Product Events
These are Freshsales events, such as contact create, deal update, and lead create and so on, which can trigger apps. When product events occur, the appropriate method in the server.js file is invoked.
Note:
1. You need to have CLI v5.0.0 to use this feature. For more information on how to get the latest version, click here.
2. The serverless component of the app is executed in sandbox mode where some methods, such as setTimeout and setInterval, cannot be used.
Payload
When a supported product event occurs, the corresponding method in the server.js file is invoked and the following payload is passed to the app.
Copied Copy1 2 3 4 5 6 7 8 9 10 11 12 13 14 | { "account_id" : "value", "domain" : "value", "event" : "value", "region" : "value", "timestamp" : "value", "data" : { //“data” contains the list of objects related to the event. }, "iparams" : { "Param1" : "value", "Param2" : "value" } } |
The following table lists the payload attributes.
| Attribute | Type | Description |
|---|---|---|
| account_id | number | Freshsales account ID. |
| domain | string | Freshsales account domain. |
| event | string | Name of the event. |
| region | string | Region where the app is installed, will be either "US", "IND", "EUC", or "AUS". |
| timestamp | number | App installation timestamp in the epoch format. |
| iparams | object | Installation parameters. |
Registration
When a product event occurs, an event listener is required for the appropriate method to be invoked. This is done in the following format.
server.js Copied Copy1 2 3 4 5 6 7 8 9 | exports = { events: [ { event: "eventName", callback: "eventCallbackMethod" } ], eventCallbackMethod: function(payload) { //Multiple events can access the same callback console.log("Logging arguments from the event: " + JSON.stringify(payload)); } } |
Note:
1. Include the event and callback definition in the exports block.
2. Include only one callback method for an event.
onContactCreate
When a contact is created, the onContactCreate event is invoked and the registered callback method is executed.
Use the following format to include the event in the server.js file.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onContactCreate", callback: "onContactCreateCallback" } ], onContactCreateCallback: function(payload) { console.log("Logging arguments from onContactCreate event: " + JSON.stringify(payload)); } } |
1 2 3 4 5 6 7 8 9 10 | exports = { events: [ { event: "onContactCreate", callback: "onContactCreateCallback" } ], onContactCreateCallback: function(payload) { console.log("Logging arguments from onContactCreate event: " + JSON.stringify(payload)); //Print the new contact and email. console.log("Contact name - ", payload.data.contact.name, "\n email - ", payload.data.contact.email); } } |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 | { "iparams": {}, "region": "US", "data": { "contact": { "open_deals_amount": { "label": "Open deals amount", "dom_type": "decimal", "value": "0.0" }, "first_name": { "label": "First name", "type": "text", "value": "po" }, "city": { "label": "City", "type": "text", "value": null }, "zipcode": { "label": "Zipcode", "type": "text", "value": null }, "name": { "label": "Name", "dom_type": "text", "value": "po dsg" }, "custom_fields": [], "first_assigned_at": { "label": "First assigned at", "dom_type": "date_time", "value": "2019-07-29T05:17:56Z" }, "avatar": null, "last_contacted_mode": { "label": "Last contacted mode", "type": "dropdown", "value": null }, "state": { "label": "State", "type": "text", "value": null }, "lead_source_id": { "label": "Source", "type": "dropdown", "value": null }, "job_title": { "label": "Job title", "type": "text", "value": null }, "tags": { "label": "Tags", "type": "auto_complete", "value": [] }, "linkedin": { "label": "LinkedIn", "type": "text", "value": null }, "import_csv_id": { "label": "Import label", "dom_type": "text", "value": null }, "creator_id": { "label": "Created by", "type": "dropdown", "value": 14266 }, "won_deals_amount": { "label": "Won deals amount", "dom_type": "decimal", "value": "0.0" }, "active_sales_sequences": { "label": "Active sales campaigns", "type": "multi_select_dropdown", "value": null }, "owner_id": { "label": "Owner", "type": "dropdown", "value": 14266 }, "contact_status_id": { "label": "Status", "type": "dropdown", "value": null }, "lead_quality": { "label": "Lead quality", "type": "dropdown", "value": "Cold" }, "is_deleted": false, "last_assigned_at": { "label": "Last assigned at", "type": "date_time", "value": "2019-07-29T05:17:56Z" }, "country": { "label": "Country", "type": "text", "value": null }, "medium": { "label": "Medium", "type": "text", "value": null }, "keyword": { "label": "Keyword", "type": "text", "value": null }, "department": { "label": "Department", "type": "text", "value": null }, "id": 505742, "territory_id": { "label": "Territory", "type": "dropdown", "value": null }, "email_status": { "label": "Email status", "type": "dropdown", "value": null }, "facebook": { "label": "Facebook", "type": "text", "value": null }, "last_contacted": { "label": "Last contacted time", "type": "date_time", "value": null }, "last_name": { "label": "Last name", "type": "text", "value": "dsg" }, "last_contacted_via_sales_activity": { "label": "Last activity date", "type": "date_time", "value": null }, "status": "Active", "address": { "label": "Address", "type": "text", "value": null }, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-07-29T05:17:55Z" }, "do_not_disturb": { "label": "Do not disturb", "type": "checkbox", "value": false }, "import_id": null, "sales_account_ids": [], "twitter": { "label": "Twitter", "type": "text", "value": null }, "recent_note": { "label": "Recent note", "type": "paragraph", "value": null }, "has_authority": { "label": "Has authority", "type": "checkbox", "value": false }, "merged_to": 0, "emails": { "label": "Emails", "type": "group_field", "value": [] }, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-07-29T06:01:16Z" }, "work_number": { "label": "Work", "type": "phone_number", "value": null }, "last_contacted_via_chat": { "label": "Last contacted via chat", "type": "date_time", "value": null }, "first_contacted": { "label": "First contacted", "dom_type": "date_time", "value": null }, "last_contacted_sales_activity_mode": { "label": "Last activity type", "type": "dropdown", "value": null }, "lead_score": { "label": "Lead score", "type": "number", "value": 1 }, "completed_sales_sequences": { "label": "Completed sales campaigns", "type": "multi_select_dropdown", "value": null }, "campaign_id": { "label": "Campaign", "type": "dropdown", "value": null }, "last_seen": { "label": "Last seen", "type": "date_time", "value": null }, "time_zone": { "label": "Time zone", "type": "dropdown", "value": null }, "updater_id": { "label": "Updated by", "type": "dropdown", "value": 14266 }, "web_form_ids": { "label": "Web forms", "type": "multi_select_dropdown", "value": null }, "mobile_number": { "label": "Mobile", "type": "phone_number", "value": null } }, "associations": { "source": null, "campaign": null, "creator": { "deal_pipeline_id": 1316, "name": "Rachel john", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "territory": null, "contact_status": null, "owner": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "updater": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "sales_accounts": [] }, "changes": { "model_changes": { "first_name": ["poopsrdtfgyujiko", "po"], "updater_id": [null, 14266], "updated_at": ["2019-07-29T05:17:55Z", "2019-07-29T06:01:16Z"] }, "system_changes": {}, "misc_changes": {} } }, "account_id": "1549604389", "domain": "rachel.fsales.io", "event": "onContactUpdate", "timestamp": 1564380076.151892, "version": "2.0" } |
The following table lists the attributes of the contact object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| open_deals_amount | number | Sum of all the open deals associated with the contact. |
| first_name | string | First name of the contact. |
| last_name | string | Last name of the contact. |
| city | string | City where the contact resides. |
| zipcode | string | Zipcode. |
| name | string | First and last name of the contact. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| first_assigned_at | datetime | First assigned timestamp. |
| avatar | string | Avatar URL. |
| last_contacted_mode | string | Last mode of contact. The values are: Email Incoming, Email Outgoing, Call Incoming, Call Outgoing, Email Opened, Chat, and Sales Activity. |
| state | string | State where the contact resides. |
| lead_source_id | number | ID of the source. |
| job_title | string | Job title of the contact. |
| tags | array of strings | Tags associated with this contact. |
| string | Linkedin address of the contact. | |
| import_csv_id | string | Reference of all imports that this contact was part of. |
| creator_id | number | ID of the user who created the contact. |
| won_deals_amount | string | Sum of all won deals associated with the contact. |
| active_sales_sequences | array of numbers | Active sales campaigns that this contact was part of. |
| owner_id | number | User who owns the record. |
| contact_status_id | number | ID of the contact status. |
| lead_quality | string | Category to which the lead belongs to. |
| is_deleted | boolean | Set to 'true' if contact is deleted. |
| last_assigned_at | datetime | Last assigned timestamp. |
| country | string | Country of the contact. |
| medium | string | Medium tracked in UTM. |
| keyword | string | Keyword tracked in UTM. |
| department | string | Department of the contact. |
| id | number | ID of the contact. |
| territory_id | number | ID of the territory. |
| email_status | string | Status of the email: active, invalid, or bounced. |
| string | Facebook ID. | |
| last_contacted | datetime | Last contacted timestamp. |
| last_contacted_via_sales_activity | datetime | Last contacted timestamp (through sales activity). |
| status | string | Status of the contact. The values are: active, merged, or deleted. |
| address | string | Address of the contact. |
| created_at | datetime | Contact creation timestamp. |
| do_not_disturb | boolean | Set to 'true' if contact is not to be disturbed. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| sales_account_ids | array of numbers | IDs of the sales account associated with this contact. |
| string | Twitter handle of the contact. | |
| recent_note | string | Recently added note against the contact. |
| has_authority | boolean | Set to 'true' if contact has authority to make decisions. |
| merged_to | array of numbers | Reference of secondary contacts merged to the primary contact. |
| emails | array of strings | Primary and secondary emails associated with this contact. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Telephone number of the contact. |
| last_contacted_via_chat | datetime | Last contacted via chat timestamp. |
| first_contacted | datetime | First contacted timestamp. |
| last_contacted_sales_activity_mode | string | Last mode of sales activity rendered to the contact. |
| lead_score | number | Score to qualify a contact. |
| completed_sales_sequences | array of numbers | Completed sales sequences that this contact was part of. |
| campaign_id | string | ID of the UTM campaign. |
| last_seen | datetime | Last seen timestamp. |
| time_zone | string | Time zone of the contact. |
| updater_id | number | ID of the user who updated the contact. |
| web_form_ids | array of numbers | Forms through which this record was captured. |
| mobile_number | number | Mobile number of the contact. |
| associations | object | Associations of the contact. |
| changes | object | Details of changes made. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| source | string | Source details of this contact. |
| campaign | string | UTM campaign. |
| creator | object | Details of contact creator. |
| territory | string | Territory of the contact. |
| contact_status | string | Qualification status of the contact. |
| owner | object | Details of the contact owner. |
| updater | object | Details of the contact updater. |
| sales_accounts | array of numbers | Sales accounts of the contact. |
The following table lists the attributes of the user object. Here, the user can be the owner, updater, or creator.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that this user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
onContactUpdate
When a contact is updated, the onContactUpdate event is invoked and the registered callback method is executed.
Note: This event is not triggered when an existing contact is converted to an lead.
