API commands and script examples

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Commands from third-party chats to Planfix

newMessage (POST)

Command to send a new message from a third-party chat to Planfix.

Call parameters:

Name Description Data type/format Note
cmd type of operation, in this case newMessage string
providerId third-party system identifier string cannot contain the symbol "~"
channel additional channel identifier on the third-party system side string not required, can be used as needed.
chatId unique chat ID string
planfix_token Planfix key (token), specified in the integration settings string
message message content string
title message header string not required; if it exists, it's used to create task names
contactId contact's unique identifier string
contactName contact's first name string
contactLastName contact's last name string not required
contactIco contact's picture string not required
contactEmail contact's email string not required
contactPhone contact's phone number string not required
contactData additional contact data string not required
attachments[name] attachment (name) string not required, several allowed
attachments[url] attachment (link) string not required, several allowed
isEcho outgoing message boolean not required
userEmail outgoing message author string not required
data_name_of_task_custom_field additional data that can be included in a task created in Planfix for this chat.

The field's name in the task must match the text after data_. You can insert as many such parameters as there are fields to fill in, one parameter per field.

For example, if you pass the parameters' data_utm_source and data_utm_medium in the request, to save this data in Planfix, you must add fields of type "String" with the names utm_source and utm_medium to the task template

string not required


Sample call:

POST https://test.planfix.com/webchat/api

cmd=newMessage
providerId=superchat
chatId=EFHASFN1239351
planfix_token=303cb962ac59075b964b07152d234b70
message=Hello, I have a question
contactId=57487124
contactName=Ivan
contactLastName=Ivanov
contactIco=https://superchat.io/avatars/183712.png
contactEmail=ivan@ivanov.com
contactPhone=79051234567
contactData=the gas boilers came as expected
attachments[name]=photo1.jpg
attachments[url]=https://superchat.io/files/5444.jpg
attachments[name]=photo2.jpg
attachments[url]=https://superchat.io/files/5445.jpg


Response options:

HTTP code Body Description
200 ОК
400 { error: "Invalid parameters" } Incorrect parameters passed
401 { error: "Invalid token" } Invalid key (token) passed

getTask

Command to retrieve the task number from Planfix.


Call parameters:

Name Description Data type/format Note
cmd type of operation, in this case getTask string
providerId third-party system identifier string нcannot contain the symbol "~"
planfix_token Planfix key (token), specified in the integration settings string
chatId unique chat ID string


Sample call:

POST https://test.planfix.com/webchat/api

cmd=getTask
providerId=superchat
planfix_token=303cb962ac59075b964b07152d234b70
chatId=EFHASFN1239351


Response options:

HTTP code Body Description
200 {number: 1014} ОК
400 { error: "task not found" } Task not found
401 { error: "Invalid token" } Invalid key (token) passed

getContact

Command to retrieve the contact number from Planfix.


Call parameters:

Name Description Data type/format Note
cmd type of operation, in this case getContact string
providerId third-party system identifier string cannot contain the symbol "~"
planfix_token Planfix key (token), specified in the integration settings string
contactId contact's unique identifier string


Sample call:

POST https://test.planfix.com/webchat/api

cmd=getContact
providerId=superchat
planfix_token=303cb962ac59075b964b07152d234b70
contactId=57487124


Response options:

HTTP code Body Description
200 {number: 1058} ОК
400 { error: "unknown contact" } Contact not found
401 { error: "Invalid token" } Invalid key (token) passed

updateContact

Command for updating contact data in Planfix through an external chat.


Call parameters:

Name Description Data type/format Note
cmd type of operation, in this case updateContact string
providerId third-party system identifier string cannot contain the symbol "~"
planfix_token Planfix key (token), specified in the integration settings string
contactId contact's unique identifier string
contactName contact's first name string
contactLastName contact's last name string not required
contactIco contact's picture string not required
contactEmail contact's email string not required
contactPhone contact's phone number string not required
contactData additional contact data string not required


Sample call:

POST https://test.planfix.com/webchat/api

cmd=updateContact
providerId=superchat
planfix_token=303cb962ac59075b964b07152d234b70
contactId=57487124
contactName=Mike
contactLastName=Wilson
contactIco=https://superchat.io/avatars/183712.png
contactEmail=mike@wilson.com
contactPhone=190512345670
contactData=the gas boilers came as expected


Response options::

HTTP code Body Description
200 ОК
400 { error: "Invalid parameters" } Incorrect parameters passed
401 { error: "Invalid token" } Invalid key (token) passed

newMessage (POST)

Command for passing a new message from Planfix to a third-party chat.

Call parameters:

Name Description Data type/format Note
cmd type of operation, in this case newMessage string
providerId third-party system identifier string
chatId unique chat ID string
contactPhone contact's phone number string not required
channel additional channel identifier on the third-party system side string not required, can be used as needed
token third-party chat key (token), specified in the integration settings string
message message content string
userName first name of employee who responded string
userLastName last name of employee who responded string
userIco profile picture of employee who responded string
taskEmail task email address in Planfix string
attachments[name] attachment (name) string not required, several allowed
attachments[url] attachment (link) string not required, several allowed


Sample call:

POST https://domain/planfix_api.php

cmd=newMessage
providerId=superchat
chatId=EFHASFN1239351
token=202cb962ac59075b964b07152d234b70
message=Hello, how can I help you?
userName=Peter
userLastName=Peterson
userIco=https://account_name.planfix.com/?action=getuserpic&id=77
attachments[name]=file1.doc
attachments[url]=https://account_name.planfix.com/file/aadkapdoa5456454
attachments[name]=file2.doc
attachments[url]=https://account_name.planfix.com/file/aadkapdoa5456455


Response parameters:

Name Description Data type/format Note
chatId unique chat ID string
contactId contact's unique identifier string

Response options:

HTTP code Body Description
200 { chatId: "chatId", contactId: "contactId" } ОК
400 { error: "Invalid parameters" } Incorrect parameters passed
401 { error: "Invalid token" } Invalid key (token) passed


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