Call Journal - Pre- API Call to enrich the data - possible?

[Prosperon]

Hi,

I am working on a custom Creatio CRM template and have most things working now.

However, I am looking to achieve the following workflow and am not sure if this is possible:

1. Call is placed
2. Before the ReportCall POST to Creatio is placed
   1. Perform a GET to the Creatio CRM in order to capture the GUID of the contact whos extension just made the call
   2. I am using the Agent variable and performing the following lookup
      1. Url="[CrmApiUrl]/Contact?$select=Id&$filter=Phone eq '[Agent]'"
3. Use the data returned to then include in the ReportCall action which then posts the call data to Creatio, including the GUID returned in the above query, so that the Created By value in Creatio shows the contact name of the agent and not just the extension i.e. 200

Is this workflow possible? If so, can anyone give me any guidance on how to configure in the XML template please.

I will be happy to share the template once completed..

thanks

Mark

 

[Evolute IT]

Hi,

I am working on a custom Creatio CRM template and have most things working now.

However, I am looking to achieve the following workflow and am not sure if this is possible:

1. Call is placed
2. Before the ReportCall POST to Creatio is placed
   1. Perform a GET to the Creatio CRM in order to capture the GUID of the contact whos extension just made the call
   2. I am using the Agent variable and performing the following lookup
      1. Url="[CrmApiUrl]/Contact?$select=Id&$filter=Phone eq '[Agent]'"
3. Use the data returned to then include in the ReportCall action which then posts the call data to Creatio, including the GUID returned in the above query, so that the Created By value in Creatio shows the contact name of the agent and not just the extension i.e. 200

Is this workflow possible? If so, can anyone give me any guidance on how to configure in the XML template please.

I will be happy to share the template once completed..

thanks

Mark

Chained scenarios. Check the other templates like HubSpot, they all do that. Use [Agent] or [AgentEmail], which is even better.

 

[Prosperon]

Thanks for the steer on this - I have got this working, but it is not working everytime, so I need to diagnose why. How can I enable verbose logging in my Hosted by 3CX instance to allow me to see the API call interaction?

 

[Evolute IT]

Thanks for the steer on this - I have got this working, but it is not working everytime, so I need to diagnose why. How can I enable verbose logging in my Hosted by 3CX instance to allow me to see the API call interaction?

Dashboard > Activity Log > Settings, set to verbose.

When done with a few tests, download the 3CX Support Info (Dashboard again), and check the logs/3cxSystemService.log file. Search for "CRM:" in it for easier navigation.

 

[Prosperon]

Thanks again and for your quick reply.

I had played with this setting, but the UI only showed a change to call logs, so I didnt think this was correct. Then I reviewed the setting parameters, but was wary of changing anything here, hence my post.

Feedback to 3CX - be good to make distinction between call and system log verbosity settings.