createContact

This interface is invoked whenever a new contact needs to be created in the target CRM. This happens when a user of App Connect has elected to create a "placeholder contact."

This function is to create a placeholder contact, ONLY in the following case: * User adds a new call/message log against a number with no matched contact. In another words, create placeholder contact is tied to call/message logging action

Manifest elements

Every CRM can define a different set of contact types, or data elements that can be associated with an activity (call or SMS) log. Within the platforms.[crm name] section of your manifest, provide the list of contact types supported by the target CRM.

..snip..
"contactTypes": [
  {
    "display": "TestContactType",
    "value": "testContact"
  },
  {
    "display": "Contact",
    "value": "cta"
  }
],
..snip..

Request parameters

Parameter	Description
user	An object describing the Chrome extension user associated with the action that triggered this interface.
authHeader	The HTTP Authorization header to be transmitted with the API request to the target CRM.
phoneNumber	The phone number of the contact in E.164 format, e.g. +1231231234.
newContactName	The name of the contact as entered by the user.
newContactType	The contact type the user selected to indicate what kind of contact to create.

Return value(s)

This interface returns a single object. That object describes the contact that was created. It has following properties:

Parameter	Description
contactInfo	Contain id and name
returnMessage	message, messageType and ttl

Example

{
  contactInfo:{
    id: "xxxx-xxxxx", // ID of the contact in the target 
    name: "John Doe" // Display name of the contact. This name will appear and be associated with all users with the same `phoneNumber`.
  },
  returnMessage:{
    message: 'Contact created',
    messageType: 'success', // 'success', 'warning' or 'danger'
    ttl: 30000 // in miliseconds
  }
}

Reference

Example CRMPipedrive

    if (!!aiNote && (user.userSettings?.addCallLogAiNote?.value ?? true)) { logBody = upsertAiNote({ body: logBody, aiNote }); }
    if (!!transcript && (user.userSettings?.addCallLogTranscript?.value ?? true)) { logBody = upsertTranscript({ body: logBody, transcript }); }

    // const existingLogId = existingCallLog.thirdPartyLogId;
    // const getLogRes = await axios.get(
    //     `https://api.crm.com/activity/${existingLogId}`,
    //     {
    //         headers: { 'Authorization': authHeader }
    //     });
    // const originalNote = getLogRes.data.body;
    // let patchBody = {};

    // patchBody = {
    //     data: {
    //         subject: subject,
    //         body: note
    //     }
    // }
    // const patchLogRes = await axios.patch(
    //     `https://api.crm.com/activity/${existingLogId}`,
    //     patchBody,
    //     {
    //         headers: { 'Authorization': authHeader }
    //     });
    mockCallLog.subject = mockCallLog.subject;
    mockCallLog.note = body;
    const patchLogRes = {
        data: {
            id: mockCallLog.id
        }
    }
    //-----------------------------------------------------------------------------------------
    //---CHECK.6: In extension, for a logged call, click edit to see if info can be updated ---
    //-----------------------------------------------------------------------------------------
    return {
        updatedNote: note,
        returnMessage: {
            message: 'Call log updated.',
            messageType: 'success',
            ttl: 2000
        }
    };
}

// - contactInfo: { id, type, phoneNumber, name }
// - message : same as in https://developers.ringcentral.com/api-reference/Message-Store/readMessage
// - recordingLink: recording link of voice mail
// - additionalSubmission: all additional fields that are setup in manifest under call log page
async function createMessageLog({ user, contactInfo, authHeader, message, additionalSubmission, recordingLink, faxDocLink }) {
    // ---------------------------------------
    // ---TODO.7: Implement message logging---
    // ---------------------------------------

    // const postBody = {
    //     data: {
    //         subject: `[SMS] ${message.direction} SMS - ${message.from.name ?? ''}(${message.from.phoneNumber}) to ${message.to[0].name ?? ''}(${message.to[0].phoneNumber})`,
    //         body: `${message.direction} SMS - ${message.direction == 'Inbound' ? `from ${message.from.name ?? ''}(${message.from.phoneNumber})` : `to ${message.to[0].name ?? ''}(${message.to[0].phoneNumber})`} \n${!!message.subject ? `[Message] ${message.subject}` : ''} ${!!recordingLink ? `\n[Recording link] ${recordingLink}` : ''}\n\n--- Created via RingCentral App Connect`,
    //         type: 'Message'
    //     }
    // }
    // const addLogRes = await axios.post(
    //     `https://api.crm.com/activity`,
    //     postBody,
    //     {
    //         headers: { 'Authorization': authHeader }
    //     });
    const messageType = !!recordingLink ? 'Voicemail' : (!!faxDocLink ? 'Fax' : 'SMS');
    console.log(`adding message log... \n\n${JSON.stringify(message, null, 2)}`);
    mockMessageLog = {

    }
    matchedContactInfo.push({
        id: 'createNewContact',
        name: 'Create new contact...',
        isNewContact: true
    });
    return { matchedContactInfo };
}

function formatContact(rawContactInfo, relatedDeals) {
    return {
        id: rawContactInfo.id,
        name: rawContactInfo.name,
        phone: rawContactInfo.phones[0],
        organization: rawContactInfo.organization?.name ?? '',
        additionalInfo: relatedDeals ? { deals: relatedDeals } : null

    }
}

async function createContact({ user, authHeader, phoneNumber, newContactName }) {
    const postBody = {
        name: newContactName,