CRM API

Base URL: https://api-core.theonecrm.app

Authentication

Most endpoints require a valid session cookie or integration key. Endpoints marked Public require no authentication.

Endpoints Summary

326 endpoints discovered across 3 function app(s).

Method	Route	Auth
POST	/api/agents/{action}	Session
POST	/api/ai/deal-coach	Session
POST	/api/ai/growth-advisor	Session
POST	/api/ai/intelligence	Session
POST	/api/ai/marketing-analyst	Session
POST	/api/ai/marketing-assistant	Session
GET	/api/ai/marketing-assistant/sessions	Session
DELETE	/api/ai/marketing-assistant/sessions/{id}	Session
GET	/api/ai/marketing-assistant/sessions/{id}	Session
GET	/api/ai/marketing-plans/{id}	Session
POST	/api/ai/marketing-plans/{id}	Session
POST	/api/auth/email-consent	Session
GET	/api/auth/email-consent/callback	Session
POST	/api/auth/email-consent/verify	Session
POST	/api/auth/invite/{token}/accept	Session
GET	/api/auth/invite/{token}/preview	Session
POST	/api/auth/login	Session
POST	/api/auth/logout	Session
POST	/api/auth/mfa/confirm	Session
POST	/api/auth/mfa/setup	Session
POST	/api/auth/mfa/verify	Session
POST	/api/auth/microsoft-auth	Session
GET	/api/auth/microsoft-callback	Public
POST	/api/auth/mobile-token	Session
POST	/api/auth/password-reset/confirm	Session
POST	/api/auth/password-reset/request	Session
GET	/api/auth/portal-sso	Session
GET	/api/auth/session	Session
POST	/api/auth/session	Session
POST	/api/auth/signup	Session
POST	/api/auth/signup/check-slug	Session
POST	/api/auth/switch-tenant	Session
POST	/api/automation/deal-events	Session
DELETE	/api/automation/deal-rules/{id?}	Session
GET	/api/automation/deal-rules/{id?}	Session
POST	/api/automation/deal-rules/{id?}	Session
PUT	/api/automation/deal-rules/{id?}	Session
POST	/api/automation/deal-rules/trigger	Session
POST	/api/automation/legal-policy-events	Session
DELETE	/api/automation/scoring/{id?}	Session
GET	/api/automation/scoring/{id?}	Session
POST	/api/automation/scoring/{id?}	Session
PUT	/api/automation/scoring/{id?}	Session
POST	/api/automation/scoring/apply	Session
GET	/api/automation/scoring/distribution	Session
DELETE	/api/automation/sequences/{id?}	Session
GET	/api/automation/sequences/{id?}	Session
POST	/api/automation/sequences/{id?}	Session
PUT	/api/automation/sequences/{id?}	Session
GET	/api/automation/sequences/{id}/analytics	Session
POST	/api/automation/sequences/{id}/enroll	Session
DELETE	/api/automation/sequences/{id}/enroll/{contactId}	Session
GET	/api/automation/sequences/{id}/enrollments	Session
GET	/api/brand/theme	Session
GET	/api/bridge/crm/{resource}/{id?}	Session
PATCH	/api/bridge/crm/{resource}/{id?}	Session
POST	/api/bridge/crm/{resource}/{id?}	Session
POST	/api/client-portal/auth/accept-invite	Session
POST	/api/client-portal/auth/login	Session
GET	/api/client-portal/auth/me	Session
GET	/api/client-portals	Session
POST	/api/client-portals	Session
GET	/api/client-portals/{clientId}/users	Session
POST	/api/client-portals/{clientId}/users	Session
DELETE	/api/client-portals/{clientId}/users/{userId}	Session
PUT	/api/client-portals/{clientId}/users/{userId}	Session
DELETE	/api/client-portals/{id}	Session
GET	/api/client-portals/{id}	Session
PUT	/api/client-portals/{id}	Session
GET	/api/client-portals/{id}/stats	Session
GET	/api/commission-plans	Session
POST	/api/commission-plans	Session
DELETE	/api/commission-plans/{id}	Session
PATCH	/api/commission-plans/{id}	Session
PUT	/api/commission-plans/{id}	Session
GET	/api/commissions	Session
POST	/api/commissions/{id}/approve	Session
POST	/api/commissions/{id}/mark-paid	Session
POST	/api/commissions/calculate	Session
GET	/api/companies	Session
POST	/api/companies	Session
GET	/api/companies/{companyId}/sites	Session
POST	/api/companies/{companyId}/sites	Session
DELETE	/api/companies/{companyId}/sites/{siteId}	Session
PUT	/api/companies/{companyId}/sites/{siteId}	Session
DELETE	/api/companies/{id}	Session
GET	/api/companies/{id}	Session
PUT	/api/companies/{id}	Session
GET	/api/companies/{id}/activity	Session
POST	/api/companies/{id}/activity	Session
GET	/api/companies/{id}/health	Session
POST	/api/companies/{id}/health/recalculate	Session
GET	/api/competitive-intel	Session
POST	/api/competitive-intel	Session
DELETE	/api/competitive-intel/{id}	Session
GET	/api/competitive-intel/{id}	Session
PATCH	/api/competitive-intel/{id}	Session
PUT	/api/competitive-intel/{id}	Session
POST	/api/competitive-intel/{id}/log-outcome	Session
GET	/api/contacts	Session
POST	/api/contacts	Session
