Introduction¶
The Wealthbox API consists of REST-based resource URLs which provide a predictable way to interact with Wealthbox over JSON or XML.
We support cross-origin resource sharing, allowing you to interact securely with our API from a client-side web application.
The Wealthbox API gives you powerful read/write access to your CRM account data, allowing you to build integrations with your other preferred tools.
API Endpoint
https://api.crmworkspace.com
Authentication¶
Every request to the Wealthbox CRM needs to be identified and authorized. In order to do this, you must provide API credentials, which can take the form of an API access token, provided inside your personal settings, or by leveraging our OAuth 2.0 authentication flow.
Authenticating with a personal API access token
Personal API access tokens are reserved for building personal integrations — such as those to in-house
systems — and testing integration capabilities. If you are a current or future integration partner who
makes your app available to mutual customers, authenticating with OAuth is required for co-marketing and release.
Authenticate your account when using the API by including an API access token in the request header.
In order to obtain a new access token or to manage your existing tokens, please visit the API access token settings page. From there, simply click 'Create Access Token' and give the token a name. That token should then be
passed as an HTTP Header, with the name ACCESS_TOKEN, in all requests to the API.
Authenticating with OAuth
The Wealthbox API allows authenticating with OAuth 2.0 using authorization code grants as well
as refresh token grants as defined in RFC6749. Authorization is scoped to individual users
(who may have different permissions from one another) rather than organizations.
To begin, you’ll need to register so we can issue a client ID and client secret which will uniquely
identify your application to us. The client ID is a public value which will be exposed when the authorization flow begins in the user’s browser.
The client secret, though, will be known only to you and us and is used to verify your identity. You will need to store it safely.
If your client secret is compromised, please contact us immediately so we can deactivate it and issue a replacement.
To implement OAuth for your application, please email support@wealthbox.com with your request and details about your application.
The basic flow of OAuth is as follows:
Most of the following information is about OAuth 2.0 in general and isn’t unique to Wealthbox, in the examples below, we’ll use placeholder values forclient_id, client_secret
andredirect_uri
which you’ll need to replace with your unique values.
- The code grant flow begins in a user’s browser. You should navigate them to
https://app.crmworkspace.com/oauth/authorize
with the following query parameters appended to the URL:# Parameters client_id => required redirect_uri => required(must match the URI that was registered) response_type => required(only "code" authorization flow supported) scope => optional(available scopes are (login, data) login is default if not included)
# Example GET https://app.crmworkspace.com/oauth/authorize?client_id=CLIENT_ID&redirect_uri=CALLBACK_URL&response_type=code&scope=login+data - If the user isn’t currently logged in to their Wealthbox account, they’ll be prompted for their Wealthbox credentials first.
- After entering their credentials, the user will be shown an authorization page to grant your application access to the Wealthbox API on their behalf.
- After the user has granted access, the browser will navigate to your redirect URI. This will include the authorization code in the query string.
- Your application can then exchange the authorization code for an access token via POST to
https://app.crmworkspace.com/oauth/token
with anapplication/x-www-form-urlencoded
payload (like query parameters, but in the body instead of the URL). This should occur immediately as the authorization code has a brief lifetime.# Parameters client_id => required client_secret => required code => required(the code value which was included with the redirect) grant_type => required(only "authorization_code" supported) redirect_uri => required(must match the URI that was registered)
# Example POST POST /oauth/token HTTP/1.1 Host: app.crmworkspace.com Accept: application/json Content-Length: 255 Content-Type: application/x-www-form-urlencoded https://app.crmworkspace.com/oauth/token?client_id=CLIENT_ID&client_secret=CLIENT_SECRET&code=CODE&grant_type=authorization_code&redirect_uri=CALLBACK_URL
# Example Response (application/json) { "access_token":"de6780bc506a0446309bd9362820ba8aed28aa506c71eedbe1c5c4f9dd350e54", "created_at":10588285800, "expires_in":7200, "refresh_token":"8257e65c97202ed1726cf9571600918f3bffb2544b26e00a61df9897668c33a1", "scope":"login data", "token_type":"Bearer" } - Currently, each
access_token
lives for two hours. Therefresh_token
lives for 90 days. - If your access token expires, you will need to use the refresh token to POST to
https://app.crmworkspace.com/oauth/token
. This is similar to step 5 exceptgrant_type
must be set to "refresh_token"# Parameters client_id => required client_secret => required grant_type => required(must be "refresh_token") refresh_token => required(the previously obtained refresh_token value)
- If your refresh token has expired, you will need to start the process over from step 1. We recommend that apps autonomously connect to Wealthbox CRM using the refresh token, within the 90 day window, if they want to avoid forcing the user to reauthenticate.
Example Request with API access token
$ curl https://api.crmworkspace.com/v1/contacts -i \
-H "ACCESS_TOKEN:12345678901234567890123456789012"
Example Request with OAuth access token
$ curl https://api.crmworkspace.com/v1/contacts -i \
-H "AUTHORIZATION: Bearer 12345678901234567890123456789012"
Errors¶
Wealthbox uses standard HTTP response codes to indicate the status of an API request. Generally, 2xx response codes indicate success, 4xx represents a problem that occurred (e.x., authentication token was not included in request, or required fields were not present to create a "contact"). 5xx codes indicate there was an error on the server, even though your request appears valid.
HTTP Status Code Summary
200 - OK | Everything worked as expected. |
---|---|
201 - Authorization token created | After a successful authorization via the API, an access token was created. |
202 - Two-Factor Authentication required | After a successful authorization via the API, Two-Factor authentication is required. |
400 - Bad Request | The request could not be understood by the server due to malformed syntax. |
401 - Unauthorized | No valid API key provided. |
402 - Trial expired | Your Wealthbox trial account has expired. |
403 - Inaccessible | The requesting user does not have permission to view the resource. |
404 - Not Found | The requested item doesn't exist. |
422 - Invalid request parameters | Your request was invalid and rejected by the server. |
422 - Unprocessable Entity | The content-type in the header may be invalid or the object sent doesn't match the content-type that was set. |
429 - Too Many Requests | Too many requests hit the API too quickly. |
5xx - Server Errors | Wealthbox error (Rare occurrence.) |
Pagination¶
All resources in the API have support for fetching in bulk via the list methods. For example, you could list all contacts, or all notes in your workspace.
We utilize a page-based system for listing items in bulk. This requires both per_page
and a page
parameter to be passed when fetching paginated data (see below).
- per_page
- 25 (default)
- page
- 1 (default)
Example Request
$ curl https://api.crmworkspace.com/v1/contacts?per_page=50&page=2 -i \
-H "ACCESS_TOKEN:12345678901234567890123456789012"
Responses from the API¶
Each request made to the API will generate a JSON or XML response. The responses can be classified into 3 distinct types.
Successful response returning a single resource
When returning a single resource, the object is represented as a JSON object of its properties.
Successful response returning a collection of resources
When returning a collection of resources, the collection is returned as a JSON object, whose key is
the plural version of the resource, for example /v1/contacts
returns a JSON
object whose key is contacts
. The object contains an array of the resources
stored at that key. It is important to remember that these collections are not ordered, so their
order can not be counted on.
Unsuccessful response
When a request is unsuccessful the API will return a JSON object with 2 keys, success
,false
and an errors
key which describes the error.
Versioning¶
When we make backwards-incompatible changes to the API we will release a new version. Examples of a backwards-compatible change that would not result in a new version would be adding a new endpoint, changing the order of properties in an API response, or adding a new optional property to an existing endpoint.
The current API version is v1
, so any requests should include this in the URL.
Example Request
$ curl https://api.crmworkspace.com/v1/contacts -i \
-H "ACCESS_TOKEN:12345678901234567890123456789012"
Throttling¶
All requests made to the Wealthbox API are subject to throttling based on the API access token being used to make the request. The throttling rate is one request/second over a five minute sampling period, although, the Wealthbox API will permit short bursts of activity above that threshold. If you have made more requests to the Wealthbox API than permitted a 429 status code is returned to indicate that you have exceeded our rate limit for that period.
Retrieve login profile information¶
GETRetrieve login profile information/v1/me
This endpoint will return information about the user’s login profile.
- id
The id of the user’s login profile
- name
The name associated with the login profile
- first_name
The first name associated with the login profile
- last_name
The last name associated with the login profile
- email
The email associated with the login profile
- plan
The subscribed plan of the login profile
- created_at
A timestamp representing when the login profile was created
- updated_at
A timestamp for when the login profile was last updated
- current_user
The user that is authorized with the API token used. All API calls with this token will be performed in this user’s account (workspace)
- id
The id of the user
- email
The email associated with the user’s login profile
- name
The name associated with the user’s login profile
- account
The id of the user’s account (workspace)
- accounts
An array of accounts (workspaces) that the user’s login profile has access to
- id
The id of the account (workspace)
- name
The name of the account (workspace)
- created_at
The timestamp representing when the account (workspace) was created
- users
An array of users associated with the login profile
- id
The id of the user
- email
The email associated with the user’s login profile
- name
The name associated with the user’s login profile
- account
The id of the user’s account (workspace)
200
Body
{
"id": 1,
"name": "Bill Jones",
"first_name": "Bill",
"last_name": "Jones",
"email": "bill@example.com",
"plan": "premier",
"created_at": "2015-05-24 10:00 AM -0500",
"updated_at": "2015-10-12 11:30 PM -0500",
"current_user": {
"id": 1,
"email": "bill@example.com",
"name": "Bill Jones",
"account": 1
},
"accounts": [
{
"id": 1,
"name": "ABC Financial",
"created_at": "2015-05-24 10:00 AM -0500"
}
],
"users": [
{
"id": 1,
"email": "bill@example.com",
"name": "Bill Jones",
"account": 1
}
]
}
Retrieve activity stream¶
GETRetrieve activity stream/v1/activity{?contact}
This endpoint will return all of the activity stream items for the user who has authenticated with their access token.
- contact
The id of the Contact whose stream items you are requesting
- cursor
Use
cursor
to retrieve the next page of stream items. Page-based activity stream pagination is deprecated and will be removed in a later Wealthbox API version.
- stream_items
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- body
The main body of the StreamItem returned as HTML
- linked_to
The document this SteamItem is related to
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- icon
A URL linking to the closet icon for the feed
200
Body
{
"stream_items": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"body": "Spoke with Kevin Anderson on the phone...",
"linked_to": {
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
},
"icon": "https://example.com/icon.png"
}
]
}
Retrieve all contacts¶
GETRetrieve all contacts/v1/contacts{?id}{?contactType}{?email}{?phone}{?type}{?name}{?active}{?householdTitle}{?order}{?tags}{?deleted}
When fetching contacts, results can optionally be filtered by the following parameters. The parameters that can be used are listed below and can be used individually or in any combination.
- id
The ID of the contact that you are searching for
- contactType
The contact_type of the Contact that should be returned from the endpoint
- name
The name that you wish to search for. This field supports partial matches, and searches all of the following name fields: prefix, first name, middle name, last name, suffix, nickname, and full name (for Households, Companies, and Trusts)
- email
The email address you wish to filter the contacts by
- phone
The phone number you wish to filter the contacts by, you may include any delimiters you would like (
-
,(
), they will be stripped on the server before matching- active
Only returns contacts whose active flag match the specified value
- tags
Only returns contacts with one of the specified tags
- deleted
Returns deleted items for this endpoint with attributes for id and deleted_at
- householdTitle
The household title you wish to filter the household title
Choices:
Head
Spouse
Parent
Other Dependent
Child
Sibling
Partner
Grandchild
Grandparent
- type
The type of the Contact that should be returned from the endpoint
Choices:
person
household
organization
trust
- order
The order that the contacts should be returned in
Choices:
asc
desc
recent
created
updated
- contacts
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- prefix
The preferred prefix for the Contact
- first_name
The first name of the Contact
- middle_name
The middle name of the Contact
- last_name
The last name of the Contact
- suffix
The suffix associated with the Contact
- nickname
A preferred shortname for the Contact
- job_title
The title the contact holds at his/her present company
- company_name
The name of the contact’s present company
- twitter_name
The twitter handle of the contact
- linkedin_url
The LinkedIn url for the contact
- background_information
A brief description of the contact in a longer format
- birth_date
The birthdate of the contact
- anniversary
The wedding anniversary of the contact
- client_since
The date when the contact became a client
- date_of_death
The date of death of the contact
- assigned_to
The id of the User who is assigned to this contact
- referred_by
The id of the Contact who referred this Contact to the firm
- type
The type of the Contact being created
Choices:
Person
Household
Organization
Trust
- gender
The gender of the Contact
Choices:
Female
Male
Non-binary
Unknown
- contact_source
The method in which this contact was taken on as new business
Choices:
Referral
Conference
Direct Mail
Cold Call
Other
- contact_type
A string further classifying the Contact
Choices:
Client
Past Client
Prospect
Vendor
Organization
- status
A flag indicating whether or not the contact is currently active
Choices:
Active
Inactive
- marital_status
The marital status of the contact
Choices:
Married
Single
Divorced
Widowed
Life Partner
Separated
Unknown
- attorney
The id of the Contact acting as this Contact’s attorney
- cpa
The id of the Contact acting as this Contact’s accountant
- doctor
The id of the Contact acting as this Contact’s doctor
- insurance
The id of the Contact acting as this Contact’s insurance agent
- business_manager
The id of the Contact acting as this Contact’s business manager
- family_officer
The id of the Contact acting as this Contact’s family officer
- assistant
The id of the Contact acting as this Contact’s assistant
- other
The id of the Contact acting as this Contact’s other
- trusted_contact
The id of the Contact acting as this Contact’s trusted contact
- important_information
A block of text containing any other important info for the Contact
- personal_interests
A block of text containing personal interests for the Contact
- investment_objective
A basic classification of the Contact’s investment objectives
Choices:
Aggressive Growth
Growth
Income
Safety of Principal
- time_horizon
A basic classification of the time horizon for the Contact’s investment goals
Choices:
Short Term
Intermediate
Long Term
- risk_tolerance
A basic classification of the Contact’s risk tolerance
Choices:
Low
Moderate
High Risk
- mutual_fund_experience
Years of experience the contact has in the mutual fund market
- stocks_and_bonds_experience
Years of experience the contact has in the stocks and bonds fund market
- partnerships_experience
Years of experience the contact has in partnerships
- other_investing_experience
Years of experience the contact has in other aspects of the investment world
- gross_annual_income
The Contact’s estimated gross annual income
- assets
The value of all of the Contact’s holdings
- non_liquid_assets
The value of all of the Contact’s holdings that are illiquid
- liabilities
The total value of the Contact’s liabilities
- adjusted_gross_income
The Contact’s annual income adjusted for tax withholdings
- estimated_taxes
The total amount of taxes paid by the Contact during a tax year
- confirmed_by_tax_return
