Grab Bag: Wix CRM Edition

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1

This Friday, in our weekly grab bag, we’ll be answering 10 questions exclusively about Wix CRM .

We’ll be answering questions about:

  • Wix Inbox

  • Chat

  • Contacts

  • Wix Forms

  • Workflows

  • Wix Automations

  • Tasks & Reminders

  • Price Quotes

  • Wix Invoices

Update: CLOSED! Thank you everyone for your questions :slight_smile:

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Hi Wix CRM team

I’ve got a question regarding your API getContactById :
How are we supposed to know the ID of a given contact (with UI or code)? I’ve been looking around but I didn’t find a way to retrieve a given contact Id.

Most of the time, the info we have for a given customer is its email. So how can I retrieve the contactID from its email (in code this time)?

When we have to deal with CRM contact we have to do this:

function getContactFromEmail(email) {
   return wixCrm.createContact({"emails":[email]})
      .then(getContactById);
}

The issue with that technics is that we need to create a contact to know if he exists. In other words: I don’t know if the returned contact is a new one or if it was updated.

Is this the correct way or is there a better/simpler way to achieve the same result?

3

Great question Quentin! I’ll make sure to follow up with the team about this.

4

Thanks Sheyla. For us it will be very important to have a way to send directly quote with a monthly payment (for example, i send you a quote for one of our services of 300 dollars a month for 6 months)

That would be very awsome!

Even if you can connect S€PA (in europe is the most using paymeny method for the recurrent payment)

Thanks in advance

5

Hi @studiowebalive this has been discussed recently in a discussion with the Wix invoice team (Sheyla probably made a summary on the forum), they are going to release that feature shortly (the monthly invoice)