markety 1.4.3 → 2.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- 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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---
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metadata.gz:
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data.tar.gz: !binary |-
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YjQ0NzNmZGViYmE1ZjM5YWY0NDAzMjZlMTRiOGY0ODgzYjAxYWIzZQ==
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SHA1:
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metadata.gz: 25aa090dddf2dca7a190899e70ce66ac662ecab3
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data.tar.gz: b119fbfeb5efaa8d15c7d69f47981bc21fa46dd8
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SHA512:
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metadata.gz:
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ZjVkYzkzNzM4OWMzZDdkZjkzYTMwODJiMzc2ZDJmYTM1ZWE3NjFhOTU3YjU4
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MTY5NWY2OWNmYmY4YWIyZTE5NWZmMWJlZmVhYzFmYzlkZjU3MDg=
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data.tar.gz: !binary |-
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MGJhOTM5ZWMwMDNkN2UzZmVkNzAzNTQ2NDIzNjFkOWZhZTUxMWI5OGZmODkx
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MTRiNWM2Yjk1NGM5YTNiZjcwN2E5MDM0YmVkZTk2ZDc4ODliYjQzZTQ5Mzg3
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ZGJhYmEyMDdmNGM3OGM1N2JhZjdlZGZlN2U3YWM3MGZhNTY2NGQ=
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metadata.gz: 9464756adc7f3d10e1311e91c5ed47f8cd8a411654b6592a43c05f1fa6e5dcfc3d151d4ee4b1066616dbf28d788f37d37454e62b7c4c1d9d224ad6c13530b218
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data.tar.gz: 7ede8c5d94a769c3bf42b6ffd4fcc27e618b770ddae340c32538e05ea94fa67cb77adc1cc1a9476e1beb07d5ee74fcb9d7d2734d373eb4387c1642906ca21700
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data/.gitignore
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data/README.md
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# Markety
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<!--
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[](https://travis-ci.org/davidsantoso/markety)
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[](http://badge.fury.io/rb/markety)
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[](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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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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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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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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# 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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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
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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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There are a few available list operations available at the moment. Be sure to pass in the lead
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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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# 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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# 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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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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Be sure you have the correct attribute fields. You can find those in your Market Admin dashboard.
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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
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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
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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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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>
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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>
|
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>
|