Class BaseCRMActionAbstract

Protected AbstractcrmProvider

Protected AbstractintegrationName

ProtectedbuildCRMErrorMessage

• buildCRMErrorMessage(
      operation: string,
      details: string,
      systemError?: any,
  ): string

  Helper to build consistent error messages for CRM operations

  Parameters

  • operation: string
  • details: string
  • OptionalsystemError: any

  Returns string

ProtectedformatCRMDate

• formatCRMDate(date: Date): string

  Standard date format for CRM systems (ISO 8601)

  Parameters

  • date: Date

  Returns string

ProtectedformatPhoneNumber

• formatPhoneNumber(phone: string): string

  Format phone numbers to E.164 format if possible

  Parameters

  • phone: string

  Returns string

ProtectedgetAPIBaseURL

• getAPIBaseURL(integration: MJCompanyIntegrationEntity): Promise<string>

  Gets the base URL for API calls

  Parameters

  • integration: MJCompanyIntegrationEntity

  Returns Promise<string>

ProtectedgetAPICredentials

• getAPICredentials(
      integration: MJCompanyIntegrationEntity,
  ): Promise<
      {
          accessToken?: string;
          apiKey?: string;
          apiSecret?: string;
          clientId?: string;
          clientSecret?: string;
          refreshToken?: string;
      },
  >

  Gets API credentials - first tries environment variables, then falls back to database

  Parameters

  • integration: MJCompanyIntegrationEntity

  Returns Promise<
      {
          accessToken?: string;
          apiKey?: string;
          apiSecret?: string;
          clientId?: string;
          clientSecret?: string;
          refreshToken?: string;
      },
  >

ProtectedgetCommonCRMParams

• getCommonCRMParams(): ActionParam[]

  Common CRM parameters that many actions will need

  Returns ActionParam[]

ProtectedgetCompanyIntegration

• getCompanyIntegration(
      companyId: string,
      contextUser: UserInfo,
  ): Promise<MJCompanyIntegrationEntity>

  Gets the company integration record for the specified company and CRM

  Parameters

  • companyId: string
  • contextUser: UserInfo

  Returns Promise<MJCompanyIntegrationEntity>

ProtectedgetCredentialFromEnv

• getCredentialFromEnv(companyId: string, credentialType: string): string

  Gets credentials from environment variables Format: BIZAPPS_{PROVIDER}{COMPANY_ID}{CREDENTIAL_TYPE} Example: BIZAPPS_HUBSPOT_12345_API_KEY

  Parameters

  • companyId: string
  • credentialType: string

  Returns string

ProtectedgetParamValue

• getParamValue(params: ActionParam[], paramName: string): any

  Helper to get parameter value with type safety

  Parameters

  • params: ActionParam[]
  • paramName: string

  Returns any

ProtectedisValidEmail

• isValidEmail(email: string): boolean

  Validate email format

  Parameters

  • email: string

  Returns boolean

ProtectedmapActivityType

• mapActivityType(
      type: string,
  ): "call" | "email" | "meeting" | "task" | "note" | "other"

  Common activity types mapping

  Parameters

  • type: string

  Returns "call" | "email" | "meeting" | "task" | "note" | "other"

ProtectedmapDealStatus

• mapDealStatus(stage: string): "open" | "won" | "lost" | "unknown"

  Map deal/opportunity stages to common statuses

  Parameters

  • stage: string

  Returns "open" | "won" | "lost" | "unknown"

ProtectedparseCRMDate

• parseCRMDate(dateString: string): Date

  Parse date from CRM format

  Parameters

  • dateString: string

  Returns Date