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 = 
"0.1.32"

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 62

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 89

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

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

    response = HTTParty.get(query)
    puts "field_key_begin",@field_key

    if response["success"]
      #asserts fields
      fields.each_with_index do |assert, index|
    response["data"].each do |search|
        if search['name'] == assert
          @field_key[index] = search['key']
          end
        end
    end
    puts "field_key middle",@field_key

    # create missing fields
    fields.each_with_index do |create, index|
      @field_key[index].blank?
      @field_key[index] = create_field(app_key, create[0])
    end
    puts "field_key end",@field_key
     
      #Hash the info
    custom_field = Hash[fields.zip(@field_key.map \
        {|i| i.include?(',') ? (i.split /, /) : i})] #/
  else
    if response["error"] == "You need to be authorized to make this request."
      return false
    end
  end
  puts "custom_field", custom_field
  return custom_field
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 130

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 24

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