markety 1.4.3 → 2.0
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- checksums.yaml +5 -13
- data/.gitignore +3 -0
- data/README.md +66 -15
- data/Rakefile +1 -1
- data/example_xml/get_lead_failure.xml +42 -0
- data/example_xml/get_lead_success.xml +63 -0
- data/example_xml/get_lead_success_two_leads.xml +88 -0
- data/example_xml/list_op_add_to_list_success.xml +42 -0
- data/example_xml/list_op_is_member_of_list_failure.xml +50 -0
- data/example_xml/list_op_is_member_of_list_success.xml +51 -0
- data/example_xml/list_op_remove_from_list_failure.xml +50 -0
- data/example_xml/list_op_remove_from_list_success.xml +42 -0
- data/example_xml/sync_lead_failure.xml +60 -0
- data/example_xml/sync_lead_success.xml +78 -0
- data/lib/markety.rb +26 -1
- data/lib/markety/authentication_header.rb +3 -3
- data/lib/markety/client.rb +35 -141
- data/lib/markety/command.rb +11 -0
- data/lib/markety/command/get_lead.rb +27 -0
- data/lib/markety/command/list_operation.rb +68 -0
- data/lib/markety/command/sync_lead.rb +55 -0
- data/lib/markety/enums.rb +18 -16
- data/lib/markety/lead.rb +69 -0
- data/lib/markety/lead_key.rb +5 -4
- data/lib/markety/response.rb +15 -0
- data/lib/markety/response/generic_response.rb +45 -0
- data/lib/markety/response/get_lead_response.rb +35 -0
- data/lib/markety/response/list_operation_response.rb +30 -0
- data/lib/markety/response/response_factory.rb +27 -0
- data/lib/markety/response/sync_lead_response.rb +32 -0
- data/lib/markety/version.rb +1 -3
- data/spec/markety/lead_key_spec.rb +10 -11
- data/spec/markety/{lead_record_spec.rb → lead_spec.rb} +13 -30
- data/spec/markety/response/get_lead_response_spec.rb +170 -0
- data/spec/markety/response/list_operation_response_spec.rb +76 -0
- data/spec/markety/response/sync_lead_response_spec.rb +107 -0
- data/spec/spec_helper.rb +4 -0
- data/spec/support/savon_helper.rb +14 -0
- metadata +61 -33
- data/lib/markety/lead_record.rb +0 -73
checksums.yaml
CHANGED
@@ -1,15 +1,7 @@
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1
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---
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-
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-
metadata.gz:
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-
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5
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-
data.tar.gz: !binary |-
|
6
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-
YjQ0NzNmZGViYmE1ZjM5YWY0NDAzMjZlMTRiOGY0ODgzYjAxYWIzZQ==
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2
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+
SHA1:
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+
metadata.gz: 25aa090dddf2dca7a190899e70ce66ac662ecab3
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+
data.tar.gz: b119fbfeb5efaa8d15c7d69f47981bc21fa46dd8
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5
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SHA512:
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-
metadata.gz:
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9
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-
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-
ZjVkYzkzNzM4OWMzZDdkZjkzYTMwODJiMzc2ZDJmYTM1ZWE3NjFhOTU3YjU4
|
11
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-
MTY5NWY2OWNmYmY4YWIyZTE5NWZmMWJlZmVhYzFmYzlkZjU3MDg=
|
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-
data.tar.gz: !binary |-
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-
MGJhOTM5ZWMwMDNkN2UzZmVkNzAzNTQ2NDIzNjFkOWZhZTUxMWI5OGZmODkx
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14
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-
MTRiNWM2Yjk1NGM5YTNiZjcwN2E5MDM0YmVkZTk2ZDc4ODliYjQzZTQ5Mzg3
|
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-
ZGJhYmEyMDdmNGM3OGM1N2JhZjdlZGZlN2U3YWM3MGZhNTY2NGQ=
|
6
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+
metadata.gz: 9464756adc7f3d10e1311e91c5ed47f8cd8a411654b6592a43c05f1fa6e5dcfc3d151d4ee4b1066616dbf28d788f37d37454e62b7c4c1d9d224ad6c13530b218
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+
data.tar.gz: 7ede8c5d94a769c3bf42b6ffd4fcc27e618b770ddae340c32538e05ea94fa67cb77adc1cc1a9476e1beb07d5ee74fcb9d7d2734d373eb4387c1642906ca21700
|
data/.gitignore
CHANGED
data/README.md
CHANGED
@@ -1,13 +1,13 @@
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# Markety
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<!--
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[![Build Status](https://travis-ci.org/davidsantoso/markety.svg?branch=master)](https://travis-ci.org/davidsantoso/markety)
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[![Gem Version](https://badge.fury.io/rb/markety.svg)](http://badge.fury.io/rb/markety)
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[![Coverage Status](https://coveralls.io/repos/davidsantoso/markety/badge.png)](https://coveralls.io/r/davidsantoso/markety)
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-->
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Easily integrate with the Marketo SOAP API to find and update leads.