DELETE	/api/contacts/{id}	Session
GET	/api/contacts/{id}	Session
PUT	/api/contacts/{id}	Session
GET	/api/contacts/{id}/activity	Session
POST	/api/contacts/{id}/notes	Session
GET	/api/crm/preferences	Session
GET	/api/crm/unsubscribe	Session
DELETE	/api/custom-fields/{id?}	Session
GET	/api/custom-fields/{id?}	Session
POST	/api/custom-fields/{id?}	Session
PUT	/api/custom-fields/{id?}	Session
GET	/api/custom-fields/values/{entityId}	Session
PUT	/api/custom-fields/values/{entityId}	Session
GET	/api/dashboard-widget	Session
GET	/api/dashboard/pipeline-snapshot	Session
GET	/api/dashboard/stats	Session
GET	/api/deal-rooms	Session
POST	/api/deal-rooms	Session
DELETE	/api/deal-rooms/{id}	Session
GET	/api/deal-rooms/{id}	Session
POST	/api/deal-rooms/{id}/documents	Session
POST	/api/deal-rooms/{id}/stakeholders	Session
DELETE	/api/deal-rooms/{id}/stakeholders/{email}	Session
POST	/api/deal-rooms/{id}/toggle-public	Session
POST	/api/dedup/merge	Session
GET	/api/dedup/scan	Session
DELETE	/api/email-admin/{action?}	Session
GET	/api/email-admin/{action?}	Session
POST	/api/email-admin/{action?}	Session
GET	/api/email-sync/emails	Session
GET	/api/email-sync/emails/{id}	Session
GET	/api/email-sync/mailboxes	Session
POST	/api/email-sync/mailboxes	Session
DELETE	/api/email-sync/mailboxes/{id}	Session
GET	/api/email-sync/mailboxes/{id}	Session
PUT	/api/email-sync/mailboxes/{id}	Session
POST	/api/email-sync/mailboxes/{id}/sync	Session
GET	/api/email-sync/stats	Session
DELETE	/api/esign/{resource}/{id?}	Session
GET	/api/esign/{resource}/{id?}	Session
POST	/api/esign/{resource}/{id?}	Session
PUT	/api/esign/{resource}/{id?}	Session
GET	/api/export/jobs	Session
POST	/api/export/start	Session
GET	/api/health	Session
GET	/api/healthz	Session
POST	/api/iam/sync	Session
GET	/api/import/jobs	Session
POST	/api/import/start	Session
GET	/api/industry/blueprints/{action?}	Session
POST	/api/industry/blueprints/{action?}	Session
GET	/api/industry/methodologies/{action?}	Session
POST	/api/industry/methodologies/{action?}	Session
POST	/api/industry/seed	Session
GET	/api/industry/verticals/{action?}	Session
POST	/api/industry/verticals/{action?}	Session
GET	/api/integration/{action}	Session
POST	/api/integration/bus-events	Session
GET	/api/integration/legal/{action}	Session
POST	/api/integration/legal/{action}	Session
GET	/api/integration/psa/{action}/{param?}	Session
POST	/api/integration/psa/{action}/{param?}	Session
POST	/api/integration/voice/activity	Session
POST	/api/integration/voice/click-to-call	Session
GET	/api/integration/voice/contact-lookup	Session
GET	/api/leads	Session
POST	/api/leads	Session
DELETE	/api/leads/{id}	Session
GET	/api/leads/{id}	Session
PATCH	/api/leads/{id}	Session
PUT	/api/leads/{id}	Session
POST	/api/leads/{id}/convert	Session
POST	/api/leads/{id}/rescore	Session
GET	/api/marketing/analytics	Session
DELETE	/api/marketing/blog-posts/{id?}	Session
GET	/api/marketing/blog-posts/{id?}	Session
POST	/api/marketing/blog-posts/{id?}	Session
PUT	/api/marketing/blog-posts/{id?}	Session
DELETE	/api/marketing/campaigns/{id?}	Session
GET	/api/marketing/campaigns/{id?}	Session
POST	/api/marketing/campaigns/{id?}	Session
PUT	/api/marketing/campaigns/{id?}	Session
POST	/api/marketing/campaigns/{id}/cancel	Session
POST	/api/marketing/campaigns/{id}/send	Session
GET	/api/marketing/campaigns/{id}/stats	Session
GET	/api/marketing/compliance/settings	Session
PUT	/api/marketing/compliance/settings	Session
DELETE	/api/marketing/drip-sequences/{id?}	Session
GET	/api/marketing/drip-sequences/{id?}	Session
POST	/api/marketing/drip-sequences/{id?}	Session
PUT	/api/marketing/drip-sequences/{id?}	Session
POST	/api/marketing/drip-sequences/{id}/enroll	Session
GET	/api/marketing/drip-sequences/{id}/enrollments	Session
DELETE	/api/marketing/email-templates/{id?}	Session
GET	/api/marketing/email-templates/{id?}	Session
POST	/api/marketing/email-templates/{id?}	Session
PUT	/api/marketing/email-templates/{id?}	Session
DELETE	/api/marketing/forms/{id?}	Session
GET	/api/marketing/forms/{id?}	Session
POST	/api/marketing/forms/{id?}	Session
PUT	/api/marketing/forms/{id?}	Session
GET	/api/marketing/landing-pages	Public
DELETE	/api/marketing/lead-magnets/{id?}	Session
GET	/api/marketing/lead-magnets/{id?}	Session
POST	/api/marketing/lead-magnets/{id?}	Session
PUT	/api/marketing/lead-magnets/{id?}	Session
DELETE	/api/marketing/podcasts/{id?}	Session
GET	/api/marketing/podcasts/{id?}	Session
POST	/api/marketing/podcasts/{id?}	Session
PUT	/api/marketing/podcasts/{id?}	Session
GET	/api/marketing/suppressions	Session
DELETE	/api/marketing/suppressions/{email}	Session
GET	/api/marketing/suppressions/export	Session
POST	/api/marketing/suppressions/import	Session
GET	/api/opportunities	Session
POST	/api/opportunities	Session
DELETE	/api/opportunities/{id}	Session
GET	/api/opportunities/{id}	Session
PATCH	/api/opportunities/{id}	Session
PUT	/api/opportunities/{id}	Session
POST	/api/opportunities/{id}/close-lost	Session
POST	/api/opportunities/{id}/close-won	Session
POST	/api/opportunities/{id}/move-stage	Session
POST	/api/permissions/register	Session
GET	/api/pipelines	Session
POST	/api/pipelines	Session
DELETE	/api/pipelines/{id}	Session
GET	/api/pipelines/{id}	Session
PATCH	/api/pipelines/{id}	Session
PUT	/api/pipelines/{id}	Session
POST	/api/presentations/sales	Session
GET	/api/presentations/sales/{id}	Session
GET	/api/proposals	Session
POST	/api/proposals	Session
DELETE	/api/proposals/{id}	Session
GET	/api/proposals/{id}	Session
PATCH	/api/proposals/{id}	Session
PUT	/api/proposals/{id}	Session
POST	/api/proposals/{id}/accept	Session
POST	/api/proposals/{id}/reorder	Session
POST	/api/proposals/{id}/sections	Session
POST	/api/proposals/{id}/send	Session
DELETE	/api/qbr/{resource}/{id?}	Session
GET	/api/qbr/{resource}/{id?}	Session
POST	/api/qbr/{resource}/{id?}	Session
PUT	/api/qbr/{resource}/{id?}	Session
POST	/api/qbr/records/{id}/complete-meeting	Session
POST	/api/qbr/records/{id}/generate-presentation	Session
POST	/api/qbr/records/{id}/invite	Session
GET	/api/qbr/records/{id}/presentation	Session
POST	/api/qbr/records/{id}/presentation/add-slide	Session
DELETE	/api/qbr/records/{id}/presentation/slides/{slideNumber}	Session
PATCH	/api/qbr/records/{id}/presentation/slides/{slideNumber}	Session
POST	/api/qbr/records/{id}/regenerate-presentation	Session
POST	/api/qbr/records/{id}/start-meeting	Session
GET	/api/quote-templates	Session
POST	/api/quote-templates	Session
DELETE	/api/quote-templates/{id}	Session
GET	/api/quote-templates/{id}	Session
PATCH	/api/quote-templates/{id}	Session
PUT	/api/quote-templates/{id}	Session
PUT	/api/quote-templates/{id}/catalog-items/{itemId}	Session
GET	/api/quotes	Session
POST	/api/quotes	Session
DELETE	/api/quotes/{id}	Session
GET	/api/quotes/{id}	Session
PATCH	/api/quotes/{id}	Session
PUT	/api/quotes/{id}	Session
POST	/api/quotes/{id}/accept	Session
POST	/api/quotes/{id}/new-version	Session
POST	/api/quotes/{id}/reject	Session
POST	/api/quotes/{id}/review-approval	Session
POST	/api/quotes/{id}/send	Session
POST	/api/quotes/{id}/submit-approval	Session
POST	/api/quotes/{id}/void	Session
POST	/api/reports/run	Session
DELETE	/api/reports/saved/{id?}	Session
GET	/api/reports/saved/{id?}	Session
POST	/api/reports/saved/{id?}	Session
PUT	/api/reports/saved/{id?}	Session
GET	/api/sales-activities	Session
POST	/api/sales-activities	Session
DELETE	/api/sales-activities/{id}	Session
GET	/api/sales-activities/{id}	Session
PATCH	/api/sales-activities/{id}	Session
PUT	/api/sales-activities/{id}	Session
POST	/api/sales-activities/{id}/complete	Session
GET	/api/sales-forecasting	Session
POST	/api/sales-forecasting/snapshot	Session
POST	/api/sales-forecasting/target	Session
GET	/api/search	Session
GET	/api/settings/audit-log	Session
DELETE	/api/settings/webhooks/{id?}	Session
GET	/api/settings/webhooks/{id?}	Session
POST	/api/settings/webhooks/{id?}	Session
PUT	/api/settings/webhooks/{id?}	Session
GET	/api/tenants/current	Session
PUT	/api/tenants/current	Session
GET	/api/tenants/members	Session
DELETE	/api/tenants/members/{userId}	Session
PUT	/api/tenants/members/{userId}/role	Session
POST	/api/tenants/members/invite	Session
POST	/api/tenants/provision	Session
GET	/api/territories	Session
POST	/api/territories	Session
DELETE	/api/territories/{id}	Session
GET	/api/territories/{id}	Session
PATCH	/api/territories/{id}	Session
PUT	/api/territories/{id}	Session
POST	/api/territories/{id}/auto-assign	Session
GET	/api/users/me	Session
PUT	/api/users/me	Session
POST	/api/users/me/change-password	Session
GET	/api/users/notifications	Session
POST	/api/users/notifications/{id}/read	Session
POST	/api/users/notifications/read-all	Session
GET	/api/users/preferences	Session
PUT	/api/users/preferences	Session
POST	/api/webhooks/esign-complete	Public
POST	/api/webhooks/ses	Session
POST	/api/webhooks/stripe	Public
DELETE	/api/workflow-rules/{id?}	Session
GET	/api/workflow-rules/{id?}	Session
POST	/api/workflow-rules/{id?}	Session
PUT	/api/workflow-rules/{id?}	Session

