closeio-api-wrapper

The CloseIo API Wrapper is a package that allows you to access in an object oriented way the Close.io REST APIs and fetch or create data.

Installation

To install the library you will need to be using Composer in your project. To install it please see the official docs. CloseIo Api Wrapper uses Httplug to not be tied to any specific library that sends HTTP messages. This means that users are free to choose whichever PSR-7 implementation and HTTP client they want, be it Guzzle or a simple cURL client.

If you just want to get started quickly you should run the following command:

composer require loopline-systems/closeio-api-wrapper php-http/curl-client nyholm/psr7

This will install the library itself along with an HTTP client adapter for Httplug that uses cURL and a PSR-7 implementation needed to create the messages. You do not need to use those packages if you don't want to: you may use any package that provides php-http/async-client-implementation and http-message-implementation.

Usage

To get started you just need to create an instance of the client and then use its method to query the REST APIs of Close.io.

require_once __DIR__ . '/vendor/autoload.php';

use LooplineSystems\CloseIoApiWrapper\Client;
use LooplineSystems\CloseIoApiWrapper\CloseIoApiWrapper;
use LooplineSystems\CloseIoApiWrapper\Configuration;

$configuration = new Configuration('{api-key}');
$client = new Client($configuration);
$closeIoApiWrapper = new CloseIoApiWrapper($client);

$leadsApi = $closeIoApiWrapper->getLeadApi();

// create lead
$lead = new Lead();
$lead->setName('Test Company');
$lead->setDescription('Company description');
$lead->setUrl('www.test-company.com');

// address
$address = new Address();
$address->setCountry('DE');
$address->setCity('Berlin');
$address->setAddress1('Main Street');
$address->setAddress2('Mitte');

// contacts
$contact = new Contact();
$contact->setName('Testy Testersson');
$contact->setTitle('Chief Tester');

// emails
$email = new Email();
$email->setEmail('[email protected]');
$email->setType(Email::EMAIL_TYPE_OFFICE);
$contact->addEmail($email);

// phones
$phone = new Phone();
$phone->setPhone('+491234567890');
$phone->setType(Phone::PHONE_TYPE_MOBILE);
$contact->addPhone($phone);

$lead->addAddress($address);
$lead->addContact($contact);

$response = $leadsApi->addLead($lead);

Adding Opportunities

$opportunity = new Opportunity();
$opportunity->setValue(500);
$opportunity->setNote('My note on this opportunity');
$opportunity->setConfidence(85);
$opportunity->setValuePeriod(Opportunity::OPPORTUNITY_FREQUENCY_MONTHLY);

// you can use the leadApi to get ID for leads
$opportunity->setLeadId(<lead-id>);

$opportunityApi = $this->apiWrapper->getOpportunityApi();
$result = $opportunityApi->addOpportunity($opportunity);

Activities

$activityApi = $this->apiWrapper->getActivityApi();

// SMS
$sms = new SmsActivity();
$sms->setLocalPhone('12345');
$sms->setRemotePhone('23456');
$sms->setText('first sms');
$sms->setStatus(SmsActivity::STATUS_SCHEDULED);

$activityApi->addSms($sms);

// EMails
$email = new EmailActivity();
$email->setStatus(EmailActivity::STATUS_INBOX);
$email->setSubject('RE: Support');
$email->setSender('Support <[email protected]>');
$email->setTo('Customer <[email protected]>');

$activityApi->addEmail($sms);

Updating custom fields

$customField = new CustomField();
$customField->setId('Custom field id')
$customField->addChoice('Value for choices list');

$customFieldApi = $this->apiWrapper->getCustomFieldApi();
$result = $customFieldApi->updateCustomField($customField);

Info

Right now just a few APIs are implemented, because the main need was to create leads. Feel free to add requests and create pull requests or go on forking the repository.

We use https://github.com/btford/adj-noun for our release names, so don't worry they have no special meaning :)

Authors

Michael Devery - [email protected]
Marco Roßdeutscher - [email protected]
Marc Zahn - [email protected]

See also the list of contributors who participated in this project.

License

The Close.io API Wrapper is licensed under the MIT License: see the LICENSE file for more information.

! We are not affiliated with Close.io itself.

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