Leads & CRM
Manage leads & CRM
Lead Overview
GET
‎https://<domain>/<api prefix>/<version>/leads/overview/
This API endpoint will return lead summary and appointments.
Query Parameters
appointment
string
Possible values are: upcoming, today, week, and month.
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
400
Validation Error
appointment
Invalid appointment filter value.
List Leads
GET
‎https://<domain>/<api prefix>/<version>/leads/list/
This API endpoint will return a list of owned leads. Use the same URL to get a list of assigned leads with a query parameter list_type as 'assigned'.
Query Parameters
campaign_slug
string
Get the list of leads under a campaign.
offset
string
limit
string
list_type
string
Possible value is 'assigned'
first_name
string
first name
last_name
string
last name
string
email address
phone
string
phone number
status
string
lead status, possible values are prospect, tentative, potential, closed, contact, and customer.
owner
string
owner username
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token
Sample Code
Node
PHP
List Appointments
GET
‎https://<domain>/<api prefix>/<version>/leads/appointments/list/
This API endpoint will return a list of appointments.
Query Parameters
offset
string
limit
string
datesetting
string
Possible values are on, before, and after.
ondate
string
required when datesettigs is given, Formate: MM/DD/YYYY
status
string
Possible values are pending, rescheduled, cancelled, fullfilled, and confirmed.
lead
string
lead firstname
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token
Sample Code
Node
PHP
Lead Details
GET
‎https://<domain>/<api prefix>/<version>/leads/view/lead/
This API endpoint will return details of a lead.
Query Parameters
slug
string
Lead slug.
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
400
Validation Error
slug
This field is required and this may not be blank.
Requested slug is invalid.
Create Appointment
POST
‎https://<domain>/<api prefix>/<version>/leads/create/appointment/
This API endpoint will create an appointment in a lead.
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token
Request Body
slug*
string
Lead slug
appointment_date*
string
Appointment date, format: yyyy-mm-dd hh:mm
appointment_to*
string
Appointment to date, format: yyyy-mm-dd hh:mm
appointment_note
string
Appointment note. default value is "Prospect appointment''.
appointment_status
string
Appointment status, possible values are pending, rescheduled, cancelled, fullfilled, and, confirmed. default value is pending.
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
401
Request Failed
Body data not found.
Appointment schedule exists for this time.
End Date Can't be prior to Start Date.
Please Specify a date in the future.
400
Validation Error
slug
This field is required.
This field is may not be blank.
Requested slug is invalid.
You can't take appointment under this lead.
400
Validation Error
appointment_date
This field is required.
This field is may not be blank.
Invalid date format.
400
Validation Error
appointment_to
This field is required.
This field is may not be blank.
Invalid date format.
400
Validation Error
appointment_note
Ensure this field has no more than 200 characters.
400
Validation Error
appointment_status
Invalid appointment status.
Update Appointment
POST
‎https://<domain>/<api prefix>/<version>/leads/update/appointment/
This API endpoint will update an appointment.
Query Parameters
appointment_id
string
Id of appointment.
slug
string
Lead slug.
appointment_date
string
Appointment date, format: yyyy-mm-dd hh-mm
appointment_note
string
mmappointment_note
appointment_to
string
Appointment to date, format: yyyy-mm-dd hh-mm
appointment_status
string
Appointment status, possible values are pending, rescheduled, cancelled, fullfilled, and, confirmed. default value is pending.
Headers
apikey*
string
Apikey
Authrization*
string
Bearer access token
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
401
Request Failed
Body data not found.
Appointment schedule exists for this time.
End Date Can't be prior to Start Date.
Please Specify a date in the future.
You can't update this appointment.
400
Validation Error
appointment_id
This field is required.
This field is may not be blank.
Invalid appointment id.
Requested appointment not found.
400
Validation Error
slug
This field is may not be blank.
Requested slug is invalid.
You can't take appointment under this lead.
400
Validation Error
appointment_date
This field is may not be blank.
Invalid date format.
400
Validation Error
appointment_to
This field is may not be blank.
Invalid date format.
400
Validation Error
appointment_note
Ensure this field has no more than 200 characters.
400
Validation Error
appointment_status
Invalid appointment status.
Delete Appointment
POST
‎https://<domain>/<api prefix>/<version>/leads/delete/appointment/
This API endpoint will delete an appointment.
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token.
Request Body
appointment_id*
string
Appointment id
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
401
Request Failed
You can't delete this appointment.
400
Validation Error
appointment_id
This field is required.
This field is may not be blank.
Invalid appointment id.
Requested appointment not found.
