Odoo CRM Integration
Integrate with Odoo CRM
API
Authentication
Authentication is OAuth2 based. We use AWS Cognito. Refer this url to know how it works
Ask us for the client_id and client_secret by sending an email to support@7targets.com
Get access token
Get a Base64 encoded string of client_id and client_secret.
echo -n 'client_id:client_secret' | openssl base64
Once you have the base64 encoded, you can request the access token with HTTP Basic Authorization header. Like below.
curl -X POST https://login.7targets.com/oauth2/token -H 'authorization: Basic *********48csfderdfZhZ3J***************' -H 'content-type: application/x-www-form-urlencoded' -d 'grant_type=client_credentials&scope=leads%2Fpost'
This should return an access_token, which is a JWT.
{
"access_token": "*********eyJzdWIiOiIxNGtJU-QMfeFJkN2UgKQ*",
"expires_in": 3600,
"token_type": "Bearer"
}
Create a Lead
This method creates or assigns a Lead to the Assistant.
url_path: https://api.7targets.com/leads
type: POST
Authorization Header for the API calls
Authorization : Bearer <access_token>
User Identifier header
7ts-user-identifier : <value from 7Targets UI>
Request
The headers must include a **valid access_token and 7ts-user-identifier.
Authentication: Bearer <access_token>
7ts-user-identifier : <value from 7Targets UI>
The body can’t be empty
{
name: "John", //Mandatory
lastName: "Doe",
source: "Website", //Optional. If not provided Website will be used.
context: "AI Sales Assistant", //Optional. Assistant will write message using this
additionalInformationLine: "Additional information",
email: "john.doe@gmail.com", //Mandatory
phone: "+919123456789", //Optional
assistantEmail : <assistant email to assign> //Mandatory.
scheduleId : <valid sequence Id>, //Optional. If not provided then scheduleName is used. If that too is not provided then default for the assistant is used.
scheduleName: <valid sequence name, case sensitive>
}
Response
If succeeds, returns the created Lead.
Status: 201 Created
{
id: 2345,
name: "John",
lastName: "Doe",
type: "SALES",
email: "john.doe@gmail.com",
phone: "+919123456789",
scheduleId : <valid sequence Id>,
scheduleName: <valid sequence name>,
assistantId : <your assistant Id>,
nextScheduleTime : <date and time the message will be send>,
state : Cold,
subState : Followup,
followup : 1
}
Update a Lead
This method updates the Lead. Typically when you want to change the lead sequence or any other attribute, you can call this API. Will also update other fields if provided, email id cannot be updated though. If other fields are not provided or if null value provided then those fields are not updated.
url_path: https://api.7targets.com/leads
type: PUT
Authorization Header for the API calls
Authorization : Bearer <access_token>
User Identifier header
7ts-user-identifier : <value from 7Targets UI>
Request
The headers must include a **valid access_token and 7ts-user-identifier.
Authentication: Bearer <access_token>
7ts-user-identifier : <value from 7Targets UI>
The body can’t be empty
{
id: <lead id> //Optional. If not provided email will be used to identify the lead to update.
name: "John", //Mandatory
lastName: "Doe",
source: "Website", //Optional. If not provided Website will be used.
context: "AI Sales Assistant", //Optional. Assistant will write message using this
additionalInformationLine: "Additional information",
email: "john.doe@gmail.com", //Mandatory
phone: "+919123456789", //Optional
assistantEmail : <assistant email to assign> //Mandatory.
scheduleId : <valid sequence Id>, //Optional. If not provided then scheduleName is used. If that too is not provided then default for the assistant is used.
scheduleName: <valid sequence name, case sensitive>
}
Response
If succeeds, returns the updated Lead.
Status: 200 Updated
{
id: 2345,
name: "John",
lastName: "Doe",
type: "SALES",
email: "john.doe@gmail.com",
phone: "+919123456789",
scheduleId : <valid sequence Id>,
scheduleName: <valid sequence name>,
assistantId : <your assistant Id>,
nextScheduleTime : <date and time the message will be send>,
state : Cold,
subState : Followup,
followup : 1
}