CRM API

Opportunities

Companies

Leads

Contacts

Pipelines

Notes

Activities

Users

Custom Objects

Custom Object Schemas

Act! provides everything you need to market like a pro, turn leads into sales, and win raving fans for life. Get on the path to growth.

An ABN Branch (also known as a GST Branch) is used if part of your business needs to account for GST separately from its parent entity.

ABN Branch

An ABN is necessary for operating a business, while a TFN (Tax File Number) is required for any person working in Australia.

ABN or TFN

The Australian Company Number (ACN) is a nine digit number with the last digit being a check digit calculated using a modified modulus 10 calculation. ASIC has adopted a convention of always printing and displaying the ACN in the format XXX XXX XXX; three blocks of three characters, each block separated by a blank.

edge-case

Birth Date

Indicates the associated currency for an amount of money. Values correspond to [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217).

Currency

UNKNOWN_CURRENCY

medium

When custom mappings are configured on the resource, the result is included here.

First name

The industry represents the type of business the company is in.

Last name

Name

The ownership indicates the type of ownership of the company.

The pass_through property allows passing service-specific, custom data or structured modifications in request body when creating or updating resources.

A payee number is a unique number that identifies a payee for tax purposes.

Payee number

Read-only

Company Row Type

A sales tax number is a unique number that identifies a company for tax purposes.

Sales tax number

A formal salutation for the person. For example, 'Mr', 'Mrs'

critical

The actual closing date for the opportunity. If close_date is null, the opportunity is not closed yet.

The unique identifier of the company associated with the opportunity.

The name of the company associated with the opportunity.

The unique identifier of the contact associated with the opportunity.

An array of unique identifiers of all contacts associated with the opportunity.

The date and time when the opportunity was created.

The unique identifier of the user who created the opportunity.

The date and time when the opportunity was last contacted.

The date and time when the lead associated with the opportunity was created.

The date and time when the stage of the opportunity was last changed.

Indicates whether the opportunity has been deleted.

The expected revenue from the opportunity

The number of interactions with the opportunity.

The date and time of the last activity associated with the opportunity.

The unique identifier of the lead associated with the opportunity.

The source of the lead associated with the opportunity.

The unique identifier of the reason why the opportunity was lost.

The monetary value associated with the opportunity

The unique identifier of the user who owns the opportunity.

The unique identifier of the pipeline associated with the opportunity

The unique identifier of the stage in the pipeline associated with the opportunity.

The unique identifier of the primary contact associated with the opportunity.

The unique identifier of the source of the opportunity.

The unique identifier of the current status of the opportunity.

The date and time when the opportunity was last updated.

The unique identifier of the user who last updated the opportunity.

The probability of winning the opportunity, expressed as a percentage.

The unique identifier of the reason why the opportunity was won.

The company the contact is associated with.

The name of the company the contact is associated with.

Current Balance

Description

language code according to ISO 639-1. For the United States - EN

Photo URL

Company name

The date and time when the user was created.

The department the person is currently in. [Deprecated](https://developers.apideck.com/changelog) in favor of the dedicated department_id and department_name field.

Department

The division the person is currently in. Usually a collection of departments or teams or regions.

Division

An Employee Number, Employee ID or Employee Code, is a unique number that has been assigned to each individual staff member within a company.

Employee number

Job title

The date and time when the user was last updated.

high

Whether the Activity is an all day event or not

Whether the activity is a child of another activity or not

The date and time when the activity was created

The custom object related to the activity

Done

The third-party API ID of original entity

Whether the Activity is a group event or not

Name of the contact person at the address

country code according to ISO 3166-1 alpha-2.

Address field that holds a sublocality, such as a county

Line 1 of the address e.g. number, street, suite, apt #, etc.

A binary value used to detect updates to a object and prevent data conflicts. It is incremented each time an update is made to the object.

Row version

Salutation of the contact person at the address

The address string. Some APIs don't provide structured address data.

