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HubSpot CRM V2 (Independent Publisher) (Preview)

With the easy-to-use HubSpot CRM, you'll never have to manually update reports or wonder how your team is tracking toward quotas. Get a real-time view of your entire sales pipeline on a visual dashboard. HubSpot CRM will automatically organize, enrich, and track each contact in a tidy timeline.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Troy Taylor
URL https://www.hitachisolutions.com
Email ttaylor@hitachisolutions.com
Connector Metadata
Publisher Troy Taylor
Website https://www.hubspot.com/products/crm
Privacy policy hhttps://legal.hubspot.com/privacy-policy
Categories Sales and CRM

Creating a connection

The connector supports the following authentication types:

Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
Access Token (in the form 'Bearer ${YOUR_TOKEN}') securestring The Access Token (in the form 'Bearer ${YOUR_TOKEN}') for this api True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Add all records from a source list to a destination list

Add all of the records from a source list (specified by the sourceListId) to a destination list (specified by the listId). Records that are already members of the destination list will be ignored. The destination and source list IDs must be different. The destination and source lists must contain records of the same type (e.g. contacts, companies, etc.). This endpoint only works for destination lists that have a processingType of MANUAL or SNAPSHOT. The source list can have any processingType.

Add and or remove records from a list

Add and or remove records that have already been created in the system to and or from a list. This endpoint only works for lists that have a processingType of MANUAL or SNAPSHOT.

Add records to a list

Add the records provided to the list. Records that do not exist or that are already members of the list are ignored. This endpoint only works for lists that have a processingType of MANUAL or SNAPSHOT.

Archive a batch of companies by ID

Archive a batch of companies by identifier.

Archive a batch of contacts by ID

Archive a batch of contacts by identifier.

Archive a batch of deals by ID

Archive a batch of deals by identifier.

Archive a batch of discounts by ID

Archive a batch of discounts by identifier.

Archive a batch of feedback submissions by ID

Archive a batch of feedback submissions by identifier.

Archive a batch of fees by ID

Archive a batch of fees by identifier.

Archive a batch of goal targets by ID

Archive a batch of goal targets by identifier.

Archive a batch of line items by ID

Archive a batch of line items by identifier.

Archive a batch of objects by ID

Archive a batch of objects by identifier.

Archive a batch of products by ID

Archive a batch of products by identifier.

Archive a batch of quotes by ID

Archive a batch of quotes by identifier.

Archive a batch of taxes by ID

Archive a batch of taxes by identifier.

Archive a batch of tickets by ID

Archive a batch of tickets by identifier.

Archive a company by ID

Move an object identified by companyId to the recycling bin.

Archive a contact by ID

Move an object identified by contactId to the recycling bin.

Archive a deal by ID

Move an object identified by dealId to the recycling bin.

Archive a discount

Move an object identified by discountId to the recycling bin.

Archive a fee by ID

Move an object identified by feeId to the recycling bin.

Archive a feedback submission

Move an object identified by feedbackSubmissionId to the recycling bin.

Archive a goal target

Move an object identified by goalTargetId to the recycling bin.

Archive a line item

Move an object identified by lineItemId to the recycling bin.

Archive a product

Move an object identified by productId to the recycling bin.

Archive a quote by ID

Move an object identified by quoteId to the recycling bin.

Archive a tax

Move an object identified by taxId to the recycling bin.

Archive a ticket

Move an object identified by ticketId to the recycling bin.

Archive an object

Move an object identified by objectId to the recycling bin.

Cancel an active import

This allows a developer to cancel an active import.

Create a batch of companies

Create a batch of companies.

Create a batch of contacts

Create a batch of contacts.

Create a batch of deals

Create a batch of deals.

Create a batch of discounts

Create a batch of discounts.

Create a batch of feedback submissions

Create a batch of feedback submissions.

Create a batch of fees

Create a batch of fees.

Create a batch of goal targets

Create a batch of goal targets.

Create a batch of line items

Create a batch of line items.

Create a batch of objects

Create a batch of objects.

Create a batch of products

Create a batch of products.

Create a batch of quotes

Create a batch of quotes.

Create a batch of taxes

Create a batch of taxes.

Create a batch of tickets

Create a batch of tickets.

Create a company

Create a company with the given properties and return a copy of the object, including the identifier.

Create a contact

Create a contact with the given properties and return a copy of the object, including the identifier.

Create a deal

Create a deal with the given properties and return a copy of the object, including the identifier.

Create a discount

Create a discount with the given properties and return a copy of the object, including the identifier.

Create a fee

Create a fee with the given properties and return a copy of the object, including the identifier.

Create a feedback submission

Create a feedback submission with the given properties and return a copy of the object, including the identifier.

Create a goal target

Create a goal target with the given properties and return a copy of the object, including the identifier.

Create a line item

Create a line item with the given properties and return a copy of the object, including the identifier.

Create a new card

Defines a new card that will become active on an account when this app is installed.

Create a product

Create a product with the given properties and return a copy of the object, including the identifier.

Create a tax

Create a tax with the given properties and return a copy of the object, including the identifier.

Create a ticket

Create a ticket with the given properties and return a copy of the object, including the identifier.

Create an object

Create a CRM object with the given properties and return a copy of the object, including the identifier.

Create association labels

Set association labels between two records.

Create batch associations

Batch create associations for objects.

Create default association

Create the default (most generic) association type between two object types.

Create default associations

Create the default (most generic) association type between two object types.

Create quote

Create a quote with the given properties and return a copy of the object, including the identifier.

Delete a card

Permanently deletes a card definition with the given identifier. Once deleted, data fetch requests for this card will no longer be sent to your service. This can't be undone.

Delete a company to follow GDPR

Permanently delete a company and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a contact to follow GDPR

Permanently delete a contact and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a deal to follow GDPR

Permanently delete a deal and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a discount to follow GDPR

Permanently delete a discount and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a fee to follow GDPR

Permanently delete a fee and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a feedback submission to follow GDPR

Permanently delete a feedback submission and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a goal target to follow GDPR

Permanently delete a goal target and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a line item to follow GDPR

Permanently delete a line item and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a product to follow GDPR

Permanently delete a product and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a quote to follow GDPR

Permanently delete a quote and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a tax to follow GDPR

Permanently delete a tax and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete a ticket to follow GDPR

Permanently delete a ticket and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete all records from a list

Remove all of the records from a list. Note: The list is not deleted. This endpoint only works for lists that have a processingType of MANUAL or SNAPSHOT.

Delete an object type to follow GDPR

Permanently delete an object type and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Delete associations

Deletes all associations between two records.

Delete batch associations

Batch delete associations for objects.

Delete specific association labels

Batch delete specific association labels for objects. Deleting an unlabeled association will also delete all labeled associations between those two objects.

