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Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity.
The document below offers an overview of currently available APIs & how to utilize them. If you're missing some APIs for an integration you want to build, please contact us at [email protected].
Currently available APIs:
We are building the API with a few main use cases in mind: widgets/extensions to Nimble, web clients (including our own), mobile clients, and 2-way data integrations with other services. We aim to make an API that is simple to use, easy to read, and flexible.
Your feedback is greatly appreciated while we continue to shape our API offering.
This document will describe authorization flow that return the authorization token that allow to make requests to Nimble API and access resources to which access has been granted for user. For For authorization Nimble use OAuth 2.0 protocol with bearer tokens. All technical details can be read in RFC6749 and RFC6750, but you don't need to read them (unless you want to know more details on OAuth 2.0) every detail that need to obtain access token and use this token for requesting resource on behalf of user will be described in this document.
User - Person who has an account inside Nimble and owner of resources to which API provide access
Client - Service that request a token and want to make requests to the Nimble API on behalf of User
Authorization server - Server that allow User to grant access for Client to use his resources
Resource server - Server that returns User's resources to Client if it was granted for access by User
Bearer token - Token that Client received after User has granted access. Possession of this token allows client to make requests to Resource server in order to receive Client's resources.
In order to create a Client for Nimble API you need to have to register your application in our DB and get Client Secret and Client Id. Its can be done on the page with this link: https://support.nimble.com/third-party-integrations/nimble-api-access/nimble-api-access. You probably have done this already.
For giving you a good overview of process we will use scheme and give a brief explanation to the each step on scheme. Steps are shown by the arrows and has a letters assigned to each step on scheme.

Let's go over a scheme step by step.
basic (User and Company info), contacts and dealsapplication/x-www-form-urlencoded request to the
Authorization Server where in body you put code retrieved on
previous step, your Client Secret, Client Id and Grant Type you want
to receive. It is always authorization code. For
details see Request access tokenYou should use this request on step B of Authorization Process. You need to open a page for user with this endpoint and provide a Redirect URI on which your handler will be able to catch the code from Authorization Server that will be returned when User successfully grant you a permission to use Nimble API.
Endpoint:
GET https://app.nimble.com/oauth/authorize
Params:
client_id - required - Your Client Key from Application Page.
redirect_uri- required - URI where you have a handler who will catch a code and finish the Process, see note below.
response_type - required - must be set to code. We don't support Implicit
Flow, so code is the only available option now.
scope - required - there are 3 scopes in Nimble: Basic (User & Company Info), Contacts and Deals. Send them as basic,contacts,deals of basic+contacts+deals.
Please note, that main value for redirect URL is specified in
application settings on developer portal. redirect_uri parameter
in URL could be used only to overwrite path part in redirect URL.
So, redirect_uri should have exactly same URI, as specified in
application settings.
Example request:
GET https://app.nimble.com/oauth/authorize?client_id=5f96b5e9adaxzca93x1213123132&redirect_uri=https%3A%2F%2Fyourportal.com%2Fauth%2Fpassed&response_type=code
Successful response:
First, user will be redirected to the page on Authorization Server with hostname
https://app.nimble.com/oauth/authorizeAs soon as he provided his credentials, you will receive a request like listed below on your
Redirect URI:https://yourportal.com/auth/passed?code=LTM4M
Error response:
If the request is missing or has incorrect parameters, the user-agent will be redirected back to the redirect URI provided. The redirection will contain parameters specifying the error.
Example Invalid Authorization Request Redirect:
http://www.myapp.com/oauth?error=invalid_request&error_description=Invalid%20URL
After selecting Login, the user will be validated. If user validation is successful, a consent page is displayed. If user validation is unsuccessful, the user-agent will be redirected to the redirect URI provided in the initial request. This redirection will include additional parameters specifying the error.
Example Unsuccessful Validation Redirect:
http://www.myapp.com/oauth?error=access_denied&error_descripton=Validation%20errors
If user click Deny on the grant permission page then another error will be sent.
Example Deny Consent Redirect:
http://www.myapp.com/oauth?error=access_denied&error_description=User%20denied%20access
To get OAuth app credentials, please email api-support@nimble.com and include the following:
As soon as User complete step C your handler will catch step D. You need to listen for redirect on your Redirect URI. Code returned to you isn't access token yet! You still need to obtain the authorization token. Note, that this code is valid for a short period time and if you not intiate request to access token as soon as you receive a code then received code can become invalid and User will need to reinitiate a process once again. So, on step E you need to receive access to token for which user granted you.
The Client should use the authorization code obtained to request an
access token. When requesting an access token, you SHOULD specify
required data as form parameters. Client application secret is needed
for client authentication. When specifying client_id and client_secret
as form parameters, the Content-Type header MUST be set to
application/x-www-form-urlencoded. Request should be done via HTTPS
only.
Endpoint:
POST https://app.nimble.com/api/oauth/token
Parameters:
authorization_code. You need to receive an Access token.redirect_uri, provided during Requesting grant codeHeaders:
Content-Type: application/x-www-form-urlencoded; charset=UTF-8 - required - you need to specify this header alwaysExample Request:
POST /api/oauth/token HTTP/1.1
Host: app.nimble.com
Content-Type: application/x-www-form-urlencoded; charset=UTF-8
Body : client_id=5f96b5e9a6b7478e15ee574a426aa063&redirect_uri=http%3A%2F%2Flocalhost%3A3000%2Fauth&code=LTM4M&grant_type=authorization_code&client_secret=89bb4ffb4f264bff
Successfull Response JSON:
{
"access_token": "bf086611-9e97-4d11-9cd7-3c86dec0bbd4",
"token_type": "bearer",
"expires_in": 599,
"refresh_token": "515ac59b-6518-49a2-81d6-54f91ee74c4a",
"scope": "basic"
}
Now when we have Access Token Received you need to store it and use for any requests for Nimble Data on behalf of user. This process described in Making requests tutorial
The application uses the refresh token to extend the validity of the
access token provided with the refresh token. When refreshing an access
token, you should specify required data as a form parameters. Client
application secret is needed for client authentication. Content-Type
header must be set to application/x-www-form-urlencoded.
Parameters:
refresh_tokenredirect_uri, provided during Request grant codeExample Request:
POST /api/oauth/token HTTP/1.1
Host: https://app.nimble.com/
Content-Type: application/x-www-form-urlencoded; charset=UTF-8
client_id=3e8471e7516a0c85ef35ab1d23f1bdf1&client_secret=737d10deba3fd124&grant_type=refresh_token&refresh_token=5f752714eddb07a3e41c2a3311f514e1&redirect_uri=http%3A%2F%2Flocalhost%3A3000%2Fauth
Example Response:
{
"access_token": "1d7bc7328b402f4826e17607e364bc6a",
"expires_in": 559,
"refresh_token": "f35c2165112fda74f79b408cc253485fcdfd888a"
}
For your convinience we created some examples:
Python authorization example. Actual code implementation on Python and Tornado
Ruby authorization example. Implementation of authorization process in Ruby
If you have any problems or want to submit feedback feel free to go to our support forum or email us at api-support@nimble.com
When you've received token, using the process described in Obtaining API key guide, you are ready to call Nimble API. You can use one of two ways, described below. They both are equal.
In order to use this token code you just add it into URL as request
parameter with name access_token.
Endpoint:
Any of available endpoint of Nimble API
Params:
No matter what request POST, GET or any other HTTP method, just add
an access_token as parameter to URL.
Example Request:
POST https://api.nimble.com/api/v1/contact?access_token=e0f7b053200672c2ff6ede59c8e2bfc7
Successful Response:
All API responses described on their corresponding pages.
You can also pass your token in HTTP header Authorization in format:
Bearer <your token>.
Example request:
PUT /api/v1/contact/4f60a873fcf7b752ed006b7a HTTP/1.1
Accept: application/json
Accept-Encoding: gzip, deflate, compress
Authorization: Bearer c0b5f46631455b543c309b8cb18b8dae
Content-Type: application/json; charset=utf-8
{
"fields": {
"first name": [
{
"modifier": "",
"value": "1name"
}
]
}
}
Errors in Nimble are returned as a JSON dictionary with appropriate HTTP error codes and following keys:
message : Message about the error
code : Extended error code
Sent on invalid parameters. Returns with HTTP code 409 and code field equal to 245.
This response looks like common error dictionary:
{
"message": "You can specify either `keyword` or `query` parameter, not both!",
"code": 245
}
On contact creation and update --- additional data is returned.
{
"message": "Validation errors",
"code": 245,
"errors": {
"first name": [{
"message": "First name or last name field is required for person and should not be empty",
"field_id": "5049f697a694620a07000043"
}]
}
}
Here errors are a dictionary, containing information about field that caused the error. Key is field name and values are extended error message and unique id of the field that caused the error.
Sent if user exceeded his quota values. Returns with HTTP code 402 and code field equal to 108.
{
"message": "You have created the maximum number of contact records allowed for your subscription.\nDon't worry, you can upgrade your account and add more contacts right now.",
"code": 108
}
Sent if unrecoverable Nimble server occurs. Returns with HTTP code 500 and code field equal to 107.
{
"message": "Internal error handling request",
"code": 107
}
Sent on attempt to get some object by invalid identifier (in most cases identifier of object is its ID in our database).
This response will contain dictionary with object_type and object_id fields:
{
"object_type": "contact field",
"object_id": "111111111111111111111111"
}
Returns information about authenticated user. User_id from this response can be used to assign different Nimble entities to this user. Such as tasks, contacts, etc.
{- "company_id": "4c2118ad54397f271b000000",
- "company_size": 3,
- "name": "John Doe",
- "user_id": "4f2acc3142a053dda595f00b"
}Typical response to this request is a dictionary with 2 keys (unless otherwise specified by the specific API): meta and resources.
This field usually contains all data for the contacts you've requested. Here is an example of a Nimble contact
"resources": [
{
"updated": "2012-09-07T16:49:56+0300",
"created": "2012-09-07T16:49:56+0300",
"fields": {
"description": [
{
"value": "description",
"label": "description",
"modifier": "other"
},
{
"value": "description",
"label": "description",
"modifier": "linkedin"
}
],
"last name": [
{
"modifier": "",
"value": "Akopyan",
"label": "last name"
}
],
"phone": [
{
"modifier": "mobile",
"value": "+7 (917) 202-456-1111",
"label": "phone"
},
{
"modifier": "home",
"value": "+7 244 231 84 22",
"label": "phone"
}
],
"URL": [
{
"modifier": "other",
"value": "https://nimble.com",
"label": "URL"
},
{
"modifier": "other",
"value": "https://app.nimble.com",
"label": "URL"
}
],
"source": [
{
"modifier": "",
"value": "csv",
"label": "source"
}
],
"address": [
{
"modifier": "other",
"value": "{'city': 'Dushanbe', 'street': 'First str. 15', 'zip': '54055', 'country': 'Farganistan'}",
"label": "address"
}
],
"email": [
{
"modifier": "other",
"value": "[email protected]",
"label": "email"
}
],
"first name": [
{
"modifier": "",
"value": "Amayak",
"label": "first name"
}
]
},
"object_type": "contact",
"id": "5049fb849b85f669e40000dc",
"last_contacted": {
"user_id": "5c459c52ceee1868ee3ab41f",
"deletion_tstamp": null,
"type": "LCType<message>",
"object_id": "ed5afbee-37f5-db6b-7f71-c7d6b8750bbb",
"tstamp": "2019-01-22T21:57:30+0000"
},
"avatar_url": "https://app.nimble.com/api/contacts/avatars/5049fb849b85f669e40000dc",
"record_type": "person",
"creator": "Emil Kio",
"children": [],
"tags": [
{
"tag": "csv import",
"id": "5049fa0c9b85f62cb4000639"
}
],
"owner_id": "5049f696a694620a0700001c"
}
]
Here is a description of the response in detail:
updated
: Timestamp of contact's last update time
created
: Timestamp of contact's creation time
fields
: Dictionary containing contact's fields data. Keys are field names and values are lists of field values. All default contact fields are described here
object_type
: String specifying document type. For contacts it's contact.
id
: Unique contact id in BSON format.
last_contacted
:
Information about last outbound message to this contact (if any). Contains following fields.
