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Referencia de la API

CRM

331 operaciones

Búsqueda

GET/v1/crm/searchSearch deals, people, companies and prospects by text

Listas

GET/v1/crm/listsList CRM lists GET/v1/crm/lists/{list_id}Get one CRM list GET/v1/crm/lists/{list_id}/membersList the members of a CRM list POST/v1/crm/listsCreate a CRM list PATCH/v1/crm/lists/{list_id}Update a CRM list POST/v1/crm/lists/{list_id}/duplicateDuplicate a CRM list DELETE/v1/crm/lists/{list_id}Delete a CRM list POST/v1/crm/lists/{list_id}/membersAdd persons to a static list POST/v1/crm/lists/{list_id}/members/removeRemove persons from a static list POST/v1/crm/lists/{list_id}/refresh-countRecount the members of a list

Secuencias

POST/v1/crm/sequences/{sequence_id}/linked-listsLink a dynamic list to a sequence POST/v1/crm/sequences/{sequence_id}/linked-lists/removeUnlink a list from a sequence GET/v1/crm/sequencesList sequences GET/v1/crm/sequences/{sequence_id}Get one sequence with its steps GET/v1/crm/sequences/{sequence_id}/metricsCount a sequence's enrollments by status and its email results POST/v1/crm/sequencesCreate a sequence (always inactive)PATCH/v1/crm/sequences/{sequence_id}Update a sequence POST/v1/crm/sequences/{sequence_id}/activateActivate a sequence (starts sending to real people)POST/v1/crm/sequences/{sequence_id}/pausePause a sequence POST/v1/crm/sequences/{sequence_id}/duplicateDuplicate a sequence POST/v1/crm/sequences/reorderSet the display order of the sequences POST/v1/crm/sequences/bulk/labelsAdd or remove labels on sequences DELETE/v1/crm/sequences/{sequence_id}Delete a sequence POST/v1/crm/sequences/{sequence_id}/exits/previewPreview who leaves a sequence by its exits, page by page GET/v1/crm/sequences/healthList the health of the sequences: warnings, paused contacts and what to do

Archivado en cascada

archive_cascade

POST/v1/crm/archive-cascade/previewPreview an archive with linked records POST/v1/crm/archive-cascadeArchive a record with chosen linked records POST/v1/crm/archive-cascade/bulkArchive many records with their linked records

Archivos

DELETE/v1/crm/files/{file_id}Delete a file attached to a record GET/v1/crm/filesList the files attached to a record POST/v1/crm/filesAttach a file to a record POST/v1/crm/files/uploadsGet a signed URL to upload a file for a record

WhatsApp

POST/v1/crm/conversations/{conversation_id}/whatsapp/uploadsGet a signed URL to upload a WhatsApp attachment GET/v1/crm/whatsapp/sent-by-lineWhat went out by WhatsApp in a time window, line by line POST/v1/crm/conversations/{conversation_id}/whatsapp/textSend a WhatsApp text message POST/v1/crm/whatsapp/send-templateSend an approved WhatsApp template POST/v1/crm/conversations/{conversation_id}/whatsapp/mediaSend an image, video, audio or document by WhatsApp POST/v1/crm/conversations/{conversation_id}/whatsapp/readMark a WhatsApp conversation as read GET/v1/crm/whatsapp/templatesList the WhatsApp templates of a line POST/v1/crm/whatsapp/templates/syncRefresh the WhatsApp templates of a line from Meta GET/v1/crm/whatsapp/templates/compareCompare a line's WhatsApp templates in Meta with the synced copy, without writing POST/v1/crm/whatsapp/templatesSubmit a new WhatsApp template to Meta PATCH/v1/crm/whatsapp/templates/{template_id}Edit a WhatsApp template in place POST/v1/crm/whatsapp/templates/{template_id}/duplicateCopy a WhatsApp template to another line's account DELETE/v1/crm/whatsapp/templates/{template_name}Delete a WhatsApp template in Meta GET/v1/crm/whatsapp/lines/availableList the WhatsApp lines a lead source can use

