diff --git a/docker-compose.dev.yml b/docker-compose.dev.yml index 064ea2ff9..830a61fb0 100644 --- a/docker-compose.dev.yml +++ b/docker-compose.dev.yml @@ -237,39 +237,39 @@ services: volumes: - .:/app - pgadmin: - image: dpage/pgadmin4 - container_name: pgadmin4_container - restart: always - ports: - - "8888:80" - environment: - PGADMIN_DEFAULT_EMAIL: user-name@domain-name.com - PGADMIN_DEFAULT_PASSWORD: strong-password - networks: - - backend - depends_on: - postgres: - condition: service_healthy - volumes: - - pgadmin-data:/var/lib/pgadmin + # pgadmin: + # image: dpage/pgadmin4 + # container_name: pgadmin4_container + # restart: always + # ports: + # - "8888:80" + # environment: + # PGADMIN_DEFAULT_EMAIL: user-name@domain-name.com + # PGADMIN_DEFAULT_PASSWORD: strong-password + # networks: + # - backend + # depends_on: + # postgres: + # condition: service_healthy + # volumes: + # - pgadmin-data:/var/lib/pgadmin - ngrok: - image: ngrok/ngrok:latest - restart: always - command: - - "start" - - "--all" - - "--config" - - "/etc/ngrok.yml" - volumes: - - ./ngrok.yml:/etc/ngrok.yml - ports: - - 4040:4040 - depends_on: - api: - condition: service_healthy - network_mode: "host" + # ngrok: + # image: ngrok/ngrok:latest + # restart: always + # command: + # - "start" + # - "--all" + # - "--config" + # - "/etc/ngrok.yml" + # volumes: + # - ./ngrok.yml:/etc/ngrok.yml + # ports: + # - 4040:4040 + # depends_on: + # api: + # condition: service_healthy + # network_mode: "host" docs: build: @@ -286,4 +286,4 @@ volumes: networks: frontend: - backend: + backend: \ No newline at end of file diff --git a/docs/catalog.mdx b/docs/catalog.mdx new file mode 100644 index 000000000..9a67e7700 --- /dev/null +++ b/docs/catalog.mdx @@ -0,0 +1,87 @@ +--- +title: "Integrations Catalog" +description: "" +icon: album-collection +--- + +## ATS + + + + } horizontal> + + + + +## CRM + + + + } horizontal> + + + } horizontal> + + + } horizontal> + + + } horizontal> + + + } horizontal> + + + } horizontal> + + + + +# Ecommerce + + + + } horizontal> + + + + +# File Storage + + + + } horizontal> + + + + +# Ticketing + + + + } horizontal> + + + } horizontal> + + + } horizontal> + + + } horizontal> + + + diff --git a/docs/crm/contacts/overview.mdx b/docs/crm/contacts/overview.mdx index c709b0618..7833541c7 100644 --- a/docs/crm/contacts/overview.mdx +++ b/docs/crm/contacts/overview.mdx @@ -2,6 +2,8 @@ title: 'The Contact Object' description: 'Introduction to our CRM `contact` Unified Model' --- +import crmContact from '/snippets/crm-contact-catalog.mdx' + ## The Unified `contact` Object The `contact` object is used to represent an existing point of contact at a company in a CRM system. @@ -68,10 +70,4 @@ The `contact` object is used to represent an existing point of contact at a comp ## Supported Features for each CRM Contact Object: -| Panora | Unified Write | Passthrough Requests | Remote Data | Managed Webhooks | Webhooks Unified | -| ------------- | ------------- | -------------------- | ----------- | ----------------- | ---------------- | -| Hubspot | ✔️ | ✔️ | ✔️ | ❌ | ❌ | -| Zoho | ✔️ | ✔️ | ✔️ | ❌ | ❌ | -| Zendesk | ✔️ | ✔️ | ✔️ | ❌ | ❌ | -| Pipedrive | ✔️ | ✔️ | ✔️ | ❌ | ❌ | -| Freshsales | ✔️ | ✔️ | ✔️ | ❌ | ❌ | \ No newline at end of file + \ No newline at end of file diff --git a/docs/crm/overview.mdx b/docs/crm/overview.mdx index d34327e85..92cdcd0af 100644 --- a/docs/crm/overview.mdx +++ b/docs/crm/overview.mdx @@ -2,9 +2,9 @@ title: 'Overview' description: '' --- -import catalog from '/snippets/crm-catalog.mdx'; +import crmCatalog from '/snippets/crm-catalog.mdx'; Welcome to the reference documentation for the Panora Customer Relationship Management (CRM) API! This API allows you to integrate with Panora and read data from or write data into the integrations authorized by your users.

- \ No newline at end of file + \ No newline at end of file diff --git a/docs/logo/logo-panora-white.png b/docs/logo/black_logo.png similarity index 100% rename from docs/logo/logo-panora-white.png rename to docs/logo/black_logo.png diff --git a/docs/logo/logo-panora-white-hq.png b/docs/logo/white_logo.png similarity index 100% rename from docs/logo/logo-panora-white-hq.png rename to docs/logo/white_logo.png diff --git a/docs/mint.json b/docs/mint.json index 5b83b15b5..49b53a481 100644 --- a/docs/mint.json +++ b/docs/mint.json @@ -1,223 +1,473 @@ { - "$schema":"https://raw.githubusercontent.com/panoratech/Panora/main/docs/openapi-with-code-samples.yaml", - "analytics":{ - "hotjar":{ - "hjid":"5154921", - "hjsv":"e2Bs3cIPcF08ngtrjwX+JBB8" - }, - "posthog":{ - "apiKey":"phc_WhWJfNPOHAuWVdyTacGxrPa9JW54scnofA9KVEjFcFw" + "$schema": "https://mintlify.com/schema.json", + "name": "Panora Documentation", + "openapi": 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+ "from":"#000000", + "to":"#000000" + }, + "dark":"#000000", + "light":"#FFFFFF", + "primary":"#000000" + }, + "topbarLinks": [ { - "name":"Integrations", - "url":"integrations" + "name": "Home", + "url": "https://panora.dev" + }, + { + "name": "Blog", + "url": "https://panora.dev/blog" + } + ], + "topbarCtaButton": { + "type": "github", + "url": "https://github.com/panoratech/Panora" + }, + "tabs": [ + { + "name": "CRM", + "url": "crm" + }, + { + "name": "Ticketing", + "url": "ticketing" }, { "name": "API Reference", - "url": "api-reference", - "openapi": "/openapi-with-code-samples.yaml" + "url": "api-reference" } - ], - "topbarCtaButton":{ - "type":"github", - "url":"https://github.com/panoratech/Panora" - }, - "topbarLinks":[ + ], + "anchors": [ + ], + "navigation": [ + { + "group": "Documentation", + "pages": [ + "welcome", + "quick-start", + "catalog" + + ] + }, + { + "group": "", + "pages": ["crm/overview", "crm/quick-start"] + }, + { + "group": "Unified Objects", + "pages": [ + { + "group": "Contacts", + "pages": [ "crm/contacts/overview", "crm/contacts/api/list", "crm/contacts/api/get", "crm/contacts/api/create", "crm/contacts/api/update" ] + }, + { + "group": "Companies", + "pages": [ "crm/companies/overview", "crm/companies/api/list", "crm/companies/api/get", "crm/companies/api/create", "crm/companies/api/update" ] + }, + { + "group": "Deals", + "pages": [ "crm/deals/overview", "crm/deals/api/list", "crm/deals/api/get", "crm/deals/api/create", "crm/deals/api/update" ] + }, + { + "group": "Notes", + "pages": [ "crm/notes/overview", "crm/notes/api/list", "crm/notes/api/get", "crm/notes/api/create" ] + }, + { + "group": "Engagements", + "pages": [ "crm/engagements/overview", "crm/engagements/api/list", "crm/engagements/api/get", "crm/engagements/api/create", "crm/engagements/api/update" ] + }, + { + "group": "Tasks", + "pages": [ "crm/tasks/overview", "crm/tasks/api/list", "crm/tasks/api/get"] + }, + { + "group": "Users", + "pages": [ "crm/users/overview", "crm/users/api/list", "crm/users/api/get" ] + } + ] + }, + { + "group": "", + "pages": [ + "ticketing/overview", + "ticketing/quick-start" + ] + }, + { + "group": "Core Objects", + "pages": [ + { + "group": "Tickets", + "pages": [ "ticketing/tickets/overview", "ticketing/tickets/api/list" , "ticketing/tickets/api/get", "ticketing/tickets/api/create", "ticketing/tickets/api/update" ] + }, + { + "group": "Comments", + "pages": [ "ticketing/comments/overview", "ticketing/comments/api/list", "ticketing/comments/api/get", "ticketing/comments/api/create", "ticketing/comments/api/update" ] + }, + { + "group": "Users", + "pages": [ "ticketing/users/overview", "ticketing/users/api/list", "ticketing/users/api/get" ] + }, + { + "group": "Contacts", + "pages": [ "ticketing/contacts/overview", "ticketing/contacts/api/list", "ticketing/contacts/api/get", "ticketing/contacts/api/create", "ticketing/contacts/api/update" ] + }, + { + "group": "Accounts", + "pages": [ "ticketing/accounts/overview", "ticketing/accounts/api/list", "ticketing/accounts/api/get", "ticketing/accounts/api/create", "ticketing/accounts/api/update" ] + }, + { + "group": "Tags", + "pages": [ "ticketing/tags/overview", "ticketing/tags/api/list", "ticketing/tags/api/get" ] + }, + { + "group": "Teams", + "pages": [ "ticketing/teams/overview", "ticketing/teams/api/list", "ticketing/teams/api/get" ] + } + ] + }, + { + "group": "", + "pages": [ + "api-reference/introduction", + "api-reference/authentication", + "api-reference/errors", + "api-reference/pagination" + ] + }, + { + "group": "Unified Objects", + "pages": [ + { + "group": "CRM", + "pages": [ + { + "group": "Contact", + "pages": [ + "api-reference/crmcontact/list-a-batch-of-crm-contacts", + "api-reference/crmcontact/create-crm-contact", + "api-reference/crmcontact/update-a-crm-contact", + "api-reference/crmcontact/retrieve-a-crm-contact", + "api-reference/crmcontact/add-a-batch-of-crm-contacts" + ] + }, + { + "group": "Deal", + "pages": [ + "api-reference/crmdeal/list-a-batch-of-deals", + "api-reference/crmdeal/create-a-deal", + "api-reference/crmdeal/retrieve-a-deal", + "api-reference/crmdeal/update-a-deal", + "api-reference/crmdeal/add-a-batch-of-deals" + ] + }, + { + "group": "Note", + "pages": [ + "api-reference/crmnote/list-a-batch-of-notes", + "api-reference/crmnote/create-a-note", + "api-reference/crmnote/retrieve-a-note", + "api-reference/crmnote/add-a-batch-of-notes" + ] + }, + { + "group": "Company", + "pages": [ + "api-reference/crmcompany/list-a-batch-of-companies", + "api-reference/crmcompany/create-a-company", + "api-reference/crmcompany/update-a-company", + "api-reference/crmcompany/retrieve-a-company", + "api-reference/crmcompany/add-a-batch-of-companies" + ] + }, + { + "group": "Engagement", + "pages": [ + "api-reference/crmengagement/list-a-batch-of-engagements", + "api-reference/crmengagement/create-a-engagement", + "api-reference/crmengagement/update-a-engagement", + "api-reference/crmengagement/retrieve-a-engagement", + "api-reference/crmengagement/add-a-batch-of-engagements" + ] + }, + { + "group": "Stage", + "pages": [ + "api-reference/crmstage/list-a-batch-of-stages", + "api-reference/crmstage/retrieve-a-stage" + ] + }, + { + "group": "Task", + "pages": [ + "api-reference/crmtask/list-a-batch-of-tasks", + "api-reference/crmtask/create-a-task", + "api-reference/crmtask/update-a-task", + "api-reference/crmtask/retrieve-a-task", + "api-reference/crmtask/add-a-batch-of-tasks" + ] + }, + { + "group": "User", + "pages": [ + "api-reference/crmuser/list-a-batch-of-users", + "api-reference/crmuser/retrieve-a-user" + ] + } + ] + }, + { + "group": "Ticketing", + "pages": [ + { + "group": "Ticket", + "pages": [ + "api-reference/ticketingticket/list-a-batch-of-tickets", + "api-reference/ticketingticket/create-a-ticket", + "api-reference/ticketingticket/update-a-ticket", + "api-reference/ticketingticket/retrieve-a-ticket", + "api-reference/ticketingticket/add-a-batch-of-tickets" + ] + }, + { + "group": "Comment", + "pages": [ + "api-reference/ticketingcomment/list-a-batch-of-comments", + "api-reference/ticketingcomment/create-a-comment", + "api-reference/ticketingcomment/retrieve-a-comment", + "api-reference/ticketingcomment/add-a-batch-of-comments" + ] + }, + { + "group": "User", + "pages": [ + "api-reference/ticketinguser/list-a-batch-of-users", + "api-reference/ticketinguser/retrieve-a-user" + ] + }, + { + "group": "Attachment", + "pages": [ + "api-reference/ticketingattachment/list-a-batch-of-attachments", + "api-reference/ticketingattachment/create-a-attachment", + "api-reference/ticketingattachment/retrieve-a-attachment", + "api-reference/ticketingattachment/download-a-attachment", + "api-reference/ticketingattachment/add-a-batch-of-attachments" + ] + }, + { + "group": "Contact", + "pages": [ + "api-reference/ticketingcontact/list-a-batch-of-contacts", + "api-reference/ticketingcontact/retrieve-a-contact" + ] + }, + { + "group": "Account", + "pages": [ + "api-reference/ticketingaccount/list-a-batch-of-accounts", + "api-reference/ticketingaccount/retrieve-an-account" + ] + }, + { + "group": "Tag", + "pages": [ + "api-reference/ticketingtag/list-a-batch-of-tags", + "api-reference/ticketingtag/retrieve-a-tag" + ] + }, + { + "group": "Team", + "pages": [ + "api-reference/ticketingteam/list-a-batch-of-teams", + "api-reference/ticketingteam/retrieve-a-team" + ] + } + ] + } + ] + }, + { + "group": "Core Resources", + "pages": [ + { + "group": "Auth", + "pages": [ + "api-reference/auth/register", + "api-reference/auth/log-in", + "api-reference/auth/get-users", + "api-reference/auth/retrieve-api-keys", + "api-reference/auth/create-api-key" + ] + }, + { + "group": "Connections", + "pages": [ + "api-reference/connections/capture-oauth-callback", + "api-reference/connections/list-connections" + ] + }, + { + "group": "Webhook", + "pages": [ + "api-reference/webhook/retrieve-webhooks-metadata", + "api-reference/webhook/add-webhook-metadata", + "api-reference/webhook/update-webhook-status" + ] + }, + { + "group": "Linked Users", + "pages": [ + "api-reference/linked-users/add-linked-user", + "api-reference/linked-users/retrieve-linked-users", + "api-reference/linked-users/retrieve-a-linked-user" + ] + }, + { + "group": "Organisations", + "pages": [ + "api-reference/organisations/retrieve-organisations", + "api-reference/organisations/create-an-organisation" + ] + }, + { + "group": "Projects", + "pages": [ + "api-reference/projects/retrieve-projects", + "api-reference/projects/create-a-project" + ] + }, + { + "group": "Field Mappings", + "pages": [ + "api-reference/field-mapping/retrieve-field-mapping-entities", + "api-reference/field-mapping/retrieve-field-mappings", + "api-reference/field-mapping/retrieve-field-mappings-values", + "api-reference/field-mapping/define-target-field", + "api-reference/field-mapping/map-custom-field", + "api-reference/field-mapping/retrieve-custom-properties" + ] + }, + { + "group": "Events", + "pages": [ + "api-reference/events/retrieve-events" + ] + }, + { + "group": "Magic Links", + "pages": [ + "api-reference/magic-link/create-a-magic-link", + "api-reference/magic-link/retrieve-magic-links", + "api-reference/magic-link/retrieve-a-magic-link" + ] + }, + { + "group": "Passthrough", + "pages": [ + "api-reference/passthrough/make-a-passthrough-request" + ] + } + ] + }, + { + "group": "Core Concepts", + "pages": [ + "core-concepts/auth", + "core-concepts/magic-links", + "core-concepts/custom-fields", + "core-concepts/sync-strategies" + ] + }, + { + "group": "Recipes", + "pages": [ + "recipes/embed-catalog", + "recipes/import-existing-users", + "recipes/catch-connection-token", + "recipes/add-custom-provider-creds" + ] + }, + { + "group": "Glossary", + "pages": ["glossary/connection-object", "glossary/linked-account-object", + { + "group": "Metadata", + "pages": ["glossary/metadata/category", "glossary/metadata/connectors"] + }] + }, + + { + "group": "Devtools", + "pages": [ + { + "group": "SDKs", + "pages": ["backend-sdk/typescript", "backend-sdk/python"] + } + ] + }, + { + "group": "Webhooks", + "pages": [ + "webhooks/overview", + { + "group": "Events", + "pages": ["webhooks/events/overview" , "webhooks/events/event-types"] + } + ] + }, + { - "name":"Home", - "url":"https://panora.dev" + "group": "Open-Source", + "pages": [ + "open-source/self-host-guide", + "open-source/contributors" + ] }, { - "name":"Blog", - "url":"https://panora.dev/blog" + "group": "Support", + "pages": [ + "support/get_help" + ] } - ] -} + ], + "footerSocials": { + "twitter": "https://twitter.com/panoradotdev", + "github": "https://github.com/panoratech/Panora", + "discord": "https://discord.gg/G7fr4HNyTb" + } + } \ No newline at end of file diff --git a/docs/snippets/crm-catalog.mdx b/docs/snippets/crm-catalog.mdx index bc4404f22..87dd52264 100644 --- a/docs/snippets/crm-catalog.mdx +++ b/docs/snippets/crm-catalog.mdx @@ -1,20 +1,8 @@ -## CRM Integrations Catalog - -Panora supports integration with the following objects across multiple platforms: - -| | Contacts | Deals | Notes | Engagements | Tasks | Users | -|-------------|----------|-------|-------|------------|-------|-------| -| Hubspot | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | -| Pipedrive | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | -| Zoho CRM | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | -| Zendesk | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | -| Freshsales | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | - - - -Your CRM is missing? Or an object you need? - -1. [Ask the Panora community for this integration.](https://panora.canny.io/integration-requests) -2. Browse existing requests to check if someone else asked for the CRM or feature you need. If so, upvote the existing request to show your support. You can also tip a contributor for this specific task! -3. If your desired integration isn't listed, click the "New Integration" button to submit a new integration request. Provide as much detail as possible about the CRM and the feature needed. -Thanks! 