# Surense Documentation ## Guides - [Generate a Report](https://developer.surense.com/docs/generate-a-report.md) ## API Reference - [Create an activity](https://developer.surense.com/reference/createactivity.md): Create a new activity. - [Delete an activity](https://developer.surense.com/reference/deleteactivity.md): Delete a specific activity by its UUID. Note: There are 3 kinds of activities - activity (logType 1), call record (logType 3), and email record (logType 2). No additional permissions needed for activities. - [Get an activity](https://developer.surense.com/reference/getactivity.md): Retrieve a specific activity by its UUID. - [Update an activity](https://developer.surense.com/reference/updateactivity.md): Update an activity. - [Delete an email record](https://developer.surense.com/reference/deleteappmail.md): Delete a specific email record by its UUID. Note: There are 3 kinds of activities - activity (logType 1), call record (logType 3), and email record (logType 2). No additional permissions needed for email records. - [Get an email record](https://developer.surense.com/reference/getappmail.md): Retrieve a specific email record by its UUID. - [Get the EML file URL for the email](https://developer.surense.com/reference/getappmailemlurl.md): Get the EML file URL for the email. Returns the URL of the EML file. - [Get the HTML content URL for the email](https://developer.surense.com/reference/getappmailhtmlurl.md): Get the HTML content URL for the email. Returns the URL of the HTML content. - [Search activity log for activities/emails/calls](https://developer.surense.com/reference/searchactivitylog.md): Search activity log for activities, emails, and calls with filtering and pagination. - [Create a blacklisted number](https://developer.surense.com/reference/createblacklistednumber.md): Create a blacklisted number. Blacklisted numbers make numbers not recorded and added to the customer activities (logType 3). Can be useful for family members etc. Requires agencyAdmin permissions. - [Delete a blacklisted number](https://developer.surense.com/reference/deleteblacklistednumber.md): Delete a blacklisted number. - [Delete a call record](https://developer.surense.com/reference/deletecallrecord.md): Delete a specific call record by its UUID. - [Get a call record](https://developer.surense.com/reference/getcallrecord.md): Get a call record. It returns all the phone call information such as the customer, callee, date etc. - [Get call recording URL](https://developer.surense.com/reference/getcallrecordingurl.md): Get the URL of the call recording. Returns the URL of the recordings. - [Search blacklisted numbers](https://developer.surense.com/reference/searchblacklistednumbers.md): Search blacklisted numbers. Requires agencyAdmin permissions. - [Search call records](https://developer.surense.com/reference/searchcallrecords.md): Search call records with filtering and pagination. Call records can be found when using `POST /tel/calls/search` under the field named 'id'. - [Create agent numbers](https://developer.surense.com/reference/createagentnumbers.md): Create agent numbers. tenantAdmin or agencyAdmin is required. - [Download export file](https://developer.surense.com/reference/downloadagentnumberexport.md): Export agent numbers in a 3-stage process: (1) Filter and choose which agent numbers to export using `POST /agent-numbers/exports` - works like `POST /agent-numbers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /agent-numbers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /agent-numbers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 3 of 3: Download the file.** - [Export agent numbers](https://developer.surense.com/reference/exportagentnumbers.md): Export agent numbers in a 3-stage process: (1) Filter and choose which agent numbers to export using `POST /agent-numbers/exports` - works like `POST /agent-numbers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /agent-numbers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /agent-numbers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 1 of 3: Filter and choose which agent numbers to export.** - [Get export record](https://developer.surense.com/reference/getagentnumberexportrecord.md): Export agent numbers in a 3-stage process: (1) Filter and choose which agent numbers to export using `POST /agent-numbers/exports` - works like `POST /agent-numbers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /agent-numbers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /agent-numbers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 2 of 3: Check export status.