Use the following format to include the event in the server.js file.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onContactUpdate", callback: "onContactUpdateCallback" } ], onContactUpdateCallback: function(payload) { console.log("Logging arguments from onContactUpdate event: " + JSON.stringify(payload)); } } |
Sample Code Copied Copy
1 2 3 4 5 6 7 8 9 10 11 | exports = { events: [ { event: "onContactUpdate", callback: "onContactUpdateCallback" } ], onContactUpdateCallback: function(payload) { console.log("Logging arguments from onContactUpdate event: " + JSON.stringify(payload)); //Finding fields that are changed. var changes = payload.data.contact.changes; // Your code to work with changes. } } |
Sample Payload
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 | "iparams": {}, "region": "US", "data": { "contact": { "open_deals_amount": { "label": "Open deals amount", "dom_type": "decimal", "value": "0.0" }, "first_name": { "label": "First name", "type": "text", "value": "passshjjn" }, "city": { "label": "City", "type": "text", "value": null }, "zipcode": { "label": "Zipcode", "type": "text", "value": null }, "name": { "label": "Name", "dom_type": "text", "value": "passshjjn dsg" }, "custom_fields": [], "first_assigned_at": { "label": "First assigned at", "dom_type": "date_time", "value": "2019-07-29T05:17:56Z" }, "avatar": null, "last_contacted_mode": { "label": "Last contacted mode", "type": "dropdown", "value": null }, "state": { "label": "State", "type": "text", "value": null }, "lead_source_id": { "label": "Source", "type": "dropdown", "value": null }, "job_title": { "label": "Job title", "type": "text", "value": null }, "tags": { "label": "Tags", "type": "auto_complete", "value": [] }, "linkedin": { "label": "LinkedIn", "type": "text", "value": null }, "import_csv_id": { "label": "Import label", "dom_type": "text", "value": null }, "creator_id": { "label": "Created by", "type": "dropdown", "value": 14266 }, "won_deals_amount": { "label": "Won deals amount", "dom_type": "decimal", "value": "0.0" }, "active_sales_sequences": { "label": "Active sales campaigns", "type": "multi_select_dropdown", "value": null }, "owner_id": { "label": "Owner", "type": "dropdown", "value": 14266 }, "contact_status_id": { "label": "Status", "type": "dropdown", "value": null }, "lead_quality": { "label": "Lead quality", "type": "dropdown", "value": "Cold" }, "is_deleted": false, "last_assigned_at": { "label": "Last assigned at", "type": "date_time", "value": "2019-07-29T05:17:56Z" }, "country": { "label": "Country", "type": "text", "value": null }, "medium": { "label": "Medium", "type": "text", "value": null }, "keyword": { "label": "Keyword", "type": "text", "value": null }, "department": { "label": "Department", "type": "text", "value": null }, "id": 505742, "territory_id": { "label": "Territory", "type": "dropdown", "value": null }, "email_status": { "label": "Email status", "type": "dropdown", "value": null }, "facebook": { "label": "Facebook", "type": "text", "value": null }, "last_contacted": { "label": "Last contacted time", "type": "date_time", "value": null }, "last_name": { "label": "Last name", "type": "text", "value": "dsg" }, "last_contacted_via_sales_activity": { "label": "Last activity date", "type": "date_time", "value": null }, "status": "Active", "address": { "label": "Address", "type": "text", "value": null }, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-07-29T05:17:55Z" }, "do_not_disturb": { "label": "Do not disturb", "type": "checkbox", "value": false }, "import_id": null, "sales_account_ids": [], "twitter": { "label": "Twitter", "type": "text", "value": null }, "recent_note": { "label": "Recent note", "type": "paragraph", "value": null }, "has_authority": { "label": "Has authority", "type": "checkbox", "value": false }, "merged_to": 0, "emails": { "label": "Emails", "type": "group_field", "value": [] }, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-12T12:59:55Z" }, "work_number": { "label": "Work", "type": "phone_number", "value": null }, "last_contacted_via_chat": { "label": "Last contacted via chat", "type": "date_time", "value": null }, "first_contacted": { "label": "First contacted", "dom_type": "date_time", "value": null }, "last_contacted_sales_activity_mode": { "label": "Last activity type", "type": "dropdown", "value": null }, "lead_score": { "label": "Lead score", "type": "number", "value": 1 }, "completed_sales_sequences": { "label": "Completed sales campaigns", "type": "multi_select_dropdown", "value": null }, "campaign_id": { "label": "Campaign", "type": "dropdown", "value": null }, "last_seen": { "label": "Last seen", "type": "date_time", "value": null }, "time_zone": { "label": "Time zone", "type": "dropdown", "value": null }, "updater_id": { "label": "Updated by", "type": "dropdown", "value": 14266 }, "web_form_ids": { "label": "Web forms", "type": "multi_select_dropdown", "value": null }, "mobile_number": { "label": "Mobile", "type": "phone_number", "value": null } }, "associations": { "source": null, "campaign": null, "creator": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "territory": null, "contact_status": null, "owner": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "updater": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "sales_accounts": [] }, "changes": { "model_changes": { "first_name": ["po", "passshjjn"], "updated_at": ["2019-07-29T06:01:16Z", "2019-08-12T12:59:55Z"] }, "system_changes": {}, "misc_changes": {} } }, "account_id": "1549604389", "domain": "rachel.fsales.io", "event": "onContactUpdate", "timestamp": 1565614795.8707037, "version": "2.0" } |
The changes field is passed along with the payload. When a contact is deleted, the is_deleted field is set to 'true'.
The following table lists the attributes of the contact object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| open_deals_amount | number | Sum of all the open deals associated with the contact. |
| first_name | string | First name of the contact. |
| last_name | string | Last name of the contact. |
| city | string | City where the contact resides. |
| zipcode | string | Zipcode. |
| name | string | First and last name of the contact. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| first_assigned_at | datetime | First assigned timestamp. |
| avatar | string | Avatar URL. |
| last_contacted_mode | string | Last mode of contact. The values are: Email Incoming, Email Outgoing, Call Incoming, Call Outgoing, Email Opened, Chat, and Sales Activity. |
| state | string | State where the contact resides. |
| lead_source_id | number | ID of the source. |
| job_title | string | Job title of the contact. |
| tags | array of strings | Tags associated with this contact. |
| string | Linkedin address of the contact. | |
| import_csv_id | string | Reference of all imports that this contact is part of. |
| creator_id | number | ID of the user who created the contact. |
| won_deals_amount | string | Sum of all won deals associated with the contact. |
| active_sales_sequences | array of numbers | Active sales campaigns that this contact was part of. |
| owner_id | number | User who owns the record. |
| contact_status_id | number | ID of the contact status. |
| lead_quality | string | Category to which the lead belongs to. |
| is_deleted | boolean | Set to 'true' if contact is deleted. |
| last_assigned_at | datetime | Last assigned timestamp. |
| country | string | Country of the contact. |
| medium | string | Medium tracked in UTM. |
| keyword | string | Keyword tracked in UTM. |
| department | string | Department of the contact. |
| id | number | ID of the contact. |
| territory_id | number | ID of the territory. |
| email_status | string | Status of the email: active, invalid, or bounced. |
| string | Facebook ID. | |
| last_contacted | datetime | Last contacted timestamp. |
| last_contacted_via_sales_activity | datetime | Last contacted timestamp (through sales activity). |
| status | string | Status of the contact. The values are: active, merged, or deleted. |
| address | string | Address of the contact. |
| created_at | datetime | Contact creation timestamp. |
| do_not_disturb | boolean | Set to 'true' if contact is not to be disturbed. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| sales_account_ids | array of numbers | IDs of the sales account associated with this contact. |
| string | Twitter handle of the contact. | |
| recent_note | string | Recently added note against the contact. |
| has_authority | boolean | Set to 'true' if contact has authority to make decisions. |
| merged_to | array of numbers | Reference of secondary contacts merged to the primary contact. |
| emails | array of strings | Primary and secondary emails associated with this contact. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Telephone number of the contact. |
| last_contacted_via_chat | datetime | Last contacted via chat timestamp. |
| first_contacted | datetime | First contacted timestamp. |
| last_contacted_sales_activity_mode | string | Last mode of sales activity rendered to the contact. |
| lead_score | number | Score to qualify a contact. |
| completed_sales_sequences | array of numbers | Completed sales sequences that this contact was part of. |
| campaign_id | string | ID of the UTM campaign. |
| last_seen | datetime | Last seen timestamp. |
| time_zone | string | Time zone of the contact. |
| updater_id | number | ID of the user who updated the contact. |
| web_form_ids | array of numbers | Forms through which this record was captured. |
| mobile_number | number | Mobile number of the contact. |
| associations | object | Associations of the contact. |
| changes | object | Details of changes made. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| source | string | Source details of this contact. |
| campaign | string | UTM campaign. |
| creator | object | Details of contact creator. |
| territory | string | Territory of the contact. |
| contact_status | string | Qualification status of the contact. |
| owner | object | Details of the contact owner. |
| updater | object | Details of the contact updater. |
| sales_accounts | array of numbers | Sales accounts of the contact. |
The following table lists the attributes of the user object. Here, the user can be the owner, updater, or creator.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that this user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
The following table lists the attributes of the changes object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| model_changes | object | All changes made in the details of default and custom fields. |
| system_changes | string | Changes performed by the system. |
| misc_changes | string | Miscellaneous changes made. |
onDealCreate
When a deal is created, the onDealCreate event is invoked and the registered callback method is executed.
