HUBB BOSS Developer Documentation

This API is used to Add ability to register note, call , meeting , task and assign owner .

Method: Get/Post

Base URL : https://hubbucs.com/site/api/hubb/contact_actions

Mandatory Parameters	Sample	Description
key	374593457034859	The company account API key, you can get from company settings > API settings
action	action	addNote => for register a note editNote => for edit a registered note registerCall => for register a call addTask => for register a task addEmail => for add an email registerMeeting => for register meeting

Optional Parameters	Sample	Description
contact_id	789	ID for the existing contact (this can be replaced with the contact_external_id if it is sent).
contact_name	Mike Douglas	the name of the contact to associate with, if the contact name doesn't exist and the contact_id not sent, a new contact record will be created, if the contact_id parameter sent, this parameter will be ignored
contact_email	Mike@gmail.com	the Email of the contact to associate with, if the contact Email doesn't exist and the contact_id not sent, a new contact record will be created, if the contact_id parameter sent, this parameter will be used to update the contact email info
send_email_to_contact	1 OR 2 (default value: 2)	if 1: will send email to the associated contact including the deal name and deal ID for reference if 2: will NOT send email to the contact (default value)
send_email_to_contact_subject	String/Text	Subject of the email to be sent to the associated contact, if empty default subject will be used (New Deal Creation Notification from COMPANY_NAME)
contact_phone	54065486544	the Phone number of the contact to associate with, if the contact Phone number doesn't exist and the contact_id not sent, a new contact record will be created, if the contact_id parameter sent, this parameter will be used to update the contact Phone number info
match_with_email	Possible Values (1 OR 2)	1: Yes match with contact email (default value), 2 No: dont match with contact email
match_with_phone	Possible Values (1 OR 2)	1: Yes match with contact phone , 2 No: dont match with contact phone (default value)
check_name	Possible Values (1 OR 2)	if set to 1 : Name will be used to search existing contacts as a unique identifier, if set to 2 or not sent(default value): Name will not be used to check existing contacts as a unique identifier
contact_source	campaign1	A Friendly name, you can add to know the source of contact, if not exists in the settings, it will be added automatically
contact_facebook	facebook ULR or Facebook name	The Facebook page or name for the contact
contact_twitter	twitter ULR or twitter name	The twitter account for the contact
contact_skype	skype username	The skype username account for the contact
contact_linkedin	Linkedin username	The Linkedin username account for the contact
contact_pinterest	pinterest username	The pinterest account for the contact
contact_googlePlus	googlePlus username	The googlePlus account for the contact
contact_instagram	instagram username	The instagram account for the contact
user_token	Fjgnu28nfuskfjj	Token of the user making this action for authentication (it can be replacing email and password).
email	newcontact@url.com	email for user to authenticate (this can be replace by user_token)
password	123456	Password for user to authenticate (this can be replace by user_token)
contact_external_id	45655	the external contact id, if exists, the data below will be used to update the contact info (if sent with contact_id) contact_id has a higher priority .

For Calls :

Optional Parameters	Sample	Description
call_type	1 or 2	1=>Incoming/Inbound 2=Outgoing/Outbound
call_date	2020-06-07	in the format YYYY-mm-dd
call_time	04:06	in the format HH:MM in 24hrs format
call_outcome	string	if no matching value exists, a new outcome will be added to the custom call outcome under customization section
call_duration	01:02:05	call duration in format HH:MM:SS or MM:SS
from_number	565846899	From Phone number/Caller Phone number
to_number	548655656	to Phone number/Called Phone number
comments	string
recording_file	file_uploaded	Only accepted formats: wav, mp3, mpeg and file size less than 30MB (for a larger size, please contact us to adjust limitations)

For Email :

Optional Parameters	Sample	Description
type	1 or 2	1=>Incoming 2=>Outgoing
subject	Test Subject	Email Subject
from_email	test@email.com	Sender Email
to	test@email.com,test1@email.com	Receivers emails separated with (,)
cc	test@email.com,test1@email.com	Receivers emails separated with (,)
bcc	test@email.com,test1@email.com	Receivers emails separated with (,)
body	Mail Body	Mail Body
public_message	1 (Yes public ) or 2 (No )(if not send by default 2 )	Public Message
track_open	1 (Yes Track ) or 2 (No )(if not send by default 2 )	Track Message
track_click	1 (Yes Clicked ) or 2 (No )(if not send by default 2 )	Clicked Message
upfile	POST FILES (hasAttachments paramter send with true in case of upload files )	Attachments
deal_name or deal_id	Deals related to this email (send deal_id in case of exist deal or deal_name in case of new one )	Deal
activity_name or activity_id	Tasks related to this email (send activity_id in case of exist task or activity_name in case of new one )	Activities

For Notes :

Optional Parameters	Sample	Description
note_id	789	ID for the existing note (in case of editing).
note_title	string	Title for the note
note_added_by	234	Added by note
description	string	description for the note

For Adding task :

Optional Parameters	Sample	Description
task_name	string	Title for the task
note	string	note for the task
task_type	string	if no matching value exists, a new task type will be added to the custom task types under customization section
due_date	2020-06-07	in the format YYYY-mm-dd
due_time	04:06	in the format HH:MM in 24hrs format
owner_id
assigned_to_id
who_can_see

For registering a meeting or event :

Optional Parameters	Sample	Description
meeting_title	string
meeting_place	string
meeting_link	string
meeting_date	string	Start date for the meeting/event, Accepted Format YYYY-MM-DD
meeting_time	string	Start time for the meeting/event, Accepted Format HH:mm (24hrs)
meeting_end_date	string	End date for the meeting/event, Accepted Format YYYY-MM-DD
meeting_end_time	date	End time for the meeting/event, Accepted Format HH:mm (24hrs)
meeting_notes	string

Example:


				Example :  
                        https://hubbucs.com/site/api/hubb/contact_actions?key=12134651Gsuid7349&email=XXXXX&password=XXXXX&action=XXXX

				Response : 
                
                        {
                         "message":"success",
						 "contact_id":"562",
						 "external_id":"92332"						
                        }
                        ------OR------
                        {
                         "error_message":"error message"
                        }