🙏 \ No newline at end of file +| CRM | Contacts | Deals | Notes | Engagements | Tasks | Users | Companies | +|-----------------------------------------------|:--------:|:-----:|:-----:|:-----------:|:-----:|:-----:|:---------:| +| [Hubspot](https://www.hubspot.com) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | | +| [Pipedrive](https://www.pipedrive.com) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | | +| [Zoho CRM](https://www.zoho.com/crm) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | | +| [Zendesk Sell](https://www.zendesk.com/sell/) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | | +| [Freshsales](https://www.freshworks.com/crm/sales/) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | | +| [Attio](https://attio.com) | ✔️ | | | | | | ✔️ | diff --git a/docs/snippets/crm-contact-catalog.mdx b/docs/snippets/crm-contact-catalog.mdx new file mode 100644 index 000000000..85483e7da --- /dev/null +++ b/docs/snippets/crm-contact-catalog.mdx @@ -0,0 +1,7 @@ +| Panora | Unified Write | Passthrough Requests | Remote Data | Managed Webhooks | Webhooks Unified | +| ------------- | ------------- | -------------------- | ----------- | ----------------- | ---------------- | +| Hubspot | ✔️ | ✔️ | ✔️ | ❌ | ❌ | +| Zoho | ✔️ | ✔️ | ✔️ | ❌ | ❌ | +| Zendesk | ✔️ | ✔️ | ✔️ | ❌ | ❌ | +| Pipedrive | ✔️ | ✔️ | ✔️ | ❌ | ❌ | +| Freshsales | ✔️ | ✔️ | ✔️ | ❌ | ❌ | diff --git a/docs/snippets/ticketing-catalog.mdx b/docs/snippets/ticketing-catalog.mdx index 2fd71bc9e..fe944c27f 100644 --- a/docs/snippets/ticketing-catalog.mdx +++ b/docs/snippets/ticketing-catalog.mdx @@ -1,15 +1,6 @@ -## Ticketing Integrations Catalog - -Panora supports integration with the following objects across multiple platforms: - -| | Tickets | Comments | Users | Contacts | Accounts | Tags | Teams | -| ------- | ------- | -------- | ----- | -------- | -------- | ---- | ----- | -| Zendesk | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | -| Front | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | - -An object is missing? Or a platform you want to integrate? - -1. [Ask the Panora community for this integration.](https://panora.canny.io/integration-requests) -2. Browse existing requests to check if someone else asked for the Ticketing or feature you need. If so, upvote the existing request to show your support. You can also tip a contributor for this specific task! -3. If your desired integration isn't listed, click the "New Integration" button to submit a new integration request. Provide as much detail as possible about the Ticketing and the feature needed. - Thanks! 🙏 +| | Tickets | Comments | Users | Contacts | Accounts | Tags | Teams | Collections | +|-------------|:----------:|:-------:|:-------:|:------------:|:-------:|:-------:|:------:|:-------------:| +| Zendesk | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | | +| Front | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | | +| Jira | ✔ | ✔ | ✔ | | | ✔ | ✔ | ✔ | +| Gitlab | ✔ | ✔ | ✔ | | | | | ✔| diff --git a/docs/syncwithCode.sh b/docs/syncwithCode.sh new file mode 100644 index 000000000..09db8f307 --- /dev/null +++ b/docs/syncwithCode.sh @@ -0,0 +1,11 @@ +# Run from repository root folder +# This will import integration tables from codebase + +# CRM +grep '^|' ./packages/api/src/crm/README.md > docs/snippets/crm-catalog.mdx +grep '^|' ./packages/api/src/crm/contact/README.md > docs/snippets/crm-contact-catalog.mdx + +# Ticketing +grep '^|' ./packages/api/src/ticketing/README.md > docs/snippets/ticketing-catalog.mdx + +echo "Copy Done!" \ No newline at end of file