Use the following format to include the event in the server.js file.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onDealCreate", callback: "onDealCreateCallback" } ], onDealCreateCallback: function(payload) { console.log("Logging arguments from onDealCreate event: " + JSON.stringify(payload)); } } |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 | { "iparams": {}, "region": "US", "data": { "deal": { "deal_pipeline_id": { "label": "Deal pipeline", "type": "dropdown", "value": 1316 }, "deal_product_id": { "label": "Product", "type": "dropdown", "value": null }, "name": { "label": "Name", "type": "text", "value": "rachel" }, "custom_fields": [], "upcoming_activities_time": { "label": "Upcoming activities", "type": "date_time", "value": null }, "deal_type_id": { "label": "Type", "type": "dropdown", "value": null }, "first_assigned_at": { "label": "First assigned at", "dom_type": "date_time", "value": "2019-08-12T14:27:01Z" }, "web_form_id": { "label": "Web form", "type": "dropdown", "value": null }, "contact_ids": [], "lead_source_id": { "label": "Source", "type": "dropdown", "value": null }, "tags": { "label": "Tags", "type": "auto_complete", "value": [] }, "import_csv_id": { "label": "Import label", "dom_type": "text", "value": null }, "creator_id": { "label": "Created by", "type": "dropdown", "value": 14266 }, "active_sales_sequences": { "label": "Active sales campaigns", "type": "multi_select_dropdown", "value": null }, "owner_id": { "label": "Owner", "type": "dropdown", "value": 13479 }, "is_deleted": false, "last_assigned_at": { "label": "Last assigned at", "type": "date_time", "value": "2019-08-12T14:27:01Z" }, "expected_close": { "label": "Expected close date", "type": "date", "value": null }, "won_from": null, "age": { "label": "Age (in days)", "type": "number", "value": null }, "amount": { "label": "Deal value", "type": "decimal", "value": "0.0" }, "deal_stage_id": { "label": "Deal stage", "type": "dropdown", "value": 9519 }, "base_currency_amount": { "label": "Deal value in Base Currency", "type": "decimal", "value": "0.0" }, "id": 560340, "deal_reason_id": { "label": "Lost reason", "type": "dropdown", "value": null }, "territory_id": { "label": "Territory", "type": "dropdown", "value": null }, "last_contacted_via_sales_activity": { "label": "Last activity date", "type": "date_time", "value": null }, "sales_account_id": { "label": "Account name", "type": "auto_complete", "value": null }, "deal_payment_status_id": { "label": "Payment status", "type": "dropdown", "value": null }, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-08-12T14:27:00Z" }, "import_id": null, "expected_deal_value": { "label": "Expected deal value", "type": "decimal", "value": "0.0" }, "currency_id": { "label": "Currency", "type": "dropdown", "value": 338 }, "recent_note": { "label": "Recent note", "type": "paragraph", "value": null }, "stage_updated_time": { "label": "Deal stage updated at", "type": "date_time", "value": "2019-08-12T14:27:00Z" }, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-12T14:27:00Z" }, "last_contacted_sales_activity_mode": { "label": "Last activity type", "type": "dropdown", "value": null }, "completed_sales_sequences": { "label": "Completed sales campaigns", "type": "multi_select_dropdown", "value": null }, "campaign_id": { "label": "Campaign", "type": "dropdown", "value": null }, "closed_date": { "label": "Closed date", "type": "date", "value": null }, "lost_from": null, "deal_prediction_tag": { "label": "Deal Prediction", "dom_type": "text", "value": null }, "updater_id": { "label": "Updated by", "type": "dropdown", "value": null }, "probability": { "label": "Probability (%)", "type": "decimal", "value": 100 } }, "associations": { "source": null, "deal_payment_status": null, "campaign": null, "deal_pipeline": { "id": 1316, "name": "Default Pipeline", "position": 1, "is_default": true }, "contacts": [], "creator": { "deal_pipeline_id": 1316, "name": "Rachel", "is_active": true, "email": "rachel@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "sales_account": null, "deal_stage": { "id": 9519, "name": "New", "position": 1, "forecast_type": "Open" }, "territory": null, "deal_product": null, "currency": { "id": 338, "currency_code": "USD", "exchange_rate": "1.0" }, "owner": { "deal_pipeline_id": 1316, "name": "guru guru", "is_active": true, "email": "rachel.doe@freshworks.com", "job_title": null, "id": 13479, "created_at": "2019-07-11T08:34:27Z", "type": "user", "updated_at": "2019-07-11T08:36:27Z", "work_number": "125125", "time_zone": "UTC", "mobile_number": "+1 (866) 832-3090" }, "updater": null, "deal_reason": null, "deal_type": null } }, "account_id": "1549604389", "domain": "rachel.fsales.io", "event": "onDealCreate", "timestamp": 1565620020.7590804, "version": "2.0" } |
The following table lists the attributes of the deal object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipeline. |
| deal_product_id | number | ID of the product that the deal is associated with. |
| name | string | Name of the deal. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| upcoming_activities_time | datetime | Timestamp for next scheduled activity. |
| deal_type_id | number | ID of the deal type. |
| first_assigned_at | datetime | First assigned timestamp of the deal. |
| web_form_id | number | Form through which this deal was captured. |
| contact_ids | array of numbers | IDs of contacts associated with this deal. |
| lead_source_id | number | ID of the source of the deal. |
| tags | array of strings | Tags associated with this deal. |
| import_csv_id | string | Reference of all imports that this deal was part of. |
| creator_id | number | ID of the user who created the deal. |
| active_sales_sequences | array of numbers | Active sales campaigns that this deal was part of. |
| owner_id | number | User who owns the record. |
| is_deleted | boolean | Set to 'true' if deal is deleted. |
| last_assigned_at | datetime | Last assigned timestamp. |
| expected_close | date | Expected close date of the deal. |
| won_from | string | Stage from which deal was won. |
| age | number | Time elapsed (in days) since the creation of the deal. |
| amount | number | Value of the deal. |
| deal_stage_id | number | ID of the deal stage. |
| base_currency_amount | number | Deal amount converted to base currency configured by admin. |
| id | number | ID of the deal. |
| deal_reason_id | number | ID of the reason why the deal was lost. |
| territory_id | number | ID of the territory. |
| last_contacted_via_sales_activity | datetime | Last contacted timestamp (through sales activity). |
| sales_account_id | string | ID of sales account associated with this deal. |
| deal_payment_status_id | number | ID of deal payment status. |
| created_at | datetime | Created timestamp. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| expected_deal_value | number | Expected deal amount. |
| currency_id | number | ID of currency associated with the deal. |
| recent_note | string | Recently added note against the deal. |
| stage_updated_time | datetime | Timestamp when the deal stage was updated. |
| updated_at | datetime | Updated timestamp. |
| last_contacted_sales_activity_mode | string | Last mode of sales activity rendered for the deal. |
| completed_sales_sequences | array of numbers | Completed sales sequences that this deal was part of. |
| campaign_id | string | ID of the UTM campaign. |
| closed_date | datetime | Closed date of the deal. |
| lost_from | string | Stage where the deal was lost. |
| updater_id | number | ID of the user who updated the deal. |
| probability | number | Probability of closing the deal. |
| associations | object | Associations of the deal. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| source | string | Source details of this deal. |
| deal_payment_status | string | Status of the deal payment. |
| campaign | string | UTM campaign. |
| deal_pipeline | object | Details of deal pipeline. |
| contacts | array of strings | Contacts associated with this deal. |
| creator | object | Details of the deal creator. |
| deal_stage | object | Details of the deal stage. |
| territory | string | Location of the deal. |
| deal_product | string | Product that the deal is associated with. |
| currency | object | Details of the deal currency. |
| owner | object | Details of the deal owner. |
| updater | string | User who updated the deal. |
| deal_reason | string | Reason why the deal was lost. |
| deal_type | string | Type of deal. |
The following table lists the attributes of the user object. Here, the user can be the owner or creator.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that the user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
The following table lists the attributes of the deal_pipeline object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of the deal pipeline. |
| name | string | Name of the deal pipeline. |
| position | number | Position of the deal. |
| is_default | boolean | Set to 'true' for the default pipeline. |
The following table lists the attributes of the deal_stage object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of the deal stage. |
| name | string | Name of the deal stage. |
| position | number | Position of the deal stage. |
| forecast_type | string | Category to which the deal stage belongs to. |
The following table lists the attributes of the currency object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of currency. |
| currency_code | string | Code for the currency. |
| exchange_rate | number | Exchange rate for the currency. |
onDealUpdate
When a deal is updated, the onDealUpdate event is invoked and the registered callback method is executed.
Use the following format to include the event in the server.js file.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onDealUpdate", callback: "onDealUpdateCallback" } ], onDealUpdateCallback: function(payload) { console.log("Logging arguments from onDealUpdate event: " + JSON.stringify(payload)); } } |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 | { "iparams": {}, "region": "US", "data": { "deal": { "deal_pipeline_id": { "label": "Deal pipeline", "type": "dropdown", "value": 1316 }, "deal_product_id": { "label": "Product", "type": "dropdown", "value": null }, "name": { "label": "Name", "type": "text", "value": "super deal" }, "custom_fields": [], "upcoming_activities_time": { "label": "Upcoming activities", "type": "date_time", "value": null }, "deal_type_id": { "label": "Type", "type": "dropdown", "value": null }, "first_assigned_at": { "label": "First assigned at", "dom_type": "date_time", "value": "2019-03-27T13:45:29Z" }, "web_form_id": { "label": "Web form", "type": "dropdown", "value": null }, "contact_ids": [], "lead_source_id": { "label": "Source", "type": "dropdown", "value": null }, "tags": { "label": "Tags", "type": "auto_complete", "value": [] }, "import_csv_id": { "label": "Import label", "dom_type": "text", "value": null }, "creator_id": { "label": "Created by", "type": "dropdown", "value": 3131 }, "active_sales_sequences": { "label": "Active sales campaigns", "type": "multi_select_dropdown", "value": null }, "owner_id": { "label": "Owner", "type": "dropdown", "value": 13479 }, "is_deleted": false, "last_assigned_at": { "label": "Last assigned at", "type": "date_time", "value": "2019-08-13T07:25:29Z" }, "expected_close": { "label": "Expected close date", "type": "date", "value": "2019-03-28" }, "won_from": null, "age": { "label": "Age (in days)", "type": "number", "value": null }, "amount": { "label": "Deal value", "type": "decimal", "value": "100.0" }, "deal_stage_id": { "label": "Deal stage", "type": "dropdown", "value": 9519 }, "base_currency_amount": { "label": "Deal value in Base Currency", "type": "decimal", "value": "100.0" }, "id": 204599, "deal_reason_id": { "label": "Lost reason", "type": "dropdown", "value": null }, "territory_id": { "label": "Territory", "type": "dropdown", "value": null }, "last_contacted_via_sales_activity": { "label": "Last activity date", "type": "date_time", "value": null }, "sales_account_id": { "label": "Account name", "type": "auto_complete", "value": null }, "deal_payment_status_id": { "label": "Payment status", "type": "dropdown", "value": null }, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-03-27T13:45:28Z" }, "import_id": null, "expected_deal_value": { "label": "Expected deal value", "type": "decimal", "value": "100.0" }, "currency_id": { "label": "Currency", "type": "dropdown", "value": 338 }, "recent_note": { "label": "Recent note", "type": "paragraph", "value": null }, "stage_updated_time": { "label": "Deal stage updated at", "type": "date_time", "value": "2019-03-27T13:45:28Z" }, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-13T07:25:28Z" }, "last_contacted_sales_activity_mode": { "label": "Last activity type", "type": "dropdown", "value": null }, "completed_sales_sequences": { "label": "Completed sales campaigns", "type": "multi_select_dropdown", "value": null }, "campaign_id": { "label": "Campaign", "type": "dropdown", "value": null }, "closed_date": { "label": "Closed date", "type": "date", "value": null }, "lost_from": null, "deal_prediction_tag": { "label": "Deal Prediction", "dom_type": "text", "value": null }, "updater_id": { "label": "Updated by", "type": "dropdown", "value": 14266 }, "probability": { "label": "Probability (%)", "type": "decimal", "value": 100 } }, "associations": { "source": null, "deal_payment_status": null, "campaign": null, "deal_pipeline": { "id": 1316, "name": "Default Pipeline", "position": 1, "is_default": true }, "contacts": [], "creator": { "deal_pipeline_id": 1316, "name": "Rachel", "is_active": true, "email": "rachel@freshworks.com", "job_title": null, "id": 3131, "created_at": "2019-02-08T05:39:49Z", "type": "user", "updated_at": "2019-02-08T05:51:40Z", "work_number": "A", "time_zone": "UTC", "mobile_number": null }, "sales_account": null, "deal_stage": { "id": 9519, "name": "New", "position": 1, "forecast_type": "Open" }, "territory": null, "deal_product": null, "currency": { "id": 338, "currency_code": "USD", "exchange_rate": "1.0" }, "owner": { "deal_pipeline_id": 1316, "name": "John", "is_active": true, "email": "john@freshworks.com", "job_title": null, "id": 13479, "created_at": "2019-07-11T08:34:27Z", "type": "user", "updated_at": "2019-07-11T08:36:27Z", "work_number": "125125", "time_zone": "UTC", "mobile_number": "+1 (866) 832-3090" }, "updater": { "deal_pipeline_id": 1316, "name": "Rachel", "is_active": true, "email": "rachel@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "deal_reason": null, "deal_type": null }, "changes": { "model_changes": { "owner_id": [3131, 13479], "updater_id": [3131, 14266], "updated_at": ["2019-06-04T06:38:53Z", "2019-08-13T07:25:28Z"], "last_assigned_at": ["2019-03-27T13:45:29Z", "2019-08-13T07:25:29Z"] }, "system_changes": {}, "misc_changes": {} } }, "account_id": "1549604389", "domain": "rachel.fsales.io", "event": "onDealUpdate", "timestamp": 1565681128.7263405, "version": "2.0" } |
The changes field is passed along with the payload. When a contact is deleted, the is_deleted field is set to 'true'.
