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Determine which scenario provided the ContactID

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jonnip

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Jan 11, 2024
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We are using the custom CRM integration to do a contact lookup for contacts and companies. This all works correctly.

We are now looking to add Call Journaling but need to provide the ContactID if it's a contact or a DivisionID if it's a company in the rest post to the CRM.

I was hoping to use the EntityType from the lookup by phone number scenario but this only seems to return "Contacts" regardless of where the number is found.

Is there a way to do this?

XML: 
....
  <Scenarios>
    <Scenario Id="" Type="REST" EntityId="contact" EntityOrder="company/contact">
      <Request SkipIf="" Url="https://crm-odata-v1.prospect365.com/Contacts?$filter=contains(PhoneNumber,'[Number]') or MobilePhoneNumber eq '[Number]'&amp;$select=ContactId,Forename,Surname,Email,PhoneNumber,MobilePhoneNumber,RecordLink&amp;$expand=Division($select=Name)&amp;$orderby=ContactID desc" MessagePasses="0" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json">
        <Headers>
          <Value Key="Authorization" Passes="0" Type="String">Bearer [Bearer Token]</Value>
        </Headers>
      </Request>
      <Rules>
        <Rule Type="Any">value.ContactID</Rule>
      </Rules>
      <Variables>
        <Variable Name="ContactID" Path="value.ContactId">
          <Filter />
        </Variable>
        <Variable Name="FirstName" Path="value.Forename">
          <Filter />
        </Variable>
        <Variable Name="LastName" Path="value.Surname">
          <Filter />
        </Variable>
        <Variable Name="CompanyName" Path="value.Division.Name">
          <Filter />
        </Variable>
        <Variable Name="Email" Path="value.Email">
          <Filter />
        </Variable>
        <Variable Name="PhoneNumber" Path="value.PhoneNumber">
          <Filter />
        </Variable>
        <Variable Name="PhoneMobile" Path="value.MobilePhoneNumber">
          <Filter />
        </Variable>
      </Variables>
      <Outputs Next="" AllowEmpty="false">
        <Output Type="ContactID" Passes="0" Value="[ContactID]" />
        <Output Type="FirstName" Passes="0" Value="[FirstName]" />
        <Output Type="LastName" Passes="0" Value="[LastName]" />
        <Output Type="CompanyName" Passes="0" Value="[CompanyName]" />
        <Output Type="Email" Passes="0" Value="[Email]" />
        <Output Type="PhoneMobile" Passes="0" Value="[PhoneMobile]" />
        <Output Type="ContactUrl" Passes="0" Value="https://crm.prospect365.com/view/Contact/[ContactID]" />
        <Output Type="EntityId" Passes="0" Value="[ContactID]" />
        <Output Type="EntityType" Passes="0" Value="contact" />
        <Output Type="PhoneBusiness" Passes="0" Value="[PhoneNumber]" />
      </Outputs>
    </Scenario>
    <Scenario Id="" Type="REST" EntityId="company" EntityOrder="company/contact">
      <Request Url="https://crm-odata-v1.prospect365.com/Divisions?$filter=contains(PhoneNumber,'[Number]')&amp;$select=DivisionId,Name,PhoneNumber" MessagePasses="0" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json">
        <Headers>
          <Value Key="Authorization" Passes="0" Type="String">Bearer [Bearer Token]</Value>
        </Headers>
      </Request>
      <Rules>
        <Rule Type="Any">value.DivisionID</Rule>
      </Rules>
      <Variables>
        <Variable Name="DivisionID" Path="value.DivisionID">
          <Filter />
        </Variable>
        <Variable Name="CompanyName" Path="value.Name">
          <Filter />
        </Variable>
        <Variable Name="PhoneNumber" Path="value.PhoneNumber">