Flag to indicate if the Contact’s adjusted gross income and estimated taxes have been confirmed by their tax return
- tax_year
The year of the tax return that was used to confirm the Contact’s income and tax liability
- tax_bracket
Tax bracket that the Contact sits in according to his last recorded tax return
- birth_place
The city/state where the Contact was born
- maiden_name
The maiden name of the Contact is she has one
- passport_number
The passport number of the Contact
- green_card_number
The green card number of the Contact
- occupation
An object representing critical information about the contact’s occupation
- name
The current occupation of the contact
- start_date
The date when the Contact started his current job
- drivers_license
An object representing the contact’s driver’s license
- number
The ID number for this Contact’s drivers license
- state
The state in which this Contact’s drivers license was issued
- issued_date
The date when the Contact’s driver’s license was last issued
- expires_date
The date when the Contact’s driver’s license is set to expire
- retirement_date
The date when the Contact hope to retire
- signed_fee_agreement_date
The date when the Contact’s fee agreement was signed
- signed_ips_agreement_date
The date when the Contact’s IPS agreement was signed
- signed_fp_agreement_date
The date when the Contact’s FP agreement was signed
- last_adv_offering_date
The date when the Contact’s was last offered ADV
- initial_crs_offering_date
The date when the Contact’s was initially offered CRS
- last_crs_offering_date
The date when the Contact’s was last offered CRS
- last_privacy_offering_date
The date when the Contact last signed their privacy agreement
- company_name
The name of the company the person is employed with
- household
An object representing the contact’s household
- name
The name of the household of which the Contact belongs to
- title
The title the contact holds within his/her own household
Choices:
Head
Spouse
Partner
Child
Grandchild
Parent
Grandparent
Sibling
Other Dependent
- id
The id of the household
- members
A list of all contacts assoicated with this record
- id
The id of the household member
- first_name
The full name of the household member
- last_name
The full name of the household member
- title
The title of the household member
- type
The type of the household member
- image
A expiring URL that links to the headshot for the contact valid for 7 days
- tags
An array of tags that are associated with the contact
- id
The id of the object being returned
- name
The name of the tag in question
- street_addresses
An array of the street addresses associated with the contact
- street_line_1
The top line of the address
- street_line_2
The second line of the address
- city
The city the address is located in
- state
The state the address is located in
- zip_code
The zip code of the address
- country
- Default: United States
The country the address is located in
- principal
A flag to indicate if the address is the primary address for the contact
- kind
The type of the mailing address being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- id
The id of the mailing address
- address
(string) - The top line of the address
- email_addresses
An array of the email addresses associated with the contact
- id
The id of the email address
- address
The address assoicated with the email address
- principal
Flag to indicate if the email address is the principal address of the contact
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- phone_numbers
An array of the phone numbers associated with the contact
- id
The id of the phone number
- address
The number assoicated with the phone number
- principal
A flag indicating whether this number is the primary phone number for the contact
- extension
The number extension
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- websites
An array of the websites associated with the contact
- id
The id of the website
- address
The address assoicated with the email address
- principal
Flag to indicate if the website is principal site of the contact
- kind
The type of the website being created
Choices:
Website
Facebook
Blog
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- contact_roles
An array of contact roles for this contact, with their assigned options
- id
The id of the contact role
- name
The name of the contact role
- value
The id of the assigned option
- assigned_to
The user associated with the option (click
Show child attributes
for more info)- id
The id of the user
- type
The type of object being assigned (User)
- name
The name of the user
200
Body
{
"contacts": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"prefix": "Mr.",
"first_name": "Kevin",
"middle_name": "James",
"last_name": "Anderson",
"suffix": "M.D.",
"nickname": "Kev",
"job_title": "CEO",
"company_name": "Acme Co.",
"twitter_name": "kev.anderson",
"linkedin_url": "linkedin.com/in/kanderson",
"background_information": "Met Kevin at a conference.",
"birth_date": "1975-10-27",
"anniversary": "1998-11-29",
"client_since": "2002-05-21",
"date_of_death": "2018-01-21",
"assigned_to": 1,
"referred_by": 1,
"type": "Person",
"gender": "Female",
"contact_source": "Referral",
"contact_type": "Client",
"status": "Active",
"marital_status": "Married",
"attorney": 1,
"cpa": 1,
"doctor": 1,
"insurance": 1,
"business_manager": 1,
"family_officer": 1,
"assistant": 1,
"other": 1,
"trusted_contact": 1,
"important_information": "Has 3 kids in college",
"personal_interests": "Skiing: Downhill, Traveling",
"investment_objective": "Aggressive Growth",
"time_horizon": "Short Term",
"risk_tolerance": "Low",
"mutual_fund_experience": 3,
"stocks_and_bonds_experience": 2,
"partnerships_experience": 1,
"other_investing_experience": 5,
"gross_annual_income": 100000,
"assets": 250000,
"non_liquid_assets": 50000,
"liabilities": 50000,
"adjusted_gross_income": 75000,
"estimated_taxes": 18000,
"confirmed_by_tax_return": true,
"tax_year": 2015,
"tax_bracket": 10,
"birth_place": "New York, NY",
"maiden_name": "Anderson",
"passport_number": "AB1234CD5689",
"green_card_number": "ZX567HG134",
"occupation": {
"name": "CEO",
"start_date": "2015-11-25"
},
"drivers_license": {
"number": "1111111",
"state": "New York",
"issued_date": "2001-10-27",
"expires_date": "2011-10-27"
},
"retirement_date": "2025-09-30",
"signed_fee_agreement_date": "2013-05-15",
"signed_ips_agreement_date": "2014-03-12",
"signed_fp_agreement_date": "2015-03-12",
"last_adv_offering_date": "2013-09-21",
"initial_crs_offering_date": "2012-09-21",
"last_crs_offering_date": "2013-09-21",
"last_privacy_offering_date": "2011-10-23",
"household": {
"name": "The Anderson's",
"title": "Head",
"id": 1,
"members": [
{
"id": 1,
"first_name": "Kevin",
"last_name": "Anderson",
"title": "Head",
"type": "Person"
}
]
},
"image": "https://app.crmworkspace.com/avatar.png",
"tags": [
{
"id": 1,
"name": "Clients"
}
],
"street_addresses": [
{
"street_line_1": "155 12th Ave.",
"street_line_2": "Apt 3B",
"city": "New York",
"state": "New York",
"zip_code": "10001",
"country": "United States",
"principal": true,
"kind": "Work",
"id": 1,
"address": "155 12th Ave., Apt 3B, New York, New York 10001, United States"
}
],
"email_addresses": [
{
"id": 1,
"address": "kevin.anderson@example.com",
"principal": true,
"kind": "Work"
}
],
"phone_numbers": [
{
"id": 1,
"address": "(555) 555-5555",
"principal": true,
"extension": "77",
"kind": "Work"
}
],
"websites": [
{
"id": 1,
"address": "https://www.example.com",
"principal": true,
"kind": "Website"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"contact_roles": [
{
"id": 1,
"name": "Planning Advisor",
"value": 1,
"assigned_to": {
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
}
]
}
]
}
Create a new contact¶
POSTCreate a new contact/v1/contacts
Create a new Contact.
- prefix
The preferred prefix for the Contact
- first_name
The first name of the Contact
- middle_name
The middle name of the Contact
- last_name
The last name of the Contact
- suffix
The suffix associated with the Contact
- nickname
A preferred shortname for the Contact
- job_title
The title the contact holds at his/her present company
- company_name
The name of the contact’s present company
- twitter_name
The twitter handle of the contact
- linkedin_url
The LinkedIn url for the contact
- background_information
A brief description of the contact in a longer format
- birth_date
The birthdate of the contact
- anniversary
The wedding anniversary of the contact
- client_since
The date when the contact became a client
- date_of_death
The date of death of the contact
- assigned_to
The id of the User who is assigned to this contact
- referred_by
The id of the Contact who referred this Contact to the firm
- type
The type of the Contact being created
Choices:
Person
Household
Organization
Trust
- gender
The gender of the Contact
Choices:
Female
Male
Non-binary
Unknown
- contact_source
The method in which this contact was taken on as new business
Choices:
Referral
Conference
Direct Mail
Cold Call
Other
- contact_type
A string further classifying the Contact
Choices:
Client
Past Client
Prospect
Vendor
Organization
- status
A flag indicating whether or not the contact is currently active
Choices:
Active
Inactive
- marital_status
The marital status of the contact
Choices:
Married
Single
Divorced
Widowed
Life Partner
Separated
Unknown
- attorney
The id of the Contact acting as this Contact’s attorney
- cpa
The id of the Contact acting as this Contact’s accountant
- doctor
The id of the Contact acting as this Contact’s doctor
- insurance
The id of the Contact acting as this Contact’s insurance agent
- business_manager
The id of the Contact acting as this Contact’s business manager
- family_officer
The id of the Contact acting as this Contact’s family officer
- assistant
The id of the Contact acting as this Contact’s assistant
- other
The id of the Contact acting as this Contact’s other
- trusted_contact
The id of the Contact acting as this Contact’s trusted contact
- important_information
A block of text containing any other important info for the Contact
- personal_interests
A block of text containing personal interests for the Contact
- investment_objective
A basic classification of the Contact’s investment objectives
Choices:
Aggressive Growth
Growth
Income
Safety of Principal
- time_horizon
A basic classification of the time horizon for the Contact’s investment goals
Choices:
Short Term
Intermediate
Long Term
- risk_tolerance
A basic classification of the Contact’s risk tolerance
Choices:
Low
Moderate
High Risk
- mutual_fund_experience
Years of experience the contact has in the mutual fund market
- stocks_and_bonds_experience
Years of experience the contact has in the stocks and bonds fund market
- partnerships_experience
Years of experience the contact has in partnerships
- other_investing_experience
Years of experience the contact has in other aspects of the investment world
- gross_annual_income
The Contact’s estimated gross annual income
- assets
The value of all of the Contact’s holdings
- non_liquid_assets
The value of all of the Contact’s holdings that are illiquid
- liabilities
The total value of the Contact’s liabilities
- adjusted_gross_income
The Contact’s annual income adjusted for tax withholdings
- estimated_taxes
The total amount of taxes paid by the Contact during a tax year
- confirmed_by_tax_return
Flag to indicate if the Contact’s adjusted gross income and estimated taxes have been confirmed by their tax return
- tax_year
The year of the tax return that was used to confirm the Contact’s income and tax liability
- tax_bracket
Tax bracket that the Contact sits in according to his last recorded tax return
- birth_place
The city/state where the Contact was born
- maiden_name
The maiden name of the Contact is she has one
- passport_number
The passport number of the Contact
- green_card_number
The green card number of the Contact
- occupation
An object representing critical information about the contact’s occupation
- name
The current occupation of the contact
- start_date
The date when the Contact started his current job
- drivers_license
An object representing the contact’s driver’s license
- number
The ID number for this Contact’s drivers license
- state
The state in which this Contact’s drivers license was issued
- issued_date
The date when the Contact’s driver’s license was last issued
- expires_date
The date when the Contact’s driver’s license is set to expire
- retirement_date
The date when the Contact hope to retire
- signed_fee_agreement_date
The date when the Contact’s fee agreement was signed
- signed_ips_agreement_date
The date when the Contact’s IPS agreement was signed
- signed_fp_agreement_date
The date when the Contact’s FP agreement was signed
- last_adv_offering_date
The date when the Contact’s was last offered ADV
- initial_crs_offering_date
The date when the Contact’s was initially offered CRS
- last_crs_offering_date
The date when the Contact’s was last offered CRS
- last_privacy_offering_date
The date when the Contact last signed their privacy agreement
- company
The name of the company the person is employed with
- household
An object representing the contact’s household
- name
The name of the household of which the Contact belongs to
- title
The title the contact holds within his/her own household
Choices:
Head
Spouse
Partner
Child
Grandchild
Parent
Grandparent
Sibling
Other Dependent
- tags
An array of tags that are associated with the contact
- street_addresses
An array of the street addresses associated with the contact
- street_line_1
The top line of the address
- street_line_2
The second line of the address
- city
The city the address is located in
- state
The state the address is located in
- zip_code
The zip code of the address
- country
- Default: United States
The country the address is located in
- principal
A flag to indicate if the address is the primary address for the contact
- kind
The type of the mailing address being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- destroy
Flag to indicate whether or not to destroy the mailing address being updated
- email_addresses
An array of the email addresses associated with the contact
- address
The address assoicated with the email address
- principal
Flag to indicate if the email address is the principal address of the contact
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- destroy
Flag to indicate whether or not to destroy the email address being updated
- phone_numbers
An array of the phone numbers associated with the contact
- address
The number assoicated with the phone number
- principal
A flag indicating whether this number is the primary phone number for the contact
- extension
The number extension
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- destroy
Flag to indicate whether or not to destroy the phone number being updated
- websites
An array of the websites associated with the contact
- address
The address assoicated with the email address
- principal
Flag to indicate if the website is principal site of the contact
- kind
The type of the website being created
Choices:
Website
Facebook
Blog
- destroy
Flag to indicate whether or not to destroy the website being updated
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- contact_roles
An array of contact roles for this contact, with their assigned options
- id
The id of the contact role
- value
The id of the contact role option you want to assign
- visible_to
The user group which is able to view the resource being created
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- prefix
The preferred prefix for the Contact
- first_name
The first name of the Contact
- middle_name
The middle name of the Contact
- last_name
The last name of the Contact
- suffix
The suffix associated with the Contact
- nickname
A preferred shortname for the Contact
- job_title
The title the contact holds at his/her present company
- company_name
The name of the contact’s present company
- twitter_name
The twitter handle of the contact
- linkedin_url
The LinkedIn url for the contact
- background_information
A brief description of the contact in a longer format
- birth_date
The birthdate of the contact
- anniversary
The wedding anniversary of the contact
- client_since
The date when the contact became a client
- date_of_death
The date of death of the contact
- assigned_to
The id of the User who is assigned to this contact
- referred_by
The id of the Contact who referred this Contact to the firm
- type
The type of the Contact being created
Choices:
Person
Household
Organization
Trust
- gender
The gender of the Contact
Choices:
Female
Male
Non-binary
Unknown
- contact_source
The method in which this contact was taken on as new business
Choices:
Referral
Conference
Direct Mail
Cold Call
Other
- contact_type
A string further classifying the Contact
Choices:
Client
Past Client
Prospect
Vendor
Organization
- status
A flag indicating whether or not the contact is currently active
Choices:
Active
Inactive
- marital_status
The marital status of the contact
Choices:
Married
Single
Divorced
Widowed
Life Partner
Separated
Unknown
- attorney
The id of the Contact acting as this Contact’s attorney
- cpa
The id of the Contact acting as this Contact’s accountant
- doctor
The id of the Contact acting as this Contact’s doctor
- insurance
The id of the Contact acting as this Contact’s insurance agent
- business_manager
The id of the Contact acting as this Contact’s business manager
- family_officer
The id of the Contact acting as this Contact’s family officer
- assistant
The id of the Contact acting as this Contact’s assistant
- other
The id of the Contact acting as this Contact’s other
- trusted_contact
The id of the Contact acting as this Contact’s trusted contact
- important_information
A block of text containing any other important info for the Contact
