Month: September 2017

Quickly Create a Webhooks using Catalina’s Integrator Tool

webhooksSo many times, as a programmer, I get a 3rd party solution that asks me to provide them a quick “webhook” so that they can post back data.  Normally this requires me to write some type of web API to receive this data.

Catalina’s Integrator Toolkit allows you to quickly create webhooks with a custom endpoint path without having to do any programming.

I did a quick demo on this here

 

Basically, What we can do is create a custom endpoint and define the path that it will go to.  The payload passed can then be pushed through a script and redirected to other API’s, databases, etc. without doing any major programming.

Plus, if you just need to get something up quick, all you have to do is create it in our toolkit and it will just pass back the original data that was posted to it.  Great for quick testing of your callback functionality of whatever is calling the webhook.

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SMS Central for communication between Dynamics SL and your field service and sales

SMS Central-White Background-linkedIn

There are many times where someone out in the field doesn’t have access to a field service app.  Or doesn’t need one.  SMS is one of the easiest ways for relaying information.

Catalina Technology’s SMS Central now automates communication between systems like help desks, dispatch, CRM, service, and others by giving two-way communication between the technician or sales guy, in the field, and your back-office system.

This means that you can send dispatch SMS notifications and the person receiving those SMS messages can then respond to them by simply replying to the text message.  SMS Central will update the back-office system based on the mobile user’s SMS reply.  All without any special app.

1. Create a service call in your dispatch or other system

  • Create a service call, sales opportunity, customer service case, etc. in your back-office system system like you always do.
  • Assign it to one or more people.
  • SMS Central will automatically pick this up, from your system, and send as an SMS Text Message to the assigned people.
dispatch

2. SMS Central then automatically sends an SMS message, from your back-office system, to the assigned person

cellPhone
  • Send to any phone with SMS (even including old flip phones).
  • Can be done hands free with Siri, Cortana, or Google Assistant to do voice response of texts!
  • Customize the messages that are sent out.
  • Your field personnel can actually respond to the SMS message with customizable acceptable responses like “Yes”, “No”, “In route”, “can’t make it”, or any other response you want.
  • If the person doesn’t respond to the message, SMS central has routing and escalation capability to send to others.
  • Responses can even include pictures, files, video, GPS coordinates, or other attachments.  SMS Central will save this for you.

3. SMS Replies are automatically routed back to your system!

  • Your system is automatically updated based on the response that was sent back.
  • Any additional replies to this SMS text thread will be logged as notes or history in your system.
  • Attachments such as pictures, files, video, voice, and GPS coordinates will be stored and tied to the service call.
smsHistory

smsHistory1

Scheduling MQTT Messages to io.adafruit.com from Windows Task Scheduler

Scheduling MQTT Messages to io.adafruit.com from Windows Task Scheduler

Often times, I want to send an MQTT message to a device so that it can automatically do something on a timed basis.  Example, say I want to turn on my greenhouse lights for my seedlings in the morning, at a certain time, and then turn them off in the evening at a certain time.  If you are using Adafruit, it has a trigger that wakes up every so many minutes, hours, days, weeks.  But, I want to have things to trigger at the same time every day.

I could use cron on one of my linux boxes.  But, in my case, I wanted to use a windows box to do the time triggering.  An easy way to do this is to use Windows Task Scheduler that comes with Windows.

Continue reading “Scheduling MQTT Messages to io.adafruit.com from Windows Task Scheduler”

IOT Relay and ESP8266 to Control Lighting

Here is a quick project that I did to control lighting for our seedlings.  I wanted something that could be controlled via MQTT and then managed in Thingsboard.  On this initial prototype, I am using Adafruit’s IOT http://io.adafruit.com.  It works pretty well, but is limited in some of the features that I want (like scheduling events on a timed basis).

The components of the project are:

  • NodeMCU ESP8266 module.  I am developing in c++
  • Visual Micro plugin for Visual Studio.  Much easier for debugging and features than just the straight Arduino IDE
  • IOT Relay (See on Amazon):  This is an enclosed relay for both AC and DC switching.  And it has a simple port that allows you to control from a microcontroller.

