CRM & Integration

I work in support at a SaaS platform, so it seemed natural that the first thing I would try to build in Django would be a 'Zen-or-Fresh-Desk' style app. 


The app assumes a support team divided into 1st and 2nd line workers. It also integrates with a 3rd party 'collaboration tool', giving the 1st line workers 'gated' access to some of the functionalities there. The 1st line users can search for users in the remote system, remove and re-invite them, search projects ('sites') and get an overview of some of their properties, as well as add in new organisations. 

For tasks which cannot be carried out by the 1st line team, they can create a helpdesk "ticket" for the 2nd line team, (who we assume have an admin level account in the remote system), to pick up. Those users can even 'push' the tickets into the 3rd parties Kanban modules. 



Search for users by email address, re-invite or remove them from projects in the remote system:

Search for sites by name, inspect and message site-owner:


Adding a new organisation: 




Some of the native helpdesk functionality from 1st line group perspective (user profile, activity feed): 





View of a helpdesk ticket: 

Leverage the external system's more sophisticated task management functionality by 'pushing' a helpdesk ticket there: 


I even built an API for my app: 
 

At the time of building, whilst there were certainly a lot of tutorials about building REST APIs in Django, there wasn't a lot out there about consuming them. This blog from 'Simple Is Better Than Complex' was probably the most comprehensive, and served as my starting point into this project. Leif Azzopardi and David Maxwell's excellent book 'Tango With Django' has a chapter where they show you how to utilise the Bing search API. Twilio have a lot of example projects (and are always putting up lots of new ones), though perhaps a bit too involved for beginners. 

The theme is 'Admin (Light)' by Daniel Supernault and is written in Bulma

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