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-
This is a fork off of the [Rapleaf marketo_gem] (https://github.com/Rapleaf/marketo_gem) but has been updated to work with Savon v2.3.1. It makes connecting to your Marketo database to find and update leads a snap. If you're having problems connecting to Marketo, please submit an issue as there have been lots of changes with [Savon] (https://github.com/savonrb/savon) lately.
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-
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## Install
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Add this your Gemfile:
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@@ -17,35 +17,68 @@ gem 'markety'
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and run bundle install.
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-
##
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## Getting Started
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Instantiate a new Markety client using your Marketo SOAP endpoint, User ID, and Encryption Key
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```ruby
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-
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client = Markety::Client.new(USER_ID, ENCRYPTION_KEY, END_POINT)
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# or, if using a workspace:
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client = Markety.::Client.new(USER_ID, ENCRYPTION_KEY, END_POINT, target_workspace: "ws_name")
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```
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-
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lead
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You can get leads from Marketo by idnum or by email. Markety returns a ``GetLeadResponse`` object
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which is an array of leads. Getting a lead by idnum will return a single lead, however because
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Marketo allows for an email address to be tied to more than one lead getting by email could
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potentially result in an array of leads with the same email address.
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```ruby
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# By idnum
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lead = client.get_lead_by_idnum("123456").lead # Lead object (or nil)
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# By email
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leads = client.get_leads_by_email("joe@example.com").leads # array of Leads
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```
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-
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After getting your leads, you can update their attributes before syncing.
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```ruby
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# Update a leads email address
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lead.set_attribute("Email", "joe-schmoe@example.com")
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45
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46
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# Update a lead record with an attribute that isn't a string
|
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-
lead.set_attribute("Activated", true, "Boolean") # [1]
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+
lead.set_attribute("Activated", true, "Boolean") # [1] see below
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```
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|
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Once you're ready to sync back, just tell Markety how you'd like it to sync. There are currently
|
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3 supported methods, "EMAIL", "MARKETO_ID" and "FOREIGN_ID"
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```
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# Sync the lead with Marketo
|
36
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-
response = client.sync_lead_record(lead)
|
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+
response = client.sync_lead_record(lead, "EMAIL")
|
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```
|
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56
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|
57
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There are a few available list operations available at the moment. Be sure to pass in the lead
|
58
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idnum and not the lead itself to run the query.
|
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```ruby
|
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# Check if a lead is on a list
|
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-
client.is_member_of_list
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+
client.is_member_of_list('The_List_Name', lead.idnum).list_operation_status? # true if on list
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# (alternately, you can use `list_op_status?` or `lop_status?` to save some keystrokes)
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63
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64
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# Add a lead to a particular list
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client.add_to_list('The_List_Name', lead.idnum)
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+
client.add_to_list('The_List_Name', lead.idnum).list_operation_status #true if successful add
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66
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# Remove a lead from a particular list
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client.remove_from_list('The_List_Name', lead.idnum)
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+
client.remove_from_list('The_List_Name', lead.idnum).list_operation_status #true if successful removal
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```
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-
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Lastly, if you would like to create a lead in Marketo via markety, you can use the sync lead method the
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same way you would use the syncy lead to update a lead. Just start by instantiating a Markety::Lead.