- personal_interests
A block of text containing personal interests for the Contact
- investment_objective
A basic classification of the Contact’s investment objectives
Choices:
Aggressive Growth
Growth
Income
Safety of Principal
- time_horizon
A basic classification of the time horizon for the Contact’s investment goals
Choices:
Short Term
Intermediate
Long Term
- risk_tolerance
A basic classification of the Contact’s risk tolerance
Choices:
Low
Moderate
High Risk
- mutual_fund_experience
Years of experience the contact has in the mutual fund market
- stocks_and_bonds_experience
Years of experience the contact has in the stocks and bonds fund market
- partnerships_experience
Years of experience the contact has in partnerships
- other_investing_experience
Years of experience the contact has in other aspects of the investment world
- gross_annual_income
The Contact’s estimated gross annual income
- assets
The value of all of the Contact’s holdings
- non_liquid_assets
The value of all of the Contact’s holdings that are illiquid
- liabilities
The total value of the Contact’s liabilities
- adjusted_gross_income
The Contact’s annual income adjusted for tax withholdings
- estimated_taxes
The total amount of taxes paid by the Contact during a tax year
- confirmed_by_tax_return
Flag to indicate if the Contact’s adjusted gross income and estimated taxes have been confirmed by their tax return
- tax_year
The year of the tax return that was used to confirm the Contact’s income and tax liability
- tax_bracket
Tax bracket that the Contact sits in according to his last recorded tax return
- birth_place
The city/state where the Contact was born
- maiden_name
The maiden name of the Contact is she has one
- passport_number
The passport number of the Contact
- green_card_number
The green card number of the Contact
- occupation
An object representing critical information about the contact’s occupation
- name
The current occupation of the contact
- start_date
The date when the Contact started his current job
- drivers_license
An object representing the contact’s driver’s license
- number
The ID number for this Contact’s drivers license
- state
The state in which this Contact’s drivers license was issued
- issued_date
The date when the Contact’s driver’s license was last issued
- expires_date
The date when the Contact’s driver’s license is set to expire
- retirement_date
The date when the Contact hope to retire
- signed_fee_agreement_date
The date when the Contact’s fee agreement was signed
- signed_ips_agreement_date
The date when the Contact’s IPS agreement was signed
- signed_fp_agreement_date
The date when the Contact’s FP agreement was signed
- last_adv_offering_date
The date when the Contact’s was last offered ADV
- initial_crs_offering_date
The date when the Contact’s was initially offered CRS
- last_crs_offering_date
The date when the Contact’s was last offered CRS
- last_privacy_offering_date
The date when the Contact last signed their privacy agreement
- company_name
The name of the company the person is employed with
- household
An object representing the contact’s household
- name
The name of the household of which the Contact belongs to
- title
The title the contact holds within his/her own household
Choices:
Head
Spouse
Partner
Child
Grandchild
Parent
Grandparent
Sibling
Other Dependent
- id
The id of the household
- members
A list of all contacts assoicated with this record
- id
The id of the household member
- first_name
The full name of the household member
- last_name
The full name of the household member
- title
The title of the household member
- type
The type of the household member
- image
A expiring URL that links to the headshot for the contact valid for 7 days
- tags
An array of tags that are associated with the contact
- id
The id of the object being returned
- name
The name of the tag in question
- street_addresses
An array of the street addresses associated with the contact
- street_line_1
The top line of the address
- street_line_2
The second line of the address
- city
The city the address is located in
- state
The state the address is located in
- zip_code
The zip code of the address
- country
- Default: United States
The country the address is located in
- principal
A flag to indicate if the address is the primary address for the contact
- kind
The type of the mailing address being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- id
The id of the mailing address
- address
(string) - The top line of the address
- email_addresses
An array of the email addresses associated with the contact
- id
The id of the email address
- address
The address assoicated with the email address
- principal
Flag to indicate if the email address is the principal address of the contact
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- phone_numbers
An array of the phone numbers associated with the contact
- id
The id of the phone number
- address
The number assoicated with the phone number
- principal
A flag indicating whether this number is the primary phone number for the contact
- extension
The number extension
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- websites
An array of the websites associated with the contact
- id
The id of the website
- address
The address assoicated with the email address
- principal
Flag to indicate if the website is principal site of the contact
- kind
The type of the website being created
Choices:
Website
Facebook
Blog
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- contact_roles
An array of contact roles for this contact, with their assigned options
- id
The id of the contact role
- name
The name of the contact role
- value
The id of the assigned option
- assigned_to
The user associated with the option (click
Show child attributes
for more info)- id
The id of the user
- type
The type of object being assigned (User)
- name
The name of the user
Body
{
"prefix": "Mr.",
"first_name": "Kevin",
"middle_name": "James",
"last_name": "Anderson",
"suffix": "M.D.",
"nickname": "Kev",
"job_title": "CEO",
"company_name": "Acme Tech",
"twitter_name": "kev.anderson",
"linkedin_url": "linkedin.com/in/kanderson",
"background_information": "Met Kevin at a conference.",
"birth_date": "1975-10-27",
"anniversary": "1998-11-29",
"client_since": "2002-05-21",
"date_of_death": "2018-01-21",
"assigned_to": 1,
"referred_by": 1,
"type": "Person",
"gender": "Female",
"contact_source": "Referral",
"contact_type": "Client",
"status": "Active",
"marital_status": "Married",
"attorney": 1,
"cpa": 1,
"doctor": 1,
"insurance": 1,
"business_manager": 1,
"family_officer": 1,
"assistant": 1,
"other": 1,
"trusted_contact": 1,
"important_information": "Has 3 kids in college",
"personal_interests": "Skiing: Downhill, Traveling",
"investment_objective": "Aggressive Growth",
"time_horizon": "Short Term",
"risk_tolerance": "Low",
"mutual_fund_experience": 3,
"stocks_and_bonds_experience": 2,
"partnerships_experience": 1,
"other_investing_experience": 5,
"gross_annual_income": 100000,
"assets": 250000,
"non_liquid_assets": 50000,
"liabilities": 50000,
"adjusted_gross_income": 75000,
"estimated_taxes": 18000,
"confirmed_by_tax_return": true,
"tax_year": 2015,
"tax_bracket": 10,
"birth_place": "New York, NY",
"maiden_name": "Anderson",
"passport_number": "AB1234CD5689",
"green_card_number": "ZX567HG134",
"occupation": {
"name": "CEO",
"start_date": "2015-11-25"
},
"drivers_license": {
"number": "1111111",
"state": "New York",
"issued_date": "2001-10-27",
"expires_date": "2011-10-27"
},
"retirement_date": "2025-09-30",
"signed_fee_agreement_date": "2013-05-15",
"signed_ips_agreement_date": "2014-03-12",
"signed_fp_agreement_date": "2015-03-12",
"last_adv_offering_date": "2013-09-21",
"initial_crs_offering_date": "2012-09-21",
"last_crs_offering_date": "2013-09-21",
"last_privacy_offering_date": "2011-10-23",
"company": "Acme Co.",
"household": {
"name": "The Anderson's",
"title": "Head"
},
"tags": [
"Clients"
],
"street_addresses": [
{
"street_line_1": "155 12th Ave.",
"street_line_2": "Apt 3B",
"city": "New York",
"state": "New York",
"zip_code": "10001",
"country": "United States",
"principal": true,
"kind": "Work",
"destroy": false
}
],
"email_addresses": [
{
"address": "kevin.anderson@example.com",
"principal": true,
"kind": "Work",
"destroy": false
}
],
"phone_numbers": [
{
"address": "(555) 555-5555",
"principal": true,
"extension": "77",
"kind": "Work",
"destroy": false
}
],
"websites": [
{
"address": "https://www.example.com",
"principal": true,
"kind": "Website",
"destroy": false
}
],
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
],
"contact_roles": [
{
"id": 1,
"value": 1
}
],
"visible_to": "Everyone"
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"prefix": "Mr.",
"first_name": "Kevin",
"middle_name": "James",
"last_name": "Anderson",
"suffix": "M.D.",
"nickname": "Kev",
"job_title": "CEO",
"company_name": "Acme Co.",
"twitter_name": "kev.anderson",
"linkedin_url": "linkedin.com/in/kanderson",
"background_information": "Met Kevin at a conference.",
"birth_date": "1975-10-27",
"anniversary": "1998-11-29",
"client_since": "2002-05-21",
"date_of_death": "2018-01-21",
"assigned_to": 1,
"referred_by": 1,
"type": "Person",
"gender": "Female",
"contact_source": "Referral",
"contact_type": "Client",
"status": "Active",
"marital_status": "Married",
"attorney": 1,
"cpa": 1,
"doctor": 1,
"insurance": 1,
"business_manager": 1,
"family_officer": 1,
"assistant": 1,
"other": 1,
"trusted_contact": 1,
"important_information": "Has 3 kids in college",
"personal_interests": "Skiing: Downhill, Traveling",
"investment_objective": "Aggressive Growth",
"time_horizon": "Short Term",
"risk_tolerance": "Low",
"mutual_fund_experience": 3,
"stocks_and_bonds_experience": 2,
"partnerships_experience": 1,
"other_investing_experience": 5,
"gross_annual_income": 100000,
"assets": 250000,
"non_liquid_assets": 50000,
"liabilities": 50000,
"adjusted_gross_income": 75000,
"estimated_taxes": 18000,
"confirmed_by_tax_return": true,
"tax_year": 2015,
"tax_bracket": 10,
"birth_place": "New York, NY",
"maiden_name": "Anderson",
"passport_number": "AB1234CD5689",
"green_card_number": "ZX567HG134",
"occupation": {
"name": "CEO",
"start_date": "2015-11-25"
},
"drivers_license": {
"number": "1111111",
"state": "New York",
"issued_date": "2001-10-27",
"expires_date": "2011-10-27"
},
"retirement_date": "2025-09-30",
"signed_fee_agreement_date": "2013-05-15",
"signed_ips_agreement_date": "2014-03-12",
"signed_fp_agreement_date": "2015-03-12",
"last_adv_offering_date": "2013-09-21",
"initial_crs_offering_date": "2012-09-21",
"last_crs_offering_date": "2013-09-21",
"last_privacy_offering_date": "2011-10-23",
"household": {
"name": "The Anderson's",
"title": "Head",
"id": 1,
"members": [
{
"id": 1,
"first_name": "Kevin",
"last_name": "Anderson",
"title": "Head",
"type": "Person"
}
]
},
"image": "https://app.crmworkspace.com/avatar.png",
"tags": [
{
"id": 1,
"name": "Clients"
}
],
"street_addresses": [
{
"street_line_1": "155 12th Ave.",
"street_line_2": "Apt 3B",
"city": "New York",
"state": "New York",
"zip_code": "10001",
"country": "United States",
"principal": true,
"kind": "Work",
"id": 1,
"address": "155 12th Ave., Apt 3B, New York, New York 10001, United States"
}
],
"email_addresses": [
{
"id": 1,
"address": "kevin.anderson@example.com",
"principal": true,
"kind": "Work"
}
],
"phone_numbers": [
{
"id": 1,
"address": "(555) 555-5555",
"principal": true,
"extension": "77",
"kind": "Work"
}
],
"websites": [
{
"id": 1,
"address": "https://www.example.com",
"principal": true,
"kind": "Website"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"contact_roles": [
{
"id": 1,
"name": "Planning Advisor",
"value": 1,
"assigned_to": {
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
}
]
}
Contact¶
GETFetch an existing contact/v1/contacts/{id}
Retrieve a specific contact using it unique identifier. The contact returned will include the attributes listed below.
- id
The id of the contact to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- prefix
The preferred prefix for the Contact
- first_name
The first name of the Contact
- middle_name
The middle name of the Contact
- last_name
The last name of the Contact
- suffix
The suffix associated with the Contact
- nickname
A preferred shortname for the Contact
- job_title
The title the contact holds at his/her present company
- company_name
The name of the contact’s present company
- twitter_name
The twitter handle of the contact
- linkedin_url
The LinkedIn url for the contact
- background_information
A brief description of the contact in a longer format
- birth_date
The birthdate of the contact
- anniversary
The wedding anniversary of the contact
- client_since
The date when the contact became a client
- date_of_death
The date of death of the contact
- assigned_to
The id of the User who is assigned to this contact
- referred_by
The id of the Contact who referred this Contact to the firm
- type
The type of the Contact being created
Choices:
Person
Household
Organization
Trust
- gender
The gender of the Contact
Choices:
Female
Male
Non-binary
Unknown
- contact_source
The method in which this contact was taken on as new business
Choices:
Referral
Conference
Direct Mail
Cold Call
Other
- contact_type
A string further classifying the Contact
Choices:
Client
Past Client
Prospect
Vendor
Organization
- status
A flag indicating whether or not the contact is currently active
Choices:
Active
Inactive
- marital_status
The marital status of the contact
Choices:
Married
Single
Divorced
Widowed
Life Partner
Separated
Unknown
- attorney
The id of the Contact acting as this Contact’s attorney
- cpa
The id of the Contact acting as this Contact’s accountant
- doctor
The id of the Contact acting as this Contact’s doctor
- insurance
The id of the Contact acting as this Contact’s insurance agent
- business_manager
The id of the Contact acting as this Contact’s business manager
- family_officer
The id of the Contact acting as this Contact’s family officer
- assistant
The id of the Contact acting as this Contact’s assistant
- other
The id of the Contact acting as this Contact’s other
- trusted_contact
The id of the Contact acting as this Contact’s trusted contact
- important_information
A block of text containing any other important info for the Contact
- personal_interests
A block of text containing personal interests for the Contact
- investment_objective
A basic classification of the Contact’s investment objectives
Choices:
Aggressive Growth
Growth
Income
Safety of Principal
- time_horizon
A basic classification of the time horizon for the Contact’s investment goals
Choices:
Short Term
Intermediate
Long Term
- risk_tolerance
A basic classification of the Contact’s risk tolerance
Choices:
Low
Moderate
High Risk
- mutual_fund_experience
Years of experience the contact has in the mutual fund market
- stocks_and_bonds_experience
Years of experience the contact has in the stocks and bonds fund market
- partnerships_experience
Years of experience the contact has in partnerships
- other_investing_experience
Years of experience the contact has in other aspects of the investment world
- gross_annual_income
The Contact’s estimated gross annual income
- assets
The value of all of the Contact’s holdings
- non_liquid_assets
The value of all of the Contact’s holdings that are illiquid
- liabilities
The total value of the Contact’s liabilities
- adjusted_gross_income
The Contact’s annual income adjusted for tax withholdings
- estimated_taxes
The total amount of taxes paid by the Contact during a tax year
- confirmed_by_tax_return
Flag to indicate if the Contact’s adjusted gross income and estimated taxes have been confirmed by their tax return
- tax_year
The year of the tax return that was used to confirm the Contact’s income and tax liability
- tax_bracket
Tax bracket that the Contact sits in according to his last recorded tax return
- birth_place
The city/state where the Contact was born
- maiden_name
The maiden name of the Contact is she has one
- passport_number
The passport number of the Contact
- green_card_number
The green card number of the Contact
- occupation
An object representing critical information about the contact’s occupation
- name
The current occupation of the contact
- start_date
The date when the Contact started his current job
- drivers_license
An object representing the contact’s driver’s license
- number
The ID number for this Contact’s drivers license
- state
The state in which this Contact’s drivers license was issued
- issued_date
The date when the Contact’s driver’s license was last issued
- expires_date
The date when the Contact’s driver’s license is set to expire
- retirement_date
The date when the Contact hope to retire
- signed_fee_agreement_date
The date when the Contact’s fee agreement was signed
- signed_ips_agreement_date
The date when the Contact’s IPS agreement was signed
- signed_fp_agreement_date
The date when the Contact’s FP agreement was signed
- last_adv_offering_date
The date when the Contact’s was last offered ADV
- initial_crs_offering_date
The date when the Contact’s was initially offered CRS
- last_crs_offering_date
The date when the Contact’s was last offered CRS
- last_privacy_offering_date
The date when the Contact last signed their privacy agreement
- company_name
The name of the company the person is employed with
- household
An object representing the contact’s household
- name
The name of the household of which the Contact belongs to
- title
The title the contact holds within his/her own household
Choices:
Head
Spouse
Partner
Child
Grandchild
Parent
Grandparent
Sibling
Other Dependent
- id
The id of the household
- members
A list of all contacts assoicated with this record
- id
The id of the household member
- first_name
The full name of the household member
- last_name
The full name of the household member
- title
The title of the household member
- type
The type of the household member
- image
A expiring URL that links to the headshot for the contact valid for 7 days
- tags
An array of tags that are associated with the contact
- id
The id of the object being returned
- name
The name of the tag in question
- street_addresses
An array of the street addresses associated with the contact
- street_line_1
The top line of the address
- street_line_2
The second line of the address
- city
The city the address is located in
- state
The state the address is located in
- zip_code
The zip code of the address
- country
- Default: United States
The country the address is located in
- principal
A flag to indicate if the address is the primary address for the contact
- kind
The type of the mailing address being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- id
The id of the mailing address
- address
(string) - The top line of the address
- email_addresses
An array of the email addresses associated with the contact
- id
The id of the email address
- address
The address assoicated with the email address
- principal
Flag to indicate if the email address is the principal address of the contact
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- phone_numbers
An array of the phone numbers associated with the contact
- id
The id of the phone number
- address
The number assoicated with the phone number
- principal
A flag indicating whether this number is the primary phone number for the contact
- extension
The number extension
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- websites
An array of the websites associated with the contact
- id
The id of the website
- address
The address assoicated with the email address
- principal
Flag to indicate if the website is principal site of the contact
- kind
The type of the website being created
Choices:
Website
Facebook
Blog
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- contact_roles
An array of contact roles for this contact, with their assigned options
- id
The id of the contact role
- name
The name of the contact role
- value
The id of the assigned option
- assigned_to
The user associated with the option (click
Show child attributes
for more info)- id
The id of the user
- type
The type of object being assigned (User)
- name
The name of the user
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"prefix": "Mr.",
"first_name": "Kevin",
"middle_name": "James",
"last_name": "Anderson",
"suffix": "M.D.",
"nickname": "Kev",
"job_title": "CEO",
"company_name": "Acme Co.",
"twitter_name": "kev.anderson",
"linkedin_url": "linkedin.com/in/kanderson",
"background_information": "Met Kevin at a conference.",
"birth_date": "1975-10-27",
"anniversary": "1998-11-29",
"client_since": "2002-05-21",
"date_of_death": "2018-01-21",
"assigned_to": 1,
"referred_by": 1,
"type": "Person",
"gender": "Female",
"contact_source": "Referral",
"contact_type": "Client",
"status": "Active",
"marital_status": "Married",
"attorney": 1,
"cpa": 1,
"doctor": 1,
"insurance": 1,
"business_manager": 1,
"family_officer": 1,
"assistant": 1,
"other": 1,
"trusted_contact": 1,
"important_information": "Has 3 kids in college",
"personal_interests": "Skiing: Downhill, Traveling",
"investment_objective": "Aggressive Growth",
"time_horizon": "Short Term",
"risk_tolerance": "Low",
"mutual_fund_experience": 3,
"stocks_and_bonds_experience": 2,
"partnerships_experience": 1,
"other_investing_experience": 5,
"gross_annual_income": 100000,
"assets": 250000,
"non_liquid_assets": 50000,
"liabilities": 50000,
"adjusted_gross_income": 75000,
"estimated_taxes": 18000,
"confirmed_by_tax_return": true,
"tax_year": 2015,
"tax_bracket": 10,
"birth_place": "New York, NY",
"maiden_name": "Anderson",
"passport_number": "AB1234CD5689",
"green_card_number": "ZX567HG134",
"occupation": {
"name": "CEO",
"start_date": "2015-11-25"
},
"drivers_license": {
"number": "1111111",
"state": "New York",
"issued_date": "2001-10-27",
"expires_date": "2011-10-27"
},
"retirement_date": "2025-09-30",
"signed_fee_agreement_date": "2013-05-15",
"signed_ips_agreement_date": "2014-03-12",
"signed_fp_agreement_date": "2015-03-12",
"last_adv_offering_date": "2013-09-21",
"initial_crs_offering_date": "2012-09-21",
"last_crs_offering_date": "2013-09-21",
"last_privacy_offering_date": "2011-10-23",
"household": {
"name": "The Anderson's",
"title": "Head",
"id": 1,
"members": [
{
"id": 1,
"first_name": "Kevin",
"last_name": "Anderson",
"title": "Head",
"type": "Person"
}
]
},
"image": "https://app.crmworkspace.com/avatar.png",
"tags": [
{
"id": 1,
"name": "Clients"
}
],
"street_addresses": [
{
"street_line_1": "155 12th Ave.",
"street_line_2": "Apt 3B",
"city": "New York",
"state": "New York",
"zip_code": "10001",
"country": "United States",
"principal": true,
"kind": "Work",
"id": 1,
"address": "155 12th Ave., Apt 3B, New York, New York 10001, United States"
}
],
"email_addresses": [
{
"id": 1,
"address": "kevin.anderson@example.com",
"principal": true,
"kind": "Work"
}
],
"phone_numbers": [
{
"id": 1,
"address": "(555) 555-5555",
"principal": true,
"extension": "77",
"kind": "Work"
}
],
"websites": [
{
"id": 1,
"address": "https://www.example.com",
"principal": true,
"kind": "Website"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"contact_roles": [
{
"id": 1,
"name": "Planning Advisor",
"value": 1,
"assigned_to": {
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
}
]
}
PUTUpdate an existing contact/v1/contacts/{id}
Update a specific contact using it unique identifier. Any of the attributes that are returned by GET /v1/contacts/{id}
may be updated using this request. All fields are optional; any fields not included in the request will not be updated. The contact returned will include all of the attributes for GET /v1/contacts/{id}
, with the updated values of the attributes in the request.
- id
The id of the contact to be updated
- nickname
A preferred shortname for the Contact
- company_name
Updating this field will create a new Organization contact with the given name if one does not exist, or it will link an existing one to the contact.
- contact_roles
Store the contact role and a selected option
- id
The id of the contact role
- value
The id of the contact role option you want to assign
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- prefix
The preferred prefix for the Contact
- first_name
The first name of the Contact
- middle_name
The middle name of the Contact
- last_name
The last name of the Contact
- suffix
The suffix associated with the Contact
- nickname
A preferred shortname for the Contact
- job_title
The title the contact holds at his/her present company
- company_name
The name of the contact’s present company
- twitter_name
The twitter handle of the contact
- linkedin_url
The LinkedIn url for the contact
- background_information
A brief description of the contact in a longer format
- birth_date
The birthdate of the contact
- anniversary
The wedding anniversary of the contact
- client_since
The date when the contact became a client
- date_of_death
The date of death of the contact
- assigned_to
The id of the User who is assigned to this contact
- referred_by
The id of the Contact who referred this Contact to the firm
- type
The type of the Contact being created
Choices:
Person
Household
Organization
Trust
- gender
The gender of the Contact
Choices:
Female
Male
Non-binary
Unknown
- contact_source
The method in which this contact was taken on as new business
Choices:
Referral
Conference
Direct Mail
Cold Call
Other
- contact_type
A string further classifying the Contact
Choices:
Client
Past Client
Prospect
Vendor
Organization
- status
A flag indicating whether or not the contact is currently active
Choices:
Active
Inactive
- marital_status
The marital status of the contact
Choices:
Married
Single
Divorced
Widowed
Life Partner
Separated
Unknown
- attorney
The id of the Contact acting as this Contact’s attorney
- cpa
The id of the Contact acting as this Contact’s accountant
- doctor
The id of the Contact acting as this Contact’s doctor
- insurance
The id of the Contact acting as this Contact’s insurance agent
- business_manager
The id of the Contact acting as this Contact’s business manager
- family_officer
The id of the Contact acting as this Contact’s family officer
- assistant
The id of the Contact acting as this Contact’s assistant
- other
The id of the Contact acting as this Contact’s other
- trusted_contact
The id of the Contact acting as this Contact’s trusted contact
- important_information
A block of text containing any other important info for the Contact
- personal_interests
A block of text containing personal interests for the Contact
- investment_objective
A basic classification of the Contact’s investment objectives
Choices:
Aggressive Growth
Growth
Income
Safety of Principal
- time_horizon
A basic classification of the time horizon for the Contact’s investment goals
Choices:
Short Term
Intermediate
Long Term
- risk_tolerance
A basic classification of the Contact’s risk tolerance
Choices:
Low
Moderate
High Risk
- mutual_fund_experience
Years of experience the contact has in the mutual fund market
- stocks_and_bonds_experience
Years of experience the contact has in the stocks and bonds fund market
- partnerships_experience
Years of experience the contact has in partnerships
- other_investing_experience
Years of experience the contact has in other aspects of the investment world
- gross_annual_income
The Contact’s estimated gross annual income
- assets
The value of all of the Contact’s holdings
- non_liquid_assets
The value of all of the Contact’s holdings that are illiquid
- liabilities
The total value of the Contact’s liabilities
- adjusted_gross_income
The Contact’s annual income adjusted for tax withholdings
- estimated_taxes
The total amount of taxes paid by the Contact during a tax year
- confirmed_by_tax_return
Flag to indicate if the Contact’s adjusted gross income and estimated taxes have been confirmed by their tax return
- tax_year
The year of the tax return that was used to confirm the Contact’s income and tax liability
- tax_bracket
Tax bracket that the Contact sits in according to his last recorded tax return
- birth_place
The city/state where the Contact was born
- maiden_name
The maiden name of the Contact is she has one
- passport_number
The passport number of the Contact
- green_card_number
The green card number of the Contact
- occupation
An object representing critical information about the contact’s occupation
- name
The current occupation of the contact
- start_date
The date when the Contact started his current job
- drivers_license
An object representing the contact’s driver’s license
- number
The ID number for this Contact’s drivers license
- state
The state in which this Contact’s drivers license was issued
- issued_date
The date when the Contact’s driver’s license was last issued
- expires_date
The date when the Contact’s driver’s license is set to expire
- retirement_date
The date when the Contact hope to retire
- signed_fee_agreement_date
The date when the Contact’s fee agreement was signed
- signed_ips_agreement_date
The date when the Contact’s IPS agreement was signed
- signed_fp_agreement_date
The date when the Contact’s FP agreement was signed
- last_adv_offering_date
The date when the Contact’s was last offered ADV
- initial_crs_offering_date
The date when the Contact’s was initially offered CRS
- last_crs_offering_date
The date when the Contact’s was last offered CRS
- last_privacy_offering_date
The date when the Contact last signed their privacy agreement
- company_name
The name of the company the person is employed with
- household
An object representing the contact’s household
- name
The name of the household of which the Contact belongs to
- title
The title the contact holds within his/her own household
Choices:
Head
Spouse
Partner
Child
Grandchild
Parent
Grandparent
Sibling
Other Dependent
- id
The id of the household
- members
A list of all contacts assoicated with this record
- id
The id of the household member
- first_name
The full name of the household member
- last_name
The full name of the household member
- title
The title of the household member
- type
The type of the household member
- image
A expiring URL that links to the headshot for the contact valid for 7 days
- tags
An array of tags that are associated with the contact
- id
The id of the object being returned
- name
The name of the tag in question
- street_addresses
An array of the street addresses associated with the contact
- street_line_1
The top line of the address
- street_line_2
The second line of the address
- city
The city the address is located in
- state
The state the address is located in
- zip_code
The zip code of the address
- country
- Default: United States
The country the address is located in
- principal
A flag to indicate if the address is the primary address for the contact
- kind
The type of the mailing address being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- id
The id of the mailing address
- address
(string) - The top line of the address
- email_addresses
An array of the email addresses associated with the contact
- id
The id of the email address
- address
The address assoicated with the email address
- principal
Flag to indicate if the email address is the principal address of the contact
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- phone_numbers
An array of the phone numbers associated with the contact
- id
The id of the phone number
- address
The number assoicated with the phone number
- principal
A flag indicating whether this number is the primary phone number for the contact
- extension
The number extension
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- websites
An array of the websites associated with the contact
- id
The id of the website
- address
The address assoicated with the email address
- principal
Flag to indicate if the website is principal site of the contact
- kind
The type of the website being created
Choices:
Website
Facebook
Blog
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- contact_roles
An array of contact roles for this contact, with their assigned options
- id
The id of the contact role
- name
The name of the contact role
- value
The id of the assigned option
- assigned_to
The user associated with the option (click
Show child attributes
for more info)- id
The id of the user
- type
The type of object being assigned (User)
- name
The name of the user
Body
{
"nickname": "Kev",
"company_name": "Acme Co.",
"contact_roles": [
{
"id": 1,
"value": 1
}
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"prefix": "Mr.",
"first_name": "Kevin",
"middle_name": "James",
"last_name": "Anderson",
"suffix": "M.D.",
"nickname": "Kev",
"job_title": "CEO",
"company_name": "Acme Co.",
"twitter_name": "kev.anderson",
"linkedin_url": "linkedin.com/in/kanderson",
"background_information": "Met Kevin at a conference.",
"birth_date": "1975-10-27",
"anniversary": "1998-11-29",
"client_since": "2002-05-21",
"date_of_death": "2018-01-21",
"assigned_to": 1,
"referred_by": 1,
"type": "Person",
"gender": "Female",
"contact_source": "Referral",
"contact_type": "Client",
"status": "Active",
"marital_status": "Married",
"attorney": 1,
"cpa": 1,
"doctor": 1,
"insurance": 1,
"business_manager": 1,
"family_officer": 1,
"assistant": 1,
"other": 1,
"trusted_contact": 1,
"important_information": "Has 3 kids in college",
"personal_interests": "Skiing: Downhill, Traveling",
"investment_objective": "Aggressive Growth",
"time_horizon": "Short Term",
"risk_tolerance": "Low",
"mutual_fund_experience": 3,
"stocks_and_bonds_experience": 2,
"partnerships_experience": 1,
"other_investing_experience": 5,
"gross_annual_income": 100000,
"assets": 250000,
"non_liquid_assets": 50000,
"liabilities": 50000,
"adjusted_gross_income": 75000,
"estimated_taxes": 18000,
"confirmed_by_tax_return": true,
"tax_year": 2015,
"tax_bracket": 10,
"birth_place": "New York, NY",
"maiden_name": "Anderson",
"passport_number": "AB1234CD5689",
"green_card_number": "ZX567HG134",
"occupation": {
"name": "CEO",
"start_date": "2015-11-25"
},
"drivers_license": {
"number": "1111111",
"state": "New York",
"issued_date": "2001-10-27",
"expires_date": "2011-10-27"
},
"retirement_date": "2025-09-30",
"signed_fee_agreement_date": "2013-05-15",
"signed_ips_agreement_date": "2014-03-12",
"signed_fp_agreement_date": "2015-03-12",
"last_adv_offering_date": "2013-09-21",
"initial_crs_offering_date": "2012-09-21",
"last_crs_offering_date": "2013-09-21",
"last_privacy_offering_date": "2011-10-23",
"household": {
"name": "The Anderson's",
"title": "Head",
"id": 1,
"members": [
{
"id": 1,
"first_name": "Kevin",
"last_name": "Anderson",
"title": "Head",
"type": "Person"
}
]
},
"image": "https://app.crmworkspace.com/avatar.png",
"tags": [
{
"id": 1,
"name": "Clients"
}
],
"street_addresses": [
{
"street_line_1": "155 12th Ave.",
"street_line_2": "Apt 3B",
"city": "New York",
"state": "New York",
"zip_code": "10001",
"country": "United States",
"principal": true,
"kind": "Work",
"id": 1,
"address": "155 12th Ave., Apt 3B, New York, New York 10001, United States"
}
],
"email_addresses": [
{
"id": 1,
"address": "kevin.anderson@example.com",
"principal": true,
"kind": "Work"
}
],
"phone_numbers": [
{
"id": 1,
"address": "(555) 555-5555",
"principal": true,
"extension": "77",
"kind": "Work"
}
],
"websites": [
{
"id": 1,
"address": "https://www.example.com",
"principal": true,
"kind": "Website"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"contact_roles": [
{
"id": 1,
"name": "Planning Advisor",
"value": 1,
"assigned_to": {
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
}
]
}
DELETEDelete an existing contact/v1/contacts/{id}
Delete a specific contact using it unique identifier.
- id
The id of the contact to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- prefix
The preferred prefix for the Contact
- first_name
The first name of the Contact
- middle_name
The middle name of the Contact
- last_name
The last name of the Contact
- suffix
The suffix associated with the Contact
- nickname
A preferred shortname for the Contact
- job_title
The title the contact holds at his/her present company
- company_name
The name of the contact’s present company
- twitter_name
The twitter handle of the contact
- linkedin_url
The LinkedIn url for the contact
- background_information
A brief description of the contact in a longer format
- birth_date
The birthdate of the contact
- anniversary
The wedding anniversary of the contact
- client_since
The date when the contact became a client
- date_of_death
The date of death of the contact
- assigned_to
The id of the User who is assigned to this contact
- referred_by
The id of the Contact who referred this Contact to the firm
- type
The type of the Contact being created
Choices:
Person
Household
Organization
Trust
- gender
The gender of the Contact
Choices:
Female
Male
Non-binary
Unknown
- contact_source
The method in which this contact was taken on as new business
Choices:
Referral
Conference
Direct Mail
Cold Call
Other
- contact_type
A string further classifying the Contact
Choices:
Client
Past Client
Prospect
Vendor
Organization
- status
A flag indicating whether or not the contact is currently active
Choices:
Active
Inactive
- marital_status
The marital status of the contact
Choices:
Married
Single
Divorced
Widowed
Life Partner
Separated
Unknown
- attorney
The id of the Contact acting as this Contact’s attorney
- cpa
The id of the Contact acting as this Contact’s accountant
- doctor
The id of the Contact acting as this Contact’s doctor
- insurance
The id of the Contact acting as this Contact’s insurance agent
- business_manager
The id of the Contact acting as this Contact’s business manager
- family_officer
The id of the Contact acting as this Contact’s family officer
- assistant
The id of the Contact acting as this Contact’s assistant
- other
The id of the Contact acting as this Contact’s other
- trusted_contact
The id of the Contact acting as this Contact’s trusted contact
- important_information
A block of text containing any other important info for the Contact
- personal_interests
A block of text containing personal interests for the Contact
- investment_objective
A basic classification of the Contact’s investment objectives
Choices:
Aggressive Growth
Growth
Income
Safety of Principal
- time_horizon
A basic classification of the time horizon for the Contact’s investment goals
Choices:
Short Term
Intermediate
Long Term
- risk_tolerance
A basic classification of the Contact’s risk tolerance
Choices:
Low
Moderate
High Risk
- mutual_fund_experience
Years of experience the contact has in the mutual fund market
- stocks_and_bonds_experience
Years of experience the contact has in the stocks and bonds fund market
- partnerships_experience
Years of experience the contact has in partnerships
- other_investing_experience
Years of experience the contact has in other aspects of the investment world
- gross_annual_income
The Contact’s estimated gross annual income
- assets
The value of all of the Contact’s holdings
- non_liquid_assets
The value of all of the Contact’s holdings that are illiquid
- liabilities
The total value of the Contact’s liabilities
- adjusted_gross_income
The Contact’s annual income adjusted for tax withholdings
- estimated_taxes
The total amount of taxes paid by the Contact during a tax year
- confirmed_by_tax_return
Flag to indicate if the Contact’s adjusted gross income and estimated taxes have been confirmed by their tax return
- tax_year
The year of the tax return that was used to confirm the Contact’s income and tax liability
- tax_bracket
Tax bracket that the Contact sits in according to his last recorded tax return
- birth_place
The city/state where the Contact was born
- maiden_name
The maiden name of the Contact is she has one
- passport_number
The passport number of the Contact
- green_card_number
The green card number of the Contact
- occupation
An object representing critical information about the contact’s occupation
- name
The current occupation of the contact
- start_date
The date when the Contact started his current job
- drivers_license
An object representing the contact’s driver’s license
- number
The ID number for this Contact’s drivers license
- state
The state in which this Contact’s drivers license was issued
- issued_date
The date when the Contact’s driver’s license was last issued
- expires_date
The date when the Contact’s driver’s license is set to expire
- retirement_date
The date when the Contact hope to retire
- signed_fee_agreement_date
The date when the Contact’s fee agreement was signed
- signed_ips_agreement_date
The date when the Contact’s IPS agreement was signed
- signed_fp_agreement_date
The date when the Contact’s FP agreement was signed
- last_adv_offering_date
The date when the Contact’s was last offered ADV
- initial_crs_offering_date
The date when the Contact’s was initially offered CRS
- last_crs_offering_date
The date when the Contact’s was last offered CRS
- last_privacy_offering_date
The date when the Contact last signed their privacy agreement
- company_name
The name of the company the person is employed with
- household
An object representing the contact’s household
- name
The name of the household of which the Contact belongs to
- title
The title the contact holds within his/her own household
Choices:
Head
Spouse
Partner
Child
Grandchild
Parent
Grandparent
Sibling
Other Dependent
- id
The id of the household
- members
A list of all contacts assoicated with this record
- id
The id of the household member
- first_name
The full name of the household member
- last_name
The full name of the household member
- title
The title of the household member
- type
The type of the household member
- image
A expiring URL that links to the headshot for the contact valid for 7 days
- tags
An array of tags that are associated with the contact
- id
The id of the object being returned
- name
The name of the tag in question
- street_addresses
An array of the street addresses associated with the contact
- street_line_1
The top line of the address
- street_line_2
The second line of the address
- city
The city the address is located in
- state
The state the address is located in
- zip_code
The zip code of the address
- country
- Default: United States
The country the address is located in
- principal
A flag to indicate if the address is the primary address for the contact
- kind
The type of the mailing address being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- id
The id of the mailing address
- address
(string) - The top line of the address
- email_addresses
An array of the email addresses associated with the contact
- id
The id of the email address
- address
The address assoicated with the email address
- principal
Flag to indicate if the email address is the principal address of the contact
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- phone_numbers
An array of the phone numbers associated with the contact
- id
The id of the phone number
- address
The number assoicated with the phone number
- principal
A flag indicating whether this number is the primary phone number for the contact
- extension
The number extension
- kind
The type of the phone number being created
Choices:
Work
Home
Mobile
Vacation
Fax
Other
- websites
An array of the websites associated with the contact
- id
The id of the website
- address
The address assoicated with the email address
- principal
Flag to indicate if the website is principal site of the contact
- kind
The type of the website being created
Choices:
Website
Facebook
Blog
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- contact_roles
An array of contact roles for this contact, with their assigned options
- id
The id of the contact role
- name
The name of the contact role
- value
The id of the assigned option
- assigned_to
The user associated with the option (click
Show child attributes
for more info)- id
The id of the user
- type
The type of object being assigned (User)
- name
The name of the user
- birth_date
The birthdate of the contact
- anniversary
The wedding anniversary of the contact
- client_since
The date when the contact became a client
- date_of_death
The date of the contact’s passing
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"prefix": "Mr.",
"first_name": "Kevin",
"middle_name": "James",
"last_name": "Anderson",
"suffix": "M.D.",
"nickname": "Kev",
"job_title": "CEO",
"company_name": "Acme Co.",
"twitter_name": "kev.anderson",
"linkedin_url": "linkedin.com/in/kanderson",
"background_information": "Met Kevin at a conference.",
"birth_date": "1975-10-27",
"anniversary": "1998-11-29",
"client_since": "2002-05-21",
"date_of_death": "2018-01-21",
"assigned_to": 1,
"referred_by": 1,
"type": "Person",
"gender": "Female",
"contact_source": "Referral",
"contact_type": "Client",
"status": "Active",
"marital_status": "Married",
"attorney": 1,
"cpa": 1,
"doctor": 1,
"insurance": 1,
"business_manager": 1,
"family_officer": 1,
"assistant": 1,
"other": 1,
"trusted_contact": 1,
"important_information": "Has 3 kids in college",
"personal_interests": "Skiing: Downhill, Traveling",
"investment_objective": "Aggressive Growth",
"time_horizon": "Short Term",
"risk_tolerance": "Low",
"mutual_fund_experience": 3,
"stocks_and_bonds_experience": 2,
"partnerships_experience": 1,
"other_investing_experience": 5,
"gross_annual_income": 100000,
"assets": 250000,
"non_liquid_assets": 50000,
"liabilities": 50000,
"adjusted_gross_income": 75000,
"estimated_taxes": 18000,
"confirmed_by_tax_return": true,
"tax_year": 2015,
"tax_bracket": 10,
"birth_place": "New York, NY",
"maiden_name": "Anderson",
"passport_number": "AB1234CD5689",
"green_card_number": "ZX567HG134",
"occupation": {
"name": "CEO",
"start_date": "2015-11-25"
},
"drivers_license": {
"number": "1111111",
"state": "New York",
"issued_date": "2001-10-27",
"expires_date": "2011-10-27"
},
"retirement_date": "2025-09-30",
"signed_fee_agreement_date": "2013-05-15",
"signed_ips_agreement_date": "2014-03-12",
"signed_fp_agreement_date": "2015-03-12",
"last_adv_offering_date": "2013-09-21",
"initial_crs_offering_date": "2012-09-21",
"last_crs_offering_date": "2013-09-21",
"last_privacy_offering_date": "2011-10-23",
"household": {
"name": "The Anderson's",
"title": "Head",
"id": 1,
"members": [
{
"id": 1,
"first_name": "Kevin",
"last_name": "Anderson",
"title": "Head",
"type": "Person"
}
]
},
"image": "https://app.crmworkspace.com/avatar.png",
"tags": [
{
"id": 1,
"name": "Clients"
}
],
"street_addresses": [
{
"street_line_1": "155 12th Ave.",
"street_line_2": "Apt 3B",
"city": "New York",
"state": "New York",
"zip_code": "10001",
"country": "United States",
"principal": true,
"kind": "Work",
"id": 1,
"address": "155 12th Ave., Apt 3B, New York, New York 10001, United States"
}
],
"email_addresses": [
{
"id": 1,
"address": "kevin.anderson@example.com",
"principal": true,
"kind": "Work"
}
],
"phone_numbers": [
{
"id": 1,
"address": "(555) 555-5555",
"principal": true,
"extension": "77",
"kind": "Work"
}
],
"websites": [
{
"id": 1,
"address": "https://www.example.com",
"principal": true,
"kind": "Website"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"contact_roles": [
{
"id": 1,
"name": "Planning Advisor",
"value": 1,
"assigned_to": {
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
}
]
}
Collection¶
GETRetrieve all tasks/v1/tasks{?resource_id}{?resource_type}{?assigned_to}{?assigned_to_team}{?created_by}{?completed}
This endpoint will fetch all of the tasks that are accessible by the user. This way the user can not access any tasks they don’t have access to.
- resource_id
The id of the resource being searched for
- resource_type
The type of resource being searched for
- assigned_to
The id of the User which the task is assigned to
- assigned_to_team
The id of the Team which the task is assigned to
- created_by
The id of the User who created the task
- completed
Return completed tasks as well
- tasks
200
Body
{
"tasks": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"frame": "today",
"repeats": true,
"completer": 1,
"description": "Follow up from message...",
"description_html": "<div>Follow up from message...</div>",
"assigned_to": 1
},
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"frame": "today",
"repeats": true,
"completer": 1,
"description": "Follow up from message...",
"description_html": "<div>Follow up from message...</div>",
"assigned_to_team": 10
}
]
}
POSTCreate a new task and assign it to a user/v1/tasks
Create a new task and assign it to a user.
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- assigned_to
The id of the user who the task is assigned to
- description
A short explaination of the task being returned as plain text or html
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- frame
String to indicate the task’s frame
- repeats
Flag to indicate whether or not the task repeats
- completer
The id of the user who completed the task
- description
A short explaination of the task being returned as plain text
- description_html
A short explaination of the task being returned as html
- assigned_to
The id of the user who the task is assigned to
Body
{
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
],
"assigned_to": 1,
"description": "Follow up from message..."
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"frame": "today",
"repeats": true,
"completer": 1,
"description": "Follow up from message...",
"description_html": "<div>Follow up from message...</div>",
"assigned_to": 1
}
POSTCreate a new task and assign it to a team/v1/tasks
Create a new task and assign it to a team.
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- assigned_to_team
The id of the team which the task is assigned to
- description
A short explaination of the task being returned as plain text or html
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- frame
String to indicate the task’s frame
- repeats
Flag to indicate whether or not the task repeats
- completer
The id of the user who completed the task
- description
A short explaination of the task being returned as plain text
- description_html
A short explaination of the task being returned as html
- assigned_to_team
The id of the team which the task is assigned to
Body
{
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
],
"assigned_to_team": 10,
"description": "Follow up from message..."
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"frame": "today",
"repeats": true,
"completer": 1,
"description": "Follow up from message...",
"description_html": "<div>Follow up from message...</div>",
"assigned_to_team": 10
}
Task¶
GETFetch an existing task/v1/tasks/{id}
Retrieve a specific task using its unique identifier. The task returned will include the attributes listed below.
- id
The id of the task to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- frame
String to indicate the task’s frame
- repeats
Flag to indicate whether or not the task repeats
- completer
The id of the user who completed the task
- description
A short explaination of the task being returned as plain text
- description_html
A short explaination of the task being returned as html
- assigned_to
The id of the user who the task is assigned to
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"frame": "today",
"repeats": true,
"completer": 1,
"description": "Follow up from message...",
"description_html": "<div>Follow up from message...</div>",
"assigned_to": 1
}
PUTUpdate an existing task and assign it to a user/v1/tasks/{id}
Update an existing task and assign it to a user with some new properties, these properties will be saved to the database and the new task will be returned.
- id
The id of the task to be updated
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- assigned_to
The id of the user who the task is assigned to
- description
A short explaination of the task being returned as plain text or html
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- frame
String to indicate the task’s frame
- repeats
Flag to indicate whether or not the task repeats
- completer
The id of the user who completed the task
- description
A short explaination of the task being returned as plain text
- description_html
A short explaination of the task being returned as html
- assigned_to
The id of the user who the task is assigned to
Body
{
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
],
"assigned_to": 1,
"description": "Follow up from message..."
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"frame": "today",
"repeats": true,
"completer": 1,
"description": "Follow up from message...",
"description_html": "<div>Follow up from message...</div>",
"assigned_to": 1
}
PUTUpdate an existing task and assign it to a team/v1/tasks/{id}
Update an existing task and assign it to a team with some new properties, these properties will be saved to the database and the new task will be returned.
- id
The id of the task to be updated
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- assigned_to_team
The id of the team which the task is assigned to
- description
A short explaination of the task being returned as plain text or html
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- frame
String to indicate the task’s frame
- repeats
Flag to indicate whether or not the task repeats
- completer
The id of the user who completed the task
- description
A short explaination of the task being returned as plain text
- description_html
A short explaination of the task being returned as html
- assigned_to_team
The id of the team which the task is assigned to
Body
{
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
],
"assigned_to_team": 10,
"description": "Follow up from message..."
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"frame": "today",
"repeats": true,
"completer": 1,
"description": "Follow up from message...",
"description_html": "<div>Follow up from message...</div>",
"assigned_to_team": 10
}
DELETEDelete task/v1/tasks/{id}
Delete an existing task from your account (workspace). This task will not be available to you going forward in the future.
- id
The id of the task to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the task being returned
- due_date
The time at which the task is due
- complete
Flag to indicate whether or not the task is complete
- category
The category the task will belong to
- linked_to
An array of resources that are linked to this task. Supported resource types: Contacts, projects, and opportunities.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- priority
String to indicate the priority of the task you are creating
Choices:
Low
Medium
High
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- frame
String to indicate the task’s frame
- repeats
Flag to indicate whether or not the task repeats
- completer
The id of the user who completed the task
- description
A short explaination of the task being returned as plain text
- description_html
A short explaination of the task being returned as html
- assigned_to
The id of the user who the task is assigned to
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Return Bill's call",
"due_date": "2015-05-24 11:00 AM -0400",
"complete": true,
"category": 1,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"priority": "Low",
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
],
"frame": "today",
"repeats": true,
"completer": 1,
"description": "Follow up from message...",
"description_html": "<div>Follow up from message...</div>",
"assigned_to": 1
}
Collection¶
GETRetrieve all workflows/v1/workflows{?resource_id}{?resource_type}{?status}
This endpoint will fetch all of the workflows that are accessible by the user. This way the user can not access any workflows they don’t have access to.
- resource_id
The id of the resource being searched for
- resource_type
The type of resource being searched for
- status
Only returns workflows whose status match the specified value
Choices:
active
completed
scheduled
- workflows
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- label
A short name for the Workflow
- linked_to
An object that is linked to this Workflow
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- workflow_template
The workflow template related to the specified workflow
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the WorkflowTemplate
- sequential
Flag to determine if the workflow steps in this template must be completed in order of their position
- description
A short description of the WorkflowTemplate as plain text
- description_html
A short description of the WorkflowTemplate as html
- shared
Flag to determine if this WorkflowTemplate is shared amongst all accounts (workspaces) in the subscription
- ready
Flag to determine if this WorkflowTemplate is ready to spawn new Workflows
- workflow_milestones
An array of all workflow milestones related to this WorkflowTemplate
- id
The id of the object being returned
- name
The name of the milestone
- workflow_steps
An array of all workflow steps related to this WorkflowTemplate
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- kind
A string to classify the template
Choices:
Contact
Project
Opportunity
- visible_to
The user group which is able to view the resource being created
- workflow_steps
An array of all workflow steps related to this Workflow
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- workflow_milestones
An array of all workflow milestones related to this Workflow
- id
The id of the object being returned
- name
The name of the milestone
- milestone_date
The date and time this milestone occurs
- starts_at
When the workflow is set to start
- started_at
When the workflow was started
200
Body
{
"workflows": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"label": "Onboard a new client to the firm",
"linked_to": {
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
},
"visible_to": "Everyone",
"workflow_template": {
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "New Client Onboarding Process",
"sequential": true,
"description": "Onboarding workflow for our clients...",
"description_html": "<div>Onboarding workflow for our clients...</div>",
"shared": true,
"ready": true,
"workflow_milestones": [
{
"id": "abcdef",
"name": "Onboarding"
}
],
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"kind": "Contact",
"visible_to": "Everyone"
},
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"workflow_milestones": [
{
"id": 1,
"name": "Onboarding",
"milestone_date": "2015-05-24 10:00 AM -0400"
}
],
"starts_at": "2019-02-25 03:00 PM -0400",
"started_at": "2019-02-25 03:00 PM -0400"
}
]
}
POSTCreate a new workflow/v1/workflows
Create a new Workflow.
- label
A short name for the Workflow
- linked_to
An object that is linked to this Workflow
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- workflow_template
The id of the workflow template this workflow is based on
- starts_at
The date (time is optional) you want the workflow to start
- workflow_milestones
An array of all workflow milestones needed for the provided workflow template
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- label
A short name for the Workflow
- linked_to
An object that is linked to this Workflow
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- workflow_template
The workflow template related to the specified workflow
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the WorkflowTemplate
- sequential
Flag to determine if the workflow steps in this template must be completed in order of their position
- description
A short description of the WorkflowTemplate as plain text
- description_html
A short description of the WorkflowTemplate as html
- shared
Flag to determine if this WorkflowTemplate is shared amongst all accounts (workspaces) in the subscription
- ready
Flag to determine if this WorkflowTemplate is ready to spawn new Workflows
- workflow_milestones
An array of all workflow milestones related to this WorkflowTemplate
- id
The id of the object being returned
- name
The name of the milestone
- workflow_steps
An array of all workflow steps related to this WorkflowTemplate
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- kind
A string to classify the template
Choices:
Contact
Project
Opportunity
- visible_to
The user group which is able to view the resource being created
- workflow_steps
An array of all workflow steps related to this Workflow
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- workflow_milestones
An array of all workflow milestones related to this Workflow
- id
The id of the object being returned
- name
The name of the milestone
- milestone_date
The date and time this milestone occurs
- starts_at
When the workflow is set to start
- started_at
When the workflow was started
Body
{
"label": "Onboard a new client to the firm",
"linked_to": {
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
},
"visible_to": "Everyone",
"workflow_template": 2,
"starts_at": "2019-02-25 3:00pm",
"workflow_milestones": [
{
"id": "abcdef",
"name": "Onboarding",
"milestone_date": "2015-05-24 10:00 AM -0400"
},
{
"id": "ghijkl",
"name": "Account Opening",
"milestone_date": "2015-06-24 10:00 AM -0400"
}
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"label": "Onboard a new client to the firm",
"linked_to": {
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
},
"visible_to": "Everyone",
"workflow_template": {
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "New Client Onboarding Process",
"sequential": true,
"description": "Onboarding workflow for our clients...",
"description_html": "<div>Onboarding workflow for our clients...</div>",
"shared": true,
"ready": true,
"workflow_milestones": [
{
"id": "abcdef",
"name": "Onboarding"
}
],
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"kind": "Contact",
"visible_to": "Everyone"
},
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"workflow_milestones": [
{
"id": 1,
"name": "Onboarding",
"milestone_date": "2015-05-24 10:00 AM -0400"
}
],
"starts_at": "2019-02-25 03:00 PM -0400",
"started_at": "2019-02-25 03:00 PM -0400"
}
Workflow¶
GETFetch an existing workflow/v1/workflows/{id}
Retrieve a specific workflow using it unique identifier. The workflow returned will include the attributes listed below.
- id
The id of the workflow to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- label
A short name for the Workflow
- linked_to
An object that is linked to this Workflow
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- workflow_template
The workflow template related to the specified workflow
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the WorkflowTemplate
- sequential
Flag to determine if the workflow steps in this template must be completed in order of their position
- description
A short description of the WorkflowTemplate as plain text
- description_html
A short description of the WorkflowTemplate as html
- shared
Flag to determine if this WorkflowTemplate is shared amongst all accounts (workspaces) in the subscription
- ready
Flag to determine if this WorkflowTemplate is ready to spawn new Workflows
- workflow_milestones
An array of all workflow milestones related to this WorkflowTemplate
- id
The id of the object being returned
- name
The name of the milestone
- workflow_steps
An array of all workflow steps related to this WorkflowTemplate
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- kind
A string to classify the template
Choices:
Contact
Project
Opportunity
- visible_to
The user group which is able to view the resource being created
- workflow_steps
An array of all workflow steps related to this Workflow
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- workflow_milestones
An array of all workflow milestones related to this Workflow
- id
The id of the object being returned
- name
The name of the milestone
- milestone_date
The date and time this milestone occurs
- starts_at
When the workflow is set to start
- started_at
When the workflow was started
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"label": "Onboard a new client to the firm",
"linked_to": {
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
},
"visible_to": "Everyone",
"workflow_template": {
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "New Client Onboarding Process",
"sequential": true,
"description": "Onboarding workflow for our clients...",
"description_html": "<div>Onboarding workflow for our clients...</div>",
"shared": true,
"ready": true,
"workflow_milestones": [
{
"id": "abcdef",
"name": "Onboarding"
}
],
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"kind": "Contact",
"visible_to": "Everyone"
},
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"workflow_milestones": [
{
"id": 1,
"name": "Onboarding",
"milestone_date": "2015-05-24 10:00 AM -0400"
}
],
"starts_at": "2019-02-25 03:00 PM -0400",
"started_at": "2019-02-25 03:00 PM -0400"
}
DELETEDelete workflow/v1/workflows/{id}
Delete an existing workflow from your account (workspace). This workflow will not be available to you going forward in the future.
- id
The id of the workflow to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- label
A short name for the Workflow
- linked_to
An object that is linked to this Workflow
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- workflow_template
The workflow template related to the specified workflow
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the WorkflowTemplate
- sequential
Flag to determine if the workflow steps in this template must be completed in order of their position
- description
A short description of the WorkflowTemplate as plain text
- description_html
A short description of the WorkflowTemplate as html
- shared
Flag to determine if this WorkflowTemplate is shared amongst all accounts (workspaces) in the subscription
- ready
Flag to determine if this WorkflowTemplate is ready to spawn new Workflows
- workflow_milestones
An array of all workflow milestones related to this WorkflowTemplate
- id
The id of the object being returned
- name
The name of the milestone
- workflow_steps
An array of all workflow steps related to this WorkflowTemplate
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- kind
A string to classify the template
Choices:
Contact
Project
Opportunity
- visible_to
The user group which is able to view the resource being created
- workflow_steps
An array of all workflow steps related to this Workflow
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- workflow_milestones
An array of all workflow milestones related to this Workflow
- id
The id of the object being returned
- name
The name of the milestone
- milestone_date
The date and time this milestone occurs
- starts_at
When the workflow is set to start
- started_at
When the workflow was started
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"label": "Onboard a new client to the firm",
"linked_to": {
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
},
"visible_to": "Everyone",
"workflow_template": {
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "New Client Onboarding Process",
"sequential": true,
"description": "Onboarding workflow for our clients...",
"description_html": "<div>Onboarding workflow for our clients...</div>",
"shared": true,
"ready": true,
"workflow_milestones": [
{
"id": "abcdef",
"name": "Onboarding"
}
],
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"kind": "Contact",
"visible_to": "Everyone"
},
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"workflow_milestones": [
{
"id": 1,
"name": "Onboarding",
"milestone_date": "2015-05-24 10:00 AM -0400"
}
],
"starts_at": "2019-02-25 03:00 PM -0400",
"started_at": "2019-02-25 03:00 PM -0400"
}
Collection¶
GETRetrieve all workflow templates/v1/workflow_templates
This endpoint will fetch all of the workflow templates that are accessible by the user. This way the user can not access any workflow templates they don’t have access to.
- workflow_templates
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the WorkflowTemplate
- sequential
Flag to determine if the workflow steps in this template must be completed in order of their position
- description
A short description of the WorkflowTemplate as plain text
- description_html
A short description of the WorkflowTemplate as html
- shared
Flag to determine if this WorkflowTemplate is shared amongst all accounts (workspaces) in the subscription
- ready
Flag to determine if this WorkflowTemplate is ready to spawn new Workflows
- workflow_milestones
An array of all workflow milestones related to this WorkflowTemplate
- id
The id of the object being returned
- name
The name of the milestone
- workflow_steps
An array of all workflow steps related to this WorkflowTemplate
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- kind
A string to classify the template
Choices:
Contact
Project
Opportunity
- visible_to
The user group which is able to view the resource being created
200
Body
{
"workflow_templates": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "New Client Onboarding Process",
"sequential": true,
"description": "Onboarding workflow for our clients...",
"description_html": "<div>Onboarding workflow for our clients...</div>",
"shared": true,
"ready": true,
"workflow_milestones": [
{
"id": "abcdef",
"name": "Onboarding"
}
],
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"kind": "Contact",
"visible_to": "Everyone"
}
]
}
WorkflowTemplate¶
GETFetch an existing workflow template/v1/workflow_templates/{id}
Retrieve a specific workflow template using it unique identifier. The workflow template returned will include the attributes listed below.
- id
The id of the workflow template to be retrieved
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the WorkflowTemplate
- sequential
Flag to determine if the workflow steps in this template must be completed in order of their position
- description
A short description of the WorkflowTemplate as plain text
- description_html
A short description of the WorkflowTemplate as html
- shared
Flag to determine if this WorkflowTemplate is shared amongst all accounts (workspaces) in the subscription
- ready
Flag to determine if this WorkflowTemplate is ready to spawn new Workflows
- workflow_milestones
An array of all workflow milestones related to this WorkflowTemplate
- id
The id of the object being returned
- name
The name of the milestone
- workflow_steps
An array of all workflow steps related to this WorkflowTemplate
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- kind
A string to classify the template
Choices:
Contact
Project
Opportunity
- visible_to
The user group which is able to view the resource being created
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "New Client Onboarding Process",
"sequential": true,
"description": "Onboarding workflow for our clients...",
"description_html": "<div>Onboarding workflow for our clients...</div>",
"shared": true,
"ready": true,
"workflow_milestones": [
{
"id": "abcdef",
"name": "Onboarding"
}
],
"workflow_steps": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
],
"kind": "Contact",
"visible_to": "Everyone"
}
Complete a workflow step¶
PUTComplete a workflow step/v1/workflows/{workflow_id}/steps/{id}
- workflow_id
The id of the workflow which owns the step
- id
The id of the workflow step to complete
- complete
Flag, which if present upon a request, marks step complete
- workflow_outcome_id
The ID of the outcome to be applied
- due_date_set
When selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_date
When selecting an outcome with the “Restart Step” action, this indicates the due date for the restarted step
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
- completer
The id of the user who completed the event
Complete a WorkflowStep
Body
{
"complete": true,
"workflow_outcome_id": 1,
"due_date_set": true,
"due_date": "2020-09-25 10:00 AM -0400"
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1,
"completer": 1
}
Revert a workflow step¶
PUTRevert a workflow step/v1/workflows/{workflow_id}/steps/{id}
- workflow_id
The id of the workflow which owns the step
- id
The id of the workflow step to revert
- revert
Flag, which if present upon a request, reverts the
complete
status of a workflow step
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Workflow Step
- description
A short description of the WorkflowStep as plain text
- description_html
A short description of the WorkflowStep as html
- workflow
The ID of the Workflow this step is connected to
- assigned_to
The ID of the contact that is assigned to this workflow
- due_based_on
Indicates what this step’s due date is based on. Available options are “default”, “start” and “milestone”. If no option is specified this will be set to “default”. “milestone” means a
workflow_milestone_id
must be provided. “start” means the step is based on the workflow start date- due_date_set
A flag indicating a due date is set for this WorkflowStep
- due_later
A string representing the interval of time when this workflow step is due after the start of a workflow
- due_date
The specific deadline (due date) for an active or completed Workflow Step
- priority
The relative priority of the Workflow Step
Choices:
None
Low
Medium
High
- workflow_outcomes
An array of all WorkflowOutcomes related to this Workflow Step
- id
The id of the object being returned
- workflow_step_id
The id of the workflow step
- name
The name of the Workflow Outcome
- action
The action the outcome will perform, such as “Go to step”, “Restart Step”, “Restart Workflow”, and “Complete Workflow”
- go_to_step_id
After selecting an outcome with the “Go to Step” action, this will be the next active step
- due_date_set
After selecting an outcome with the “Restart Step” action, this indicates whether the restarted step will have a due date
- due_later
After selecting an outcome with the “Restart Step” action with a due date set, this indicates when the restarted step is due
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- workflow_milestone_id
The ID of the WorkflowMilestone this step is based on
Revert a WorkflowStep
Body
{
"revert": true
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Schedule discover meeting",
"description": "In this meeting, we will...",
"description_html": "<div>In this meeting, we will...</div>",
"workflow": 1,
"assigned_to": 1,
"due_based_on": "default",
"due_date_set": true,
"due_later": "2 days later at 5:00 PM",
"due_date": "2024-03-06 11:30 AM -0500",
"priority": "None",
"workflow_outcomes": [
{
"id": 1,
"workflow_step_id": 1,
"name": "Meeting scheduled with client",
"action": "Go to Step",
"go_to_step_id": 2,
"due_date_set": false,
"due_later": "2 days later at 5:00 PM",
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400"
}
],
"workflow_milestone_id": 1
}
Collection¶
GETRetrieve all events/v1/events{?resource_id}{?resource_type}
This endpoint will fetch all of the events that are accessible by the user. This way the user can not access any events they don’t have access to.
