{ "version": "https://jsonfeed.org/version/1", "title": "ZeyOS Blog", "home_page_url": "https://www.zeyos.com/de/guides", "description": "ZeyOS Blog", "items": [ { "id": "https://www.zeyos.com/de/guides/integrating-webforms", "content_html": "

In the highly competitive environment of the business world the ability to provide a smooth customer experience is one of the key factors of success. Since most interactions are happening online, adopting a new technology can help to differentiate your product or service from others and create a better experience for your customer. Many businesses use web forms and chat bots to improve the communication with their customers and partners. Web forms have a range of benefits compared to the traditional contact forms or clickable e-mail links. They are more convenient for customers by giving them pre-defined options to choose from and thus saving valuable time. The crucial advantage for businesses on the other hand is that they render collecting and processing data much easier.

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Since ZeyOS features an Open API it is easy to integrate external services such as Typeform when designing your optimal workflow.

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In the following video demo we will show you how can use Typeform to collect leads from your customers:

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You can find the iXML source code on GitHub: https://github.com/zeyosinc/typeform

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Since customers are the main fuel for your business you have to make sure they are satisfied with all the aspects of your service. However, having a great product or service is not enough to win and maintain customer loyalty. Instead, it is paramount that you learn how to be more responsive to your customers’ growing needs. That is why you need to collect information, learn as much as you can about customer preferences and gather feedback. This is where web forms will help you build a solid communication bridge between your customers and your company. Thanks to the modern technology this operation doesn't need to be boring anymore. The newest form building apps allow to adjust the entry fields to your specific business needs and render it a simple and even fun experience for your customers. They may come in different shapes, sizes and types - from simple standalone form apps or form builders built into spreadsheet apps to advanced data processing tools. Here are some examples for top form building solutions, as an alternative to Typeform:

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We are positive that you’ll find the perfect form app to generate the most relevant data you can use for your company growth in no time.

", "url": "https://www.zeyos.com/de/guides/integrating-webforms", "title": "Hack Your Business, Part 5: Integrating Web Forms in ZeyOS", "summary": "In the highly competitive environment of the business world the ability to provide a smooth customer experience is one of the key factors of success. Since most interactions are happening online, adopting a new technology can help to differentiate your product or service from others and create a better experience for your customer. Many businesses use web forms and chat bots to improve the communication with their customers and partners. Web forms have a range of benefits compared to the traditional contact forms or clickable e-mail links. They are more convenient for customers by giving them pre-defined options to choose from and thus saving valuable time. The crucial advantage for businesses on the other hand is that they render collecting and processing data much easier.", "date_modified": "2016-09-12T18:00:00.000Z", "author": { "name": "Peter-Christoph Haider" }, "tags": [ "article" ] }, { "id": "https://www.zeyos.com/de/guides/integrating-your-phone-system", "content_html": "

One of the great things about ZeyOS is the fact that you can create your own API endpoints using iXML and Zymba. This allows you to enhance and automate a great many things for your business with only a few lines of code.

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In our \"Hack your business\" series we want to show you a practical real-life example how you can utilize ZeyOS to digitalize your company.

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In this episode, we are going to show you how you can use iXML to identify a caller based on the incoming number and display his or her name and company on the display of your phone. In this case, we are going to use a SNOM 370 VoIP phone, but you can be sure that other phone systems work with similar API interfaces.

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The principal of our script looks as follows:

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    \n
  1. A call comes, the phone rings
    2. \n
  2. The phone sends an HTTP request with the caller's number to ZeyOS
    3. \n
  3. ZeyOS checks if the number exists in the address book and returns the caller's name and company
    4. \n
  4. The phone displays the received information on the phone display
    5. \n
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Getting started​

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The first point of reference to make such a system work is the API definition of the phone system. Here, we need to answer the following questions:

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    \n
  1. How can we configure an URL that will be called for incoming calls?
    2. \n
  2. How can we pass on the phone number?
    3. \n
  3. What is the required result format, so that the phone can interpret and display our return values?
    4. \n
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In case of Snom the API is pretty straightforward:

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    \n
  1. URL registration: In your phone settings, you can simply configure a URL that should be called every time a call comes in. See screenshot
    2. \n
  2. The phone number is passed on as a URL parameter called $remote. The local extension is called $local.
    3. \n
  3. In order to display information on your display, we can use Snom's XML format. So a simple response would look like this:
    4. \n
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\"Snom
Snom Phone Settings
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Putting it all together​

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So let's get started and create a new service in ZeyOS. If you already have the ZeyOS SDK installed, you should do this using the SDK simply because it's more convenient. In this example, we are going to use the browser console, since we will only edit one little script.

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Step 1: Create the REST service​

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Creating a REST service in ZeyOS is easy! Simply add a new service by typing \"Remotecall\" and use the rest:server command to create new rest server. In our case, we will simply call the service phoneid and add a REST endpoint /:local/:remote:

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XML
<?xml version=\"1.0\" encoding=\"UTF-8\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>
  <rest:server>
    <rest:resource method=\"GET\" route=\"/:local/:remote/\">
      <!-- Your code here -->
    </rest:resource>
  </rest:server>
</ixml>
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The service is now available with the following URL: https://cloud.zeyos.com/<instance>/remotecall/phoneid/. We will later place this URL in the Snom phone settings.

