PBX Integrations

The PBX Caller ID Lookup Source supports Trixbox, FreePBX, Anveo, PIAF, and more.  We were recently alerted to Users able to also connect with Vonage, FusionPBX/FreeSwitch, RingCentral, and 3CX 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:

https://SUBDOMAIN.repairshopr.com/api/callerid/?did=2065553222&token=MYTOKEN

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.)

This will show an incoming call and log it to the Customer's Detail page.

To log an outbound call, add &outbound=TRUE to query in the particular place of your integration that logs outbound calls if available.

.Please, note that the Security Token should be made up of only alphanumeric characters, no characters like @ ! ? &.

The payload is in text format which is used for most applications. You can have the integration return the payload as JSON by updating the URL to use caller.json as opposed to just callerid

Text Payload Type:

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

 

N: Test Customer

 

JSON Payload Type:

https://SUBDOMAIN.repairshopr.com/api/callerid.json/?did=2065553222&token=MYTOKEN 

 

{"data": {"name": "Test Customer","ticket_status": "New"}}  

 

 

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!

Be sure to add &token=MYTOKEN (where mytoken is the token you set up in the FreePBX integration within RepairShopr) 

Also note that the HOST setting above does not have the protocol (https://) just subdomain.repairshopr.com

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.

Be sure to add another field titled TOKEN and enter your token from the PBX Integration within RepairShopr.

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.

Note: We have been told that Vonage Business uses a different format for the URL

http://subdomain.repairshopr.com/api/callerid/?did=%%phone_number%%&token=tokenfromfreePBX 

 

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})}

 

RingCentral

You can now add RingCentral without popups!  Here is what you need to do: 

1) Install Wget: https://www.gnu.org/software/wget/

2) Set the RingCentral call controller to wget.exe by adding this command: 

 

  • wget.exe "http://SUBDOMAIN.repairshopr.com/api/callerid/?did=%E&token=mytoken"  

 

It should look something like this: 


 

 

And that's it!  You should be all set to receive calls in-app. 

 
3CX Integration
 
1. Install Wgethttps://www.gnu.org/software/wget/ 


2. Set the 3cx windows behavior settings to open wget.exe and paste the following in the program parameters http://DOMAIN.repairshopr.com/api/callerid/?did=%CallerNumber%&token=TOKEN

 
These settings have not been tested by RepairShopr.

 
 

Setup Customer POP Intermedia Unite & Elevate Phone Systems

A User-provided these settings for Setting up Elevate. Please note these settings has not been tested by Repairshopr.

 

  1. Install Unite or Elevate Desktop App and sign in with your username and password
  2. Click on your Profile Icon in the bottom left corner of the app.
  3. Click on Integrations
  4. Check the CRM Screen POPs CheckBox, Choose Custom, For the Name Enter Repairshopr, then Paste the Customer URL Below in the URL Box changing the YOUR_RS_SUBDOMAIN to your subdomain.

https://YOUR_RS_SUBDOMAIN.repairshopr.com/customers?

q[firstname_or_lastname_or_email_or_phones_number_or_city_or_business_name_or_contacts_name_or_co ntacts_email_cont]=$phone_number

How to Use the CRM Screen POP

When you get an incoming call you will see Repairshopr in small letters in a box. To get straight to the customer's information click this box and it will pop up repairshopr straight to the customer or if there are multiple entries of that phone number in the system it will go to a customer search screen where you can click the one you want.

 

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