- resource_id
The id of the resource being searched for
- resource_type
The type of resource being searched for
- startDateMin
The minimum start date of the events to be returned
- startDateMax
The maximum start date of the events to be returned
- order
The order that the events should be returned in regarding event start
Choices:
asc
desc
recent
created
- events
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- title
The name of the event being returned
- starts_at
A timestamp signifying when the event starts
- ends_at
A timestamp signifying when the event ends
- repeats
A flag to indicate whether or not the event repeats
- event_category
The id of the event category to which the event belongs
- all_day
A flag to indicate if the event lasts all day
- location
The description of the location the event takes place
- description
A short explaination of the event being returned
- state
The current state of the event
Choices:
unconfirmed
confirmed
tentative
completed
cancelled
- visible_to
The user group which is able to view the resource being created
- email_invitees
A flag to indicate if the invitees should be emailed their invitation
- linked_to
An array of resources that are linked to this event. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- invitees
An object that describes a contact or user who is visiting the site
- id
The id of the Contact/User being invited
- type
The type of the resource being invited
Choices:
User
Contact
- name
The name of the invitee
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"events": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"title": "Client Meeting",
"starts_at": "2015-05-24 10:00 AM -0400",
"ends_at": "2015-05-24 11:00 AM -0400",
"repeats": true,
"event_category": 2,
"all_day": true,
"location": "Conference Room",
"description": "Review meeting for Kevin...",
"state": "unconfirmed",
"visible_to": "Everyone",
"email_invitees": true,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"invitees": [
{
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
]
}
POSTCreate a new event/v1/events
Create a new event
- title
The name of the event being returned
- starts_at
A timestamp signifying when the event starts
- ends_at
A timestamp signifying when the event ends
- repeats
A flag to indicate whether or not the event repeats
- event_category
The id of the event category to which the event belongs
- all_day
A flag to indicate if the event lasts all day
- location
The description of the location the event takes place
- description
A short explaination of the event being returned
- state
The current state of the event
Choices:
unconfirmed
confirmed
tentative
completed
cancelled
- visible_to
The user group which is able to view the resource being created
- email_invitees
A flag to indicate if the invitees should be emailed their invitation
- linked_to
An array of resources that are linked to this event. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- invitees
An object that describes a contact or user who is visiting the site
- id
The id of the Contact/User being invited
- type
The type of the resource being invited
Choices:
User
Contact
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- title
The name of the event being returned
- starts_at
A timestamp signifying when the event starts
- ends_at
A timestamp signifying when the event ends
- repeats
A flag to indicate whether or not the event repeats
- event_category
The id of the event category to which the event belongs
- all_day
A flag to indicate if the event lasts all day
- location
The description of the location the event takes place
- description
A short explaination of the event being returned
- state
The current state of the event
Choices:
unconfirmed
confirmed
tentative
completed
cancelled
- visible_to
The user group which is able to view the resource being created
- email_invitees
A flag to indicate if the invitees should be emailed their invitation
- linked_to
An array of resources that are linked to this event. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- invitees
An object that describes a contact or user who is visiting the site
- id
The id of the Contact/User being invited
- type
The type of the resource being invited
Choices:
User
Contact
- name
The name of the invitee
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
Body
{
"title": "Client Meeting",
"starts_at": "2015-05-24 10:00 AM -0400",
"ends_at": "2015-05-24 11:00 AM -0400",
"repeats": true,
"event_category": 2,
"all_day": true,
"location": "Conference Room",
"description": "Review meeting for Kevin...",
"state": "unconfirmed",
"visible_to": "Everyone",
"email_invitees": true,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"invitees": [
{
"id": 1,
"type": "User"
}
],
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"title": "Client Meeting",
"starts_at": "2015-05-24 10:00 AM -0400",
"ends_at": "2015-05-24 11:00 AM -0400",
"repeats": true,
"event_category": 2,
"all_day": true,
"location": "Conference Room",
"description": "Review meeting for Kevin...",
"state": "unconfirmed",
"visible_to": "Everyone",
"email_invitees": true,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"invitees": [
{
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
Event¶
GETFetch an existing event/v1/events/{id}
Retrieve a specific event using it unique identifier. The event returned will include the attributes listed below.
- id
The id of the event to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- title
The name of the event being returned
- starts_at
A timestamp signifying when the event starts
- ends_at
A timestamp signifying when the event ends
- repeats
A flag to indicate whether or not the event repeats
- event_category
The id of the event category to which the event belongs
- all_day
A flag to indicate if the event lasts all day
- location
The description of the location the event takes place
- description
A short explaination of the event being returned
- state
The current state of the event
Choices:
unconfirmed
confirmed
tentative
completed
cancelled
- visible_to
The user group which is able to view the resource being created
- email_invitees
A flag to indicate if the invitees should be emailed their invitation
- linked_to
An array of resources that are linked to this event. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- invitees
An object that describes a contact or user who is visiting the site
- id
The id of the Contact/User being invited
- type
The type of the resource being invited
Choices:
User
Contact
- name
The name of the invitee
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"title": "Client Meeting",
"starts_at": "2015-05-24 10:00 AM -0400",
"ends_at": "2015-05-24 11:00 AM -0400",
"repeats": true,
"event_category": 2,
"all_day": true,
"location": "Conference Room",
"description": "Review meeting for Kevin...",
"state": "unconfirmed",
"visible_to": "Everyone",
"email_invitees": true,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"invitees": [
{
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
PUTUpdate an existing event/v1/events/{id}
Update a existing event with new properties, these properties will be saved to the database and the new event will be returned.
- id
The id of the event to be updated
- title
The name of the event being returned
- starts_at
A timestamp signifying when the event starts
- ends_at
A timestamp signifying when the event ends
- repeats
A flag to indicate whether or not the event repeats
- event_category
The id of the event category to which the event belongs
- all_day
A flag to indicate if the event lasts all day
- location
The description of the location the event takes place
- description
A short explaination of the event being returned
- state
The current state of the event
Choices:
unconfirmed
confirmed
tentative
completed
cancelled
- visible_to
The user group which is able to view the resource being created
- email_invitees
A flag to indicate if the invitees should be emailed their invitation
- linked_to
An array of resources that are linked to this event. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- invitees
An object that describes a contact or user who is visiting the site
- id
The id of the Contact/User being invited
- type
The type of the resource being invited
Choices:
User
Contact
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- title
The name of the event being returned
- starts_at
A timestamp signifying when the event starts
- ends_at
A timestamp signifying when the event ends
- repeats
A flag to indicate whether or not the event repeats
- event_category
The id of the event category to which the event belongs
- all_day
A flag to indicate if the event lasts all day
- location
The description of the location the event takes place
- description
A short explaination of the event being returned
- state
The current state of the event
Choices:
unconfirmed
confirmed
tentative
completed
cancelled
- visible_to
The user group which is able to view the resource being created
- email_invitees
A flag to indicate if the invitees should be emailed their invitation
- linked_to
An array of resources that are linked to this event. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- invitees
An object that describes a contact or user who is visiting the site
- id
The id of the Contact/User being invited
- type
The type of the resource being invited
Choices:
User
Contact
- name
The name of the invitee
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
Body
{
"title": "Client Meeting",
"starts_at": "2015-05-24 10:00 AM -0400",
"ends_at": "2015-05-24 11:00 AM -0400",
"repeats": true,
"event_category": 2,
"all_day": true,
"location": "Conference Room",
"description": "Review meeting for Kevin...",
"state": "unconfirmed",
"visible_to": "Everyone",
"email_invitees": true,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"invitees": [
{
"id": 1,
"type": "User"
}
],
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"title": "Client Meeting",
"starts_at": "2015-05-24 10:00 AM -0400",
"ends_at": "2015-05-24 11:00 AM -0400",
"repeats": true,
"event_category": 2,
"all_day": true,
"location": "Conference Room",
"description": "Review meeting for Kevin...",
"state": "unconfirmed",
"visible_to": "Everyone",
"email_invitees": true,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"invitees": [
{
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
DELETEDelete event/v1/events/{id}
Delete an existing event from your account (workspace). This event will not be available to you going forward in the future.
- id
The id of the event to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- title
The name of the event being returned
- starts_at
A timestamp signifying when the event starts
- ends_at
A timestamp signifying when the event ends
- repeats
A flag to indicate whether or not the event repeats
- event_category
The id of the event category to which the event belongs
- all_day
A flag to indicate if the event lasts all day
- location
The description of the location the event takes place
- description
A short explaination of the event being returned
- state
The current state of the event
Choices:
unconfirmed
confirmed
tentative
completed
cancelled
- visible_to
The user group which is able to view the resource being created
- email_invitees
A flag to indicate if the invitees should be emailed their invitation
- linked_to
An array of resources that are linked to this event. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- invitees
An object that describes a contact or user who is visiting the site
- id
The id of the Contact/User being invited
- type
The type of the resource being invited
Choices:
User
Contact
- name
The name of the invitee
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"title": "Client Meeting",
"starts_at": "2015-05-24 10:00 AM -0400",
"ends_at": "2015-05-24 11:00 AM -0400",
"repeats": true,
"event_category": 2,
"all_day": true,
"location": "Conference Room",
"description": "Review meeting for Kevin...",
"state": "unconfirmed",
"visible_to": "Everyone",
"email_invitees": true,
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"invitees": [
{
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
],
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
Collection¶
GETRetrieve all opportunities/v1/opportunities{?resource_id}{?resource_type}{?order}
This endpoint will fetch all of the opportunities that are accessible by the user. This way the user can not access any opportunities they don’t have access to.
- resource_id
The id of the resource being searched for
- resource_type
The type of resource being searched for
- order
The order that the opportunities should be returned in
Choices:
asc
desc
recent
created
- include_closed
Return won and lost opportunities as well
- opportunities
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Opportunity being returned
- description
A short explaination of the opportunity being returned
- target_close
A string representing the date/time when the opportunity should close
- probability
A number representing the chance the opportunity will close, as a percentage
- stage
A string representing the current stage the opportunity finds itself in
- manager
The id of the user who is designated as manager of this opportunity
- amounts
An array of the amounts associated with the opportunity
- amount
The amount in dollars
- currency
- Default: $
The type of currency the amount was recorded in
- kind
The type of amount represented here
Choices:
Fee
Commission
AUM
Other
- linked_to
An array containing the Contact that is linked to this Opportunity. Only the first contact specified will be used.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"opportunities": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Financial Plan",
"description": "Opportunity to plan for...",
"target_close": "2015-11-12 11:00 AM -0500",
"probability": 70,
"stage": 1,
"manager": 1,
"amounts": [
{
"amount": 56.76,
"currency": "$",
"kind": "Fee"
}
],
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
]
}
POSTCreate a new opportunity/v1/opportunities
Create a new Opportunity.
- name
The name of the Opportunity being returned
- description
A short explaination of the opportunity being returned
- target_close
A string representing the date/time when the opportunity should close
- probability
A number representing the chance the opportunity will close, as a percentage
- stage
A string representing the current stage the opportunity finds itself in
- manager
The id of the user who is designated as manager of this opportunity
- amounts
An array of the amounts associated with the opportunity
- amount
The amount in dollars
- currency
- Default: $
The type of currency the amount was recorded in
- kind
The type of amount represented here
Choices:
Fee
Commission
AUM
Other
- linked_to
An array containing the Contact that is linked to this Opportunity. Only the first contact specified will be used.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Opportunity being returned
- description
A short explaination of the opportunity being returned
- target_close
A string representing the date/time when the opportunity should close
- probability
A number representing the chance the opportunity will close, as a percentage
- stage
A string representing the current stage the opportunity finds itself in
- manager
The id of the user who is designated as manager of this opportunity
- amounts
An array of the amounts associated with the opportunity
- amount
The amount in dollars
- currency
- Default: $
The type of currency the amount was recorded in
- kind
The type of amount represented here
Choices:
Fee
Commission
AUM
Other
- linked_to
An array containing the Contact that is linked to this Opportunity. Only the first contact specified will be used.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
Body
{
"name": "Financial Plan",
"description": "Opportunity to plan for...",
"target_close": "2015-11-12 11:00 AM -0500",
"probability": 70,
"stage": 1,
"manager": 1,
"amounts": [
{
"amount": 56.76,
"currency": "$",
"kind": "Fee"
}
],
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Financial Plan",
"description": "Opportunity to plan for...",
"target_close": "2015-11-12 11:00 AM -0500",
"probability": 70,
"stage": 1,
"manager": 1,
"amounts": [
{
"amount": 56.76,
"currency": "$",
"kind": "Fee"
}
],
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
Opportunity¶
GETFetch an existing opportunity/v1/opportunities/{id}
Retrieve a specific opportunity using it unique identifier. The opportunity returned will include the attributes listed below.
- id
The id of the Opportunity to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Opportunity being returned
- description
A short explaination of the opportunity being returned
- target_close
A string representing the date/time when the opportunity should close
- probability
A number representing the chance the opportunity will close, as a percentage
- stage
A string representing the current stage the opportunity finds itself in
- manager
The id of the user who is designated as manager of this opportunity
- amounts
An array of the amounts associated with the opportunity
- amount
The amount in dollars
- currency
- Default: $
The type of currency the amount was recorded in
- kind
The type of amount represented here
Choices:
Fee
Commission
AUM
Other
- linked_to
An array containing the Contact that is linked to this Opportunity. Only the first contact specified will be used.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Financial Plan",
"description": "Opportunity to plan for...",
"target_close": "2015-11-12 11:00 AM -0500",
"probability": 70,
"stage": 1,
"manager": 1,
"amounts": [
{
"amount": 56.76,
"currency": "$",
"kind": "Fee"
}
],
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
PUTUpdate an existing opportunity/v1/opportunities/{id}
Update a existing opportunity with new properties, these properties will be saved to the database and the new opportunity will be returned.