The following table lists the attributes of the deal object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipeline. |
| deal_product_id | number | ID of the product that the deal is associated with. |
| name | string | Name of the deal. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| upcoming_activities_time | datetime | Timestamp for next scheduled activity. |
| deal_type_id | number | ID of the deal type. |
| first_assigned_at | datetime | First assigned timestamp of the deal. |
| web_form_id | number | Form through which this deal was captured. |
| contact_ids | array of numbers | IDs of contacts associated with this deal. |
| lead_source_id | number | ID of the source of the deal. |
| tags | array of strings | Tags associated with this deal. |
| import_csv_id | string | Reference of all imports that this deal was part of. |
| creator_id | number | ID of the user who created the deal. |
| active_sales_sequences | array of numbers | Active sales campaigns that this deal was part of. |
| owner_id | number | User who owns the record. |
| is_deleted | boolean | Set to 'true' if deal is deleted. |
| last_assigned_at | datetime | Last assigned timestamp. |
| expected_close | date | Expected close date of the deal. |
| won_from | string | Stage from which deal was won. |
| age | number | Time elapsed (in days) since the creation of the deal. |
| amount | number | Value of the deal. |
| deal_stage_id | number | ID of the deal stage. |
| base_currency_amount | number | Deal amount converted to base currency configured by admin. |
| id | number | ID of the deal. |
| deal_reason_id | number | ID of the reason why the deal was lost. |
| territory_id | number | ID of the territory. |
| last_contacted_via_sales_activity | datetime | Last contacted timestamp (through sales activity). |
| sales_account_id | string | ID of sales account associated with this deal. |
| deal_payment_status_id | number | ID of deal payment status. |
| created_at | datetime | Created timestamp. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| expected_deal_value | number | Expected deal amount. |
| currency_id | number | ID of currency associated with the deal. |
| recent_note | string | Recently added note against the deal. |
| stage_updated_time | datetime | Timestamp when the deal stage was updated. |
| updated_at | datetime | Updated timestamp. |
| last_contacted_sales_activity_mode | string | Last mode of sales activity rendered for the deal. |
| completed_sales_sequences | array of numbers | Completed sales sequences that this deal was part of. |
| campaign_id | string | ID of the UTM campaign. |
| closed_date | datetime | Closed date of the deal. |
| lost_from | string | Stage where the deal was lost. |
| updater_id | number | ID of the user who updated the deal. |
| probability | number | Probability of closing the deal. |
| associations | object | Associations of the deal. |
| changes | object | Details of changes made. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| source | string | Source details of this deal. |
| deal_payment_status | string | Status of the deal payment. |
| campaign | string | UTM campaign. |
| deal_pipeline | object | Details of deal pipeline. |
| contacts | array of strings | Contacts associated with this deal. |
| creator | object | Details of the deal creator. |
| deal_stage | object | Details of the deal stage. |
| territory | string | Location of the deal. |
| deal_product | string | Product that the deal is associated with. |
| currency | object | Details of the deal currency. |
| owner | object | Details of the deal owner. |
| updater | string | User who updated the deal. |
| deal_reason | string | Reason why the deal was lost. |
| deal_type | string | Type of deal. |
The following table lists the attributes of the user object. Here, the user can be the owner or creator.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that the user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
The following table lists the attributes of the deal_pipeline object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of the deal pipeline. |
| name | string | Name of the deal pipeline. |
| position | number | Position of the deal. |
| is_default | boolean | Set to 'true' for the default pipeline. |
The following table lists the attributes of the deal_stage object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of the deal stage. |
| name | string | Name of the deal stage. |
| position | number | Position of the deal stage. |
| forecast_type | string | Category to which the deal stage belongs to. |
The following table lists the attributes of the currency object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of currency. |
| currency_code | string | Code for the currency. |
| exchange_rate | number | Exchange rate for the currency. |
The following table lists the attributes of the changes object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| model_changes | object | All changes made in the details of the default and custom fields. |
| system_changes | string | Changes performed by the system. |
| misc_changes | string | Miscellaneous changes made. |
onLeadCreate
When a new lead is created, the onLeadCreate event is invoked and the registered callback method is executed.
Use the following format to include this event in the server.js file.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onLeadCreate", callback: "onLeadCreateCallback" } ], onLeadCreateCallback: function(payload) { console.log("Logging arguments from onLeadCreate event: " + JSON.stringify(payload)); } } |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 | { "iparams": {}, "region": "US", "data": { "lead": { "first_name": { "label": "First name", "type": "text", "value": "rachel" }, "city": { "label": "City", "type": "text", "value": null }, "zipcode": { "label": "Zipcode", "type": "text", "value": null }, "name": { "label": "Name", "dom_type": "text", "value": "rachel john" }, "custom_fields": [], "first_assigned_at": { "label": "First assigned at", "dom_type": "date_time", "value": "2019-08-13T09:43:57Z" }, "avatar": null, "last_contacted_mode": { "label": "Last contacted mode", "type": "dropdown", "value": null }, "state": { "label": "State", "type": "text", "value": null }, "lead_source_id": { "label": "Source", "type": "dropdown", "value": null }, "job_title": { "label": "Job title", "type": "text", "value": null }, "tags": { "label": "Tags", "type": "auto_complete", "value": [] }, "linkedin": { "label": "LinkedIn", "type": "text", "value": null }, "import_csv_id": { "label": "Import label", "dom_type": "text", "value": null }, "creator_id": { "label": "Created by", "type": "dropdown", "value": 14266 }, "active_sales_sequences": { "label": "Active sales campaigns", "type": "multi_select_dropdown", "value": null }, "owner_id": { "label": "Owner", "type": "dropdown", "value": 15379 }, "lead_quality": { "label": "Lead quality", "type": "dropdown", "value": "Cold" }, "is_deleted": false, "last_assigned_at": { "label": "Last assigned at", "type": "date_time", "value": "2019-08-13T09:43:57Z" }, "country": { "label": "Country", "type": "text", "value": null }, "medium": { "label": "Medium", "type": "text", "value": null }, "keyword": { "label": "Keyword", "type": "text", "value": null }, "lead_reason_id": { "label": "Unqualified reason", "type": "dropdown", "value": null }, "company": { "business_type_id": { "label": "Business type", "dom_type": "dropdown", "value": null }, "website": { "label": "Company website", "dom_type": "url", "value": null }, "city": { "label": "Company city", "dom_type": "text", "value": null }, "zipcode": { "label": "Company zipcode", "dom_type": "text", "value": null }, "name": { "label": "Company name", "dom_type": "text", "value": null }, "state": { "label": "Company state", "dom_type": "text", "value": null }, "annual_revenue": { "label": "Company annual revenue", "dom_type": "decimal", "value": null }, "country": { "label": "Company country", "dom_type": "text", "value": null }, "number_of_employees": { "label": "Number of employees", "dom_type": "dropdown", "value": null }, "industry_type_id": { "label": "Industry type", "dom_type": "dropdown", "value": null }, "address": { "label": "Company address", "dom_type": "text", "value": null }, "phone": { "label": "Company phone", "dom_type": "phone_number", "value": null } }, "department": { "label": "Department", "type": "text", "value": null }, "id": 917263, "territory_id": { "label": "Territory", "type": "dropdown", "value": null }, "email_status": { "label": "Email status", "type": "dropdown", "value": null }, "facebook": { "label": "Facebook", "type": "text", "value": null }, "last_contacted": { "label": "Last contacted time", "type": "date_time", "value": null }, "last_name": { "label": "Last name", "type": "text", "value": "john" }, "last_contacted_via_sales_activity": { "label": "Last activity date", "type": "date_time", "value": null }, "status": "Active", "sales_account_id": null, "lead_stage_id": { "label": "Lead stage", "type": "dropdown", "value": 2065 }, "address": { "label": "Address", "type": "text", "value": null }, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-08-13T09:43:56Z" }, "is_converted": false, "do_not_disturb": { "label": "Do not disturb", "type": "checkbox", "value": false }, "import_id": null, "unqualified_from": null, "twitter": { "label": "Twitter", "type": "text", "value": null }, "recent_note": { "label": "Recent note", "type": "paragraph", "value": null }, "contact_id": null, "has_authority": { "label": "Has authority", "type": "checkbox", "value": false }, "merged_to": 0, "converted_by": null, "stage_updated_time": "2019-08-13T09:43:56Z", "emails": { "label": "Emails", "type": "group_field", "value": [] }, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-13T09:43:56Z" }, "work_number": { "label": "Work", "type": "phone_number", "value": null }, "last_contacted_via_chat": { "label": "Last contacted via chat", "type": "date_time", "value": null }, "first_contacted": { "label": "First contacted", "dom_type": "date_time", "value": null }, "last_contacted_sales_activity_mode": { "label": "Last activity type", "type": "dropdown", "value": null }, "lead_score": { "label": "Lead score", "type": "number", "value": 0 }, "deal_id": null, "completed_sales_sequences": { "label": "Completed sales campaigns", "type": "multi_select_dropdown", "value": null }, "campaign_id": { "label": "Campaign", "type": "dropdown", "value": null }, "last_seen": { "label": "Last seen", "type": "date_time", "value": null }, "time_zone": { "label": "Time zone", "type": "dropdown", "value": null }, "deal": { "deal_product_id": { "label": "Product", "dom_type": "dropdown", "value": null }, "name": { "label": "Deal name", "dom_type": "text", "value": null }, "expected_close": { "label": "Deal expected close date", "dom_type": "date", "value": null }, "amount": { "label": "Deal value", "dom_type": "decimal", "value": null }, "base_currency_amount": { "label": "Deal value in Base Currency", "dom_type": "decimal", "value": null }, "currency_id": { "label": "Deal Currency", "dom_type": "dropdown", "value": null } }, "converted_time": null, "updater_id": { "label": "Updated by", "type": "dropdown", "value": null }, "web_form_ids": { "label": "Web forms", "type": "multi_select_dropdown", "value": null }, "mobile_number": { "label": "Mobile", "type": "phone_number", "value": null } }, "associations": { "source": null, "lead_stage": { "id": 2065, "name": "New", "position": 1, "choice_type": 5 }, "campaign": null, "creator": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "territory": null, "owner": { "deal_pipeline_id": 1316, "name": "one_account_user K", "is_active": true, "email": "vktest9876@gmail.com", "job_title": null, "id": 15379, "created_at": "2019-08-02T07:01:49Z", "type": "user", "updated_at": "2019-08-02T07:02:39Z", "work_number": "+1 (866) 832-3090", "time_zone": "UTC", "mobile_number": "+1 (866) 832-3090" }, "updater": null, "lead_reason": null } }, "account_id": "1549604389", "domain": "rachel.fsales.io", "event": "onLeadCreate", "timestamp": 1565689436.5550723, "version": "2.0" } |
The following table lists the attributes of the lead object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| first_name | string | First name of the lead. |
| last_name | string | Last name of the lead. |
| city | string | City where the lead resides. |
| zipcode | string | Zipcode. |
| name | string | First and last name of the lead. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| first_assigned_at | datetime | First assigned timestamp. |
| avatar | string | Avatar URL. |
| last_contacted_mode | string | Last mode of contact. The values are: Email Incoming, Email Outgoing, Call Incoming, Call Outgoing, Email Opened, Chat, and Sales Activity. |
| state | string | State where the lead resides. |
| lead_source_id | number | ID of the source. |
| job_title | string | Job title of the lead. |
| tags | array of strings | Tags associated with this lead. |
| string | Linkedin address of the lead. | |
| import_csv_id | string | Reference of all imports that this lead was part of. |
| creator_id | number | ID of the user who created the lead. |
| active_sales_sequences | array of numbers | Active sales campaigns that this lead was part of. |
| owner_id | number | User who owns the record. |
| lead_quality | string | Category to which the lead belongs to. |
| is_deleted | boolean | Set to 'true' if lead is deleted. |
| last_assigned_at | datetime | Last assigned timestamp. |
| country | string | Country of the lead. |
| medium | string | Medium tracked in UTM. |
| keyword | string | Keyword tracked in UTM. |
