Let's say you want to open a conversation to notify your customer support or sales team about a new form submission this is how you can accomplish it.
First of all, you will need to create a bridge file to communicate with our APIs.
In this file, depending on your environment you will need to access our public API endpoint https://api.customerly.io/v1/messages
For more info check out here the API docs.
For example, we will use PHP to show you how to create a function to open a new conversation from a lead to an account.
In the send_message function below you have three fields to pass:
Remember to get a Customerly API Key from your Project settings as well.
static function send_message($from_email, $account_id, $message) { $ch = curl_init(); $payload = array( "from" => array( "type" => "lead", "email" => $from_email ), "to" => array( "type" => "admin", "id" => $account_id, ), "content" => $message, ) curl_setopt($ch, CURLOPT_URL, "https://api.customerly.io/v1/messages"); curl_setopt($ch, CURLOPT_RETURNTRANSFER, TRUE); curl_setopt($ch, CURLOPT_HEADER, FALSE); curl_setopt($ch, CURLOPT_POST, TRUE); curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode($payload)); curl_setopt($ch, CURLOPT_HTTPHEADER, array( "Authentication: AccessToken: " . CUSTOMERLY_API_KEY )); $response = curl_exec($ch); curl_close($ch); return $response; }