Fetch list memberships

Fetch the memberships of a list in order sorted by the recordId of the records in the list. The recordIds are sorted in ascending order if an after offset or no offset is provided. If only a before offset is provided, then the records are sorted in descending order. The after offset parameter will take precedence over the before offset in a case where both are provided.

Get a batch of contacts by ID

Retrieve a batch of contacts by internal identifier, or unique property values.

Get a batch of deals by ID

Retrieve a batch of deals by internal identifier, or unique property values.

Get a batch of discounts by ID

Retrieve a batch of discounts by internal identifier, or unique property values.

Get a batch of feedback submissions by ID

Retrieve a batch of feedback submissions by internal identifier, or unique property values.

Get a batch of fees by ID

Retrieve a batch of fees by internal identifier, or unique property values.

Get a batch of goal targets by ID

Retrieve a batch of goal targets by internal identifier, or unique property values.

Get a batch of line items by ID

Retrieve a batch of line items by internal identifier, or unique property values.

Get a batch of objects by ID

Retrieve a batch of objects by internal identifier, or unique property values.

Get a batch of products by ID

Retrieve a batch of products by internal identifier, or unique property values.

Get a batch of quotes by ID

Retrieve a batch of quotes by internal identifier, or unique property values.

Get a batch of taxes by ID

Retrieve a batch of taxes by internal identifier, or unique property values.

Get a batch of tickets by ID

Retrieve a batch of tickets by internal identifier, or unique property values.

Get a card

Returns the definition for a card with the given identifier.

Get a company by ID

Retrieve an object identified by companyidentifier. companyId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a contact by ID

Retrieve an object identified by contactidentifier. contactId refers to the internal object identifier. Control what is returned via the properties query parameter.

Get a deal

Retrieve an object identified by dealidentifier. dealId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a discount

Retrieve an object identified by discountidentifier. discountId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a fee by ID

Retrieve an object identified by feeidentifier. feeId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a feedback submission

Retrieve an object identified by feedbackSubmissionidentifier. feedbackSubmissionId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a goal target by ID

Retrieve an object identified by goalTargetidentifier. goalTargetId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a product

Retrieve an object identified by productidentifier. productId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a quote by ID

Retrieve an object identified by quoteidentifier. quoteId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a tax by ID

Retrieve an object identified by taxidentifier. taxId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get a ticket

Retrieve an object identified by ticketidentifier. ticketId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get active imports

Returns a paged list of active imports for this account.

Get all cards

Returns a list of cards for a given app.

Get an object by ID

Retrieve an object identified by objectidentifier. objectId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get an owner by ID

Retrieve an owner by given identifier or useridentifier.

Get companies

Retrieve a page of companies. Control what is returned via the properties query parameter.

Get companies by ID

Retrieve a batch of companies by internal identifier, or unique property values.

Get contacts

Retrieve a page of contacts. Control what is returned via the properties query parameter.

Get deals

Retrieve a page of deals. Control what is returned via the properties query parameter.

Get fees

Retrieve a page of fees. Control what is returned via the properties query parameter.

Get goal targets

Retrieve a page of goal targets. Control what is returned via the properties query parameter.

Get import errors

Retrieve a list of errors for an import.

Get line item

Retrieve an object identified by lineItemidentifier. lineItemId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Get line items

Retrieve a page of line items. Control what is returned via the properties query parameter.

Get objects

Retrieve a page of objects. Control what is returned via the properties query parameter.

Get owners

Retrieve a list of owners.

Get products

Retrieve a page of products. Control what is returned via the properties query parameter.

Get sample card detail response

Returns an example card detail response. This is the payload with displayed details for a card that will be shown to a user. An app should send this in response to the data fetch request.

Get task ID status

Retrieve the status for a task identifier.

Get taxes

Retrieve a page of taxes. Control what is returned via the properties query parameter.

Get the information on any import

A complete summary of an import record, including any updates.

Get tickets

Retrieve a page of tickets. Control what is returned via the properties query parameter.

List association types

List all the valid association types available between two object types.

List associations for an object

List all associations of an object by object type. Limit 500 per call.

List discounts

Retrieve a page of discounts. Control what is returned via the properties query parameter.

List feedback submissions

Retrieve a page of feedback submissions. Control what is returned via the properties query parameter.

List quotes

Retrieve a page of quotes. Control what is returned via the properties query parameter.

Merge two companies

Merge two companies with same type.

Merge two contact

Merge two contacts with same type.

Merge two deals

Merge two deals with same type.

Merge two discounts

Merge two discounts with same type.

Merge two feedback submissions

Merge two feedback submissions with same type.

Merge two fees

Merge two fees with same type.

Merge two goal targets

Merge two goal targets with same type.

Merge two line items

Merge two line items with same type.

Merge two objects

Merge two objects with same type.

Merge two products

Merge two products with same type.

Merge two quotes

Merge two quotes with same type.

Merge two taxes

Merge two taxes with same type.

Merge two tickets

Merge two tickets with same type.

Read batch associations

Batch read associations for objects to specific object type. The 'after' field in a returned paging object can be added alongside the 'id' to retrieve the next page of associations from that objectidentifier. The 'link' field is deprecated and should be ignored.

Remove records from a list

Remove the records provided from the list. Records that do not exist or that are not members of the list are ignored. This endpoint only works for lists that have a processingType of MANUAL or SNAPSHOT.

Search by object type

Retrieve a list of objects by object type.

Search companies

Retrieve a list of companies.

Search deals

Retrieve a list of deals.

Search discounts

Retrieve a list of discounts.

Search feedback submissions

Retrieve a list of feedback submissions.

Search for contacts

Retrieve a list of contacts.

Search for fees

Retrieve a list of fees.

Search goal targets

Retrieve a list of goal targets.

Search line items

Retrieve a list of line items.

Search lists

Search lists by list name or page through all lists by providing an empty query value.

Search products

Retrieve a list of products.

Search quotes

Retrieve a list of quotes.

Search taxes

Retrieve a list of taxes.

Search tickets

Retrieve a list of tickets.

Start a new import

Begins importing data from the specified file resources. This uploads the corresponding file and uses the import request object to convert rows in the files to objects.

Start an export

Begins exporting CRM data for the portal as specified in the request body.

Update a batch of companies

Update a batch of companies.

Update a batch of contacts

Update a batch of contacts.

Update a batch of deals

Update a batch of deals.

Update a batch of discounts

Update a batch of discounts.

Update a batch of feedback submissions

Update a batch of feedback submissions.

Update a batch of fees

Update a batch of fees.

Update a batch of goal targets

Update a batch of goal targets.

Update a batch of line items

Update a batch of line items.

Update a batch of objects

Update a batch of objects.

Update a batch of products

Update a batch of products.

Update a batch of quotes

Update a batch of quotes.

Update a batch of taxes

Update a batch of taxes.

Update a batch of tickets

Update a batch of tickets.

Update a card

Update a card definition with new details.

Update a company by ID

Perform a partial update of an object identified by companyidentifier. companyId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a contact by ID

Perform a partial update of an object identified by contactidentifier. contactId refers to the internal object identifier. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a deal

Perform a partial update of an object identified by dealidentifier. dealId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a discount

Perform a partial update of an object identified by discountidentifier. discountId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a fee by ID

Perform a partial update of an object identified by feeidentifier. feeId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a feedback submission

Perform a partial update of an object identified by feedbackSubmissionidentifier. feedbackSubmissionId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a goal target

Perform a partial update of an object identified by goalTargetidentifier. goalTargetId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a line item

Perform a partial update of an object identified by lineItemidentifier. lineItemId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a product

Perform a partial update of an object identified by productidentifier. productId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a quote

Perform a partial update of an object identified by quoteidentifier. quoteId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a tax

Perform a partial update of an object identified by taxidentifier. taxId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update a ticket

Perform a partial update of an object identified by ticketidentifier. ticketId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Update an object

Perform a partial update of an object identified by objectidentifier. objectId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Add all records from a source list to a destination list

Add all of the records from a source list (specified by the sourceListId) to a destination list (specified by the listId). Records that are already members of the destination list will be ignored. The destination and source list IDs must be different. The destination and source lists must contain records of the same type (e.g. contacts, companies, etc.). This endpoint only works for destination lists that have a processingType of MANUAL or SNAPSHOT. The source list can have any processingType.

Parameters

Name Key Required Type Description
List ID
listId True string

The list identifier.

Source List ID
sourceListId True string

The source list identifier.

Returns

response
string

Add and or remove records from a list

Add and or remove records that have already been created in the system to and or from a list. This endpoint only works for lists that have a processingType of MANUAL or SNAPSHOT.

Parameters

Name Key Required Type Description
List ID
listId True string

The list identifier.

Record IDs To Add
recordIdsToAdd array of string

The record identifiers to add.

Record IDs To Remove
recordIdsToRemove array of string

The record identifiers to remove.

Returns

Name Path Type Description
Record IDs Missing
recordIdsMissing array of string

The record identifiers missing.

Record IDs Removed
recordIdsRemoved array of string

The record identifiers removed.

Record IDs Added
recordsIdsAdded array of string

The record identifiers added.

Add records to a list

Add the records provided to the list. Records that do not exist or that are already members of the list are ignored. This endpoint only works for lists that have a processingType of MANUAL or SNAPSHOT.

Parameters

Name Key Required Type Description
List ID
listId True string

The list identifier.

body
body True array of string

Returns

Name Path Type Description
Record IDs Missing
recordIdsMissing array of string

The record identifiers missing.

Record IDs Removed
recordIdsRemoved array of string

The record identifiers removed.

Record IDs Added
recordsIdsAdded array of string

The record identifiers added.

Archive a batch of companies by ID

Archive a batch of companies by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of contacts by ID

Archive a batch of contacts by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of deals by ID

Archive a batch of deals by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of discounts by ID

Archive a batch of discounts by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of feedback submissions by ID

Archive a batch of feedback submissions by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of fees by ID

Archive a batch of fees by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of goal targets by ID

Archive a batch of goal targets by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of line items by ID

Archive a batch of line items by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of objects by ID

Archive a batch of objects by identifier.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

ID
id string

The identifier.

Returns

response
string

Archive a batch of products by ID

Archive a batch of products by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of quotes by ID

Archive a batch of quotes by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of taxes by ID

Archive a batch of taxes by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a batch of tickets by ID

Archive a batch of tickets by identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

response
string

Archive a company by ID

Move an object identified by companyId to the recycling bin.

Parameters

Name Key Required Type Description
Company ID
companyId True string

The company identifier.

Returns

response
string

Archive a contact by ID

Move an object identified by contactId to the recycling bin.

Parameters

Name Key Required Type Description
Contact ID
contactId True string

The contact identifier.

Returns

response
string

Archive a deal by ID

Move an object identified by dealId to the recycling bin.

Parameters

Name Key Required Type Description
Deal ID
dealId True string

The deal identifier.

Returns

response
string

Archive a discount

Move an object identified by discountId to the recycling bin.

Parameters

Name Key Required Type Description
Discount ID
discountId True string

The discount identifier.

Returns

response
string

Archive a fee by ID

Move an object identified by feeId to the recycling bin.

Parameters

Name Key Required Type Description
Fee ID
feeId True string

The fee identifier.

Returns

response
string

Archive a feedback submission

Move an object identified by feedbackSubmissionId to the recycling bin.

Parameters

Name Key Required Type Description
Feedback Submission ID
feedbackSubmissionId True string

The feedback submission identifier.

Returns

response
string

Archive a goal target

Move an object identified by goalTargetId to the recycling bin.

Parameters

Name Key Required Type Description
Goal Target ID
goalTargetId True string

The goal target identifier.

Returns

response
string

Archive a line item

Move an object identified by lineItemId to the recycling bin.

Parameters

Name Key Required Type Description
Line Item ID
lineItemId True string

The line item identifier.

Returns

response
string

Archive a product

Move an object identified by productId to the recycling bin.

Parameters

Name Key Required Type Description
Product ID
productId True string

The product identifier.

Returns

response
string

Archive a quote by ID

Move an object identified by quoteId to the recycling bin.

Parameters

Name Key Required Type Description
Quote ID
quoteId True string

The quote identifier.

Returns

response
string

Archive a tax

Move an object identified by taxId to the recycling bin.

Parameters

Name Key Required Type Description
Tax ID
taxId True string

The tax identifier.

Returns

response
string

Archive a ticket

Move an object identified by ticketId to the recycling bin.

Parameters

Name Key Required Type Description
Ticket ID
ticketId True string

The ticket identifier.

Returns

response
string

Archive an object

Move an object identified by objectId to the recycling bin.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

Object ID
objectId True string

The object identifier.

Returns

response
string

Cancel an active import

This allows a developer to cancel an active import.

Parameters

Name Key Required Type Description
Import ID
importId True string

The import identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of companies

Create a batch of companies.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of contacts

Create a batch of contacts.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of deals

Create a batch of deals.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of discounts

Create a batch of discounts.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of feedback submissions

Create a batch of feedback submissions.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of fees

Create a batch of fees.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of goal targets

Create a batch of goal targets.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of line items

Create a batch of line items.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of objects

Create a batch of objects.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of products

Create a batch of products.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of quotes

Create a batch of quotes.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of taxes

Create a batch of taxes.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a batch of tickets

Create a batch of tickets.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create a company

Create a company with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a contact

Create a contact with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a deal

Create a deal with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a discount

Create a discount with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

nostrudcf
nostrudcf string

nostrudcf.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a fee

Create a fee with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a feedback submission

Create a feedback submission with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a goal target

Create a goal target with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a line item

Create a line item with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a new card

Defines a new card that will become active on an account when this app is installed.

