Python API Client for Close

Overview

Close API

PyPI version CircleCI

A convenient Python wrapper for the Close API.

Installation

pip install closeio

Sample Usage (of API client)

from closeio_api import Client

api = Client('YOUR_API_KEY')

# post a lead
lead = api.post('lead', data={'name': 'New Lead'})

# get 5 most recently updated opportunities
opportunities = api.get('opportunity', params={'_order_by': '-date_updated', '_limit': 5})

# fetch multiple leads (using search syntax)
lead_results = api.get('lead', params={
    '_limit': 10,
    '_fields': 'id,display_name,status_label',
    'query': 'custom.my_custom_field:"some_value" status:"Potential" sort:updated'
})

Example scripts

Check out https://github.com/closeio/closeio-api-scripts for helpful scripts already written to accomplish some common tasks.

Other Languages

There are unofficial API clients available in other languages too, thanks to some awesome contributors:

Issues
  • bulk_update_lead_info for adding a contact doesn't appear to work

    bulk_update_lead_info for adding a contact doesn't appear to work

    (closeio)--- Projects/closeio-api ‹master» python scripts/bulk_update_leads_info.py ~/Downloads/test.csv --api-key <redacted> --confirmed
    [2015-05-15 18:59:23,018] INFO Starting new HTTPS connection (1): app.close.io
    [2015-05-15 18:59:23,539] INFO line 2 updated: lead_iyTYlkzfVWKn0rH0x1yGrPX2vMOzzCsOdBK205WrzLk Plumbing Medic
    [2015-05-15 18:59:23,539] INFO summary: updated[1], new[0], skipped[0]
    (closeio)--- Projects/closeio-api ‹master» cat ~/Downloads/test.csv
    lead_id,contact_name,contact_phone,,,,,,
    lead_iyTYlkzfVWKn0rH0x1yGrPX2vMOzzCsOdBK205WrzLk,Conference Call Line,+1818-452-3980,,,,,,
    

    No contact added to https://app.close.io/lead/lead_iyTYlkzfVWKn0rH0x1yGrPX2vMOzzCsOdBK205WrzLk/

    bug 
    opened by anemitz 10
  • Clean up the code, add docstrings, and get rid of the poorly implemented async client

    Clean up the code, add docstrings, and get rid of the poorly implemented async client

    Right now the async client makes the code more complex and doesn't really add much value. I doubt it's used in the wild and if it is, then the usage is probably quite confusing and hacky. I think we might as well get rid of it.

    Examples of current confusing behavor:

    • api.get/post/put/delete is still synchronous
    • api.map expects a list of grequests.AsyncRequest, but there's no easy way to construct them.

    This PR introduces breaking changes and should be published along with a major version bump.

    TODO:

    • [x] Add mocked unit tests
    • [x] Bump version to v1.0
    • [x] Add a GitHub Release and publish on PyPI
    opened by wojcikstefan 8
  • Move scripts to a separate repo

    Move scripts to a separate repo

    Let's have this repo just be our Python API client and move example scripts to their own repo called closeio-api-scripts

    opened by philfreo 8
  • Issue 59 - fix user reassign

    Issue 59 - fix user reassign

    Fixes #59

    All the changes are supported by TDD with functional tests hitting the live API.

    I'm not committing the tests but I can share them somewhere in case you want to have a look.

    /cc @thomasst

    opened by flevour 7
  • Python 3 support

    Python 3 support

    Most of the code contributed by @ghinch in https://github.com/closeio/closeio-api/pull/18

    opened by wojcikstefan 6
  • user_reassign script skips over objects

    user_reassign script skips over objects

    The user_reassign script doesn't update all the objects. It paginates through objects that match certain criteria (i.e. the old user), reassigns them to the new user, and then increases the offset to fetch the next batch. The problem is that when we reassign old objects, the results don't contain them anymore, and we end up skipping objects. We instead need to keep the offset at 0 and loop until no more objects are left (except for in the dry run).

    bug 
    opened by thomasst 5
  • Script to transfer leads (and nested contacts, notes, calls, etc.) from one organization to another

    Script to transfer leads (and nested contacts, notes, calls, etc.) from one organization to another

    Should take a search query as input and 2 API keys (from different orgs)

    Transfer all the leads matching the search query

    As well as all the nested objects on the leads (Contacts, Tasks, Opportunities), and the Calls & Note Activities

    Emails don't need to transfer since we'll sync them ourselves but all other lead data should transfer over.

    If lead statuses or opportunity statuses don't exist it should clearly print out that you need to set up those statuses within the destination organization first.

    enhancement 
    opened by anemitz 5
  • datetimes do not take timezone offset into account properly.

    datetimes do not take timezone offset into account properly.

    As an example, today I ran this request:

    resp = api.get('report/activity/ORGID', params=
    {'user_id':'USERID', 'date_start':'2018-01-02', 'date_end':'2018-01-02'})
    

    The response I got back was:

