将联系方式输入到servicem8 [英] Feeding contact details into servicem8
问题描述
我将要从事一个涉及WordPress和ServiceM8 API的项目.想法之一是在wp端使用网络销售线索，并将其通过API馈入ServiceM8.我在线查看了 ServiceM8 API参考，并且可以找到针对工作联系，但不是自己联系.我认为联系方式将保留在ServiceM8应用程序中.使用ServiceM8 API可以以某种方式创建新联系人(以及更新/删除联系人)吗?
I am about to work on a project involving WordPress and ServiceM8 API. One of the idea is to use web leads on the wp side and feed them through the API into ServiceM8. I had a look at the ServiceM8 API Reference online, and could find requests for job contacts, but not contacts by themselves. I reckon that contacts will be kept in the ServiceM8 app. Is it somehow possible to create new contacts (and to update/delete them) using the ServiceM8 API?
谢谢， Jemy09
Thanks, Jemy09
推荐答案
有两种方法可以做到这一点:
There's two ways you could do this:
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在ServiceM8中将潜在客户创建为公司. ServiceM8 API中的公司终结点是您管理客户的方式.无论它们是公司还是个人，都始终可以通过公司"端点进行访问.创建公司后，您可以添加CompanyContacts来存储其联系方式.
Create the leads as Companies in ServiceM8. The companies endpoint in the ServiceM8 API is how you manage clients. Regardless of whether they're actually companies or individuals, they are always accessed through the Companies endpoint. Once you've created a Company you can add CompanyContacts to store their contact details.
通过电子邮件将线索发送到ServiceM8帐户的收件箱地址.这可能是一个更好的选择，因为用户可以通过检查其ServiceM8收件箱中未读邮件的数量来查看待处理的潜在客户的数量.您还可以将潜在客户直接转换为ServiceM8作业，并且不会因垃圾邮件而使客户数据库混乱.
E-mail the leads to the ServiceM8 account's Inbox address. This is probably a better option, as the user will be able to see the number of pending leads by checking the number of unread messages in their ServiceM8 Inbox. You'll also be able to convert the leads directly to ServiceM8 jobs, and you won't be cluttering up the client database with spammy submissions.
此处的更多信息-此处还有收件箱概述-
And overview of the Inbox here - https://support.servicem8.com/hc/en-us/articles/200272654-What-is-the-ServiceM8-Inbox-
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