Parameters

Name Key Required Type Description
App ID
appId True string

The app identifier.

Base URLs
baseUrls array of string

The base URL addresses.

Data Type
dataType string

The data type.

Label
label string

The label.

Name
name string

The name.

Label
label string

The label.

Name
name string

The name.

Type
type string

The type.

Name
name string

The name.

Properties To Send
propertiesToSend array of string

The properties to send.

Target URL
targetUrl string

The target URL address.

Card Type
cardType string

The card type.

Serverless Function
serverlessFunction string

The serverless function.

Title
title string

The title.

Returns

Name Path Type Description
Base URLs
actions.baseUrls array of string

The base URL addresses.

Audit History
auditHistory array of object
Action Type
auditHistory.actionType string

The action type.

Application ID
auditHistory.applicationId string

The application identifier.

Authorization Source
auditHistory.authSource string

The authorization source.

Changed At
auditHistory.changedAt string

When changed at.

Initiating User ID
auditHistory.initiatingUserId string

The initiating user identifier.

Object Type ID
auditHistory.objectTypeId string

The object type identifier.

Properties
display.properties array of object
Data Type
display.properties.dataType string

The data type.

Label
display.properties.label string

The label.

Name
display.properties.name string

The name.

Options
display.properties.options array of object
Label
display.properties.options.label string

The label.

Name
display.properties.options.name string

The name.

Type
display.properties.options.type string

The type.

Object Types
fetch.objectTypes array of object
Name
fetch.objectTypes.name string

The name.

Properties To Send
fetch.objectTypes.propertiesToSend array of string

The properties to send.

Target URL
fetch.targetUrl string

The target URL address.

ID
id string

The identifier.

Title
title string

The title.

Created At
createdAt string

When created at.

Updated At
updatedAt string

When updated at.

Create a product

Create a product with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a tax

Create a tax with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create a ticket

Create a ticket with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create an object

Create a CRM object with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Create association labels

Set association labels between two records.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

Object ID
objectId True string

The object identifier.

To Object Type
toObjectType True string

The To object type.

To Object ID
toObjectId True string

The To object identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
From Object ID
fromObjectId string

The From object identifier.

From Object Type ID
fromObjectTypeId string

The From object type identifier.

Labels
labels array of string

The labels.

To Object ID
toObjectId string

The To object identifier.

To Object Type ID
toObjectTypeId string

The To object type identifier.

Create batch associations

Batch create associations for objects.

Parameters

Name Key Required Type Description
From Object Type
fromObjectType True string

The From object type.

To Object Type
toObjectType True string

The To object type.

ID
id string

The identifier.

ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
From Object ID
results.fromObjectId string

The From object identfiier.

From Object Type ID
results.fromObjectTypeId string

The From object type identifier.

Labels
results.labels array of string

The labels.

To Object ID
results.toObjectId string

The To object identifier.

To Object Type ID
results.toObjectTypeId string

The To object type identifier.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Create default association

Create the default (most generic) association type between two object types.

Parameters

Name Key Required Type Description
From Object Type
fromObjectType True string

The From object type.

From Object ID
fromObjectId True string

The From object identifier.

To Object Type
toObjectType True string

The To object type.

To Object ID
toObjectId True string

The To object identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Association Category
results.associationSpec.associationCategory string

The association category.

Association Type ID
results.associationSpec.associationTypeId string

The association type identifier.

ID
results.from.id string

The identifier.

ID
results.to.id string

The identifier.

Started At
startedAt string

When started at.

Status
status string

The status.

Errors
numErrors string

The number of errors.

Requested At
requestedAt string

When requested at.

Errors
errors array of object
Category
errors.category string

The category.

Errors
errors.errors array of object
Message
errors.errors.message string

The message.

Sub Category
errors.errors.subCategory string

The sub category.

Code
errors.errors.code string

The code.

In
errors.errors.in string

The in.

Message
errors.message string

The message.

Status
errors.status string

The status.

ID
errors.id string

The identifier.

Create default associations

Create the default (most generic) association type between two object types.

Parameters

Name Key Required Type Description
From Object Type
fromObjectType True string

The From object type.

To Object Type
toObjectType True string

The To object type.

ID
id string

The identifier.

ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Association Category
results.associationSpec.associationCategory string

The association category.

Association Type ID
results.associationSpec.associationTypeId string

The association type identifier.

ID
results.from.id string

The identifier.

ID
results.to.id string

The identifier.

Started At
startedAt string

When started at.

Status
status string

The status.

Errors
numErrors string

The number of errors.

Requested At
requestedAt string

When requested at.

Errors
errors array of object
Category
errors.category string

The category.

Errors
errors.errors array of object
Message
errors.errors.message string

The message.

Sub Category
errors.errors.subCategory string

The sub category.

Code
errors.errors.code string

The code.

In
errors.errors.in string

The in.

Message
errors.message string

The message.

Status
errors.status string

The status.

ID
errors.id string

The identifier.

Create quote

Create a quote with the given properties and return a copy of the object, including the identifier.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

elit_26
elit_26 string

elit_26.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Delete a card

Permanently deletes a card definition with the given identifier. Once deleted, data fetch requests for this card will no longer be sent to your service. This can't be undone.

Parameters

Name Key Required Type Description
App ID
appId True string

The app identifier.

Card ID
cardId True string

The card identifier.

Returns

response
string

Delete a company to follow GDPR

Permanently delete a company and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a contact to follow GDPR

Permanently delete a contact and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a deal to follow GDPR

Permanently delete a deal and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a discount to follow GDPR

Permanently delete a discount and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a fee to follow GDPR

Permanently delete a fee and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a feedback submission to follow GDPR

Permanently delete a feedback submission and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a goal target to follow GDPR

Permanently delete a goal target and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a line item to follow GDPR

Permanently delete a line item and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a product to follow GDPR

Permanently delete a product and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a quote to follow GDPR

Permanently delete a quote and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a tax to follow GDPR

Permanently delete a tax and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete a ticket to follow GDPR

Permanently delete a ticket and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete all records from a list

Remove all of the records from a list. Note: The list is not deleted. This endpoint only works for lists that have a processingType of MANUAL or SNAPSHOT.

Parameters

Name Key Required Type Description
List ID
listId True string

The list identifier.

Returns

response
string

Delete an object type to follow GDPR

Permanently delete an object type and all associated content to follow GDPR. Use optional property 'ID Property' set to 'email' to identify contact by email address. If email address is not found, the email address will be added to a blocklist and prevent it from being used in the future.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

Object ID
objectId string

The object identifier.

ID Property
idProperty string

The identifier property.

Returns

response
string

Delete associations

Deletes all associations between two records.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

Object ID
objectId True string

The object identifier.

To Object Type
toObjectType True string

The To object type.