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```ruby
|
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new_lead = Markety::Lead.new
|
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new_lead.set_attribute("Email", "doge@suchemail.com")
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response = client.sync_lead(new_lead, "EMAIL")
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```
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+
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Be sure you have the correct attribute fields. You can find those in your Market Admin dashboard.
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+
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[1] Note that [the Marketo API does not let you create custom fields] (https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PpyEAAS#j_id0:j_id2:j_id9:j_id10:apexideas:j_id248) at this time. In order to set a custom attribute through the API, it must first be added from the Admin interface.
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_(Admin » Field Management » New Custom Field)_
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## Options
|
@@ -55,6 +88,24 @@ _(Admin » Field Management » New Custom Field)_
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client = Markety.new_client(USER_ID, ENCRYPTION_KEY, END_POINT, { log: false })
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```
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## Contributing
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PRs are very welcome! Feel free to send a PR for any endpoint you might need. Unfortunately Markety
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development has slowed a bit in the last few months.
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1. Fork it
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2. Create your feature branch (`git checkout -b my-new-feature`)
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3. Commit your changes (`git commit -am 'Add some feature'`)
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4. Push to the branch (`git push origin my-new-feature`)
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5. Create new Pull Request
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## To Do's
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1. More tests.
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2. Add campaign endpoints.
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## Marketo Lead REST API
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Marketo
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Marketo released a lead REST API on June 20, 2014 so be sure to check developers.marketo.com for another lead management integration possibility.
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## Authors
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David Santoso and Grant Birchmeier.
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data/Rakefile
CHANGED
@@ -0,0 +1,42 @@
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REQUEST:
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<?xml version="1.0" encoding="UTF-8"?>
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<SOAP-ENV:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:tns="h
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<SOAP-ENV:Header>
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<ns1:AuthenticationHeader>
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<mktowsUserId>xxx</mktowsUserId>
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<requestSignature>xxx</requestSignature>
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<requestTimestamp>2014-07-25T14:22:07-05:00</requestTimestamp>
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</ns1:AuthenticationHeader>
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</SOAP-ENV:Header>
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<SOAP-ENV:Body>
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<tns:paramsGetLead>
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<leadKey>
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<keyType>EMAIL</keyType>
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<keyValue>pants@example.com</keyValue>
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</leadKey>
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</tns:paramsGetLead>
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</SOAP-ENV:Body>
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</SOAP-ENV:Envelope>
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RESPONSE:
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<?xml version="1.0" encoding="UTF-8"?>
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<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
