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1CRM

The 1CRM modules enable you to monitor, search, retrieve, create, update, or delete records in your 1CRM account.

Getting Started with 1CRM

Prerequisites

  • A 1CRM account

In order to use 1CRM with Ibexa Connect, it is necessary to have a 1CRM account. If you do not have one, you can create a 1CRM account at 1crm.com/free-trial.

Note

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting 1CRM to Ibexa Connect

To connect your 1CRM account to Ibexa Connect you need to enter your 1CRM domain and login credentials to the Create a connection dialog in Ibexa Connect.

  1. Open any 1CRM module in the Ibexa Connect scenario.

  2. Click the Add button next to the Connection field.

  3. Fill the fields as follows:

    Connection name Enter the name for your 1CRM connection.
    Domain Enter the URL of your 1CRM account without the https prefix.
    Username Enter the user name for your 1CRM account. E.g. Admin.
    Password Enter the password to your 1CRM account.

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  4. Click the Continue button to establish the connection to your 1CRM account.

The connection has been established. You can proceed with setting up the module.

Records

New Event

Triggers when a record is created or updated.

Click the Add button to create a new webhook in your 1CRM account.

Webhook name Enter the name for the webhook. E.g. Account Created.
Type Select whether you want to monitor created, or updated records.
Module Select the records you want to watch.

Search for Records

Performs a search by defined filter settings.

Module

Select the module where you want to search for records.

Fields

Select fields you want to be retrieved by Ibexa Connect. If left empty, a limited number of fields will be retrieved.

Filter text

Enter the search term. Fields involved in search depend on model.

[Note]

Other fields that are available for filtering results are loaded dynamically, depending on the module selected above.

Sort order

Select a field representing the default sort order, overriding the default order.

Limit

Set the maximum number of records Ibexa Connect will return during one execution cycle.

Get a Record

Retrieves data of the specified record.

Module Select the module that contains the record you want to retrieve details about.
Record ID Enter (map) the ID of the record you want to retrieve details about.

Create a Record

Creates a new record.

Module Select the module that you want to create a record for.

Note

The corresponding fields are loaded dynamically, depending on the selected module.

Update a Record

Updates an existing record.

Module Select the module that you want to create a record for.
Record ID Enter (map) the ID of the record you want to update.

Note

The corresponding fields are loaded dynamically, depending on the selected module.

Delete a Record

Removes a Record

Module Select the module you want to remove the record from.
Record ID Enter (map) the ID of the record you want to delete.

Other

List Modules

Returns all modules in your account.

Limit Set the maximum number of modules Ibexa Connect will return during one execution cycle.

List Fields

Returns all fields of the specified module.

Module Select the module you want to retrieve fields for.
Limit Set the maximum number of fields Ibexa Connect will return during one execution cycle.

Get My Info

Retrieves information about the authenticated user.

Upload a File

Uploads a File.

Source file Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.

Make an API Call

Allows you to perform a custom API call.

URL

Enter a path relative to https://{{YOUR-DOMAIN}}/api.php/.For example: /meta/modules/.

For the list of available endpoints, refer to the Section 2.2 Next Generation REST API in 1CRM Developer Guide.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query string

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Modules

The following API call returns all of the modules in your 1CRM account:

URL: /meta/modules/

Method: GET

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The result can be found in the module's Output under Bundle > Body > list. In our example, all 81 modules were returned:

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