Note (internal)

The date and time when the activity was last updated

Meeting ID

Meeting URL

filter

sort

x-apideck-app-id

ID of the consumer which you want to get or push data from

x-apideck-consumer-id

Cursor to start from. You can find cursors for next/previous pages in the meta.cursors property of the response.

cursor

The 'fields' parameter allows API users to specify the fields they want to include in the API response. If this parameter is not present, the API will return all available fields. If this parameter is present, only the fields specified in the comma-separated string will be included in the response. Nested properties can also be requested by using a dot notation. <br /><br />Example: `fields=name,email,addresses.city`<br /><br />In the example above, the response will only include the fields "name", "email" and "addresses.city". If any other fields are available, they will be excluded.

fields

Number of results to return. Minimum 1, Maximum 200, Default 20

limit

object_id

Optional unmapped key/values that will be passed through to downstream as query parameters. Ie: ?pass_through[search]=leads becomes ?search=leads

pass_through

Include raw response. Mostly used for debugging purposes

Provide the service id you want to call (e.g., pipedrive). Only needed when a consumer has activated multiple integrations for a Unified API.

x-apideck-service-id

Type

Updated since (timestamp)

The field on which to sort the Activities

The time the attendee was created (ISO 8601)

Whether the attendee is the organizer of the activity

The last time the attendee was updated (ISO 8601)

Contains parameter or domain specific information related to the error and why it occurred.

Contains an explanation of the status_code as defined in HTTP/1.1 standard (RFC 7231)

A human-readable message providing more details about the error.

Account Name

Account Number

Account Type

Bank Code

The name of the bank or financial institution

Bank Name

BIC/SWIFT Code

Branch Identifier

Bank State Branch number (Australia/New Zealand)

BSB Number

Country code according to ISO 3166-1 alpha-2.

Country Code

IBAN

Routing Number

SpaceX

Unique identifier for the associated company of the contact to filter on

Unique identifier for the owner of the contact to filter on

Unique consumer identifier. You can freely choose a consumer ID yourself. Most of the time, this is an ID of your internal data model that represents a user or account in your system (for example account:12345). If the consumer doesn't exist yet, Vault will upsert a consumer based on your ID.

The service provider's ID of the entity that triggered this event

The type entity that triggered this event

The current count this request event has been attempted

ISO Datetime for when the original event occurred

The timestamp when the custom object was created

The unique identifier of the user who created the custom object

The unique identifier of the custom object

The unique identifier of the owner of the custom object

The timestamp when the custom object was last updated

The unique identifier of the user who last updated the custom object

Whether the custom object schema is active

The timestamp when the custom object schema was created

The ID of the user who created the custom object schema

The description of the custom object schema

The unique identifier of the custom object schema

The timestamp when the custom object schema was last updated

The ID of the user who last updated the custom object schema

Whether the custom object schema is visible in the UI

The field on which to sort the Custom Object Schemas

The field on which to sort the Custom Objects

The name of the company the lead is associated with.

Links to navigate to previous or next pages through the API

Link to navigate to the current page through the API

Link to navigate to the previous page through the API

The activity that is related to the note.

The opportunity that is related to the note.

The timestamp when the note was last updated

The field on which to sort the Opportunities

Simple object allowing any properties for direct extension.

Array of objects for structured data modifications via paths.

Optional identifier for a workflow operation to which this pass_through should be applied. This is useful for Unify calls that are making more than one downstream request.

Identifier for the service to which this pass_through should be applied.

All passthrough query parameters are passed along to the connector as is (?pass_through[search]=leads becomes ?search=leads)

The area code of the phone number, e.g. 323

Area code

The country code of the phone number, e.g. +1

Country code

Phone extension

Phone number

The date and time when the object was created.

Created at (timestamp)

The order in which the Pipeline is displayed in the UI.

The date and time when the object was last updated.

Updated at (timestamp)

Whether the Pipeline has win probability enabled or not.

Raw response from the integration when raw=true query param is provided

URL of the social link, e.g. https://www.twitter.com/apideck

The direction in which to sort the results

Contains an explanation of the status_code as defined in HTTP/1.1 standard (RFC 6585)

A object containing a unique identifier for the resource that was created, updated, or deleted.

UnifiedId

To access our API, you need to sign up and obtain your unique API key. Each Unify application is assigned a single API key. You can locate your API key in the Configuration Settings section of your Apideck application. Additionally, your application’s application_id is available on the same page.

Authenticate your API requests by including your test or live secret API key in the request header.

- Bearer authorization header: `Authorization: Bearer "YOUR_API_KEY_HERE"`
- Application id header: `x-apideck-app-id: "YOUR_APP_ID_HERE"`

You should use the public keys on the SDKs and the secret keys to authenticate API requests.

