Mailshot process

  1. process / omny solution

    • load each contact into KP CRM (python script or script + CreateContactAndAccount?)

    • new process to invoke existing send memo for each contact

  2. python

    • read csv

    • store in db direct (good xp but will take time?)

    • then new process to invoke SendMemo for each contact as above

  3. offline server - doesn’t really help unless dei-risk change to existing procs

    • what about attachments?

    • flowable does not support, think I have a script somewhere? -

CRM issues

setting account activity when there’s no account!

java.lang.NullPointerException: Cannot invoke "link.omny.custmgmt.model.Account.setActiv │
│     at link.omny.custmgmt.web.ContactController.findEntityById(ContactController.java:37 │
│     at jdk.internal.reflect.GeneratedMethodAccessor459.invoke(Unknown Source) ~[?:?]     │
│     at java.base/jdk.internal.reflect.DelegatingMethodAccessorImpl.invoke(Unknown Source │
│     at java.base/java.lang.reflect.Method.invoke(Unknown Source) ~[?:?]                  │
│     at org.springframework.aop.support.AopUtils.invokeJoinpointUsingReflection(AopUtils. │
│     at org.springframework.aop.framework.CglibAopProxy$DynamicAdvisedInterceptor.interce │
│     at link.omny.custmgmt.web.ContactController$$SpringCGLIB$$0.findEntityById(<generate │

Record enquiry

Note
relies on basic auth with users in flowable db. Needs REST API privilege!!!:w

By convention set keycloak users to the same pwd.

  1. This uses legacy hook (url encoded)

curl -v -u tim@knowprocess.com:SJ*** -d 'json={"fullName":"ts1","email":"tim@knowprocess.com","accountName":"KP","message":"TEST","tenantId":"knowprocess","ip":"81.159.141.70","admin_email":"tim@knowprocess.com"}' https://crm.knowprocess.com/msg/knowprocess/kp.enquiry.json

  1. This creates process contact etc but not acct

curl -v -H "Content-Type: application/json" -u tim@knowprocess.com:SJ*** -d '{"fullName":"ts1","email":"tim@knowprocess.com","accountName":"KP","message":"TEST","tenantId":"knowprocess","ip":"81.159.141.70","admin_email":"tim@knowprocess.com"}' https://crm.knowprocess.com/msg/knowprocess/kp.enquiry.json

hits the same exception above:

Servlet.service() for servlet [dispatcherServlet] in context with path [] thre │
│ w exception [Request processing failed: java.lang.NullPointerException: Cannot invoke "l │
│ ink.omny.custmgmt.model.Account.setActivities(java.util.Set)" because "acct" is null] wi │
│ th root cause
java.lang.NullPointerException: Cannot invoke "link.omny.custmgmt.model.Account.setActiv │
│ ities(java.util.Set)" because "acct" is null                                             │
│     at link.omny.custmgmt.web.ContactController.findEntityById(ContactController.java:37 │
│ 4) ~[custmgmt-3.1.10-SNAPSHOT.jar:3.1.10-SNAPSHOT]

from WP

[05-Jun-2025 21:49:29 UTC] Notifying server: [05-Jun-2025 21:49:29 UTC] Verb: POST [05-Jun-2025 21:49:29 UTC] URL: https://crm.knowprocess.com/msg/knowprocess/kp.enquiry.json [05-Jun-2025 21:49:29 UTC] Origin: https://knowprocess.com [05-Jun-2025 21:49:29 UTC] Message name: kp.enquiry.json [05-Jun-2025 21:49:29 UTC] JSON: {"fullName":"Tim Stephenson","email":"tim@thestephensons.me.uk","accountName":"Thee Stephensons","message":"Hello 6","tenantId":"knowprocess","ip":"195.180.32.108","admin_email":"tim@knowprocess.com"} [05-Jun-2025 21:49:29 UTC] Execution id: [05-Jun-2025 21:49:29 UTC] Response from https://crm.knowprocess.com/msg/knowprocess/kp.enquiry.json: 403

To resolve 1. Sarah Auth to gateway - how is CRM Auth done? 2 send William an email a create account b create contact c link manually d create memo template e test

Later 1 load contacts into CRM 2. Create process that trickles them out

Or switch to icegram? Could help matt too?

Send memo

curl -v -u tim@knowprocess.com:SJcq6Syb23tFrNQf -d "memoName=WCASummitBusinessIntro&contactId=30170&tenantId=knowprocess" https://crm.knowprocess.com/form/knowprocess/SendMemo.action