Registro de webhooks entrantes

GET/v1/crm/lead-sources/{source_id}/logsList the webhook deliveries of a lead source POST/v1/crm/webhook-logs/{log_id}/retryRetry a failed webhook delivery

Conversaciones

conversations

GET/v1/crm/conversationsList inbox conversations GET/v1/crm/conversations/{conversation_id}Get one conversation with its reply window POST/v1/crm/conversations/{conversation_id}/closeClose a conversation POST/v1/crm/conversations/{conversation_id}/reopenReopen a conversation POST/v1/crm/conversations/{conversation_id}/archiveArchive or unarchive a conversation POST/v1/crm/conversations/{conversation_id}/assignSet the inbox assignee of a conversation POST/v1/crm/conversations/{conversation_id}/resolve-personFind and link the CRM person of a conversation by phone POST/v1/crm/conversationsStart a WhatsApp conversation with a first text message

Mensajes

GET/v1/crm/conversations/{conversation_id}/messagesList the messages of a conversation GET/v1/crm/messages/countCount the messages one person or one AI agent sent in a time window POST/v1/crm/messages/{message_id}/starStar or unstar a message POST/v1/crm/messages/{message_id}/reactReact to a message with an emoji

Personas

GET/v1/crm/persons/{person_id}/messagesList the messages of all of a person's conversations GET/v1/crm/personsList persons GET/v1/crm/persons/{person_id}Get one person GET/v1/crm/persons/{person_id}/contextGet a person with their company and deals GET/v1/crm/persons/lookupFind a person by email or phone (or many phones)GET/v1/crm/persons/similarFind prior deals and prospects that look like this contact POST/v1/crm/personsCreate a person POST/v1/crm/persons/{person_id}/do-not-contactMark one person as do-not-contact (or clear it)PATCH/v1/crm/persons/{person_id}Update a person DELETE/v1/crm/persons/{person_id}Delete a person POST/v1/crm/persons/{person_id}/archiveArchive or unarchive a person POST/v1/crm/persons/{person_id}/companiesLink a person to a company POST/v1/crm/persons/{person_id}/companies/removeUnlink a person from a company POST/v1/crm/persons/{person_id}/companies/primarySet the primary company of a person PATCH/v1/crm/persons/{person_id}/chat-dataAccept or dismiss a chat-data suggestion POST/v1/crm/persons/bulk/deleteDelete many persons POST/v1/crm/persons/bulk/labelsAdd or remove labels on many persons POST/v1/crm/persons/bulk/ownerSet the owner of many persons POST/v1/crm/persons/bulk/companySet the primary company of many persons POST/v1/crm/persons/bulk/do-not-contactMark many persons as do-not-contact (or clear it)GET/v1/crm/persons/{person_id}/enrollmentsList the sequence enrollments of a person

Líneas

GET/v1/crm/lines/{line_id}/messagesList the messages of a WhatsApp line between two dates GET/v1/crm/linesList the CRM's WhatsApp lines PATCH/v1/crm/lines/{line_id}/receiversSet who gets notified of a WhatsApp line PATCH/v1/crm/lines/{line_id}/sellersSet which sellers work a WhatsApp line

Mensajes privados de redes

POST/v1/crm/conversations/{conversation_id}/social-dmReply to an Instagram, Messenger or TikTok DM that is in the CRM (CRM → Messages)

