【问题标题】:filtered_search api in freshworks CRM not returning custom attributesFreshworks CRM中的filtered_search api不返回自定义属性
【发布时间】:2021-05-14 06:41:00
【问题描述】:

我需要来自freshworks CRM rest api 的数据,我正在使用/api/filtered_search/[entity] api 来获取在2 个时间段之间修改的数据。此查询返回正确的数据。但是结果不包括记录的所有属性作为视图 api /api/sales_accounts/view/[view_id] 的结果。我应该怎么做才能获取在 2 个时间段之间修改的记录的所有属性?

示例查询:

curl -H "Authorization: Token token=XXXXXXX -X POST https://personal-XXXX.myfreshworks.com/crm/sales/api/filtered_search/sales_account?include=owner -d '{ "filter_rule" : [{"attribute" : "updated_at", "operator":"is_in_the_range", "value":["2021-02-10T10:00:00", "2021-02-10T15:00:00"]}] }'

结果:

{
      "id": 70000227816,
      "name": "Everstage Acc 1",
      "last_contacted": null,
      "last_contacted_mode": null,
      "city": null,
      "state": null,
      "country": null,
      "phone": "1234567890",
      "open_deals_amount": "0.0",
      "won_deals_amount": "0.0",
      "avatar": null,
      "created_at": "2021-02-08T22:46:03+05:30",
      "updated_at": "2021-02-10T12:31:56+05:30",
      "recent_note": null,
      "last_contacted_via_sales_activity": null,
      "last_contacted_sales_activity_mode": null,
      "last_assigned_at": "2021-02-08T22:46:04+05:30",
      "facebook": null,
      "twitter": null,
      "linkedin": null,
      "owner_id": 70000012204
    }

预期结果:

{
  "id": 70000227816,
  "name": "Everstage Acc 1",
  "address": "12, abc street, 1st cross, 2nd main",
  "city": null,
  "state": null,
  "zipcode": null,
  "country": null,
  "number_of_employees": 11,
  "annual_revenue": 12,
  "website": null,
  "owner_id": 70000012204,
  "phone": "1234567890",
  "open_deals_amount": "0.0",
  "open_deals_count": 0,
  "won_deals_amount": "0.0",
  "won_deals_count": 0,
  "last_contacted": null,
  "last_contacted_mode": null,
  "facebook": null,
  "twitter": null,
  "linkedin": null,
  "links": {
    "conversations": "/crm/sales/sales_accounts/70000227816/conversations/all?include=email_conversation_recipients%2Ctargetable%2Cphone_number%2Cphone_caller%2Cnote%2Cuser&per_page=3",
    "document_associations": "/crm/sales/sales_accounts/70000227816/document_associations",
    "notes": "/crm/sales/sales_accounts/70000227816/notes?include=creater",
    "tasks": "/crm/sales/sales_accounts/70000227816/tasks?include=creater,owner,updater,targetable,users,task_type",
    "appointments": "/crm/sales/sales_accounts/70000227816/appointments?include=creater,owner,updater,targetable,appointment_attendees"
  },
  "custom_field": {
    "cf_customer_succses_email_id": "customer2@abc.com"
  },
  "created_at": "2021-02-08T22:46:03+05:30",
  "updated_at": "2021-02-10T12:31:56+05:30",
  "avatar": null,
  "parent_sales_account_id": null,
  "recent_note": null,
  "last_contacted_via_sales_activity": null,
  "last_contacted_sales_activity_mode": null,
  "completed_sales_sequences": null,
  "active_sales_sequences": null,
  "last_assigned_at": "2021-02-08T22:46:04+05:30",
  "tags": [],
  "is_deleted": false,
  "team_user_ids": null
}

【问题讨论】:

    标签: crm freshworks


    【解决方案1】:

    您可以使用/api/sales_accounts/view/[view_id] 获取销售帐户列表,排序和排序类型为updated_at 和desc,以获取最新更新的记录。过滤搜索 API /api/filtered_search/[entity] 仅提供基本细节。尝试https://developers.freshsales.io/api/#view_account API 获取每条记录的完整属性

    【讨论】:

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