Endpoint Details

Agents

POST/api/agents/{action}

Create agents

Auth: Session

Ai

POST/api/ai/deal-coach

Create deal coach

Auth: Session

POST/api/ai/growth-advisor

Create growth advisor

Auth: Session

POST/api/ai/intelligence

Create intelligence

Auth: Session

POST/api/ai/marketing-analyst

Create marketing analyst

Auth: Session

POST/api/ai/marketing-assistant

Create marketing assistant

Auth: Session

GET/api/ai/marketing-assistant/sessions

List or retrieve sessions

Auth: Session

DELETE/api/ai/marketing-assistant/sessions/{id}

Delete sessions

Auth: Session

GET/api/ai/marketing-assistant/sessions/{id}

List or retrieve sessions

Auth: Session

GET/api/ai/marketing-plans/{id}

List or retrieve marketing plans

Auth: Session

POST/api/ai/marketing-plans/{id}

Create marketing plans

Auth: Session

Auth

POST/api/auth/email-consent

Create email consent

Auth: Session

GET/api/auth/email-consent/callback

List or retrieve callback

Auth: Session

POST/api/auth/email-consent/verify

Create verify

Auth: Session

POST/api/auth/invite/{token}/accept

Create accept

Auth: Session

GET/api/auth/invite/{token}/preview

List or retrieve preview

Auth: Session

POST/api/auth/login

Create login

Auth: Session

POST/api/auth/logout

Create logout

Auth: Session

POST/api/auth/mfa/confirm

Create confirm

Auth: Session

POST/api/auth/mfa/setup

Create setup

Auth: Session

POST/api/auth/mfa/verify

Create verify

Auth: Session

POST/api/auth/microsoft-auth

Create microsoft auth

Auth: Session

GET/api/auth/microsoft-callback

List or retrieve microsoft callback

Auth: Public

POST/api/auth/mobile-token

Create mobile token

Auth: Session

POST/api/auth/password-reset/confirm

Create confirm

Auth: Session

POST/api/auth/password-reset/request

Create request

Auth: Session

GET/api/auth/portal-sso

List or retrieve portal sso

Auth: Session

GET/api/auth/session

List or retrieve session

Auth: Session

POST/api/auth/session

Create session

Auth: Session

POST/api/auth/signup

Create signup

Auth: Session

POST/api/auth/signup/check-slug

Create check slug

Auth: Session

POST/api/auth/switch-tenant

Create switch tenant

Auth: Session

Automation

POST/api/automation/deal-events

Create deal events

Auth: Session

DELETE/api/automation/deal-rules/{id?}

Delete deal rules

Auth: Session

GET/api/automation/deal-rules/{id?}

List or retrieve deal rules

Auth: Session

POST/api/automation/deal-rules/{id?}

Create deal rules

Auth: Session

PUT/api/automation/deal-rules/{id?}

Update deal rules

Auth: Session

POST/api/automation/deal-rules/trigger

Create trigger

Auth: Session

POST/api/automation/legal-policy-events

Create legal policy events

Auth: Session

DELETE/api/automation/scoring/{id?}

Delete scoring

Auth: Session

GET/api/automation/scoring/{id?}

List or retrieve scoring

Auth: Session

POST/api/automation/scoring/{id?}

Create scoring

Auth: Session

PUT/api/automation/scoring/{id?}

Update scoring

Auth: Session

POST/api/automation/scoring/apply

Create apply

Auth: Session

GET/api/automation/scoring/distribution

List or retrieve distribution

Auth: Session

DELETE/api/automation/sequences/{id?}

Delete sequences

Auth: Session

GET/api/automation/sequences/{id?}

List or retrieve sequences

Auth: Session

POST/api/automation/sequences/{id?}

Create sequences

Auth: Session

PUT/api/automation/sequences/{id?}

Update sequences

Auth: Session

GET/api/automation/sequences/{id}/analytics

List or retrieve analytics

Auth: Session

POST/api/automation/sequences/{id}/enroll

Create enroll

Auth: Session

DELETE/api/automation/sequences/{id}/enroll/{contactId}

Delete enroll

Auth: Session

GET/api/automation/sequences/{id}/enrollments

List or retrieve enrollments

Auth: Session

Brand

GET/api/brand/theme

List or retrieve theme

Auth: Session

Bridge

GET/api/bridge/crm/{resource}/{id?}

List or retrieve crm

Auth: Session

PATCH/api/bridge/crm/{resource}/{id?}

Update crm

Auth: Session

POST/api/bridge/crm/{resource}/{id?}

Create crm

Auth: Session

Client Portal

POST/api/client-portal/auth/accept-invite

Create accept invite

Auth: Session

POST/api/client-portal/auth/login

Create login

Auth: Session

GET/api/client-portal/auth/me

List or retrieve me

Auth: Session

Client Portals

GET/api/client-portals

List or retrieve client portals

Auth: Session

POST/api/client-portals

Create client portals

Auth: Session

GET/api/client-portals/{clientId}/users

List or retrieve users

Auth: Session

POST/api/client-portals/{clientId}/users

Create users

Auth: Session

DELETE/api/client-portals/{clientId}/users/{userId}

