Screen pop in Infusionsoft

API Q&A
#1

I would like to add a contact record to pop up when a call comes in by triggering a search in IS. I see that I can search using a URL like this - https://kx333.infusionsoft.com/Contact/manageContact.jsp?view=edit&ID=78296&searchResult=78296

How do I modify that string to look up a variable such as a caller ID number?

Thanks in advance

#2

Not quite what you want, but you can setup the Contacts Search via the URL.

https://kx333.infusionsoft.com/Reports/searchTemplate.jsp?reportClass=AdvContactSearch&view=resultsPage&RunSearch=true&Phone1_DATA=123456

The “Phone1_DATA” is what you need to set to search for the main phone number, eg: 123456. Note, this will just bring up the search results, but not load the Contact Record if there is just one there.

#3

Great thanks. I did find a correct string for my software to open the record
https://kx333.infusionsoft.com/app/searchResults/searchResults?searchTerm={CALLERNAME}

Only problem now is that we send a +1 and that throws off the search. Any way to manipulate and eliminate the +1 that I am sending to you or does that need to be done on my side?

Thanks for your help.
Terry

#4

Actually it should say CALLERNUM not CALLERNAME

#5

You would need something to remove the international dial code prefix, unless the softphone has a different shortcode that can give you the number without the prefix?

I do have something via a Chrome Browser Extension that may help you, but it will only filter out one international dial code prefix, not several.

#6

Hey thanks for your support. I finally figured it out this morning. This string does a correct search and on my software manipulates the first two digits, +1

https://kx333.infusionsoft.com/app/searchResults/searchResults?searchTerm={CALLERNUM:2}