JSONPath
You can parse incoming emails or webhooks in Planfix with JSON. Emails sent to Planfix can be parsed using JSON. JavaScript Object Notation is a format for storing and exchanging information available as human-readable text. There are two main elements in a JSON object: the key and the value.
Example:
{"city":"New York", "country":"United States"}
- keys — city and country;
- values — New York and United States
Planfix can parse emails in this format and add the necessary data into info blocks using the JsonPath library. Note: If you use a function when parsing, make sure that you insert parenthesis at the end, otherwise the function will not work.
Example №1
Sending an Email with JSON Format to Planfix
- As an example, we'll use the following JSON:
{
"firstName": "Denis",
"lastName": "Evans",
"address": {
"streetAddress": "1109 SW 12th St",
"city": "Newport",
"postalCode": 97365
},
"phoneNumbers": [
"1-211-906-4147"
]
}
- Let's say we need the following data from the JSON:
{
"firstName": "Denis",
"lastName": "Evans",
"address": {
"streetAddress": "1109 SW 12th St",
"city": "Newport",
"postalCode": 97365
},
"phoneNumbers": [
"1-211-906-4147",
}
- We would configure the following rule for processing emails:
- Next, we create a new customer using the template, indicate which infoblocks to set from which fields, and add the contact to the task created from the email:
- As a result, the necessary data from the email in JSON format was transferred to Planfix:
Example №2
Adding JSON parameters to Planfix data tags
For this example, we'll use JSON from a product order in an online store. The data required for adding analytics is highlighted in red:
{
"site": "mysite.shop",
"name": "Denis Evans",
"id": "6598634",
"date": "30.11.2024 09:16:05",
"status": "In progress",
"email": "techT7@gmail.com",
"phone": "+1 211 906-4147",
"address": "1109 SW 12th St1",
"price_total": "466.45",
"item_order": [
{
"sku": "598623",
"name": Cobalt drill bit set 29pc",
"barcode": "596325689126",
"price": "29.99",
"quantity": 5
},
{
"sku": "589624",
"name": "High torque driver",
"barcode": "5963256858963",
"price": "230.00",
"quantity": 1
},
{
"sku": "579824",
"name": "Half inch ratchet 120 tooth",
"barcode": "5963256889634",
"price": "43.25",
"quantity": 2
}
]
}
- Setting up a separate rule for email tasks. Parsing JSON:
- Create a new task and notify the required employee of its creation:
- Adding data tags to the created task. Note: It's important to specify the parameter Add as many lines as there are values in the infoblock to ensure that all values are added to the data tags.
- As a result, the task displays the notification and data tags:
