Does the API for IT Flow allow Names and Phone number sot be pulled by chance? I am using a new phone system and it allows it if the API allows it. Basically when a call comes in the software polls the CRM and grabs the name and number if it matches the call and displays the actual callers name if it finds a match.

    8 days later

    If someone could add the lookup by phone number that would be great. I am using 3CX Phone System and that uses the phone number coming in to poll the CRM and grab the name. Any way to get that added by chance?

    Here is their documentation if you want to see how it works on their end:
    https://www.3cx.com/docs/crm-integration/

    Hey smcs

    Thanks for the documentation on 3cx. Seems quite interesting!

    We'll take a peek and see if we can get this implemented. We are close to stable release so after then we will work on this feature further.

      Sounds great @johnny thank you very much for looking at it. I look forward to it!

      Hey @smcs

      This PR should add what you want to the API. You can lookup contacts via mobile or phone by specifying the "contact_phone_or_mobile" parameter. This should be handy for other systems too, hopefully.

      I tried to test it with 3CX using their CRM Integration Tool but all it seems to do is generate an XML rather than actually test.. I believe the URLs you want for 3CX are:

      • http://itflow.example.com/api/contacts/read.php?contact_phone_or_mobile=[Number]
      • http://itflow.example.com/api/contacts/read.php?contact_email=[Email]
      • http://itflow.example.com/api/contacts/read.php?contact_id=[ContactID]

      Here's what their tool generated for me anyway, in case it helps: https://pastebin.com/FPwGneqH

      I'd recommend starting using PowerShell (see here) or Postman to verify your lookup is working properly, and then moving onto their tool/integration.

      Fantastic ill pull the merge in great work @wrongecho

      @smcs please test to make sure it works with the latest update

      Thank you so much @wrongecho ! I will definitely check this out today, I really appreciate you getting this done. I will update post when I get some results. I do use Postman now, so should be straight forward, at least I hope so anyway lol

        smcs

        Please let me know! 🙂

        3CX is fairly popular. If it does work, please feel free to share a copy of the XML (with your info redacted) to help others?

          10 days later

          not familiar with 3cx, but i`m using zoiper which can open an url

          that opens a modal in of the ticketing systems to either look up and search the user by the details, or to add new ticket creating new contact

          if any help or similar idea can be grabbed for implementation, would be nice

          5 months later

          I've got 3cx, I can work on getting this added and put it to the test.

          6 days later

          Sorry I never got this working, I did try but no success.