Medical CRM + 3CX

[drsam.theme]

Greetings!
It was not an easy task.
There is a CRM medical system.
It is necessary that when there is an incoming call, the patient's card by phone number is opened.
On the other side, the CPM connector listens with the following parameters:
{
"Address": "+",
"Port": 8004,
"ApiBaseAddress": "pbx_IP",
"OriginateCallApiTemplate": "agc/api.php?source=[ip]&user=apiuser&pass=apiuser&agent_user={Channel}&function=external_dial&value={NumberToCall}&phone_code=1&focus=YES&preview=NO&search=YES",
"ApiHangupSequence": null,
"CallRecordIntegration": 0
}
What to configure in 3cx for this integration. CRM developers don't want to help set up 3cx. They just say that a webhook is needed. I am far from API integrations. Please help.
Thank you!
I use 3cx v18 version.

 

[Evolute IT]

We might be able to help for this.

 

[drsam.theme]

Having understood the problem a little, I realized that I need 3cx to send such a request when there is an incoming call. If I manually send such a request from Postman, the patient’s card pops up in the CRM. All that remains is to teach 3cx how to send such a request when there is an incoming call.
http://[IP+Listening_port_CRM]/RegisterIncomingCall?operatorId=[operator Id]&callingNumber=[calling number in NNNNNNNNNNNN format]

 

[drsam.theme]

Achieved success using a template generator. But the parameter [number] transmits only the last 7 digits to the CRM, where is this regulated?

 

[Evolute IT]

Achieved success using a template generator. But the parameter [number] transmits only the last 7 digits to the CRM, where is this regulated?

Admin > System > Contacts > Options (v20)
Console > Advanced > Contacts > Options (v18)

 

[drsam.theme]

Admin > System > Contacts > Options (v20)
Console > Advanced > Contacts > Options (v18)

Wow! Super! It worked! Thank you very much for the hint.)

 

[drsam.theme]

Maybe someone can tell me how to work with exceptions. Now the request is processed for incoming and outgoing calls. I want to exclude outgoing calls. There is an option in the Template Generator. I just don't know how to use it correctly. I tried this, it doesn't work.
Request SkipIf="[CallType]=“Outbound”"

Thank)

 

[edossantos_sipcaller]

You should use:
SkipIf="[CallType]=="Outbound""

 

[Farteck_Solutions]

@edossantos_sipcaller I have been reading most of your replies. Great inputs.
My only concern is that your sipcaller is a lil expensive compared to PBX (3cx) SCs.

Well if pricing is also considered and optimized, I am sure I would have moved all my auto dialer to the sipcaller platform. But it looks even more expensive than what I pay for 3CX

 

[edossantos_sipcaller]

@edossantos_sipcaller I have been reading most of your replies. Great inputs.
My only concern is that your sipcaller is a lil expensive compared to PBX (3cx) SCs.

Well if pricing is also considered and optimized, I am sure I would have moved all my auto dialer to the sipcaller platform. But it looks even more expensive than what I pay for 3CX

Hello @Farteck_Solutions, thanks for your feedback. I understand your concern. Please note that the pricing of SIP Caller is related to the number of simultaneous calls that you will use for the dialer, and not the PBX. For example, you could have a 3CX with a 32SC license, but you only need to make 8 simultaneous calls with SIP Caller, so you will need to subscribe to an 8SC plan with us, not 32SC.

Also, we're including hosting and text to speech costs with the subscription.

You also need to note that 3CX is a more general product, that will be used by a much wider audience. As our audience is restricted to users needing a specific functionality, we need to charge more for our service to cover our operational costs.

Finally, you mentioned that you have many dialers, please note that we have a partners program, which will give you very interesting discounts. So let's get in touch so we can discuss further.

 

[drsam.theme]

You should use:
SkipIf="[CallType]=="Outbound""

I tried your recommendation, all calls are still logged. Please look, I'm using it correctly:
<Scenario Id="" Type="REST">
<Request SkipIf="[CallType]==&quot;Outbound&quot;" Url="http://10.160.25.51:8004/RegisterIncomingCall?operatorId=8000&amp;callingNumber=[Number]"

Thanks

 

[Evolute IT]

I tried your recommendation, all calls are still logged. Please look, I'm using it correctly:
<Scenario Id="" Type="REST">
<Request SkipIf="[CallType]==&quot;Outbound&quot;" Url="http://10.160.25.51:8004/RegisterIncomingCall?operatorId=8000&amp;callingNumber=[Number]"

Thanks

[CallDirection] instead. Since you're doing it on the lookup scenario.

 

[edossantos_sipcaller]

Yes, correct, as @ConceptsWeb mentioned, the [CallType] variable is available during Call Journaling. For contact lookup you need to use [CallDirection]. Here are all the variables you have available:
https://www.3cx.com/docs/crm-template-xml-description/#h.vcivldjsa1lz

 

[drsam.theme]

Super! Thanks a lot! Everything is working!

 

[drsam.theme]

Help me please!
It was necessary to transfer the PBX to another server. I made a backup-restore, after which the integration stopped working. When you press the "Test" button, information comes to the CRM, but when there is an incoming call it is silent.

 

[edossantos_sipcaller]

Help me please!
It was necessary to transfer the PBX to another server. I made a backup-restore, after which the integration stopped working. When you press the "Test" button, information comes to the CRM, but when there is an incoming call it is silent.

So no contact is found when you receive an inbound call? Maybe the setting in Admin > System > Phonebook > Options > Match exactly? Otherwise, you will need to enable verbose logs, make a test call, and check the 3cxSystemService.log file to understand what's going on.

 

[drsam.theme]

The issue was resolved by reinstalling the server and configuring it manually. Thank you!

 

[digitalMD]

CRM medical system.

which one ?

 

[drsam.theme]

which one ?

DocDream

 

[digitalMD]

DocDream

Looks like it's in development.
https://docdream.com/index.php/en/docdream/emr