: - *user_id* --- unique id of owner in BSON format
- *object_id* --- id of object of corresponding type in BSON
format
- *type* --- last contacted provider\'s type
- *tstamp* --- timestamp of last outbound message
- *deletion_tstamp* --- timestamp of object deleting
avatar_url
: URL of image that can be used as contact's avatar. Value of null is used to indicate that contact has no avatar associated.
record_type
: Type of contact. This can have one of two values: person and
company.
creator
: Name of the person who created the contact
children
: For company contacts this field contains list of person contacts
associated with the company.
tags
:
List of tags associated with the contact. Each tag is represented as a dictionary having following keys.
: - *tag* --- tag\'s text
- *id* --- unique id of tag in BSON format
owner_id
: Id of the person owning the contact in BSON format
Contact list request is similar to
contact details response. It has the
same key with resources,
described here. Difference is in meta key value. For contact listing it
returns pagination details.
Deletes a list of contacts by specified advanced search query. Requires bulk delete permission for authenticated user.
| keyword | Array of strings Delete all contacts where fields are containing value from this parameter |
| query | string Json-encoded advanced search query to find contact for deletion. For more details on query syntax, see Advanced search query syntax. If query parameter presented in request — record_type parameter will be ignored. |
| record_type | string Default: "all" Enum: "person" "company" "all" Delete all contacts with provided record_type. This parameter could be combined with keyword parameter in order to delete contacts of specific record_type |
| preflight_checks | boolean Default: false check query's contacts are editable |
{- "data": {
- "ids": [
- "string"
], - "push_data": {
- "action": "single_message_sent",
- "created": "2019-08-24T14:15:22Z",
- "id": "string",
- "is_new": true,
- "object": { },
- "object_type": "notification"
}
}, - "status": "string"
}Returns list of contacts filtered by specified parameters. Allows filters by advanced search query, tags, keyword. You can receive all fields or specify a list of fields to return.
| keyword | string Specifies a set of simple search criteria for the query. This simple search is performed on any (indexed in our search engine) field of contact |
| fields | string Specifies a comma separated list of fields to return. If this parameter is excluded, all fields will be returned |
| tags | boolean Default: true Specifies whether tags should be included in the results. |
| last_contacted (DEPRECATED; use contexts) | boolean Default: true True if return last contacted information, False otherwise |
| sort | Array of strings Identifies the sort field and sort order. Sort order is required when this parameter is used. An single sort field can be specified. Any field can be sorted in either asc or desc order. All searchable fields which aren’t multiple and aren’t custom fields are sortable. |
| query | Array of strings Specifies query for contacts advanced search. Please note, that this parameter not compatible with parameters record_type and keyword |
| record_type | string Default: "all" Enum: "person" "company" "all" |
| page | integer Default: 1 Specifies which page to display |
| per_page | integer Default: 30 Specifies the number of items to return per page of results. |
| files_data (DEPRECATED; use contexts) | boolean Deprecated Default: false if response should include the contacts files in this listing |
| contexts | any (Contacts.ContactViewContextKinds) Enum: "last_contacted_data" "employers_data" "leads_data" "sequences_data" "contact_files" comma-separated additional contexts that should be returned with in this contact |
{- "meta": {
- "page": 0,
- "pages": 0,
- "per_page": 0,
- "total": 0
}, - "resources": [
- {
- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}
]
}Has same parameters as a regular contacts list, but returns only contact ids. Works faster than regular contact list.
| keyword | string Specifies a set of simple search criteria for the query. This simple search is performed on any (indexed in our search engine) field of contact |
| fields | string Specifies a comma separated list of fields to return. If this parameter is excluded, all fields will be returned |
| tags | boolean Default: true Specifies whether tags should be included in the results. |
| last_contacted | boolean Default: true True if return last contacted information, False otherwise |
| sort | Array of strings Identifies the sort field and sort order. Sort order is required when this parameter is used. An single sort field can be specified. Any field can be sorted in either asc or desc order. All searchable fields which aren’t multiple and aren’t custom fields are sortable. |
| query | Array of strings Specifies query for contacts advanced search. Please note, that this parameter not compatible with parameters record_type and keyword |
| record_type | string Default: "all" Enum: "person" "company" "all" |
| page | integer Default: 1 Specifies which page to display |
| per_page | integer Default: 30 Specifies the number of items to return per page of results. |
{- "meta": {
- "page": 0,
- "pages": 0,
- "per_page": 0,
- "total": 0
}, - "resources": [
- "string"
]
}Returns a list of contacts for the specified identifiers
| id required | string A list of contact ids (max 30), separated by a comma |
| fields | string Field names to retrieve, otherwise all fields will be retrieved |
| meta | boolean True if include fields matadata into response, False otherwise |
| tags | boolean True if return tags information, False otherwise |
| last_contacted (DEPRECATED, use contexts) | boolean True if return last contacted information, False otherwise |
| contexts | any (Contacts.ContactViewContextKinds) Enum: "last_contacted_data" "employers_data" "leads_data" "sequences_data" "contact_files" comma-separated additional contexts that should be returned with in this contact |
{- "contacts_meta": {
- "fields": {
- "instagram": [
- {
- "group": "Contact Info",
- "id": "58e212d729e8e95e88606be5",
- "label": "instagram",
- "modifier": "",
- "multiples": true,
- "name": "instagram",
- "presentation": {
- "type": "single-line-text-box",
- "width": "1"
}, - "read_only": false
}
]
}, - "groups": {
- "Contact Info": {
- "id": "58e212d729e8e95e88606bc7",
- "is_standard": true,
- "label": "Contact Info",
- "name": "Contact Info",
- "order": [
- "instagram"
], - "type": "both"
}
}
}, - "resources": [
- {
- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}
]
}Creates contact with data provided. For contact-persons at least first name or last name is required. For contact-companies—company name is required field.
| avatar_url | string |
| fields required | object Describes a dictionary organized in the same structure as a contact listing response. In this structure, each key is field name. Values are lists of dictionaries, having two fields: value - actual value to store in contact field, modifier - field modifier to use, if field can have one. At a minimum, contacts require a name (first or last for a person, company name for a company). |
| owner_id | string or null (Contacts.OwnerId) Describes id of user who is owning this contact. Keep in mind that the creator and owner may be different. |
object (Contacts.ContactPrivacy) Defines scopes of object visibility and editability. | |
| record_type | string (Contacts.ContactType) Enum: "person" "company" |
| tags | string Comma separated list of tags to assign to contacts. If you need to create tags,
containing comma sign — escape it with backslash.
E.g. |
| type | string (Contacts.ContactType) Enum: "person" "company" |
| file_ids | Array of strings List of already uploaded file ids to attach to the contact |
{- "avatar_url": "string",
- "fields": { },
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "tags": "string",
- "type": "person",
- "file_ids": [
- "string"
]
}{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}Returns contact
| contact_id required | string id of a contact to operate on |
| fields | string Field names to retrieve, otherwise all fields will be retrieved |
| meta | boolean True if include fields matadata into response, False otherwise |
| tags | boolean True if return tags information, False otherwise |
| last_contacted (DEPRECATED, use contexts) | boolean True if return last contacted information, False otherwise |
| leads_data (DEPRECATED, use contexts) | boolean Default: true True if return leads pipeline info, False otherwise |
| contexts | any (Contacts.ContactViewContextKinds) Enum: "last_contacted_data" "employers_data" "leads_data" "sequences_data" "contact_files" comma-separated additional contexts that should be returned with in this contact |
{- "contacts_meta": {
- "fields": {
- "instagram": [
- {
- "group": "Contact Info",
- "id": "58e212d729e8e95e88606be5",
- "label": "instagram",
- "modifier": "",
- "multiples": true,
- "name": "instagram",
- "presentation": {
- "type": "single-line-text-box",
- "width": "1"
}, - "read_only": false
}
]
}, - "groups": {
- "Contact Info": {
- "id": "58e212d729e8e95e88606bc7",
- "is_standard": true,
- "label": "Contact Info",
- "name": "Contact Info",
- "order": [
- "instagram"
], - "type": "both"
}
}
}, - "resources": [
- {
- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}
]
}Updates contact
| contact_id required | string id of a contact to operate on |
| type | string Enum: "0" "1"
|
| leads_data | boolean Default: true True if return leads pipeline info, False otherwise |
| avatar_url | string |
| fields | object Describes a dictionary organized in the same structure as a contact listing response. In this structure, each key is field name. Values are lists of dictionaries, having two fields: value - actual value to store in contact field, modifier - field modifier to use, if field can have one. At a minimum, contacts require a name (first or last for a person, company name for a company). |
| is_important | boolean |
{- "avatar_url": "string",
- "fields": { },
- "is_important": true
}{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}(DEPRECATED) This method return all available metadata for company's fields/groups.
{- "fields": {
- "instagram": [
- {
- "group": "Contact Info",
- "id": "58e212d729e8e95e88606be5",
- "label": "instagram",
- "modifier": "",
- "multiples": true,
- "name": "instagram",
- "presentation": {
- "type": "single-line-text-box",
- "width": "1"
}, - "read_only": false
}
]
}, - "groups": {
- "Contact Info": {
- "id": "58e212d729e8e95e88606bc7",
- "is_standard": true,
- "label": "Contact Info",
- "name": "Contact Info",
- "order": [
- "instagram"
], - "type": "both"
}
}
}Creates a note on one or more contacts. At least one contact id is required as Nimble currently doesn't support notes without contacts.
| contact_ids required | Array of strings List of contacts’ IDs in BSON format to which the note will be attached. Contacts count should be between 1 and 10. |
| note required | string |
| note_preview required | string Short version of note, that will be used for preview purposes |
{- "contact_ids": [
- "string"
], - "note": "string",
- "note_preview": "string"
}{- "author_name": "string",
- "contacts": [
- {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}
], - "created": "string",
- "id": "string",
- "note": "string",
- "note_preview": "string",
- "owner_id": "string",
- "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated": "string"
}return single note
| note_id required | string |
{- "author_name": "string",
- "contacts": [
- {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}
], - "created": "string",
- "id": "string",
- "note": "string",
- "note_preview": "string",
- "owner_id": "string",
- "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated": "string"
}create contact note
| note_id required | string |
| contact_ids required | Array of strings List of contacts’ IDs in BSON format to which the note will be attached. Contacts count should be between 1 and 10. |
| note required | string |
| note_preview required | string Short version of note, that will be used for preview purposes |
{- "contact_ids": [
- "string"
], - "note": "string",
- "note_preview": "string"
}{- "author_name": "string",
- "contacts": [
- {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}
], - "created": "string",
- "id": "string",
- "note": "string",
- "note_preview": "string",
- "owner_id": "string",
- "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated": "string"
}update contact note
| note_id required | string |
| contact_ids required | Array of strings List of contacts’ IDs in BSON format to which the note will be attached. Contacts count should be between 1 and 10. |
| note required | string |
| note_preview required | string Short version of note, that will be used for preview purposes |
{- "contact_ids": [
- "string"
], - "note": "string",
- "note_preview": "string"
}{- "author_name": "string",
- "contacts": [
- {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}
], - "created": "string",
- "id": "string",
- "note": "string",
- "note_preview": "string",
- "owner_id": "string",
- "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated": "string"
}Returns a list of notes for the specified contact
| contact_id required | string id of a contact to operate on |
| page | integer |
| per_page | integer |
{- "meta": {
- "has_more": true,
- "page": 0,
- "pages": 0,
- "per_page": 0,
- "total": 0
}, - "resources": [
- {
- "author_name": "string",
- "contacts": [
- {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}
], - "created": "string",
- "id": "string",
- "note": "string",
- "note_preview": "string",
- "owner_id": "string",
- "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated": "string"
}
]
}Returns a list of user-available, contact proceeding types. Proceeding is a business activity, for example, a new deal closed, task assigned, or a note added to a contact
{- "providers": [
- {
- "name": "string",
- "provider_id": "string",
- "types": [
- {
- "type_id": "contact_note",
- "type_name": "string"
}
]
}
]
}Get all proceedings that match query parameters.
| contact_id required | string |
| direction required | string Enum: "pending" "past" Indicates a direction of the query. |
| limit required | integer Indicates how many proceedings show per page |
| types | Array of strings Items Enum: "contact_note" "contact_attachment" "message" "webform_response" "task" "call" "event" "deal" "new_deal" List of proceedings types to return. |
| next_tstamp | string Show proceedings before or after that timestamp (depending on the |
| next_id | string Show proceedings before or after that proceeding id, eg: |
| completed | boolean Will fetch completed proceedings for true, false for uncompleted, for example completed deals. |
| notes__search_query | string Search query to filter among contacts notes |
{- "next_page": { },
- "proceedings": [
- {
- "description": "string",
- "details": { },
- "feed_tstamp": "string",
- "name": "string",
- "proceeding_id": "string",
- "proceeding_type": {
- "type_id": "contact_note",
- "type_name": "string"
}
}
]
}Contact's metadata contains information about all basic and custom fields created in Nimble for a user. Below is it's typical structure. Please note that this listing doesn't contain all metadata as the full list is very big. The typical records are shown here. All default contact fields are described here
"contacts_meta": {
"fields": {
"first name": [
{
"group": "Basic Info",
"name": "first name",
"label": "first name",
"modifier": "",
"presentation": {},
"id": "5049f697a694620a07000043",
"multiples": false,
"read_only": false
}
],
"email": [
{
"group": "Contact Info",
"name": "email",
"label": "email",
"modifier": "other",
"presentation": {},
"id": "5049f697a694620a07000065",
"multiples": true,
"read_only": false
},
{
"group": "Contact Info",
"name": "email",
"label": "email",
"modifier": "personal",
"presentation": {},
"id": "5049f697a694620a07000064",
"multiples": true,
"read_only": false
}
],
"lead status": [
{
"group": "Lead Details",
"name": "lead status",
"label": "lead status",
"modifier": "",
"presentation": {
"width": "1",
"next_id": "5",
"values": [
{
"id": "1",
"value": "Open"
},
{
"id": "2",
"value": "Contacted"
},
{
"id": "3",
"value": "Qualified"
},
{
"id": "4",
"value": "Unqualified"
}
],
"type": "select-box"
},
"id": "5049f697a694620a0700008d",
"multiples": false,
"read_only": false
}
]
},
"groups": {
"Basic Info": {
"name": "Basic Info",
"order": [
"first name",
"last name",
"middle name",
"company name",
"title",
"source",
"last contacted"
],
"is_standard": true,
"label": "Basic Info",
"type": "both",
"id": "5049f696a694620a07000031"
}
}
}
Here is a description of the response in detail:
fields
: Information about the fields in Nimble. Represented by dictionary
where keys are fields names, and values are lists containing details
about all possible modifications of this field. If field have no
modifiers (like first name on example above), this list contains
only one element.
Information stored in dictionaries with following keys:
: - *group* --- unique name of the group containing this field.
- *label* --- unique name representing the field in
human-readable form.
- *modifier* --- name of the field\'s modifier
- *id* --- unique id of the field in BSON format
- *multiples* - indicates whether field could have multiple
values (under different modifiers).
- *presentation* - dict with the information which should help
to display this field on client.
- *read_only* - if contacts field values is editable by user
groups
:
Information about field groups. Represented by dictionary where keys are unique group names and values are dictionaries with more info. Groups info dictionary contains following fields:
: - *id* --- unique id of the group in BSON format.
- *order* --- list containing names of the fields as they
appeared in group.
- *name* --- unique name of the group. (Outdated: as we have
field name as the key of `groups` dictionary.)
- *label* --- unique name representing the field in
human-readable form.
- *is_standard* - whether this group belongs to standard
Nimble groups.
- *type* - type (belonging) of group, could be among `person`,
`company`, `both`.
Contact's metadata contains information about all basic and custom fields created in Nimble for a user. Below is it's typical structure. All default contact fields are described here
{
"tabs": [
{
"tab_id": "string",
"tab_name": "string",
"contact_types": "person",
"is_standard": true,
"members": [
{
"type": "group",
"name": "string",
"group_id": "string",
"logo_id": "string",
"fields": [
{
"type": "field",
"name": "string",
"field_id": "string",
"modifier": "string",
"multiples": true,
"read_only": true,
"field_type": {
"field_kind": "string",
"validation_rule": {
"type": "email"
}
},
"presentation": {
"number_type": "integer"
},
"available_actions": "edit_all"
}
]
}
],
"available_actions": "edit_all"
}
]
}
Here is a description of the response in detail:
person, company.edit_all, rearrange_only, view_only.edit_all, edit_choices_only, view_only.The image below shows schema of fields metadata. Blue rectangle - tab, green rectangle - group, red rectangle - field. As you can see, fields could be a member of a tab or a group. The same metadata schema is used for deals metadata.

| Field Name | Type | Multiple Field | Modifiers | Notes |
|---|---|---|---|---|
| first name | string | - | N/A | |
| last name | string | - | N/A | |
| company name | string | - | N/A | |
| contact employment | string | + | N/A | All values are represented as a JSON-encoded strings of dictionaries with the following keys: company_name, title, start_date, end_date. Where start_date and end_date are dates indicating the period of employment. These fields are optional; however, at least one of company_name or title must have a non-null value. This dictionary should be converted to a JSON string, and this string should be used as the field's value. |
| birthday | string | - | N/A | Format: MM/DD/YYYY or MM/DD |
| domain | string | - | N/A | The domain field. Example: nimble.com. This field satisfies the following conditions:- Unique within the team. Only one company record with a particular value is allowed in the whole account. - Properly formatted. No protocol or path is allowed; it can have up to a 3rd-level domain. - It can be assigned to company records only. |
| phone | string | + | work, home, mobile, main, home fax, work fax, other | |
| string | + | work, personal, other | ||
| skype id | string | + | N/A | |
| string | + | N/A | ||
| string | + | N/A | ||
| string | + | N/A | ||
| google plus | string | + | N/A | |
| muck rack | string | + | N/A | |
| threads | string | + | N/A | |
| string | + | N/A | ||
| tiktok | string | + | N/A | |
| youtube | string | + | N/A | |
| foursquare | string | + | N/A | |
| URL | string | + | work, personal, blog, other | |
| address | address | + | work, home, other | |
| description | string | + | other, twitter, facebook, linkedin, google+, foursquare | |
| hubspot | string | - | N/A | |
| annual revenue | string | - | N/A | |
| # of employees | choice | - | N/A | |
| rating | choice | - | N/A | |
| lead status | choice | - | N/A | |
| lead source | choice | - | N/A | |
| lead type | choice | - | N/A |
The fields parent company and title have been deprecated and replaced by the contact employment field, which accepts a JSON-encoded string to store employment details.
The contact employment field includes the following subfields:
Company Name or Title Required: At least one of company_name or title must be provided.
Mutual Exclusivity of end_date and is_present: If end_date is provided, is_present cannot be true.
Date Order: If both start_date and end_date are provided, start_date must be earlier than end_date.
{
"company_name": "Example Corp",
"title": "Senior Developer",
"start_date": "05/2024"
}
Before sending the value to the API, it must be encoded as a JSON string:
"{\"company_name\":\"Example Corp\",\"title\":\"Senior Developer\",\"start_date\":\"05/2024\"}"
{
"fields": {
"contact employment": [
{
"value": "{\"company_name\":\"Example Corp\",\"title\":\"Senior Developer\",\"start_date\":\"05/2024\"}"
}
]
}
}
If you only need to link a person with a company without additional details:
{
"fields": {
"contact employment": [
{
"value": "{\"company_name\":\"Example Corp\"}"
}
]
}
}
If you want to add multiple contact employment values:
{
"fields": {
"contact employment": [
{
"value": "{\"company_name\":\"Old Corp\",\"title\":\"Developer\",\"start_date\":\"01/2021\",\"end_date\":\"04/2024\"}"
},
{
"value": "{\"company_name\":\"Example Corp\",\"title\":\"Senior Developer\",\"start_date\":\"05/2024\", \"is_present\": true}",
"is_primary": true
}
]
}
}
| Tab Name | Description | Fields |
|---|---|---|
| Personal Info | Personal contact's details | - first name, - last name, - middle name, - title, - parent company, - birthday - employment |
| Company Info | Extended information about contact's company | - annual revenue, - company name, - domain, - # of employees |
| Contact Info | How to reach this contact | - phone, - email, - skype id, - twitter, - facebook, - linkedin, - google+, - foursquare, - address, - description, - URL, - hubspot |
| Lead Details | Information about contact as lead | - rating, - lead stage |
| Additional Lead Fields | Legacy fields | - lead status, - lead source, - lead type |
| Extra Info | Contact's extended information | * Files |
Show data about field type. You can't change it after creation. It is a dictionary with at least one field - field_kind.
field_kind --- represents the type of field in Nimble. It can have one of the following values:
- string --- simple field with one line of text
- long_string --- field containing multiline text
- choice --- drop-down list with predefined values, requires additional parameter
values. Value of the field contains the id of one of the choice values- number --- field with integer or decimal number
- datetime --- string formatted in ISO 8601
- boolean --- field with true/false value
- address --- field with address, that allows input of address in Nimble default format
- user --- field containing id of the Nimble user
Examples:
"field_type": {
"field_kind": "string"
}
"field_type": {
"field_kind": "choice",
"values": {
"ordering_type": "ordinal",
"values": [{"id": "string", "value": "string"}]
}
}
Fields, showing as drop-down lists in Nimble. In metadata they have
field_type equal choice. Also, their metadata contains field
values, representing drop-down content. This field contains list of
dictionaries, having two keys:
id
: Value, to be stored in field
value
: String, corresponding to this value
Example:
{
"read_only": false,
"field_type": {
"values": {
"ordering_type": "ordinal",
"values": [
{
"id": "1",
"value": "Analyst"
},
{
"id": "2",
"value": "Competitor"
},
{
"id": "3",
"value": "Customer"
},
{
"id": "4",
"value": "Investor"
},
{
"id": "5",
"value": "Lead"
},
{
"id": "6",
"value": "Partner"
},
{
"id": "7",
"value": "Press"
},
{
"id": "8",
"value": "Prospect"
},
{
"id": "9",
"value": "Reseller"
},
{
"id": "10",
"value": "Other"
},
{
"id": "12",
"value": "7"
}
]
},
"field_kind": "choice"
},
"name": "lead type",
"available_actions": "edit_choices_only",
"field_id": "6023b729ec8d835bb32ee4c9",
"modifier": "",
"type": "field",
"multiples": false
}
All values represented as dictionary with following keys: street,
city, state, zip, country. This dictionary should be dumped to
JSON string, and this string should be used as field's value.
