Kaizala – How to integrate with business applications?- Part 2

In Previous post I have explained how to create the ConnectorID, Connection Secrete and the Access Token in Kaizala, which would be required when you need to use Kaizala APIs for integrations. You should have saved these strings in notepad for further reference or need to visit the page again to refer these.

Let us understand what are Kaizala APIs and how to use those.

Please refer the below Microsoft Docs link for more details

Kaizala APIs | Microsoft Docs

In order to understand the Kaizala APIs schemas and play around it you can import postman collection including sample and schemas for all Kaizala APIs. After importing the Kaizala APIs your Postman screen would look like below screenshot. The Kaizaa APIs would listed in the left frame

Postman homepage

As you an see in the above screen shot, it has 52 requests categorised in 5 different groups such as

  1. Authentication
  2. Group Management
  3. Content Creation APIs
  4. Content Query APIs
  5. Subscription APIs (webhooks)

These APIs cover most of the functionality which can be managed in Kaizala portal.

Now let us go through each of the groups in details and see how to use those in integrations.

Before you start any activity, it is important that you get authenticated. APIs under Authentication are used for the same.

Generate PIN : Generate PIN is the API used to generate PIN to connect to your Kaizala instance from your mobile Refer below screenshot.

Postman -Generate pin

{{api-root}}/v1/generatePin –  {{api-root}} should be replaced by api.kaiza.la.

It expects two parameters as

  • Content-Type – application/json
  • postman-token- Enter the access token generated in previous steps of creating the connectors

Under the Body section you can see below string. Mobile number and application ID placeholders should  be filled with actual phone number and connectorID which you have received in earlier step of creating connector

{“mobileNumber”:”{{mobile-number}}”, applicationId:”{{application-id}}”}

Postman -Generate pin2

Once you enter all details and click on send, it would send the 4 digit PIN to the mentioned mobile number.

Postman -Generate pin3

To call this API from .Net code, you can click on the Code link and see c# code . Same code can be used in  any console application or web service.

You can see the  code generated in below screenshot

Postman -Generate pin Code

Now next step is Login with pin and applicationID to get the refreshToken

Login with pin and applicationID to get the refreshToken

In this step you need pass the mobile number, applicationID and pin which is generated in the previous step

Postman -refreshtoken

This would generate the refreshToken

Postman -refreshtoken1

You need to copy the refreshToken and go to next step.

Note:

  • AccessToken is valid for 24 hours (Hence you need to get fresh access token before doing any action in Kaizala)
  • RefreshToken is valid for 365 days

You should always import latest KPIs as I have observed Kaizala team keeps enhancing these KPIs and there are chances that you would get better functionality with latest APIs.

As you have seen Postman provides you the code in C# which can be used in the web services and you can consume these web services in your business applications.

Let us look at a simple scenario on how I can connect to Kaizala from Dynamics 356 Customer Engagement.

For example: Whenever I create an opportunity in CRM, I want to send a survey to a group of people in Kaizala and track the responses back in terms of activities against the same opportunity.

The above scenario would consist of two interfaces

  • Create an action from CRM in Kaizala
  • Get response back from Kaizala to CRM on real time

I will explain the technical details in my next blog

Keep reading and happy connecting  🙂

Continue reading “Kaizala – How to integrate with business applications?- Part 2”

Kaizala -Initial configuration

In previous post we have seen how to do the initial setup for Kaizala.

Now let us see how to do initial configuration and look at various features provided by Kaizala.

To start using Kaizala, you need to first download the Kaizala app from play store or App store. The Admin of the Kaizala can use the Kaizala management portal. Once you login to the portal, its home page will look like as mentioned in the below screenshot.

Kaizala MGMT Portal-Home page

User can use the left side menu and perform various configuration such as managing the users, managing groups, managing actions, creating connectors,  view reports and settings etc as mentioned in bellow screenshot.

Kaizala MGMT Portal-Menu

Using Kaizala, we can  create public /work Groups,  perform various actions along with the basic chat functionality.

Actions which can be configured are as mentioned below

  • Announcements – Make key announcements or share updates
  • Attendance-Mark attendance with location and photo
  • Checklist– Create to-do lists and  capture everyone’s individual status
  • CHESS– play a game of Chess
  • Assign jobs–  Assign jobs to the people and track the completion status
  • Lets Meet-Invite people to meetings and confirm their availability
  • Live location -Request live location and help people to find their way
  • Photo with location-Share picture with your current location
  • Quick Poll-Ask question and get people’s opinion
  • Request Location-Request people to share their location
  • Share Location-Share your location with people
  • Submit Bill– Submit your bill and expenses
  • Survey-Add  a series of questions and get people’s opinion
  • Tic Tac Tow(Preview)– Enjoy this classic game with your friends
  • Training-Publish trainings for your teams and track completion status

Managing Groups , adding users is very intuitive and I am not going to go in those details, You can just try and should be able to do it. In case of any questions please leave your comments here and I would try to respond with best of my knowledge.

As technical people, we need understand how we can integrate Kaizala with various business applications so that we can improve productivity within the organisation.

Kaizala provides good amount of  RESTful APIs for integration. Let us see how to use those in my next blog.

Keep reading!!