RDStation Ruby Client

RDstation ruby wrapper to interact with RDStation API.

Upgrading? Check the migration guide before bumping to a new major version.

Table of Contents

1. Installation
2. Usage
   1. Configuration
   2. Authentication
   3. Contacts
   4. Events
   5. Fields
   6. Webhooks
   7. Emails
   8. Segmentations
   9. Analytics 10.LandingPages 11.Account 12.Errors
3. Changelog
4. Migration guide
   1. Upgrading from 1.2.x to 2.0.0
5. Contributing
6. Maintainers
7. Reference

Installation

Add this line to your application's Gemfile:

gem 'rdstation-ruby-client'

And then execute:

$ bundle

Or install it yourself as:

$ gem install rdstation-ruby-client

Usage

Configuration

Before getting youre credentials, you need to configure client_id and client_secret as following:

RDStation.configure do |config|
  config.client_id = YOUR_CLIENT_ID
  config.client_secret = YOUR_CLIENT_SECRET
end

For details on what client_id and client_secret are, check the developers portal.

Authentication

For more details, check the developers portal.

Getting authentication URL

rdstation_authentication = RDStation::Authentication.new

redirect_url = 'https://yourapp.org/auth/callback'
rdstation_authentication.auth_url(redirect_url)

Getting access_token

You will need the code param that is returned from RD Station to your application after the user confirms the access at the authorization dialog.

rdstation_authentication = RDStation::Authentication.new
rdstation_authentication.authenticate(code_returned_from_rdstation)
# => { 'access_token' => '54321', 'expires_in' => 86_400, 'refresh_token' => 'refresh' }

Updating an expired access_token

rdstation_authentication = RDStation::Authentication.new
rdstation_authentication.update_access_token('refresh_token')

NOTE: This is done automatically when a request fails due to access_token expiration. To keep track of the new token, you have to provide a callback block in configuration. For example:

RDStation.configure do |config|
  config.client_id = YOUR_CLIENT_ID
  config.client_secret = YOUR_CLIENT_SECRET
  config.on_access_token_refresh do |authorization|
    # authorization.access_token_expires_in is the time (in seconds for with the token is valid)
    # authorization.access_token is the new token
    # authorization.refresh_token is the existing refresh_token
    #
    # If you are using ActiveRecord, you may want to update the stored access_token, like in the following code:
    MyStoredAuth.where(refresh_token: authorization.refresh_token).update_all(access_token: authorization.access_token)
  end
end

Revoking an access_token

RDStation::Authentication.revoke(access_token: "your token")

Note: this will completely remove your credentials from RD Station (update_access_token won't work anymore).

Contacts

Getting a Contact by UUID

Returns data about a specific Contact

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.contacts.by_uuid('uuid')

More info: https://developers.rdstation.com/reference/get_platform-contacts-identifier-value

Getting a Contact by Email

Returns data about a specific Contact

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.contacts.by_email('email')

More info: https://developers.rdstation.com/pt-BR/reference/contacts#methodGetDetailsuuid

Update a Contact by UUID

Updates the properties of a Contact.

contact_info = {
  name: "Joe Foo"
}

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.contacts.update('uuid', contact_info)

Contact Default Parameters

• email
• name
• job_title
• linkedin
• facebook
• twitter
• personal_phone
• mobile_phone
• website
• tags

More info: https://developers.rdstation.com/reference/patch_platform-contacts-identifier-value

Upsert a Contact by identifier and value

With an UPSERT like behavior, this method is capable of both updating the properties of a Contact or creating a new Contact. Whatever is used as an identifier cannot appear in the request payload as a field. This will result in a BAD_REQUEST error.

contact_info = {
  name: "Joe Foo"
}

identifier = "email"
identifier_value = "[email protected]"

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.contacts.upsert(identifier, identifier_value, contact_info)

More info: https://developers.rdstation.com/reference/patch_platform-contacts-identifier-value

Events

Sending a new event

The events endpoint are responsible for receiving different event types in which RD Station Contacts take part in.

It is possible to send default events to RD Station such as conversion events, lifecycle events and won and lost events. Also, RD Station supports the possibility of receiving different event types, for instance, chat events, ecommerce ones and others.

Check the developers portal to learn about the required payload structure and which events are available.

This creates a new event on RDSM:

payload = {} # hash representing the payload
client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.events.create(payload)

Fields

Endpoints to manage Contact Fields information in your RD Station account.

List all fields

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.fields.all

Create a field

payload = {} # hash representing the payload
client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.fields.create payload

Or you can use the new RDStation::Builder::Field

payload = {} # hash representing the payload
builder = RDStation::Builder::Field.new payload['api_identifier']
builder.data_type(payload['data_type'])
builder.presentation_type(payload['presentation_type'])
builder.name('pt-BR', payload['name'])
builder.label('pt-BR', payload['label'])

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.fields.create builder.build

Update a field

payload = {} # hash representing the payload
client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.fields.update('FIELD_UUID', payload)

Or you can use the new RDStation::Builder::Field

payload = {} # hash representing the payload
builder = RDStation::Builder::Field.new payload['api_identifier']
builder.data_type(payload['data_type'])
builder.presentation_type(payload['presentation_type'])
builder.name('pt-BR', payload['name'])
builder.label('pt-BR', payload['label'])

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.fields.update('FIELD_UUID', builder.build)

Deleting a field

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.fields.delete('FIELD_UUID')

Webhooks

Webhooks provide the ability to receive real-time data updates about your contact activity.