Delete users

Auth: Session

PUT/api/client-portals/{clientId}/users/{userId}

Update users

Auth: Session

DELETE/api/client-portals/{id}

Delete client portals

Auth: Session

GET/api/client-portals/{id}

List or retrieve client portals

Auth: Session

PUT/api/client-portals/{id}

Update client portals

Auth: Session

GET/api/client-portals/{id}/stats

List or retrieve stats

Auth: Session

Commission Plans

GET/api/commission-plans

List or retrieve commission plans

Auth: Session

POST/api/commission-plans

Create commission plans

Auth: Session

DELETE/api/commission-plans/{id}

Delete commission plans

Auth: Session

PATCH/api/commission-plans/{id}

Update commission plans

Auth: Session

PUT/api/commission-plans/{id}

Update commission plans

Auth: Session

Commissions

GET/api/commissions

List or retrieve commissions

Auth: Session

POST/api/commissions/{id}/approve

Create approve

Auth: Session

POST/api/commissions/{id}/mark-paid

Create mark paid

Auth: Session

POST/api/commissions/calculate

Create calculate

Auth: Session

Companies

GET/api/companies

List or retrieve companies

Auth: Session

POST/api/companies

Create companies

Auth: Session

GET/api/companies/{companyId}/sites

List or retrieve sites

Auth: Session

POST/api/companies/{companyId}/sites

Create sites

Auth: Session

DELETE/api/companies/{companyId}/sites/{siteId}

Delete sites

Auth: Session

PUT/api/companies/{companyId}/sites/{siteId}

Update sites

Auth: Session

DELETE/api/companies/{id}

Delete companies

Auth: Session

GET/api/companies/{id}

List or retrieve companies

Auth: Session

PUT/api/companies/{id}

Update companies

Auth: Session

GET/api/companies/{id}/activity

List or retrieve activity

Auth: Session

POST/api/companies/{id}/activity

Create activity

Auth: Session

GET/api/companies/{id}/health

List or retrieve health

Auth: Session

POST/api/companies/{id}/health/recalculate

Create recalculate

Auth: Session

Competitive Intel

GET/api/competitive-intel

List or retrieve competitive intel

Auth: Session

POST/api/competitive-intel

Create competitive intel

Auth: Session

DELETE/api/competitive-intel/{id}

Delete competitive intel

Auth: Session

GET/api/competitive-intel/{id}

List or retrieve competitive intel

Auth: Session

PATCH/api/competitive-intel/{id}

Update competitive intel

Auth: Session

PUT/api/competitive-intel/{id}

Update competitive intel

Auth: Session

POST/api/competitive-intel/{id}/log-outcome

Create log outcome

Auth: Session

Contacts

GET/api/contacts

List or retrieve contacts

Auth: Session

POST/api/contacts

Create contacts

Auth: Session

DELETE/api/contacts/{id}

Delete contacts

Auth: Session

GET/api/contacts/{id}

List or retrieve contacts

Auth: Session

PUT/api/contacts/{id}

Update contacts

Auth: Session

GET/api/contacts/{id}/activity

List or retrieve activity

Auth: Session

POST/api/contacts/{id}/notes

Create notes

Auth: Session

Crm

GET/api/crm/preferences

List or retrieve preferences

Auth: Session

GET/api/crm/unsubscribe

List or retrieve unsubscribe

Auth: Session

Custom Fields

DELETE/api/custom-fields/{id?}

Delete custom fields

Auth: Session

GET/api/custom-fields/{id?}

List or retrieve custom fields

Auth: Session

POST/api/custom-fields/{id?}

Create custom fields

Auth: Session

PUT/api/custom-fields/{id?}

Update custom fields

Auth: Session

GET/api/custom-fields/values/{entityId}

List or retrieve values

Auth: Session

PUT/api/custom-fields/values/{entityId}

Update values

Auth: Session

Dashboard Widget

GET/api/dashboard-widget

List or retrieve dashboard widget

Auth: Session

Dashboard

GET/api/dashboard/pipeline-snapshot

List or retrieve pipeline snapshot

Auth: Session

GET/api/dashboard/stats

List or retrieve stats

Auth: Session

Deal Rooms

GET/api/deal-rooms

List or retrieve deal rooms

Auth: Session

POST/api/deal-rooms

Create deal rooms

Auth: Session

DELETE/api/deal-rooms/{id}

Delete deal rooms

Auth: Session

GET/api/deal-rooms/{id}

List or retrieve deal rooms

Auth: Session

POST/api/deal-rooms/{id}/documents

Create documents

Auth: Session

POST/api/deal-rooms/{id}/stakeholders

Create stakeholders

Auth: Session

DELETE/api/deal-rooms/{id}/stakeholders/{email}

Delete stakeholders

Auth: Session

POST/api/deal-rooms/{id}/toggle-public

Create toggle public

Auth: Session

Dedup

POST/api/dedup/merge

Create merge

Auth: Session

GET/api/dedup/scan

List or retrieve scan

Auth: Session

Email Admin

DELETE/api/email-admin/{action?}

Delete email admin

Auth: Session

GET/api/email-admin/{action?}

List or retrieve email admin

Auth: Session

