%s
', __('Please go to Settings > Integrations > API Keys', 'advanced-form-integration') ); ADFOIN_Account_Manager::render_settings_view( 'copper', __( 'Copper', 'advanced-form-integration' ), $fields, $instructions ); } add_action( 'wp_ajax_adfoin_get_copper_credentials', 'adfoin_get_copper_credentials', 10, 0 ); /* * Get Copper credentials */ function adfoin_get_copper_credentials() { if ( ! class_exists( 'ADFOIN_Account_Manager' ) ) { require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php'; } ADFOIN_Account_Manager::ajax_get_credentials_list( 'copper' ); } add_action( 'wp_ajax_adfoin_save_copper_credentials', 'adfoin_save_copper_credentials', 10, 0 ); /* * Save Copper credentials */ function adfoin_save_copper_credentials() { if ( ! class_exists( 'ADFOIN_Account_Manager' ) ) { require_once plugin_dir_path( __FILE__ ) . '../../includes/class-adfoin-account-manager.php'; } ADFOIN_Account_Manager::ajax_save_credentials( 'copper', array( 'userEmail', 'apiKey' ) ); } /* * Copper Credentials List */ function adfoin_copper_get_credentials_list() { $credentials = adfoin_read_credentials( 'copper' ); foreach ($credentials as $option) { printf('', esc_attr($option['id']), esc_html($option['title'])); } } // Legacy single-account import: surfaces old `adfoin_copper_*` options // as a Legacy Account record when the new credentials store is empty. add_action( 'plugins_loaded', function() { if ( class_exists( 'ADFOIN_Account_Manager' ) ) { ADFOIN_Account_Manager::register_legacy_option_importer( 'copper', array( 'userEmail' => 'adfoin_copper_user_email', 'apiKey' => 'adfoin_copper_access_token', ) ); } }, 20 ); // Deprecated - kept for backward compatibility add_action( 'admin_post_adfoin_save_copper_api_key', 'adfoin_save_copper_api_key', 10, 0 ); function adfoin_save_copper_api_key() { // Security Check // Authorization check adfoin_require_manage_options(); if (! wp_verify_nonce( $_POST['_nonce'], 'adfoin_copper_settings' ) ) { die( __( 'Security check Failed', 'advanced-form-integration' ) ); } $user_email = sanitize_text_field( wp_unslash( $_POST["adfoin_copper_user_email"] ) ); $access_token = sanitize_text_field( wp_unslash( $_POST["adfoin_copper_access_token"] ) ); // Save tokens update_option( "adfoin_copper_user_email", $user_email ); update_option( "adfoin_copper_access_token", $access_token ); advanced_form_integration_redirect( "admin.php?page=advanced-form-integration-settings&tab=copper" ); } add_action( 'adfoin_add_js_fields', 'adfoin_copper_js_fields', 10, 1 ); function adfoin_copper_js_fields( $field_data ) {} add_action( 'adfoin_action_fields', 'adfoin_copper_action_fields' ); function adfoin_copper_action_fields() { ?> stages ) && is_array( $pipeline->stages ) ) { foreach( $pipeline->stages as $stage ) { $pipeline_string[] = $pipeline->name . '/' . $stage->name . ': ' . $pipeline->id . '_' . $stage->id; } } } } return implode( ', ', $pipeline_string ); } function adfoin_copper_get_sources( $cred_id = '' ) { $data = adfoin_copper_request( 'customer_sources', 'GET', array(), array(), $cred_id ); if( is_wp_error( $data ) ) { return; } $sources = json_decode( wp_remote_retrieve_body( $data ) ); $source_string = array(); if( is_array( $sources ) ) { foreach( $sources as $source ) { $source_string[] = $source->name. ': ' . $source->id; } } return implode( ', ', $source_string ); } add_action( 'wp_ajax_adfoin_get_copper_all_fields', 'adfoin_get_copper_all_fields', 10, 0 ); /* * Get Copper fields */ function adfoin_get_copper_all_fields() { // Security