** - [Search agent numbers](https://developer.surense.com/reference/searchagentnumbers.md): Search agent numbers. tenantAdmin or agencyAdmin is required. - [Update an agent number](https://developer.surense.com/reference/updateagentnumber.md): Update an agent number. tenantAdmin or agencyAdmin is required. - [Search companies](https://developer.surense.com/reference/searchcompanies.md): Search companies with filtering and pagination. - [Create a contact](https://developer.surense.com/reference/createcontact.md): Create a new contact. At least one contact information is needed (either a phone number or an email address). - [Download export file](https://developer.surense.com/reference/downloadcontactexport.md): Export contacts in a 3-stage process: (1) Filter and choose which contacts to export using `POST /contacts/exports` - works like `POST /contacts/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /contacts/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /contacts/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 3 of 3: Download the file.** - [Export contacts](https://developer.surense.com/reference/exportcontacts.md): Export contacts in a 3-stage process: (1) Filter and choose which contacts to export using `POST /contacts/exports` - works like `POST /contacts/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /contacts/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /contacts/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 1 of 3: Filter and choose which contacts to export.** - [Get export record](https://developer.surense.com/reference/getcontactexportrecord.md): Export contacts in a 3-stage process: (1) Filter and choose which contacts to export using `POST /contacts/exports` - works like `POST /contacts/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /contacts/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /contacts/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 2 of 3: Check export status.** - [Search contacts](https://developer.surense.com/reference/searchcontacts.md): Search contacts with filtering and pagination. - [Update a contact](https://developer.surense.com/reference/updatecontact.md) - [Delete a report](https://developer.surense.com/reference/deletecustomerreport.md): Delete a specific report by its ID for a customer. All reports of a specific customer can be found with `POST /{customerId}/reports/search`. - [Generate a report for a specific customer](https://developer.surense.com/reference/generatecustomerreport.md) - [Get a report](https://developer.surense.com/reference/getcustomerreport.md): Retrieve a specific report by its ID for a customer. - [Generate a URL for a report](https://developer.surense.com/reference/getcustomerreporturl.md) - [Search reports for a specific customer](https://developer.surense.com/reference/searchcustomerreports.md) - [Send a report](https://developer.surense.com/reference/sendcustomerreport.md) - [Create a customer](https://developer.surense.com/reference/createcustomer.md) - [Delete a customer](https://developer.surense.com/reference/deletecustomer.md): Delete a specific customer by its UUID. - [Get a customer](https://developer.surense.com/reference/getcustomer.md): Retrieve a specific customer by its UUID. - [Search customers](https://developer.surense.com/reference/searchcustomers.md): Search for customers using pagination, sorting, and filtering. Returns a paginated list of customers matching the search criteria. - [Search customers having birthdays today](https://developer.surense.com/reference/searchcustomerswithbirthdaystoday.md): Search for customers who have birthdays today. Returns a paginated list of customers with their birthday information. - [Search customers having recent birthdays](https://developer.surense.com/reference/searchcustomerswithrecentbirthdays.md): Search for customers who had birthdays in the past 7 days (from 7 days ago to yesterday). Returns a paginated list of customers with their birthday information. - [Search customers having upcoming birthdays](https://developer.surense.com/reference/searchcustomerswithupcomingbirthdays.md): Search for customers who have birthdays in the next 30 days (from tomorrow to 30 days from today). Returns a paginated list of customers with their birthday information. - [Update a customer](https://developer.surense.com/reference/updatecustomer.md) - [Update multiple customers](https://developer.surense.com/reference/updatecustomers.md) - [Download export file](https://developer.surense.com/reference/downloadcustomerexport.md): Export customers is a 3-stage process: (1) Filter and choose which customers to export using `POST /customers/exports` - works like `POST /customers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /customers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /customers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 3 of 3: Download the file.