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v1.0
API Reference
v1.0
Guides
API Reference
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Customers
Customers Settings
Get all customer sources
get
Get all customer statuses
get
Get all customer classes
get
Customers
Get a customer
get
Search customers
post
Create a customer
post
Update a customer
patch
Update multiple customers
patch
Delete a customer
del
Search customers having birthdays today
post
Search customers having recent birthdays
post
Search customers having upcoming birthdays
post
Customers Reports
Generate a report for a specific customer
post
Get a report
get
Generate a URL for a report
post
Search reports for a specific customer
post
Send a report
post
Delete a report
del
Meeting Summaries
Search meeting summaries
post
Get a meeting summary
get
Get a meeting summary URL
post
Save a draft meeting summary
post
Send a meeting summary
post
Delete a meeting summary
del
Exports
Export customers
post
Get export record
get
Download export file
post
LEADS
Leads Settings
Get all lead types
get
Get all lead statuses
get
Leads
Get a lead
get
Search leads
post
Create a lead
post
Update a lead
patch
Update multiple leads
patch
Delete a lead
del
Create a checklist
post
Update a checklist
put
Delete a checklist
del
Add an item to a checklist
post
Update a checklist item
patch
Delete a checklist item
del
Exports
Export leads
post
Get export record
get
Download export file
post
WORKFLOWS
Workflows Settings
Get all workflow types
get
Get all workflow statuses
get
Workflows
Get a workflow
get
Search workflows
post
Create a workflow
post
Update a workflow
patch
Update multiple workflows
patch
Delete a workflow
del
Create a checklist
post
Update a checklist
put
Delete a checklist
del
Add an item to a checklist
post
Update an item in a checklist
patch
Delete an item from a checklist
del
Exports
Export workflows
post
Get export record
get
Download export file
post
MEETINGS
Meetings
Get a meeting
get
Search meetings
post
Create a meeting
post
Update a meeting
patch
Delete a meeting
del
Create a checklist
post
Update a checklist
put
Delete a checklist
del
Add an item to a checklist
post
Update a checklist item
patch
Delete a checklist item
del
Exports
Export meetings
post
Get export record
get
Download export file
post
REMINDERS
Get a reminder
get
Search reminders
post
Create a reminder
post
Update a reminder
patch
Delete a reminder
del
EMPLOYERS
Employers
Get an employer
get
Search employers
post
Create an employer
post
Update an employer
patch
Delete an employer
del
Exports
Export employers
post
Get export record
get
Download export file
post
CONTACTS
Search contacts
post
Create a contact
post
Update a contact
patch
Export contacts
post
Get export record
get
Download export file
post
DOCUMENTS
Get document types
get
Get a document
get
Search documents
post
Get documents URLs
post
Update a document
patch
Update multiple documents
patch
Delete a document
del
MY WORK
Search to-do tasks
post
Search done tasks
post
Search delegated tasks
post
Get a task
get
Update a task
patch
ACTIVITIES
Search activity log for activities/emails/calls
post
Activities
Get an activity
get
Create an activity
post
Update an activity
patch
Delete an activity
del
Emails
Get an email record
get
Get the EML file URL for the email
get
Get the HTML content URL for the email
get
Delete an email record
del
Telephony
Get a call record
get
Search call records
post
Get call recording URL
get
Delete a call record
del
Search blacklisted numbers
post
Create a blacklisted number
post
Delete a blacklisted number
del
SWIFTNESS
List all Swiftness accounts
get
Submit E9100 event to Swiftness
post
Download E9100 data files
post
SUPERVISORS
Get all supervisors
get
Get a supervisor
get
Create a supervisor
post
Update a supervisor
patch
Delete a supervisor
del
LICENSEES
List all licensees
get
Get a licensee
get
AGENT NUMBERS
Search agent numbers
post
Create agent numbers
post
Update an agent number
put
Export agent numbers
post
Get export record
get
Download export file
post
Data Import
Get data import providers
get
Initiate a data import
post
Start a data import
post
Get a data import record
get
TAGS
Get all tags
get
Update tags
put
Delete a tag
del
REPORTS
Get report providers
get
Generate a report
post
Generate a URL for a report record
post
Get a report record
get
Users
List users
get
Companies
Search companies
post
Products
Get all product types
get
Search products
post
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