How can I integrate CallRail and Zoho CRM without Zapier? - integration

It's self-explanatory from the question but here's what my client wants.
They wanted me to integrate Zoho CRM and CallRail, I suggested about Zapier but for some reason they don't want to use Zapier and asking for any other way to integrate both.
I've searched about other software too mainly Zapier competitors such as Pabbly Connect and Workato.
But can anyone suggest me what should I use or is there any other way to integrate CallRail with Zoho CRM?

Depending on what data needs to be exchanged you might be able to implement the integration in Zoho CRM's Deluge coding language (https://www.zoho.com/deluge/help/) making calls to CallRail's api: (https://apidocs.callrail.com)
Zoho-Deluge's invokeurl command is the main functionality for making calls to CallRail's AP: https://www.zoho.com/deluge/help/webhook/invokeurl-api-task.html
This approach will require some work:
set up the authentication between the two platforms
all the data exchange behaviors

Related

Amazon MWS and Microsoft Access for a DB Layman?

I have some experience in MS Access, but mostly only as an offline DB tool.
I have begun working with both Seller and Vendor Central at my new company, and am in charge of scrubbing the vast amount of data for trends and whatnot. At the moment our company is solely relying on exporting reports from Seller Central directly, and cross referencing documents. I was hoping to get us started with a rudimentary database hooked into Seller directly. Our company already has a MWS Developer ID, and I see an MWS Access Key and whatnot.
I'm surprised to not finding any resources as to how I should actually connect MWS to Access. I feel confident that I can find some success by dabbling with the API once I get it connected, but I can't actually find any references on how to actually establish that connection.
Any resources you guys can forward me? Maybe I'm searching for the wrong terms. Everything I search just comes up with data service companies advertising their tools.
Well, the interface to AWS is going to be web service based. And access unfortantly does not have a built in web services interface.
So, your choices are:
Write some VBA code to hit/use/consume AWS web services. Web services are just that -a web API. (likly REST services. REST is just a fancy term that you have to type in a given URL.
So, what you looking to search for?
How can I consume web based data in Access.
Say this answer on SO
Making a SOAP request from Access 2007
The main issue is that Access does not have really good tools for consuming web data.
However, most web front "store" applcations tend to have a user area in which you can export the daily sales or data say to csv. You now can import that data into Access (or Excel).
And they often have a report area - you can generate a report, and then download again in some format like xml or csv (and again, import into Access or Excel).
If you don't want to have to maually import the data?
Then you have to code out web requests. And that can be painful.
This unfortantly means you can use say a linked table (ODBC) like you can for Acces say to some database.
So, you can start to write web interface code (it will be SOAP or REST.
Believe it or not, there was a SOAP add-in tool kit for Access 2003. But, no one used it, so they dropped it. (of course now 17 years later -gee, a truckload of people GET IT - and now see the need to consume web data!
So, you question and what to learn about?
You asking how does one consume web services.
Well, using a tool designed to work with web services helps a lot. (that's why I suggest Visual Studio and .net). If they have a WSDL for you? Then you can point Visual Studio at the web (WSDL), and it will crank out a set of "methods" and properites for you. (it will create a class. But then again, did you use and write class objects in VBA? (it does support you creating classes. But the SOAP tool kit (no longer avaiable) would write this code for you!
So, if you want to go beyond their built-in repoting tools (that let you export + download the data in some format like csv for use with Access or Excel)?
Then you have to write writing code to make web calls.
This is not a lot different in the past. If you wanted some data from the accounting system? Well, you can/could/usually do some export with the accounting package to spit out a csv file of some sort. You then import into Access.
However, if you had better skills, you might link up to the database from Access, using ODBC and then write some SQL queries against that data. So, it really comes down to skill level here. Some could not be bothered to learn say SQL and a query. So, they just export the data out of accounting, and then import into access.
The problem is now you can't link to that web site, and use SQL queries of data. You have to use web service calls. (at least if you want to make some of this process automatic).
So, you might be just fine by exporting data/files from the AWS services, and then just import into Excel or Access. As such, you not writing any code, and you just use the Access GUI to import data.
But, some want to just hit a button in Access, and see all the orders and sales from today - and have Access pull that data from the web site with one click.
For some simple data pulls? You could make a web call from Access. But for complex web interfaces? Then you need to use tools that support web interfacing (say like Visual Studio .net).
For a simple data pull? I'll use VBA and MSXML.
But, if the parameters and data call is complex? Then I write it in .net, and THEN expose that code as a consuming library to MS-Access.
So, once you signed up for AWS and what ever web services? Then they will supply you with the web calls, and documentation. You then are free to use your programming tools of choice to interface. But, this can be quite a bit of work. So, you might use VBA, but .net is much better for this type of work. (and it also a lot more difficult to code out).
As a developer who has done this, I would write a "sync" program that connects to MWS, pulls back your data, and then inserts that into MS Access. In my case, it was a C# .NET Core app with SQL Server and I used the available MWS SDK that Amazon provides for free to handle all the API calls to MWS. You can create a schedule so your app pulls the data on an interval, or make it manual where you push a button to sync it into your system.
Of course you can use Java or PHP instead of C#, or you can roll your own MWS API calls. Or like you mention there are several third party vendors that have out-of-the-box ready solutions.
I haven't used MS Access in 20 years or so, so I'm not sure about calling MWS directly. I would gather it could be done, but is probably too much work, but I could be wrong. A .NET app can insert into MS Access, no problem, but also handle the HTTP calls to MWS for you.

