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Guides API Reference

v1.0

API Reference

v1.0Guides API Reference

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Customers

Customers Settings
Customers
Customers Reports
Meeting Summaries
Exports

LEADS

Leads Settings
- Get all lead typesget
- Get all lead statusesget
Leads
Exports

WORKFLOWS

Workflows Settings
- Get all workflow typesget
- Get all workflow statusesget
Workflows
Exports

MEETINGS

Meetings
Exports

REMINDERS

Get a reminderget
Search reminderspost
Create a reminderpost
Update a reminderpatch
Delete a reminderdel

EMPLOYERS

Employers
Exports

CONTACTS

Search contactspost
Create a contactpost
Update a contactpatch
Export contactspost
Get export recordget
Download export filepost

DOCUMENTS

Get document typesget
Get a documentget
Search documentspost
Get documents URLspost
Update a documentpatch
Update multiple documentspatch
Delete a documentdel

MY WORK

Search to-do taskspost
Search done taskspost
Search delegated taskspost
Get a taskget
Update a taskpatch

ACTIVITIES

Search activity log for activities/emails/callspost
Activities
Emails
Telephony

SWIFTNESS

List all Swiftness accountsget
Submit E9100 event to Swiftnesspost
Download E9100 data filespost

SUPERVISORS

Get all supervisorsget
Get a supervisorget
Create a supervisorpost
Update a supervisorpatch
Delete a supervisordel

LICENSEES

List all licenseesget
Get a licenseeget

AGENT NUMBERS

Search agent numberspost
Create agent numberspost
Update an agent numberput
Export agent numberspost
Get export recordget
Download export filepost

Data Import

Get data import providersget
Initiate a data importpost
Start a data importpost
Get a data import recordget

TAGS

Get all tagsget
Update tagsput
Delete a tagdel

REPORTS

Get report providersget
Generate a reportpost
Generate a URL for a report recordpost
Get a report recordget

Users

List usersget

Companies

Search companiespost

Products

Get all product typesget
Search productspost

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