**Do not share or include your secret API keys on client side code.** Your API keys carry significant privileges. Please ensure to keep them 100% secure and be sure to not share your secret API keys in areas that are publicly accessible like GitHub.

Learn how to set the Authorization header inside Postman https://learning.postman.com/docs/postman/sending-api-requests/authorization/#api-key

Go to Unify to grab your API KEY https://app.apideck.com/unify/api-keys


Authorization

The ID of the consumer which you want to get or push data from

Welcome to the CRM API.

You can use this API to access all CRM API endpoints.

## Base URL

The base URL for all API requests is `https://unify.apideck.com`

## Headers

Custom headers that are expected as part of the request. Note that [RFC7230](https://tools.ietf.org/html/rfc7230) states header names are case insensitive.

| Name                  | Type    | Required | Description                                                                                                                                                    |
| --------------------- | ------- | -------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| x-apideck-consumer-id | String  | Yes      | The id of the customer stored inside Apideck Vault. This can be a user id, account id, device id or whatever entity that can have integration within your app. |
| x-apideck-service-id  | String  | No       | Describe the service you want to call (e.g., pipedrive). Only needed when a customer has activated multiple integrations for the same Unified API.             |
| x-apideck-app-id      | String  | Yes      | The application id of your Unify application. Available at https://app.apideck.com/unify/api-keys.                                                             |
| Authorization         | String  | Yes      | Bearer API KEY                                                                                                                                                 |

## Authorization

You can interact with the API through the authorization methods below.



## Pagination

All API resources have support for bulk retrieval via list APIs.  Apideck uses cursor-based pagination via the optional `cursor` and `limit` parameters.

To fetch the first page of results, call the list API without a `cursor` parameter. Afterwards you can fetch subsequent pages by providing a cursor parameter. You will find the next cursor in the response body in `meta.cursors.next`. If `meta.cursors.next` is `null` you're at the end of the list.

In the REST API you can also use the `links` from the response for added convenience. Simply call the URL in `links.next` to get the next page of results.

### Query Parameters

| Name   | Type   | Required | Description                                                                                                        |
| ------ | ------ | -------- | ------------------------------------------------------------------------------------------------------------------ |
| cursor | String | No       | Cursor to start from. You can find cursors for next & previous pages in the meta.cursors property of the response. |
| limit  | Number | No       | Number of results to return. Minimum 1, Maximum 200, Default 20                                                    |

### Response Body

| Name                  | Type   | Description                                                        |
| --------------------- | ------ | ------------------------------------------------------------------ |
| meta.cursors.previous | String | Cursor to navigate to the previous page of results through the API |
| meta.cursors.current  | String | Cursor to navigate to the current page of results through the API  |
| meta.cursors.next     | String | Cursor to navigate to the next page of results through the API     |
| meta.items_on_page    | Number | Number of items returned in the data property of the response      |
| links.previous        | String | Link to navigate to the previous page of results through the API   |
| links.current         | String | Link to navigate to the current page of results through the API    |
| links.next            | String | Link to navigate to the next page of results through the API       |

⚠️ `meta.cursors.previous`/`links.previous` is not available for all connectors.

## SDKs and API Clients

We currently offer a [Node.js](https://developers.apideck.com/sdks/node), [PHP](https://developers.apideck.com/sdks/php), [Python](https://developers.apideck.com/sdks/python) and [.NET](https://developers.apideck.com/sdks/dot-net) SDK.
Need another SDK? [Request the SDK of your choice](https://requests.apideck.io/request).

## Debugging

Because of the nature of the abstraction we do in Apideck Unify we still provide the option to the receive raw requests and responses being handled underlying. By including the raw flag `?raw=true` in your requests you can still receive the full request. Please note that this increases the response size and can introduce extra latency.