| lead_reason_id | number | ID of the reason why the lead was unqualified. |
| company | object | Details of the company. |
| department | string | Name of the department. |
| id | number | ID of the lead. |
| territory_id | number | ID of the territory. |
| email_status | string | Status of the email: active, invalid, or bounced. |
| string | Facebook ID. | |
| last_contacted | datetime | Last contacted timestamp. |
| last_contacted_via_sales_activity | datetime | Last contacted timestamp (through sales activity). |
| status | string | Status of the lead. The values are: active, converted, merged, or deleted. |
| sales_account_id | string | ID of sales account associated with this lead. |
| lead_stage_id | number | Stage to which the lead belongs to. |
| address | string | Address of the lead. |
| created_at | datetime | Lead creation timestamp. |
| is_converted | boolean | Set to 'true' if lead is converted to contact. |
| do_not_disturb | boolean | Set to 'true' if lead is not to be disturbed. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| unqualified_from | string | Previous stage from which lead was moved to unqualified. |
| string | Twitter handle of the contact. | |
| recent_note | string | Recently added note against the lead. |
| contact_id | string | ID of the contact associated with this lead. |
| has_authority | boolean | Set to 'true' if lead has authority to make decisions. |
| merged_to | array of numbers | Reference of secondary leads merged to the primary lead. |
| converted_by | string | User who converted the lead. |
| stage_updated_time | datetime | Timestamp when stage was updated. |
| emails | array of strings | Primary and secondary emails associated with this lead. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Telephone number of the lead. |
| last_contacted_via_chat | datetime | Last contacted via chat timestamp. |
| first_contacted | datetime | First contacted timestamp. |
| last_contacted_sales_activity_mode | string | Last mode of sales activity rendered to the lead. |
| lead_score | number | Score to qualify a lead. |
| deal_id | number | ID of the deal product. |
| completed_sales_sequences | array of numbers | Completed sales sequences that this lead was part of. |
| campaign_id | string | ID of the UTM campaign. |
| last_seen | datetime | Last seen timestamp. |
| time_zone | string | Time zone of the contact. |
| deal | object | Deal details of the lead. |
| name | string | Name of the deal associated with this lead. |
| expected_close | date | Expected close date of the deal. |
| amount | number | Value of the deal. |
| base_currency_amount | number | Deal amount converted to base currency configured by admin. |
| currency_id | number | ID of currency associated with the deal. |
| converted_time | string | Timestamp when lead was converted. |
| updater_id | number | ID of the user who updated the lead. |
| web_form_ids | array of numbers | Forms through which this record was captured. |
| mobile_number | number | Mobile number of the lead. |
| associations | object | Associations of the lead. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| source | object | Source details of this lead. |
| lead_stage | object | Details of the lead stage. |
| campaign | string | UTM campaign. |
| creator | object | Details of lead creator. |
| territory | string | Territory of the lead. |
| owner | object | Details of the lead owner. |
| updater | object | Details of the lead updater. |
| lead_reason | string | Reason why the lead was unqualified. |
The following table lists the attributes of the user object. Here, the user can be the owner or creator.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that this user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
The following table lists the attributes of the company object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| business_type_id | number | ID of the business type that the lead belongs to. |
| website | string | Company website. |
| city | string | City where the company is located. |
| zipcode | string | Zipcode. |
| name | string | Name of the company. |
| state | string | State where the company is located. |
| annual_revenue | number | Annual revenue of the company. |
| country | string | Country where the company is located. |
| number_of_employees | number | Number of employees in the company. |
| industry_type_id | number | ID of the industry type that the lead belongs to. |
| address | string | Address of the company. |
| phone | string | Phone number of the company. |
The following table lists the attributes of the lead_stage object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of the lead stage. |
| name | string | Name of the lead stage. |
| position | number | Position of the lead stage. |
| choice_type | string | Category to which the lead stage belongs to. |
onLeadUpdate
When a lead property is updated, the onLeadUpdate event is invoked and the registered callback method is executed.
Use the following format to include this event in the server.js file.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onLeadUpdate", callback: "onLeadUpdateCallback" } ], onLeadUpdateCallback: function(payload) { console.log("Logging arguments from onLeadUpdate event: " + JSON.stringify(payload)); } } |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 | { "iparams": {}, "region": "US", "data": { "lead": { "first_name": { "label": "First name", "type": "text", "value": "Jane" }, "city": { "label": "City", "type": "text", "value": "Glendale" }, "zipcode": { "label": "Zipcode", "type": "text", "value": "100652" }, "name": { "label": "Name", "dom_type": "text", "value": "Jane Sampleton" }, "custom_fields": [], "first_assigned_at": { "label": "First assigned at", "dom_type": "date_time", "value": "2019-02-08T05:40:20Z" }, "avatar": null, "last_contacted_mode": { "label": "Last contacted mode", "type": "dropdown", "value": "Email Opened" }, "state": { "label": "State", "type": "text", "value": "Arizona" }, "lead_source_id": { "label": "Source", "type": "dropdown", "value": 4747 }, "job_title": { "label": "Job title", "type": "text", "value": "Sales Manager" }, "tags": { "label": "Tags", "type": "auto_complete", "value": [{ "name": "wwww", "is_deleted": false, "_association_id": 17015, "id": 3224, "created_at": "2019-03-22T04:23:30Z", "updated_at": "2019-03-22T04:23:30Z" }, { "name": "2323", "is_deleted": false, "_association_id": 17159, "id": 3340, "created_at": "2019-03-25T08:27:01Z", "updated_at": "2019-03-25T08:27:01Z" }, { "name": "eqweq", "is_deleted": false, "_association_id": 17160, "id": 3341, "created_at": "2019-03-25T08:39:12Z", "updated_at": "2019-03-25T08:39:12Z" }] }, "linkedin": { "label": "LinkedIn", "type": "text", "value": "http://linkedin.com/pub/jane-sampleton/109/39/b0" }, "import_csv_id": { "label": "Import label", "dom_type": "text", "value": null }, "creator_id": { "label": "Created by", "type": "dropdown", "value": 3131 }, "active_sales_sequences": { "label": "Active sales campaigns", "type": "multi_select_dropdown", "value": null }, "owner_id": { "label": "Owner", "type": "dropdown", "value": 13479 }, "lead_quality": { "label": "Lead quality", "type": "dropdown", "value": "Hot" }, "is_deleted": false, "last_assigned_at": { "label": "Last assigned at", "type": "date_time", "value": "2019-08-15T09:24:16Z" }, "country": { "label": "Country", "type": "text", "value": "USA" }, "medium": { "label": "Medium", "type": "text", "value": "Blog" }, "keyword": { "label": "Keyword", "type": "text", "value": "B2B Success" }, "lead_reason_id": { "label": "Unqualified reason", "type": "dropdown", "value": null }, "company": { "business_type_id": { "label": "Business type", "dom_type": "dropdown", "value": 3302 }, "website": { "label": "Company website", "dom_type": "url", "value": "widgetz.io" }, "city": { "label": "Company city", "dom_type": "text", "value": "New Haven" }, "zipcode": { "label": "Company zipcode", "dom_type": "text", "value": "68089" }, "name": { "label": "Company name", "dom_type": "text", "value": "Widgetz.io (sample)" }, "state": { "label": "Company state", "dom_type": "text", "value": "Connecticut" }, "annual_revenue": { "label": "Company annual revenue", "dom_type": "decimal", "value": null }, "country": { "label": "Company country", "dom_type": "text", "value": "United States" }, "number_of_employees": { "label": "Number of employees", "dom_type": "dropdown", "value": null }, "industry_type_id": { "label": "Industry type", "dom_type": "dropdown", "value": 22544 }, "address": { "label": "Company address", "dom_type": "text", "value": "160-6802 Aliquet Rd." }, "phone": { "label": "Company phone", "dom_type": "phone_number", "value": "503-615-3947" } }, "department": { "label": "Department", "type": "text", "value": "Salesdsdsds" }, "id": 134216, "territory_id": { "label": "Territory", "type": "dropdown", "value": null }, "email_status": { "label": "Email status", "type": "dropdown", "value": "Active" }, "facebook": { "label": "Facebook", "type": "text", "value": "http://facebook.com/profile.php?id=100010587455650" }, "last_contacted": { "label": "Last contacted time", "type": "date_time", "value": "2019-02-07T05:40:19Z" }, "last_name": { "label": "Last name", "type": "text", "value": "Sampleton" }, "last_contacted_via_sales_activity": { "label": "Last activity date", "type": "date_time", "value": "2019-02-10T12:00:00Z" }, "status": "Active", "sales_account_id": null, "lead_stage_id": { "label": "Lead stage", "type": "dropdown", "value": 2066 }, "address": { "label": "Address", "type": "text", "value": "604-5854 Beckford St." }, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-02-01T05:40:18Z" }, "is_converted": false, "do_not_disturb": { "label": "Do not disturb", "type": "checkbox", "value": false }, "import_id": null, "unqualified_from": null, "twitter": { "label": "Twitter", "type": "text", "value": "https://twitter.com/janesampleton" }, "recent_note": { "label": "Recent note", "type": "paragraph", "value": "Expressed interest in purchasing the product and requires a demo." }, "contact_id": null, "has_authority": { "label": "Has authority", "type": "checkbox", "value": true }, "merged_to": 0, "converted_by": null, "stage_updated_time": "2019-04-03T06:57:08Z", "emails": { "label": "Emails", "type": "group_field", "value": [{ "email": "janesampleton@gmail.com", "id": 46607, "email_status": 1, "lead_id": 134216, "unsubscribe": false, "is_primary": true, "created_at": "2019-02-08T05:40:19Z", "updated_at": "2019-03-27T13:37:57Z" }] }, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-15T09:24:15Z" }, "work_number": { "label": "Work", "type": "phone_number", "value": "(368) 493-2360" }, "last_contacted_via_chat": { "label": "Last contacted via chat", "type": "date_time", "value": null }, "first_contacted": { "label": "First contacted", "dom_type": "date_time", "value": "2019-02-01T05:40:19Z" }, "last_contacted_sales_activity_mode": { "label": "Last activity type", "type": "dropdown", "value": "Appointment" }, "lead_score": { "label": "Lead score", "type": "number", "value": 29 }, "deal_id": null, "completed_sales_sequences": { "label": "Completed sales campaigns", "type": "multi_select_dropdown", "value": null }, "campaign_id": { "label": "Campaign", "type": "dropdown", "value": null }, "last_seen": { "label": "Last seen", "type": "date_time", "value": "2019-02-07T05:40:19Z" }, "time_zone": { "label": "Time zone", "type": "dropdown", "value": "Arizona" }, "deal": { "deal_product_id": { "label": "Product", "dom_type": "dropdown", "value": null }, "name": { "label": "Deal name", "dom_type": "text", "value": null }, "expected_close": { "label": "Deal expected close date", "dom_type": "date", "value": null }, "amount": { "label": "Deal value", "dom_type": "decimal", "value": null }, "base_currency_amount": { "label": "Deal value in Base Currency", "dom_type": "decimal", "value": null }, "currency_id": { "label": "Deal Currency", "dom_type": "dropdown", "value": null } }, "converted_time": null, "updater_id": { "label": "Updated by", "type": "dropdown", "value": 14266 }, "web_form_ids": { "label": "Web forms", "type": "multi_select_dropdown", "value": null }, "mobile_number": { "label": "Mobile", "type": "phone_number", "value": "1-926-652-9891" } }, "associations": { "source": { "id": 4747, "name": "Organic Search", "position": 2 }, "lead_stage": { "id": 2066, "name": "Contacted", "position": 2, "choice_type": 2 }, "campaign": null, "creator": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 3131, "created_at": "2019-02-08T05:39:49Z", "type": "user", "updated_at": "2019-02-08T05:51:40Z", "work_number": "A", "time_zone": "UTC", "mobile_number": null }, "territory": null, "owner": { "deal_pipeline_id": 1316, "name": "guru guru", "is_active": true, "email": "guruprasath.vijayakumar@freshworks.com", "job_title": null, "id": 13479, "created_at": "2019-07-11T08:34:27Z", "type": "user", "updated_at": "2019-07-11T08:36:27Z", "work_number": "125125", "time_zone": "UTC", "mobile_number": "+1 (866) 832-3090" }, "updater": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "lead_reason": null }, "changes": { "model_changes": { "owner_id": [3131, 13479], "updater_id": [12860, 14266], "updated_at": ["2019-07-02T11:54:41Z", "2019-08-15T09:24:15Z"], "last_assigned_at": ["2019-02-08T05:40:20Z", "2019-08-15T09:24:16Z"] }, "system_changes": {}, "misc_changes": {} } }, "account_id": "1549604389", "domain": "rachel.fsales.io", "event": "onLeadUpdate", "timestamp": 1565861055.916668, "version": "2.0" } |
The changes field is passed along with the payload. When a lead is deleted, the is_deleted field is set to 'true'.