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Step 2: Identify the caller​

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In order to identify the caller, we are going to perform a database query and check if the number belongs to a contact. First, we will split the $remote string, since it contains the phone number and the SIP account number, separated by an @ sign.

\n
XML
<?xml version=\"1.0\" encoding=\"UTF-8\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>
  <rest:server>
    <rest:resource method=\"GET\" route=\"/:local/:remote/\">
      <split pattern=\"/@/\" var=\"parts\">$remote</split>
      <array:shift var=\"parts\" var_result=\"number\" />
      <array:shift var=\"parts\" var_result=\"account\" />

      <!-- Check if the number is not empty -->
      <if value1=\"$number\">
        <break />
      </if>

      <db:select var_result=\"contact\" type=\"self\" limit=\"1\">
        <db:fields>
          <db:field>firstname</db:field>
          <db:field>lastname</db:field>
          <db:field>company</db:field>
        </db:fields>
        <db:table>contacts</db:table>
        <db:search query=\"$number\">
          <db:searchfield>phone</db:searchfield>
          <db:searchfield>phone2</db:searchfield>
          <db:searchfield>cell</db:searchfield>
        </db:search>
        <db:is field=\"visibility\">0</db:is>
        <db:orderby>
          <db:orderfield type=\"desc\">type</db:orderfield>
        </db:orderby>
      </db:select>

      <!-- Stop, if no contact could be identified -->
      <if value1=\"$contact.lastname\">
        <break />
      </if>
    </rest:resource>
  </rest:server>
</ixml>
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Step 3: Build the result​

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If the identification was successful, we simply insert our database values into the XML envelope and output the result.

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And that's it! Include the URL in your phone settings and give it a try:

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\"Snom
Snom Phone Settings
\n
XML
<?xml version=\"1.0\" encoding=\"UTF-8\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>
  <rest:server>
    <rest:resource method=\"GET\" route=\"/:local/:remote/\">
      <split pattern=\"/@/\" var=\"parts\">$remote</split>
      <array:shift var=\"parts\" var_result=\"number\" />
      <array:shift var=\"parts\" var_result=\"account\" />

      <!-- Check if the number is not empty -->
      <if value1=\"$number\">
        <break />
      </if>

      <db:select var_result=\"contact\" type=\"self\" limit=\"1\">
        <db:fields>
          <db:field>firstname</db:field>
          <db:field>lastname</db:field>
          <db:field>company</db:field>
        </db:fields>
        <db:table>contacts</db:table>
        <db:search query=\"$number\">
          <db:searchfield>phone</db:searchfield>
          <db:searchfield>phone2</db:searchfield>
          <db:searchfield>cell</db:searchfield>
        </db:search>
        <db:is field=\"visibility\">0</db:is>
        <db:orderby>
          <db:orderfield type=\"desc\">type</db:orderfield>
        </db:orderby>
      </db:select>

      <!-- Stop, if no contact could be identified -->
      <if value1=\"$contact.lastname\">
        <break />
      </if>

      <!-- Initialize the name and company values -->
      <set var=\"name\">$contact.lastname</set>
      <if value1=\"$contact.firstname\" func=\"!=\">
        <concat var=\"name\">, $contact.firstname</concat>
      </if>
      <if value1=\"$contact.company\">
        <set var=\"contact.company\">-</set>
      </if>

      <!-- Return the XML code for Snom -->
      <output><![CDATA[<?xml version=\"1.0\" encoding=\"UTF-8\"?>
      <SnomIPPhoneText>
       <Title>$name</Title>
       <Prompt>Incoming call</Prompt>
       <Text>
         Company: $contact.company<br/>
         Number:  $number<br/>
         Account: $account
       </Text>
      </SnomIPPhoneText>]]></output>
    </rest:resource>
  </rest:server>
</ixml>
\n

And here's the result:

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\"Snom
Snom Phone Settings
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Where to go from here?​

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Now that our script is working, you have several options to enhance the existing script. For instance, you could add a service that ensures that all phone numbers in your system match the format given by Snom. You could also display additional features on your display, such as the date of the last call you had, etc.

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I hope this short example could illustrate how easy it is to integrate other systems with ZeyOS and how fast you can increase productivity with such simple tweaks! If you need any help during your customization process, simply contact us

", "url": "https://www.zeyos.com/de/guides/integrating-your-phone-system", "title": "Hack Your Business, Part 2: Integrating your Phone System", "summary": "One of the great things about ZeyOS is the fact that you can create your own API endpoints using iXML and Zymba. This allows you to enhance and automate a great many things for your business with only a few lines of code.", "date_modified": "2016-09-12T18:00:00.000Z", "author": { "name": "Peter-Christoph Haider" }, "tags": [ "article" ] }, { "id": "https://www.zeyos.com/de/guides/initial-setup", "content_html": "

One of the first things you probably want to do once you get started with ZeyOS is setting up form fields for your various business object. In this post you will learn how to

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Let's get started!

