feat: Add integration with Close CRM

[rflihxyz]

Category

CRM

Platforms

Close.com

Expected Objects

• Account
• Contact
• Engagement
• Engagement Type
• Note
• Deal
• Stage
• Task
• User

[greptile-apps]

This help was generated by greptile.com

Implementation Steps

1. Extend CloseConnectionService to Support Custom Fields:

   • Add a new method to handle fetching custom fields from Close CRM.

   async fetchCustomFields(projectId: string) {
     const CREDENTIALS = (await this.cService.getCredentials(projectId, this.type)) as OAuth2AuthData;
     const accessToken = this.cryptoService.decrypt(CREDENTIALS.access_token);
     const res = await axios.get('https://api.close.com/api/v1/custom_field/', {
       headers: { 'Authorization': `Bearer ${accessToken}` }
     });
     return res.data;
   }

2. Update handleCallback Method:

   • After obtaining the OAuth tokens, fetch and store custom fields.

   const customFields = await this.fetchCustomFields(projectId);
   // Store customFields in the database or process as needed

3. Update handleTokenRefresh Method:

   • Ensure custom fields are updated when tokens are refreshed.

   const customFields = await this.fetchCustomFields(projectId);
   // Update customFields in the database or process as needed

4. Database Schema Update:

   • Ensure the database schema can store custom fields.

   ALTER TABLE connections ADD COLUMN custom_fields JSONB;

References

/packages/api/src/@core/connections/crm/services/close/close.service.ts
/packages/api/src/@core/connections/crm/services/close

Ask Greptile

[rflihxyz]

/bounty $200

[algora-pbc]

## 💎 $200 bounty • Panora (YC S24)

### Steps to solve:
1. Start working: Comment /attempt #455 with your implementation plan
2. Submit work: Create a pull request including /claim #455 in the PR body to claim the bounty
3. Receive payment: 100% of the bounty is received 2-5 days post-reward. Make sure you are eligible for payouts

### Additional opportunities:
* 🔴 Livestream on Algora TV while solving this bounty & earn $200 upon merge! Make sure to have your camera and microphone on. Comment /livestream once live

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Attempt	Started (GMT+0)	Solution
🔴 @lovishduggal	Jun 4, 2024, 9:31:57 AM	WIP
🟢 @abhishek818	Jun 4, 2024, 10:10:23 AM	WIP
🟢 @neo773	Jun 4, 2024, 10:21:46 AM	WIP
🟢 @rajeshj11	Jun 5, 2024, 12:23:22 PM	#484

[rflihxyz]

Hey @lovishduggal, our community can help you build this connector - feel free to checkout our discord to receive support

[abhishek818]

/attempt #455

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@abhishek818	4 bounties from 3 projects	JavaScript, TypeScript		Cancel attempt

[abhishek818]

@rflihxyz Can i get this assigned ? Seems the other guy closed his attempt.

[neo773]

/attempt #455

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@neo773	118 bounties from 25 projects	TypeScript, Rust, Go & more		Cancel attempt

[rajesh-jonnalagadda]

/attempt #455

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@rajeshj11	4 bounties from 3 projects	JavaScript, TypeScript, HTML		Cancel attempt

[lovishduggal]

Hey @rflihxyz! After reviewing my work, I've realized that I wasn't aware you were using nestJS. Currently, I'm more familiar with MERN and NextJS, but I'm really interested in learning nestJS in the near future. Once I've gained proficiency in it, I'd love to circle back to your project and contribute. Thank you for being so understanding and accommodating.

[algora-pbc]

💡 @rajeshj11 submitted a pull request that claims the bounty. You can visit your bounty board to reward.

[algora-pbc]

🎉🎈 @rajeshj11 has been awarded $200! 🎈🎊

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