Email

POST/v1/crm/emailsSend an email from a connected mailbox GET/v1/crm/emails/sendersList the mailboxes the caller can send from, and which need reconnecting GET/v1/crm/emails/signaturesList the email signatures of a CRM user GET/v1/crm/emails/mailboxesList the mailboxes the CRM reads and syncs GET/v1/crm/emails/mailboxes/{owner_user_id}/threadsList the email threads of a mailbox GET/v1/crm/emails/mailboxes/{owner_user_id}/threads/{thread_id}Get the messages of an email thread POST/v1/crm/emails/mailboxes/{owner_user_id}/threads/{thread_id}/link-personLink every email of a thread to a person POST/v1/crm/emails/mailboxes/{owner_user_id}/threads/{thread_id}/archiveArchive an email thread POST/v1/crm/emails/mailboxes/{owner_user_id}/threads/{thread_id}/unarchiveMove an archived email thread back to the inbox POST/v1/crm/emails/mailboxes/{owner_user_id}/threads/bulk/archiveArchive many email threads of a mailbox POST/v1/crm/emails/mailboxes/{owner_user_id}/syncSync a mailbox now

Cotizaciones

GET/v1/crm/quotes/configGet the quote configuration PATCH/v1/crm/quotes/configUpdate the quote numbering, issuer and footer POST/v1/crm/quotes/templatesCreate or replace a quote template POST/v1/crm/quotes/templates/{template_id}/deleteDelete a quote template POST/v1/crm/quotes/templates/{template_id}/defaultMake a quote template the default POST/v1/crm/quotes/templates/{template_id}/duplicateDuplicate a quote template GET/v1/crm/quotes/pagesList the quote attachment pages POST/v1/crm/quotes/pagesCreate a quote attachment page PATCH/v1/crm/quotes/pages/{page_id}Update a quote attachment page POST/v1/crm/quotes/pages/{page_id}/deleteDelete a quote attachment page POST/v1/crm/deals/{deal_id}/quote/emitEmit the quote PDF of a deal GET/v1/crm/deals/{deal_id}/quote/emissionsList the quote emissions of a deal GET/v1/crm/deals/{deal_id}/quoteGet the quote document of a deal

Analítica

GET/v1/crm/analytics/summaryGet one section of the CRM performance overview POST/v1/crm/analytics/pivotRun a CRM report (group by dimensions, compute metrics)

Pronóstico

GET/v1/crm/forecastGet the weighted forecast of a pipeline

Atribución

GET/v1/crm/attribution/facetsList which attribution fields have data on the deals GET/v1/crm/attribution/ctwaClick-to-WhatsApp attribution by Meta ad GET/v1/crm/attribution/web-trackingMB Suite Pixel attribution by source and campaign GET/v1/crm/attribution/revenueRevenue of won deals by channel or attribution hierarchy

IA

ai

GET/v1/crm/ai/performancePerformance of the CRM AI team POST/v1/crm/deals/{deal_id}/ai-coachRun the AI Deal Coach on a deal POST/v1/crm/deals/{deal_id}/ai-email-draftDraft an email for a deal with AI POST/v1/crm/deals/{deal_id}/ai-scoreScore a deal with AI POST/v1/crm/prospects/{prospect_id}/ai-scoreScore a prospect with AI POST/v1/crm/prospects/bulk/ai-scoreScore many prospects with AI

Equipo IA

GET/v1/crm/ai-team/positionsList the CRM AI team positions GET/v1/crm/ai-team/positions/{position_id}Get one CRM AI team position GET/v1/crm/ai-team/states/{state_id}Get the AI state of a deal or prospect GET/v1/crm/ai-team/statesList the AI states of a position GET/v1/crm/ai-team/states/{state_id}/turnsList the turns of an AI state (the AI log)POST/v1/crm/ai-team/positionsCreate an operative AI position of the CRM AI team PATCH/v1/crm/ai-team/positions/{position_id}Change an operative AI position of the CRM AI team POST/v1/crm/ai-team/positions/{position_id}/enabledTurn a CRM AI team position on or off POST/v1/crm/ai-team/positions/reorderReorder the CRM AI team table POST/v1/crm/ai-team/positions/{position_id}/knowledgeAdd a text to the knowledge of an AI position DELETE/v1/crm/ai-team/positions/{position_id}/knowledge/{entry_id}Remove an entry from the knowledge of an AI position POST/v1/crm/ai-team/positions/{position_id}/assignPut a deal or prospect in charge of an AI position POST/v1/crm/ai-team/take-overA person takes control of a record from the AI POST/v1/crm/ai-team/states/{state_id}/pausePause the AI in a deal or prospect POST/v1/crm/ai-team/states/{state_id}/resumeResume the AI in a paused deal or prospect

Reenganche

GET/v1/crm/reengagementList deals or prospects that came back (re-engaged)POST/v1/crm/reengagement/dismissContinue with a re-engaged deal or prospect (resolve its comeback banner)

Equipo

GET/v1/crm/teamList the CRM team (sellers and AI agents)GET/v1/crm/team/available-membersList org members who can join the CRM team POST/v1/crm/teamAdd an org member to the CRM team POST/v1/crm/team/{user_id}/removeRemove a seller from the CRM team PATCH/v1/crm/team/{user_id}Change a team member's CRM role POST/v1/crm/team/reorderReorder the CRM team POST/v1/crm/team/{user_id}/out-of-officeMark a seller out of office, or back, in every assignment rule

Configuración

GET/v1/crm/settings/seller-scopeGet the seller scope setting PATCH/v1/crm/settings/seller-scopeTurn the seller scope on or off GET/v1/crm/settings/scoringGet the AI scoring configuration POST/v1/crm/settings/scoring/{block}/knowledge/{entry_id}/deleteRemove a knowledge file from an AI scoring block POST/v1/crm/settings/scoring/testScore a sample lead with the current configuration GET/v1/crm/settings/attributionGet the visible attribution model PATCH/v1/crm/settings/attributionSet the visible attribution model GET/v1/crm/settings/own-domainsGet the CRM's organization settings (own domains, prospect currency)PATCH/v1/crm/settings/own-domainsReplace the organization's own email domains PATCH/v1/crm/settings/prospectsSet the default currency shown for prospects

Territorios

GET/v1/crm/territoriesList sales territories POST/v1/crm/territoriesCreate a sales territory PATCH/v1/crm/territories/{territory_id}Update a sales territory POST/v1/crm/territories/{territory_id}/deleteDelete a sales territory

Reglas de asignación

assignment_rules

GET/v1/crm/assignment-rulesList lead assignment rules GET/v1/crm/assignment-rules/{rule_id}Get one lead assignment rule POST/v1/crm/assignment-rulesCreate a lead assignment rule PATCH/v1/crm/assignment-rules/{rule_id}Update a lead assignment rule POST/v1/crm/assignment-rules/{rule_id}/deleteDelete a lead assignment rule

Metas

GET/v1/crm/goalsList sales goals POST/v1/crm/goalsCreate a sales goal PATCH/v1/crm/goals/{goal_id}Update a sales goal POST/v1/crm/goals/{goal_id}/deleteDelete a sales goal POST/v1/crm/goals/{goal_id}/refreshRecompute a goal's current value

Productos

GET/v1/crm/productsList the CRM products (the catalog deal quotes are built from)GET/v1/crm/products/{product_id}Get one CRM product POST/v1/crm/productsCreate a CRM product PATCH/v1/crm/products/{product_id}Update a CRM product POST/v1/crm/products/reorderReorder the CRM product list POST/v1/crm/products/{product_id}/archiveArchive or unarchive a CRM product DELETE/v1/crm/products/{product_id}Delete a CRM product POST/v1/crm/products/bulk/archiveArchive or unarchive many CRM products POST/v1/crm/products/bulk/deleteDelete many CRM products

Catálogos

GET/v1/crm/catalogsList synced product catalogs GET/v1/crm/catalogs/{catalog_id}Get one synced catalog PATCH/v1/crm/catalogs/{catalog_id}Update a synced catalog DELETE/v1/crm/catalogs/{catalog_id}Delete a synced catalog