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<SOAP-ENV:Body>
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<SOAP-ENV:Fault>
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<faultcode>SOAP-ENV:Client</faultcode>
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<faultstring>20103 - Lead not found</faultstring>
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<detail>
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<ns1:serviceException xmlns:ns1="http://www.marketo.com/mktows/">
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<name>mktServiceException</name>
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<message>No lead found with EMAIL = pants@example.com (20103)</message>
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<code>20103</code>
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</ns1:serviceException>
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</detail>
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</SOAP-ENV:Fault>
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</SOAP-ENV:Body>
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</SOAP-ENV:Envelope>
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@@ -0,0 +1,63 @@
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REQUEST:
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<?xml version="1.0" encoding="UTF-8"?>
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<SOAP-ENV:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:tns="http://www.marketo.com/mktows/" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://www.marketo.com/mktows/">
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<SOAP-ENV:Header>
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<ns1:AuthenticationHeader>
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<mktowsUserId>xxx</mktowsUserId>
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<requestSignature>xxx</requestSignature>
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<requestTimestamp>2014-07-25T14:22:07-05:00</requestTimestamp>
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</ns1:AuthenticationHeader>
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</SOAP-ENV:Header>
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<SOAP-ENV:Body>
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<tns:paramsGetLead>
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<leadKey>
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<keyType>EMAIL</keyType>
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<keyValue>foo@example.com</keyValue>
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</leadKey>
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</tns:paramsGetLead>
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</SOAP-ENV:Body>
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</SOAP-ENV:Envelope>
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RESPONSE:
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<?xml version="1.0" encoding="UTF-8"?>
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<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:ns1="http://www.marketo.com/mktows/">
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<SOAP-ENV:Body>
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<ns1:successGetLead>
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<result>
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<count>1</count>
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<leadRecordList>
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<leadRecord>
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<Id>1001081</Id>
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<Email>foo@example.com</Email>
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<ForeignSysPersonId xsi:nil="true"/>
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<ForeignSysType xsi:nil="true"/>
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<leadAttributeList>
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<attribute>
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<attrName>Company</attrName>
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<attrType>string</attrType>
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<attrValue>foo</attrValue>
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</attribute>
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<attribute>
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<attrName>FirstName</attrName>
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<attrType>string</attrType>
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<attrValue>foo</attrValue>
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</attribute>
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<attribute>
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<attrName>LastName</attrName>
