05-07-2019 12:13 AM
Hi,
my client is using act.com Version 21.0.295.0, Update 5. I've been asked to create Opportunities via API. I'd like to have Opportunity assigned to existing contact and company. Unfortunately all opportunities I created are not linked to neither contact nor company. Below I'm pasting some request I'm sending:
{ "name": "Test Store", "companies": [ { "id": "be1047dd-6f0a-4fa0-b42f-c5cdddf5caa7" } ], "contacts": [ { "id": "b36c3090-f74a-41fc-8241-7bf137c082a9" } ], "estimatedCloseDate": "2019-05-29T10:54:44.160Z", "isPrivate": true, "openDate": "2019-04-29T10:54:44.160Z", "source": "Shopify App", "status": "Open", "relatedEntitiesResolver": true }
Can you help with that? I've no idea what I may be doing wrong.
Thanks in advance!
05-21-2019 02:47 PM
I was able to post a new opportunity with your json request (replace guids with my contact and company) it worked fine. I am assuming you are getting back a 201 Created status code with a response body, correct? I did notice a few things, but they seems to be linked. Could you run your test again, but this time post the response body.
Here is the test I ran: Everything looks correct, except for the stuff highlighted in red, I will look at these as well. But I can't duplicate what you are seeing, I have contacts and companies assigned. Also in Act! I can see that these are associated on the opporutnities tabs for contacts and companies. If you send more information to help me duplicate this issue, that would be helpful.
POST: api/opportunities
{ "name": "Test Store", "companies": [ { "id": "ad50fc98-96fe-4c29-946c-8b7f9d7b9c6f" } ], "contacts": [ { "id": "214c6aef-b73e-474b-b0a9-e549dd069532" } ], "estimatedCloseDate": "2019-05-29T10:54:44.160Z", "isPrivate": true, "openDate": "2019-04-29T10:54:44.160Z", "source": "Shopify App", "status": "Open", "relatedEntitiesResolver": true }
This was the response:
{ "id": "4ec39172-a68d-4da3-b9ef-7e9bbb41c566", "name": "Test Store", "actualCloseDate": "9999-12-31T00:00:00-07:00", "companies": [ { "id": "ad50fc98-96fe-4c29-946c-8b7f9d7b9c6f", "name": "Untitled Company" } ], "competitor": null, "contactNames": "Stephen Mark Burton", "contacts": [ { "id": "214c6aef-b73e-474b-b0a9-e549dd069532", "displayName": "Stephen Mark Burton" } ], "creator": "Stephen Mark Burton", "daysOpen": 22, "estimatedCloseDate": "2019-05-29T00:00:00-07:00", "grossMargin": 0, "groups": [], "isPrivate": false, "manager": "Stephen Mark Burton", "openDate": "2019-04-29T00:00:00-07:00", "probability": 10, "productTotal": 0, "reason": null, "source": "Shopify App", "sourceId": "00000000-0000-0000-0000-000000000000", "stage": { "id": "9a704183-7eb3-4999-a053-4bb79e1564a7", "name": "Initial Communication", "description": "", "number": 1, "probability": 10, "process": { "id": "2380e83d-cef4-4b6d-ad15-dc9a558431ab", "name": "Act! Sales Cycle", "description": "A suggested series of Opportunity Stages" } }, "status": 0, "totalPerCompany": 0, "totalPerContact": 0, "totalPerGroup": 0, "weightedTotal": 0, "relatedEntitiesResolver": true, "customFields": { "opportunity_field_1": null, "opportunity_field_8": null, "opportunity_field_3": null, "opportunity_field_2": null, "opportunity_field_7": null, "opportunity_field_6": null, "opportunity_field_5": null, "opportunity_field_4": null }, "created": "2019-05-21T12:17:32-07:00", "edited": "2019-05-21T12:17:32-07:00", "editedBy": "Stephen Mark Burton", "recordOwner": "Stephen Mark Burton", "recordManager": "Stephen Mark Burton" }
05-23-2019 05:49 AM
Hi Stephen,
thanks for your reply. I tried once again but still no luck. Below I'm pasting my request along with response. Can you take a look on this once again please?
Request:
{ "name": "Test Store 2019", "companies": [ { "id": "e6e5b8e6-f30a-45f4-bca7-d182585271a5" } ], "contacts": [ { "id": "56029c0d-bd3a-4008-ad6f-9b27d54411f2" } ], "estimatedCloseDate": "2019-06-23T14:46:16.366Z", "isPrivate": true, "openDate": "2019-05-23T14:46:16.366Z", "source": "Norsk Shopify App", "status": "Open", "relatedEntitiesResolver": true }
and response:
{ "id": "aa552bf6-ac08-44ba-a744-103a6a10cc00", "name": "Test Store 2019", "actualCloseDate": "9999-12-31T00:00:00+00:00", "companies": [], "competitor": "nil", "contactNames": "", "contacts": [], "creator": "administrator", "daysOpen": 0, "estimatedCloseDate": "2019-06-23T00:00:00+01:00", "grossMargin": 0.0, "groups": [], "isPrivate": false, "manager": "administrator", "openDate": "2019-05-23T00:00:00+01:00", "probability": 0, "productTotal": 0.0, "reason": "nil", "source": "nil", "sourceId": "00000000-0000-0000-0000-000000000000", "stage": { "id": "e7680d48-8dc8-45ab-b13d-49ac270a536b", "name": "Lead", "description": "", "number": 1, "probability": 0, "process": { "id": "1c15676b-3278-4564-a147-6f6655bcb3c9", "name": "Supply Chain", "description": "" } }, "status": 0, "totalPerCompany": 0.0, "totalPerContact": 0.0, "totalPerGroup": 0.0, "weightedTotal": 0.0, "relatedEntitiesResolver": true, "customFields": { "opportunity_field_1": "nil", "cust_monthlytotal_035340332": "0.000000", "opportunity_field_8": "nil", "integration_type": "nil", "number_of_shipments_per_month": "nil", "opportunity_field_3": "nil", "reason_for_lost_opportunity": "nil", "opportunity_field_2": "nil", "opportunity_field_7": "nil", "opportunity_field_6": "nil", "opportunity_field_5": "nil", "opportunity_field_4": "nil" }, "created": "2019-05-23T13:47:12+01:00", "edited": "2019-05-23T13:47:13+01:00", "editedBy": "administrator", "recordOwner": "administrator", "recordManager": "administrator" }
also attaching a screenshot from actweb: