A simple solution for creating json templates to integrate with any CRM on the market.
 
 
 
 
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README.md

Project Description

Template Integration API (Node.js, Express, MongoDB, and Redis)

This project encompasses an API developed in Node.js utilizing Express, MongoDB, and Redis. Its primary aim is to create JSON templates compatible with diverse CRM systems, facilitating the integration process. This API also includes functionalities for creating contacts within the CRM and appending call-related information to those contacts.

Features:

  • Template Creation: Enables users to create JSON-based templates for seamless CRM integration.
  • Validation: Validates uploaded JSON templates for compatibility and error-free integration.
  • Contact Creation: Allows the API to generate contacts within the CRM system.
  • Call Journall: Provides the capability to append call journall data to existing contacts within the CRM.

Components:

  • Node.js & Express Backend: Manages template creation, validation, contact creation, and call information addition.
  • MongoDB: Stores template data, contact information, and call-related details for efficient retrieval and management.
  • Redis: Enhances performance through data caching, optimizing API response times.

React.js Template Uploader:

Additionally, the project incorporates a straightforward React.js application. This application simplifies the uploading of JSON templates to the API for validation. It enables subsequent availability of these templates for integration purposes, along with functionalities for adding call-specific details to CRM contacts.

This project provides a versatile solution for businesses seeking to standardize contact creation and call-related data integration across various CRM systems.