Created
March 16, 2017 10:35
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Zoho CRM thin API client
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class ZohoApiClient | |
BASE_URL = 'https://crm.zoho.com/crm/private/json' | |
# https://www.zoho.com/crm/help/api/api-methods.html | |
METHODS = %w[ | |
getMyRecords | |
getRecords | |
getRecordById | |
getDeletedRecordIds | |
insertRecords | |
updateRecords | |
getSearchRecordsByPDC | |
deleteRecords | |
convertLead | |
getRelatedRecords | |
getFields | |
updateRelatedRecords | |
getUsers | |
uploadFile | |
delink | |
downloadFile | |
deleteFile | |
uploadPhoto | |
downloadPhoto | |
deletePhoto | |
getModules | |
searchRecords | |
] | |
def initialize | |
@api_key = ENV['ZOHO_API_KEY'] | |
@scope = 'crmapi' | |
end | |
# IMPORTANT: Soho specifics | |
# there is a delay of about a minute before changes made in CRM | |
# become available for the API. | |
# EXAMPLE USAGE: | |
# api = ZohoApiClient.new | |
# api.get_modules(api_module: 'Info') | |
# api.search_records(api_module: 'Potentials', options: {criteria: '(Stage:"Closed (Won)")'}) | |
# api.get_record_by_id(api_module: 'Accounts', options: {id: some_id}) | |
# api.get_record_by_id(api_module: 'Products', options: {id: some_id}) | |
METHODS.each do |name| | |
define_method name.underscore do |api_module: 'Potentials', options: {}| | |
request(name, api_module, options) | |
end | |
end | |
private | |
def request(method, api_module, options) | |
url = "#{BASE_URL}/#{api_module}/#{method}?authtoken=#{@api_key}&scope=#{@scope}" # method without params | |
response = Faraday.get [url, options.map{|k,v,| "#{k.to_s.camelize(:lower)}=#{v}"}].join('&') #pass options as params | |
JSON(response.body) | |
rescue JSON::ParserError | |
response.body # return a string | |
end | |
end |
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