Conversiones

GET/v1/crm/conversions/configList the conversions send-back configuration per platform GET/v1/crm/conversions/eventsList conversion events sent to the ad platforms PATCH/v1/crm/conversions/config/{platform}Update the conversions settings of a platform POST/v1/crm/conversions/config/{platform}/rulesReplace the conversion rules of a platform POST/v1/crm/conversions/config/{platform}/enabledTurn conversions sending on or off for a platform POST/v1/crm/conversions/config/{platform}/deleteDelete the conversions configuration of a platform

Calendario

GET/v1/crm/calendar/vendorsList the sellers whose calendar you can see GET/v1/crm/calendar/eventsList calendar events and bookings in a time window POST/v1/crm/calendar/eventsCreate a calendar event or schedule a meeting PATCH/v1/crm/calendar/events/{event_id}Move, resize or edit a calendar event DELETE/v1/crm/calendar/events/{event_id}Delete a calendar event PATCH/v1/crm/calendar/sharing/{vendor_user_id}Change who sees a seller's calendar POST/v1/crm/calendar/syncSync a seller's calendar now

Reservas

GET/v1/crm/bookingsList a seller's bookings, or a person's GET/v1/crm/bookings/{booking_id}Get one booking by its id POST/v1/crm/bookings/{booking_id}/cancelCancel a booking as the host POST/v1/crm/bookings/{booking_id}/rescheduleReschedule a booking as the host POST/v1/crm/bookingsBook a slot of a seller's event type for a CRM person or deal POST/v1/crm/bookings/{booking_id}/guestsAdd optional guests to a booking without notifying anyone

Reservas: configuración

GET/v1/crm/booking/event-typesList booking event types POST/v1/crm/booking/event-typesCreate a booking event type PATCH/v1/crm/booking/event-types/{event_type_id}Update a booking event type POST/v1/crm/booking/event-types/{event_type_id}/enabledEnable or disable a booking event type POST/v1/crm/booking/event-types/{event_type_id}/duplicateDuplicate a booking event type POST/v1/crm/booking/event-types/{event_type_id}/deleteDelete a booking event type POST/v1/crm/booking/event-types/reorderReorder a seller's booking event types PATCH/v1/crm/booking/schedules/{user_id}Set a seller's weekly availability GET/v1/crm/booking/settingsList which sellers take bookings GET/v1/crm/booking/settings/{user_id}Get a seller's booking page and schedule PATCH/v1/crm/booking/settings/{user_id}Update a seller's booking page POST/v1/crm/booking/settings/{user_id}/enabledTurn a seller's public booking on or off POST/v1/crm/booking/settings/{user_id}/slugSet a seller's public booking slug POST/v1/crm/booking/settings/{user_id}/profile-photoUse the seller's profile photo on their booking page GET/v1/crm/booking/availabilityList a seller's free booking slots for an event type

Pipelines

GET/v1/crm/pipelinesList pipelines with their stages GET/v1/crm/pipelines/{pipeline_id}Get one pipeline GET/v1/crm/pipelines/{pipeline_id}/stage-countsCount deals per stage of a pipeline POST/v1/crm/pipelinesCreate a pipeline PATCH/v1/crm/pipelines/{pipeline_id}Update a pipeline DELETE/v1/crm/pipelines/{pipeline_id}Delete an empty pipeline