Example:
{
"type": "person",
"fields": {
"address": [{
"value": "{\"street\":\"Test\", \"city\":\"Testing\", \"country\":\"Togo\"}",
"modifier": "other"
}]
}
}
Field, containing id of the Nimble user. Example of value:
[
{
"is_primary": false,
"modifier": "",
"value": "602aaa34f92ea11bb5cebae1",
}
]
To control, how contacts will look in Nimble, special parameter
presentation included in fields metadata. Usually it is a dictionary
with few fields. You can change presentation after field creation. Must
match to corresponding field_type. Date and number fields must have an
appropriate presentation. There is no presentation for other types
Date presentation:
- date_format --- strftime-like format template as described in https://docs.python.org/2.7/library/datetime.html#strftime-and-strptime-behavior or null if client should use date format from user settings
- ignore_specific_time --- show if time should be presented in the field. Applicable only if date_format is None. Must be null if date_format specified
Examples:
"presentation": { "date_format": null, "ignore_specific_time": false }"presentation": { "date_format": "%Y-%m-%dT%H:%M:%S", "ignore_specific_time": null }
Number presentation:
- number_type --- possible values: "integer", "decimal", "percentage", "financial"
- fraction_digits --- integer >= 1 that shows count of digits after comma. Applicable for decimal and percentage only.
Examples:
"presentation": { "number_type": "integer", }"presentation": { "number_type": "decimal", "fraction_digits": 2 }"presentation": { "number_type": "percentage", "fraction_digits": 1 }"presentation": { "number_type": "financial" }
Return all available metadata for company's fields
{- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}
]
}Create new field
required | Fields.StringFieldValuesType (object) or Fields.LongStringFieldValuesType (object) or Fields.ChoiceFieldValuesType (object) or Fields.NumberFieldValuesType (object) or Fields.DateTimeFieldValuesType (object) or Fields.BooleanFieldValuesType (object) or Fields.AddressFieldValuesType (object) or Fields.UserFieldValuesType (object) (Fields.FieldTypeOnFieldCreation) |
| group_id required | string or null |
| insert_after required | string or null If not null, inserts a new field after another field or group with specified id. If null, then inserted field to be the first one |
| name required | string [ 1 .. 50 ] characters |
required | Fields.IntegerNumberPresentation (object) or Fields.DecimalNumberPresentation (object) or Fields.PercentageNumberPresentation (object) or Fields.FinancialNumberPresentation (object) or Fields.DateTimePresentation (object) (Fields.FieldPresentation) how values of the field should look. Must match to corresponding field_type. Date and number fields must have an appropriate presentation. There is no presentation for other types |
| tab_id required | string |
| multiples | boolean whether this field can hold multiple values (by default, false) |
{- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "group_id": "string",
- "insert_after": "string",
- "name": "string",
- "presentation": {
- "number_type": "integer"
}, - "tab_id": "string",
- "multiples": true
}{- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}Updates existing field
| field_id required | string |
| group_id | string or null If not null, move field to specified group. Null if remove field from grooup |
| insert_after | string or null If not null, move field after another field or group with specified id. If null, then moved field to be the first one |
| name | string [ 1 .. 50 ] characters |
Fields.IntegerNumberPresentation (object) or Fields.DecimalNumberPresentation (object) or Fields.PercentageNumberPresentation (object) or Fields.FinancialNumberPresentation (object) or Fields.DateTimePresentation (object) (Fields.FieldPresentation) how values of the field should look. Must match to corresponding field_type. Date and number fields must have an appropriate presentation. There is no presentation for other types | |
| tab_id | string |
{- "group_id": "string",
- "insert_after": "string",
- "name": "string",
- "presentation": {
- "number_type": "integer"
}, - "tab_id": "string"
}{- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}Create new fields group
| insert_after required | string or null If not null, inserts a new group after another group or field with specified id. If null, then tab is inserted as the first one |
| logo_id required | string |
| name required | string [ 1 .. 50 ] characters |
| tab_id required | string |
{- "insert_after": "string",
- "logo_id": "string",
- "name": "string",
- "tab_id": "string"
}{- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}Updates existing fields group
| group_id required | string |
| insert_after | string or null If not null, move group after another field or group with specified id. If null, then move group to the first position |
| logo_id | string |
| name | string [ 1 .. 50 ] characters |
| tab_id | string |
{- "insert_after": "string",
- "logo_id": "string",
- "name": "string",
- "tab_id": "string"
}{- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}Create new fields tabs
| contact_types required | Array of strings (Contacts.ContactType) Items Enum: "person" "company" |
| insert_after required | string or null If not null, inserts a new tab after another tab with specified id. If null, then tab is inserted as the first one |
| tab_name required | string [ 1 .. 50 ] characters |
{- "contact_types": [
- "person"
], - "insert_after": "string",
- "tab_name": "string"
}{- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}Updates existing fields tab
| tab_id required | string |
| contact_types | string (Contacts.ContactType) Enum: "person" "company" |
| insert_after | string or null Moves tab after another tab with specified id. If null, then move tab to the first position |
| tab_name | string [ 1 .. 50 ] characters |
{- "contact_types": "person",
- "insert_after": "string",
- "tab_name": "string"
}{- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}Create choice for field
| field_id required | string |
| id required | string |
| insert_after required | string or null If not null, inserts a new choice after another choice with specified id. If null, then inserted choice to be the first one in field |
| value required | string |
{- "id": "string",
- "insert_after": "string",
- "value": "string"
}{- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}Deletes choice by id
| field_id required | string |
| id required | string |
| preflight_checks required | boolean |
{- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}
]
}Updates choise
| field_id required | string |
| id required | string |
| id required | string |
| insert_after | string or null If not null, move choice after another choice with specified id. If null, then moved choice to be the first one |
| value | string |
{- "id": "string",
- "insert_after": "string",
- "value": "string"
}{- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "contact_types": "person",
- "is_standard": true,
- "members": [
- {
- "type": "group",
- "name": "string",
- "group_id": "string",
- "logo_id": "string",
- "fields": [
- {
- "type": "field",
- "name": "string",
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "read_only": true,
- "field_type": {
- "field_kind": "string",
- "validation_rule": {
- "type": "email"
}
}, - "presentation": {
- "number_type": "integer"
}, - "available_actions": "edit_all"
}
]
}
], - "available_actions": "edit_all"
}
]
}delete is_primary mark from field
| contact_id required | string |
| field_id required | string |
| position required | integer >= 0 |
{- "field_id": "string",
- "position": 0
}{- "object_id": "4f2acc3142a053dda595f00b",
- "object_type": "deal"
}mark field with is_primary flag
| contact_id required | string |
| field_id required | string |
| position required | integer >= 0 |
{- "field_id": "string",
- "position": 0
}{- "object_id": "4f2acc3142a053dda595f00b",
- "object_type": "deal"
}Returns a list pipelines available to view for the requesting user
{- "pipelines": [
- {
- "archived_at": "string",
- "color": "string",
- "created": "string",
- "fields": [
- {
- "column_id": "string",
- "enabled": true
}
], - "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "description": "string",
- "name": "string",
- "pipeline_id": "string",
- "stages": [
- {
- "archived_at": "string",
- "created": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "days_limit": 0,
- "description": "string",
- "name": "string",
- "pipeline_id": "string",
- "position": 0,
- "role": {
- "is_final": true,
- "name": "string"
}, - "stage_id": "string",
- "updated": "string"
}
], - "updated": "string",
- "lost_reasons": [
- {
- "id": "string",
- "text": "string"
}
]
}
]
}Exit lead from a pipeline successfully
| lead_id required | string |
| pipeline_id required | string |
| actual_exit_date | string or null if specified, this value will be set as the actual exit data, otherwise the time of the request will be used |
| notes | string or null optional notes (comments) to add to this transition to a won stage |
{- "actual_exit_date": "string",
- "notes": "string"
}{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}Updates the "exit" transition with new notes and/or actual_exit_date
| lead_id required | string |
| pipeline_id required | string |
| actual_exit_date | string or null if specified, this value will be set as the actual exit data, otherwise the time of the request will be used |
| notes | string or null optional notes (comments) to add to this transition to a won stage |
{- "actual_exit_date": "string",
- "notes": "string"
}{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}Exit lead from a pipeline unsuccessfully
| lead_id required | string |
| pipeline_id required | string |
| actual_exit_date | string or null if specified, this value will be set as the actual exit data, otherwise the time of the request will be used |
| notes | string or null optional notes (comments) to add to this transition to a lost stage |
| lost_reason | string or null optional lost reason to add to this "exit" |
{- "actual_exit_date": "string",
- "notes": "string",
- "lost_reason": "string"
}{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}Updates the "exit" transition with new notes and/or actual_exit_date and/or lost_reason
| lead_id required | string |
| pipeline_id required | string |
| actual_exit_date | string or null if specified, this value will be set as the actual exit data, otherwise the time of the request will be used |
| notes | string or null optional notes (comments) to add to this transition to a lost stage |
| lost_reason | string or null optional lost reason to add to this "exit" |
{- "actual_exit_date": "string",
- "notes": "string",
- "lost_reason": "string"
}{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}Move lead to a stage within the pipeline. You can use this operation to enter pipeline for the first time.
| lead_id required | string |
| pipeline_id required | string |
| stage_id | string the id of a target stage |
{- "stage_id": "string"
}{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}Undo a recent lead transition to won or lost stage
| lead_id required | string |
| pipeline_id required | string |
{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}Clear all leads transitions in the current pipeline "run"
| lead_id required | string |
| pipeline_id required | string |
{- "avatar_url": "string",
- "children": [
- "string"
], - "employers_info": [
- {
- "company_name": "string",
- "contact_id": "string"
}
], - "company_last_contacted": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "lc": {
- "company_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "user_lc": {
- "in": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "out": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "last": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}
}, - "last_user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}, - "created": "string",
- "creator": "string",
- "fields": {
- "property1": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
], - "property2": [
- {
- "field_id": "string",
- "modifier": "string",
- "value": "string"
}
]
}, - "id": "string",
- "is_important": { },
- "last_contacted": {
- "deletion_tstamp": { },
- "object_id": { },
- "tstamp": { },
- "type": { },
- "user_id": { },
- "direction": "inbound"
}, - "object_type": "contact",
- "last_contacted_user": "string",
- "owner_id": "string",
- "privacy": {
- "edit": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}, - "read": {
- "group_ids": [
- "string"
], - "user_ids": [
- "string"
]
}
}, - "record_type": "person",
- "reminder": {
- "active": true,
- "contact_id": "string",
- "days_till_triggered": 0,
- "period": 0,
- "triggered": true
}, - "tags": [
- "string"
], - "updated": "string",
- "updater": "string",
- "stages_info": [
- {
- "pipeline_id": "string",
- "pipeline_name": "string",
- "stage_name": "string",
- "entered_data": "string",
- "is_final": true,
- "days_limit": 0
}
], - "notice": {
- "created": "string",
- "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "updated_by": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "text": "string",
- "color": "string"
}, - "contexts": [
- {
- "context_key": { },
- "context": [
- {
- "source": "device",
- "metadata": {
- "file_id": "string",
- "contact_id": "string",
- "file_name": "string",
- "file_size": 0,
- "mime_type": "string",
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "pipeline_ids": [
- "string"
]
}
}
]
}
]
}Nimble Search Engine (NSE) normalizes both indexed values and query text:
Examples:
cAr -> carčar -> carČAR -> carAdvanced search query is a JSON object.
