Wice CRM is a CRM Software which offers different modules for address management, tasks management, project management, calendars and a knowledge base for knowledge management. The software could be used to manage sales opportunities and offers too. In addition, Wice CRM offers the possibility to manage and create invoices, open items and incoming payments.
This adapter connects Wice CRM which with third-party applications. With this adapter you are able to create different application flows. It supports "Triggers" (e.g. getPersonsPolling, getOrganizationsPolling) as well as "Actions" (e.g. upsertPerson, upsertArticle, updatePersonsOrganization, etc.), therefore with this adapter you could both read and fetch data from Wice CRM and write and save data in Wice CRM.
Before you can use the component you must be a registered Wice CRM user. Please visit the home page of Wice CRM to sign up.
Any attempt to reach Wice CRM endpoints without registration will not be successful
After you are already registered in Wice CRM you have to generate your API Key.
For activation you have to be logged in, then click of
Adminand underPluginsclick ofClient API Backend. Once you are in click the buttonCreate newto generate your API key.
Once the activation is done you have an access to API Key which is required for an authentication when you make a request to Wice CRM.
The connector supports the following actions and triggers:
- Get persons - polling (
getPersonsPolling.js) - Get organizations - polling (
getOrganizationsPolling.js)
All triggers are of type 'polling' which means that the trigger will be scheduled to execute periodically. It will fetch only these objects from the database that have been modified or created since the previous execution. Then it will emit one message per object that changes or is added since the last polling interval. For this case at the very beginning we just create an empty snapshot object. Later on we attach lastUpdated to it. At the end the entire object should be emitted as the message body.
- Upsert person (
upsertPerson.js) - Upsert organization(
upsertOrganization.js)
NOTE: As mentioned before, to perform an action or call a trigger you have to be a registered Wice CRM user and you have to pass your API Key when you send a request.
In each trigger and action, before sending a request we create a session in Wice CRM via calling the function createSession() from wice.js file, which is located in directory utils. This function returns a cookie which is used when we send a request to Wice CRM
Get persons trigger (getPersonsPolling.js) performs a request which fetches all new and updated persons saved by a user in Wice CRM.
Get organizations trigger (getOrganizationsPolling.js) performs a request which fetches all new and updated organizations saved by a user in Wice CRM.
Upsert person action (upsertPerson.js) updates an existing person if it already exists. Otherwise creates a new one. At this point of time the function accepts as required parameters name and firstname, but of course you can also pass other parameters like email, phone, salutation, title, etc.
Upsert organization action (upsertOrganization.js) updates an existing organization if it already exists. Otherwise creates a new one. This function accepts as required parameter only name, but if you wish you can also pass town, street, street_number, zip_code, countryetc.
As of version 2.0.0, transformations to and from the OIH contact master data model are integrated into the relevant actions/triggers by default. This means that it is no longer necessary to run a separate Wice CRM Transformer in flows containing this Adapter.
If you would like to use the old behaviour without integrated transformations, simply set skipTransformation: true in the fields object of your flow configuration. Alternatively, you can also inject a valid, stringified JSONata expression in the customMapping key of the fields object, which will be used instead of the integrated transformation.
Apache-2.0 © Wice GmbH