Module: Rdgem

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

Constant Summary collapse

PIPEDRIVE_API =

Your code goes here… global declarations

"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 = 
"0.1.35"

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 63

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 if the key is valid and if the custom fields are created in the acc if any field is missing, create it



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# File 'lib/rdgem.rb', line 91

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

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

    response = HTTParty.get(query)

    if response["success"]
      #Assert: looks for the desired 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

    # Integrate: create missing fields
    fields.each_with_index do |create, index|
      if @field_key[index].blank?
        @field_key[index] = create_field(app_key, create)
      end
    end
     
      #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
  #ship it back
  return custom_field
end

.create_field(app_key, field_name) ⇒ Object

even if populated the field key will always be replaced



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# File 'lib/rdgem.rb', line 128

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 25

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 16

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