Terminal query example:
{"skype id": {"is": "john.doe"}}
Composite query example:
{
"and": [
{"skype id": {"is": "john.doe"}},
{"record type": {"is": "person"}}
]
}
Join operators:
andornot (single subquery)How to read a query:
email, record type, __any)is, contain, range, etc.)Generic terminal shape:
{"<field>": {"<operator>": "<value-or-object>"}}
containnot_containstarts_withisis_notis_emptyinNotes:
contain is full-text matching by normalized tokens.starts_with is full-text prefix matching.not_in exists, but only for specific fields (for example _id, some employment fields).in_the_lastnot_in_the_lastrangenot_in_rangeday_month_rangeis_emptyin_the_last / not_in_the_last units:
seconddayweekmonthyearRange formats:
start_date / end_date in %Y-%m-%dstart_datetime / end_datetime in RFC3339isis_notis_emptyingtgteltlterangenot_in_rangeSynthetic fields are pre-aggregated searchable fields. They are built from multiple source fields and indexed for fast text search.
names (alias: name)Use names when you want to search by a person/company name only.
Source fields:
first_namemiddle_namelast_namecompany_name__anyUse __any for broad keyword-style lookup across many contact attributes.
names is effectively a subset of __any.
Source fields:
first_namemiddle_namelast_namecompany_nameaddress_workaddress_homeaddress_otheremail_workemail_personalemail_otherdomainphone_workphone_homephone_mobilephone_mainphone_otherphone_fax_homephone_fax_workskypedescription_twitterdescription_facebookdescription_linkedindescription_gplusdescription_fsqdescription_othercontact_employmentImportant:
email, domain, address.city) instead of __any.This page is a practical overview. Full default fields metadata is documented here: Contacts Fields
Commonly used search fields include:
__any, name / namesfirst name, last name, company name, titleemail, phone, domain, skype idaddress, city, state, country, street, zipcreated, updated, birthday, company last contacted, user last contactedtag, record type, _id, saved_searchrecord type controls contact kind:
person: only person contactscompany: only company contactsall: both (no type filter)Recommended usage in advanced queries:
{"record type": {"is": "person"}}{"record type": {"is": "company"}}{"record type": {"is": "all"}}record type as a regular clause in top-level andThis table is intentionally practical (most-used fields).
For full searchable catalogue in your account, use metadata endpoints and fields catalogue.
| Field | Meaning | Supported operators (practical) |
|---|---|---|
__any |
broad synthetic full-text field | contain, not_contain, starts_with |
name / names |
synthetic name field | contain, not_contain, starts_with, is_empty |
first name, last name, email, phone, domain, skype id, company name |
common contact text fields | is, is_not, contain, not_contain, starts_with, is_empty, in |
title, company_name |
employment aggregate fields | is, is_not, contain, not_contain, starts_with, is_empty, in, not_in |
address |
any address text | contain, not_contain, starts_with, is_empty |
address.city, address.state, address.country, address.street, address.zip |
address components | is, is_not, contain, not_contain, starts_with, is_empty |
rating |
numeric field | is, is_not, is_empty, gt, gte, lt, lte, range, not_in_range, in |
created, updated |
system timestamps | in_the_last, not_in_the_last, range, not_in_range |
birthday |
contact birthday | in_the_last, not_in_the_last, range, not_in_range, day_month_range, is_empty |
company last contacted, user last contacted |
contact activity timestamps | is_empty, gt, gte, lt, lte, range, not_in_range, in_the_last, not_in_the_last |
record type |
contact type (person, company, all) |
is |
_id |
contact id | is, in, not_in |
tag |
tags | is, is_not, is_empty, in |
saved_search |
saved segment reference | is |
reminder |
reminder presence | is_empty |
Notes:
name is an alias for names.title and company_name are employment-based fields.company name (with space) is a contact field and is different from company_name (employment aggregate).is / is_not for names.{"record type": {"is": "person"}}
names{"names": {"contain": "Jon Ferrara"}}
__any{"__any": {"contain": "domain.com"}}
{
"and": [
{"email": {"is": "[email protected]"}},
{"record type": {"is": "person"}}
]
}
in for multi-value match{
"email": {
"in": [
"[email protected]",
"[email protected]"
]
}
}
{"address.city": {"is": "Los Angeles"}}
{"rating": {"range": {"start": 2, "end": 4}}}
{
"created": {
"in_the_last": {
"unit": "month",
"quantity": 3
}
}
}
{
"birthday": {
"day_month_range": {
"start_date": "01/03",
"end_date": "31/03"
}
}
}
{
"company last contacted": {
"range": {
"start_date": "2025-01-01",
"end_date": "2025-12-31"
}
}
}
{"tag": {"is": "vip"}}
{
"_id": {
"in": [
"4f69fb852ab3740c5e000004",
"5e69fb852ab3f40d5e050017"
]
}
}
{
"and": [
{"saved_search": {"is": "4fc886dc682c4a64dd060062"}},
{"record type": {"is": "person"}}
]
}
and + or + not{
"and": [
{"record type": {"is": "person"}},
{
"or": [
{"title": {"contain": "Founder"}},
{"company_name": {"contain": "Nimble"}}
]
},
{
"not": [
{"tag": {"is": "archived"}}
]
}
]
}
{"record type": {"is": "company"}}
record type inside advanced query{
"and": [
{"record type": {"is": "person"}},
{"tag": {"is": "vip"}}
]
}
{"record type": {"is": "all"}}
Use contacts listing endpoints for search:
GET /api/v1/contactsGET /api/v1/contacts/idsSearch parameters:
keyword: simple search (internally transformed to {"__any": {"contain": "..."}})query: advanced NSE query (JSON, URL-encoded in query string)Behavior details:
keyword and query are mutually exclusivequery is provided, record_type is ignoredTip:
query must be URL-encoded JSON in query string.Request example:
GET /api/v1/contacts?query=%7B%22and%22%3A%5B%7B%22first%20name%22%3A%7B%22contain%22%3A%22Jon%22%7D%7D%2C%7B%22record%20type%22%3A%7B%22is%22%3A%22person%22%7D%7D%5D%7D
Decoded query:
{
"and": [
{"first name": {"contain": "Jon"}},
{"record type": {"is": "person"}}
]
}
On success, listing endpoints return standard contact-list format with:
resourcesmeta (page, pages, per_page, total)See contact resource format here: Contacts details
Retrieves list of all user deals
| sort required | string <field:order> |
| limit | integer |
{- "meta": {
- "per_page": 0,
- "total": 0,
- "page": 0,
- "pages": 0
}, - "resources": [
- {
- "updated": "string",
- "deal_id": "string",
- "deal_number": 0,
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "related_external_contacts": [
- {
- "contact_info": "string",
- "note": "string"
}
], - "privacy": {
- "read": {
- "user_ids": [
- "507f1f77bcf86cd799439011"
], - "group_ids": [
- "507f1f77bcf86cd799439012"
]
}, - "edit": {
- "user_ids": [
- "507f1f77bcf86cd799439013"
], - "group_ids": [
- "507f1f77bcf86cd799439014"
]
}
}, - "updated_by": "string",
- "created": "string",
- "is_editable": true,
- "currency": "string",
- "related_contacts": [
- {
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "note": "string",
- "employments": [
- {
- "employer": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "start_date": "string",
- "end_date": "string",
- "title": "string"
}
]
}
], - "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "fields_values": {
- "field_id": "65958d7ef2e8748e6361ddb1",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "fields_values_with_names": {
- "field_name": "amount",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "stage_transitions": {
- "pipeline_id": "string",
- "pipeline_color": "string",
- "pipeline_name": "string",
- "transitions": [
- {
- "from_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "to_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "who": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "when": "2019-08-24",
- "notes": "string"
}
], - "before_final_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
}, - "files": {
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "file_size": 0,
- "file_name": "string",
- "file_id": "string",
- "metadata": {
- "data_id": "string",
- "source": "uploaded_azure"
}
}, - "tags": [
- "string"
], - "final_probability": 0,
- "age_in_days": 0
}
]
}Create a new deal_v2
| owner_id | string
|
object (Deals.DealPrivacy) | |
required | object Fields of the deals which was filled up by the owner/creator. At leas field
To remove any field send {field_id:[]} List of available fields can be obtained from /api/v2/deals/fields
|
| pipeline_id required | string
|
| stage_id required | string
|
| currency | string <ISO-4217> Currency of the deal in |
Array of objects List of Nimble contacts that take part in the deal. | |
Array of objects (Deals.RelatedExternalContact) A list with related external contacts. Similar to related_contacts, but instead of | |
| tags | Array of strings |
{- "owner_id": "string",
- "privacy": {
- "read": {
- "user_ids": [
- "507f1f77bcf86cd799439011"
], - "group_ids": [
- "507f1f77bcf86cd799439012"
]
}, - "edit": {
- "user_ids": [
- "507f1f77bcf86cd799439013"
], - "group_ids": [
- "507f1f77bcf86cd799439014"
]
}
}, - "fields_values": {
- "63760e653af0e748fe48366a": [
- {
- "value": "Deal Name"
}
], - "63760e653af0e748fe48366b": [
- {
- "value": "10000"
}
], - "description": [
- {
- "value": "Important deal"
}
]
}, - "pipeline_id": "string",
- "stage_id": "string",
- "currency": "string",
- "related_contacts": [
- {
- "contact_id": "string",
- "note": "string"
}
], - "related_external_contacts": [
- {
- "contact_info": "string",
- "note": "string"
}
], - "tags": [
- "string"
]
}{- "updated": "string",
- "deal_id": "string",
- "deal_number": 0,
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "related_external_contacts": [
- {
- "contact_info": "string",
- "note": "string"
}
], - "privacy": {
- "read": {
- "user_ids": [
- "507f1f77bcf86cd799439011"
], - "group_ids": [
- "507f1f77bcf86cd799439012"
]
}, - "edit": {
- "user_ids": [
- "507f1f77bcf86cd799439013"
], - "group_ids": [
- "507f1f77bcf86cd799439014"
]
}
}, - "updated_by": "string",
- "created": "string",
- "is_editable": true,
- "currency": "string",
- "related_contacts": [
- {
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "note": "string",
- "employments": [
- {
- "employer": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "start_date": "string",
- "end_date": "string",
- "title": "string"
}
]
}
], - "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "fields_values": {
- "field_id": "65958d7ef2e8748e6361ddb1",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "fields_values_with_names": {
- "field_name": "amount",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "stage_transitions": {
- "pipeline_id": "string",
- "pipeline_color": "string",
- "pipeline_name": "string",
- "transitions": [
- {
- "from_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "to_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "who": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "when": "2019-08-24",
- "notes": "string"
}
], - "before_final_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
}, - "files": {
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "file_size": 0,
- "file_name": "string",
- "file_id": "string",
- "metadata": {
- "data_id": "string",
- "source": "uploaded_azure"
}
}, - "tags": [
- "string"
], - "final_probability": 0,
- "age_in_days": 0
}update deals tag by name
| tag_name required | string name of tag |
| new_tag required | string |
{- "new_tag": "string"
}{- "message": "You can not reopen already active deal",
- "type": "lost_contact_access"
}delete deals tag by name
| tag_name required | string name of tag |
| preflight_checks | boolean Default: false check query's deals are editable |
{- "preflight_checks": false
}{- "errors": [
- {
- "message": "Some contacts cannot be updated because of their privacy settings",
- "nse_query": {
- "and": [
- {
- "is_editable": {
