# intercom-ruby

Ruby bindings for the Intercom API (https://developers.intercom.io/reference).

[API Documentation](https://developers.intercom.io/docs)

[Gem Documentation](http://rubydoc.info/github/intercom/intercom-ruby/master/frames)

For generating Intercom JavaScript script tags for Rails, please see https://github.com/intercom/intercom-rails.

## Upgrading information

Version 4 of intercom-ruby is not backwards compatible with previous versions. Please see our [migration guide](https://github.com/intercom/intercom-ruby/wiki/Migration-guide-for-v4) for full details of breaking changes.

This version of the gem is compatible with `Ruby 2.1` and above.

## Installation


    gem install intercom

Using bundler:

    gem 'intercom', '~> 4.0'

## Basic Usage

### Configure your client

> If you already have a personal access token you can find it [here](https://app.intercom.io/a/apps/_/developer-hub/). If you want to create or learn more about personal access tokens then you can find more info [here](https://developers.intercom.io/docs/personal-access-tokens).

```ruby
# With an OAuth or Personal Access token:
intercom = Intercom::Client.new(token: 'my_token')
```

```ruby
# With a versioned app:
intercom = Intercom::Client.new(token: 'my_token', api_version: '2.0')
```

If you are building a third party application you can get your access_tokens by [setting-up-oauth](https://developers.intercom.io/page/setting-up-oauth) for Intercom.
You can also use the [omniauth-intercom lib](https://github.com/intercom/omniauth-intercom) which is a middleware helping you to handle the authentication process with Intercom.

### Resources

Resources this API supports:

    https://api.intercom.io/contacts
    https://api.intercom.io/visitors
    https://api.intercom.io/companies
    https://api.intercom.io/data_attributes
    https://api.intercom.io/events
    https://api.intercom.io/tags
    https://api.intercom.io/notes
    https://api.intercom.io/segments
    https://api.intercom.io/conversations
    https://api.intercom.io/messages
    https://api.intercom.io/admins
    https://api.intercom.io/teams
    https://api.intercom.io/counts
    https://api.intercom.io/subscriptions
    https://api.intercom.io/jobs


### Examples

#### Contacts
Note that this is a new resource compatible only with the new [Contacts API](https://developers.intercom.com/intercom-api-reference/reference#contacts-model) released in API v2.0.

```ruby
# Create a contact with "lead" role
contact = intercom.contacts.create(email: "some_contact2@example.com", role: "lead")

# Get a single contact using their intercom_id
intercom.contacts.find(id: contact.id)

# Update a contact
contact.name = "New name"
intercom.contacts.save(contact)

# Update a contact's role from "lead" to "user"
contact.role = "user"
intercom.contacts.save(contact)

# Delete a contact permanently
intercom.contacts.delete(contact)

# List all contacts
contacts = intercom.contacts.all
contacts.each { |contact| p contact.name }

# Search for contacts by email
contacts = intercom.contacts.search(
  "query": {
    "field": 'email',
    "operator": '=',
    "value": 'some_contact@example.com'
  }
)
contacts.each {|c| p c.email}
# For full detail on possible queries, please refer to the API documentation:
# https://developers.intercom.com/intercom-api-reference/reference

# Merge a lead into an existing user
lead = intercom.contacts.create(email: "some_contact2@example.com", role: "lead")
intercom.contacts.merge(lead, intercom.contacts.find(id: "5db2e80ab1b92243d2188cfe"))

# Add a tag to a contact
tag = intercom.tags.find(id: "123")
contact.add_tag(id: tag.id)

# Remove a tag
contact.remove_tag(id: tag.id)

# List tags for a contact
contact.tags.each {|t| p t.name}

# Create a note on a contact
contact.create_note(body: "<p>Text for the note</p>")

# List notes for a contact
contact.notes.each {|n| p n.body}

# Add a contact to a company
company = intercom.companies.find(id: "123")
contact.add_company(id: company.id)

# Remove a contact from a company
contact.remove_company(id: company.id)

# List companies for a contact
contact.companies.each {|c| p c.name}
```

#### Visitors
```ruby
# Get and update a visitor
visitor = intercom.visitors.find(id: "5dd570e7b1b922452676af23")
visitor.name = "New name"
intercom.visitors.save(visitor)

# Convert a visitor into a lead
intercom.visitors.convert(visitor)

# Convert a visitor into a user
user = intercom.contacts.find(id: "5db2e7f5b1b92243d2188cb3")
intercom.visitors.convert(visitor, user)
```