POST/api/email-admin/{action?}

Create email admin

Auth: Session

Email Sync

GET/api/email-sync/emails

List or retrieve emails

Auth: Session

GET/api/email-sync/emails/{id}

List or retrieve emails

Auth: Session

GET/api/email-sync/mailboxes

List or retrieve mailboxes

Auth: Session

POST/api/email-sync/mailboxes

Create mailboxes

Auth: Session

DELETE/api/email-sync/mailboxes/{id}

Delete mailboxes

Auth: Session

GET/api/email-sync/mailboxes/{id}

List or retrieve mailboxes

Auth: Session

PUT/api/email-sync/mailboxes/{id}

Update mailboxes

Auth: Session

POST/api/email-sync/mailboxes/{id}/sync

Create sync

Auth: Session

GET/api/email-sync/stats

List or retrieve stats

Auth: Session

Esign

DELETE/api/esign/{resource}/{id?}

Delete esign

Auth: Session

GET/api/esign/{resource}/{id?}

List or retrieve esign

Auth: Session

POST/api/esign/{resource}/{id?}

Create esign

Auth: Session

PUT/api/esign/{resource}/{id?}

Update esign

Auth: Session

Export

GET/api/export/jobs

List or retrieve jobs

Auth: Session

POST/api/export/start

Create start

Auth: Session

Health

GET/api/health

List or retrieve health

Auth: Session

Healthz

GET/api/healthz

List or retrieve healthz

Auth: Session

Iam

POST/api/iam/sync

Create sync

Auth: Session

Import

GET/api/import/jobs

List or retrieve jobs

Auth: Session

POST/api/import/start

Create start

Auth: Session

Industry

GET/api/industry/blueprints/{action?}

List or retrieve blueprints

Auth: Session

POST/api/industry/blueprints/{action?}

Create blueprints

Auth: Session

GET/api/industry/methodologies/{action?}

List or retrieve methodologies

Auth: Session

POST/api/industry/methodologies/{action?}

Create methodologies

Auth: Session

POST/api/industry/seed

Create seed

Auth: Session

GET/api/industry/verticals/{action?}

List or retrieve verticals

Auth: Session

POST/api/industry/verticals/{action?}

Create verticals

Auth: Session

Integration

GET/api/integration/{action}

List or retrieve integration

Auth: Session

POST/api/integration/bus-events

Create bus events

Auth: Session

GET/api/integration/legal/{action}

List or retrieve legal

Auth: Session

POST/api/integration/legal/{action}

Create legal

Auth: Session

GET/api/integration/psa/{action}/{param?}

List or retrieve psa

Auth: Session

POST/api/integration/psa/{action}/{param?}

Create psa

Auth: Session

POST/api/integration/voice/activity

Create activity

Auth: Session

POST/api/integration/voice/click-to-call

Create click to call

Auth: Session

GET/api/integration/voice/contact-lookup

List or retrieve contact lookup

Auth: Session

Leads

GET/api/leads

List or retrieve leads

Auth: Session

POST/api/leads

Create leads

Auth: Session

DELETE/api/leads/{id}

Delete leads

Auth: Session

GET/api/leads/{id}

List or retrieve leads

Auth: Session

PATCH/api/leads/{id}

Update leads

Auth: Session

PUT/api/leads/{id}

Update leads

Auth: Session

POST/api/leads/{id}/convert

Create convert

Auth: Session

POST/api/leads/{id}/rescore

Create rescore

Auth: Session

Marketing

GET/api/marketing/analytics

List or retrieve analytics

Auth: Session

DELETE/api/marketing/blog-posts/{id?}

Delete blog posts

Auth: Session

GET/api/marketing/blog-posts/{id?}

List or retrieve blog posts

Auth: Session

POST/api/marketing/blog-posts/{id?}

Create blog posts

Auth: Session

PUT/api/marketing/blog-posts/{id?}

Update blog posts

Auth: Session

DELETE/api/marketing/campaigns/{id?}

Delete campaigns

Auth: Session

GET/api/marketing/campaigns/{id?}

List or retrieve campaigns

Auth: Session

POST/api/marketing/campaigns/{id?}

Create campaigns

Auth: Session

PUT/api/marketing/campaigns/{id?}

Update campaigns

Auth: Session

POST/api/marketing/campaigns/{id}/cancel

Create cancel

Auth: Session

POST/api/marketing/campaigns/{id}/send

Create send

Auth: Session

GET/api/marketing/campaigns/{id}/stats

List or retrieve stats

Auth: Session

GET/api/marketing/compliance/settings

List or retrieve settings

Auth: Session

PUT/api/marketing/compliance/settings

Update settings

Auth: Session

DELETE/api/marketing/drip-sequences/{id?}

Delete drip sequences

Auth: Session

GET/api/marketing/drip-sequences/{id?}

List or retrieve drip sequences

Auth: Session

POST/api/marketing/drip-sequences/{id?}

Create drip sequences

Auth: Session

PUT/api/marketing/drip-sequences/{id?}

Update drip sequences

Auth: Session

POST/api/marketing/drip-sequences/{id}/enroll

Create enroll

Auth: Session

GET/api/marketing/drip-sequences/{id}/enrollments

List or retrieve enrollments

Auth: Session

DELETE/api/marketing/email-templates/{id?}