          <Filter />
        </Variable>
      </Variables>
      <Outputs AllowEmpty="false">
        <Output Type="ContactID" Passes="0" Value="[DivisionID]" />
        <Output Type="CompanyName" Passes="0" Value="[CompanyName]" />
        <Output Type="ContactUrl" Passes="0" Value="https://crm.prospect365.com/view/SingleCompany/[DivisionID]" />
        <Output Type="EntityId" Passes="0" Value="[DivisionID]" />
        <Output Type="EntityType" Passes="0" Value="company" />
        <Output Type="PhoneBusiness" Passes="0" Value="[PhoneNumber]" />
      </Outputs>
    </Scenario>
    <Scenario Id="LookupByEmail" Type="REST">
      <Request Url="https://crm-odata-v1.prospect365.com/Contacts?$filter=Email eq '[Email]'&amp;$select=ContactId,Forename,Surname,Email,PhoneNumber,MobilePhoneNumber&amp;$expand=Division($select=Name)" MessagePasses="0" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json">
        <Headers>
          <Value Key="Authorization" Passes="0" Type="String">Bearer [Bearer Token]</Value>
        </Headers>
      </Request>
      <Rules>
        <Rule Type="Any">value.ContactID</Rule>
      </Rules>
      <Variables>
        <Variable Name="ContactID" Path="value.ContactId">
          <Filter />
        </Variable>
        <Variable Name="FirstName" Path="value.Forename">
          <Filter />
        </Variable>
        <Variable Name="LastName" Path="value.Surname">
          <Filter />
        </Variable>
        <Variable Name="CompanyName" Path="value.Division.Name">
          <Filter />
        </Variable>
        <Variable Name="Email" Path="value.Email">
          <Filter />
        </Variable>
        <Variable Name="PhoneMobile" Path="value.MobilePhoneNumber">
          <Filter />
        </Variable>
        <Variable Name="PhoneNumber" Path="value.PhoneNumber">
          <Filter />
        </Variable>
      </Variables>
      <Outputs AllowEmpty="false">
        <Output Type="ContactID" Passes="0" Value="[ContactID]" />
        <Output Type="FirstName" Passes="0" Value="[FirstName]" />
        <Output Type="LastName" Passes="0" Value="[LastName]" />
        <Output Type="CompanyName" Passes="0" Value="[CompanyName]" />
        <Output Type="Email" Passes="0" Value="[Email]" />
        <Output Type="PhoneMobile" Passes="0" Value="[PhoneMobile]" />
        <Output Type="ContactUrl" Passes="0" Value="https://crm.prospect365.com/view/Contact/[ContactID]" />
        <Output Type="EntityId" Passes="0" Value="[ContactID]" />
        <Output Type="EntityType" Passes="0" Value="contact" />
        <Output Type="PhoneBusiness" Passes="0" Value="[PhoneNumber]" />
      </Outputs>
    </Scenario>
    <Scenario Id="ReportCall" Type="REST">
      <Request SkipIf="[IIf([ReportCallEnabled]!=True||[EntityId]==&quot;&quot;,True,[IIf([CallType]!=Inbound,True,False)])]" Url="https://crm-odata-v1.prospect365.com/Notepads" MessagePasses="0" RequestContentType="application/json" RequestEncoding="Json" RequestType="Post" ResponseType="Json">
        <Headers>
          <Value Key="Authorization" Passes="0" Type="String">Bearer [Bearer Token]</Value>
        </Headers>
        <PostValues Key="">
          <Value Key="ContactId" If="[EntityType]==contact" Passes="1" Type="String">[EntityId]</Value>
          <Value Key="DivisionId" If="[EntityTyped]==company" Passes="1" Type="String">[EntityId]</Value>
          <Value Key="DateTime" Passes="1" Type="String">[[CallStartTimeUTC].ToString("yyyy-MM-ddTHH:mm:sssZ")]</Value>
          <Value Key="Text" Passes="2" Type="String">[[InboundCallText]]</Value>
        </PostValues>
      </Request>
      <Variables />
....
Code trimmed
 
jonnip said:
We are using the custom CRM integration to do a contact lookup for contacts and companies. This all works correctly.