#### Companies
```ruby
# Find a company by company_id
company = intercom.companies.find(company_id: "44")

# Find a company by name
company = intercom.companies.find(name: "Some company")

# Find a company by id
company = intercom.companies.find(id: "41e66f0313708347cb0000d0")

# Update a company
company.name = 'Updated company name'
intercom.companies.save(company)

# Iterate over all companies
intercom.companies.all.each {|company| puts %Q(#{company.name} - #{company.custom_attributes["referral_source"]}) }
intercom.companies.all.map {|company| company.name }

# Get a large list of companies using scroll
intercom.companies.scroll.each { |comp| puts comp.name}
# Please see users scroll for more details of how to use scroll
```

#### Data Attributes
Data Attributes are a type of metadata used to describe your customer and company models. These include standard and custom attributes.
```ruby
# Create a new custom data attribute
intercom.data_attributes.create({ name: "test_attribute", model: "contact", data_type: "string" })

# List all data attributes
attributes = intercom.data_attributes.all
attributes.each { |attribute| p attribute.name }

# Update an attribute
attribute = intercom.data_attributes.all.first
attribute.label = "New label"
intercom.data_attributes.save(attribute)

# Archive an attribute
attribute.archived = true
intercom.data_attributes.save(attribute)

# Find all customer attributes including archived
customer_attributes_incl_archived = intercom.data_attributes.find_all({"model": "contact", "include_archived": true})
customer_attributes_incl_archived.each { |attr| p attribute.name }
```

#### Events
```ruby
intercom.events.create(
  event_name: "invited-friend",
  created_at: Time.now.to_i,
  email: user.email,
  metadata: {
    "invitee_email" => "pi@example.org",
    invite_code: "ADDAFRIEND",
    "found_date" => 12909364407
  }
)

# Alternatively, use "user_id" in case your app allows multiple accounts having the same email
intercom.events.create(
  event_name: "invited-friend",
  created_at: Time.now.to_i,
  user_id: user.uuid,
)

# Retrieve event list for user with id:'123abc'
 intercom.events.find_all("type" => "user", "intercom_user_id" => "123abc")
```

Metadata Objects support a few simple types that Intercom can present on your behalf

```ruby
intercom.events.create(
  event_name: "placed-order",
  email: current_user.email,
  created_at: 1403001013,
  metadata: {
    order_date: Time.now.to_i,
    stripe_invoice: 'inv_3434343434',
    order_number: {
      value: '3434-3434',
      url: 'https://example.org/orders/3434-3434'
    },
    price: {
      currency: 'usd',
      amount: 2999
    }
  }
)
```

The metadata key values in the example are treated as follows-
- order_date: a Date (key ends with '_date')
- stripe_invoice: The identifier of the Stripe invoice (has a 'stripe_invoice' key)
- order_number: a Rich Link (value contains 'url' and 'value' keys)
- price: An Amount in US Dollars (value contains 'amount' and 'currency' keys)

*NB:* This version of the gem reserves the field name `type` in Event data.

#### Tags
```ruby
# Iterate over all tags
intercom.tags.all.each {|tag| "#{tag.id} - #{tag.name}" }
intercom.tags.all.map {|tag| tag.name }

# Tag companies
tag = intercom.tags.tag(name: 'blue', companies: [{company_id: "42ea2f1b93891f6a99000427"}])
```

#### Notes
```ruby
# Find a note by id
note = intercom.notes.find(id: "123")
```

#### Segments
```ruby
# Find a segment
segment = intercom.segments.find(id: segment_id)

# Iterate over all segments
intercom.segments.all.each {|segment| puts "id: #{segment.id} name: #{segment.name}"}
```