NOTE:  I have sample code below the video. Continue reading “IOT Relay and ESP8266 to Control Lighting”

SMS Central for communication between Dynamics SL and your field service and sales

SMS Central-White Background-linkedIn

There are many times where someone out in the field doesn’t have access to a field service app.  Or doesn’t need one.  SMS is one of the easiest ways for relaying information.

 

Catalina Technology’s SMS Central now automates communication between systems like help desks, dispatch, CRM, service, and others by giving two-way communication between the technician or sales guy, in the field, and your back-office system.

This means that you can send dispatch SMS notifications and the person receiving those SMS messages can then respond to them by simply replying to the text message.  SMS Central will update the back-office system based on the mobile user’s SMS reply.  All without any special app.

1. Create a service call in your dispatch or other system

  • Create a service call, sales opportunity, customer service case, etc. in your back-office system system like you always do.
  • Assign it to one or more people.
  • SMS Central will automatically pick this up, from your system, and send as an SMS Text Message to the assigned people.
dispatch

2. SMS Central then automatically sends an SMS message, from your back-office system, to the assigned person

cellPhone
  • Send to any phone with SMS (even including old flip phones).
  • Can be done hands free with Siri, Cortana, or Google Assistant to do voice response of texts!
  • Customize the messages that are sent out.
  • Your field personnel can actually respond to the SMS message with customizable acceptable responses like “Yes”, “No”, “In route”, “can’t make it”, or any other response you want.
  • If the person doesn’t respond to the message, SMS central has routing and escalation capability to send to others.
  • Responses can even include pictures, files, video, GPS coordinates, or other attachments.  SMS Central will save this for you.

3. SMS Replies are automatically routed back to your system!

  • Your system is automatically updated based on the response that was sent back.
  • Any additional replies to this SMS text thread will be logged as notes or history in your system.
  • Attachments such as pictures, files, video, voice, and GPS coordinates will be stored and tied to the service call.
smsHistory

smsHistory1

Catalina still doing DSLUG Deep Dive ONLINE since Irma is keeping us out of Tampa

DSLUGCatalinaDeepDive2

Hurricane Irma may have put a damper on things for the DSLUG conference in Tampa.  But Catalina is still going to do their Deep Dive presentation ONLINE.

 

Since many of you cleared your schedules during the week of the 12th, for the conference, we are going to do our Deep Dive as planned (but Online).

Join us for our ONLINE Deep Dive on Sep 12, 2017 at 3:30 PM EDT.

Register now for free!

https://attendee.gotowebinar.com/register/3306754117949755393

After registering, you will receive a confirmation email containing information about joining the webinar.

View System Requirements

Deep dive on Integrating SL with CRM, Ecommerce, Helpdesk, Time Card Entry, IoT (Internet of Things) integration with Dynamics and other systems, online billing portal for your customers, and more.

Catalina’s Online Bill Payment allows you to get paid quicker by your customers, allowing them to login to a portal and pay their invoices.  There is also auto-pay, which will automatically pay invoices, as they are generated.  All of this using a PCI compliant secure system that minimizes your risk since you never handle credit card information.

Showing our IOT integration to Dynamics and other systems

Many of you may already have (or thinking about) an IOT (internet of things) initiative.  Catalina will be showing our latest customizable IOT devices and how you can monitor your equipment, properties, construction sites, etc.  (or your customer’s), and then automatically route data to your CRM, field service, dispatch, or other systems to take action or store auditing data for reports and more.

Integrate to existing proven solutions!

Learn how to get quicker return on investment by enabling Dynamics SL to integrate to existing proven solutions like: Salesforce.com, Dynamics CRM, Zendesk, and more for your CRM, Helpdesk, Time Card Entry, Ecommerce, etc.

More Information:  http://www.catalinatechnology.com/?CTAPI

Integrate to existing Solutions

  • Salesforce.com
  • Dynamics CRM
  • Shopify
  • Magento
  • Zendesk
  • Service Max
  • IoT: send Internet of Things data to Dynamics SL
  • Azure message, event, and IoT hubs
  • More: Our customers have used our API for integrating many other systems

Dynamics SL Modules

  • Sales Orders
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
  • PO/PO Receipt
  • Shippers
  • Inventory
  • Service Module
  • Project Controller
  • Custom: We are always building new and custom integrations to SL