To Object ID
toObjectId True string

The To object identifier.

Returns

response
string

Delete batch associations

Batch delete associations for objects.

Parameters

Name Key Required Type Description
From Object Type
fromObjectType True string

The From object type.

To Object Type
toObjectType True string

The To object type.

ID
id string

The identifier.

ID
id string

The identifier.

Returns

response
string

Delete specific association labels

Batch delete specific association labels for objects. Deleting an unlabeled association will also delete all labeled associations between those two objects.

Parameters

Name Key Required Type Description
From Object Type
fromObjectType True string

The From object type.

To Object Type
toObjectType True string

The To object type.

ID
id string

The identifier.

ID
id string

The identifier.

Association Category
associationCategory string

The association category.

Association Type ID
associationTypeId string

The association type identifier.

Returns

response
string

Fetch list memberships

Fetch the memberships of a list in order sorted by the recordId of the records in the list. The recordIds are sorted in ascending order if an after offset or no offset is provided. If only a before offset is provided, then the records are sorted in descending order. The after offset parameter will take precedence over the before offset in a case where both are provided.

Parameters

Name Key Required Type Description
After
after string

The after.

Before
before string

The before.

Limit
limit string

The limit.

List ID
listId True string

The list identifier.

Returns

Name Path Type Description
Results
results array of string

The results.

After
paging.next.after string

The after.

Link
paging.next.link string

The link.

Before
paging.prev.before string

The before.

Link
paging.prev.link string

The link.

Get a batch of contacts by ID

Retrieve a batch of contacts by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of deals by ID

Retrieve a batch of deals by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of discounts by ID

Retrieve a batch of discounts by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of feedback submissions by ID

Retrieve a batch of feedback submissions by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of fees by ID

Retrieve a batch of fees by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of goal targets by ID

Retrieve a batch of goal targets by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of line items by ID

Retrieve a batch of line items by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of objects by ID

Retrieve a batch of objects by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

Object Type
objectType True string

The object type.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of products by ID

Retrieve a batch of products by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of quotes by ID

Retrieve a batch of quotes by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of taxes by ID

Retrieve a batch of taxes by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a batch of tickets by ID

Retrieve a batch of tickets by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get a card

Returns the definition for a card with the given identifier.

Parameters

Name Key Required Type Description
App ID
appId True string

The app identifier.

Card ID
cardId True string

The card identifier.

Returns

Name Path Type Description
Base URLs
actions.baseUrls array of string

The base URL addresses.

Audit History
auditHistory array of object
Action Type
auditHistory.actionType string

The action type.

Application ID
auditHistory.applicationId string

The application identifier.

Authorization Source
auditHistory.authSource string

The authorization source.

Changed At
auditHistory.changedAt string

When changed at.

Initiating User ID
auditHistory.initiatingUserId string

The initiating user identifier.

Object Type ID
auditHistory.objectTypeId string

The object type identifier.

Properties
display.properties array of object
Data Type
display.properties.dataType string

The data type.

Label
display.properties.label string

The label.

Name
display.properties.name string

The name.

Options
display.properties.options array of object
Label
display.properties.options.label string

The label.

Name
display.properties.options.name string

The name.

Type
display.properties.options.type string

The type.

Object Types
fetch.objectTypes array of object
Name
fetch.objectTypes.name string

The name.

Properties To Send
fetch.objectTypes.propertiesToSend array of string

The properties to send.

Target URL
fetch.targetUrl string

The target URL address.

ID
id string

The identifier.

Title
title string

The title.

Created At
createdAt string

When created at.

Updated At
updatedAt string

When updated at.

Get a company by ID

Retrieve an object identified by companyidentifier. companyId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Company ID
companyId True string

The company identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a contact by ID

Retrieve an object identified by contactidentifier. contactId refers to the internal object identifier. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Contact ID
contactId True string

The contact identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Results
associations.etc.results array of object
ID
associations.etc.results.id string

The identifier.

Type
associations.etc.results.type string

The type.

After
associations.etc.paging.next.after string

The after page.

Link
associations.etc.paging.next.link string

The link page.

Before
associations.etc.paging.prev.before string

The before page.

Link
associations.etc.paging.prev.link string

The link page.

Get a deal

Retrieve an object identified by dealidentifier. dealId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Deal ID
dealId True string

The deal identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a discount

Retrieve an object identified by discountidentifier. discountId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Discount ID
discountId True string

The discount identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a fee by ID

Retrieve an object identified by feeidentifier. feeId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Fee ID
feeId True string

The fee identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a feedback submission

Retrieve an object identified by feedbackSubmissionidentifier. feedbackSubmissionId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Feedback Submission ID
feedbackSubmissionId True string

The feedback submission identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a goal target by ID

Retrieve an object identified by goalTargetidentifier. goalTargetId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Goal Target ID
goalTargetId True string

The goal target identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a product

Retrieve an object identified by productidentifier. productId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Product ID
productId True string

The product identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a quote by ID

Retrieve an object identified by quoteidentifier. quoteId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Quote ID
quoteId True string

The quote identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a tax by ID

Retrieve an object identified by taxidentifier. taxId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Tax ID
taxId True string

The tax identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get a ticket

Retrieve an object identified by ticketidentifier. ticketId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Ticket ID
ticketId True string

The ticket identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get active imports

Returns a paged list of active imports for this account.

Parameters

Name Key Required Type Description
After
after string

The after.

Before
before string

The before.

Limit
limit string

The limit.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

File IDs
results.metadata.fileIds array of string

The file identifiers.

Object Lists
results.metadata.objectLists array of object
List ID
results.metadata.objectLists.listId string

The list identifier.

Object Type
results.metadata.objectLists.objectType string

The object type.

Opt-Out Import
results.optOutImport string

The opt-out import.

State
results.state string

The state.

Updated At
results.updatedAt string

When updated at.

Template ID
results.importTemplate.templateId string

The template identifier.

Template Type
results.importTemplate.templateType string

The template type.

Import Source
results.importSource string

The import source.

Import Name
results.importName string

The import name.

After
paging.next.after string

The after.

Link
paging.next.link string

The link.

Before
paging.prev.before string

The before.

Link
paging.prev.link string

The link.

Get all cards

Returns a list of cards for a given app.

Parameters

Name Key Required Type Description
App ID
appId True string

The app identifier.

Returns

Name Path Type Description
Results
results array of object
Base URLs
results.actions.baseUrls array of string

The base URL addresses.

Audit History
results.auditHistory array of object
Action Type
results.auditHistory.actionType string

The action type.

Application ID
results.auditHistory.applicationId string

The application identifier.

Auth Source
results.auditHistory.authSource string

The authorization source.

Changed At
results.auditHistory.changedAt string

When changed at.

Initiating User ID
results.auditHistory.initiatingUserId string

The initiating user identifier.

