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contacts [2023/09/14 18:46] – created johnnycontacts [2024/08/29 20:13] (current) – external edit 127.0.0.1
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 ====== Contacts ====== ====== Contacts ======
 +
 +Each of your customer have different key stakeholders that you may correspond with during the course of business. These stakeholders are considered Contacts within the ITFlow system. When a Contact within a Client record submits a ticket via email into your ITFlow system, the ticket is automatically assigned to the relevant Client based on the email contact of the Contact.
  
 Allow your clients to interact with the ITFlow portal by creating contacts. Allow your clients to interact with the ITFlow portal by creating contacts.
 +
 +{{::contacts-listing.png?direct|}}
  
 You can record the following information about a client contact: You can record the following information about a client contact:
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   * Title   * Title
   * Mark as "important"   * Mark as "important"
-  * Mark as a technical / billing contact+  * Mark as a technical / billing contact - this also allows them to see technical and/or billing info in the client portal
   * Department   * Department
   * Phone / Extension / Mobile   * Phone / Extension / Mobile
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 /api/v1/contacts /api/v1/contacts
  
-Read - Retrieve contact information (/read.php)+==== Read - Retrieve contact information (/read.php) ====
  
-  * Default / No params - Returns all contacts+ 
 +  * **Default / No params - Returns all contacts**
   * contact_id - Specific contact ID from the ITFlow database   * contact_id - Specific contact ID from the ITFlow database
   * contact_email - Specific contact via e-mail   * contact_email - Specific contact via e-mail
 +  * contact_phone_or_mobile - Specific contact via their mobile or office phone
  
-''Invoke-RestMethod -Uri "http://127.0.0.1/itflow/api/v1/contacts/read.php?api_key=XetQjoZiti5Opg7y&contact_id=8" | ConvertTo-Json+<code> 
 +Invoke-RestMethod -Uri "https://demo.itflow.org/api/v1/contacts/read.php?api_key=XetQjoZiti5Opg7y&contact_id=8" | ConvertTo-Json
  
 { {
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 [...] [...]
 +</code>
 +
 +==== Create - Create a new contact (/create.php) ====
 +
 +
 +Specify all parameters as below, even if empty. E-mail must not already exist. The new contact ID will be returned.
 +
 +
 +<code>
 +$uri = "https://demo.itflow.org/api/v1/contacts/create.php"
 +
 +$body = @"
 +{
 +    "api_key" : "3iVeTipINS9eDGpm",
 +    "contact_name" : "Sample Contact",
 +    "contact_title" : "Head of Accounting",
 +    "contact_department" : "Accounts",
 +    "contact_email" : "sally@itflow.org",
 +    "contact_phone" : "123456",
 +    "contact_extension" : "",
 +    "contact_mobile" : "",
 +    "contact_notes" : "We like Sally - she pays us!",
 +    "contact_auth_method" : "local",
 +    "contact_important" : "1",
 +    "contact_billing" : "1",
 +    "contact_technical" : "0",
 +    "contact_location_id" : "0",
 +    "client_id" : "1"
 +}
 +"@
 +
 +Invoke-RestMethod -Method Post -Uri $uri -Body $body
 +
 +
 +success   count   data            
 +-------   -----       ----            
 +True      1           {@{insert_id=9}}
 +
 +</code>
 +
 +==== Update - Update an new contact (/update.php) ====
 +
 +Specify all parameters as below, even if empty. Same parameters as create endpoint, just additionally specify the contact_id to update.
 +Success (true/false) and count of affected objects (1) will be returned.
 +
 +<code>
 +
 +$uri = "https://demo.itflow.org/api/v1/contacts/update.php"
 +
 +$body = @"
 +{
 +    "api_key" : "3iVeTipINS9eDGpm",
 +    "contact_id" : "31",
 +    "contact_name" : "Sample Contact",
 +    "contact_title" : "Head of Accounting",
 +    "contact_department" : "Accounts",
 +    "contact_email" : "sally@itflow.org",
 +    "contact_phone" : "123456",
 +    "contact_extension" : "",
 +    "contact_mobile" : "",
 +    "contact_notes" : "We like Sally - she pays us!",
 +    "contact_auth_method" : "local",
 +    "contact_important" : "1",
 +    "contact_billing" : "1",
 +    "contact_technical" : "0",
 +    "contact_location_id" : "0",
 +    "client_id" : "1"
 +}
 +"@
 +
 +Invoke-RestMethod -Method Post -Uri $uri -Body $body
 +
 +
 +success count
 +------- -----
 +True        1
 +
 +</code>
 +
 +
 +
 +
  
-''