PBX Integration

The PBX Caller ID Lookup Source supports Trixbox, FreePBX, Anveo, PIAF, and more. (RingCentral is not currently supported.) We were recently alerted to Users able to also connect with Vonage and FusionPBX/FreeSwitch with those instructions near the bottom of this article.

We have an API you can configure for your PBX to use your CRM as a "Caller ID Lookup Source".

You just configure the PBX to use a URL like this to do caller id lookup:

http://SUBDOMAIN.repairshopr.com/api/callerid/?did=2065553222

The result will be a text string that your phone will show as caller id. (Literally, your physical phone in your office can show your customers names.)

FreePBX configuration:



1. Go to caller id lookup sources, add one like above
2. Go to your inbound route, and specify it should use the lookup source you just created - done!


Anveo configuration: 

Add and configure an "HTTP" call control (found under "Integration Call Controls") with the settings in the attached screenshot, replacing "SUB" with your subdomain. The variable $[CLIENT.NAME]$ will now contain the lookup result and can be used in the remainder of the call flow.



Then head to your inbound routes, and be sure to assign the source to your route. On your Inbound route, select the caller id lookup source you just created.



Here is how it shows on the Customer detail page, and the Ticket (if one is open)




Vonage Configuration (special shout out to Chad from The Old Red Barn for this):

1. Download the Vonage Desktop Connect client to your desktop.
2. Make a test call and make sure that you do not have pop-ups blocked.
3. Switch over to your site and go to App Center and click on the Free PBX integration. Generate a token for your company.
4. Switch back to Vonage Desktop Connect and go to the settings area.
5. In settings click on the Web Launcher tab.
6. In Web Launcher use the following variables: 

-URL - type in "RepairShopr" (note: do not use the quotes) 
-In the box next to the name put this URL in minus the quotes - "http://subdomain.repairshopr.com/api/callerid/?did=[NUMBER]&token=tokenfromfreePBX" 

7. Now click the Add button. You should see the URL you just built in the box below the Insert button.
8. Check the box for Incoming Calls and then click save.
9. Test by making a call into the system from a customer record associated with you calling from a number on your record.


FusionPBX / FreeSWITCH Configuration (special shout out to Tyler from TAP Tech):

After you have generated an authorization token in the App Center for FreePBX, modify the FusionPBX cidlookup.config.xml file to include:

The cidlookup.config.xml file for FusionPBX is typlically located in  /etc/freeswitch/autoload_configs  

<configuration name="cidlookup.conf" description="cidlookup Configuration">
<settings>
<param name="url" value="http://SUBDOMAIN.repairshopr.com/api/callerid/?did=[${caller_id_number}]&amp;token=YOURTOKEN"/>
<param name="cache" value="false"/>

Note: the &amp; in the above URL is correct.

on your inbound route, create an action, set with this as the text:

effective_caller_id_name=${cidlookup(${caller_id_number})}


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