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merge_crm_client

MergeCRMClient - the Ruby gem for the Merge CRM API

The unified API for building rich integrations with multiple CRM platforms.

This SDK is automatically generated by the OpenAPI Generator project:

  • API version: 1.0
  • Package version: 1.0.3
  • Build package: org.openapitools.codegen.languages.RubyClientCodegen For more information, please visit https://www.merge.dev/

Installation

Build a gem

To build the Ruby code into a gem:

gem build merge_crm_client.gemspec

Then either install the gem locally:

gem install ./merge_crm_client-1.0.3.gem

(for development, run gem install --dev ./merge_crm_client-1.0.3.gem to install the development dependencies)

or publish the gem to a gem hosting service, e.g. RubyGems.

Finally add this to the Gemfile:

gem 'merge_crm_client', '~> 1.0.3'

Install from Git

If the Ruby gem is hosted at a git repository: https://github.com/merge-api/merge-crm-ruby, then add the following in the Gemfile:

gem 'merge_crm_client', :git => 'https://github.com/merge-api/merge-crm-ruby.git'

Include the Ruby code directly

Include the Ruby code directly using -I as follows:

ruby -Ilib script.rb

Getting Started

Please follow the installation procedure and then run the following code:

# Load the gem
require 'merge_crm_client'

# Setup authorization
MergeCRMClient.configure do |config|
  # Configure API key authorization: tokenAuth
  config.api_key['tokenAuth'] = 'YOUR API KEY'
  # Uncomment the following line to set a prefix for the API key, e.g. 'Bearer' (defaults to nil)
  # config.api_key_prefix['tokenAuth'] = 'Bearer'
end

api_instance = MergeCRMClient::AccountDetailsApi.new
x_account_token = 'x_account_token_example' # String | Token identifying the end user.

begin
  result = api_instance.account_details_retrieve(x_account_token)
  p result
rescue MergeCRMClient::ApiError => e
  puts "Exception when calling AccountDetailsApi->account_details_retrieve: #{e}"
end