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<attrType>string</attrType>
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<attrValue>foo</attrValue>
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</attribute>
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<attribute>
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<attrName>LeadStatus</attrName>
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<attrType>string</attrType>
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<attrValue>Inactive</attrValue>
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</attribute>
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</leadAttributeList>
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</leadRecord>
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</leadRecordList>
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</result>
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</ns1:successGetLead>
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</SOAP-ENV:Body>
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</SOAP-ENV:Envelope>
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REQUEST:
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<?xml version="1.0" encoding="UTF-8"?>
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<SOAP-ENV:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:tns="h
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<SOAP-ENV:Header>
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<ns1:AuthenticationHeader>
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<mktowsUserId>xxx</mktowsUserId>
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<requestSignature>xxx</requestSignature>
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<requestTimestamp>2014-07-25T14:22:07-05:00</requestTimestamp>
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</ns1:AuthenticationHeader>
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</SOAP-ENV:Header>
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<SOAP-ENV:Body>
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<tns:paramsGetLead>
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<leadKey>
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<keyType>EMAIL</keyType>
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<keyValue>foo@example.com</keyValue>
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</leadKey>
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</tns:paramsGetLead>
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</SOAP-ENV:Body>
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</SOAP-ENV:Envelope>
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RESPONSE:
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<?xml version="1.0" encoding="UTF-8"?>
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<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:ns1="http://www.marketo.com/mktows/">
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<SOAP-ENV:Body>
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<ns1:successGetLead>
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<result>
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<count>2</count>
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<leadRecordList>
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<leadRecord>
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<Id>1001084</Id>
|
35
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+
<Email>foo@example.com</Email>
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<ForeignSysPersonId xsi:nil="true"/>
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<ForeignSysType xsi:nil="true"/>
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+
<leadAttributeList>
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|
+
<attribute>
|
40
|
+
<attrName>Company</attrName>
|
41
|
+
<attrType>string</attrType>
|
42
|
+
<attrValue>The Price is Right</attrValue>
|
43
|
+
</attribute>
|
44
|
+
<attribute>
|
45
|
+
<attrName>FirstName</attrName>
|
46
|
+
<attrType>string</attrType>
|
47
|
+
<attrValue>Bob</attrValue>
|
48
|
+
</attribute>
|
49
|
+
<attribute>
|
50
|
+
<attrName>LastName</attrName>
|
51
|
+
<attrType>string</attrType>
|
52
|
+
<attrValue>Barker</attrValue>
|
53
|
+
</attribute>
|
54
|
+
</leadAttributeList>
|
55
|
+
</leadRecord>
|
56
|
+
<leadRecord>
|
57
|
+
<Id>1001081</Id>
|
58
|
+
<Email>foo@example.com</Email>
|
59
|
+
<ForeignSysPersonId xsi:nil="true"/>
|
60
|
+
<ForeignSysType xsi:nil="true"/>
|
61
|
+
<leadAttributeList>
|
62
|
+
<attribute>
|
63
|
+
<attrName>Company</attrName>
|
64
|
+
<attrType>string</attrType>
|
65
|
+
<attrValue>foo</attrValue>
|
66
|
+
</attribute>
|
67
|
+
<attribute>
|
68
|
+
<attrName>FirstName</attrName>
|
69
|
+
<attrType>string</attrType>
|
70
|
+
<attrValue>foo</attrValue>
|
71
|
+