Object Type ID
results.auditHistory.objectTypeId string

The object type identifier.

Properties
results.display.properties array of object
Data Type
results.display.properties.dataType string

The data type.

Label
results.display.properties.label string

The label.

Name
results.display.properties.name string

The name.

Options
results.display.properties.options array of object
Label
results.display.properties.options.label string

The label.

Name
results.display.properties.options.name string

The name.

Type
results.display.properties.options.type string

The type.

Object Types
results.fetch.objectTypes array of object
Name
results.fetch.objectTypes.name string

The name.

Properties To Send
results.fetch.objectTypes.propertiesToSend array of string

The properties to send.

Target URL
results.fetch.targetUrl string

The target URL address.

ID
results.id string

The identifier.

Title
results.title string

The title.

Created At
results.createdAt string

When created at.

Updated At
results.updatedAt string

When updated at.

Get an object by ID

Retrieve an object identified by objectidentifier. objectId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Object Type
objectType True string

The object type.

Object ID
objectId True string

The object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get an owner by ID

Retrieve an owner by given identifier or useridentifier.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Archived
archived boolean

Whether to return only results that have been archived.

Owner ID
ownerId True string

The owner identifier.

Returns

Name Path Type Description
Archived
archived boolean

Whether archived.

Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Email
email string

The email address.

First Name
firstName string

The first name.

Last Name
lastName string

The last name.

User ID
userId string

The user identifier.

Teams
teams array of object
ID
teams.id string

The identifier.

Name
teams.name string

The name.

Primary
teams.primary string

The primary.

Get companies

Retrieve a page of companies. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after page.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get companies by ID

Retrieve a batch of companies by internal identifier, or unique property values.

Parameters

Name Key Required Type Description
Archived
archived boolean

Whether to return only results that have been archived.

ID
id string

The identifier.

Properties
properties array of string

The properties object.

Properties With History
propertiesWithHistory array of string

The properties with history object.

ID Property
idProperty string

The identifier property.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Get contacts

Retrieve a page of contacts. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after page.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get deals

Retrieve a page of deals. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after page.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get fees

Retrieve a page of fees. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after page.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get goal targets

Retrieve a page of goal targets. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after page.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get import errors

Retrieve a list of errors for an import.

Parameters

Name Key Required Type Description
After
after string

The after.

Limit
limit string

The limit.

Import ID
importId True string

The import identifier.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

Error Type
results.errorType string

The error type.

ID
results.id string

The identifier.

File ID
results.sourceData.fileId string

The file identifier.

Line Number
results.sourceData.lineNumber string

The line number.

Row Data
results.sourceData.rowData array of string

The row data.

Page Name
results.sourceData.pageName string

The page name.

Object Type
results.objectType string

The object type.

Invalid Value
results.invalidValue string

The invalid value.

Extra Context
results.extraContext string

The extra context.

Object Type ID
results.objectTypeId string

The object type identifier.

Known Column Number
results.knownColumnNumber string

The known column number.

After
paging.next.after string

The after.

Link
paging.next.link string

The link.

Get line item

Retrieve an object identified by lineItemidentifier. lineItemId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

ID Property
idProperty string

The identifier property.

Line Item ID
lineItemId True string

The line item identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Get line items

Retrieve a page of line items. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after page.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get objects

Retrieve a page of objects. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Object Type
objectType True string

The object type.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get owners

Retrieve a list of owners.

Parameters

Name Key Required Type Description
Email
email True string

The email address.

After
after string

The after page.

Limit
limit string

The limit.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Archived
results.archived boolean

Whether archived.

Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Email
results.email string

The email address.

First Name
results.firstName string

The first name.

Last Name
results.lastName string

The last name.

User ID
results.userId string

The user identifier.

Teams
results.teams array of object
ID
results.teams.id string

The identifier.

Name
results.teams.name string

The name.

Primary
results.teams.primary string

The primary.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get products

Retrieve a page of products. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after page.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get sample card detail response

Returns an example card detail response. This is the payload with displayed details for a card that will be shown to a user. An app should send this in response to the data fetch request.

Returns

Name Path Type Description
Total Count
totalCount string

The total count.

All Items Link URL
allItemsLinkUrl string

The all items link URL address.

Card Label
cardLabel string

The card label.

Secondary
topLevelActions.secondary array of object
HTTP Method
topLevelActions.secondary.httpMethod string

The HTTP method.

Property Names Included
topLevelActions.secondary.propertyNamesIncluded array of string

The property names included.

Type
topLevelActions.secondary.type string

The type.

URL
topLevelActions.secondary.url string

The URL address.

Cancel Button Label
topLevelActions.secondary.confirmation.cancelButtonLabel string

The cancel button label.

Confirm Button Label
topLevelActions.secondary.confirmation.confirmButtonLabel string

The confirm button label.

Prompt
topLevelActions.secondary.confirmation.prompt string

The prompt.

Label
topLevelActions.secondary.label string

The label.

Height
topLevelActions.settings.height string

The height.

Property Names Included
topLevelActions.settings.propertyNamesIncluded array of string

The property names included.

Type
topLevelActions.settings.type string

The type.

URL
topLevelActions.settings.url string

The URL address.

Width
topLevelActions.settings.width string

The width.

Label
topLevelActions.settings.label string

The label.

HTTP Method
topLevelActions.primary.httpMethod string

The HTTP method.

Property Names Included
topLevelActions.primary.propertyNamesIncluded array of string

The property names included.

Type
topLevelActions.primary.type string

The type.

URL
topLevelActions.primary.url string

The URL address.

Cancel Button Label
topLevelActions.primary.confirmation.cancelButtonLabel string

The cancel button label.

Confirm Button Label
topLevelActions.primary.confirmation.confirmButtonLabel string

The confirm button label.

Prompt
topLevelActions.primary.confirmation.prompt string

The prompt.

Label
topLevelActions.primary.label string

The label.

Sections
sections array of object
Actions
sections.actions array of object
HTTP Method
sections.actions.httpMethod string

The HTTP method.

Property Names Included
sections.actions.propertyNamesIncluded array of string

The property names included.

Type
sections.actions.type string

The type.

URL
sections.actions.url string

The URL address.

Cancel Button Label
sections.actions.confirmation.cancelButtonLabel string

The cancel button label.

Confirm Button Label
sections.actions.confirmation.confirmButtonLabel string

The confirm button label.

Prompt
sections.actions.confirmation.prompt string

The prompt.

Label
sections.actions.label string

The label.

ID
sections.id string

The identifier.

Title
sections.title string

The title.

Tokens
sections.tokens array of object
Value
sections.tokens.value string

The value.

Name
sections.tokens.name string

The name.

Label
sections.tokens.label string

The label.

Data Type
sections.tokens.dataType string

The data type.

Link URL
sections.linkUrl string

The link URL address.

Response Version
responseVersion string

The response version.

