将联系方式输入 servicem8 [英] Feeding contact details into servicem8
问题描述
我即将从事一个涉及 WordPress 和 ServiceM8 API 的项目.其中一个想法是在 wp 端使用 web 线索，并通过 API 将它们馈送到 ServiceM8.我在线查看了 ServiceM8 API Reference，可以找到工作联系人，但不是他们自己的联系人.我认为联系人将保留在 ServiceM8 应用程序中.是否可以使用 ServiceM8 API 创建新联系人(并更新/删除它们)?
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，杰米09
推荐答案
有两种方法可以做到这一点:
There's two ways you could do this:
在 ServiceM8 中将潜在客户创建为公司.ServiceM8 API 中的公司端点是您管理客户的方式.无论他们实际上是公司还是个人，他们始终可以通过 Companies 端点进行访问.创建公司后，您可以添加 CompanyContacts 以存储他们的详细联系信息.
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.
将潜在客户通过电子邮件发送到 ServiceM8 帐户的收件箱地址.这可能是一个更好的选择，因为用户将能够通过检查 ServiceM8 收件箱中未读消息的数量来查看待处理的潜在客户数量.您还可以将潜在客户直接转换为 ServiceM8 作业，并且您不会因垃圾邮件提交而使客户数据库变得混乱.
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.
收件箱概述 - https://support.servicem8.com/hc/en-us/articles/200272654-What-is-the-ServiceM8-Inbox-
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