Tratos

GET/v1/crm/dealsList deals GET/v1/crm/deals/{deal_id}Get one deal GET/v1/crm/deals/{deal_id}/eventsList the history of a deal POST/v1/crm/dealsCreate a deal PATCH/v1/crm/deals/{deal_id}Update a deal POST/v1/crm/deals/{deal_id}/moveMove a deal to another stage POST/v1/crm/deals/{deal_id}/personsAdd persons to a deal POST/v1/crm/deals/{deal_id}/persons/removeRemove persons from a deal POST/v1/crm/deals/{deal_id}/external-lead-idSet or clear the platform lead id of a deal POST/v1/crm/deals/{deal_id}/wonMark a deal as won POST/v1/crm/deals/{deal_id}/lostMark a deal as lost POST/v1/crm/deals/{deal_id}/reopenReopen a won or lost deal POST/v1/crm/deals/{deal_id}/archiveArchive or unarchive a deal POST/v1/crm/deals/{deal_id}/starStar or unstar a deal POST/v1/crm/deals/{deal_id}/quoteSet the quote (line items) of a deal DELETE/v1/crm/deals/{deal_id}Delete a deal POST/v1/crm/deals/bulk/labelsAdd or remove labels on many deals POST/v1/crm/deals/bulk/reassignReassign many deals to one owner POST/v1/crm/deals/bulk/moveMove many deals to a stage POST/v1/crm/deals/bulk/deleteDelete many deals

Empresas

GET/v1/crm/companiesList companies GET/v1/crm/companies/{company_id}Get one company POST/v1/crm/companiesCreate a company PATCH/v1/crm/companies/{company_id}Update a company DELETE/v1/crm/companies/{company_id}Delete a company POST/v1/crm/companies/{company_id}/archiveArchive or unarchive a company POST/v1/crm/companies/bulk/deleteDelete many companies POST/v1/crm/companies/bulk/labelsAdd or remove labels on many companies POST/v1/crm/companies/bulk/ownerSet the owner of many companies

Prospectos

GET/v1/crm/prospectsList prospects (inbox)GET/v1/crm/prospects/{prospect_id}Get one prospect POST/v1/crm/prospectsCreate a prospect PATCH/v1/crm/prospects/{prospect_id}Update a prospect POST/v1/crm/prospects/{prospect_id}/archiveArchive a prospect POST/v1/crm/prospects/{prospect_id}/restoreRestore an archived prospect to the inbox POST/v1/crm/prospects/{prospect_id}/convertConvert a prospect into a deal DELETE/v1/crm/prospects/{prospect_id}Delete a prospect POST/v1/crm/prospects/bulk/archiveArchive many prospects POST/v1/crm/prospects/bulk/interestSet the interest (visible status) of many prospects POST/v1/crm/prospects/bulk/ownerAssign many prospects to an owner POST/v1/crm/prospects/bulk/labelsAdd or remove labels on many prospects POST/v1/crm/prospects/bulk/deleteDelete many prospects GET/v1/crm/prospects/interestsList the prospect statuses (interests)POST/v1/crm/prospects/{prospect_id}/link-to-dealLink a prospect to an existing deal

Actividades

GET/v1/crm/activitiesList activities (timeline of an entity, or the agenda)GET/v1/crm/activities/{activity_id}Get one activity with its replies POST/v1/crm/activitiesCreate a note, reply, task, call or meeting PATCH/v1/crm/activities/{activity_id}Update an activity (fields, pin, links)POST/v1/crm/activities/{activity_id}/completeComplete or reopen a task, call or meeting DELETE/v1/crm/activities/{activity_id}Delete an activity POST/v1/crm/activities/bulk/updateReschedule, reassign or complete many activities POST/v1/crm/activities/bulk/deleteDelete many activities

Campos personalizados

custom_fields

GET/v1/crm/custom-fieldsList custom field definitions POST/v1/crm/custom-fieldsCreate a custom field PATCH/v1/crm/custom-fields/{field_id}Update a custom field DELETE/v1/crm/custom-fields/{field_id}Delete a custom field definition

Etiquetas

GET/v1/crm/labelsList the labels of one entity type POST/v1/crm/labelsCreate a label for one entity type PATCH/v1/crm/labels/{label_id}Rename, recolor or move a label POST/v1/crm/labels/reorderSet the order of the labels of one entity type DELETE/v1/crm/labels/{label_id}Delete a label POST/v1/crm/labels/assignSet, add or remove labels on conversations

