'ServiceTitan',
'tasks' => array( 'create_lead' => 'Create Lead' )
);
return $actions;
}
add_filter( 'adfoin_settings_tabs', 'adfoin_servicetitan_settings_tab', 10, 1 );
function adfoin_servicetitan_settings_tab( $providers ) {
$providers['servicetitan'] = 'ServiceTitan';
return $providers;
}
add_action( 'adfoin_settings_view', 'adfoin_servicetitan_settings_view', 10, 1 );
function adfoin_servicetitan_settings_view( $current_tab ) {
if ( $current_tab !== 'servicetitan' ) return;
$arguments = wp_json_encode( array(
'platform' => 'servicetitan',
'fields' => array(
array( 'key' => 'appKey', 'label' => __( 'App Key (ST-App-Key)', 'advanced-form-integration' ), 'hidden' => true ),
array( 'key' => 'tenantId', 'label' => __( 'Tenant ID', 'advanced-form-integration' ) ),
array( 'key' => 'clientId', 'label' => __( 'Client ID', 'advanced-form-integration' ) ),
array( 'key' => 'clientSecret','label' => __( 'Client Secret', 'advanced-form-integration' ), 'hidden' => true ),
array( 'key' => 'environment', 'label' => __( 'Environment (production / integration)', 'advanced-form-integration' ) ),
),
) );
$instructions = __( 'In the ServiceTitan Developer Portal, create an Integration App and request access from your customer. You will receive an App Key, Client ID/Secret, and a Tenant ID. Use "production" or "integration" for the environment.', 'advanced-form-integration' );
echo adfoin_platform_settings_template( __( 'ServiceTitan', 'advanced-form-integration' ), 'servicetitan', $arguments, $instructions );
}
add_action( 'adfoin_action_fields', 'adfoin_servicetitan_action_fields' );
function adfoin_servicetitan_action_fields() {
?>
'firstName', 'value' => 'First Name', 'description' => '' ),
array( 'key' => 'lastName', 'value' => 'Last Name', 'description' => '' ),
array( 'key' => 'email', 'value' => 'Email', 'description' => '' ),
array( 'key' => 'phone', 'value' => 'Phone', 'description' => '' ),
array( 'key' => 'address', 'value' => 'Street', 'description' => '' ),
array( 'key' => 'unit', 'value' => 'Unit', 'description' => '' ),
array( 'key' => 'city', 'value' => 'City', 'description' => '' ),
array( 'key' => 'state', 'value' => 'State', 'description' => '' ),
array( 'key' => 'zip', 'value' => 'Zip', 'description' => '' ),
array( 'key' => 'country', 'value' => 'Country', 'description' => 'USA / CAN' ),
array( 'key' => 'businessUnitId','value' => 'Business Unit ID', 'description' => 'Required by ServiceTitan' ),
array( 'key' => 'jobTypeId', 'value' => 'Job Type ID', 'description' => '' ),
array( 'key' => 'campaignId', 'value' => 'Campaign ID', 'description' => '' ),
array( 'key' => 'priority', 'value' => 'Priority', 'description' => 'low / normal / high / urgent' ),
array( 'key' => 'summary', 'value' => 'Summary', 'description' => 'Lead summary / customer request' ),
);
wp_send_json_success( $fields );
}
function adfoin_servicetitan_credentials_list() {
foreach ( adfoin_read_credentials( 'servicetitan' ) as $option ) {
printf( '', esc_attr( $option['id'] ), esc_html( $option['title'] ) );
}
}
/**
* ServiceTitan access tokens are short-lived (~15 minutes, confirmed via
* their developer docs). Cache per-credential in a transient so a burst of
* submissions doesn't hit the OAuth token endpoint on every single request.
