EquinoxCrm

Increase efficiency with EquinoxCRM - An innovative CRM for Financial Advisors.

A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications.

By using this gem you can fetch the contacts of the EquinoxCRM application.

Add this line to your application's Gemfile:

gem 'equinox_crm'

And then execute:

$ bundle

Or install it yourself as:

$ gem install equinox_crm

To fetch a specific contact

@client = EquinoxCrm::Client.new('YOUR_API_KEY')
@client.contacts('ID')

To fetch list of contacts

@client = EquinoxCrm::Client.new('YOUR_API_KEY')
@client.contacts_list

Default limit is 10 records. To fect more or less 10 records user limit param

@client.contacts_list(limit: 20)

If the result contains next_page attribute is null means list is over.

After checking out the repo, run bin/setup to install dependencies. Then, run rake test to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.

Bug reports and pull requests are welcome on GitHub at https://github.com/reliadvisor/equinox_crm. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the Contributor Covenant code of conduct.

The gem is available as open source under the terms of the MIT License.

Everyone interacting in the EquinoxCrm project’s codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.