Documentation for API Endpoints

All URIs are relative to https://api.merge.dev/api/crm/v1

Class Method HTTP request Description
MergeCRMClient::AccountDetailsApi account_details_retrieve GET /account-details
MergeCRMClient::AccountTokenApi account_token_retrieve GET /account-token/{public_token}
MergeCRMClient::AccountsApi accounts_create POST /accounts
MergeCRMClient::AccountsApi accounts_list GET /accounts
MergeCRMClient::AccountsApi accounts_meta_patch_retrieve GET /accounts/meta/patch/{id}
MergeCRMClient::AccountsApi accounts_meta_post_retrieve GET /accounts/meta/post
MergeCRMClient::AccountsApi accounts_partial_update PATCH /accounts/{id}
MergeCRMClient::AccountsApi accounts_remote_field_classes_list GET /accounts/remote-field-classes
MergeCRMClient::AccountsApi accounts_retrieve GET /accounts/{id}
MergeCRMClient::AssociationTypesApi custom_object_classes_association_types_create POST /custom-object-classes/{custom_object_class_id}/association-types
MergeCRMClient::AssociationTypesApi custom_object_classes_association_types_list GET /custom-object-classes/{custom_object_class_id}/association-types
MergeCRMClient::AssociationTypesApi custom_object_classes_association_types_meta_post_retrieve GET /custom-object-classes/{custom_object_class_id}/association-types/meta/post
MergeCRMClient::AssociationTypesApi custom_object_classes_association_types_retrieve GET /custom-object-classes/{custom_object_class_id}/association-types/{id}
MergeCRMClient::AssociationsApi custom_object_classes_custom_objects_associations_list GET /custom-object-classes/{custom_object_class_id}/custom-objects/{object_id}/associations
MergeCRMClient::AssociationsApi custom_object_classes_custom_objects_associations_update PUT /custom-object-classes/{source_class_id}/custom-objects/{source_object_id}/associations/{target_class_id}/{target_object_id}/{association_type_id}
MergeCRMClient::AsyncPassthroughApi async_passthrough_create POST /async-passthrough
MergeCRMClient::AsyncPassthroughApi async_passthrough_retrieve GET /async-passthrough/{async_passthrough_receipt_id}
MergeCRMClient::AvailableActionsApi available_actions_retrieve GET /available-actions
MergeCRMClient::ContactsApi contacts_create POST /contacts
MergeCRMClient::ContactsApi contacts_ignore_create POST /contacts/ignore/{model_id}
MergeCRMClient::ContactsApi contacts_list GET /contacts
MergeCRMClient::ContactsApi contacts_meta_patch_retrieve GET /contacts/meta/patch/{id}
MergeCRMClient::ContactsApi contacts_meta_post_retrieve GET /contacts/meta/post
MergeCRMClient::ContactsApi contacts_partial_update PATCH /contacts/{id}
MergeCRMClient::ContactsApi contacts_remote_field_classes_list GET /contacts/remote-field-classes
MergeCRMClient::ContactsApi contacts_retrieve GET /contacts/{id}
MergeCRMClient::CustomObjectClassesApi custom_object_classes_generator_update PUT /custom-object-classes/generator/{generator_id}
MergeCRMClient::CustomObjectClassesApi custom_object_classes_list GET /custom-object-classes
MergeCRMClient::CustomObjectClassesApi custom_object_classes_retrieve GET /custom-object-classes/{id}
MergeCRMClient::CustomObjectsApi custom_object_classes_custom_objects_create POST /custom-object-classes/{custom_object_class_id}/custom-objects
MergeCRMClient::CustomObjectsApi custom_object_classes_custom_objects_list GET /custom-object-classes/{custom_object_class_id}/custom-objects
MergeCRMClient::CustomObjectsApi custom_object_classes_custom_objects_meta_patch_retrieve GET /custom-object-classes/{custom_object_class_id}/custom-objects/meta/patch/{id}
MergeCRMClient::CustomObjectsApi custom_object_classes_custom_objects_meta_post_retrieve GET /custom-object-classes/{custom_object_class_id}/custom-objects/meta/post
MergeCRMClient::CustomObjectsApi custom_object_classes_custom_objects_partial_update PATCH /custom-object-classes/{custom_object_class_id}/custom-objects/{id}
MergeCRMClient::CustomObjectsApi custom_object_classes_custom_objects_retrieve GET /custom-object-classes/{custom_object_class_id}/custom-objects/{id}
MergeCRMClient::DeleteAccountApi delete_account_delete POST /delete-account
MergeCRMClient::EngagementTypesApi engagement_types_list GET /engagement-types
MergeCRMClient::EngagementTypesApi engagement_types_remote_field_classes_list GET /engagement-types/remote-field-classes
