Useful customizations itgrix_kmo (Kommo)
Since version 3.0.0.
Call processing scheme by Itgrix integration module
(Scheme for versions starting from 3.0.0)
"Request a conversation" - when the phone rings at the employee / client. There can be several "conversations" in one "call" (in case of call transfer).
Brief description of customizations
â„–
Customization file (in alphabetical order)
Description
1
Is it necessary to register the call? It is possible to make black/white lists by internal number/trunk.
3
Change your phone number before registering to CRM. You can change the format of your phone number (+7, 8...).
6
Changing parameters when initiating a call from CRM. You can call through another trunk, through another context, change the number format, and so on.
7
Customizing the path to the conversation recording file. Also in this file, converting from wav to mp3 format is configured.
Description Converting record to mp3 format.
8
Changing the settings for creating tasks on missed calls. Changing the task name can interfere with the automatic task completion option.
13
Changes the parameters for creating unsorted. Allows you to change the contact and lead fields.
Input and output parameters of customizations
1) need_registration
Used to implement black/white list functionality by numbers, trunks and other more complex conditions.
Examples: Black/white list for trunks.
Input:
{
"call_full": {<Full call data set>},
"call_stage": "<Call Stage. For this customization one of the options is:
conversation_requested - call request;
conversation_accepted - answer;
conversation_ended - end of conversation;
call_ended - call end>"
}The full set of call data is described in the article Call data (call_full) in customizations.
Return:
{
"data": {
"result": <true - register; false - ignore>
},
"state": "success"
}2) process_call_params
Changing call registration parameters.
Input:
{
"call_full": {<Full call data set>},
"call_result": "<Call result>",
"call_status": <Call Status>,
"created_at": <Date the call was created (in Unix Timestamp format)>,
"created_by": <responsible user ID>,
"direction": "<Call Direction. Values:
"inbound" - incoming, "outbound" - outgoing>",
"duration": <Duration (of the last call) in seconds>,
"link": "<Link to get the recording (of the last conversation)>",
"phone": "<Client's phone number
(already customized via process_client_phone)>",
"responsible_user_id": <responsible user ID>,
"source": "itgrix_amo"
}The full set of call data is described in the article Call data (call_full) in customizations.
Return:
{
"data": {
"call_result": "<Call result>",
"call_status": <Call Status>,
"created_at": <Date the call was created (in Unix Timestamp format)>,
"created_by": <responsible user ID>,
"direction": "<Call Direction. Values:
"inbound" - incoming, "outbound" - outgoing>",
"duration": <Duration (of the last call) in seconds>,
"link": "<Link to get the recording (of the last conversation)>",
"phone": "<Client's phone number
(already customized via process_client_phone)>",
"responsible_user_id": <responsible user ID>,
"source": "itgrix_amo"
},
"state": "success"
}3) process_client_phone
Converting client phone numbers before sending requests to amoCRM.
Examples in the article Changing customer number before sending to CRM.
Input:
{
"phone": "<номер>",
"call_full": {<Full call data set>},
"call_stage": "<Call Stage. For this customization one of the options is:
conversation_requested - call request;
conversation_accepted - answer;
conversation_ended - end of conversation;
call_ended - call end>"
}Return:
{
"data": {
"phone": "<Customized number>"
},
"state": "success"
}4) process_contact_creation_params
Changing contact creation parameters.
Example: Changing the tag when creating a contact/deal.
Input:
{
"call_full": {<Full call data set>},
"custom_fields_values": [
{
"field_id": <ID of the custom contact field in the account
(retrieved automatically)>,
"values": [
{
"enum_code": "<Field value.
Itgrix works with the value "WORK">",
"value": "<Phone number of the caller>"
}
]
}
],
"name": "<Contact Name. Default "Contact <Phone number>">",
"responsible_user_id": <Responsible user ID>,
"tags": [
"Itgrix"
]
}Return:
{
"data": {
"custom_fields_values": [
{
"field_id": <ID of the custom contact field in the account
(retrieved automatically)>,
"values": [
{
"enum_code": "<Field value.
