Wendel Schultz & Michael Fairchild - Live Q&A on Advanced Infusionsoft API Topics
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This document summarizes a presentation about advanced Infusionsoft API techniques. It introduces Michael Fairchild and Wendel Schultz who work with Infusionsoft APIs. They discuss techniques for tracking referrals with the API and effectively paging through large datasets. Wendel also describes an imaginary Android app called Customer Circuit that small business providers could use to view appointments on a map and easily contact customers. He outlines what an ideal SDK for this app would include. The document provides resources for working with Infusionsoft APIs and asks for any questions.
Wendel Schultz & Michael Fairchild - Live Q&A on Advanced Infusionsoft API Topics
- 1. The Ultimate Event for Small Business Success. Advanced Infusionsoft API Techniques Michael Fairchild API Specialist, Infusionsoft @stormrager51 Wendel Schultz Senior Software Engineer, Infusionsoft @DietSodaSoft
- 2. The Ultimate Event for Small Business Success. About Michael Who am I?
- 3. The Ultimate Event for Small Business Success. • API Specialist • About 2 years • 10 years experience in programming • Loves back-end development of web-apps and analytics/reporting • Creates various high-value internal tools across multiple systems. • For fun, plays with bleeding-edge technology • Follow me: @stormrager51 Michael Fairchild
- 4. The Ultimate Event for Small Business Success. Referral Partners Master tracking referrals with the API
- 5. The Ultimate Event for Small Business Success. • http://bit.ly/1eAJIs1 • Track affiliates from web form submissions • Track affiliates from order form submissions
- 6. The Ultimate Event for Small Business Success. Paging Effectively With Large Data Sets Learn how to leverage large data sets with the API
- 7. The Ultimate Event for Small Business Success. • DataService.count endpoint • DataSevrvice . getUserInfo • Only available for Oauth2- authenticated calls
- 8. The Ultimate Event for Small Business Success. ContactMe Wendel Schultz Senior Software Engineer, Infusionsoft @DietSodaSoft I love questions
- 9. The Ultimate Event for Small Business Success. $> whoami • 15 years software development experience • Last 10 years in Java • 4 ½ Years at Amazon.com AWS – Enterprise Messaging Bus – SQS 2.0 (Simple Queue Service) – SWF (Simple Work Flow) – Infrastructure Automation • 1 ½ Years at Infusionsoft
- 10. The Ultimate Event for Small Business Success. I married up …
- 11. The Ultimate Event for Small Business Success. Customer Circuit An Imaginary Android App for Professional Services Providers
- 12. The Ultimate Event for Small Business Success. On-The-Go Convenience
- 13. The Ultimate Event for Small Business Success. On-The-Go Convenience, 2
- 14. The Ultimate Event for Small Business Success. A Mobile App To: • Pull Appointment times, locations, Customers • Visualize appointments temporally on a Google Map • Easy customer engagement – Place call – One-touch SMS (“Text my 20”) – Send email
- 15. The Ultimate Event for Small Business Success. An Ideal SDK • Handles OAuth • Persists Access Tokens Securely • Handles Request Creation • Handles XML body creation • Handles XML response parsing
- 16. The Ultimate Event for Small Business Success. Let’s See…
- 17. The Ultimate Event for Small Business Success. Your Apps
- 18. The Ultimate Event for Small Business Success. Resources • Referrals: http://bit.ly/1eAJIs1 • YAIL: https://bitbucket.org/dietsoda/yail • SS YAIL: https://bitbucket.org/dietsoda/ss-yail • https://developer.infusionsoft.com/
- 19. The Ultimate Event for Small Business Success. Questions? • https://developer.infusionsoft.co m • https://www.facebook.com/grou ps/infusionsoftapicommunity/ • @APIInfusionsoft
Editor's Notes
- #9: ** A square-shaped photo will work best in this circle-photo layout.To add photo inside the circle shape:click the icon inside the photoNavigate to the location of desired photo on your computer and select the fileClick ‘insert’ and your photo will be inserted
- #16: Now that sounds more like it…
- #17: Clarify: vendor key vs. API keyClarify: authorization code vs. authorization tokenCustomer: build an app for an onsite professional serviceStrategy: google map the day's appointments, drill into details, simplify engagement on the roadAnswer: Customer Circuit!Open: mobile app use case Screenshot of Android app Pull appointment times and locations Build a Map Provide appointment detailsSection: SDK Design NO MORE MAGIC STRINGS EVERYTHING IS CHECKED COMPILE-TIME LOTS OF SUGAR Operations return Models Auto-paging for the lazy Date helper classes (send/receive dates in EDT) Hides the "Service name" and "Operation name" from you as a developer Focus on your solution, not the mechanics of API access Simplicity and Readability Models (NOT Tables) Named Fields (compile-time support) Knows its data type Knows is access: CRUD "Easy" Custom Fields Contact has 78 NamedFields. Zero (0) "magic strings" Operations (Command pattern)DataServiceQueryOperation, DataServiceLoadOperation, DataServiceAddOperaiton Provide semantic interfaces: .addReturnFieldName() and .addCustomReturnFieldName() Provide fluent API usage Chain/build command object "Fluent API": DataServiceQueryOperation query = newDataServiceQueryOperation().fieldEquals(Contact.Field.FirstName, "Wendel").addReturnFieldName(Contact.Field.Email).addCustomReturnFieldName("IQ").sortBy(Contact.Field.LastUpdated).ascending().setLimit(5) Operations which return collections let you get nextPage() easily query = query.nextPage(); more on this later Profiles Stateless, not subject to temporal decay (e.g. temporary API key) Somewhat scary, as they are generally credentials of some sort Onus is on you to store securely (ergo Oauth2) Client factory Different profiles ensure the appropriate client is created Call-Brokering Client Assembles the credentials, XMLRPC arguments and build the POST body for you Simple interface: call() and autoPage() for any operationSection: SDK UsageDataServiceQueryOperation<ContactAction>: find appointments for a given day Contact Where WhenDataServiceLoadOperation<Contact>: find Contact for a given Appointment IDSection: Ecomm Best PracticesSection: Best Practices - via SDKSection: Oauth2
- #18: What does your app look like? We’re eager to see! What does it take to write an app that consumes the Infusionsoft API?