OpsCenter backend API for generating custom reports

I would like to know if we have any specific api's in OpsCenter which would help in generating custom reports.
The use case is:
I am consolidating reports from different tools like App Dynamics,OpsCenter and others into one csv or excel sheet for which i would require any opscenter api which would allow me to do a backend call which would pull the required info for me from OpsCenter and then i can do some additional stuff and consolidate it along with other data in a csv or excel in an automated way.
Any api which would help me with backend Opscenter calls for reports data would be helpful.
The OpsCenter API is fully documented at http://docs.datastax.com/en/latest-opscenter/opsc/opscApi_g.html
If the kinds of reports you're looking to generate involve metric data, you'll be particularly interested in the new-metrics endpoint: http://docs.datastax.com/en/opscenter/6.0/api/docs/metrics.html#method-get-new-metrics
Otherwise you'll just have to wade through it to find what you're looking for. But the front-end is all driven through those api's, so anything you see in the web-interface can be replicated via the documented apis.

Can I share session data between app using CAS?

I am newbie with CAS Server, I found it is a single sign on server between different application in terms of technology like php, .net & java. I explore it but even though there are some questions yet not clear. Before ask my doubt, I tell what am I trying to achieve?
I am using a gwt based application, Now for some of the features, development is in a php technology. It should get some session data from existing java application. another approach to customize CAS like integrate a web service layer for authorization, instead of using its existing like query to db.
The doubts are:
1) Can I share a session data between Java & php application using CAS?
2) is there any security issue while passing a data using CAS server?
Thanks in Advance.
Sharing session data accross application can be addressed by mechanisms not linked to CAS. Though, when authentication occurs in CAS server, user data are retrieved from various data sources and these user data can be pushed to client CAS applications through SAML validation and the appropriate configuration.

Making an integration between two system secure using web services

I have two applications one is a business process management (BPM) & the other is a document management system (DMS) , both systems exposes web services to enable integration with other systems. Both system provide a master login username and password to provide JSON API Authentication. for example to start a process ("process1") inside the BPM ; the DMS can send the following API call
/jw/web/json/workflow/process/start/process1?master_username=BPMadmin&master_password=982716171717&loginAS=currentusername
and same apply for calling DMS web services.
The limitation in this security approach is that i am unable to call any of the DMS or the BPM web services using JavaScript and consume the returned JSON using javaScript, since if i follow the javaScript approach i will be exposing the master_username & master_password to the end users and they can manually modify the LoginAs parameter to other usernames and perform actions they are not authorized to do.
so my questions are:-
Can i make the web service calls secure using JavaScript?
second question what other security approaches i can follow to make the web services calls secure using javaScript? baring in mind that i can modify the webs service security to other approaches rather than using master login username and password, but this might require more time and effort from my side?
Thanks in advance for any help
Best Regards
First of all JS is client side and does not include any special security/magic/irreversible functions, like browser aided crypto engine, high grate SPRNG for key generation and so forth. So long story short anything you do with js is not secure it can be obfuscated but it will be NOT SECURE. That is the point you already made. Another more approach is to use your server as 'proxy'. So lets say You are designing an JS aided gui and show some documents ro so, then you make an AJAX request to your app server (not BPM nor DMS) and it acts as proxy that will do the authentication against DMS and call WS and then return the result back to your JS :) So your setup would look like JS (session)-> App (ws auth)-> DMS -> App (sesion)-> JS (I assume you have authenticated user and we'll use users session as JS <-> server secure channel, if not you will have to incorporate some other js auth mechanism maybe one time pass or something but it will be easy because it is your system). And voila. Only security consideration is to not allow anyone to call your servers proxy site :)

How can I connect to the Shopify API via web service using SSIS 2K8?

We are working with Shopify to get a web solution implemented. I am looking into how to get data from Shopify using your web service API. We are going to be using SQL Server Integration Services (SSIS) 2K8R2 to do this. Do you happen to have an example that shows how to connect SSIS to the Shopify API for us to use?
Thank you
I'm not aware of anyone using SSIS to connect to Shopify, so I don't know what that entails. However, Shopify's API is a standard RESTful interface, so I recommend researching how to talk to such services from SSIS.
As far as I know there are no specific examples of this. It is a pretty standard rest API so should be straight forward enough. If you can use c# then there is a library you can use. Other wise all you really need to be ably to do is make http requests.
Making webservice calls through an SSIS was never easy. I am not sure if this changed in 2K8R2. Your best bet is probably to create a web/windows/console application and connect to it. I have used the following .NET shopify wrapper with success:
https://github.com/robconery/ShopifyApi