Choose to receive data based on certain actions, re-cast or marked as an opportunity, and have all applicable data sent to a URL of your choice. You can then use your own custom application to read, save, and do actions with that data. This is a powerful option that allows you to keep all your data in sync and opens the possibility for all types of integration.

List all webhooks

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.webhooks.all

Getting a webhook by UUID

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.webhooks.by_uuid('WEBHOOK_UUID')

Creating a webhook

payload = {} # payload representing a webhook
client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.webhooks.create(payload)

The required strucutre of the payload is described here.

Updating a webhook

payload = {} # payload representing a webhook
client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.webhooks.create('WEBHOOK_UUID', payload)

The required strucutre of the payload is described here

Deleting a webhook

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.webhooks.delete('WEBHOOK_UUID')

Emails

Endpoints to Email information in your RD Station account.

List all emails

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.emails.all

List emails using query params

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
query_params = {page_size: 10, page: 1}
client.emails.all(query_params)

Get email by id

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.emails.by_id(id)

Segmentations

Endpoints to Segmentation information in your RD Station account.

List all segmentations

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.segmentations.all

Get the contact list with a specific segmentation

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.segmentations.contacts(segmentation_id)

Analytics

Endpoints to Analytics information in your RD Station account.

=> List all EMAIL MARKETING analytics data

Endpoints to Analytics - Email marketing information in your RD Station account.

• NOTE: The query params start_date(yyyy-mm-dd) and end_date(yyyy-mm-dd) are required

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
query_params =  { start_date:'2022-11-02', end_date:'2022-11-08' }
client.analytics.email_marketing(query_params)

=> List CONVERSIONS analytics data

Endpoints to Analytics - Conversions information in your RD Station account.

• NOTE: The query params start_date(yyyy-mm-dd) and end_date(yyyy-mm-dd) are required.

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
query_params =  { start_date:'2022-11-13', end_date:'2022-11-15', assets_type:['LandingPage'] }
client.analytics.conversions(query_params)

LandingPages

Endpoints to LandingPages information in your RD Station account.

List all landing_pages

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.landing_pages.all

Account

Returns the account information.

client = RDStation::Client.new(access_token: 'access_token', refresh_token: 'refresh_token')
client.account.info
=> {"name"=>"www.rdstation.com"}

Errors

Each endpoint may raise errors accoording to the HTTP response code from RDStation:

• RDStation::Error::BadRequest (400)
• RDStation::Error::Unauthorized (401)
• RDStation::Error::Forbidden (403)
• RDStation::Error::NotFound (404)
• RDStation::Error::MethodNotAllowed (405)
• RDStation::Error::NotAcceptable (406)
• RDStation::Error::Conflict (409)
• RDStation::Error::UnsupportedMediaType (415)
• RDStation::Error::UnprocessableEntity (422)
• RDStation::Error::TooManyRequests (429)
• RDStation::Error::InternalServerError (500)
• RDStation::Error::NotImplemented (501)
• RDStation::Error::BadGateway (502)
• RDStation::Error::ServiceUnavailable (503)
• RDStation::Error::ServerError (which is returned for 5xx errors different than 500, 501, 502 or 503)

In case of a Bad Request (400), the following specific errors may be raised (those are subclasses of RDStation::Error::BadRequest):

• RDStation::Error::ConflictingField
• RDStation::Error::InvalidEventType

In cause of Unauthorized (401), the following specific errors may be raised (those are subclasses of RDStation::Error::Unauthorized):

• RDStation::Error::ExpiredAccessToken
• RDStation::Error::ExpiredCodeGrant
• RDStation::Error::InvalidCredentials

Any error class has a details method which returns the specific error message and the http_status.

Changelog

See CHANGELOG.md

Migration guide

Upgrading from 1.2.x to 2.0.0

v2.0.0 main change is that it drops support for RDSM's old 1.x API. If you're not familiar with the 2.0 API yet, check it out first. Also take a look at the release notes, as they explain the changes in greater detail.

So, here is a step-by-step guide on how to upgrade your app:

• Ensure you're using ruby >= 2.0.0.
• Remove every direct instantiation of RDStation::Contacts, RDStation::Events, RDStation::Fields and RDStation::Webhooks and use RDStation::Client to get them instead.
• Replace any call of RDStation::Client#create_lead, RDStation::Client#change_lead or RDStation::Client#change_lead_status with the equivalent method in the Contacts API.
• Review your error handling, as more options are available now. http_status method will always return nil. To get the status now use error.details[:http_status] or check the type of the class.

Contributing

1. Fork it
2. Create your feature branch (git checkout -b my-new-feature)
3. Commit your changes (git commit -am 'Add some feature')
4. Push to the branch (git push origin my-new-feature)
5. Create new Pull Request

Maintainers

• EcoSystem API Team

Reference

You can check out RDstation's integration documentation at our developers portal.