** - [Export customers](https://developer.surense.com/reference/exportcustomers.md): Export customers is a 3-stage process: (1) Filter and choose which customers to export using `POST /customers/exports` - works like `POST /customers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /customers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /customers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 1 of 3: Filter and choose which customers to export.** - [Get export record](https://developer.surense.com/reference/getcustomerexportrecord.md): Export customers is a 3-stage process: (1) Filter and choose which customers to export using `POST /customers/exports` - works like `POST /customers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /customers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /customers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 2 of 3: Check export status.** - [Delete a meeting summary](https://developer.surense.com/reference/deletemeetingsummary.md): Delete a specific meeting summary by its ID for a customer. Meeting summaries can be searched with `POST /meetingsummaries/{customerId}/summaries/search`. - [Get a meeting summary](https://developer.surense.com/reference/getmeetingsummary.md): Retrieve a specific meeting summary by its ID for a customer. - [Get a meeting summary URL](https://developer.surense.com/reference/getmeetingsummaryurl.md): Retrieve a URL for a specific meeting summary by its ID for a customer. - [Save a draft meeting summary](https://developer.surense.com/reference/savemeetingsummarydraft.md): Save a draft meeting summary. Note that this draft is not being sent to the customer but can be viewed inside Surense. - [Search meeting summaries](https://developer.surense.com/reference/searchmeetingsummaries.md): Search meeting summaries with filtering and pagination. - [Send a meeting summary](https://developer.surense.com/reference/sendmeetingsummary.md): Send a meeting summary to the customer. - [Get all customer classes](https://developer.surense.com/reference/getcustomerclasses.md): Get all customer classes. - [Get all customer sources](https://developer.surense.com/reference/getcustomersources.md): Get all customer sources. - [Get all customer statuses](https://developer.surense.com/reference/getcustomerstatuses.md): Get all customer statuses. - [Get data import providers](https://developer.surense.com/reference/getdataimportproviders.md) - [Get a data import record](https://developer.surense.com/reference/getdataimportrecord.md) - [Initiate a data import](https://developer.surense.com/reference/initiatedataimport.md) - [Start a data import](https://developer.surense.com/reference/startdataimport.md) - [Delete a document](https://developer.surense.com/reference/deletedocument.md): Delete a specific document by its UUID. No additional scope required. - [Get a document](https://developer.surense.com/reference/getdocument.md): Retrieve a specific document by its UUID. - [Get documents URLs](https://developer.surense.com/reference/getdocumentsurls.md): Get URLs for multiple documents. - [Get document types](https://developer.surense.com/reference/getdocumenttypes.md): Get all document types.` - [Search documents](https://developer.surense.com/reference/searchdocuments.md): Search documents with filtering and pagination. - [Update a document](https://developer.surense.com/reference/updatedocument.md): Update a document. - [Update multiple documents](https://developer.surense.com/reference/updatedocuments.md): Update multiple documents. - [Create an employer](https://developer.surense.com/reference/createemployer.md): Create a new employer. - [Delete an employer](https://developer.surense.com/reference/deleteemployer.md): Delete a specific employer by its UUID. - [Get an employer](https://developer.surense.com/reference/getemployer.md): Retrieve a specific employer by its UUID. - [Search employers](https://developer.surense.com/reference/searchemployers.md): Search employers with filtering and pagination. - [Update an employer](https://developer.surense.com/reference/updateemployer.md): Update an employer. - [Download export file](https://developer.surense.com/reference/downloademployerexport.md): Export employers in a 3-stage process: (1) Filter and choose which employers to export using `POST /employers/exports` - works like `POST /employers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /employers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /employers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 3 of 3: Download the file.** - [Export employers](https://developer.surense.com/reference/exportemployers.md): Export employers in a 3-stage process: (1) Filter and choose which employers to export using `POST /employers/exports` - works like `POST /employers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /employers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /employers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 1 of 3: Filter and choose which employers to export.