Fuentes de leads

GET/v1/crm/lead-sourcesList lead sources GET/v1/crm/lead-sources/{source_id}Get one lead source POST/v1/crm/lead-sourcesCreate a generic or manual lead source PATCH/v1/crm/lead-sources/{source_id}Update a lead source DELETE/v1/crm/lead-sources/{source_id}Delete a lead source POST/v1/crm/lead-sources/{source_id}/pausePause a lead source POST/v1/crm/lead-sources/{source_id}/reactivateReactivate a paused lead source POST/v1/crm/lead-sources/{source_id}/no-rule-recipientsSet who is notified of unassigned leads from a source POST/v1/crm/lead-sources/{source_id}/returning-contactSet whether a returning contact opens new business POST/v1/crm/lead-sources/bulk/ai-qualificationTurn AI scoring on or off for several lead sources POST/v1/crm/lead-sources/whatsappCreate a WhatsApp lead source on a connected line POST/v1/crm/lead-sources/social-dmCreate a lead source from social DMs PATCH/v1/crm/lead-sources/{source_id}/social-dmUpdate a social DM lead source POST/v1/crm/lead-sources/bookingCreate a lead source from a person's bookings

Ingesta de leads

POST/v1/crm/leadsIngest a lead

Borrado en cascada

delete_cascade

POST/v1/crm/delete-cascade/previewPreview a delete with linked records POST/v1/crm/delete-cascadeDelete a record with its orphaned linked records

Fusiones

POST/v1/crm/merge/previewPreview a merge POST/v1/crm/mergeMerge two records

Exportaciones

POST/v1/crm/exportsExport deals, persons, companies or prospects to a CSV file (background job)

Importaciones

POST/v1/crm/importsImport up to 1,000 persons, companies, prospects or deals (background job)

Plantillas de importación

import_templates

GET/v1/crm/import-templatesList saved import templates POST/v1/crm/import-templatesSave an import template PATCH/v1/crm/import-templates/{template_id}Edit an import template DELETE/v1/crm/import-templates/{template_id}Delete an import template

Inscripciones en secuencias

sequence_enrollments

GET/v1/crm/sequences/{sequence_id}/enrollmentsList the enrollments of a sequence GET/v1/crm/sequence-enrollments/{enrollment_id}Get one enrollment with its step history POST/v1/crm/sequences/{sequence_id}/enrollmentsEnroll contacts in a sequence (they may start receiving messages)POST/v1/crm/sequence-enrollments/{enrollment_id}/exitTake a contact out of a sequence POST/v1/crm/sequences/{sequence_id}/enrollments/bulk/exitTake many contacts out of one sequence POST/v1/crm/sequence-enrollments/{enrollment_id}/pausePause one contact in a sequence POST/v1/crm/sequence-enrollments/{enrollment_id}/resumeResume one paused contact (their next step may send right away)POST/v1/crm/sequence-enrollments/{enrollment_id}/retryRetry a failed enrollment POST/v1/crm/sequences/{sequence_id}/enrollments/resume-pausedResume every contact paused by a configuration problem POST/v1/crm/sequences/{sequence_id}/enrollments/addEnroll one person in a sequence (optional start time)

Reglas de envío de secuencias

sequence_rulesets

GET/v1/crm/sequence-rulesetsList the sending rules of sequences POST/v1/crm/sequence-rulesetsCreate sending rules for sequences PATCH/v1/crm/sequence-rulesets/{ruleset_id}Update sending rules DELETE/v1/crm/sequence-rulesets/{ruleset_id}Delete sending rules

Horarios de secuencias

sequence_schedules

GET/v1/crm/sequence-schedulesList the sending schedules of sequences POST/v1/crm/sequence-schedulesCreate a sending schedule for sequences PATCH/v1/crm/sequence-schedules/{schedule_id}Update a sending schedule DELETE/v1/crm/sequence-schedules/{schedule_id}Delete a sending schedule

Mis leads

GET/v1/crm/my-leadsList an owner's deals and prospects with everything needed to work them