- "is": false
}
}, - {
- "_id": {
- "in": [
- "5dfb9c3e84a6b90f0c01c23a",
- "5dfb9c3e84a6b90f0c01c23b"
]
}
}
]
}, - "total": 10,
- "type": "non_editable_contacts"
}
]
}Get deal by id
| deal_id required | string id of a deal to operate on |
{- "updated": "string",
- "deal_id": "string",
- "deal_number": 0,
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "related_external_contacts": [
- {
- "contact_info": "string",
- "note": "string"
}
], - "privacy": {
- "read": {
- "user_ids": [
- "507f1f77bcf86cd799439011"
], - "group_ids": [
- "507f1f77bcf86cd799439012"
]
}, - "edit": {
- "user_ids": [
- "507f1f77bcf86cd799439013"
], - "group_ids": [
- "507f1f77bcf86cd799439014"
]
}
}, - "updated_by": "string",
- "created": "string",
- "is_editable": true,
- "currency": "string",
- "related_contacts": [
- {
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "note": "string",
- "employments": [
- {
- "employer": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "start_date": "string",
- "end_date": "string",
- "title": "string"
}
]
}
], - "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "fields_values": {
- "field_id": "65958d7ef2e8748e6361ddb1",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "fields_values_with_names": {
- "field_name": "amount",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "stage_transitions": {
- "pipeline_id": "string",
- "pipeline_color": "string",
- "pipeline_name": "string",
- "transitions": [
- {
- "from_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "to_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "who": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "when": "2019-08-24",
- "notes": "string"
}
], - "before_final_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
}, - "files": {
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "file_size": 0,
- "file_name": "string",
- "file_id": "string",
- "metadata": {
- "data_id": "string",
- "source": "uploaded_azure"
}
}, - "tags": [
- "string"
], - "final_probability": 0,
- "age_in_days": 0
}Edit deal by id
| deal_id required | string id of a deal to operate on |
| owner_id | string
|
object (Deals.DealPrivacy) | |
Deals.FieldsValues (object) or Deals.NamedFieldsValues (object) Fields of the deals which was filled up by the owner/creator. At leas field
To remove any field send {field_id:[]}
| |
| pipeline_id | string
|
| stage_id | string
|
| currency | string <ISO-4217> Currency of the deal in |
Array of objects List of Nimble contacts that take part in the deal. If you want to clear contacts list, send | |
Array of objects (Deals.RelatedExternalContact) A list with related external contacts. Similar to | |
| tags | Array of strings new list of deal's tags |
{- "owner_id": "5049f696a694620a0700001c",
- "privacy": {
- "read": {
- "user_ids": [
- "507f1f77bcf86cd799439011"
], - "group_ids": [
- "507f1f77bcf86cd799439012"
]
}, - "edit": {
- "user_ids": [
- "507f1f77bcf86cd799439013"
], - "group_ids": [
- "507f1f77bcf86cd799439014"
]
}
}, - "fields_values": {
- "field_id": "65958d7ef2e8748e6361ddb1",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "pipeline_id": "630f34cfa34058dea76c0c0e",
- "stage_id": "62fd6587048065ca3510c6d5",
- "currency": "USD",
- "related_contacts": [
- {
- "contact_id": "630c6f7bf5943b012188c778",
- "note": "Some Note Text"
}
], - "related_external_contacts": [
- {
- "contact_info": "string",
- "note": "string"
}
], - "tags": [
- "string"
]
}{- "updated": "string",
- "deal_id": "string",
- "deal_number": 0,
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "related_external_contacts": [
- {
- "contact_info": "string",
- "note": "string"
}
], - "privacy": {
- "read": {
- "user_ids": [
- "507f1f77bcf86cd799439011"
], - "group_ids": [
- "507f1f77bcf86cd799439012"
]
}, - "edit": {
- "user_ids": [
- "507f1f77bcf86cd799439013"
], - "group_ids": [
- "507f1f77bcf86cd799439014"
]
}
}, - "updated_by": "string",
- "created": "string",
- "is_editable": true,
- "currency": "string",
- "related_contacts": [
- {
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "note": "string",
- "employments": [
- {
- "employer": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "start_date": "string",
- "end_date": "string",
- "title": "string"
}
]
}
], - "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "fields_values": {
- "field_id": "65958d7ef2e8748e6361ddb1",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "fields_values_with_names": {
- "field_name": "amount",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "stage_transitions": {
- "pipeline_id": "string",
- "pipeline_color": "string",
- "pipeline_name": "string",
- "transitions": [
- {
- "from_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "to_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "who": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "when": "2019-08-24",
- "notes": "string"
}
], - "before_final_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
}, - "files": {
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "file_size": 0,
- "file_name": "string",
- "file_id": "string",
- "metadata": {
- "data_id": "string",
- "source": "uploaded_azure"
}
}, - "tags": [
- "string"
], - "final_probability": 0,
- "age_in_days": 0
}Store a new deal file. We can store two categories of files:
Files from external sources (gdrive, dropbox, onedrive). In this scenario files are being select in the respective file picker, and the client should pass file details to this API call so the file gets stored for the deal
Files uploaded from a computer using Azure SDK.
a) To perform the upload itself, the client must first use /api/files/azure/upload (this API is the same as one
for uploading Contact Files – we just moved it to a separate endpoint since it's independent
from contact/deals/etc)
b) after the upload was completed, the client has so-called data_id (the ID of this file in Azure Blob Storage)
c) pass the data_id to this API so the file gets stored to the deal
| deal_id required | string id of deal to which the file should be stored |
object (Deals.AzureFileMetadata) metadata for files uploaded from device using Azure JS SDK |
{- "metadata": {
- "data_id": "string",
- "source": "uploaded_azure"
}
}Updates a file with new name. Note: only files uploaded using Azure SDK can be renamed
| deal_id required | string |
| file_id required | string id of a file to operate with |
| new_file_name | string |
{- "new_file_name": "string"
}Create note to the deal
| deal_id required | string id of deal to which note should be attached |
| title required | string [ 1 .. 256 ] characters Title of the note. |
| body | string Text of the note. |
{- "title": "string",
- "body": "string"
}{- "note_id": "string",
- "title": "string",
- "body": "string",
- "created": "2019-08-24T14:15:22Z",
- "updated": "2019-08-24T14:15:22Z",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}Update note
| deal_id required | string id of deal to which note should be attached |
| note_id required | string id of note to operate with |
| title | string [ 1 .. 256 ] characters Title of the note. |
| body | string or null Text of the note. |
{- "title": "string",
- "body": "string"
}{- "note_id": "string",
- "title": "string",
- "body": "string",
- "created": "2019-08-24T14:15:22Z",
- "updated": "2019-08-24T14:15:22Z",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}Returns a feed of overdue activities for a given deals. Sorting order is time since overdue, descending
| deal_id required | string |
| limit | integer Indicates how many activities show per page. |
| types | Array of strings List of overdue activity types to return. If not present, we'll return activities by all types. |
{- "activities": [
- {
- "activity_id": "string",
- "activity_type": {
- "archived": true,
- "can_update_definition": true,
- "can_update_lc": true,
- "logo_id": "string",
- "type_id": "string",
- "type_name": "string"
}, - "assigned_to": {
- "account_type": "string",
- "avatar_url": "string",
- "company_id": "string",
- "company_name": "string",
- "created": "2019-08-24T14:15:22Z",
- "disabled": true,
- "email": "string",
- "first_name": { },
- "is_company_owner": true,
- "is_pending": true,
- "last_active": "2019-08-24T14:15:22Z",
- "last_name": { },
- "name": "string",
- "permissions": {
- "api use": 1,
- "manage deals pipelines": 1,
- "mass delete": 1,
- "mass export": 1,
- "private deals edit": 1,
- "private deals view": 1
}, - "receive_newsletter": true,
- "has_password": true,
- "timezone": "string",
- "under_gdpr": true,
- "user_id": "string",
- "metadata": {
- "city": "string",
- "company_name": "string",
- "country": "string",
- "employees_count": 0,
- "help_tour_data": {
- "app/activities/list": 0,
- "app/b/homepage": 0,
- "app/contacts/list": 0,
- "app/contacts/view": 0,
- "app/deals/list": 0,
- "app/deals/view": 0,
- "app/groupmessages/create": 0,
- "app/messages/list": 0,
- "app/messages/view": 0,
- "app/settings/": 0,
- "app/social/list": 0,
- "contact_list_group_message": 0,
- "disabled": 0,
- "nimble_widget": 0
}, - "industry": "string",
- "phone": "string",
- "state": "string",
- "street": "string",
- "title": "string",
- "zip": "string"
}, - "email_verification_due": true
}, - "comments": [
- {
- "author": {
- "account_type": "string",
- "avatar_url": "string",
- "company_id": "string",
- "company_name": "string",
- "created": "2019-08-24T14:15:22Z",
- "disabled": true,
- "email": "string",
- "first_name": { },
- "is_company_owner": true,
- "is_pending": true,
- "last_active": "2019-08-24T14:15:22Z",
- "last_name": { },
- "name": "string",
- "permissions": {
- "api use": 1,
- "manage deals pipelines": 1,
- "mass delete": 1,
- "mass export": 1,
- "private deals edit": 1,
- "private deals view": 1
}, - "receive_newsletter": true,
- "has_password": true,
- "timezone": "string",
- "under_gdpr": true,
- "user_id": "string",
- "metadata": {
- "city": "string",
- "company_name": "string",
- "country": "string",
- "employees_count": 0,
- "help_tour_data": {
- "app/activities/list": 0,
- "app/b/homepage": 0,
- "app/contacts/list": 0,
- "app/contacts/view": 0,
- "app/deals/list": 0,
- "app/deals/view": 0,
- "app/groupmessages/create": 0,
- "app/messages/list": 0,
- "app/messages/view": 0,
- "app/settings/": 0,
- "app/social/list": 0,
- "contact_list_group_message": 0,
- "disabled": 0,
- "nimble_widget": 0
}, - "industry": "string",
- "phone": "string",
- "state": "string",
- "street": "string",
- "title": "string",
- "zip": "string"
}, - "email_verification_due": true
}, - "comment_id": "string",
- "created": "string",
- "text": "string",
- "updated": "string"
}
], - "completed_tstamp": { },
- "created": "string",
- "description": "string",
- "details": { },
- "feed_tstamp": { },
- "is_important": true,
- "name": "string",
- "owner": {
- "account_type": "string",
- "avatar_url": "string",
- "company_id": "string",
- "company_name": "string",
- "created": "2019-08-24T14:15:22Z",
- "disabled": true,
- "email": "string",
- "first_name": { },
- "is_company_owner": true,
- "is_pending": true,
- "last_active": "2019-08-24T14:15:22Z",
- "last_name": { },
- "name": "string",
- "permissions": {
- "api use": 1,
- "manage deals pipelines": 1,
- "mass delete": 1,
- "mass export": 1,
- "private deals edit": 1,
- "private deals view": 1
}, - "receive_newsletter": true,
- "has_password": true,
- "timezone": "string",
- "under_gdpr": true,
- "user_id": "string",
- "metadata": {
- "city": "string",
- "company_name": "string",
- "country": "string",
- "employees_count": 0,
- "help_tour_data": {
- "app/activities/list": 0,
- "app/b/homepage": 0,
- "app/contacts/list": 0,
- "app/contacts/view": 0,
- "app/deals/list": 0,
- "app/deals/view": 0,
- "app/groupmessages/create": 0,
- "app/messages/list": 0,
- "app/messages/view": 0,
- "app/settings/": 0,
- "app/social/list": 0,
- "contact_list_group_message": 0,