Itgrix works with the value "WORK">",
"value": "<Phone number of the caller>"
}
]
}
],
"name": "<Contact Name. Default "Contact <Phone number>">",
"responsible_user_id": <Responsible user ID>,
"tags": [
"Itgrix"
]
// Other fields can also be set
},
"state": "success"
}The parameters of the contact creation request are described in the Kommo API documentation.
5) process_lead_creation_params
Changing the parameters for lead creating.
Example: Changing the tag when creating a contact/lead.
Input:
{
"call_full": {<Full call data set>},
"_embedded": {
"contacts": [
{"id": <Contact ID to which the lead is linked>}
],
"tags": [
{"name": "Itgrix"}
]
},
"name": "<Lead title.
By default "<Phone number> - [missed] incoming/outgoing">",
"pipeline_id": <Lead funnel ID>,
"responsible_user_id": <Responsible user ID>,
"status_id": <ID of the status to which the lead is added>
}Return:
{
"data": {
"_embedded": {
"contacts": [
{"id": <Contact ID to which the lead is linked>}
],
"tags": [
{"name": "Itgrix"}
]
},
"name": "<Lead title.
By default "<Phone number> - [missed] incoming/outgoing">",
"pipeline_id": <Lead funnel ID>,
"responsible_user_id": <Responsible user ID>,
"status_id": <ID of the status to which the lead is added>
// Other fields can also be set
},
"state": "success"
}The parameters of the transaction creation request are described in the Kommo API documentation.
6) process_originate_params
Changing parameters at call initialization from Kommo.
Detailed description with examples in the article Changing parameters during click-to-call.
7) process_record_file_path
Converting the path to a call recording file.
Detailed description with examples in the article Customizing audio file name.
Since conversion of records can take considerable time, this customization has an individual timeout of 10 seconds (can be changed in the connector configuration file - /etc/itgrix_amo/config.json).
If the record fails to convert before the timeout expires, the original file will be used.
8) process_task_creation_params
Customization of task creation parameters (on missed incoming call or unanswered outgoing call).
Input:
{
"call_full": {<Full call data set>},
"complete_till": <Date-Time when the task is to be completed
(in Unix Timestamp format)>,
"created_by": <ID of the user creating the task>,
"entity_id": <ID of the entity to which the task is bound>,
"entity_type": "<Type of entity to which the task is bound.
Takes values: "contacts", "leads">",
"is_completed": <Whether the task is completed. When created, always false>,
"responsible_user_id": <Responsible user ID>,
"task_type": <Task Type. Numerical value:
1 - Call, 2 - Meet, 3 - Email>,
"text": "<Task Description. Default:
"Call back <Entity name> on a missed call from a number <Phone number>">"
}Return:
{
"data": {
"complete_till": <Date-Time when the task is to be completed
(in Unix Timestamp format)>,
"created_by": <ID of the user creating the task>,
"entity_id": <ID of the entity to which the task is bound>,
"entity_type": "<Type of entity to which the task is bound.
Takes values: "contacts", "leads">",
"is_completed": <Whether the task is completed. When created, always false>,
"responsible_user_id": <Responsible user ID>,
"task_type": <Task Type. Numerical value:
1 - Call, 2 - Meet, 3 - Email>,
"text": "<Task Description. Default:
"Call back <Entity name> on a missed call from a number <Phone number>">"
// Other fields can also be set
},
"state": "success"
}Parameters of the task creation request are described in the Kommo API documentation.
9) customize_autodistribution
Customization of autodistribution of incoming calls.
Input:
{
"number": "<the number of the user to whom the call should be distributed>",
"name": "<the name of the user to whom the call should be distributed>",
"from": "<Calling number>",
"trunk": "<Trunk number>",
"request_data": {<Parameters of autodistribution request as is>},
"entity": {<Found entity data>},
"error": "<error message>"
}Return:
{
"data": {
"number": "<the number of the user to whom the call should be distributed>",
"name": "<the name of the user to whom the call should be distributed>"
},
"state": "success"
}name - the text that will appear in CallerID and will be displayed in the operator's phone (or softphone).
