CRM Integration

[Benson Geoffrey]

Hello, I am new in 3CX, I was in the middle of integrating our custom CRM, and I was able to complete the first scenario successfully except for the second scenario. I would like to post these values below

access_token (string): Access token
external_id (string): External Call ID
phone (string): Caller phone
inbound (string): Call direction ('true' | 'false')
started_at (string): Moment when call started ex:'2018-06-22 15:09:08' UTC

What am I missing in this script?

<?xml version="1.0"?>
<Crm xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Name="3CXCustomerDetails" Version="0" SupportsEmojis="false">
<Number Prefix="AsIs" MaxLength="" />
<Connection MaxConcurrentRequests="2" />
<Parameters>
<Parameter Name="AccessToken" Type="String" Parent="General Configuration" Editor="String" Title="Access Token" Default="iJxxxxx8" />
</Parameters>
<Authentication Type="No" />
<Scenarios>
<Scenario Id="CustomerDetails" Type="REST" EntityId="">
<Request SkipIf="" Url="https://xyz.com/api/pbx/v1/customers/search?access_token=[AccessToken]&amp;mobile=[Number]" MessagePasses="0" RequestContentType="Application/json" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json" />
<Rules>
<Rule Type="Any">id</Rule>
</Rules>
<Variables>
<Variable Name="Customer ID:" Path="id">
<Filter />
</Variable>
<Variable Name="Full Name:" Path="full_name">
<Filter />
</Variable>
<Variable Name="Primary Mobile:" Path="primary_mobile">
<Filter />
</Variable>
<Variable Name="Region:" Path="region">
<Filter />
</Variable>
<Variable Name="District:" Path="district">
<Filter />
</Variable>
<Variable Name="Ward:" Path="ward">
<Filter />
</Variable>
<Variable Name="Service Tier:" Path="service_tier">
<Filter />
</Variable>
<Variable Name="Account Balance:" Path="account_balance">
<Filter />
</Variable>
</Variables>
<Outputs Next="CallVerification" AllowEmpty="true">
<Output Type="id" Passes="0" Value="id" />
<Output Type="full_name" Passes="0" Value="full_name" />
<Output Type="primary_mobile" Passes="0" Value="primary_mobile" />
<Output Type="region" Passes="0" Value="region" />
<Output Type="district" Passes="0" Value="district" />
<Output Type="ward" Passes="0" Value="ward" />
<Output Type="service_tier" Passes="0" Value="service_tier" />
<Output Type="account_balance" Passes="0" Value="account_balance" />
</Outputs>
</Scenario>
<Scenario Id="CallVerification" Type="REST" EntityId="">
<Request SkipIf="" Url="https://xyz.com/api/pbx/v1/calls/start_call" RequestType="Post" ResponseType="Json">
<PostValues>
<Value Key="access_token">[AccessToken]</Value>
<Value Key="external_id">[CallId]</Value>
<Value Key="phone">[Number]</Value>
<Value Key="inbound">[CallDirection]</Value>
<Value Key="Started_at">[DateTime]</Value>
</PostValues>
</Request>
</Scenario>
</Scenarios>
</Crm>

 

[edossantos_sipcaller]

The contact lookup scenario should have an empty ID. Remove the Id attribute so it's used when you make or receive a call.

 

[Evolute IT]

The whole template is wrong. The variables have invalid names, the outputs are not valid outputs, and the variables used in the CallVerification scenario are also not valid, except [Number] and [CallDirection].

 

[edossantos_sipcaller]

Maybe you should try using the CRM Template Generator tool instead of a text editor, which will give you a frame work to avoid going beyond some limits.