#### Conversations
```ruby
# Iterate over all conversations for your app
intercom.conversations.all.each { |convo| ... }

# FINDING CONVERSATIONS FOR AN ADMIN
# Iterate over all conversations (open and closed) assigned to an admin
intercom.conversations.find_all(type: 'admin', id: '7').each {|convo| ... }
# Iterate over all open conversations assigned to an admin
intercom.conversations.find_all(type: 'admin', id: 7, open: true).each {|convo| ... }
# Iterate over closed conversations assigned to an admin
intercom.conversations.find_all(type: 'admin', id: 7, open: false).each {|convo| ... }
# Iterate over closed conversations which are assigned to an admin, and where updated_at is before a certain moment in time
intercom.conversations.find_all(type: 'admin', id: 7, open: false, before: 1374844930).each {|convo| ... }

# FINDING CONVERSATIONS FOR A USER
# Iterate over all conversations (read + unread, correct) with a user based on the users email
intercom.conversations.find_all(email: 'joe@example.com', type: 'user').each {|convo| ... }
# Iterate over through all conversations (read + unread) with a user based on the users email
intercom.conversations.find_all(email: 'joe@example.com', type: 'user', unread: false).each {|convo| ... }
# Iterate over all unread conversations with a user based on the users email
intercom.conversations.find_all(email: 'joe@example.com', type: 'user', unread: true).each {|convo| ... }
# Iterate over all conversations for a user with their Intercom user ID
intercom.conversations.find_all(intercom_user_id: '536e564f316c83104c000020', type: 'user').each {|convo| ... }
# Iterate over all conversations for a lead
# NOTE: to iterate over a lead's conversations you MUST use their Intercom User ID and type User
intercom.conversations.find_all(intercom_user_id: lead.id, type: 'user').each {|convo| ... }

# FINDING A SINGLE CONVERSATION
conversation = intercom.conversations.find(id: '1')

# INTERACTING WITH THE PARTS OF A CONVERSATION
# Getting the subject of a part (only applies to email-based conversations)
conversation.source.subject

# Get the part_type of the first part
conversation.conversation_parts.first.part_type

# Get the body of the second part
conversation.conversation_parts[1].body

# Get statistics related to the conversation
conversation.statistics.time_to_admin_reply
conversation.statistics.last_assignment_at

# Get information on the sla applied to a conversation
conversation.sla_applied.sla_name

# REPLYING TO CONVERSATIONS
# User (identified by email) replies with a comment
intercom.conversations.reply(id: conversation.id, type: 'user', email: 'joe@example.com', message_type: 'comment', body: 'foo')
# Admin (identified by id) replies with a comment
intercom.conversations.reply(id: conversation.id, type: 'admin', admin_id: '123', message_type: 'comment', body: 'bar')
# User (identified by email) replies with a comment and attachment
intercom.conversations.reply(id: conversation.id, type: 'user', email: 'joe@example.com', message_type: 'comment', body: 'foo', attachment_urls: ['http://www.example.com/attachment.jpg'])

#reply to a user's last conversation
intercom.conversations.reply_to_last(type: 'user', body: 'Thanks again', message_type: 'comment', user_id: '12345', admin_id: '123')

# Open
intercom.conversations.open(id: conversation.id, admin_id: '123')

# Close
intercom.conversations.close(id: conversation.id, admin_id: '123')

# Assign
# Note: Conversations can be assigned to teams. However, the entity that performs the operation of assigning the conversation has to be an existing teammate.
#       You can use `intercom.admins.all.each {|a| puts a.inspect if a.type == 'admin' }` to list all of your teammates.
intercom.conversations.assign(id: conversation.id, admin_id: '123', assignee_id: '124')

# Snooze
intercom.conversations.snooze(id: conversation.id, admin_id: '123', snoozed_until: 9999999999)

# Reply and Open
intercom.conversations.reply(id: conversation.id, type: 'admin', admin_id: '123', message_type: 'open', body: 'bar')

# Reply and Close
intercom.conversations.reply(id: conversation.id, type: 'admin', admin_id: '123', message_type: 'close', body: 'bar')

# Admin reply to last conversation
intercom.conversations.reply_to_last(intercom_user_id: '5678', type: 'admin', admin_id: '123', message_type: 'comment', body: 'bar')

# User reply to last conversation
intercom.conversations.reply_to_last(intercom_user_id: '5678', type: 'user', message_type: 'comment', body: 'bar')

# ASSIGNING CONVERSATIONS TO ADMINS
intercom.conversations.reply(id: conversation.id, type: 'admin', assignee_id: assignee_admin.id, admin_id: admin.id, message_type: 'assignment')

# MARKING A CONVERSATION AS READ
intercom.conversations.mark_read(conversation.id)

# RUN ASSIGNMENT RULES
intercom.conversations.run_assignment_rules(conversation.id)

# Search for conversations
# For full detail on possible queries, please refer to the API documentation:
# https://developers.intercom.com/intercom-api-reference/reference

# Search for open conversations sorted by the created_at date
conversations = intercom.conversations.search(
  query: {
    field: "open",
    operator: "=",
    value: true
  },
  sort_field: "created_at",
  sort_order: "descending"
)
conversations.each {|c| p c.id}

# Tagging for conversations
tag = intercom.tags.find(id: "2")
conversation = intercom.conversations.find(id: "1")

# An Admin ID is required to add or remove tag on a conversation
admin = intercom.admins.find(id: "1")

# Add a tag to a conversation
conversation.add_tag(id: tag.id, admin_id: admin.id)

# Remove a tag from a conversation
conversation.remove_tag(id: tag.id, admin_id: admin.id)

# Add a contact to a conversation
conversation.add_contact(admin_id: admin.id, customer: { intercom_user_id: contact.id })

# Remove a contact from a conversation
conversation.remove_contact(id: contact.id, admin_id: admin.id)
```

#### Full loading of an embedded entity
```ruby
# Given a conversation with a partial contact, load the full contact. This can be
# done for any entity
intercom.contacts.load(conversation.contacts.first)
```

