Login
Obtain the auth token of the user
Request
Field | Type | Description |
---|---|---|
method | string | "Login" |
parameters | object[] | An object with data for the method |
string | User email | |
password | string | User password |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
token | string | Authorization token |
user | object[] | Logged user basic information |
error |
string | Error message |
Response success example
Response error example
GetProfiles
Gets a list of profiles for the logged user
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetProfiles" |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
profiles | object[] | List of profile objects |
error |
string | Error message |
Response success example
Response error example
GetStages
Gets a list of stages of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetStages" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
stages | object[] | List of stage objects |
error |
string | Error message |
Response success example
Response error example
GetCountries
Gets a list of valid countries
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetCountries" |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
countries | object[] | List of countries |
error |
string | Error message |
Response success example
Response error example
GetStates
Gets a list of states of selected country
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetStates" |
parameters | object[] | An object with data for the method |
country | string | The code of the country |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
country | MX | Code of country |
states | object[] | List of states |
error |
string | Error message |
Response success example
Response error example
GetUsers
Gets a list of users
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetUsers" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
users | object[] | List of user objects |
error |
string | Error message |
Response success example
Response error example
GetCompanies
Gets a list of companies for selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetCompanies" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
company_type
|
array[] | An array of company_type ids. Obtained from the Companies.GetTypes method |
company_industry
|
array[] | An array of company_industry ids. Obtained from the Companies.GetIndustries method |
created_at
|
object[] | An object containing the creation date ranges |
from
|
string | The min created at date of the company. Use format DD/MM/YY |
to
|
string | The max created at date of the company. Use format DD/MM/YY |
with_inputs
|
boolean | Indicates if we want to include input information for each company |
with_contacts
|
boolean | Indicates if we want to include contact information for each company |
with_addresses
|
boolean | Indicates if we want to include disclosed address information for each company |
query
|
string | Search query string |
pagination
|
integer | Number of items to paginate. Default is 500 |
page
|
integer | Add this if you want to start on a specific page |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
total | integer | Total number of opportunity objects |
current_page | integer | Current results page of opportunity objects |
last_page | integer | Last results page of opportunity objects |
companies | object[] | List of company objects |
error |
string | Error message |
Response success example
Response error example
GetTypes
Gets a list of company types of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetTypes" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
types | object[] | List of type objects |
error |
string | Error message |
Response success example
Response error example
GetIndustries
Gets a list of industries of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetIndustries" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
industries | object[] | List of industry objects |
error |
string | Error message |
Response success example
Response error example
GetInputs
Gets a list of company inputs of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetInputs" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
inputs | object[] | List of input objects |
error |
string | Error message |
Response success example
Response error example
CreateCompany
Creates a Company
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "CreateCompany" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
name | string | The name of the Company |
type_id | integer | The id of the company type |
industry_id | integer | The id of the company industry |
website
|
string | The website of the company |
phone
|
string | The phone of the company |
billing_name
|
string | The billing name of the company |
rfc
|
string | The rfc of the company |
shipping_address
|
object[] | An object containing the shipping address of the company |
country | string | The country code. Obtained from the Profiles.GetCountries method |
state | string | The state code. Obtained from the Profiles.GetStates method |
street | string | The street address |
number | string | The number of the house |
interior_number | string | The interior number if any |
zip | string | The zip code |
suburb | string | The suburb if any |
city | string | The city |
latitude
|
string | The latitude coordinate |
longitude
|
string | The longitude coordinate |
billing_address
|
object[] | An object containing the billing address of the company |
country | string | The country code. Obtained from the Profiles.GetCountries method |
state | string | The state code. Obtained from the Profiles.GetStates method |
street | string | The street address |
number | string | The number of the house |
interior_number | string | The interior number if any |
zip | string | The zip code |
suburb | string | The suburb if any |
city | string | The city |
latitude
|
string | The latitude coordinate |
longitude
|
string | The longitude coordinate |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
company | object[] | An object containing the company data |
error |
string | Error message |
Response success example
Response error example
GetCompany
Get a company by search
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetCompany" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
search_by | string | The value type we are gonna use to search for the company. Supported options: 'id' or 'client_number' |