We are now looking to add Call Journaling but need to provide the ContactID if it's a contact or a DivisionID if it's a company in the rest post to the CRM.

I was hoping to use the EntityType from the lookup by phone number scenario but this only seems to return "Contacts" regardless of where the number is found.

Is there a way to do this?

XML: 
....
  <Scenarios>
    <Scenario Id="" Type="REST" EntityId="contact" EntityOrder="company/contact">
      <Request SkipIf="" Url="https://crm-odata-v1.prospect365.com/Contacts?$filter=contains(PhoneNumber,'[Number]') or MobilePhoneNumber eq '[Number]'&amp;$select=ContactId,Forename,Surname,Email,PhoneNumber,MobilePhoneNumber,RecordLink&amp;$expand=Division($select=Name)&amp;$orderby=ContactID desc" MessagePasses="0" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json">
        <Headers>
          <Value Key="Authorization" Passes="0" Type="String">Bearer [Bearer Token]</Value>
        </Headers>
      </Request>
      <Rules>
        <Rule Type="Any">value.ContactID</Rule>
      </Rules>
      <Variables>
        <Variable Name="ContactID" Path="value.ContactId">
          <Filter />
        </Variable>
        <Variable Name="FirstName" Path="value.Forename">
          <Filter />
        </Variable>
        <Variable Name="LastName" Path="value.Surname">
          <Filter />
        </Variable>
        <Variable Name="CompanyName" Path="value.Division.Name">
          <Filter />
        </Variable>
        <Variable Name="Email" Path="value.Email">
          <Filter />
        </Variable>
        <Variable Name="PhoneNumber" Path="value.PhoneNumber">
          <Filter />
        </Variable>
        <Variable Name="PhoneMobile" Path="value.MobilePhoneNumber">
          <Filter />
        </Variable>
      </Variables>
      <Outputs Next="" AllowEmpty="false">
        <Output Type="ContactID" Passes="0" Value="[ContactID]" />
        <Output Type="FirstName" Passes="0" Value="[FirstName]" />
        <Output Type="LastName" Passes="0" Value="[LastName]" />
        <Output Type="CompanyName" Passes="0" Value="[CompanyName]" />
        <Output Type="Email" Passes="0" Value="[Email]" />
        <Output Type="PhoneMobile" Passes="0" Value="[PhoneMobile]" />
        <Output Type="ContactUrl" Passes="0" Value="https://crm.prospect365.com/view/Contact/[ContactID]" />
        <Output Type="EntityId" Passes="0" Value="[ContactID]" />
        <Output Type="EntityType" Passes="0" Value="contact" />
        <Output Type="PhoneBusiness" Passes="0" Value="[PhoneNumber]" />
      </Outputs>
    </Scenario>
    <Scenario Id="" Type="REST" EntityId="company" EntityOrder="company/contact">
      <Request Url="https://crm-odata-v1.prospect365.com/Divisions?$filter=contains(PhoneNumber,'[Number]')&amp;$select=DivisionId,Name,PhoneNumber" MessagePasses="0" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json">
        <Headers>
          <Value Key="Authorization" Passes="0" Type="String">Bearer [Bearer Token]</Value>
        </Headers>
      </Request>
      <Rules>
        <Rule Type="Any">value.DivisionID</Rule>
      </Rules>
      <Variables>
        <Variable Name="DivisionID" Path="value.DivisionID">
          <Filter />
        </Variable>
        <Variable Name="CompanyName" Path="value.Name">
          <Filter />
        </Variable>
        <Variable Name="PhoneNumber" Path="value.PhoneNumber">
          <Filter />
        </Variable>
      </Variables>
      <Outputs AllowEmpty="false">
        <Output Type="ContactID" Passes="0" Value="[DivisionID]" />
        <Output Type="CompanyName" Passes="0" Value="[CompanyName]" />
        <Output Type="ContactUrl" Passes="0" Value="https://crm.prospect365.com/view/SingleCompany/[DivisionID]" />
