Self develop CRM integration

[h0041970]

I am new to VICIdial.

I have a self develop CRM by PHP and want to integration with VICIdial.

My idea is when user login to CRM, it login to VICIdiall automatically.

Then CRM can control VICIdial by API, such as click to dial, hang up, transfer call etc.

When the inbound call / outbound call connected to the agent, the CRM can popup the related information (URL) automatically.

To call VICIdial API by CRM is OK.

My question is, how CRM get the event (e.g. call is connected, call is hang up, agent status) in real time?

[mflorell]

Use the APIs:
http://vicidial.org/docs/AGENT_API.txt
http://vicidial.org/docs/NON-AGENT_API.txt

[Vince-0]

And this one:

http://vicidial.org/docs/CRM_EXAMPLE_SKIN.txt

[GordeyUA]

Hello.

I try to use example described at http://vicidial.org/docs/CRM_EXAMPLE_SKIN.txt
Everything works fine except one problem. When autodialed call incomes, "CRM" page opens in new browser window instead of iframe.
I double checked everything and can't get rid of this issue. Campain's "Web Form Target" is definitely same as iframe id and name.

Checked on IE 11 and Firefox 51.0.1.
VICIDIAL VERSION: 2.12-560a BUILD: 160617-1427

Any suggestion what I'm missing?

[williamconley]

Thank you for posting your Vicidial Version with Build. Please also remember to always post your Installer with Full Version (ie: Vicibox 7.x.x?).

You should probably show your content and state more clearly your problem. Click by click. Including configuration options.

Did you try the example skin verbatim before making modifications to be sure your goal is attainable with this example?

Do you expect the CRM to appear in the Script tab of Vicidial?

Note that if Vicidial is in an iframe of the CRM, you can not reload the CRM page as it would dump the Vicidial agent screen. A clear description (screen shot perhaps?) of the situation detailing which page/iframe has what url in it would be useful.

[GordeyUA]

Hello William.

Thanks for your answer. Sorry for late reply.

Installer version: ViciBox v.7.0.3-160505

I'm trying to work with crm_example itself. front.php and crm_example.php stay unchanged, crm_settings.php modified as described in comments:

Code: Select all

# The full URL to the Vicidial Agent Screen, (usually something like "http://server/agc/vicidial.php")
$agent_screen_url = 'http://XX.XX.XX.XX/agc/vicidial.php';

# The full URL to the Vicidial Agent API, (usually something like "http://server/agc/api.php")
$api_url = 'http://XX.XX.XX.XX/agc/api.php';

# The user and pass of a level 8 user that has API and modify lead permissions
$api_user = 'user';
$api_pass = 'password';


(instead of XX.XX.XX.XX entered IP address of my Vicidial server)

All three php files copied to web server.
When I open front.php in browser, almost all works as expected.
After I enter login information, Vicidial Agent connecting with server and I receive call from server on my softphone.
After I click link "Start taking calls" in CRM page, Vicidial Agent changes state and Vicidial server starts to make outgoing calls from selected campaign.
After client answers a call, CRM page with client information is opened. But instead opening in crmagent frame of CRM front page, it opens in new browser tab.

If my description is not clear, please ask and I provide you with additional information or screenshot.

[GordeyUA]

Current CRM example configuration:
CRM example files (front.php, crm_example.php and crm_settings.php) lives on web server separate from vicidial server
Main CRM file (front.php) simple and contains two iframes: first src is url to Vicidial agent, second url to crm_example.php. Id and name of second iframe is crmagent.
Vicidial campaign Web Form is url to crm_example.php, Web Form Target is crmagent and Get Call Launch is WEBFORM.

[williamconley]

If you leave the newly popped up CRM page with the client info there after completing the call, and get a new client, does it populate the same page or pop a whole new page again?