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Callrail

Installation

Add this line to your application's Gemfile:

gem 'callrail'

And then execute:

$ bundle

Or install it yourself as:

$ gem install callrail

Usage

Time options

Callrail defaults to last_30_days if a date range isn't specified. opts[:date_range] - Values: recent, today, yesterday, last_7_days, last_30_days, this_month, last_month, all_time opts[:start_date] - ex: “2015-09-05” for all calls after and including September 9, 2015 - “2015-09-05T10:00” for all calls after 10 AM September 5, 2015 opts[:end_date] - ex: “2015-10-05” for all calls before and including October 9, 2

  • *Examples of what is currently enabled
Setting Connection
opts = {}
opts[:key] = "<Your Callrail API Key>"
opts[:account_id] = <your_account_id> 
opts[:api_version] = "v3"
    • Account ID is optional for the initial connection. You can set the account id later if you need to retrieve it first.
    • API version is optional. v3 will be used by default.

testcon = Callrail::Api.new(:key => opts[:key])

Get Accounts

testcon.get_accounts

Set Specific Account
opts[:account_id] = <your_account_id>
testcon.set_account_id(:account_id => opts[:account_id])

** Account ID must be set for everything but Get Accounts

Get Companies

testcon.get_companies()

Get a specific Company

opts[:company_id] = <company_id> testcon.get_companies(:company_id => opts[:company_id])

Create a Company
opts = {}
opts[:name] = "XXX - Test Company 1"
opts[:time_zone] = "America/Los_Angeles" # 
testcon.create_company(:name => opts[:name])
Update a Company
opts = {}
opts[:name] = "XXX - Test Company 2"
opts[:company_id] = <company_id> 
# opts[:time_zone] = "America/Phoenix"
# opts[:callscore_enabled] = false
# opts[:keyword_spotting_enabled] = false
# opts[:callscribe_enabled] = false
# opts[:swap_exclude_jquery] = true
# opts[:swap_ppc_override] = false
# opts[:swap_landing_override] = nil
# opts[:swap_cookie_duration] = 90
testcon.update_company(:company_id => opts[:company_id], :time_zone => opts[:time_zone] )
Disable a Company
opts = {}
opts[:company_id] = <company_id>
testcon.disable_company(opts)
Get Users

testcon.get_users

Get Users For a specific company
user_opts = {:company_id => <company_id>}
puts testcon.get_users(user_opts)
Get Specific User
opts[:user_id] = <user_id>
testcon.get_users(:user_id => opts[:user_id] )
Create User
user_opts ={}
user_opts[:first_name] = "User"
user_opts[:last_name] = "Test"
user_opts[:email] = "[email protected]"
user_opts[:role] = "reporting"      
user_opts[:password] = '<password>'
user_opts[:companies] = [<company_id>, <company_id2>, <company_id3>]
testcon.create_user(user_opts)
Update a user
user_opts[:user_id] = <user_id>
user_opts[:last_name] = "Test2"
testcon.update_user(user_opts)
Get Trackers
tracker_options = {}
testcon.get_trackers(tracker_options)
Get Trackers for a Company
tracker_options[:company_id] = <company_id>
testcon.get_trackers(tracker_options)
Get a specific tracker
tracker_options = {}
tracker_options[:tracker_id] = <tracker_id>
testcon.get_trackers(tracker_options)
Tracker Filtering
tracker_options = {}
tracker_options[:filtering] = [{:field => "type", :value => "source"},{:field => "status", :value => "active"}]
puts "Filters: 1. #{tracker_options[:filtering][0][:field]} =  #{tracker_options[:filtering][0][:value]} 2. #{tracker_options[:filtering][1][:field]} =  #{tracker_options[:filtering][1][:value]}  "
testcon.get_trackers(tracker_options)
Create a Source Tracker
tracker_options = {}
tracker_options[:name] = "Test Source tracker"
tracker_options[:type] = "source"
tracker_options[:company_id] = <company_id>
tracker_options[:call_flow] = {:type => "basic", :recording_enabled => true, :destination_number => "+15555555555", :greeting_text => nil, :greeting_recording_url => nil}
tracker_options[:tracking_number] = {:area_code => "555", :local => "+15555555555"}
tracker_options[:source] = {:type => "all"}
tracker_options[:sms_enabled] = true
tracker_options[:whisper_message] = "This is a test number call"
testcon.create_tracker(tracker_options)
Update a Source Tracker

tracker_options = {} tracker_options[:source] = {:type => "search", :search_engine => "all", :search_type => "paid"} tracker_options[:tracker_id] = <tracker_id> puts testcon.update_tracker(tracker_options)

Get Calls

Sorting: customer_name, customer_phone_number, duration, start_time, source Filtering: date_range, answer_status, device, direction, lead_status Searching: caller_name, note, source, dialed_number, caller_number, outgoing_number

call_options = {}
testcon.get_calls(call_options)
Get a specific call
call_options = {call_id: <call_id>}
testcon.get_calls(call_options)
Update a specific call
call_options = {call_id: <call_id>}
call_options[:note] = "Test"
testcon.update_call(call_options)
Get Calls summary

Summary Grouping: source, keywords, campaign, referrer, landing_page, or company Summary Fields: total_calls, missed_calls, answered_calls, first_time_callers, average_duration, formatted_average_duration, leads. Defaults to total_calls

summary_options = {group_by: "campaign"}
testcon.get_calls_summary(summary_options)

For a time series (grouped by date), set summary_options[:time_series] = true

Getting Call recording URL
call_options = {}
call_options[:call_id] = >call_id>
puts testcon.get_call_recording(call_options)
Getting Integrations for a company
int_opts = {}
int_opts[:company_id] = <company_id>
testcon.get_integrations(int_opts)
Getting a specific Integrations
int_opts = {}
int_opts[:integration_id] = <integration_id>
testcon.get_integrations(int_opts)
Creating a Webhook Integration
int_opts = {}
int_opts[:company_id] = <company_id>
int_opts[:type] = "Webhooks"
int_opts[:config] = {:post_call_webhook => ["https://requestb.in"]}
testcon.create_integration(int_opts)
Updating a Webhook Integration
int_opts = {}
int_opts[:integration_id] = <integration_id>
int_opts[:state] = 'active'
int_opts[:config] = {:post_call_webhook => ["https://requestb.in?test=12345"]}
testcon.update_integration(int_opts)
Disabling an Integration
int_opts = {}
int_opts[:integration_id] = <integration_id>
testcon.disable_integration(int_opts)

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/mhoskiso/callrail. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the Contributor Covenant code of conduct.

License

The gem is available as open source under the terms of the MIT License.

Code of Conduct

Everyone interacting in the Callrail project’s codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.

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