Delete email templates

Auth: Session

GET/api/marketing/email-templates/{id?}

List or retrieve email templates

Auth: Session

POST/api/marketing/email-templates/{id?}

Create email templates

Auth: Session

PUT/api/marketing/email-templates/{id?}

Update email templates

Auth: Session

DELETE/api/marketing/forms/{id?}

Delete forms

Auth: Session

GET/api/marketing/forms/{id?}

List or retrieve forms

Auth: Session

POST/api/marketing/forms/{id?}

Create forms

Auth: Session

PUT/api/marketing/forms/{id?}

Update forms

Auth: Session

GET/api/marketing/landing-pages

List or retrieve landing pages

Auth: Public

DELETE/api/marketing/lead-magnets/{id?}

Delete lead magnets

Auth: Session

GET/api/marketing/lead-magnets/{id?}

List or retrieve lead magnets

Auth: Session

POST/api/marketing/lead-magnets/{id?}

Create lead magnets

Auth: Session

PUT/api/marketing/lead-magnets/{id?}

Update lead magnets

Auth: Session

DELETE/api/marketing/podcasts/{id?}

Delete podcasts

Auth: Session

GET/api/marketing/podcasts/{id?}

List or retrieve podcasts

Auth: Session

POST/api/marketing/podcasts/{id?}

Create podcasts

Auth: Session

PUT/api/marketing/podcasts/{id?}

Update podcasts

Auth: Session

GET/api/marketing/suppressions

List or retrieve suppressions

Auth: Session

DELETE/api/marketing/suppressions/{email}

Delete suppressions

Auth: Session

GET/api/marketing/suppressions/export

List or retrieve export

Auth: Session

POST/api/marketing/suppressions/import

Create import

Auth: Session

Opportunities

GET/api/opportunities

List or retrieve opportunities

Auth: Session

POST/api/opportunities

Create opportunities

Auth: Session

DELETE/api/opportunities/{id}

Delete opportunities

Auth: Session

GET/api/opportunities/{id}

List or retrieve opportunities

Auth: Session

PATCH/api/opportunities/{id}

Update opportunities

Auth: Session

PUT/api/opportunities/{id}

Update opportunities

Auth: Session

POST/api/opportunities/{id}/close-lost

Create close lost

Auth: Session

POST/api/opportunities/{id}/close-won

Create close won

Auth: Session

POST/api/opportunities/{id}/move-stage

Create move stage

Auth: Session

Permissions

POST/api/permissions/register

Create register

Auth: Session

Pipelines

GET/api/pipelines

List or retrieve pipelines

Auth: Session

POST/api/pipelines

Create pipelines

Auth: Session

DELETE/api/pipelines/{id}

Delete pipelines

Auth: Session

GET/api/pipelines/{id}

List or retrieve pipelines

Auth: Session

PATCH/api/pipelines/{id}

Update pipelines

Auth: Session

PUT/api/pipelines/{id}

Update pipelines

Auth: Session

Presentations

POST/api/presentations/sales

Create sales

Auth: Session

GET/api/presentations/sales/{id}

List or retrieve sales

Auth: Session

Proposals

GET/api/proposals

List or retrieve proposals

Auth: Session

POST/api/proposals

Create proposals

Auth: Session

DELETE/api/proposals/{id}

Delete proposals

Auth: Session

GET/api/proposals/{id}

List or retrieve proposals

Auth: Session

PATCH/api/proposals/{id}

Update proposals

Auth: Session

PUT/api/proposals/{id}

Update proposals

Auth: Session

POST/api/proposals/{id}/accept

Create accept

Auth: Session

POST/api/proposals/{id}/reorder

Create reorder

Auth: Session

POST/api/proposals/{id}/sections

Create sections

Auth: Session

POST/api/proposals/{id}/send

Create send

Auth: Session

Qbr

DELETE/api/qbr/{resource}/{id?}

Delete qbr

Auth: Session

GET/api/qbr/{resource}/{id?}

List or retrieve qbr

Auth: Session

POST/api/qbr/{resource}/{id?}

Create qbr

Auth: Session

PUT/api/qbr/{resource}/{id?}

Update qbr

Auth: Session

POST/api/qbr/records/{id}/complete-meeting

Create complete meeting

Auth: Session

POST/api/qbr/records/{id}/generate-presentation

Create generate presentation

Auth: Session

POST/api/qbr/records/{id}/invite

Create invite

Auth: Session

GET/api/qbr/records/{id}/presentation

List or retrieve presentation

Auth: Session

POST/api/qbr/records/{id}/presentation/add-slide

Create add slide

Auth: Session

DELETE/api/qbr/records/{id}/presentation/slides/{slideNumber}

Delete slides

Auth: Session

PATCH/api/qbr/records/{id}/presentation/slides/{slideNumber}

Update slides

Auth: Session

POST/api/qbr/records/{id}/regenerate-presentation

Create regenerate presentation

Auth: Session

POST/api/qbr/records/{id}/start-meeting

Create start meeting

Auth: Session

Quote Templates

GET/api/quote-templates

List or retrieve quote templates

Auth: Session

POST/api/quote-templates

Create quote templates

Auth: Session

DELETE/api/quote-templates/{id}

Delete quote templates

Auth: Session

GET/api/quote-templates/{id}