MergeCRMClient::EngagementTypesApi engagement_types_retrieve GET /engagement-types/{id}
MergeCRMClient::EngagementsApi engagements_create POST /engagements
MergeCRMClient::EngagementsApi engagements_list GET /engagements
MergeCRMClient::EngagementsApi engagements_meta_patch_retrieve GET /engagements/meta/patch/{id}
MergeCRMClient::EngagementsApi engagements_meta_post_retrieve GET /engagements/meta/post
MergeCRMClient::EngagementsApi engagements_partial_update PATCH /engagements/{id}
MergeCRMClient::EngagementsApi engagements_remote_field_classes_list GET /engagements/remote-field-classes
MergeCRMClient::EngagementsApi engagements_retrieve GET /engagements/{id}
MergeCRMClient::ForceResyncApi sync_status_resync_create POST /sync-status/resync
MergeCRMClient::GenerateKeyApi generate_key_create POST /generate-key
MergeCRMClient::IssuesApi issues_list GET /issues
MergeCRMClient::IssuesApi issues_retrieve GET /issues/{id}
MergeCRMClient::LeadsApi leads_create POST /leads
MergeCRMClient::LeadsApi leads_list GET /leads
MergeCRMClient::LeadsApi leads_meta_post_retrieve GET /leads/meta/post
MergeCRMClient::LeadsApi leads_remote_field_classes_list GET /leads/remote-field-classes
MergeCRMClient::LeadsApi leads_retrieve GET /leads/{id}
MergeCRMClient::LinkTokenApi link_token_create POST /link-token
MergeCRMClient::LinkedAccountsApi linked_accounts_list GET /linked-accounts
MergeCRMClient::NotesApi notes_create POST /notes
MergeCRMClient::NotesApi notes_list GET /notes
MergeCRMClient::NotesApi notes_meta_post_retrieve GET /notes/meta/post
MergeCRMClient::NotesApi notes_remote_field_classes_list GET /notes/remote-field-classes
MergeCRMClient::NotesApi notes_retrieve GET /notes/{id}
MergeCRMClient::OpportunitiesApi opportunities_create POST /opportunities
MergeCRMClient::OpportunitiesApi opportunities_list GET /opportunities
MergeCRMClient::OpportunitiesApi opportunities_meta_patch_retrieve GET /opportunities/meta/patch/{id}
MergeCRMClient::OpportunitiesApi opportunities_meta_post_retrieve GET /opportunities/meta/post
MergeCRMClient::OpportunitiesApi opportunities_partial_update PATCH /opportunities/{id}
MergeCRMClient::OpportunitiesApi opportunities_remote_field_classes_list GET /opportunities/remote-field-classes
MergeCRMClient::OpportunitiesApi opportunities_retrieve GET /opportunities/{id}
MergeCRMClient::PassthroughApi passthrough_create POST /passthrough
MergeCRMClient::RegenerateKeyApi regenerate_key_create POST /regenerate-key
MergeCRMClient::SelectiveSyncApi selective_sync_configurations_list GET /selective-sync/configurations
MergeCRMClient::SelectiveSyncApi selective_sync_configurations_update PUT /selective-sync/configurations
MergeCRMClient::SelectiveSyncApi selective_sync_meta_list GET /selective-sync/meta
MergeCRMClient::StagesApi stages_list GET /stages
MergeCRMClient::StagesApi stages_remote_field_classes_list GET /stages/remote-field-classes
MergeCRMClient::StagesApi stages_retrieve GET /stages/{id}
MergeCRMClient::SyncStatusApi sync_status_list GET /sync-status
MergeCRMClient::TasksApi tasks_create POST /tasks
MergeCRMClient::TasksApi tasks_list GET /tasks
MergeCRMClient::TasksApi tasks_meta_patch_retrieve GET /tasks/meta/patch/{id}
MergeCRMClient::TasksApi tasks_meta_post_retrieve GET /tasks/meta/post
MergeCRMClient::TasksApi tasks_partial_update PATCH /tasks/{id}
MergeCRMClient::TasksApi tasks_remote_field_classes_list GET /tasks/remote-field-classes
MergeCRMClient::TasksApi tasks_retrieve GET /tasks/{id}
MergeCRMClient::UsersApi users_ignore_create POST /users/ignore/{model_id}
MergeCRMClient::UsersApi users_list GET /users
MergeCRMClient::UsersApi users_remote_field_classes_list GET /users/remote-field-classes
MergeCRMClient::UsersApi users_retrieve GET /users/{id}
MergeCRMClient::WebhookReceiversApi webhook_receivers_create POST /webhook-receivers
MergeCRMClient::WebhookReceiversApi webhook_receivers_list GET /webhook-receivers

Documentation for Models

Documentation for Authorization

tokenAuth

  • Type: API key
  • API key parameter name: Authorization
  • Location: HTTP header

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The Ruby API Client for the Merge CRM API.

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