</attribute>
|
72
|
+
<attribute>
|
73
|
+
<attrName>LastName</attrName>
|
74
|
+
<attrType>string</attrType>
|
75
|
+
<attrValue>foo</attrValue>
|
76
|
+
</attribute>
|
77
|
+
<attribute>
|
78
|
+
<attrName>LeadStatus</attrName>
|
79
|
+
<attrType>string</attrType>
|
80
|
+
<attrValue>Inactive</attrValue>
|
81
|
+
</attribute>
|
82
|
+
</leadAttributeList>
|
83
|
+
</leadRecord>
|
84
|
+
</leadRecordList>
|
85
|
+
</result>
|
86
|
+
</ns1:successGetLead>
|
87
|
+
</SOAP-ENV:Body>
|
88
|
+
</SOAP-ENV:Envelope>
|
@@ -0,0 +1,42 @@
|
|
1
|
+
I, [2014-09-16T16:39:19.420098 #30338] INFO -- : SOAP request: https://354-ESL-459.mktoapi.com/soap/mktows/2_4
|
2
|
+
I, [2014-09-16T16:39:19.420239 #30338] INFO -- : SOAPAction: "http://www.marketo.com/mktows/listOperation", Content-Type: text/xml;charset=UTF-8, Content-Length: 943
|
3
|
+
D, [2014-09-16T16:39:19.420642 #30338] DEBUG -- : <?xml version="1.0" encoding="UTF-8"?>
|
4
|
+
<SOAP-ENV:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:tns="http://www.marketo.com/mktows/" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://www.marketo.com/mktows/">
|
5
|
+
<SOAP-ENV:Header>
|
6
|
+
<ns1:AuthenticationHeader>
|
7
|
+
<mktowsUserId>xxx</mktowsUserId>
|
8
|
+
<requestSignature>xxx</requestSignature>
|
9
|
+
<requestTimestamp>2014-09-16T16:39:19-05:00</requestTimestamp>
|
10
|
+
</ns1:AuthenticationHeader>
|
11
|
+
</SOAP-ENV:Header>
|
12
|
+
<SOAP-ENV:Body>
|
13
|
+
<tns:paramsListOperation>
|
14
|
+
<listOperation>ADDTOLIST</listOperation>
|
15
|
+
<strict>false</strict>
|
16
|
+
<listKey>
|
17
|
+
<keyType>MKTOLISTNAME</keyType>
|
18
|
+
<keyValue>foo_list</keyValue>
|
19
|
+
</listKey>
|
20
|
+
<listMemberList>
|
21
|
+
<leadKey>
|
22
|
+
<keyType>IDNUM</keyType>
|
23
|
+
<keyValue>1001086</keyValue>
|
24
|
+
</leadKey>
|
25
|
+
</listMemberList>
|
26
|
+
</tns:paramsListOperation>
|
27
|
+
</SOAP-ENV:Body>
|
28
|
+
</SOAP-ENV:Envelope>
|
29
|
+
|
30
|
+
D, [2014-09-16T16:39:19.420933 #30338] DEBUG -- : HTTPI POST request to 354-ESL-459.mktoapi.com (net_http)
|
31
|
+
I, [2014-09-16T16:39:20.230942 #30338] INFO -- : SOAP response (status 200)
|
32
|
+
D, [2014-09-16T16:39:20.231354 #30338] DEBUG -- : <?xml version="1.0" encoding="UTF-8"?>
|
33
|
+
<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:ns1="http://www.marketo.com/mktows/">
|
34
|
+
<SOAP-ENV:Body>
|
35
|
+
<ns1:successListOperation>
|
36
|
+
<result>
|
37
|
+
<success>true</success>
|
38
|
+
<statusList xsi:nil="true"/>
|
39
|
+
</result>
|
40
|
+
</ns1:successListOperation>
|
41
|
+
</SOAP-ENV:Body>
|
42
|
+
</SOAP-ENV:Envelope>
|
@@ -0,0 +1,50 @@
|
|
1
|
+
I, [2014-09-16T16:16:07.794062 #29320] INFO -- : SOAP request: https://354-ESL-459.mktoapi.com/soap/mktows/2_4
|
2
|
+
I, [2014-09-16T16:16:07.794227 #29320] INFO -- : SOAPAction: "http://www.marketo.com/mktows/listOperation", Content-Type: text/xml;charset=UTF-8, Content-Length: 948
|
3
|
+
D, [2014-09-16T16:16:07.794596 #29320] DEBUG -- : <?xml version="1.0" encoding="UTF-8"?>
|
4
|
+
<SOAP-ENV:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:tns="http://www.marketo.com/mktows/" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://www.marketo.com/mktows/">
|
5
|
+
<SOAP-ENV:Header>
|
6
|
+
<ns1:AuthenticationHeader>
|
7
|
+
<mktowsUserId>xxx</mktowsUserId>
|
8
|
+
<requestSignature>xxx</requestSignature>
|
9
|
+
<requestTimestamp>2014-09-16T16:16:07-05:00</requestTimestamp>
|
10
|
+
</ns1:AuthenticationHeader>
|
11
|
+
</SOAP-ENV:Header>
|
12
|
+
<SOAP-ENV:Body>
|
13
|
+
<tns:paramsListOperation>
|
14
|
+
<listOperation>ISMEMBEROFLIST</listOperation>
|
15
|
+
<strict>false</strict>
|
16
|
+
<listKey>
|
17
|
+
<keyType>MKTOLISTNAME</keyType>
|
18
|
+
<keyValue>foo_list</keyValue>
|
19
|
+
</listKey>
|
20
|
+
<listMemberList>
|
21
|
+
<leadKey>
|
22
|
+
<keyType>IDNUM</keyType>
|
23
|
+
<keyValue>1001086</keyValue>
|
24
|
+
</leadKey>
|
25
|
+
</listMemberList>
|
26
|
+
</tns:paramsListOperation>
|
27
|
+
</SOAP-ENV:Body>
|
28
|
+
</SOAP-ENV:Envelope>
|
29
|
+
|
30
|
+
D, [2014-09-16T16:16:07.794993 #29320] DEBUG -- : HTTPI POST request to 354-ESL-459.mktoapi.com (net_http)
|
31
|
+
I, [2014-09-16T16:16:08.505118 #29320] INFO -- : SOAP response (status 200)
|
32
|
+
D, [2014-09-16T16:16:08.505962 #29320] DEBUG -- : <?xml version="1.0" encoding="UTF-8"?>
|
33
|
+
<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://www.marketo.com/mktows/">
|
34
|
+
<SOAP-ENV:Body>
|
35
|
+
<ns1:successListOperation>
|
36
|
+
<result>
|
37
|
+
<success>false</success>
|
38
|
+
<statusList>
|
39
|
+
<leadStatus>
|
40
|
+
<leadKey>
|
41
|
+
<keyType>IDNUM</keyType>
|
42
|
+
<keyValue>1001086</keyValue>
|
43
|
+
</leadKey>
|
44
|
+
<status>false</status>
|
45
|
+
</leadStatus>
|
46
|
+
</statusList>
|
47
|
+
</result>
|
48
|
+
</ns1:successListOperation>
|
49
|
+
</SOAP-ENV:Body>
|
50
|
+
</SOAP-ENV:Envelope>
|