- id
The id of the Opportunity to be updated
- name
The name of the Opportunity being returned
- description
A short explaination of the opportunity being returned
- target_close
A string representing the date/time when the opportunity should close
- probability
A number representing the chance the opportunity will close, as a percentage
- stage
A string representing the current stage the opportunity finds itself in
- manager
The id of the user who is designated as manager of this opportunity
- amounts
An array of the amounts associated with the opportunity
- amount
The amount in dollars
- currency
- Default: $
The type of currency the amount was recorded in
- kind
The type of amount represented here
Choices:
Fee
Commission
AUM
Other
- linked_to
An array containing the Contact that is linked to this Opportunity. Only the first contact specified will be used.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Opportunity being returned
- description
A short explaination of the opportunity being returned
- target_close
A string representing the date/time when the opportunity should close
- probability
A number representing the chance the opportunity will close, as a percentage
- stage
A string representing the current stage the opportunity finds itself in
- manager
The id of the user who is designated as manager of this opportunity
- amounts
An array of the amounts associated with the opportunity
- amount
The amount in dollars
- currency
- Default: $
The type of currency the amount was recorded in
- kind
The type of amount represented here
Choices:
Fee
Commission
AUM
Other
- linked_to
An array containing the Contact that is linked to this Opportunity. Only the first contact specified will be used.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
Body
{
"name": "Financial Plan",
"description": "Opportunity to plan for...",
"target_close": "2015-11-12 11:00 AM -0500",
"probability": 70,
"stage": 1,
"manager": 1,
"amounts": [
{
"amount": 56.76,
"currency": "$",
"kind": "Fee"
}
],
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Financial Plan",
"description": "Opportunity to plan for...",
"target_close": "2015-11-12 11:00 AM -0500",
"probability": 70,
"stage": 1,
"manager": 1,
"amounts": [
{
"amount": 56.76,
"currency": "$",
"kind": "Fee"
}
],
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
DELETEDelete opportunity/v1/opportunities/{id}
Delete an existing opportunity from your account (workspace). This opportunity will not be available to you going forward in the future.
- id
The id of the Opportunity to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the Opportunity being returned
- description
A short explaination of the opportunity being returned
- target_close
A string representing the date/time when the opportunity should close
- probability
A number representing the chance the opportunity will close, as a percentage
- stage
A string representing the current stage the opportunity finds itself in
- manager
The id of the user who is designated as manager of this opportunity
- amounts
An array of the amounts associated with the opportunity
- amount
The amount in dollars
- currency
- Default: $
The type of currency the amount was recorded in
- kind
The type of amount represented here
Choices:
Fee
Commission
AUM
Other
- linked_to
An array containing the Contact that is linked to this Opportunity. Only the first contact specified will be used.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Financial Plan",
"description": "Opportunity to plan for...",
"target_close": "2015-11-12 11:00 AM -0500",
"probability": 70,
"stage": 1,
"manager": 1,
"amounts": [
{
"amount": 56.76,
"currency": "$",
"kind": "Fee"
}
],
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
Collection¶
GETRetrieve all projects/v1/projects
This endpoint will fetch all of the projects that are accessible by the user. This way the user can not access any projects they don’t have access to.
- projects
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the project being returned
- description
A short explaination of the project being returned
- organizer
The id of the user who is responsible for organizating the project
- visible_to
The user group which is able to view the resource being created
- image
A expiring URL pointing to the headshot associated with the project valid for 7 days
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"projects": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Client Seminar",
"description": "Project to plan spring seminar.",
"organizer": 1,
"visible_to": "Everyone",
"image": "https://app.crmworkspace.com/projects.png",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
]
}
POSTCreate a new project/v1/projects
Create a new Project.
- name
The name of the project being returned
- description
A short explaination of the project being returned
- organizer
The id of the user who is responsible for organizating the project
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the project being returned
- description
A short explaination of the project being returned
- organizer
The id of the user who is responsible for organizating the project
- visible_to
The user group which is able to view the resource being created
- image
A expiring URL pointing to the headshot associated with the project valid for 7 days
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
Body
{
"name": "Client Seminar",
"description": "Project to plan spring seminar.",
"organizer": 1,
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Client Seminar",
"description": "Project to plan spring seminar.",
"organizer": 1,
"visible_to": "Everyone",
"image": "https://app.crmworkspace.com/projects.png",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
Project Resource¶
GETFetch an existing project/v1/projects/{id}
Retrieve a specific project using it unique identifier. The project returned will include the attributes listed below.
- id
The id of the Project to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the project being returned
- description
A short explaination of the project being returned
- organizer
The id of the user who is responsible for organizating the project
- visible_to
The user group which is able to view the resource being created
- image
A expiring URL pointing to the headshot associated with the project valid for 7 days
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Client Seminar",
"description": "Project to plan spring seminar.",
"organizer": 1,
"visible_to": "Everyone",
"image": "https://app.crmworkspace.com/projects.png",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
PUTUpdate an existing project/v1/projects/{id}
Update a existing project with new properties, these properties will be saved to the database and the new project will be returned.
- id
The id of the Project to be updated
- name
The name of the project being returned
- description
A short explaination of the project being returned
- organizer
The id of the user who is responsible for organizating the project
- visible_to
The user group which is able to view the resource being created
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- value
The value that the custom field should take on
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the project being returned
- description
A short explaination of the project being returned
- organizer
The id of the user who is responsible for organizating the project
- visible_to
The user group which is able to view the resource being created
- image
A expiring URL pointing to the headshot associated with the project valid for 7 days
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
Body
{
"name": "Client Seminar",
"description": "Project to plan spring seminar.",
"organizer": 1,
"visible_to": "Everyone",
"custom_fields": [
{
"id": 1,
"value": "123456789"
}
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Client Seminar",
"description": "Project to plan spring seminar.",
"organizer": 1,
"visible_to": "Everyone",
"image": "https://app.crmworkspace.com/projects.png",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
DELETEDelete project/v1/projects/{id}
Delete an existing project from your account (workspace). This project will not be available to you going forward in the future.
- id
The id of the Project to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- name
The name of the project being returned
- description
A short explaination of the project being returned
- organizer
The id of the user who is responsible for organizating the project
- visible_to
The user group which is able to view the resource being created
- image
A expiring URL pointing to the headshot associated with the project valid for 7 days
- custom_fields
An array of custom fields for this object
- id
The name of the custom field that you wish to set
- name
The name of the custom field being returned
- value
The value that the custom field should take on
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"name": "Client Seminar",
"description": "Project to plan spring seminar.",
"organizer": 1,
"visible_to": "Everyone",
"image": "https://app.crmworkspace.com/projects.png",
"custom_fields": [
{
"id": 1,
"name": "My Field",
"value": "123456789",
"document_type": "Contact",
"field_type": "single_select"
}
]
}
Collection¶
GETRetrieve all notes/v1/notes{?resource_id}{?resource_type}
This endpoint will fetch all of the notes that are accessible by the user. This way the user can not access any notes they don’t have access to.
- resource_id
The id of the resource being searched for
- resource_type
The type of resource being searched for
- order
The order that the resource should be returned in. “asc” (Assending by Created Date) is the default sort order. “created” is sort Decending by Created Date. “updated” is sort Decending by Updated Date.
Choices:
asc
created
updated
- notes
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- content
The main body of the new StatusUpdate
- linked_to
An array of resources that are linked to this StatusUpdate. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- tags
An array of tags that are associated with the StatusUpdate
- id
The id of the object being returned
- name
The name of the tag in question
200
Body
{
"notes": [
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"content": "Spoke with Kevin Anderson on the phone...",
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"tags": [
{
"id": 1,
"name": "Clients"
}
]
}
]
}
POSTCreate a new note/v1/notes
Create a new Note.
- content
The main body of the new StatusUpdate
- linked_to
An array of resources that are linked to this StatusUpdate. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- tags
An array of tags that are associated with the StatusUpdate
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- content
The main body of the new StatusUpdate
- linked_to
An array of resources that are linked to this StatusUpdate. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- tags
An array of tags that are associated with the StatusUpdate
- id
The id of the object being returned
- name
The name of the tag in question
Body
{
"content": "Spoke with Kevin Anderson on the phone...",
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"tags": [
"Clients"
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"content": "Spoke with Kevin Anderson on the phone...",
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"tags": [
{
"id": 1,
"name": "Clients"
}
]
}
Note¶
GETFetch an existing note/v1/notes/{id}
Retrieve a specific note using it unique identifier. The note returned will include the attributes listed below.
- id
The id of the Note to be updated
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- content
The main body of the new StatusUpdate
- linked_to
An array of resources that are linked to this StatusUpdate. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- tags
An array of tags that are associated with the StatusUpdate
- id
The id of the object being returned
- name
The name of the tag in question
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"content": "Spoke with Kevin Anderson on the phone...",
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"tags": [
{
"id": 1,
"name": "Clients"
}
]
}
PUTUpdate an existing note/v1/notes/{id}
Update a existing note with new properties, these properties will be saved to the database and the new note will be returned.
- id
The id of the Note to be updated
- content
The main body of the new StatusUpdate
- linked_to
An array of resources that are linked to this StatusUpdate. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- tags
An array of tags that are associated with the StatusUpdate
- id
The id of the object being returned
- creator
The id of the user who created the object
- created_at
A timestamp representing when the object was created.
- updated_at
A timestamp representing when the object was last updated.
- content
The main body of the new StatusUpdate
- linked_to
An array of resources that are linked to this StatusUpdate. The only supported resource type is contact.
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
- visible_to
The user group which is able to view the resource being created
- tags
An array of tags that are associated with the StatusUpdate
- id
The id of the object being returned
- name
The name of the tag in question
Body
{
"content": "Spoke with Kevin Anderson on the phone...",
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"tags": [
"Clients"
]
}
200
Body
{
"id": 1,
"creator": 1,
"created_at": "2015-05-24 10:00 AM -0400",
"updated_at": "2015-10-12 11:30 PM -0400",
"content": "Spoke with Kevin Anderson on the phone...",
"linked_to": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
],
"visible_to": "Everyone",
"tags": [
{
"id": 1,
"name": "Clients"
}
]
}
List all contact roles¶
GETList all contact roles/v1/categories/contact_roles
This endpoint will fetch every contact role in the authenticated user’s account (workspace).
- contact_roles
- id
The id of the contact role
- name
The name of the contact role
- available_options
The options available to assign to the contact roles (users)
- id
The id of the option
- assigned_to
The user associated with the option (click
Show child attributes
for more info)- id
The id of the user
- type
The type of object being assigned (User)
- name
The name of the user
- removed_options
Values that could previously be given to the assignment and are still assigned to some records
- id
The id of the option
- deleted_at
The timestamp representing when the option was removed from the list of available options
- assigned_to
The user associated with the option (click
Show child attributes
for more info)- id
The id of the user
- type
The type of object being assigned (User)
- name
The name of the user
200
Body
{
"contact_roles": [
{
"id": 1,
"name": "Planning Advisor",
"available_options": [
{
"id": 1,
"assigned_to": {
"id": 1,
"type": "User",
"name": "Kevin Anderson"
}
}
],
"removed_options": [
{
"id": 2,
"deleted_at": "2022-06-30T00:00:00.000000+00:00",
"assigned_to": {
"id": 2,
"type": "User",
"name": "Maria Keston"
}
}
]
}
]
}
List all custom fields¶
GETList all custom fields/v1/categories/custom_fields
This endpoint will fetch every custom field in the authenticated user’s account (workspace).
- document_type
The document type that the custom fields are for, defaults to all document types
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- custom_fields
- id
- name
- document_type
Choices:
Contact
Opportunity
Project
Task
Event
ManualInvestmentAccount
- field_type
Choices:
single_select
multi_check_box
text_field
text_area
check_box
date
- options
Returns values for
multi_check_box
andsingle_select
field types only- id
- label
Body
{
"document_type": "Contact"
}
200
Body
{
"custom_fields": [
{
"id": 1,
"name": "My Field",
"document_type": "Contact",
"field_type": "single_select",
"options": [
{
"id": 1,
"label": "Option one"
}
]
}
]
}
List all members of a customizable category¶
GETList all members of a customizable category/v1/categories/{type}
This endpoint will fetch every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.
- type
The name of the category type that you are trying to fetch
Choices:
opportunity_stages
opportunity_pipelines
contact_types
contact_sources
task_categories
event_categories
file_categories
investment_objectives
financial_account_types
email_types
phone_types
address_types
website_types
contact_roles
- tags
- id
The id of the resource being linked to this status update
- type
The type of resource being linked to this status update
- name
The name of the resource being linked
200
Body
{
"tags": [
{
"id": 1,
"type": "Contact",
"name": "Kevin Anderson"
}
]
}
Create¶
POSTAdd member to a household/v1/households/{household_id}/members
This endpoint will add a member to the household.
- household_id
The id of the household receiving the new member
- id
The id of the contact to add to household
- title
The household title you wish to assign to the added contact
Choices:
Head
Spouse
Partner
Child
Grandchild
Parent
Grandparent
Sibling
Other Dependent
- id
The id of the household
- members
- id
The id of the household member
- first_name
The full name of the household member
- last_name
The full name of the household member
- title
The title of the household member
- type
The type of the household member
Body
{
"id": 2,
"title": "Head"
}
200
Body
{
"id": 1,
"members": [
{
"id": 2,
"first_name": "Kevin",
"last_name": "Anderson",
"title": "Head",
"type": "Person"
}
]
}
Destroy¶
DELETEDelete member from a household/v1/households/{household_id}/members/{id}
This endpoint will remove a member from a household.
- household_id
The id of the household from which the member will be deleted
- id
The id of the contact to delete from the household
- id
The id of the household
- members
- id
The id of the household member
- first_name
The full name of the household member
- last_name
The full name of the household member
- title
The title of the household member
- type
The type of the household member
200
Body
{
"id": 1,
"members": [
{
"id": 2,
"first_name": "Kevin",
"last_name": "Anderson",
"title": "Head",
"type": "Person"
}
]
}
Retrieve all UserGroups¶
GETRetrieve all UserGroups/v1/user_groups
This endpoint will return all of the UserGroups associated with the account (workspace) of the user interacting with the API access token.
- user_groups
- id
The id of the object being returned
- name
The name of the user group
- user
The ID of the user this UserGroup is associated with. This field should only be populated for ‘Only Me’ UserGroups
200
Body
{
"user_groups": [
{
"id": 1,
"name": "Everyone",
"user": 1
}
]
}
Retrieve all Teams¶
GETRetrieve all Teams/v1/teams
This endpoint will return all of the Teams associated with the account (workspace) of the user interacting with the API access token.
- teams
- id
The id of the object being returned
- name
The name of the team
- members
An array of users on the team
- id
The id of the user
- email
The email associated with the user’s login profile
- name
The name associated with the user’s login profile
- account
The id of the user’s account (workspace)
200
Body
{
"teams": [
{
"id": 1,
"name": "Service",
"members": [
{
"id": 1,
"email": "bill@example.com",
"name": "Bill Jones",
"account": 1
}
]
}
]
}
Collection¶
GETRetrieve all users/v1/users
This endpoint will fetch all of the active users for the current account.
- users
- id
The id of the object being returned
- email
The email of the user
- name
The name of the user
- account
The ID of the account this User is associated with
- excluded_from_assignments
A flag to indicate if the user is a home office user
200
Body
{
"users": [
{
"id": 1,
"email": "bill@example.com",
"name": "Bill",
"account": 1,
"excluded_from_assignments": false
}
]
}
Retrieve all comments¶
/v1/comments{?resource_id}{?resource_type}
This endpoint will fetch all of the comments that are accessible by the user for the specified resource.
The id of the resource being searched for. Ignored if no resource_type provided
The type of resource being searched for
The id of the object being returned
The id of the user who created the object
A timestamp representing when the object was created.
A timestamp representing when the object was last updated.
The body of the comment represented as plain text.
The body of the comment represented as html.
The name of the resource type
The id of the resource
200
Body
{ "comments": [ { "id": 1, "creator": 1, "created_at": "2015-05-24 10:00 AM -0400", "updated_at": "2015-10-12 11:30 PM -0400", "body": { "text": "This is the body of the comment", "html": "<div class='comment'>This is the body of the comment</div>" }, "resource_type": "Task", "resource_id": 1 } ] }