Check (capability + nonce, with isset/unslash/sanitize) adfoin_verify_nonce(); $cred_id = isset( $_POST['credId'] ) ? sanitize_text_field( wp_unslash( $_POST['credId'] ) ) : ''; $contact_types = adfoin_copper_get_contact_types( $cred_id ); $pipelines = adfoin_copper_get_pipelines( $cred_id ); $sources = adfoin_copper_get_sources( $cred_id ); $ct_description = array(); if( is_array( $contact_types ) ) { foreach( $contact_types as $contact_type ) { $ct_description[] = $contact_type->name . ': ' . $contact_type->id; } } $com_fields = array( array( 'key' => 'com_name', 'value' => 'Name [Company]', 'description' => 'Required only for creating a Company' ), array( 'key' => 'com_workphone', 'value' => 'Work Phone [Company]', 'description' => '' ), array( 'key' => 'com_mobilephone', 'value' => 'Mobile Phone [Company]', 'description' => '' ), array( 'key' => 'com_homephone', 'value' => 'Home Phone [Company]', 'description' => '' ), array( 'key' => 'com_workwebsite', 'value' => 'Work Website [Company]', 'description' => '' ), array( 'key' => 'com_emaildomain', 'value' => 'Email Domain [Company]', 'description' => '' ), array( 'key' => 'com_linkedin', 'value' => 'LinkedIn [Company]', 'description' => '' ), array( 'key' => 'com_twitter', 'value' => 'Twitter [Company]', 'description' => '' ), array( 'key' => 'com_facebook', 'value' => 'Facebook [Company]', 'description' => '' ), array( 'key' => 'com_youtube', 'value' => 'Youtube [Company]', 'description' => '' ), array( 'key' => 'com_street', 'value' => 'Street [Company]', 'description' => '' ), array( 'key' => 'com_city', 'value' => 'City [Company]', 'description' => '' ), array( 'key' => 'com_state', 'value' => 'State [Company]', 'description' => '' ), array( 'key' => 'com_zip', 'value' => 'Zip [Company]', 'description' => '' ), array( 'key' => 'com_country', 'value' => 'Country [Company]', 'description' => '' ), array( 'key' => 'com_description', 'value' => 'Description [Company]', 'description' => '' ), array( 'key' => 'com_contacttype', 'value' => 'Contact Type ID [Company]', 'description' => implode( ', ', $ct_description ) ) ); $per_fields = array( array( 'key' => 'per_name', 'value' => 'Name [Person]', 'description' => 'Required only for creating a Person' ), array( 'key' => 'per_workemail', 'value' => 'Email [Person]', 'description' => '' ), array( 'key' => 'per_title', 'value' => 'Title [Person]', 'description' => '' ), array( 'key' => 'per_workphone', 'value' => 'Work Phone [Person]', 'description' => '' ), array( 'key' => 'per_mobilephone', 'value' => 'Mobile Phone [Person]', 'description' => '' ), array( 'key' => 'per_homephone', 'value' => 'Home Phone [Person]', 'description' => '' ), // array( 'key' => 'per_personalemail', 'value' => 'Personal Email [Person]', 'description' => '' ), array( 'key' => 'per_workwebsite', 'value' => 'Work Website [Person]', 'description' => '' ), array( 'key' => 'per_personalwebsite', 'value' => 'Personal Website [Person]', 'description' => '' ), array( 'key' => 'per_linkedin', 'value' => 'LinkedIn [Person]', 'description' => '' ), array( 'key' => 'per_twitter', 'value' => 'Twitter [Person]', 'description' => '' ), array( 'key' => 'per_facebook', 'value' => 'Facebook [Person]', 'description' => '' ), array( 'key' => 'per_youtube', 'value' => 'Youtube [Person]', 'description' => '' ), array( 'key' => 'per_street', 'value' => 'Street [Person]', 'description' => '' ), array( 'key' => 'per_city', 'value' => 'City [Person]', 'description' => '' ), array( 'key' => 'per_state', 'value' => 'State [Person]', 'description' => '' ), array( 'key' => 'per_zip', 'value' => 'Zip [Person]', 'description' => '' ), array( 'key' => 'per_country', 'value' => 'Country [Person]', 'description' => '' ), array( 'key' => 'per_description', 'value' => 'Description [Person]', 'description' => '' ), array( 'key' => 'per_contacttype', 'value' => 'Contact Type ID [Person]', 'description' => implode( ', ', $ct_description ) ) ); $deal_fields = array( array( 'key' => 'deal_name', 'value' => 'Name [Opportunity]', 'description' => 'Required only for creating a Opportunity' ), array( 'key' => 'deal_closedate', 'value' => 'Close Date [Opportunity]', 'description' => '' ), array( 'key' => 'deal_description', 'value' => 'Description [Opportunity]', 'description' => '' ), array( 'key' => 'deal_pipeline', 'value' => 'Pipeline_Stage ID [Opportunity]', 'description' => $pipelines ), array( 'key' => 'deal_source', 'value' => 'Source ID [Opportunity]', 'description' => $sources ), array( 'key' => 'deal_priority', 'value' => 'Priority [Opportunity]', 'description' => 'None, Low, Medium, High' ), array( 'key' => 'deal_value', 'value' => 'Value [Opportunity]', 'description' => '' ), array( 'key' => 'deal_winpercentage', 'value' => 'Win Percentage [Opportunity]', 'description' => '' ) ); $final_data = array_merge( $com_fields, $per_fields, $deal_fields ); wp_send_json_success( $final_data ); } add_action( 'adfoin_copper_job_queue', 'adfoin_copper_job_queue', 10, 1 ); function adfoin_copper_job_queue( $data ) { adfoin_copper_send_data( $data['record'], $data['posted_data'] ); } /* * Handles sending data to Copper API */ function adfoin_copper_send_data( $record, $posted_data ) { $record_data = json_decode( $record["data"], true ); if ( adfoin_check_conditional_logic( $record_data['action_data']['cl'] ?? array(), $posted_data ) ) { return; } $data = $record_data["field_data"]; $cred_id = isset( $data['credId'] ) ? $data['credId'] : ''; $task = $record["task"]; $owner = isset( $data["owner"] ) ? $data["owner"] : ''; $com_id = ""; $per_id = ""; $deal_id = ""; // Backward compatibility: if no cred_id, use first available credential if( empty( $cred_id ) ) { $all_credentials = adfoin_read_credentials( 'copper' ); if( !empty( $all_credentials ) ) { $cred_id = $all_credentials[0]['id']; } } if( $task == "add_contact" ) { $holder = array(); $com_data = array(); $per_data = array(); $deal_data = array(); foreach( $data as $key => $value ) { $holder[$key] = adfoin_get_parsed_values( $value, $posted_data ); } foreach( $holder as $key => $value ) { if( substr( $key, 0, 4 ) == 'com_' && $value ) { $key = substr( $key, 4 ); $com_data[$key] = $value; } if( substr( $key, 0, 4 ) == 'per_' && $value ) { $key = substr( $key, 4 ); $per_data[$key] = $value; } if( substr( $key, 0, 5 ) == 'deal_' && $value ) { $key = substr( $key, 5 ); $deal_data[$key] = $value; } } if( ! empty( $com_data['name'] ) ) { $com_id = adfoin_copper_company_exists( $com_data['name'], $cred_id ); if( $com_id ) { $com_endpoint = "companies/{$com_id}"; $com_method = 'PUT'; } else{ $com_endpoint = 'companies'; $com_method = 'POST'; } $com_body = array( 'name' => $com_data['name'], 'phone_numbers' => array(), 'address' => array(), 'websites' => array(), 'socials' => array() ); if( $owner ) { $com_body['assignee_id'] = $owner; } if( isset( $com_data['description'] ) && $com_data['description'] ) { $com_body['details'] = $com_data['description']; } if( isset( $com_data['contacttype'] ) && $com_data['contacttype'] ) { $com_body['contact_type_id'] = $com_data['contacttype']; } if( isset( $com_data['street'] ) && $com_data['street'] ) { $com_body['address']['street'] = $com_data['street']; } if( isset( $com_data['city'] ) && $com_data['city'] ) { $com_body['address']['city'] = $com_data['city']; } if( isset( $com_data['state'] ) && $com_data['state'] ) { $com_body['address']['state'] = $com_data['state']; } if( isset( $com_data['zip'] ) && $com_data['zip'] ) { $com_body['address']['zip'] = $com_data['zip']; } if( isset( $com_data['country'] ) && $com_data['country'] ) { $com_body['address']['country'] = $com_data['country']; } if( isset( $com_data['workphone'] ) && $com_data['workphone'] ) { $com_body['phone_numbers'][] = array( 'number' => $com_data['workphone'], 'category' => 'work' ); } if( isset( $com_data['mobilephone'] ) && $com_data['mobilephone'] ) { $com_body['phone_numbers'][] = array( 'number' => $com_data['mobilephone'], 'category' => 'mobile' ); } if( isset( $com_data['homephone'] ) && $com_data['homephone'] ) { $com_body['phone_numbers'][] = array( 'number' => $com_data['homephone'], 'category' => 'home' ); } if( isset( $com_data['workwebsite'] ) && $com_data['workwebsite'] ) { $com_body['websites'][] = array( 'url' => $com_data['workwebsite'], 'category' => 'work' ); } if( isset( $com_data['emaildomain'] ) && $com_data['emaildomain'] ) { $com_body['email_domain'] = $com_data['emaildomain']; } if( isset( $com_data['linkedin'] ) && $com_data['linkedin'] ) { $com_body['socials'][] = array( 'url' => $com_data['linkedin'], 'category' => 'linkedin' ); } if( isset( $com_data['twitter'] ) && $com_data['twitter'] ) { $com_body['socials'][] = array( 'url' => $com_data['twitter'], 'category' => 'twitter' ); } if( isset( $com_data['facebook'] ) && $com_data['facebook'] ) { $com_body['socials'][] = array( 'url' => $com_data['facebook'], 'category' => 'facebook' ); } if( isset( $com_data['youtube'] ) && $com_data['youtube'] ) { $com_body['socials'][] = array( 'url' => $com_data['youtube'], 'category' => 'youtube' ); } $com_body = array_filter( $com_body ); $com_response = adfoin_copper_request( $com_endpoint, $com_method, $com_body, $record, $cred_id ); if( !$com_id ) { if( 200 == wp_remote_retrieve_response_code( $com_response ) ) { $com_response_body = json_decode( wp_remote_retrieve_body( $com_response ) ); $com_id = $com_response_body->id; } } } if( ! empty( $per_data['name'] ) ) { $per_email = isset( $per_data['workemail'] ) && $per_data['workemail'] ? $per_data['workemail'] : ''; if( $per_email ) { $per_id = adfoin_copper_person_exists( $per_email, $cred_id ); if( $per_id ) { $per_endpoint = "people/{$per_id}"; $per_method = 'PUT'; if( $com_id ) { adfoin_copper_request( 'people/' . $per_id . '/related', 'POST', array( 'resource' => array( 'id' => $com_id, 'type' => 'company' ) ), $record, $cred_id ); } } else{ $per_endpoint = 'people'; $per_method = 'POST'; } } $per_body = array( 'name' => $per_data['name'], 'phone_numbers' => array(), 'emails' => array(), 'websites' => array(), 'address' => array(), 'socials' => array() ); if( $owner ) { $per_body['assignee_id'] = $owner; } if( $com_id ) { $per_body['company_id'] = $com_id; } if( isset( $per_data['title'] ) && $per_data['title'] ) { $per_body['title'] = $per_data['title']; } if( isset( $per_data['description'] ) && $per_data['description'] ) { $per_body['details'] = $per_data['description']; } if( isset( $per_data['contacttype'] ) && $per_data['contacttype'] ) { $per_body['contact_type_id'] = $per_data['contacttype']; } if( isset( $per_data['street'] ) && $per_data['street'] ) { $per_body['address']['street'] = $per_data['street']; } if( isset( $per_data['city'] ) && $per_data['city'] ) { $per_body['address']['city'] = $per_data['city']; } if( isset( $per_data['state'] ) && $per_data['state'] ) { $per_body['address']['state'] = $per_data['state']; } if( isset( $per_data['zip'] ) && $per_data['zip'] ) { $per_body['address']['zip'] = $per_data['zip']; } if( isset( $per_data['country'] ) && $per_data['country'] ) { $per_body['address']['country'] = $per_data['country']; } if( isset( $per_data['workphone'] ) && $per_data['workphone'] ) { $per_body['phone_numbers'][] = array( 'number' => $per_data['workphone'], 'category' => 'work' ); } if( isset( $per_data['mobilephone'] ) && $per_data['mobilephone'] ) { $per_body['phone_numbers'][] = array( 'number' => $per_data['mobilephone'], 'category' => 'mobile' ); } if( isset( $per_data['homephone'] ) && $per_data['homephone'] ) { $per_body['phone_numbers'][] = array( 'number' => $per_data['homephone'], 'category' => 'home' ); } if( isset( $per_data['workemail'] ) && $per_data['workemail'] ) { $per_body['emails'][] = array( 'email' => $per_data['workemail'], 'category' => 'work' ); } if( isset( $per_data['personalemail'] ) && $per_data['personalemail'] ) { $per_body['emails'][] = array( 'email' => $per_data['personalemail'], 'category' => 'personal' ); } if( isset( $per_data['workwebsite'] ) && $per_data['workwebsite'] ) { $per_body['websites'][] = array( 'url' => $per_data['workwebsite'], 'category' => 'work' ); } if( isset( $per_data['personalwebsite'] ) && $per_data['personalwebsite'] ) { $per_body['websites'][] = array( 'url' => $per_data['personalwebsite'], 'category' => 'personal' ); } if( isset( $per_data['linkedin'] ) && $per_data['linkedin'] ) { $per_body['socials'][] = array( 'url' => $per_data['linkedin'], 'category' => 'linkedin' ); } if( isset( $per_data['twitter'] ) && $per_data['twitter'] ) { $per_body['socials'][] = array( 'url' => $per_data['twitter'], 'category' => 'twitter' ); } if( isset( $per_data['facebook'] ) && $per_data['facebook'] ) { $per_body['socials'][] = array( 'url' => $per_data['facebook'], 'category' => 'facebook' ); } if( isset( $per_data['youtube'] ) && $per_data['youtube'] ) { $per_body['socials'][] = array( 'url' => $per_data['youtube'], 'category' => 'youtube' ); } $per_body = array_filter( $per_body ); $per_response = adfoin_copper_request( $per_endpoint, $per_method, $per_body, $record, $cred_id ); if( !$per_id ) { if( 200 == wp_remote_retrieve_response_code( $per_response ) ) { $per_response_body = json_decode( wp_remote_retrieve_body( $per_response ) ); $per_id = $per_response_body->id; } } } if( ! empty( $deal_data['name'] ) ) { $deal_body = array( 'name' => $deal_data['name'] ); if( $owner ) { $deal_body['assignee_id'] = $owner; } if( $com_id ) { $deal_body['company_id'] = $com_id; } if( $per_id ) { $deal_body['primary_contact_id'] = $per_id; } if( isset( $deal_data['closedate'] ) && $deal_data['closedate'] ) { $deal_body['close_date'] = $deal_data['closedate']; } if( isset( $deal_data['description'] ) && $deal_data['description'] ) { $deal_body['details'] = $deal_data['description']; } if( isset( $deal_data['source'] ) && $deal_data['source'] ) { $deal_body['customer_source_id'] = $deal_data['source']; } if( isset( $deal_data['priority'] ) && $deal_data['priority'] ) { $deal_body['priority'] = $deal_data['priority']; } if( isset( $deal_data['value'] ) && $deal_data['value'] ) { $deal_body['monetary_value'] = $deal_data['value']; } if( isset( $deal_data['winpercentage'] ) && $deal_data['winpercentage'] ) { $deal_body['win_probability'] = $deal_data['winpercentage']; } if( isset( $deal_data['pipeline'] ) && $deal_data['pipeline'] ) { // Limit