createContact

This interface is invoked whenever a new contact needs to be created in the target CRM. This happens when a user of the Unified CRM Chrome extension 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

async function createContact({ user, authHeader, phoneNumber, newContactName, newContactType }) {
    // ----------------------------------------
    // ---TODO.9: Implement contact creation---
    // ----------------------------------------

    const postBody = {
        name: newContactName,
        type: newContactType,
        phone_numbers: [
            {
                name: "Work",
                number: phoneNumber,
                default_number: true
            }
        ]
    }
    // const contactInfoRes = await axios.post(
    //     `https://api.crm.com/contacts`,
    //     postBody,
    //     {
    //         headers: { 'Authorization': authHeader }
    //     }
    // );
    mockContact = {
        id: 'testContactId',
        name: newContactName,
        type: newContactType,
        phone: phoneNumber,
        additionalInfo: {
            associatedDeal: [
                {
                    const: 'csA351',
                    title: 'Christmas special A351'
                },
                {
                    const: 'eA22',
                    title: 'Easter A22'
                },
                {
                    const: 'aC92',
                    title: 'Anniversary C92'
                }
            ],
            address: ''
        }
    }

    const contactInfoRes = {
        data: {
            id: mockContact.id,
            name: mockContact.name
        }
    }

    //--------------------------------------------------------------------------------
    //---CHECK.9: In extension, try create a new contact against an unknown number ---
    //--------------------------------------------------------------------------------
    return {
        contactInfo: {
            id: contactInfoRes.id,
            name: contactInfoRes.name
        },
        returnMessage: {
            message: `New contact created.`,
            messageType: 'success',
            ttl: 3000
        }
    }
}

        phone: rawContactInfo.phones[0],
        organization: rawContactInfo.organization?.name ?? '',
        additionalInfo: relatedDeals ? { deals: relatedDeals } : null

    }
}

async function createContact({ user, authHeader, phoneNumber, newContactName }) {
    const postBody = {
        name: newContactName,
        phone: phoneNumber
    }
    const createContactRes = await axios.post(
        `https://${user.hostname}/v1/persons`,
        postBody,
        {
            headers: { 'Authorization': authHeader }
        });
    return {
        contactInfo: {
            id: createContactRes.data.data.id,
            name: createContactRes.data.data.name
        },