    {
        "revenue_created_annual_created": 0, 
        "opportunities_created": 0, 
        "revenue_lost_annual_created": 0, 
        "sms_sent": 0, 
        "leads_created": 0, 
        "opportunities_lost": 0, 
        "revenue_won_monthly": 0, 
        "revenue_won_annual": 0, 
        "leads_contacted": 3, 
        "revenue_won_one_time": 0, 
        "revenue_lost_annual": 0, 
        "revenue_lost_one_time_created": 0, 
        "revenue_lost_one_time": 0, 
        "revenue_created_monthly": 0, 
        "revenue_won_annual_created": 0, 
        "opportunities_won": 0, 
        "opportunities_created_created": 0, 
        "emails_sent": 0, 
        "revenue_created_monthly_created": 0, 
        "emails_received": 0, 
        "calls_duration_total": 0, 
        "sms_received": 0, 
        "calls_duration_average": 0, 
        "revenue_won_one_time_created": 0, 
        "revenue_created_one_time": 0, 
        "revenue_won_monthly_created": 0, 
        "revenue_lost_monthly_created": 0, 
        "opportunities_won_created": 0, 
        "opportunities_lost_created": 0, 
        "revenue_lost_monthly": 0, 
        "_queries": {
            "leads_contacted": "call(duration > 0  date >= 2018-01-01 date <= 2018-01-01) or email(direction:sent  date >= 2018-01-01 date <= 2018-01-01) or sms(direction:sent  date >= 2018-01-01 date <= 2018-01-01)", 
            "emails_received": "email(direction:received  date >= 2018-01-01 date <= 2018-01-01)", 
            "calls": "call( date >= 2018-01-01 date <= 2018-01-01)", 
            "opportunities_created": "opportunity( created >= 2018-01-01 created <= 2018-01-01)", 
            "opportunities_won_created": "opportunity(status_type:won  closed >= 2018-01-01 closed <= 2018-01-01)", 
            "opportunities_lost_created": "opportunity(status_type:lost  lost >= 2018-01-01 lost <= 2018-01-01)", 
            "sms_sent": "sms(direction:sent  date >= 2018-01-01 date <= 2018-01-01)", 
            "leads_created": " created >= 2018-01-01 created <= 2018-01-01", 
            "opportunities_won": "opportunity(status_type:won  closed >= 2018-01-01 closed <= 2018-01-01)", 
            "opportunities_created_created": "opportunity( created >= 2018-01-01 created <= 2018-01-01)", 
            "emails_sent": "email(direction:sent  date >= 2018-01-01 date <= 2018-01-01)", 
            "sms_received": "smsdate >= 2018-01-01 date <= 2018-01-01)", 
            "opportunities_lost": "opportunity(status_type:lost" lost >= 2018-01-01 lost <= 2018-01-01)"
        }, 
        "revenue_created_one_time_created": 0, 
        "calls": 0, 
        "revenue_created_annual": 0
    }
    
    

    since the bounding dates are 2018-01-01 and 2018-01-01, it means that we aren't correctly factoring in timezone when passing through date params.

    We need to add the tz.offset*-1 to the datetime in both directions for it to appear the same as it does in app.

    opened by eengoron 5
  • Script to bulk update the country code of all addresses in leads matching a certain search query

    Script to bulk update the country code of all addresses in leads matching a certain search query

    bulk_update_address_countries.py

    inputs:

    • api key
    • old country code
    • new country code
    • leads search query (defaults to * sort:created if none) -- can be coded in script since it's hard to pass complicated queries (e.g. quotes) to cli args

    python cli script that takes these items as inputs. it should loop through each lead in the given search query, and if there are any addresses on that lead with the old country code then it should update the address with the new country code

    Would also like a read-only preview mode of what will happen and then a --confirmed flag

    @congocongo Can you work on this one after the other script?

    opened by philfreo 4
  • Rename it to close-api

    Rename it to close-api

    Drop the io from pypi package name, python module and user-agent (#104)

    opened by tsx 0
  • APIError message should contain the response's status code

    APIError message should contain the response's status code

    So that it's obvious at a glance what kind of an error we experienced. Right now it's possible to get an enigmatic traceback:

    In [3]: api.get('me')
    Traceback (most recent call last)
    <ipython-input-3-842652bd220e> in <module>()
    ----> 1 api.get('me')
    
    /Users/wojcikstefan/Repos/closeio-api/closeio_api/__init__.py in get(self, endpoint, params, **kwargs)
        132         """
        133         kwargs.update({'params': params})
    --> 134         return self._dispatch('get', endpoint+'/', **kwargs)
        135
        136     def post(self, endpoint, data, **kwargs):
    
    /Users/wojcikstefan/Repos/closeio-api/closeio_api/__init__.py in _dispatch(self, method_name, endpoint, api_key, data, debug, **kwargs)
        108             raise ValidationError(response)
        109         else:
    --> 110             raise APIError(response)
        111
        112     def _get_rate_limit_sleep_time(self, response):
    
    APIError:
    
    opened by wojcikstefan 5
  • Python 3 compatibility

    Python 3 compatibility

    We should:

    • [ ] Make sure our client works well in Python v3.x.
    • [x] Make Circle run tests on 2.7 + 3 (similar to https://github.com/closeio/tasktiger/blob/master/.circleci/config.yml).
    • [ ] Add a classifier to setup.py.
    opened by wojcikstefan 0
  • APIError is not very informative

    APIError is not very informative

    When a request fails because of an aborted connection or other unhandled exception the resulting APIError and the stack trace generated with it is not very informative. We should make the string representation of APIError include more detail.

    opened by lucasvo 1
Releases(v1.4)
  • v1.4(Dec 30, 2020)

  • 1.3(Jun 10, 2020)

  • v1.1(Feb 22, 2019)

  • v1.0(May 8, 2017)

    We're happy to publish a stable v1.0 of our Close.io API wrapper! The main highlights of this release are:

    • Significantly improved code quality, clarity, and documentation.
    • Automatic retrying of rate-limited requests.
    • Breaking change: Removal of the asynchronous code. If you relied on our async=True flag in the past, you'll have to refactor your application. You can choose to run multiple concurrent api.get/post/put/delete requests via threading, multiprocessing, concurrent.futures, gevent, etc., depending on your specific use case and environment.
    Source code(tar.gz)
    Source code(zip)
  • v0.5(Jan 24, 2017)

    • Fixed adding a trailing slash for GET requests.
    • Several fixes to the lead merge script.
    • Dropped flawed Python v3.x support.
    • Added script deleting tasks for inactive users.
    Source code(tar.gz)
    Source code(zip)
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