WHY WOLKVOX? OMNICHANNEL PLATFORM WOLKVOX CRM CHATBOTS AND VOICEBOTS MANUALS

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Insert obligation

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Insert obligation

URL:

https://{{wolkvox_server}}/server/API/v2/collections/insertObligation.php

Description:

This API provides the ability to add new obligations to existing collections in the CRM system. Obligations represent the financial commitments or payment agreements between the company and its customers. By using this API, agents or administrators can efficiently record and manage obligations.

¿How it works?

This API operates through a ‘raw‘ type body and a POST request, which requires the following fields for its proper functioning:

– The request headers require:

Wolkvox-Token

– In the request body, it is required

operation
wolkvox-id
fields

How to determine the CRM server?

Access the CRM homepage using the link: https://crm.wolkvox.com/
Log in using your CRM credentials.
Once you have logged in and are on the homepage of your CRM platform, observe the address bar of your web browser. The URL in this bar indicates the server where your operation is hosted.
Replace {{crm_server}} in the original URL with the specific URL of your CRM server to ensure that the API points correctly to your CRM instance.

Important Notice: Access Route Update

Starting September 1, 2024, new URLs will be implemented to access the wolkvox CRM platform. The current URLs will coexist with the new ones until November 30, 2024, after which they will be disabled.

New URLs:

From “https://sv0001.crmvox.com” to “https://crm0001.wolkvox.com“

From “https://sv0000.crmvox.com” to “https://crm0000.wolkvox.com“

Please ensure you update your integrations and automations before November 30, 2024, to avoid service interruptions.

REQUEST

KEY	DESCRIPTION	EXAMPLE
Wolkvox-Token	It is the token configured by the client on the CRM page.	A8K3J7F2
operation	It is the name of the CRM operation.	“operation”:”testmodule”
wolkvox_id	It is the identifier of the record in collections.	“wolkvox_id”: “61fa3”
fields	It is the set of attributes of the new obligation.
id	Identification code of the obligation in the specified record.	“id”: “obl1”
name	Obligation name.	“name”: “Invoice 12345 – Pending Payment”
total_balance	It is the total balance.	“total_balance”: “10000”
portfolio_type	It is the associated portfolio type.	“portfolio_type”: “VIP Client”
last_pay	Indicates the amount of the last associated payment.	“last_pay”: “2000”
last_pay_date	Indicates the date of the last associated payment.	“last_pay_date”: “06-06-2023”
expiring_date	Indicates the due date.	“expiring_date”: “07-07-2023”
days_delay	Indicates the number of days overdue.	“days_delay”: “90”
form	It is a dataset representing additional fields (in the obligations) that were created as complementary to the default ones.	“form”: [ { “name”: “Titulation”, “value”: “titulation value” }, { “name”: “Frequency”, “value”: “Frequented” } ]

REQUEST

				
					$curl = curl_init();

curl_setopt_array($curl, array(
  CURLOPT_URL => 'https://{{wolkvox_server}}/server/API/v2/collections/insertObligation.php',
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => '',
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 0,
  CURLOPT_FOLLOWLOCATION => true,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => 'POST',
  CURLOPT_POSTFIELDS =>'{
    "operation": "",
    "wolkvox_id": "",
    "fields": {
        "id": "",
        "name": "",
        "total_balance": "",
        "portfolio_type": "",
        "last_pay": "",
        "last_pay_date": "",
        "expiring_date": "",
        "days_delay": "",
        "form": [
            {
                "name": "",
                "value": ""
            }
        ]
    }
}',
  CURLOPT_HTTPHEADER => array(
    'Wolkvox-Token: {{token}}',
    'Content-Type: application/json'
  ),
));

$response = curl_exec($curl);

curl_close($curl);
echo $response;

				
					curl --location 'https://{{wolkvox_server}}/server/API/v2/collections/insertObligation.php' \
--header 'Wolkvox-Token: {{token}}' \
--header 'Content-Type: application/json' \
--data '{
    "operation": "",
    "wolkvox_id": "",
    "fields": {
        "id": "",
        "name": "",
        "total_balance": "",
        "portfolio_type": "",
        "last_pay": "",
        "last_pay_date": "",
        "expiring_date": "",
        "days_delay": "",
        "form": [
            {
                "name": "",
                "value": ""
            }
        ]
    }
}'

				
					OkHttpClient client = new OkHttpClient().newBuilder()
  .build();
MediaType mediaType = MediaType.parse("application/json");
RequestBody body = RequestBody.create(mediaType, "{\r\n    \"operation\": \"\",\r\n    \"wolkvox_id\": \"\",\r\n    \"fields\": {\r\n        \"id\": \"\",\r\n        \"name\": \"\",\r\n        \"total_balance\": \"\",\r\n        \"portfolio_type\": \"\",\r\n        \"last_pay\": \"\",\r\n        \"last_pay_date\": \"\",\r\n        \"expiring_date\": \"\",\r\n        \"days_delay\": \"\",\r\n        \"form\": [\r\n            {\r\n                \"name\": \"\",\r\n                \"value\": \"\"\r\n            }\r\n        ]\r\n    }\r\n}");
Request request = new Request.Builder()
  .url("https://{{wolkvox_server}}erver/API/v2/collections/insertObligation.php")
  .method("POST", body)
  .addHeader("Wolkvox-Token", "{{token}}")
  .addHeader("Content-Type", "application/json")
  .build();
Response response = client.newCall(request).execute();

				
					import requests
import json

url = "https://{{wolkvox_server}}/server/API/v2/collections/insertObligation.php"

payload = json.dumps({
  "operation": "",
  "wolkvox_id": "",
  "fields": {
    "id": "",
    "name": "",
    "total_balance": "",
    "portfolio_type": "",
    "last_pay": "",
    "last_pay_date": "",
    "expiring_date": "",
    "days_delay": "",
    "form": [
      {
        "name": "",
        "value": ""
      }
    ]
  }
})
headers = {
  'Wolkvox-Token': '{{token}}',
  'Content-Type': 'application/json'
}

response = requests.request("POST", url, headers=headers, data=payload)

print(response.text)

RESPONSE

KEY	DESCRIPTION	EXAMPLE
code	Indicate the response status code.	“code”: 200
error	Provides details about the error that occurred during the request.	“error”: “null”
msg	Displays a descriptive message about the result of the request.	“msg”: “Succesfully edit record”
data	It is the set of information obtained as a result of making the request.	{ “code”: “200”, “error”: “null”, “msg”: “2 records were are found”, “data”: [ { “Company ID”: 12345, “Company name”: “Tech Solutions Inc.”, “Email”: “[email protected]”, “wolkvox_id”: “64dc” }, { “Company ID”: 1001, “Company name”: “GreenTech Innovations Ltd.”, “Email”: “[email protected]”, “wolkvox_id”: “64dcf” } ] }

				
					{
    "code": 200,
    "error": "null",
    "msg": "Succesfully create record",
    "data": {
        "wolkvox_id": "123cb"
    }
}

Possible error codes

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