search_value | string | The value that we are gonna use to search for our company |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
company | object[] | Company object |
error |
string | Error message |
Response success example
Response error example
GetContacts
Gets a list of contacts for selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetContacts" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
company_id
|
integer | The id of the company |
origin_id
|
array[] | An array of origin ids. Obtained from the Contacts.GetOrigins method |
title_id
|
array[] | An array of title ids. Obtained from the Contacts.GetTitles method |
position_id
|
array[] | An array of position ids. Obtained from the Contacts.GetPositions method |
department_id
|
array[] | An array of department ids. Obtained from the Contacts.GetDepartments method |
created_at
|
object[] | An object containing the creation date ranges |
from
|
string | The min created at date of the company. Use format DD/MM/YY |
to
|
string | The max created at date of the company. Use format DD/MM/YY |
with_inputs
|
boolean | Indicates if we want to include input information for each company |
with_addresses
|
boolean | Indicates if we want to include disclosed address information for each company |
query
|
string | Search query string |
pagination
|
integer | Number of items to paginate. Default is 500 |
page
|
integer | Add this if you want to start on a specific page |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
total | integer | Total number of opportunity objects |
current_page | integer | Current results page of opportunity objects |
last_page | integer | Last results page of opportunity objects |
contacts | object[] | List of contact objects |
error |
string | Error message |
Response success example
Response error example
GetOrigins
Gets a list of contact origins of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetOrigins" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
origins | object[] | List of origin objects |
error |
string | Error message |
Response success example
Response error example
GetTitles
Gets a list of titles of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetTitles" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
titles | object[] | List of title objects |
error |
string | Error message |
Response success example
Response error example
GetDepartments
Gets a list of departments of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetDepartments" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
departments | object[] | List of department objects |
error |
string | Error message |
Response success example
Response error example
GetPositions
Gets a list of positions of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetPositions" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
positions | object[] | List of position objects |
error |
string | Error message |
Response success example
Response error example
GetInputs
Gets a list of contact inputs of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetInputs" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
inputs | object[] | List of input objects |
error |
string | Error message |
Response success example
Response error example
CreateContact
Creates a Contact
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "CreateContact" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
company_id | integer | The id of the company this contact belongs to |
name | string | The name of the Contact |
surname | string | The surname of the Contact |
mother_surname
|
string | The mother surname of the Contact |
title_id
|
integer | The id of the contact title |
origin_id | integer | The id of the contact origin |
position_id
|
integer | The id of the contact position |
department_id
|
integer | The id of the contact department |
phone_office
|
string | The phone of the contact's office |
phone_office_extension
|
string | The phone extension of the contact's office |
phone_mobile
|
string | The mobile phone of the contact |
phone_other
|
string | Another phone of the contact |
email
|
string | The email of the contact |
skype
|
string | The skype of the contact |
linkedin
|
string | The linkedin of the contact |
twitter
|
string | The twitter of the contact |
shipping_address
|
object[] | An object containing the shipping address of the contact |
country | string | The country code. Obtained from the Profiles.GetCountries method |
state | string | The state code. Obtained from the Profiles.GetStates method |
street | string | The street address |
number | string | The number of the house |
interior_number | string | The interior number if any |
zip | string | The zip code |
suburb | string | The suburb if any |
city | string | The city |
latitude
|
string | The latitude coordinate |
longitude
|
string | The longitude coordinate |
billing_address
|
object[] | An object containing the billing address of the contact |
country | string | The country code. Obtained from the Profiles.GetCountries method |
state | string | The state code. Obtained from the Profiles.GetStates method |
street | string | The street address |
number | string | The number of the house |
interior_number | string | The interior number if any |
zip | string | The zip code |
suburb | string | The suburb if any |
city | string | The city |
latitude
|
string | The latitude coordinate |
longitude
|
string | The longitude coordinate |
assistant
|
object[] | An object containing the contact's assistant information |
name | string | The assistant's name |
surname | string | The assistant's surname |
mother_surname
|
string | The assistant's mother surname |
phone_office
|
string | The office phone number |
phone_office_extension
|
string | The office phone number extension if any |
email
|
string | The email |
skype
|
string | The skype account |
linkedin
|
string | The linkedin account |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
contact | object[] | An object containing the contact data |
error |
string | Error message |
Response success example
Response error example
GetContact
Gets a contact by search
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetContact" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
company_id
|
integer | The id of the company |
search_by | string | The value type we are gonna use to search for the contact. Supported options: 'id' or 'email' |
search_value | string | The value that we are gonna use to search for our contact |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