- "disabled": 0,
- "nimble_widget": 0
}, - "industry": "string",
- "phone": "string",
- "state": "string",
- "street": "string",
- "title": "string",
- "zip": "string"
}, - "email_verification_due": true
}, - "priority": "high",
- "related_contacts": [
- {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}
], - "new_related_deals": [
- {
- "deal_id": "string",
- "is_editable": true,
- "is_viewable": true,
- "name": "string",
- "amount": 0
}
], - "scheduled_tstamp": { },
- "tags": [
- "string"
]
}
]
}Returns a list of columns and column groups for the user who making the request
{- "items": {
- "columns": [
- {
- "id": "string",
- "human_readable_name": "string",
- "json_path": "string",
- "value_json_path": "string",
- "presentation": {
- "type": "single-line-text-box",
- "possible_values": {
- "ordering_type": "ordinal",
- "values": [
- {
- "id": "string",
- "value": "string"
}
]
}
}, - "read_only": true,
- "is_standard": true,
- "sortable": true
}
], - "group_id": "string",
- "human_readable_name": "string"
}, - "type": [ ]
}Retrieves list of deal fields for this user (standard) and fields for each pipeline
{- "pipelines_tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
], - "standard_fields": [
- {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}
]
}{- "pipelines": [
- {
- "pipeline_id": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "name": "string",
- "description": "string",
- "created": "string",
- "updated": "string",
- "archived_at": "string",
- "stages": [
- {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
], - "color": "string",
- "lost_reasons": [
- {
- "id": "string",
- "text": "string"
}
], - "is_default": true,
- "default_currency": "string",
- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
]
}
]
}Create new pipeline
| name required | string [ 1 .. 200 ] characters Name of new pipeline |
| description required | string <= 256 characters |
| color required | string |
| lost_reasons required | Array of strings[ items <= 256 characters ] Default: [] |
required | Array of objects (Pipeline.CreateDealStageRequest) Default: [] |
required | Array of Pipeline.CreateDealsPipelineGroupRequest (object) or Pipeline.CreateDealsPipelineFieldRequest (object) |
| default_currency required | string <ISO-4217> |
{- "name": "string",
- "description": "string",
- "color": "string",
- "lost_reasons": [ ],
- "stages": [ ],
- "fields_tab_members": [
- {
- "group_name": "string",
- "logo_id": "string",
- "insert_after": "string",
- "fields": [
- {
- "name": "string",
- "field_type": {
- "field_kind": "string",
- "validation_rule": "email"
}, - "presentation": {
- "number_type": "integer"
}, - "pipeline_id": "string",
- "insert_after": "string",
- "group_id": "string"
}
]
}
], - "default_currency": "string"
}{- "pipeline_id": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "name": "string",
- "description": "string",
- "created": "string",
- "updated": "string",
- "archived_at": "string",
- "stages": [
- {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
], - "color": "string",
- "lost_reasons": [
- {
- "id": "string",
- "text": "string"
}
], - "is_default": true,
- "default_currency": "string",
- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
]
}Get pipeline by id
| pipeline_id required | string <ObjectId> Id of pipeline to operate with |
{- "pipeline_id": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "name": "string",
- "description": "string",
- "created": "string",
- "updated": "string",
- "archived_at": "string",
- "stages": [
- {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
], - "color": "string",
- "lost_reasons": [
- {
- "id": "string",
- "text": "string"
}
], - "is_default": true,
- "default_currency": "string",
- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
]
}Update pipeline by id
| pipeline_id required | string <ObjectId> Id of pipeline to operate with |
| name | string [ 1 .. 200 ] characters New pipeline name |
| description | string New pipeline description |
| color | string New pipeline color |
{- "name": "string",
- "description": "string",
- "color": "string"
}{- "pipeline_id": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "name": "string",
- "description": "string",
- "created": "string",
- "updated": "string",
- "archived_at": "string",
- "stages": [
- {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
], - "color": "string",
- "lost_reasons": [
- {
- "id": "string",
- "text": "string"
}
], - "is_default": true,
- "default_currency": "string",
- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
]
}Delete the pipeline by its id. All deals in this pipelines will also be deleted!
| pipeline_id required | string <ObjectId> Id of pipeline to operate with |
{- "message": "You don't have access to this deal"
}Get deals in pipeline listing separated by stages
| pipeline_id required | string <ObjectId> id of pipeline to get listing for |
| sort required | string <field:order> Example: sort=name:asc parameter to sort by |
| limit | integer Default: 10 Example: limit=30 limit of deals per page |
| query | string unparsed NSE search query |
| stage_id | string <ObjectId> id of stage to get info about |
{- "stages": [
- {
- "deals": [
- {
- "updated": "string",
- "deal_id": "string",
- "deal_number": 0,
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "related_external_contacts": [
- {
- "contact_info": "string",
- "note": "string"
}
], - "privacy": {
- "read": {
- "user_ids": [
- "507f1f77bcf86cd799439011"
], - "group_ids": [
- "507f1f77bcf86cd799439012"
]
}, - "edit": {
- "user_ids": [
- "507f1f77bcf86cd799439013"
], - "group_ids": [
- "507f1f77bcf86cd799439014"
]
}
}, - "updated_by": "string",
- "created": "string",
- "is_editable": true,
- "currency": "string",
- "related_contacts": [
- {
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "note": "string",
- "employments": [
- {
- "employer": {
- "avatar_url": null,
- "contact_type": null,
- "email": [ ],
- "id": null,
- "is_viewable": null,
- "name": null,
- "employment": { },
- "phones": { }
}, - "start_date": "string",
- "end_date": "string",
- "title": "string"
}
]
}
], - "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "fields_values": {
- "field_id": "65958d7ef2e8748e6361ddb1",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "fields_values_with_names": {
- "field_name": "amount",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "stage_transitions": {
- "pipeline_id": "string",
- "pipeline_color": "string",
- "pipeline_name": "string",
- "transitions": [
- {
- "from_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": null,
- "email": null,
- "is_active": null,
- "name": null,
- "user_id": null
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": null,
- "is_final": null
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "to_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": null,
- "email": null,
- "is_active": null,
- "name": null,
- "user_id": null
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": null,
- "is_final": null
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "who": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "when": "2019-08-24",
- "notes": "string"
}
], - "before_final_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
}, - "files": {
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "file_size": 0,
- "file_name": "string",
- "file_id": "string",
- "metadata": {
- "data_id": "string",
- "source": "uploaded_azure"
}
}, - "tags": [
- "string"
], - "final_probability": 0,
- "age_in_days": 0
}
], - "stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "meta": {
- "total_new_count": 0,
- "next_page_url": "string",
- "total_amount": [
- {
- "currency": "string",
- "count": 0
}
]
}
}
]
}Get deals in pipeline listing separated by owners
| pipeline_id required | string <ObjectId> id of pipeline to get listing for |
| sort required | string <field:order> Example: sort=name:asc parameter to sort by |
| limit | integer Default: 10 Example: limit=30 limit of deals per page |
| query | string unparsed NSE search query |
{- "groups": [
- {
- "deals": [
- {
- "updated": "string",
- "deal_id": "string",
- "deal_number": 0,
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "related_external_contacts": [
- {
- "contact_info": "string",
- "note": "string"
}
], - "privacy": {
- "read": {
- "user_ids": [
- "507f1f77bcf86cd799439011"
], - "group_ids": [
- "507f1f77bcf86cd799439012"
]
}, - "edit": {
- "user_ids": [
- "507f1f77bcf86cd799439013"
], - "group_ids": [
- "507f1f77bcf86cd799439014"
]
}
}, - "updated_by": "string",
- "created": "string",
- "is_editable": true,
- "currency": "string",
- "related_contacts": [
- {
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "note": "string",
- "employments": [
- {
- "employer": {
- "avatar_url": null,
- "contact_type": null,
- "email": [ ],
- "id": null,
- "is_viewable": null,
- "name": null,
- "employment": { },
- "phones": { }
}, - "start_date": "string",
- "end_date": "string",
- "title": "string"
}
]
}
], - "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "fields_values": {
- "field_id": "65958d7ef2e8748e6361ddb1",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "fields_values_with_names": {
- "field_name": "amount",
- "values": [
- {
- "value": "value_1",
- "is_primary": true
}
]
}, - "stage_transitions": {
- "pipeline_id": "string",
- "pipeline_color": "string",
- "pipeline_name": "string",
- "transitions": [
- {
- "from_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": null,
- "email": null,
- "is_active": null,
- "name": null,
- "user_id": null
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": null,
- "is_final": null
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "to_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": null,
- "email": null,
- "is_active": null,
- "name": null,
- "user_id": null
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": null,
- "is_final": null
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}, - "who": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "when": "2019-08-24",
- "notes": "string"
}
], - "before_final_stage": {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
}, - "files": {
- "uploader": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "uploaded_at": "string",
- "file_size": 0,
- "file_name": "string",
- "file_id": "string",
- "metadata": {
- "data_id": "string",
- "source": "uploaded_azure"
}
}, - "tags": [
- "string"
], - "final_probability": 0,
- "age_in_days": 0
}
], - "owner": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "meta": {
- "next_page_url": "string",
- "total_amount": [
- {
- "currency": "string",
- "count": 0
}
]
}
}
]
}Add lost reason to pipeline
| pipeline_id required | string <ObjectId> id of pipeline where reason is |
| reason required | string Reason description |
{- "reason": "string"
}{- "pipeline_id": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "name": "string",
- "description": "string",
- "created": "string",
- "updated": "string",
- "archived_at": "string",
- "stages": [
- {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
], - "color": "string",
- "lost_reasons": [
- {
- "id": "string",
- "text": "string"
}
], - "is_default": true,
- "default_currency": "string",
- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
]
}Create deal stage
| pipeline_id required | string <ObjectId> id of pipeline to manipulate with |
| name | string Name of the stage |
| description | string Stage description |
| pipeline_id | string <ObjectId> Id of the pipeline where stage should be |
| insert_after | string <ObjectId> Id of the stage that should be positioned before this new stage |
| expected_days | number >= 0 Expected day before stage complete |
| default_probability | number [ 0 .. 100 ] Default probability for all deals in this stage (will be deal probability if one doesn't have its own) |