Get task ID status

Retrieve the status for a task identifier.

Parameters

Name Key Required Type Description
Task ID
taskId True string

The task identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Started At
startedAt string

When started at.

Status
status string

The status.

Result
result string

The result.

Errors
numErrors string

The number of errors.

Errors
errors array of object
Category
errors.category string

The category.

Errors
errors.errors array of object
Message
errors.errors.message string

The message.

In
errors.errors.in string

The in.

Code
errors.errors.code string

The code.

Sub Category
errors.errors.subCategory string

The sub category.

Message
errors.message string

The message.

Status
errors.status string

The status.

ID
errors.id string

The identifier.

Requested At
requestedAt string

When requested at.

Get taxes

Retrieve a page of taxes. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Get the information on any import

A complete summary of an import record, including any updates.

Parameters

Name Key Required Type Description
Import ID
importId True string

The import identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

File IDs
metadata.fileIds array of string

The file identifiers.

Object Lists
metadata.objectLists array of object
List ID
metadata.objectLists.listId string

The list identifier.

Object Type
metadata.objectLists.objectType string

The object type.

Opt-Out Import
optOutImport string

The opt-out import.

State
state string

The state.

Updated At
updatedAt string

When updated at.

Template ID
importTemplate.templateId string

The template identifier.

Template Type
importTemplate.templateType string

The template type.

Import Source
importSource string

The import source.

Import Name
importName string

The import name.

Get tickets

Retrieve a page of tickets. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

List association types

List all the valid association types available between two object types.

Parameters

Name Key Required Type Description
From Object Type
fromObjectType True string

The From object type.

To Object Type
toObjectType True string

The To object type.

Returns

Name Path Type Description
Results
results array of object
ID
results.id string

The identifier.

Name
results.name string

The name.

List associations for an object

List all associations of an object by object type. Limit 500 per call.

Parameters

Name Key Required Type Description
After
after string

The after.

Limit
limit string

The limit.

Object Type
objectType True string

The object type.

Object ID
objectId True string

The object identifier.

To Object Type
toObjectType True string

The To object type.

Returns

Name Path Type Description
Results
results array of object
Association Types
results.associationTypes array of object
Category
results.associationTypes.category string

The category.

Type ID
results.associationTypes.typeId string

The type identifier.

Label
results.associationTypes.label string

The label.

To Object ID
results.toObjectId string

The To object identifier.

After
paging.next.after string

The after.

Link
paging.next.link string

The link.

List discounts

Retrieve a page of discounts. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

List feedback submissions

Retrieve a page of feedback submissions. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

List quotes

Retrieve a page of quotes. Control what is returned via the properties query parameter.

Parameters

Name Key Required Type Description
Limit
limit string

The limit.

After
after string

The after.

Properties
properties string

The properties.

Properties with History
propertiesWithHistory string

The properties with history.

Associations
associations string

The associations.

Archived
archived boolean

Whether to return only results that have been archived.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Merge two companies

Merge two companies with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two contact

Merge two contacts with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two deals

Merge two deals with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two discounts

Merge two discounts with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two feedback submissions

Merge two feedback submissions with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two fees

Merge two fees with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two goal targets

Merge two goal targets with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two line items

Merge two line items with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two objects

Merge two objects with same type.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two products

Merge two products with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two quotes

Merge two quotes with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two taxes

Merge two taxes with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Merge two tickets

Merge two tickets with same type.

Parameters

Name Key Required Type Description
Object identifier To Merge
objectIdToMerge string

The object identifier to merge.

Primary object ID
primaryObjectId string

The primary object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Read batch associations

Batch read associations for objects to specific object type. The 'after' field in a returned paging object can be added alongside the 'id' to retrieve the next page of associations from that objectidentifier. The 'link' field is deprecated and should be ignored.

Parameters

Name Key Required Type Description
From Object Type
fromObjectType True string

The From object type.

To Object Type
toObjectType True string

The To object type.

ID
id string

The identifier.

After
after string

The after link.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
ID
results.from.id string

The identifier.

To
results.to array of object
Association Types
results.to.associationTypes array of object
Category
results.to.associationTypes.category string

The category.

Type ID
results.to.associationTypes.typeId string

The type identifier.

Label
results.to.associationTypes.label string

The label.

To Object ID
results.to.toObjectId string

The To object identifier.

After
results.paging.next.after string

The after link.

Link
results.paging.next.link string

The link.

Before
results.paging.prev.before string

The before link.

Link
results.paging.prev.link string

The link.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Remove records from a list

Remove the records provided from the list. Records that do not exist or that are not members of the list are ignored. This endpoint only works for lists that have a processingType of MANUAL or SNAPSHOT.

Parameters

Name Key Required Type Description
List ID
listId True string

The list identifier.

body
body True array of string

Returns

Name Path Type Description
Record IDs Missing
recordIdsMissing array of string

The record identifiers missing.

Record IDs Removed
recordIdsRemoved array of string

The record identifiers removed.

Record IDs Added
recordsIdsAdded array of string

The record identifiers added.

Search by object type

Retrieve a list of objects by object type.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search companies

Retrieve a list of companies.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search deals

Retrieve a list of deals.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search discounts

Retrieve a list of discounts.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search feedback submissions

Retrieve a list of feedback submissions.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search for contacts

Retrieve a list of contacts.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search for fees

Retrieve a list of fees.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search goal targets

Retrieve a list of goal targets.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search line items

Retrieve a list of line items.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search lists

Search lists by list name or page through all lists by providing an empty query value.

Parameters

Name Key Required Type Description
Additional Properties
additionalProperties array of string

The additional properties.

Offset
offset string

The offset.

Query
query string

The query.

Count
count string

The count.

Returns

Name Path Type Description
Has More
hasMore boolean

Whether has more.

Lists
lists array of object
List ID
lists.listId string

The list identifier.

List Version
lists.listVersion string

The list version.

Name
lists.name string

The name.

Object Type ID
lists.objectTypeId string

The object type identifier.

Processing Status
lists.processingStatus string

The processing status.

Processing Type
lists.processingType string

The processing type.

Updated By ID
lists.updatedById string

The updated by identifier.

Filters Updated At
lists.filtersUpdatedAt string

When the filters were updated at.

Created At
lists.createdAt string

When created at.

Deleted At
lists.deletedAt string

When deleted at.

Created By ID
lists.createdById string

The created by identifier.

Updated At
lists.updatedAt string

When updated at.

Offset
offset string

The offset.

Total
total string

The total.

Search products

Retrieve a list of products.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search quotes

Retrieve a list of quotes.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search taxes

Retrieve a list of taxes.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Search tickets

Retrieve a list of tickets.

Parameters

Name Key Required Type Description
After
after string

The after page.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Limit
limit string

The limit.

Properties
properties array of string

The properties object.

Sorts
sorts array of string

The sorts.