** - [Get export record](https://developer.surense.com/reference/getemployerexportrecord.md): Export employers in a 3-stage process: (1) Filter and choose which employers to export using `POST /employers/exports` - works like `POST /employers/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /employers/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /employers/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 2 of 3: Check export status.** - [Download export file](https://developer.surense.com/reference/downloadleadexport.md): Export leads in a 3-stage process: (1) Filter and choose which leads to export using `POST /leads/exports` - works like `POST /leads/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /leads/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /leads/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 3 of 3: Download the file.** - [Export leads](https://developer.surense.com/reference/exportleads.md): Export leads in a 3-stage process: (1) Filter and choose which leads to export using `POST /leads/exports` - works like `POST /leads/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /leads/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /leads/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 1 of 3: Filter and choose which leads to export.** - [Get export record](https://developer.surense.com/reference/getleadexportrecord.md): Export leads in a 3-stage process: (1) Filter and choose which leads to export using `POST /leads/exports` - works like `POST /leads/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /leads/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /leads/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 2 of 3: Check export status.** - [Get all lead statuses](https://developer.surense.com/reference/getleadstatuses.md): Get all lead statuses. - [Get all lead types](https://developer.surense.com/reference/getleadtypes.md): Get all lead types. - [Add an item to a checklist](https://developer.surense.com/reference/addleadchecklistitem.md): Add an item to a checklist. - [Create a lead](https://developer.surense.com/reference/createlead.md): Create a new lead. - [Create a checklist](https://developer.surense.com/reference/createleadchecklist.md): Create a checklist. You can create a new checklist with either a name + position or from a templateId. - [Delete a lead](https://developer.surense.com/reference/deletelead.md): Delete a specific lead by its UUID. - [Delete a checklist](https://developer.surense.com/reference/deleteleadchecklist.md): Delete a specific checklist from a lead. - [Delete a checklist item](https://developer.surense.com/reference/deleteleadchecklistitem.md): Delete a specific item from a lead checklist. - [Get a lead](https://developer.surense.com/reference/getlead.md): Retrieve a specific lead by its UUID. Leads can be found when using `POST /leads/search` - [Search leads](https://developer.surense.com/reference/searchleads.md): Search leads with filtering and pagination. - [Update a lead](https://developer.surense.com/reference/updatelead.md): Update a specific lead. - [Update a checklist](https://developer.surense.com/reference/updateleadchecklist.md): Update a checklist. - [Update a checklist item](https://developer.surense.com/reference/updateleadchecklistitem.md): Update a checklist item. Useful for marking items as done. - [Update multiple leads](https://developer.surense.com/reference/updateleads.md): Update multiple leads. - [Get a licensee](https://developer.surense.com/reference/getlicensee.md): Retrieve a specific licensee by its UUID. - [List all licensees](https://developer.surense.com/reference/listlicensees.md): Get the list of all licensees. - [Download export file](https://developer.surense.com/reference/downloadmeetingexport.md): Export meetings in a 3-stage process: (1) Filter and choose which meetings to export using `POST /meetings/exports` - works like `POST /meetings/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /meetings/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /meetings/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 3 of 3: Download the file.** - [Export meetings](https://developer.surense.com/reference/exportmeetings.md): Export meetings in a 3-stage process: (1) Filter and choose which meetings to export using `POST /meetings/exports` - works like `POST /meetings/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /meetings/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /meetings/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 1 of 3: Filter and choose which meetings to export.