*/
function adfoin_servicetitan_get_token( $cred_id ) {
$cache_key = 'adfoin_servicetitan_token_' . md5( $cred_id );
$cached = get_transient( $cache_key );
if ( $cached ) return $cached;
$credentials = adfoin_get_credentials_by_id( 'servicetitan', $cred_id );
$client_id = isset( $credentials['clientId'] ) ? $credentials['clientId'] : '';
$client_secret = isset( $credentials['clientSecret'] ) ? $credentials['clientSecret'] : '';
$environment = isset( $credentials['environment'] ) ? $credentials['environment'] : 'production';
if ( ! $client_id || ! $client_secret ) return '';
$auth_url = ( $environment === 'integration' )
? 'https://auth-integration.servicetitan.io/connect/token'
: 'https://auth.servicetitan.io/connect/token';
$response = wp_remote_post( $auth_url, array(
'timeout' => 30,
'headers' => array( 'Content-Type' => 'application/x-www-form-urlencoded' ),
'body' => http_build_query( array(
'grant_type' => 'client_credentials',
'client_id' => $client_id,
'client_secret' => $client_secret,
) ),
) );
if ( is_wp_error( $response ) ) return '';
$body = json_decode( wp_remote_retrieve_body( $response ), true );
$token = isset( $body['access_token'] ) ? $body['access_token'] : '';
if ( $token ) {
$ttl = isset( $body['expires_in'] ) ? max( 60, (int) $body['expires_in'] - 60 ) : 60;
set_transient( $cache_key, $token, $ttl );
}
return $token;
}
function adfoin_servicetitan_request( $endpoint, $method = 'POST', $data = array(), $record = array(), $cred_id = '' ) {
$credentials = adfoin_get_credentials_by_id( 'servicetitan', $cred_id );
$app_key = isset( $credentials['appKey'] ) ? $credentials['appKey'] : '';
$tenant_id = isset( $credentials['tenantId'] ) ? $credentials['tenantId'] : '';
$environment = isset( $credentials['environment'] ) ? $credentials['environment'] : 'production';
if ( ! $app_key || ! $tenant_id ) return;
$token = adfoin_servicetitan_get_token( $cred_id );
if ( ! $token ) return;
$base = ( $environment === 'integration' )
? 'https://api-integration.servicetitan.io/'
: 'https://api.servicetitan.io/';
$url = $base . str_replace( '{tenant}', $tenant_id, ltrim( $endpoint, '/' ) );
$args = array(
'timeout' => 30,
'method' => $method,
'headers' => array(
'Authorization' => 'Bearer ' . $token,
'ST-App-Key' => $app_key,
'Content-Type' => 'application/json',
),
);
if ( $method === 'POST' || $method === 'PUT' ) $args['body'] = wp_json_encode( $data );
$response = wp_remote_request( $url, $args );
if ( $record ) adfoin_add_to_log( $response, $url, $args, $record );
return $response;
}
function adfoin_servicetitan_create_lead( $fields, $record, $cred_id ) {
$lead = array(
'customerName' => trim( ( isset( $fields['firstName'] ) ? $fields['firstName'] : '' ) . ' ' . ( isset( $fields['lastName'] ) ? $fields['lastName'] : '' ) ),
'summary' => isset( $fields['summary'] ) ? $fields['summary'] : '',
);
foreach ( array( 'businessUnitId' => 'businessUnitId', 'jobTypeId' => 'jobTypeId', 'campaignId' => 'campaignId', 'priority' => 'priority' ) as $local => $remote ) {
if ( isset( $fields[ $local ] ) && $fields[ $local ] !== '' ) {
$lead[ $remote ] = in_array( $local, array( 'businessUnitId', 'jobTypeId', 'campaignId' ), true ) ? intval( $fields[ $local ] ) : $fields[ $local ];
}
}
$contact = array();
if ( ! empty( $fields['email'] ) ) $contact[] = array( 'type' => 'Email', 'value' => $fields['email'] );
if ( ! empty( $fields['phone'] ) ) $contact[] = array( 'type' => 'Phone', 'value' => $fields['phone'] );
if ( $contact ) $lead['contactInformation'] = $contact;
$address = array();
foreach ( array( 'address' => 'street', 'unit' => 'unit', 'city' => 'city', 'state' => 'state', 'zip' => 'zip', 'country' => 'country' ) as $local => $remote ) {
if ( ! empty( $fields[ $local ] ) ) $address[ $remote ] = $fields[ $local ];
}
if ( $address ) $lead['locationAddress'] = $address;
return adfoin_servicetitan_request( 'crm/v2/tenant/{tenant}/leads', 'POST', $lead, $record, $cred_id );
}
add_action( 'adfoin_servicetitan_job_queue', 'adfoin_servicetitan_job_queue', 10, 1 );
function adfoin_servicetitan_job_queue( $data ) {
adfoin_servicetitan_send_data( $data['record'], $data['posted_data'] );
}
function adfoin_servicetitan_send_data( $record, $posted_data ) {
$record_data = json_decode( $record['data'], true );
if ( isset( $record_data['action_data']['cl'] ) && adfoin_check_conditional_logic( $record_data['action_data']['cl'], $posted_data ) ) return;
$data = isset( $record_data['field_data'] ) ? $record_data['field_data'] : $record_data;
$cred_id = isset( $data['credId'] ) ? $data['credId'] : ( isset( $record['cred_id'] ) ? $record['cred_id'] : '' );
$fields = array();
foreach ( $data as $k => $v ) {
$parsed = adfoin_get_parsed_values( $v, $posted_data );
if ( $parsed !== '' && $parsed !== null ) $fields[ $k ] = $parsed;
}
if ( $record['task'] === 'create_lead' ) {
adfoin_servicetitan_create_lead( $fields, $record, $cred_id );
}
}