Must be no more than 20 characters (Asterisk limitation)!
10) post_registration
This customization gives you the option to perform any actions after the call is registered.
Input:
{
"call_full": {<Full call data set>}
}Return:
The only thing that needs to be returned state, the other things are ignored.:
{
"state": "success"
}11) process_contact_update_params
Changing contact update settings.
Input:
{
"call_full": {<Full call data set>},
"id": <Contact ID>,
"responsible_user_id": <Responsible user ID>
}Вернуть:
{
"data": {
"id": <Contact ID>,
"responsible_user_id": <Responsible user ID>
// Other fields can also be set
},
"state": "success"
}The parameters of the contact update request are described in the Kommo API documentation.
12) process_lead_update_params
Changing the parameters of lead update.
Input:
{
"call_full": {<Full call data set>},
"id": <Lead ID>,
"responsible_user_id": <Responsible user ID>
}Return:
{
"data": {
"id": <Lead ID>,
"responsible_user_id": <Responsible user ID>
// Other fields can also be set
},
"state": "success"
}Parameters of transaction update request are described in Kommo API documentation.
13) process_unsorted_creation_params
Changes the parameters for creating an unassembled. Allows you to change the contact and transaction fields.
Input:
{
"call_full": {<Full call data set>},
"_embedded": {
"contacts": [{
"custom_fields_values": [{
"field_id": <ID of the custom contact field in the account
(retrieved automatically)>,
"values": [{
"enum_code": "<Field value.
Itgrix works with the value "WORK">",
"value": "<Phone number of the caller>"
}]
}],
"name": "<Contact Name. Default "Contact <Phone number>">",
"tags": [
"Itgrix"
]
}],
"leads": [{
"name": "<Lead title.
By default "<Phone number> - [missed] incoming/outgoing">",
"pipeline_id": <Lead funnel ID>,
"tags": [
{"name": "Itgrix"},
]
}]
},
"created_at": <Date of unsorted creation (in Unix Timestamp format)>,
"metadata": {
"called_at": <When the call was made (in Unix Timestamp format)>,
"duration": <Call duration in seconds>,
"from": "<Calling number>",
"is_call_event_needed": false,
"link": "<Call recording link>",
"phone": "<The phone number that was called>",
"service_code": "itgrix_amo",
"uniq": "<Unique call ID.
Itgrix is sending linkedid>"
},
"pipeline_id": <Lead funnel ID>,
"source_name": "itgrix_amo",
"source_uid": "<UID of request source.
Itgrix is sending linkedid>"
}Return:
{
"data": {
"_embedded": {
"contacts": [{
"custom_fields_values": [{
"field_id": <ID of the custom contact field in the account
(retrieved automatically)>,
"values": [{
"enum_code": "<Field value.
Itgrix works with the value "WORK">",
"value": "<Phone number of the caller>"
}]
}],
"name": "<Contact Name. Default "Contact <Phone number>">",
"tags": [
"Itgrix"
]
}],
"leads": [{
"name": "<Lead title.
By default "<Phone number> - [missed] incoming/outgoing">",
"pipeline_id": <Lead funnel ID>,
"tags": [
{"name": "Itgrix"},
]
}]
},
"created_at": <Date of unsorted creation (in Unix Timestamp format>,
"metadata": {
"called_at": <When the call was made (in Unix Timestamp format)>,
"duration": <Call duration in seconds>,
"from": "<Calling number>",
"is_call_event_needed": false,
"link": "<Call recording link>",
"phone": "<The phone number that was called>",
"service_code": "itgrix_amo",
"uniq": "<Unique call ID.
Itgrix is sending linkedid>"
},
"pipeline_id": <Lead funnel ID>,
"source_name": "itgrix_amo",
"source_uid": "<UID of request source.
Itgrix is sending linkedid>"
// Other fields can also be set
},
"state": "success"
}Last updated
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