## Errors

The API returns standard HTTP response codes to indicate success or failure of the API requests. For errors, we also return a customized error message inside the JSON response. You can see the returned HTTP status codes below.

| Code | Title                | Description                                                                                                                                                                                              |
| ---- | -------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 200  | OK                   | The request message has been successfully processed, and it has produced a response. The response message varies, depending on the request method and the requested data.                                |
| 201  | Created              | The request has been fulfilled and has resulted in one or more new resources being created.                                                                                                              |
| 204  | No Content           | The server has successfully fulfilled the request and that there is no additional content to send in the response payload body.                                                                          |
| 400  | Bad Request          | The receiving server cannot understand the request because of malformed syntax. Do not repeat the request without first modifying it; check the request for errors, fix them and then retry the request. |
| 401  | Unauthorized         | The request has not been applied because it lacks valid authentication credentials for the target resource.                                                                                              |
| 402  | Payment Required     | Subscription data is incomplete or out of date. You'll need to provide payment details to continue.                                                                                                      |
| 403  | Forbidden            | You do not have the appropriate user rights to access the request. Do not repeat the request.                                                                                                            |
| 404  | Not Found            | The origin server did not find a current representation for the target resource or is not willing to disclose that one exists.                                                                           |
| 409  | Conflict             | The request could not be completed due to a conflict with the current state of the target resource.                                                                                                      |
| 422  | Unprocessable Entity | The server understands the content type of the request entity, and the syntax of the request entity is correct but was unable to process the contained instructions.                                     |
| 429  | Too Many Requests    | You sent too many requests in a given amount of time ("rate limit"). Try again later                                                                                                                     |
| 5xx  | Server Errors        | Something went wrong with the Unify API. These errors are logged on our side. You can contact our team to resolve the issue.                                                                             |

### Handling errors

The Unify API and SDKs can produce errors for many reasons, such as a failed requests due to misconfigured integrations, invalid parameters, authentication errors, and network unavailability.

### Error Types

#### RequestValidationError

Request is not valid for the current endpoint. The response body will include details on the validation error. Check the spelling and types of your attributes, and ensure you are not passing data that is outside of the specification.

#### UnsupportedFiltersError

Filters in the request are valid, but not supported by the connector. Remove the unsupported filter(s) to get a successful response.

#### UnsupportedSortFieldError

Sort field (`sort[by]`) in the request is valid, but not supported by the connector. Replace or remove the sort field to get a successful response.

#### InvalidCursorError

Pagination cursor in the request is not valid for the current connector. Make sure to use a cursor returned from the API, for the same connector.

#### ConnectorExecutionError

A Unified API request made via one of our downstream connectors returned an unexpected error. The `status_code` returned is proxied through to error response along with their original response via the error detail.

#### UnauthorizedError

We were unable to authorize the request as made. This can happen for a number of reasons, from missing header params to passing an incorrect authorization token. Verify your Api Key is being set correctly in the authorization header. ie: `Authorization: 'Bearer sk_live_***'`

#### ConnectorCredentialsError

A request using a given connector has not been authorized. Ensure the connector you are trying to use has been configured correctly and been authorized for use.

#### ConnectorDisabledError

A request has been made to a connector that has since been disabled. This may be temporary - You can contact our team to resolve the issue.

#### ConnectorRateLimitError

You sent too many request to a connector. These rate limits vary from connector to connector. You will need to try again later.

#### RequestLimitError

You have reached the number of requests included in your Free Tier Subscription. You will not be able to make further requests until you upgrade your subscription. Please reach out to sales@apideck.com to continue making requests.

#### EntityNotFoundError

You've made a request for a resource or route that does not exist. Verify your path parameters or any identifiers used to fetch this resource.

#### OAuthCredentialsNotFoundError

When adding a connector integration that implements OAuth, both a `client_id` and `client_secret` must be provided before any authorizations can be performed. Verify the integration has been configured properly before continuing.

#### IntegrationNotFoundError

The requested connector integration could not be found associated to your `application_id`. Verify your `application_id` is correct, and that this connector has been added and configured for your application.

#### ConnectionNotFoundError

A valid connection could not be found associated to your `application_id`. Something _may_ have interrupted the authorization flow. You may need to start the connector authorization process again.

#### ConnectionSettingsError

The connector has required settings that were not supplied. Verify `connection.settings` contains all required settings for the connector to be callable.

#### ConnectorNotFoundError

A request was made for an unknown connector. Verify your `service_id` is spelled correctly, and that this connector is enabled for your provided `unified_api`.

#### OAuthRedirectUriError

A request was made either in a connector authorization flow, or attempting to revoke connector access without a valid `redirect_uri`. This is the url the user should be returned to on completion of process.

#### OAuthInvalidStateError

The state param is required and is used to ensure the outgoing authorization state has not been altered before the user is redirected back. It also contains required params needed to identify the connector being used. If this has been altered, the authorization will not succeed.

#### OAuthCodeExchangeError

When attempting to exchange the authorization code for an `access_token` during an OAuth flow, an error occurred. This may be temporary. You can reattempt authorization or contact our team to resolve the issue.

#### OAuthConnectorError

It seems something went wrong on the connector side. It's possible this connector is in `beta` or still under development. We've been notified and are working to fix this issue.

#### MappingError

There was an error attempting to retrieve the mapping for a given attribute. We've been notified and are working to fix this issue.

#### ConnectorMappingNotFoundError

It seems the implementation for this connector is incomplete. It's possible this connector is in `beta` or still under development. We've been notified and are working to fix this issue.

#### ConnectorResponseMappingNotFoundError

We were unable to retrieve the response mapping for this connector. It's possible this connector is in `beta` or still under development. We've been notified and are working to fix this issue.

#### ConnectorOperationMappingNotFoundError

Connector mapping has not been implemented for the requested operation. It's possible this connector is in `beta` or still under development. We've been notified and are working to fix this issue.

#### ConnectorWorkflowMappingError

The composite api calls required for this operation have not been mapped entirely. It's possible this connector is in `beta` or still under development. We've been notified and are working to fix this issue.

#### ConnectorOperationUnsupportedError

You're attempting a call that is not supported by the connector. It's likely this operation is supported by another connector, but we're unable to implement for this one.

#### PaginationNotSupportedError

Pagination is not yet supported for this connector, try removing limit and/or cursor from the query. It's possible this connector is in `beta` or still under development. We've been notified and are working to fix this issue.

## API Design

### API Styles and data formats

#### REST API

The API is organized around [REST](https://restfulapi.net/), providing simple and predictable URIs to access and modify objects. Requests support standard HTTP methods like GET, PUT, POST, and DELETE and standard status codes. JSON is returned by all API responses, including errors. In all API requests, you must set the content-type HTTP header to application/json. All API requests must be made over HTTPS. Calls made over HTTP will fail.

##### Available HTTP methods

The Apideck API uses HTTP verbs to understand if you want to read (GET), delete (DELETE) or create (POST) an object. When your web application cannot do a POST or DELETE, we provide the ability to set the method through the query parameter \_method.

```
POST /messages
GET /messages
GET /messages/{messageId}
PATCH /messages/{messageId}
DELETE /messages/{messageId}
```

Response bodies are always UTF-8 encoded JSON objects, unless explicitly documented otherwise. For some endpoints and use cases we divert from REST to provide a better developer experience.

### Schema

All API requests and response bodies adhere to a common JSON format representing individual items, collections of items, links to related items and additional meta data.

### Meta

Meta data can be represented as a top level member named “meta”. Any information may be provided in the meta data. It’s most common use is to return the total number of records when requesting a collection of resources.

### Request IDs

Each API request has an associated request identifier. You can find this value in the response headers, under Request-Id. You can also find request identifiers in the URLs of individual request logs in your Dashboard. If you need to contact us about a specific request, providing the request identifier will ensure the fastest possible resolution.

### Fixed field types

#### Dates

The dates returned by the API are all represented in UTC (ISO8601 format).

This example `2019-11-14T00:55:31.820Z` is defined by the ISO 8601 standard. The T in the middle separates the year-month-day portion from the hour-minute-second portion. The Z on the end means UTC, that is, an offset-from-UTC of zero hours-minutes-seconds. The Z is pronounced "Zulu" per military/aviation tradition.

The ISO 8601 standard is more modern. The formats are wisely designed to be easy to parse by machine as well as easy to read by humans across cultures.

#### Currencies

All currency codes conform to [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217).

## Support

If you have problems or need help with your case, you can always reach out to our Support.

## Static IP

Some of the APIs you want to use can require a static IP. Apideck's static IP feature allows you to use Apideck with a fixed IP avoiding the need for you to set up your own infrastructure. This feature is currently available to all Apideck customers.
To use this feature, the API Vendor will need to whitelist the associated static IP addresses.
The provided static IP addresses are fixed to their specified region and shared by all customers who use this feature.

- EU Central 1: **18.197.244.247**, **18.156.9.3**, **3.65.139.215**
- Other: upcoming

  More info about our data security can be found at [https://compliance.apideck.com/](https://compliance.apideck.com/)

Act

Supported resources

Details