The following table lists the attributes of the lead object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| first_name | string | First name of the lead. |
| last_name | string | Last name of the lead. |
| city | string | City where the lead resides. |
| zipcode | string | Zipcode. |
| name | string | First and last name of the lead. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| first_assigned_at | datetime | First assigned timestamp. |
| avatar | string | Avatar URL. |
| last_contacted_mode | string | Last mode of contact. The values are: Email Incoming, Email Outgoing, Call Incoming, Call Outgoing, Email Opened, Chat, and Sales Activity. |
| state | string | State where the lead resides. |
| lead_source_id | number | ID of the source. |
| job_title | string | Job title of the lead. |
| tags | array of strings | Tags associated with this lead. |
| string | Linkedin address of the lead. | |
| import_csv_id | string | Reference of all imports that this lead was part of. |
| creator_id | number | ID of the user who created the lead. |
| active_sales_sequences | array of numbers | Active sales campaigns that this lead was part of. |
| owner_id | number | User who owns the record. |
| lead_quality | string | Category to which the lead belongs to. |
| is_deleted | boolean | Set to 'true' if lead is deleted. |
| last_assigned_at | datetime | Last assigned timestamp. |
| country | string | Country of the lead. |
| medium | string | Medium tracked in UTM. |
| keyword | string | Keyword tracked in UTM. |
| lead_reason_id | number | ID of the reason why the lead was unqualified. |
| company | object | Details of the company. |
| department | string | Name of the department. |
| id | number | ID of the lead. |
| territory_id | number | ID of the territory. |
| email_status | string | Status of the email: active, invalid, or bounced. |
| string | Facebook ID. | |
| last_contacted | datetime | Last contacted timestamp. |
| last_contacted_via_sales_activity | datetime | Last contacted timestamp (through sales activity). |
| status | string | Status of the lead. The values are: active, converted, merged, or deleted. |
| sales_account_id | string | ID of sales account associated with this lead. |
| lead_stage_id | number | Stage to which the lead belongs to. |
| address | string | Address of the lead. |
| created_at | datetime | Lead creation timestamp. |
| is_converted | boolean | Set to 'true' if lead is converted to contact. |
| do_not_disturb | boolean | Set to 'true' if lead is not to be disturbed. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| unqualified_from | string | Previous stage from which lead was moved to unqualified. |
| string | Twitter handle of the contact. | |
| recent_note | string | Recently added note against the lead. |
| contact_id | string | ID of the contact associated with this lead. |
| has_authority | boolean | Set to 'true' if lead has authority to make decisions. |
| merged_to | array of numbers | Reference of secondary leads merged to the primary lead. |
| converted_by | string | User who converted the lead. |
| stage_updated_time | datetime | Timestamp when stage was updated. |
| emails | array of strings | Primary and secondary emails associated with this lead. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Telephone number of the lead. |
| last_contacted_via_chat | datetime | Last contacted via chat timestamp. |
| first_contacted | datetime | First contacted timestamp. |
| last_contacted_sales_activity_mode | string | Last mode of sales activity rendered to the lead. |
| lead_score | number | Score to qualify a lead. |
| deal_id | number | ID of the deal product. |
| completed_sales_sequences | array of numbers | Completed sales sequences that this lead was part of. |
| campaign_id | string | ID of the UTM campaign. |
| last_seen | datetime | Last seen timestamp. |
| time_zone | string | Time zone of the contact. |
| deal | object | Deal details of the lead. |
| name | string | Name of the deal associated with this lead. |
| expected_close | date | Expected close date of the deal. |
| amount | number | Value of the deal. |
| base_currency_amount | number | Deal amount converted to base currency configured by admin. |
| currency_id | number | ID of currency associated with the deal. |
| converted_time | string | Timestamp when lead was converted. |
| updater_id | number | ID of the user who updated the lead. |
| web_form_ids | array of numbers | Forms through which this record was captured. |
| mobile_number | number | Mobile number of the lead. |
| associations | object | Associations of the lead. |
| changes | object | Details of changes made. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| source | object | Source details of this lead. |
| lead_stage | object | Details of the lead stage. |
| campaign | string | UTM campaign. |
| creator | object | Details of lead creator. |
| territory | string | Territory of the lead. |
| owner | object | Details of the lead owner. |
| updater | object | Details of the lead updater. |
| lead_reason | string | Reason why the lead was unqualified. |
The following table lists the attributes of the user object. Here, the user can be the owner, updater, or creator.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that this user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
The following table lists the attributes of the company object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| business_type_id | number | ID of the business type that the lead belongs to. |
| website | string | Company website. |
| city | string | City where the company is located. |
| zipcode | string | Zipcode. |
| name | string | Name of the company. |
| state | string | State where the company is located. |
| annual_revenue | number | Annual revenue of the company. |
| country | string | Country where the company is located. |
| number_of_employees | number | Number of employees in the company. |
| industry_type_id | number | ID of the industry type that the lead belongs to. |
| address | string | Address of the company. |
| phone | string | Phone number of the company. |
The following table lists the attributes of the lead_stage object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of the lead stage. |
| name | string | Name of the lead stage. |
| position | number | Position of the lead stage. |
| choice_type | string | Category to which the lead stage belongs to. |
The following table lists the attributes of the changes object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| model_changes | object | All changes made in the details of the default and custom fields. |
| system_changes | string | Changes performed by the system. |
| misc_changes | string | Miscellaneous changes made. |
The following table lists the attributes of the source object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| id | number | ID of the source. |
| name | string | Name of the source. |
| position | number | Position of the source. |
onSalesAccountCreate
When a new sales account is created, the onSalesAccountCreate event is invoked and the registered callback method is executed.