Query
query string

The query.

Returns

Name Path Type Description
Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Total
total string

The total.

After
paging.next.after string

The after page.

Link
paging.next.link string

The link.

Start a new import

Begins importing data from the specified file resources. This uploads the corresponding file and uses the import request object to convert rows in the files to objects.

Parameters

Name Key Required Type Description
Content Type
Content-Type True string

Content-Type.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

File IDs
metadata.fileIds array of string

The file identifiers.

Object Lists
metadata.objectLists array of object
List ID
metadata.objectLists.listId string

The list identifier.

Object Type
metadata.objectLists.objectType string

The object type.

Opt-Out Import
optOutImport string

The opt-out import.

State
state string

The state.

Updated At
updatedAt string

When updated at.

Template ID
importTemplate.templateId string

The template identifier.

Template Type
importTemplate.templateType string

The template type.

Import Source
importSource string

The import source.

Import Name
importName string

The import name.

Start an export

Begins exporting CRM data for the portal as specified in the request body.

Parameters

Name Key Required Type Description
Export Name
exportName string

The export name.

Export Type
exportType string

The export type.

Format
format string

The format.

Language
language string

The language.

Object Properties
objectProperties array of string

The object properties.

Object Type
objectType string

The object tyep.

Associated Object Type
associatedObjectType string

The associated object type.

Operator
operator string

The operator.

Property Name
propertyName string

The property name.

Value
value string

The value.

High Value
highValue string

The high value.

Values
values array of string

The values.

Query
query string

The query.

Sorts
sorts array of string

The sorts.

Returns

Name Path Type Description
ID
id string

The identifier.

Update a batch of companies

Update a batch of companies.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of contacts

Update a batch of contacts.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of deals

Update a batch of deals.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of discounts

Update a batch of discounts.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of feedback submissions

Update a batch of feedback submissions.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of fees

Update a batch of fees.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of goal targets

Update a batch of goal targets.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of line items

Update a batch of line items.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of objects

Update a batch of objects.

Parameters

Name Key Required Type Description
Object Type
objectType True string

The object type.

ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of products

Update a batch of products.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of quotes

Update a batch of quotes.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of taxes

Update a batch of taxes.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a batch of tickets

Update a batch of tickets.

Parameters

Name Key Required Type Description
ID
id string

The identifier.

Returns

Name Path Type Description
Completed At
completedAt string

When completed at.

Results
results array of object
Created At
results.createdAt string

When created at.

ID
results.id string

The identifier.

Updated At
results.updatedAt string

When updated at.

Archived
results.archived boolean

Whether archived.

Archived At
results.archivedAt string

When archived at.

Started At
startedAt string

When started at.

Status
status string

The status.

Requested At
requestedAt string

When requested at.

Update a card

Update a card definition with new details.

Parameters

Name Key Required Type Description
App ID
appId True string

The app identifier.

Card ID
cardId True string

The card identifier.

Title
title string

The title.

Name
name string

The name.

Properties To Send
propertiesToSend array of string

The properties to send.

Card Type
cardType string

The card type.

Target URL
targetUrl string

The target URL address.

Serverless Function
serverlessFunction string

The serverless function.

Data Type
dataType string

The data type.

Label
label string

The label.

Name
name string

The name.

Label
label string

The label.

Name
name string

The name.

Type
type string

The type.

Base URLs
baseUrls array of string

The base URL addresses.

Returns

Name Path Type Description
Base URLs
actions.baseUrls array of string

The base URL addresses.

Audit History
auditHistory array of object
Action Type
auditHistory.actionType string

The action type.

Application ID
auditHistory.applicationId string

The application identifier.

Authorization Source
auditHistory.authSource string

The authorization source.

Changed At
auditHistory.changedAt string

When changed at.

Initiating User ID
auditHistory.initiatingUserId string

The initiating user identifier.

Object Type ID
auditHistory.objectTypeId string

The object type identifier.

Properties
display.properties array of object
Data Type
display.properties.dataType string

The data type.

Label
display.properties.label string

The label.

Name
display.properties.name string

The name.

Options
display.properties.options array of object
Label
display.properties.options.label string

The label.

Name
display.properties.options.name string

The name.

Type
display.properties.options.type string

The type.

Object Types
fetch.objectTypes array of object
Name
fetch.objectTypes.name string

The name.

Properties To Send
fetch.objectTypes.propertiesToSend array of string

The properties to send.

Target URL
fetch.targetUrl string

The target URL address.

ID
id string

The identifier.

Title
title string

The title.

Created At
createdAt string

When created at.

Updated At
updatedAt string

When updated at.

Update a company by ID

Perform a partial update of an object identified by companyidentifier. companyId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Company ID
companyId True string

The company identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a contact by ID

Perform a partial update of an object identified by contactidentifier. contactId refers to the internal object identifier. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
Contact ID
contactId True string

The contact identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a deal

Perform a partial update of an object identified by dealidentifier. dealId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Deal ID
dealId True string

The deal identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a discount

Perform a partial update of an object identified by discountidentifier. discountId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Discount ID
discountId True string

The discount identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a fee by ID

Perform a partial update of an object identified by feeidentifier. feeId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Fee ID
feeId True string

The fee identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a feedback submission

Perform a partial update of an object identified by feedbackSubmissionidentifier. feedbackSubmissionId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Feedback Submission ID
feedbackSubmissionId True string

The feedback submission identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a goal target

Perform a partial update of an object identified by goalTargetidentifier. goalTargetId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Goal Target ID
goalTargetId True string

The goal target identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a line item

Perform a partial update of an object identified by lineItemidentifier. lineItemId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Line Item ID
lineItemId True string

The line item identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a product

Perform a partial update of an object identified by productidentifier. productId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Product ID
productId True string

The product identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a quote

Perform a partial update of an object identified by quoteidentifier. quoteId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Quote ID
quoteId True string

The quote identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a tax

Perform a partial update of an object identified by taxidentifier. taxId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Tax ID
taxId True string

The tax identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update a ticket

Perform a partial update of an object identified by ticketidentifier. ticketId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Ticket ID
ticketId True string

The ticket identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Update an object

Perform a partial update of an object identified by objectidentifier. objectId refers to the internal object identifier by default, or optionally any unique property value as specified by the idProperty query parameter. Provided property values will be overwritten. Read-only and non-existent properties will be ignored. Properties values can be cleared by passing an empty string.

Parameters

Name Key Required Type Description
ID Property
idProperty string

The identifier property.

Object Type
objectType True string

The object type.

Object ID
objectId True string

The object identifier.

Returns

Name Path Type Description
Created At
createdAt string

When created at.

ID
id string

The identifier.

Updated At
updatedAt string

When updated at.

Archived
archived boolean

Whether archived.

Archived At
archivedAt string

When archived at.

Definitions

string

This is the basic data type 'string'.