** - [Get export record](https://developer.surense.com/reference/getmeetingexportrecord.md): Export meetings in a 3-stage process: (1) Filter and choose which meetings to export using `POST /meetings/exports` - works like `POST /meetings/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /meetings/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /meetings/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 2 of 3: Check export status.** - [Add an item to a checklist](https://developer.surense.com/reference/addmeetingchecklistitem.md): Add an item to a checklist. - [Create a meeting](https://developer.surense.com/reference/createmeeting.md): Create a new meeting. The meeting can be linked to a lead by providing the leadId field. - [Create a checklist](https://developer.surense.com/reference/createmeetingchecklist.md): Create a checklist. You can create a new checklist with either a name + position or from a templateId. - [Delete a meeting](https://developer.surense.com/reference/deletemeeting.md) - [Delete a checklist](https://developer.surense.com/reference/deletemeetingchecklist.md): Delete a specific checklist from a meeting. - [Delete a checklist item](https://developer.surense.com/reference/deletemeetingchecklistitem.md): Delete a specific item from a meeting checklist. - [Get a meeting](https://developer.surense.com/reference/getmeeting.md): Retrieve a specific meeting by its UUID. Meetings can be found when using `POST /meetings/search` - [Search meetings](https://developer.surense.com/reference/searchmeetings.md): Search meetings with filtering and pagination. - [Update a meeting](https://developer.surense.com/reference/updatemeeting.md) - [Update a checklist](https://developer.surense.com/reference/updatemeetingchecklist.md): Update a checklist. - [Update a checklist item](https://developer.surense.com/reference/updatemeetingchecklistitem.md): Update a checklist item. Useful for marking items as done. - [Get a task](https://developer.surense.com/reference/getmyworktask.md): Retrieve a specific task by its ID. - [Search delegated tasks](https://developer.surense.com/reference/searchmyworkdelegated.md): Search delegated tasks with filtering and pagination. Task IDs can be found when using `POST /mywork/delegated` under the field named 'id'. - [Search done tasks](https://developer.surense.com/reference/searchmyworkdone.md): Search done tasks with filtering and pagination. Task IDs can be found when using `POST /mywork/done` under the field named 'id'. - [Search to-do tasks](https://developer.surense.com/reference/searchmyworktodo.md): Search to-do tasks with filtering and pagination. Task IDs can be found when using `POST /mywork/todo` under the field named 'id'. - [Update a task](https://developer.surense.com/reference/updatemyworktask.md): Update a task. Task IDs can be found when using `POST /mywork/todo`, `POST /mywork/done`, or `POST /mywork/delegated` under the field named 'id'. - [Get all product types](https://developer.surense.com/reference/getproducttypes.md): Get all available product types. Returns a list of non-obsolete product types. - [Search products](https://developer.surense.com/reference/searchproducts.md): Search products with filtering and pagination. Returns a paginated list of products matching the search criteria. - [Create a reminder](https://developer.surense.com/reference/createreminder.md): Create a new reminder. - [Delete a reminder](https://developer.surense.com/reference/deletereminder.md): Delete a specific reminder by its UUID. - [Get a reminder](https://developer.surense.com/reference/getreminder.md): Retrieve a specific reminder by its UUID. - [Search reminders](https://developer.surense.com/reference/searchreminders.md): Search reminders with filtering and pagination. - [Update a reminder](https://developer.surense.com/reference/updatereminder.md) - [Generate a report](https://developer.surense.com/reference/generatereport.md): Generate a new report. - [Generate a URL for a report record](https://developer.surense.com/reference/generatereporturl.md): Generate a URL for a report record. Returns the URL of the report. - [Get a report record](https://developer.surense.com/reference/getreport.md): Retrieve a specific report record by its UUID. - [Get report providers](https://developer.surense.com/reference/getreportproviders.md): Get all report providers. - [Create a supervisor](https://developer.surense.com/reference/createsupervisor.md): Create a new supervisor. Requires tenantAdmin permissions. - [Delete a supervisor](https://developer.surense.com/reference/deletesupervisor.md): Delete a specific supervisor by its UUID. Requires tenantAdmin permissions. - [Get a supervisor](https://developer.surense.com/reference/getsupervisor.md): Retrieve a specific supervisor by its UUID. Requires tenantAdmin