Use the following format in the server.js file to listen for the event.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onSalesAccountCreate", callback: "onSalesAccountCreateCallback" } ], onSalesAccountCreateCallback: function(payload) { console.log("Logging arguments from onSalesAccountCreate event: " + JSON.stringify(payload)); } } |
Sample Payload
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 | { "iparams": {}, "region": "US", "data": { "sales_account": { "open_deals_amount": { "label": "Open deals amount", "dom_type": "decimal", "value": "0.0" }, "business_type_id": { "label": "Business type", "type": "dropdown", "value": null }, "website": { "label": "Website", "type": "url", "value": null }, "city": { "label": "City", "type": "text", "value": null }, "zipcode": { "label": "Zipcode", "type": "text", "value": null }, "name": { "label": "Name", "type": "text", "value": "rachel" }, "custom_fields": [], "first_assigned_at": { "label": "First assigned at", "dom_type": "date_time", "value": "2019-08-13T14:37:59Z" }, "avatar": null, "last_contacted_mode": { "label": "Last contacted mode", "type": "dropdown", "value": null }, "state": { "label": "State", "type": "text", "value": null }, "parent_territory_id": null, "tags": { "label": "Tags", "type": "auto_complete", "value": [] }, "linkedin": { "label": "LinkedIn", "type": "text", "value": null }, "import_csv_id": { "label": "Import label", "dom_type": "text", "value": null }, "creator_id": { "label": "Created by", "type": "dropdown", "value": 14266 }, "won_deals_amount": { "label": "Won deals amount", "dom_type": "decimal", "value": "0.0" }, "active_sales_sequences": { "label": "Active sales campaigns", "type": "multi_select_dropdown", "value": null }, "owner_id": { "label": "Owner", "type": "dropdown", "value": 15379 }, "is_deleted": false, "last_assigned_at": { "label": "Last assigned at", "type": "date_time", "value": "2019-08-13T14:37:59Z" }, "annual_revenue": { "label": "Annual revenue", "type": "decimal", "value": null }, "country": { "label": "Country", "type": "text", "value": null }, "id": 424906, "territory_id": { "label": "Territory", "type": "dropdown", "value": null }, "facebook": { "label": "Facebook", "type": "text", "value": null }, "last_contacted": { "label": "Last contacted time", "type": "date_time", "value": null }, "last_contacted_via_sales_activity": { "label": "Last activity date", "type": "date_time", "value": null }, "number_of_employees": { "label": "Number of employees", "type": "dropdown", "value": null }, "industry_type_id": { "label": "Industry type", "type": "dropdown", "value": null }, "address": { "label": "Address", "type": "text", "value": null }, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-08-13T14:37:58Z" }, "import_id": null, "twitter": { "label": "Twitter", "type": "text", "value": null }, "recent_note": { "label": "Recent note", "type": "paragraph", "value": null }, "merged_to": 0, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-13T14:37:58Z" }, "last_contacted_via_chat": { "label": "Last contacted via chat", "type": "date_time", "value": null }, "first_contacted": { "label": "First contacted", "dom_type": "date_time", "value": null }, "last_contacted_sales_activity_mode": { "label": "Last activity type", "type": "dropdown", "value": null }, "completed_sales_sequences": { "label": "Completed sales campaigns", "type": "multi_select_dropdown", "value": null }, "phone": { "label": "Phone", "type": "phone_number", "value": null }, "updater_id": { "label": "Updated by", "type": "dropdown", "value": null }, "parent_sales_account_id": { "label": "Parent account", "type": "auto_complete", "value": null }, "parent_owner_id": null }, "associations": { "creator": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "territory": null, "business_type": null, "parent_sales_account": null, "owner": { "deal_pipeline_id": 1316, "name": "one_account_user K", "is_active": true, "email": "vktest9876@gmail.com", "job_title": null, "id": 15379, "created_at": "2019-08-02T07:01:49Z", "type": "user", "updated_at": "2019-08-02T07:02:39Z", "work_number": "+1 (866) 832-3090", "time_zone": "UTC", "mobile_number": "+1 (866) 832-3090" }, "updater": null, "industry_type": null } }, "account_id": "1549604389", "domain": "rachel.fsales.io", "event": "onSalesAccountCreate", "timestamp": 1565707078.3001003, "version": "2.0" } |
The following table lists the attributes of the sales_account object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| open_deals_amount | number | Sum of all the open deals associated with the account. |
| business_type_id | number | ID of the business type that the account belongs to. |
| website | string | URL of the account website. |
| city | string | City where the account was created. |
| zipcode | string | Zipcode. |
| name | string | Name of the account. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| first_assigned_at | datetime | First assigned timestamp. |
| avatar | string | Avatar URL. |
| last_contacted_mode | string | Last mode of contact. The values are: Email Incoming, Email Outgoing, Call Incoming, Call Outgoing, Email Opened, Chat, and Sales Activity. |
| state | string | State where the account was created. |
| parent_territory_id | number | ID of the territory of the parent account. |
| tags | array of strings | Tags associated with this account. |
| string | Linkedin address of the account owner. | |
| import_csv_id | string | Reference of all imports that this account was part of. |
| creator_id | number | ID of the user who created the account. |
| won_deals_amount | string | Sum of all won deals associated with the account. |
| active_sales_sequences | array of numbers | Active sales campaigns that this account is part of. |
| owner_id | Number | ID of the user who owns the record. |
| is_deleted | boolean | Set to 'true' if account is deleted. |
| last_assigned_at | datetime | Last assigned timestamp. |
| annual_revenue | number | Annual revenue of the account. |
| country | string | Country where the account was created. |
| id | number | ID of the account. |
| territory_id | number | ID of the territory. |
| string | Facebook ID. | |
| last_contacted | datetime | Last contacted timestamp. |
| last_contacted_via_sales_activity | datetime | Last contacted timestamp (through sales activity). |
| number_of_employees | number | Number of employees associated with this account. |
| industry_type_id | number | ID of the industry type that the account belongs to. |
| address | string | Address associated with the account. |
| created_at | datetime | Account creation timestamp. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| string | Twitter handle of the account owner. | |
| recent_note | string | Recently added note against the account. |
| merged_to | array of numbers | Reference of secondary accounts merged to the primary account. |
| updated_at | datetime | Updated timestamp. |
| last_contacted_via_chat | datetime | Last contacted via chat timestamp. |
| first_contacted | datetime | First contacted timestamp. |
| last_contacted_sales_activity_mode | string | Last mode of sales activity rendered. |
| completed_sales_sequences | array of numbers | Completed sales sequences that this account was part of. |
| phone | number | Phone number associated with this account. |
| updater_id | number | ID of the user who updated the account. |
| parent_sales_account_id | number | ID of parent account. |
| parent_owner_id | number | ID of the owner of the parent account. |
| associations | object | Associations of the account. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| creator | object | Details of the account creator. |
| territory | string | Territory associated with the account. |
| business_type | string | Business type associated with this account. |
| parent_sales_account | string | Parent account. |
| owner | object | Details of the account owner. |
| updater | object | Details of the account updater. |
| industry_type | string | Industry type that the account belongs to. |
The following table lists the attributes of the user object. Here, the user can be the owner or creator.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that this user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
onSalesAccountUpdate
When a sales account is updated, the onSalesAccountUpdate event is invoked and the registered callback method is executed.
Use the following format in the server.js file to listen for the event.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onSalesAccountUpdate", callback: "onSalesAccountUpdateCallback" } ], onSalesAccountUpdateCallback: function(payload) { console.log("Logging arguments from onSalesAccountUpdate event: " + JSON.stringify(payload)); } } |
Sample Payload
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 | { "iparams": {}, "region": "US", "data": { "sales_account": { "open_deals_amount": { "label": "Open deals amount", "dom_type": "decimal", "value": "0.0" }, "business_type_id": { "label": "Business type", "type": "dropdown", "value": null }, "website": { "label": "Website", "type": "url", "value": null }, "city": { "label": "City", "type": "text", "value": null }, "zipcode": { "label": "Zipcode", "type": "text", "value": null }, "name": { "label": "Name", "type": "text", "value": "rachel john" }, "custom_fields": [], "first_assigned_at": { "label": "First assigned at", "dom_type": "date_time", "value": "2019-08-13T14:37:59Z" }, "avatar": null, "last_contacted_mode": { "label": "Last contacted mode", "type": "dropdown", "value": null }, "state": { "label": "State", "type": "text", "value": null }, "parent_territory_id": null, "tags": { "label": "Tags", "type": "auto_complete", "value": [] }, "linkedin": { "label": "LinkedIn", "type": "text", "value": null }, "import_csv_id": { "label": "Import label", "dom_type": "text", "value": null }, "creator_id": { "label": "Created by", "type": "dropdown", "value": 14266 }, "won_deals_amount": { "label": "Won deals amount", "dom_type": "decimal", "value": "0.0" }, "active_sales_sequences": { "label": "Active sales campaigns", "type": "multi_select_dropdown", "value": null }, "owner_id": { "label": "Owner", "type": "dropdown", "value": 15379 }, "is_deleted": false, "last_assigned_at": { "label": "Last assigned at", "type": "date_time", "value": "2019-08-13T14:37:59Z" }, "annual_revenue": { "label": "Annual revenue", "type": "decimal", "value": null }, "country": { "label": "Country", "type": "text", "value": null }, "id": 424906, "territory_id": { "label": "Territory", "type": "dropdown", "value": null }, "facebook": { "label": "Facebook", "type": "text", "value": null }, "last_contacted": { "label": "Last contacted time", "type": "date_time", "value": null }, "last_contacted_via_sales_activity": { "label": "Last activity date", "type": "date_time", "value": null }, "number_of_employees": { "label": "Number of employees", "type": "dropdown", "value": null }, "industry_type_id": { "label": "Industry type", "type": "dropdown", "value": null }, "address": { "label": "Address", "type": "text", "value": null }, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-08-13T14:37:58Z" }, "import_id": null, "twitter": { "label": "Twitter", "type": "text", "value": null }, "recent_note": { "label": "Recent note", "type": "paragraph", "value": null }, "merged_to": 0, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-19T09:33:31Z" }, "last_contacted_via_chat": { "label": "Last contacted via chat", "type": "date_time", "value": null }, "first_contacted": { "label": "First contacted", "dom_type": "date_time", "value": null }, "last_contacted_sales_activity_mode": { "label": "Last activity type", "type": "dropdown", "value": null }, "completed_sales_sequences": { "label": "Completed sales campaigns", "type": "multi_select_dropdown", "value": null }, "phone": { "label": "Phone", "type": "phone_number", "value": null }, "updater_id": { "label": "Updated by", "type": "dropdown", "value": 14266 }, "parent_sales_account_id": { "label": "Parent account", "type": "auto_complete", "value": null }, "parent_owner_id": null }, "associations": { "creator": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "territory": null, "business_type": null, "parent_sales_account": null, "owner": { "deal_pipeline_id": 1316, "name": "one_account_user K", "is_active": true, "email": "vktest9876@gmail.com", "job_title": null, "id": 15379, "created_at": "2019-08-02T07:01:49Z", "type": "user", "updated_at": "2019-08-02T07:02:39Z", "work_number": "+1 (866) 832-3090", "time_zone": "UTC", "mobile_number": "+1 (866) 832-3090" }, "updater": { "deal_pipeline_id": 1316, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": null, "id": 14266, "created_at": "2019-07-24T09:05:22Z", "type": "user", "updated_at": "2019-07-24T09:59:48Z", "work_number": null, "time_zone": "UTC", "mobile_number": null }, "industry_type": null }, "changes": { "model_changes": { "name": ["rachel", "rachel john"], "updater_id": [null, 14266], "updated_at": ["2019-08-13T14:37:58Z", "2019-08-19T09:33:31Z"] }, "system_changes": {}, "misc_changes": {} } }, "account_id": "1549604389", "domain": "rachel.fsales.io", "event": "onSalesAccountUpdate", "timestamp": 1566207211.3498828, "version": "2.0" } |
The changes field is passed along with the payload. When a sales account is deleted, the is_deleted field is set to 'true'.
