Migrating from inbound sources to inbox center

New Inbox Center is coming soon to Samdock!

We have been working hard on bringing the best and most essential features to your CRM. And we are almost ready! Introducing Inbox Center… you can soon access your personal emails, shared company emails, forms and APIs all from one central page!

While our team is working hard on ensuring that you can have a seamless experience to transition to the new Inbox Center, we would like to let you know that your forms will be deactivated right after our feature release, so that you can update your forms with the new and improved form fields.

But don’t worry, you don’t have to do much! Follow these steps and your Inbound sources will be ready in no time!

Here’s what you’ll have to do:

If you have set up forms:

Your form will now be deactivated
Make sure all of the fields are present
Activate your form
Test it once to be sure ;)
Once activated, your customers can submit data to your forms again!!

Not sure how to set up forms? Start here.

If you have set up APIs:

Your APIs will now be deactivated
The schema for APIs is now updated to make it easier to differentiate between fields for organizations and persons
Please go to your old APIs, update your old API schema to the new one, and activate them to use them again

Here's the new schema :

{
  "person": {
	"email": "String@email.com",
	"consents" : boolean,
	"firstName": "String", 
	"lastName": "String",
	"gender": "female",
	"namePrefix": "Prefix",
	"nameSuffix": "Suffix",
	"mobileNumber": "String", 
	"phoneNumber": "String", 
	"officeNumber": "String", 
	"homeNumber": "String",
	"privateNumber": "String",
	"faxNumber": "String", 
	"website": "www.string.com", 
	"linkedin": "String", 
	"xing": "String", 
	"twitter": "String", 
	"facebook": "String", 
	"instagram": "String", 
	"birthday": "yyyy-mm-dd", 
	"address": { 
		"street": "String", 
		"number": "String", 
		"postcode": "String", 
		"city": "String" 
		},
	"customFields": {
            "person-text": "String",
            "person-singleSelect": [
                "optionID"
            ],
            "person-multiSelect": [
                "optionID",
                "optionID"
            ],
            "person-currency": Number
                }
	},
  "organization": { 
	"website": "www.string.com", 
	"name": "String", 
	"email": "String@email.com", 
	"isCustomer": true, 
	"phoneNumber": "String", 
	"faxNumber": "String", 3
	"linkedin": "String", 
	"xing": "String", 
	"twitter": "String", 
	"facebook": "String", 
	"instagram": "String", 
	"vatRegNo": "String", 
	"address": { 
		"street": "String", 
		"number": "String", 
		"postcode": "String", 
		"city": "String" 
		},
	"customFields": {
            "organization-text": "String",
            "organization-singleSelect": [
                "optionID"
            ],
            "organization-multiSelect": [
                "optionID",
                "optionID"
            ],
            "organization-currency": Number
	},
  "lead": { 
	"name": "String", 
	"customerRequirement": "String"
	}
}