields?' + TOKEN + app_key

       response = HTTParty.post(input_query, 
        :body => {:name =>"#{field_name}", :field_type => "varchar"},
        :headers => HEADERS )

        unless response["data"] == nil
            field_api_id = response["data"]["id"]

            key_query = PIPEDRIVE_API + 'personFields/'\
            + field_api_id.to_s + "?" + TOKEN + app_key

           field_key_response = HTTParty.get(key_query)

           unless field_key_response["data"] == nil
              field_api_key = field_key_response["data"]["key"]
      end
       end
       return field_api_key
end

.get_or_create_company(app_key, company) ⇒ Object

queries for a company name. creates when it doesn’t exist.



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# File 'lib/rdgem.rb', line 21

def self.get_or_create_company(app_key, company)
  org_app_id = ""
  query = PIPEDRIVE_API + 'organizations/find?term=' \
           + company + '&start=0&' + TOKEN + app_key
       response = HTTParty.get(query)
       #if successfull and with content, get the company app_key
       #so as not to create another with the same name
       if response["success"]
         unless response["data"] == nil
           response["data"].each do |search|
             if search['name'] == company
               org_app_id = search['id']
               #not caring about duplicates. 
               #we will ensure we at least won't create any
               break
             end
           end
         else
           #didn't find, create one
    input_query = PIPEDRIVE_API + 'organizations?' + TOKEN + app_key

        org_response = HTTParty.post(input_query, 
            :body => {:name =>company},
            :headers => HEADERS )

           unless org_response["data"] == nil
            org_app_id = org_response["data"]["id"]
           end
         end
       else
         #error getting company
       end
       return org_app_id
end

.send_lead(app_key, lead_to_person) ⇒ Object

pushes the lead to pipedrive



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# File 'lib/rdgem.rb', line 15

def self.send_lead(app_key, lead_to_person)
    query = PIPEDRIVE_API + 'persons?' + TOKEN + app_key
    response = HTTParty.post(query, :body => lead_to_person, :headers => HEADERS)
end