Create Lead
POST
‎https://<domain>/<api prefix>/<version>/v1/leads/create/lead/
This API endpoint will create a lead.
Headers
apikey*
string
Apikey
Authorization*
string
Bearer token
Request Body
first_name*
string
First name.
last_name*
string
Last name.
email*
string
Email address
status
string
Lead status, possible values are prospect, tentative, potential, closed, contact, and customer.
source
string
Lead source, possible values are direct, website, facebook, twitter, instagram, search, pinterest, reddit and, other.
phone*
string
Phone number.
location*
string
Location
message*
string
Lead message.
assignee*
string
Assignee username.
Sample Code
Node
PHP
Error Response
Status Code
Error Type
Field
Description
400
Validation Error
first_name
This field is required.
This field may not be blank.
Ensure this field has no more than 255 characters.
400
Validation Error
last_name
This field is required.
This field may not be blank.
Ensure this field has no more than 255 characters.
400
Validation Error
This field is required.
This field may not be blank.
Ensure this field has no more than 255 characters.
Invalid email.
400
Validation Error
phone
This field is required.
This field may not be blank.
Phone number must be entered in the format: '999999999'. Up to 15 digits allowed.
400
Validation Error
location
Ensure this field has no more than 255 characters.
400
Validation Error
message
Ensure this field has no more than 255 characters.
400
Validation Error
status
<status> is not a valid choice.
400
Validation Error
source
<source> is not a valid choice.
400
Validation Error
assignee
This field may not be blank.
Assignee not found.
Update Lead
POST
‎https://<domain>/<api prefix>/<version>/leads/update/lead/
This API endpoint will update a lead.
Headers
apikey*
string
Apikey
Authorization*
string
Beare access token.
Request Body
slug*
string
Lead slug
first_name*
string
First name.- existing or new
last_name*
string
Last name.- existing or new
email*
string
Email address.- existing or new
status
string
Lead status, possible values are prospect, tentative, potential, closed, contact, and customer.
source
string
Lead source, possible values are direct, website, facebook, twitter, instagram, search, pinterest, reddit and, other.
phone*
string
Phone number.- existing or new.
location*
string
Location
message*
string
Message
assignee*
string
Assignee username.
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
400
Validation Error
slug
This field is required.
This field may not be blank.
Ensure this field has no more than 258 characters.
400
Validation Error
first_name
This field is required.
This field may not be blank.
Ensure this field has no more than 255 characters.
400
Validation Error
last_name
This field is required.
This field may not be blank.
Ensure this field has no more than 255 characters.
400
Validation Error
This field is required.
This field may not be blank.
Ensure this field has no more than 255 characters.
Invalid email.
400
Validation Error
phone
This field is required.
This field may not be blank.
Phone number must be entered in the format: '999999999'. Up to 15 digits allowed.
400
Validation Error
location
Ensure this field has no more than 255 characters.
400
Validation Error
message
Ensure this field has no more than 255 characters.
400
Validation Error
status
<status> is not a valid choice.
400
Validation Error
source
<source> is not a valid choice.
400
Validation Error
assignee
This field may not be blank.
Assignee not found.
401
Request Failed
Requested lead does not esixt.
You are not owner of this lead.
Delete Lead
POST
‎https://<domain>/<api prefix>/<version>/leads/delete/lead/
This API endpoint will delete a lead.
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token
Request Body
slug*
string
Lead slug
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
400
Validation Error
slug
This field is required.
This field may not be blank. Requested lead not found.
Requested lead already has a deleted status.
401
Request Failed
You can't delete this lead.
Create Lead Note
POST
‎https://<domain>/<api prefix>/<version>/leads/create/leadnote/
This API endpoint will create a note on lead.
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token
Request Body
note*
string
Lead note.
slug*
string
Lead slug
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
400
Validation Error
slug
This field is required.
This field may not be blank. Requested lead not found.
Requested lead already has a deleted status.
400
Validation Error
note
This field is required.
This field may not be blank.
Ensure this field has no more than 499 characters.
401
Request Failed
You can't add note on this lead.
Delete Lead Note
POST
‎https://<domain>/<api prefix>/<version>/leads/delete/leadnote/
This API endpoint will delete a note of lead.
Headers
apikey*
string
Apikey
Authorization*
string
Bearer access token
Request Body
note_id*
string
Note id
Sample Code
Node
PHP
Error Responses
Status Code
Error Type
Field
Description
400
Validation Error
note_id
This field is required.
This field may not be blank. Requested note not found.
Invalid note id.
401
Request Failed
You can't delete this note.
Last updated