        <Output Type="EntityId" Passes="0" Value="[DivisionID]" />
        <Output Type="EntityType" Passes="0" Value="company" />
        <Output Type="PhoneBusiness" Passes="0" Value="[PhoneNumber]" />
      </Outputs>
    </Scenario>
    <Scenario Id="LookupByEmail" Type="REST">
      <Request Url="https://crm-odata-v1.prospect365.com/Contacts?$filter=Email eq '[Email]'&amp;$select=ContactId,Forename,Surname,Email,PhoneNumber,MobilePhoneNumber&amp;$expand=Division($select=Name)" MessagePasses="0" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json">
        <Headers>
          <Value Key="Authorization" Passes="0" Type="String">Bearer [Bearer Token]</Value>
        </Headers>
      </Request>
      <Rules>
        <Rule Type="Any">value.ContactID</Rule>
      </Rules>
      <Variables>
        <Variable Name="ContactID" Path="value.ContactId">
          <Filter />
        </Variable>
        <Variable Name="FirstName" Path="value.Forename">
          <Filter />
        </Variable>
        <Variable Name="LastName" Path="value.Surname">
          <Filter />
        </Variable>
        <Variable Name="CompanyName" Path="value.Division.Name">
          <Filter />
        </Variable>
        <Variable Name="Email" Path="value.Email">
          <Filter />
        </Variable>
        <Variable Name="PhoneMobile" Path="value.MobilePhoneNumber">
          <Filter />
        </Variable>
        <Variable Name="PhoneNumber" Path="value.PhoneNumber">
          <Filter />
        </Variable>
      </Variables>
      <Outputs AllowEmpty="false">
        <Output Type="ContactID" Passes="0" Value="[ContactID]" />
        <Output Type="FirstName" Passes="0" Value="[FirstName]" />
        <Output Type="LastName" Passes="0" Value="[LastName]" />
        <Output Type="CompanyName" Passes="0" Value="[CompanyName]" />
        <Output Type="Email" Passes="0" Value="[Email]" />
        <Output Type="PhoneMobile" Passes="0" Value="[PhoneMobile]" />
        <Output Type="ContactUrl" Passes="0" Value="https://crm.prospect365.com/view/Contact/[ContactID]" />
        <Output Type="EntityId" Passes="0" Value="[ContactID]" />
        <Output Type="EntityType" Passes="0" Value="contact" />
        <Output Type="PhoneBusiness" Passes="0" Value="[PhoneNumber]" />
      </Outputs>
    </Scenario>
    <Scenario Id="ReportCall" Type="REST">
      <Request SkipIf="[IIf([ReportCallEnabled]!=True||[EntityId]==&quot;&quot;,True,[IIf([CallType]!=Inbound,True,False)])]" Url="https://crm-odata-v1.prospect365.com/Notepads" MessagePasses="0" RequestContentType="application/json" RequestEncoding="Json" RequestType="Post" ResponseType="Json">
        <Headers>
          <Value Key="Authorization" Passes="0" Type="String">Bearer [Bearer Token]</Value>
        </Headers>
        <PostValues Key="">
          <Value Key="ContactId" If="[EntityType]==contact" Passes="1" Type="String">[EntityId]</Value>
          <Value Key="DivisionId" If="[EntityTyped]==company" Passes="1" Type="String">[EntityId]</Value>
          <Value Key="DateTime" Passes="1" Type="String">[[CallStartTimeUTC].ToString("yyyy-MM-ddTHH:mm:sssZ")]</Value>
          <Value Key="Text" Passes="2" Type="String">[[InboundCallText]]</Value>
        </PostValues>
      </Request>
      <Variables />
....
Code trimmed
Click to expand...
Found a typo and now it works!
<Value Key="DivisionId" If="[EntityTyped]==company" Passes="1" Type="String">[EntityId]</Value>
 
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The EntityType and EntityId outputs generated during contact lookup are attached to the call, and are available during the ReportCall scenario.
 
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