如何使用PHP中的REST API发送行动计划来跟进

Question

我正在尝试将潜在客户和查询发送到后续CRM，这是我用于连接到Tasterupboss REST API https https://github.com/followupboss/fub--Api示例

一切正常工作，现在我必须将Action Plan JSON字段添加到代码中。但是它不起作用，

这是我的代码：

$data = array(
"source" => $propertyname . "-Landing page",
"type" => "Property Inquiry",
"pageTitle" => $propertyname,
"pageUrl" => $prpurl,
"pageDuration" => "",
"message" => "Viewed: " . $propertyname,
"person" => array( 
    "firstName" => $fname ,
    "lastName" => $lname ,
    "emails" => array(array("value" => $email)),
    "phones" => array(array("value" => $phone)),
    "assignedTo" => "Hossein Shahi",
    "addresses" => array(
    // Address 1
    array(
         "street" => "322 S Broadway"
    )
    // If there are more than 1 address, add here
    ,array(
         "street" => "" 
    )
),
    "tags" => array(),  
),      
"property" => array(
    "street" => $propertyname,
    "city" => "",
    "state" => "",
    "code" => "",
    "mlsNumber" => $mlscnm,
    "price" => $prpprice,
    "forRent" => false,
    "url" => $prpurl,
    "type" => $prptype,
    "bedrooms" => $prpbeds,
    "bathrooms" => $prpbaths,
    "area" => $prparea,
    "lot" => 0
),
    "actionPlans" => array(
    "status" => "Active",
    "name" => "Buyer - Pre Construction",
    "id" => ""
)
);

Answer 1

actionPlans不是通过/events API创建的新引线的有效字段。这就是为什么它不起作用。

在UI中创建的操作计划会自动触发，当新的引线进来时。使用该应用程序将操作计划与受让人相关联。这就是您确保行动计划将对领导者和处理它的人生效的方式。

另外，您可以对/actionPlansPeople进行第二个API调用，以启用特定受让人的行动计划。分配给该用户的新项目将使用行动计划。