Gleap Admin for NodeJS

This package allows you to track customer events from the server side.

Installation

npm install gleap-admin --save

Usage

Import the GleapAdmin package.

import GleapAdmin from 'gleap-admin';

Initialize the SDK

It is required to initialize the GleapAdmin SDK before sending events or other requests.

GleapAdmin.initialize(process.env.GLEAP_API_TOKEN);

The secret API token can be found within your project settings -> Secret API token. Keep it in an environment variable; it must never ship to client apps.

Track an event

GleapAdmin.trackEvent('user-id', 'event-name', {
  someEventData: "yeah!"
});

The userId should match the userId you are using to identify your users.

The event data (last param) is optional.

Identify an user

GleapAdmin.identify('user-id', {
  name: 'XOXO',
  email: 'asdf@asf.de',
  value: 499, // MRR: monthly recurring revenue, major units
  phone: '+4395959595',
  // Optional: associate the user with a company.
  company: {
    id: 'acme-inc',
    name: 'ACME inc.',
  },
});

The userId should match the userId you are using to identify your users.

All key-value pairs in the user properties part are optional. The optional company object associates the user with a company — only company.id is required and company.name never overwrites a name set via updateCompany.

Companies

Set authoritative company attributes (plan, value, SLA, address, custom data) from your backend. These are shown in the dashboard and used for company-level SLAs, and are never overwritten by data sent from your client apps.

// Create or update a company (companyId is your own immutable identifier).
const company = await GleapAdmin.updateCompany('acme-inc', {
  name: 'ACME inc.',
  plan: 'Growth plan',
  value: 4990, // MRR: monthly recurring revenue, major units
  sla: 3600, // Response-time SLA in seconds.
  domain: 'acme.com',
  address: { line1: '1 Infinite Loop', city: 'Cupertino', country: 'US' },
  customData: { tier: 'gold' },
});

// Read a company (returns null if it doesn't exist).
const existing = await GleapAdmin.getCompany('acme-inc');

// Delete a company (its contacts and conversations are kept).
const success = await GleapAdmin.deleteCompany('acme-inc');

Pipelines (CRM)

Manage CRM pipeline entries from your backend: put a company or contact on a pipeline, move it through stages, set field values, or remove it — for example to mirror your signup or billing lifecycle onto an onboarding pipeline.

Entries are addressed by your own identifiers: the companyId you pass to updateCompany for company pipelines, or the userId you pass to identify for contact pipelines. Pipeline, stage and field ids come from getPipelines:

// [{ id, name, recordType, stages: [{ id, name, color }], fields: [{ fieldId, label, type }] }]
const pipelines = await GleapAdmin.getPipelines();

// Add a company to a pipeline. stageId defaults to the first stage; values
// are keyed by fieldId. If the record is already on the pipeline, the
// existing entry is returned unchanged (adding is idempotent).
const entry = await GleapAdmin.addPipelineEntry("pipeline-id", {
  companyId: "acme-inc",
  stageId: "stage-id",
  values: { dealsize: 4990 },
});

// Create-or-update (like updateCompany): adds the record, or moves it and
// updates its values if it is already on the pipeline. Values are merged,
// and null clears a field.
await GleapAdmin.updatePipelineEntry("pipeline-id", {
  companyId: "acme-inc",
  stageId: "next-stage-id",
});

// Contact pipelines address entries by userId instead.
await GleapAdmin.addPipelineEntry("pipeline-id", { userId: "user-1234" });

// Read an entry (null if the record is not on the pipeline).
const existing = await GleapAdmin.getPipelineEntry("pipeline-id", { companyId: "acme-inc" });

// Remove a record from a pipeline (the company/contact itself is kept).
const success = await GleapAdmin.removePipelineEntry("pipeline-id", { companyId: "acme-inc" });

Adding a record and moving it to a new stage run the pipeline's automations, exactly like the same action in the dashboard. Unknown stage ids and unknown field keys are rejected with a 400 naming the valid ids.

Track MRR (customer value)

Gleap uses the value field as a customer's MRR: monthly recurring revenue, in your billing currency, in major units (for example 499 or 49.9, not cents). It powers revenue-based prioritization in Kai PM, revenue context on tickets, and company segmentation.

You can set it on two levels:

• Company (recommended for B2B): GleapAdmin.updateCompany('acme-inc', { value: 4990 }). Authoritative and shared by every contact of that company.
• Contact: GleapAdmin.identify('user-id', { value: 4990 }) for individual users, or when you do not group contacts into companies.

Kai PM scores a company account with the maximum of the company value and its members' contact values, counted once per company — so for team accounts, setting the company value is enough.

The best place to update it is your billing webhook (subscription created, updated, canceled), so Gleap always mirrors your billing system:

• examples/stripe-webhook.js
• examples/paddle-webhook.js

Notes:

• identify and updateCompany send immediately — safe in short-lived webhook handlers. trackEvent is buffered (flushed every 2.5 seconds), so only use it from long-running processes.
• identify flattens customData into top-level contact attributes; updateCompany keeps customData nested on the company. Put MRR in value, not in customData.
• On cancellation, set value: 0.

License

MIT