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Adding a form field​

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If you haven't already, get the ZeyOS SDK, it makes working with ZeyOS far more convenient since it features code assist and various other features. Read our post \"ZeyOS SDK Introduction\" for more details. In this article, we will setup form fields in the browser. To do this, open the system settings and head over to \"Forms\" and add a new form.

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\"Open
Open Enhancements
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Give your new form a name and select the entity for which the new form should be added. Next, you have two more display options:

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Next, go to the iXML editor and add a new text box by adding the following code:

\n
XML
<?xml version=\"1.0\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>

<textbox id=\"test\" label=\"Test\" placeholder=\"Hello World\" />

</ixml>
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\"First
First form
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Notice in the screenshot that besides the form itself we had to set some additional form parameters:

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Once you click save, your form will be initiated automatically. If you now head over and open one of the elements of the entity you have selected, you will see that the form is already available.

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\"Result\"
Result
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In order to find the details about form fields you can check the \"Forms\" section in the iXML documentation. Here's a brief overview what's available:

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hbox: A container to position form fields horizontally​

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Documentation: http://www.ixmldev.com/docs#hbox

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Example:

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XML
<?xml version=\"1.0\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>

<hbox>
  <textbox id=\"test1\" label=\"Test 1\" placeholder=\"Hello World\" width=\"300\" />
  <textbox id=\"test2\" label=\"Test 2\" placeholder=\"Hello World\" width=\"300\" />
</hbox>

</ixml>
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\"hbox
hbox result
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vbox: A container to position form fields vertically​

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Documentation: http://www.ixmldev.com/docs#vbox

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Example (combined with a hbox):

\n
XML
<?xml version=\"1.0\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>

<hbox>
  <vbox>
    <textbox id=\"test1\" label=\"Test 1\" placeholder=\"Hello World\" width=\"300\" />
    <textbox id=\"test2\" label=\"Test 2\" placeholder=\"Hello World\" width=\"300\" />
  </vbox>
  <vbox>
    <textbox id=\"test3\" label=\"Test 3\" placeholder=\"Hello World\" width=\"300\" />
    <textbox id=\"test4\" label=\"Test 4\" placeholder=\"Hello World\" width=\"300\" />
  </vbox>
</hbox>

</ixml>
\n
\"vbox
vbox result
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textbox: Text input box including validation​

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Documentation: http://www.ixmldev.com/docs#textbox

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Example:

\n
XML
<?xml version=\"1.0\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>

<!-- E-Mail address that need to end with \"com\" -->
<textbox id=\"email\" label=\"E-Mail\" type=\"email\" pattern=\"/.*com$/\" required=\"true\" width=\"300\" />

</ixml>
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listbox: List items​

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Documentation: http://www.ixmldev.com/docs#listbox

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Example:

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XML
<?xml version=\"1.0\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>

<listbox id=\"test\" label=\"Options\">
  <listitem caption=\"Option 1\">1</listitem>
  <listitem caption=\"Option 2\">2</listitem>
  <listitem caption=\"Option 3\">3</listitem>
</listbox>

</ixml>
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Advanced forms: Using conditions to display/hide certain elements​

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Since forms are generated through iXML you can use all language features at your disposal, such as loops or conditions.

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Let's take a look at a more advanced example:

\n
XML
<?xml version=\"1.0\"?>
<!DOCTYPE ixml SYSTEM \"http://www.ixmldev.com/schema/ixml.dtd\">
<ixml>

<!-- Get the existing extdata values -->
<extdata:get var=\"extdata\" entity=\"contacts\" id=\"$ID\" />

<hbox>
  <checkbox id=\"married\" label=\"Married?\">1</checkbox>
  <if value1=\"$extdata.married\" value2=\"1\">
    <textbox id=\"spouse\" label=\"Spouse\" width=\"300\" />
  </if>
</hbox>
<for var=\"i\" from=\"1\" to=\"3\">
  <hbox>
    <textbox id=\"child_$i$_firstname\" label=\"Child $i Firstname\" width=\"300\" />
    <textbox id=\"child_$i$_birthday\" label=\"Child $i Birthday\" type=\"date\" width=\"300\" />
  </hbox>
</for>

</ixml>
\n
\"Advanced
Advanced example
\n

In this example you can see that the first fields \"Children\" are generated automatically using a for loop.\nMoreover, we are using an if condition to display the field \"Spouse name\" only if the checkbox \"Married\" is checked.

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I hope those examples were helpful for you to get started! If you want more examples like this one, stay tuned for other episodes of our Hack your Business series.

", "url": "https://www.zeyos.com/de/guides/initial-setup", "title": "Hack Your Business, Part 1: Adding Forms and Fields", "summary": "One of the first things you probably want to do once you get started with ZeyOS is setting up form fields for your various business object. In this post you will learn how to", "date_modified": "2016-08-30T18:00:00.000Z", "author": { "name": "Peter-Christoph Haider" }, "tags": [ "article" ] } ] }