contact | object[] | An object containing the contact data |
error |
string | Error message |
Response success example
Response error example
GetProducts
Gets a list of products
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetProducts" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
with_inputs
|
boolean | Indicates if we want to include input information for each product |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
products | object[] | List of product objects |
error |
string | Error message |
Response success example
Response error example
GetCategories
Gets a list of categories
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetCategories" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
categories | object[] | List of category objects |
error |
string | Error message |
Response success example
Response error example
GetValidities
Gets a list of validities
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetValidities" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
validities | object[] | List of validity objects |
error |
string | Error message |
Response success example
Response error example
GetDiscounts
Gets a list of discounts
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetDiscounts" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
discounts | object[] | List of discount objects |
error |
string | Error message |
Response success example
Response error example
GetMeasures
Gets a list of measures
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetMeasures" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
measures | object[] | List of measure objects |
error |
string | Error message |
Response success example
Response error example
GetTaxes
Gets a list of taxes
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetTaxes" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
taxes | object[] | List of tax objects |
error |
string | Error message |
Response success example
Response error example
GetInputs
Gets a list of inputs
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetInputs" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
inputs | object[] | List of input objects |
error |
string | Error message |
Response success example
Response error example
CreateProduct
Creates a Product
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "CreateProduct" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
name | string | The name of the product |
short_name
|
string | The short name of the product |
value | float | The value of the product |
sku
|
string | The sku of the product |
description
|
string | The description of the product |
profile_currency_type_id
|
string | The id of the currency type |
product_discount_id
|
string | The id of the discount |
product_validity_id
|
string | The id of the validity |
product_measury_id
|
string | The id of the measury |
product_category_id
|
string | The id of the category |
taxes
|
array | An array of ids for the taxes |
inputs
|
object[] | An object containing the values of the inputs in key: value format where the key is the slug of the input and the value is the value of the input |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
product | object[] | An object containing the product data |
error |
string | Error message |
Response success example
Response error example
EditProduct
Edits a Product
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "EditProduct" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
product_id | integer | The id of the product |
name | string | The name of the product |
short_name
|
string | The short name of the product |
value | float | The value of the product |
sku
|
string | The sku of the product |
description
|
string | The description of the product |
profile_currency_type_id
|
string | The id of the currency type |
product_discount_id
|
string | The id of the discount |
product_validity_id
|
string | The id of the validity |
product_measury_id
|
string | The id of the measury |
product_category_id
|
string | The id of the category |
taxes
|
array | An array of ids for the taxes |
inputs
|
object[] | An object containing the values of the inputs in key: value format where the key is the slug of the input and the value is the value of the input |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
product | object[] | An object containing the product data |
error |
string | Error message |
Response success example
Response error example
GetInputs
Gets a list of opportunity inputs of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetInputs" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
inputs | object[] | List of input objects |
error |
string | Error message |
Response success example
Response error example
GetOpportunities
Gets a list of opportunities for selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetOpportunities" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
user_id
|
integer | The id of the user |
status
|
string | The status of the opportunity. Supported options: 'active', 'pending', 'won' or 'lost' |
contact_type
|
string | The contact type of the opportunity. Supported options: 'new' or 'existing' |
operation_type
|
string | The operation type of the opportunity. Supported options: 'new' or 'renew' |
stage
|
array[] | An array of stage ids. . Obtained from the Profiles.GetStages method |
contact_origin
|
array[] | An array of contat_origin ids. Obtained from the Contacts.GetOrigins method |
company_industry
|
array[] | An array of company_industry ids. Obtained from the Companies.GetIndustries method |
value
|
object[] | An object containing the value ranges |
from
|
string | The min value of the opportunity |
to
|
string | The max value of the opportunity |
created_at
|
object[] | An object containing the creation date ranges |
from
|
string | The min created at date of the opportunity. Use format DD/MM/YY |
to
|
string | The max created at date of the opportunity. Use format DD/MM/YY |
estimated_end_at
|
object[] | An object containing the estimated end date ranges |
from
|
string | The min estimated end date of the opportunity. Use format DD/MM/YY |
to
|
string | The max estimated end date of the opportunity. Use format DD/MM/YY |
closed_at
|
object[] | An object containing the closed at date ranges |
from
|
string | The min closed at date of the opportunity. Use format DD/MM/YY |
to
|
string | The max closed at date of the opportunity. Use format DD/MM/YY |
with_user
|