permissions. - [Get all supervisors](https://developer.surense.com/reference/getsupervisors.md): Get all supervisors. Requires tenantAdmin permissions. - [Update a supervisor](https://developer.surense.com/reference/updatesupervisor.md): Update a supervisor. Requires tenantAdmin permissions. - [Download E9100 data files](https://developer.surense.com/reference/downloade9100.md): Download E9100 data files. Returns all the relevant files. Use Submit E9100 event to Swiftness to get the event ID, `POST /swiftness/e9100/events`. - [List all Swiftness accounts](https://developer.surense.com/reference/listswiftnessaccounts.md): Get the list of all Swiftness accounts. - [Submit E9100 event to Swiftness](https://developer.surense.com/reference/submite9100event.md): Submit E9100 event to Swiftness. Use Download E9100 data files to get the data files, `POST /swiftness/e9100/download`. - [Delete a tag](https://developer.surense.com/reference/deletetag.md): Delete a specific tag by its UUID. - [Get all tags](https://developer.surense.com/reference/gettags.md): Get all tags. Tags are global and can be added to customers, leads, etc. - [Update tags](https://developer.surense.com/reference/updatetags.md): Update tags. Tags are global and can be added to customers, leads, etc. - [List users](https://developer.surense.com/reference/listusers.md): Get the list of all users. - [Download export file](https://developer.surense.com/reference/downloadworkflowexport.md): Export workflows is a 3-stage process: (1) Filter and choose which workflows to export using `POST /workflows/exports` - works like `POST /workflows/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /workflows/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /workflows/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 3 of 3: Download the file.** - [Export workflows](https://developer.surense.com/reference/exportworkflows.md): Export workflows is a 3-stage process: (1) Filter and choose which workflows to export using `POST /workflows/exports` - works like `POST /workflows/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /workflows/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /workflows/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 1 of 3: Filter and choose which workflows to export.** - [Get export record](https://developer.surense.com/reference/getworkflowexportrecord.md): Export workflows is a 3-stage process: (1) Filter and choose which workflows to export using `POST /workflows/exports` - works like `POST /workflows/search` with filtering, returns the UUID of the export record. (2) Check export status using `GET /workflows/exports/{id}` - status can be `INITIATED`, `PROCESSING`, `PROCESSED`, or `FAILED`. (3) Download the file using `POST /workflows/exports/{id}/download` - returns the URL of the file in the `url` field that can be fetched using a simple HTTP GET request. **This is Stage 2 of 3: Check export status.** - [Get all workflow statuses](https://developer.surense.com/reference/getworkflowstatuses.md): Get all workflow statuses. - [Get all workflow types](https://developer.surense.com/reference/getworkflowtypes.md): Get all workflow types. - [Add an item to a checklist](https://developer.surense.com/reference/addworkflowchecklistitem.md): Add an item to a checklist. - [Create a workflow](https://developer.surense.com/reference/createworkflow.md): Create a new workflow. Can be linked to leads, employers, and products. - [Create a checklist](https://developer.surense.com/reference/createworkflowchecklist.md): Create a checklist. - [Delete a workflow](https://developer.surense.com/reference/deleteworkflow.md): Delete a workflow. - [Delete a checklist](https://developer.surense.com/reference/deleteworkflowchecklist.md): Delete a checklist. - [Delete an item from a checklist](https://developer.surense.com/reference/deleteworkflowchecklistitem.md): Delete an item from a checklist. - [Get a workflow](https://developer.surense.com/reference/getworkflow.md): Get a workflow. - [Search workflows](https://developer.surense.com/reference/searchworkflows.md): Search workflows with filtering and pagination. - [Update a workflow](https://developer.surense.com/reference/updateworkflow.md): Update a workflow. - [Update a checklist](https://developer.surense.com/reference/updateworkflowchecklist.md): Update a checklist. - [Update an item in a checklist](https://developer.surense.com/reference/updateworkflowchecklistitem.md): Update a checklist item. Useful for marking items as done. Fetch workflows using `POST /workflows/search`, get workflow details with `GET /workflows/{id}` to see the checklists and checklist items inside of each checklist. - [Update multiple workflows](https://developer.surense.com/reference/updateworkflows.md): Update multiple workflows.