#### Sending messages
```ruby

# InApp message from admin to user
intercom.messages.create({
  message_type: 'inapp',
  body: "What's up :)",
  from: {
    type: 'admin',
    id: "1234"
  },
  to: {
    type: "user",
    user_id: "5678"
  }
})

# Email message from admin to user
intercom.messages.create({
  message_type: 'email',
  subject: 'Hey there',
  body: "What's up :)",
  template: "plain", # or "personal",
  from: {
    type: "admin",
    id: "1234"
  },
  to: {
    type: "user",
    id: "536e564f316c83104c000020"
  }
})

# Message from a user
intercom.messages.create({
  from: {
    type: "user",
    id: "536e564f316c83104c000020"
  },
  body: "halp"
})

# Message from admin to contact

intercom.messages.create({
  body: "How can I help :)",
  from: {
    type: "admin",
    id: "1234"
  },
  to: {
    type: "contact",
    id: "536e5643as316c83104c400671"
  }
})

# Message from a contact
intercom.messages.create({
  from: {
    type: "contact",
    id: "536e5643as316c83104c400671"
  },
  body: "halp"
})
```

#### Admins
```ruby
# Find access token owner (only with Personal Access Token and OAuth)
intercom.admins.me
# Find an admin by id
intercom.admins.find(id: admin_id)
# Iterate over all admins
intercom.admins.all.each {|admin| puts admin.email }
```

#### Teams
```ruby
# Find a team by id
intercom.teams.find(id: team_id)
# Iterate over all teams
intercom.teams.all.each {|team| puts team.name }
```

#### Counts

```ruby
# App-wide counts
intercom.counts.for_app

# Users in segment counts
intercom.counts.for_type(type: 'user', count: 'segment')
```

#### Subscriptions

Subscribe to events in Intercom to receive webhooks.

```ruby
# create a subscription
intercom.subscriptions.create(url: "http://example.com", topics: ["user.created"])

# fetch a subscription
intercom.subscriptions.find(id: "nsub_123456789")

# delete a subscription
subscription = intercom.subscriptions.find(id: "nsub_123456789")
intercom.subscriptions.delete(subscription)

# list subscriptions
intercom.subscriptions.all
```

### Errors

There are different styles for error handling - some people prefer exceptions; some prefer nil and check; some prefer error objects/codes. Balancing these preferences alongside our wish to provide an idiomatic gem has brought us to use the current mechanism of throwing specific exceptions. Our approach in the client is to propagate errors and signal our failure loudly so that erroneous data does not get propagated through our customers' systems - in other words, if you see a `Intercom::ServiceUnavailableError` you know where the problem is.

You do not need to deal with the HTTP response from an API call directly. If there is an unsuccessful response then an error that is a subclass of `Intercom::IntercomError` will be raised. If desired, you can get at the http_code of an `Intercom::IntercomError` via its `http_code` method.

The list of different error subclasses are listed below. As they all inherit off Intercom::IntercomError you can choose to rescue Intercom::IntercomError or else rescue the more specific error subclass.

```ruby
Intercom::AuthenticationError
Intercom::ServerError
Intercom::ServiceUnavailableError
Intercom::ServiceConnectionError
Intercom::ResourceNotFound
Intercom::BlockedUserError
Intercom::BadRequestError
Intercom::RateLimitExceeded
Intercom::AttributeNotSetError # Raised when you try to call a getter that does not exist on an object
Intercom::MultipleMatchingUsersError
Intercom::HttpError # Raised when response object is unexpectedly nil
```

### Rate Limiting

Calling your client's `rate_limit_details` returns a Hash that contains details about your app's current rate limit.

```ruby
intercom.rate_limit_details
#=> {:limit=>180, :remaining=>179, :reset_at=>2014-10-07 14:58:00 +0100}
```

You can handle the rate limits yourself but a simple option is to use the handle_rate_limit flag.
This will automatically catch the 429 rate limit exceeded error and wait until the reset time to retry. After three retries a rate limit exception will be raised. Encountering this error frequently may require a revisiting of your usage of the API.

```
intercom = Intercom::Client.new(token: ENV['AT'], handle_rate_limit: true)
```

### Pull Requests

- **Add tests!** Your patch won't be accepted if it doesn't have tests.

- **Document any change in behaviour**. Make sure the README and any other
  relevant documentation are kept up-to-date.

- **Create topic branches**. Don't ask us to pull from your master branch.

- **One pull request per feature**. If you want to do more than one thing, send
  multiple pull requests.

- **Send coherent history**. Make sure each individual commit in your pull
  request is meaningful. If you had to make multiple intermediate commits while
  developing, please squash them before sending them to us.

### Development

#### Running tests

```bash
# all tests
bundle exec spec

# unit tests
bundle exec spec:unit

# integration tests
bundle exec spec:integration

# single test file
bundle exec m spec/unit/intercom/job_spec.rb

# single test
bundle exec m spec/unit/intercom/job_spec.rb:49
```