boolean | Indicates if we want to include user information for each opportunity |
with_company
|
boolean | Indicates if we want to include company information for each opportunity |
with_contact
|
boolean | Indicates if we want to include contact information for each opportunity |
with_products
|
boolean | Indicates if we want to include product information for each opportunity |
with_inputs
|
boolean | Indicates if we want to include input information for each opportunity |
query
|
string | Search query string |
pagination
|
integer | Number of items to paginate. Default is 500 |
page
|
integer | Add this if you want to start on a specific page |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
total | integer | Total number of opportunity objects |
current_page | integer | Current results page of opportunity objects |
last_page | integer | Last results page of opportunity objects |
opportunities | object[] | List of opportunity objects |
error |
string | Error message |
Response success example
Response error example
CreateOpportunity
Creates an Opportunity
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "CreateOpportunity" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
user_id | integer | The id of the user that will own the opportunity |
title | string | The title of the opportunity |
value | float | The value of the opportunity |
estimated_end_at | string | The estimated end date of the opportunity. Use format DD/MM/YY |
prospect_type | string | The prospect type of the opportunity. Supported options: 'new' or 'existing' |
operation_type | string | The operation type of the opportunity. Supported options: 'new' or 'renew' |
stage_id | integer | The id of the stage the opportunity will be created at |
company_id | integer | The id of the company the opportunity will be created for |
contact_id | integer | The id of the contact the opportunity will be created for. The contact must belong to the company selected |
campaign_id
|
string | The id of the campaign the opportunity will be created for |
want_products | boolean | Indicates if the opportunity has products or not |
want_tax | boolean | Indicates if the opportunity products will have tax or not |
products
|
object[] | An object containing the information of the products |
product_id | integer | The id of the product |
amount | integer | The amount of products that the opportunity contains |
price | float | The price for each unit of the product |
discount | float | The discount applied for each product |
tax | float | Amount or percentage of the tax applied to the product. from 0.00 to 1.00 |
total | float | The total amount for this product |
notify | boolean | Indicates if we want a notification to be sent to the user |
comment
|
string | The comment that will be sent on the notification |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
opportunity | object[] | An object containing the opportunity data |
error |
string | Error message |
Response success example
Response error example
GetOpportunity
Gets an opportunity
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetOpportunity" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
opportunity_id | integer | The id of the opportunity |
with_user
|
boolean | Indicates if we want to include user information |
with_company
|
boolean | Indicates if we want to include company information |
with_contact
|
boolean | Indicates if we want to include contact information |
with_products
|
boolean | Indicates if we want to include product information |
with_inputs
|
boolean | Indicates if we want to include input information |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
opportunity | object[] | Opportunity object |
error |
string | Error message |
Response success example
Response error example
GetTickets
Gets a list of tickets for selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetTickets" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
tickets | object[] | List of tickets objects |
error |
string | Error message |
Response success example
Response error example
GetOrigins
Gets a list of tickets origins of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetOrigins" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
origins | object[] | List of origin objects |
error |
string | Error message |
Response success example
Response error example
GetCases
Gets a list of tickets cases of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetCases" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
cases | object[] | List of cases objects |
error |
string | Error message |
Response success example
Response error example
GetPriorities
Gets a list of tickets priorities of selected profile
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "GetPriorities" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
priorities | object[] | List of priorities objects |
error |
string | Error message |
Response success example
Response error example
CreateTicket
Creates a ticket
Header
Field | Type | Description |
---|---|---|
Authorization | string | "Bearer " + Authentication token which was received as the result of Auth.Login method. |
Request
Field | Type | Description |
---|---|---|
method | string | "CreateTicket" |
parameters | object[] | An object with data for the method |
profile_id | integer | The id of the profile |
title | string | The title of the ticket |
description | string | The description of the ticket |
company_id | integer | The id of the company the ticket will be created for |
contact_id
|
integer | The id of the contact the ticket will be created for. The contact must belong to the company selected |
opportunity_id
|
integer | The id of the opportunity linked to the ticket |
user_id | integer | The id of the user that will own the ticket |
origin_id | integer | The id of the ticket origin |
case_id | integer | The id of the ticket case |
priority_id | integer | The id of the ticket priority |
estimated_end_at | string | The estimated end date of the ticket. Use format YYYY-MM-DD |
notify | boolean | Indicates if we want a notification to be sent to the user |
comment
|
string | The comment that will be sent on the notification |
Request example
Response
Field | Type | Description |
---|---|---|
success | boolean | Indicates if successfull |
response | object[] | An object containing the response data |
ticket | object[] | An object containing the ticket data |
error |
string | Error message |
Response success example
Response error example