The following table lists the attributes of the sales_account object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| open_deals_amount | number | Sum of all the open deals associated with the account. |
| business_type_id | number | ID of the business type that the account belongs to. |
| website | string | URL of the account website. |
| city | string | City where the account was created. |
| zipcode | string | Zipcode. |
| name | string | Name of the account. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| first_assigned_at | datetime | First assigned timestamp. |
| avatar | string | Avatar URL. |
| last_contacted_mode | string | Last mode of contact. The values are: Email Incoming, Email Outgoing, Call Incoming, Call Outgoing, Email Opened, Chat, and Sales Activity. |
| state | string | State where the account was created. |
| parent_territory_id | number | ID of the territory of the parent account. |
| tags | array of strings | Tags associated with this account. |
| string | Linkedin address of the account owner. | |
| import_csv_id | string | Reference of all imports that this account was part of. |
| creator_id | number | ID of the user who created the account. |
| won_deals_amount | string | Sum of all won deals associated with the account. |
| active_sales_sequences | array of numbers | Active sales campaigns that this account is part of. |
| owner_id | Number | ID of the user who owns the record. |
| is_deleted | boolean | Set to 'true' if account is deleted. |
| last_assigned_at | datetime | Last assigned timestamp. |
| annual_revenue | number | Annual revenue of the account. |
| country | string | Country where the account was created. |
| id | number | ID of the account. |
| territory_id | number | ID of the territory. |
| string | Facebook ID. | |
| last_contacted | datetime | Last contacted timestamp. |
| last_contacted_via_sales_activity | datetime | Last contacted timestamp (through sales activity). |
| number_of_employees | number | Number of employees associated with this account. |
| industry_type_id | number | ID of the industry type that the account belongs to. |
| address | string | Address associated with the account. |
| created_at | datetime | Account creation timestamp. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| string | Twitter handle of the account owner. | |
| recent_note | string | Recently added note against the account. |
| merged_to | array of numbers | Reference of secondary accounts merged to the primary account. |
| updated_at | datetime | Updated timestamp. |
| last_contacted_via_chat | datetime | Last contacted via chat timestamp. |
| first_contacted | datetime | First contacted timestamp. |
| last_contacted_sales_activity_mode | string | Last mode of sales activity rendered. |
| completed_sales_sequences | array of numbers | Completed sales sequences that this account was part of. |
| phone | number | Phone number associated with this account. |
| updater_id | number | ID of the user who updated the account. |
| parent_sales_account_id | number | ID of parent account. |
| parent_owner_id | number | ID of the owner of the parent account. |
| associations | object | Associations of the account. |
| changes | object | Details of changes made. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| creator | object | Details of the account creator. |
| territory | string | Territory associated with the account. |
| business_type | string | Business type associated with this account. |
| parent_sales_account | string | Parent account. |
| owner | object | Details of the account owner. |
| updater | object | Details of the account updater. |
| industry_type | string | Industry type that the account belongs to. |
The following table lists the attributes of the user object. Here, the user can be the owner or creator.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that this user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
The following table lists the attributes of the changes object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| model_changes | object | All changes made in the details of the default and custom fields. |
| system_changes | string | Changes performed by the system. |
| misc_changes | string | Miscellaneous changes made. |
onCustomModuleCreate
When a new record is created in the custom module, the onCustomModuleCreate event is invoked and the registered callback method is executed. Use the following format to include this event in the server.js file.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onCustomModuleCreate", callback: "onCustomModuleCreateCallback" } ], onCustomModuleCreateCallback: function(payload) { console.log("Logging arguments from onCustomModuleCreate event: " + JSON.stringify(payload)); } } |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 | { "iparams": {}, "region": "US", "data": { "custom_module_record": { "name": { "label": "Name", "type": "text", "value": "Tyler Durden" }, "custom_fields": [ { "name": "cf_client", "label": "Client", "column": "cf_bigint02", "type": "auto_complete", "value": { "id": 5001983111, "model": "contact" } }, { "choice_id": "190409103238030989", "name": "cf_role", "label": "Role", "column": "cf_str02", "type": "dropdown", "value": "Business Contact" }, { "name": "cf_notes", "label": "Notes", "column": "cf_text01", "type": "paragraph", "value": null } ], "creator_id": { "label": "Created by", "type": "auto_complete", "value": { "id": 5000020438, "model": "user" } }, "owner_id": { "label": "Owner", "type": "auto_complete", "value": { "id": null, "model": "user" } }, "is_deleted": false, "id": 5000000728, "status": 1, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-08-19T06:38:03Z" }, "import_id": null, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-19T06:38:03Z" }, "updater_id": { "label": "Updated by", "type": "auto_complete", "value": { "id": null, "model": "user" } }, "module_name": "cm_sales_team_member" }, "associations": { "custom_module": [ { "id": 5000000089, "name": "Mr Jake Stevie Martin" } ], "contact": [ { "id": 5001983111, "name": "Rachel John" } ], "creator": { "deal_pipeline_id": 5000009323, "name": "Rachel John", "is_active": true, "email": "rachel.john@freshworks.com", "job_title": "Product Consultant", "id": 5000020438, "created_at": "2019-02-21T19:11:28Z", "type": "user", "updated_at": "2019-07-25T11:23:16Z", "work_number": null, "time_zone": "Arizona", "mobile_number": "+16910371201" }, "owner": null, "updater": null } }, "account_id": "108150", "domain": "domain.freshsales.io", "event": "onCustomModuleCreate", "timestamp": 1566196683.9704256, "version": "2.0" } |
The following table lists the attributes of the custom_module_record object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| name | string | Name in the record. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| creator_id | object | Details of the user who created the record. |
| owner_id | object | Details of the user who owns the record. |
| is_deleted | boolean | Set to 'true' if record is deleted. |
| id | number | ID of the record. |
| status | string | Status of the record. |
| created_at | datetime | Record creation timestamp. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| updated_at | datetime | Updated timestamp. |
| updater_id | object | Details of the user who updated the record. |
| module_name | string | Name of the module. |
| associations | object | Associations of the record. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| custom_module | array of objects | Type of module associated with the record. |
| contact | array of objects | Contact details associated with the record. |
| creator | object | Details of record creator. |
| owner | object | Details of the record owner. |
| updater | object | Details of the record updater. |
The following table lists the attributes of the creator object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that this creator is part of. |
| name | string | Name of the creator. |
| is_active | boolean | Set to 'true' of the creator is verfied. |
| string | Primary email of the creator. | |
| job_title | string | Job title of the creator. |
| id | number | ID of the creator. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a creator. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the creator. |
| time_zone | string | Time zone of the creator in UTC format. |
| mobile_number | string | Mobile number of the creator. |
onCustomModuleUpdate
When a record is updated in the custom module, the onCustomModuleUpdate event is invoked and the registered callback method is executed.
Use the following format in the server.js file to listen for the event.
Copied Copy1 2 3 4 5 6 7 8 | exports = { events: [ { event: "onCustomModuleUpdate", callback: "onCustomModuleUpdateCallback" } ], onCustomModuleUpdateCallback: function(payload) { console.log("Logging arguments from onCustomModuleUpdate event: " + JSON.stringify(payload)); } } |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 | { "iparams": {}, "region": "US", "data": { "custom_module_record": { "name": { "label": "Name", "type": "text", "value": "John Doe" }, "custom_fields": [ { "name": "cf_last_name", "label": "Last Name", "column": "cf_str01", "type": "text", "value": "Doe" }, { "name": "cf_first_name", "label": "First Name", "column": "cf_str02", "type": "text", "value": "Jonathan" }, { "name": "cf_email", "label": "Email", "column": "cf_str03", "type": "text", "value": "john.doe@smapleemail.com" }, { "choice_id": null, "name": "cf_role", "label": "role", "column": "cf_str04", "type": "dropdown", "value": null }, { "choice_id": null, "name": "cf_status", "label": "Status", "column": "cf_str05", "type": "dropdown", "value": null } ], "creator_id": { "label": "Created by", "type": "auto_complete", "value": { "id": 5000020438, "model": "user" } }, "owner_id": { "label": "Owner", "type": "auto_complete", "value": { "id": 5000016047, "model": "user" } }, "is_deleted": false, "id": 5000000083, "status": 1, "created_at": { "label": "Created at", "type": "date_time", "value": "2019-07-23T22:45:54Z" }, "import_id": null, "updated_at": { "label": "Updated at", "type": "date_time", "value": "2019-08-19T06:27:23Z" }, "updater_id": { "label": "Updated by", "type": "auto_complete", "value": { "id": 5000016047, "model": "user" } }, "module_name": "cm_custom_module_1" }, "associations": { "owner": { "deal_pipeline_id": 5000011458, "name": "Frank Sinatra", "is_active": true, "email": "frank.sinatra@sampleemail.com", "job_title": null, "id": 5000016047, "created_at": "2019-02-06T21:41:26Z", "type": "user", "updated_at": "2019-03-22T13:37:20Z", "work_number": null, "time_zone": "Eastern Time (US & Canada)", "mobile_number": "+18361828392" }, "updater": { "deal_pipeline_id": 5000011458, "name": "Nancy Sinatra", "is_active": true, "email": "nancy.sinatra@sampleemail.com", "job_title": null, "id": 5000016047, "created_at": "2019-02-06T21:41:26Z", "type": "user", "updated_at": "2019-03-22T13:37:20Z", "work_number": null, "time_zone": "Eastern Time (US & Canada)", "mobile_number": "+19479193712" }, "creator": { "deal_pipeline_id": 5000009323, "name": "Anthony Quinn", "is_active": true, "email": "anthony.quinn@sampleemail.com", "job_title": "Product Consultant", "id": 5000020438, "created_at": "2019-02-21T19:11:28Z", "type": "user", "updated_at": "2019-07-25T11:23:16Z", "work_number": null, "time_zone": "Arizona", "mobile_number": "+19299194920" } }, "changes": { "model_changes": { "name": [ "Sample name", "John Doe" ], "custom_fields": { "cf_last_name": [ null, "Doe" ], "cf_first_name": [ null, "Jonathan" ], "cf_email": [ null, "john.doe@smapleemail.com" ] }, "owner_id": [ null, 5000016047 ], "updated_at": [ "2019-07-23T22:45:54Z", "2019-08-19T06:27:23Z" ], "updater_id": [ null, 5000016047 ] }, "system_changes": {}, "misc_changes": {} } }, "account_id": "108150", "domain": "domain.freshsales.io", "event": "onCustomModuleUpdate", "timestamp": 1566196043.823529, "version": "2.0" } |
The changes field is passed along with the payload. When a record is deleted, the is_deleted field is set to 'true'.
The following table lists the attributes of the custom_module_record object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| name | string | Name in the record. |
| custom_fields | array of strings | Key value pairs containing the names and values of custom fields. |
| creator_id | object | Details of the user who created the record. |
| owner_id | object | Details of the user who owns the record. |
| is_deleted | boolean | Set to 'true' if record is deleted. |
| id | number | ID of the record. |
| status | string | Status of the record. |
| created_at | datetime | Record creation timestamp. |
| import_id | string | ID of the equivalent record in the external system from which it was imported. |
| updated_at | datetime | Updated timestamp. |
| updater_id | object | Details of the user who updated the record. |
| module_name | string | Name of the module. |
| associations | object | Associations of the record. |
| changes | object | Details of changes made. |
The following table lists the attributes of the associations object.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| owner | object | Details of record owner. |
| updater | object | Details of the record updater. |
| creator | object | Details of record creator. |
| owner | object | Details of the record owner. |
| updater | object | Details of the record updater. |
The following table lists the attributes of the user object. Here, the user can be the owner, updater, or creator.
| ATTRIBUTE | TYPE | DESCRIPTION |
|---|---|---|
| deal_pipeline_id | number | ID of deal pipelines that this user is part of. |
| name | string | Name of the user. |
| is_active | boolean | Set to 'true' of the user is verfied. |
| string | Primary email of the user. | |
| job_title | string | Job title of the user. |
| id | number | ID of the user. |
| created_at | datetime | Creation timestamp. |
| type | string | Helps categorize a user. |
| updated_at | datetime | Updated timestamp. |
| work_number | string | Phone number of the user. |
| time_zone | string | Time zone of the user in UTC format. |
| mobile_number | string | Mobile number of the user. |
The following table lists the attributes of the changes object.
| ATTRIBUTE | TYPE of VALUE | DESCRIPTION |
|---|---|---|
| model_changes | object | All changes made in the details of the default and custom fields. |
| system_changes | string | Changes performed by the system. |
| misc_changes | string | Miscellaneous changes made. |
Testing
Note: For testing, we recommend that you use the latest version of Chrome browser.
You can easily test your app in your machine by simulating events. Also, you can test different scenarios by directly modifying the payload.
Note:
As the testing is only a simulation of events, an actual event will not be recorded in the back end. If you need an actual ticket/contact to be created, then it is recommended to publish your app as a custom app and test the operation manually.
To simulate events for testing, follow the given procedure.
- In your console, navigate to your project directory, and execute the following command. $ fdk run
- Open your browser and enter the following URL to start testing your app: http://localhost:10001/web/events.
- Select the event that you want to simulate.
- Once you select an event, the corresponding event payload is displayed. Edit the values and then click Simulate. When you edit the payload, ensure that you adhere to the JSON format.
- If the event is successfully simulated, Success is displayed.
- If there is a problem, Failed is displayed. Check if the payload is valid and then resume testing.