List or retrieve quote templates

Auth: Session

PATCH/api/quote-templates/{id}

Update quote templates

Auth: Session

PUT/api/quote-templates/{id}

Update quote templates

Auth: Session

PUT/api/quote-templates/{id}/catalog-items/{itemId}

Update catalog items

Auth: Session

Quotes

GET/api/quotes

List or retrieve quotes

Auth: Session

POST/api/quotes

Create quotes

Auth: Session

DELETE/api/quotes/{id}

Delete quotes

Auth: Session

GET/api/quotes/{id}

List or retrieve quotes

Auth: Session

PATCH/api/quotes/{id}

Update quotes

Auth: Session

PUT/api/quotes/{id}

Update quotes

Auth: Session

POST/api/quotes/{id}/accept

Create accept

Auth: Session

POST/api/quotes/{id}/new-version

Create new version

Auth: Session

POST/api/quotes/{id}/reject

Create reject

Auth: Session

POST/api/quotes/{id}/review-approval

Create review approval

Auth: Session

POST/api/quotes/{id}/send

Create send

Auth: Session

POST/api/quotes/{id}/submit-approval

Create submit approval

Auth: Session

POST/api/quotes/{id}/void

Create void

Auth: Session

Reports

POST/api/reports/run

Create run

Auth: Session

DELETE/api/reports/saved/{id?}

Delete saved

Auth: Session

GET/api/reports/saved/{id?}

List or retrieve saved

Auth: Session

POST/api/reports/saved/{id?}

Create saved

Auth: Session

PUT/api/reports/saved/{id?}

Update saved

Auth: Session

Sales Activities

GET/api/sales-activities

List or retrieve sales activities

Auth: Session

POST/api/sales-activities

Create sales activities

Auth: Session

DELETE/api/sales-activities/{id}

Delete sales activities

Auth: Session

GET/api/sales-activities/{id}

List or retrieve sales activities

Auth: Session

PATCH/api/sales-activities/{id}

Update sales activities

Auth: Session

PUT/api/sales-activities/{id}

Update sales activities

Auth: Session

POST/api/sales-activities/{id}/complete

Create complete

Auth: Session

Sales Forecasting

GET/api/sales-forecasting

List or retrieve sales forecasting

Auth: Session

POST/api/sales-forecasting/snapshot

Create snapshot

Auth: Session

POST/api/sales-forecasting/target

Create target

Auth: Session

Search

GET/api/search

List or retrieve search

Auth: Session

Settings

GET/api/settings/audit-log

List or retrieve audit log

Auth: Session

DELETE/api/settings/webhooks/{id?}

Delete webhooks

Auth: Session

GET/api/settings/webhooks/{id?}

List or retrieve webhooks

Auth: Session

POST/api/settings/webhooks/{id?}

Create webhooks

Auth: Session

PUT/api/settings/webhooks/{id?}

Update webhooks

Auth: Session

Tenants

GET/api/tenants/current

List or retrieve current

Auth: Session

PUT/api/tenants/current

Update current

Auth: Session

GET/api/tenants/members

List or retrieve members

Auth: Session

DELETE/api/tenants/members/{userId}

Delete members

Auth: Session

PUT/api/tenants/members/{userId}/role

Update role

Auth: Session

POST/api/tenants/members/invite

Create invite

Auth: Session

POST/api/tenants/provision

Create provision

Auth: Session

Territories

GET/api/territories

List or retrieve territories

Auth: Session

POST/api/territories

Create territories

Auth: Session

DELETE/api/territories/{id}

Delete territories

Auth: Session

GET/api/territories/{id}

List or retrieve territories

Auth: Session

PATCH/api/territories/{id}

Update territories

Auth: Session

PUT/api/territories/{id}

Update territories

Auth: Session

POST/api/territories/{id}/auto-assign

Create auto assign

Auth: Session

Users

GET/api/users/me

List or retrieve me

Auth: Session

PUT/api/users/me

Update me

Auth: Session

POST/api/users/me/change-password

Create change password

Auth: Session

GET/api/users/notifications

List or retrieve notifications

Auth: Session

POST/api/users/notifications/{id}/read

Create read

Auth: Session

POST/api/users/notifications/read-all

Create read all

Auth: Session

GET/api/users/preferences

List or retrieve preferences

Auth: Session

PUT/api/users/preferences

Update preferences

Auth: Session

Webhooks

POST/api/webhooks/esign-complete

Create esign complete

Auth: Public

POST/api/webhooks/ses

Create ses

Auth: Session

POST/api/webhooks/stripe

Create stripe

Auth: Public

Workflow Rules

DELETE/api/workflow-rules/{id?}

Delete workflow rules

Auth: Session

GET/api/workflow-rules/{id?}

List or retrieve workflow rules

Auth: Session

POST/api/workflow-rules/{id?}

Create workflow rules

Auth: Session

PUT/api/workflow-rules/{id?}

Update workflow rules

Auth: Session

---

note

This reference is auto-generated from source code. Run npx tsx scripts/generate-api-docs.ts from the ops-center repo to refresh.