the split so stage IDs containing '_' don't get // truncated (mirrors pro). Format is "{pipeline_id}_{stage_id}". $pipeline_stage = explode( '_', $deal_data['pipeline'], 2 ); if( count( $pipeline_stage ) == 2 ) { $deal_body['pipeline_id'] = $pipeline_stage[0]; $deal_body['pipeline_stage_id'] = $pipeline_stage[1]; } } $deal_body = array_filter( $deal_body ); $deal_response = adfoin_copper_request( 'opportunities', 'POST', $deal_body, $record, $cred_id ); if( !$deal_id ) { if( 200 == wp_remote_retrieve_response_code( $deal_response ) ) { $deal_response_body = json_decode( wp_remote_retrieve_body( $deal_response ) ); $deal_id = $deal_response_body->id; } } } } return; } function adfoin_copper_request( $endpoint, $method, $data = array(), $record = array(), $cred_id = '' ) { $credentials = adfoin_get_credentials_by_id( 'copper', $cred_id ); $user_email = isset( $credentials['userEmail'] ) ? $credentials['userEmail'] : ''; $access_token = isset( $credentials['apiKey'] ) ? $credentials['apiKey'] : ''; // Backward compatibility: fallback to old options if credentials not found if( empty( $user_email ) ) { $user_email = get_option( 'adfoin_copper_user_email' ) ? get_option( 'adfoin_copper_user_email' ) : ''; } if( empty( $access_token ) ) { $access_token = get_option( 'adfoin_copper_access_token' ) ? get_option( 'adfoin_copper_access_token' ) : ''; } if( !$user_email || !$access_token ) { return array(); } $args = array( 'timeout' => 30, 'method' => $method, 'headers' => array( 'X-PW-AccessToken' => $access_token, 'X-PW-Application' => 'developer_api', 'X-PW-UserEmail' => $user_email, 'Content-Type' => 'application/json' ) ); $base_url = 'https://api.copper.com/developer_api/v1/'; $url = $base_url . $endpoint; if( 'POST' == $method || 'PUT' == $method ) { $args['body'] = wp_json_encode( $data ); } $response = wp_remote_request( $url, $args ); // Copper caps at 180 requests/minute (rolling window) and returns HTTP // 429 when exceeded. The docs don't specify a Retry-After header, so // back off briefly and retry once. Honor Retry-After if present. if( 429 == (int) wp_remote_retrieve_response_code( $response ) ) { $retry_after = wp_remote_retrieve_header( $response, 'retry-after' ); $wait = is_numeric( $retry_after ) ? (int) $retry_after : 2; if( $wait < 1 ) { $wait = 1; } if( $wait > 30 ) { $wait = 30; } sleep( $wait ); $response = wp_remote_request( $url, $args ); } if( $record ) { adfoin_add_to_log( $response, $url, $args, $record ); } return $response; } function adfoin_copper_company_exists( $company_name, $cred_id = '' ) { $data = array( 'name' => $company_name ); $result = adfoin_copper_request( 'companies/search', 'POST', $data, array(), $cred_id ); if( 200 == wp_remote_retrieve_response_code( $result ) ) { $body = json_decode( wp_remote_retrieve_body( $result ), true ); if( is_array( $body ) && $body ) { return $body[0]['id']; } } return false; } function adfoin_copper_person_exists( $email, $cred_id = '' ) { $data = array( 'email' => $email ); $result = adfoin_copper_request( 'people/fetch_by_email', 'POST', $data, array(), $cred_id ); if( 200 == wp_remote_retrieve_response_code( $result ) ) { $body = json_decode( wp_remote_retrieve_body( $result ) ); if( $body ) { return $body->id; } } return false; }