{- "name": "string",
- "description": "string",
- "pipeline_id": "string",
- "insert_after": "string",
- "expected_days": 0,
- "default_probability": 100
}{- "pipeline_id": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "name": "string",
- "description": "string",
- "created": "string",
- "updated": "string",
- "archived_at": "string",
- "stages": [
- {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
], - "color": "string",
- "lost_reasons": [
- {
- "id": "string",
- "text": "string"
}
], - "is_default": true,
- "default_currency": "string",
- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
]
}Update stage
| pipeline_id required | string <ObjectId> id of pipeline to manipulate with |
| stage_id required | string <ObjectId> id of stage to manipulate with |
| name | string [ 1 .. 4096 ] characters Stage name |
| description | string or null [ 1 .. 4096 ] characters Stage description |
| expected_days | integer The number of days a deal is expected to spend at this stage |
| default_probability | integer [ 0 .. 100 ] Stage default probability. Will be assigned to all deals in stage if they don't have their own |
{- "name": "string",
- "description": "string",
- "expected_days": 0,
- "default_probability": 100
}{- "pipeline_id": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "name": "string",
- "description": "string",
- "created": "string",
- "updated": "string",
- "archived_at": "string",
- "stages": [
- {
- "default_probability": 0,
- "stage_id": "string",
- "description": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "created": "string",
- "updated": "string",
- "pipline_id": "string",
- "role": {
- "name": "string",
- "is_final": true
}, - "archived_at": "string",
- "expected_days": 0,
- "name": "string"
}
], - "color": "string",
- "lost_reasons": [
- {
- "id": "string",
- "text": "string"
}
], - "is_default": true,
- "default_currency": "string",
- "tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
]
}Creates custom field in pipeline
| pipeline_id required | string
|
| name required | string Name of the new field |
required | Pipeline.StringFieldValuesType (object) or Pipeline.LongStringFieldValuesType (object) or Pipeline.ChoiceFieldValuesType (object) or Pipeline.NumberFieldValuesType (object) or Pipeline.DateTimeFieldValuesType (object) or Pipeline.BooleanFieldValuesType (object) or Pipeline.AddressFieldValuesType (object) or Pipeline.UserFieldValuesType (object) (Pipeline.FieldTypeOnFieldCreation) |
required | Fields.IntegerNumberPresentation (object) or Fields.DecimalNumberPresentation (object) or Fields.PercentageNumberPresentation (object) or Fields.FinancialNumberPresentation (object) or Fields.DateTimePresentation (object) (Fields.FieldPresentation) how values of the field should look. Must match to corresponding field_type. Date and number fields must have an appropriate presentation. There is no presentation for other types |
| pipeline_id | string or null
|
| insert_after | string or null Inserts a new field after field or group with specified |
| group_id | string
|
{- "name": "string",
- "field_type": {
- "field_kind": "string",
- "validation_rule": "email"
}, - "presentation": {
- "number_type": "integer"
}, - "pipeline_id": "string",
- "insert_after": "string",
- "group_id": "string"
}{- "pipelines_tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
], - "standard_fields": [
- {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}
]
}Updates custom field in pipeline
| pipeline_id required | string
|
| field_id required | string
|
| name | string Name of the new field |
Fields.IntegerNumberPresentation (object) or Fields.DecimalNumberPresentation (object) or Fields.PercentageNumberPresentation (object) or Fields.FinancialNumberPresentation (object) or Fields.DateTimePresentation (object) (Fields.FieldPresentation) how values of the field should look. Must match to corresponding field_type. Date and number fields must have an appropriate presentation. There is no presentation for other types | |
| insert_after | string or null Inserts a new field after field or group with specified |
| group_id | string or null <ObjectId> id of group where field will be located or |
{- "name": "string",
- "presentation": {
- "number_type": "integer"
}, - "insert_after": "string",
- "group_id": "string"
}{- "pipelines_tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
], - "standard_fields": [
- {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}
]
}Deletes custom field from pipeline
| pipeline_id required | string
|
| field_id required | string
|
| preflight_checks | boolean if true and there are deals using this field - will return an error; if false - will delete the field and its possible values in deals |
{- "preflight_checks": true
}{- "message": "You don't have access to this deal"
}Creates choice in specified pipeline field
| pipeline_id required | string
|
| field_id required | string
|
required | object New choice |
| insert_after | string or null Move choice after choice with specified id. If |
{- "choice": {
- "id": "string",
- "value": "string"
}, - "insert_after": "string"
}{- "pipelines_tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
], - "standard_fields": [
- {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}
]
}Updates choice in custom field in pipeline
| pipeline_id required | string
|
| field_id required | string
|
| choice_id required | string
|
| value | string or null New choice value |
| insert_after | string or null Move choice after choice with specified id. If |
{- "value": "string",
- "insert_after": "string"
}{- "pipelines_tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
], - "standard_fields": [
- {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}
]
}Deletes choice from custom field
| pipeline_id required | string
|
| field_id required | string
|
| choice_id required | string
|
| preflight_checks | boolean if true and there are deals using this particular choice - will return an error; if false - will delete the choice and the value of this choice in all deals |
{- "preflight_checks": true
}{- "message": "You don't have access to this deal"
}Create pipeline deal group
| pipeline_id required | string <ObjectId> id of pipeline to manipulate with |
| group_name | string |
| logo_id | string |
| insert_after | string or null If not null, inserts a new group after another group or field with specified id. If null, then group is inserted as the first one |
Array of objects (Pipeline.CreateDealsPipelineFieldRequest) |
{- "group_name": "string",
- "logo_id": "string",
- "insert_after": "string",
- "fields": [
- {
- "name": "string",
- "field_type": {
- "field_kind": "string",
- "validation_rule": "email"
}, - "presentation": {
- "number_type": "integer"
}, - "pipeline_id": "string",
- "insert_after": "string",
- "group_id": "string"
}
]
}{- "pipelines_tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
], - "standard_fields": [
- {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}
]
}Update pipeline deal group
| pipeline_id required | string id of group to manipulate with |
| group_id required | string id of group to update |
| group_name | string |
| logo_id | string |
| insert_after | string move group after another group or field with specified id |
{- "group_name": "string",
- "logo_id": "string",
- "insert_after": "string"
}{- "pipelines_tabs": [
- {
- "tab_id": "string",
- "tab_name": "string",
- "pipeline_id": "string",
- "members": {
- "type": "string",
- "field": {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}, - "pipeline_id": "string"
}
}
], - "standard_fields": [
- {
- "field_id": "string",
- "modifier": "string",
- "multiples": true,
- "available_actions": "string",
- "field_type": "string",
- "field_name": "string"
}
]
}Delete pipeline deal group
| pipeline_id required | string id of pipeline to delete group from |
| group_id required | string id of group to delete |
{- "message": "You don't have access to this deal"
}List draft messages
| recipients | string coma-separated recipient to filter drafts for |
| sender | string filter scheduled messages by a sender account |
| page | number pagination parameter (starts from zero) |
| per_page | number pagination parameter |
{- "drafts": [
- {
- "draft_id": "string",
- "specification": {
- "attachments": [ ],
- "bcc": [ ],
- "body": "string",
- "cc": [ ],
- "in_reply_to": {
- "in_reply_to_id": "string",
- "thread_id": "string"
}, - "recipients": [
- {
- "avatar_url": "string",
- "comment": "string",
- "company": { },
- "company_id": { },
- "contact_id": "string",
- "user_id": "string",
- "name": 0,
- "account_type": "email",
- "identifier": "string"
}
], - "sender": {
- "avatar_url": "string",
- "comment": "string",
- "company": { },
- "company_id": { },
- "contact_id": "string",
- "user_id": "string",
- "name": 0,
- "account_type": "email",
- "identifier": "string"
}, - "subject": "string",
- "tracking_enabled": { },
- "tracking_configuration": {
- "opens_tracking": true,
- "clicks_tracking": true
}, - "watch_replies": {
- "expiration_interval": 0,
- "expiration_tstamp": "string"
}, - "builder_data": { },
- "content_mode": "standard",
- "sender_credential_id": "string"
}, - "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "recipients": [
- {
- "email": "string",
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}
], - "cc": [
- {
- "email": "string",
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}
], - "bcc": [
- {
- "email": "string",
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}
], - "sender": {
- "email": "string",
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}
}
], - "meta": {
- "total": 0,
- "pages": 0,
- "page": 0,
- "per_page": 0
}
}Create a draft message
Array of objects (Messages.Attachment) Default: [] | |
Array of objects (Messages.MessagingAccount) Default: [] | |
| body | string or null |
Array of objects (Messages.MessagingAccount) Default: [] | |
object or null if this message spec is a reply to a thread, this object contains the id of message it's a reply to and the id of a thread | |
Array of objects (Messages.MessagingAccount) | |
(Messages.MessagingAccount (object or null)) | |
| subject | string or null |
| tracking_enabled | object or null DEPRECATED. use |
object (Messages.MessageTrackingConfiguration) tracking configuration | |
(Messages.WatchRepliesRequest (object or null)) | |
| builder_data | object or null client Email builder data |
| content_mode | string (Messages.MessageTemplateContentMode) Enum: "standard" "builder" "custom_html" |
| sender_credential_id | string or null <ObjectId> credential to send this message (if null, credential will be determined by sender) |
{- "attachments": [ ],
- "bcc": [ ],
- "body": "string",
- "cc": [ ],
- "in_reply_to": {
- "in_reply_to_id": "string",
- "thread_id": "string"
}, - "recipients": [
- {
- "avatar_url": "string",
- "comment": "string",
- "company": { },
- "company_id": { },
- "contact_id": "string",
- "user_id": "string",
- "name": 0,
- "account_type": "email",
- "identifier": "string"
}
], - "sender": {
- "avatar_url": "string",
- "comment": "string",
- "company": { },
- "company_id": { },
- "contact_id": "string",
- "user_id": "string",
- "name": 0,
- "account_type": "email",
- "identifier": "string"
}, - "subject": "string",
- "tracking_enabled": { },
- "tracking_configuration": {
- "opens_tracking": true,
- "clicks_tracking": true
}, - "watch_replies": {
- "expiration_interval": 0,
- "expiration_tstamp": "string"
}, - "builder_data": { },
- "content_mode": "standard",
- "sender_credential_id": "string"
}{- "draft_id": "string",
- "specification": {
- "attachments": [ ],
- "bcc": [ ],
- "body": "string",
- "cc": [ ],
- "in_reply_to": {
- "in_reply_to_id": "string",
- "thread_id": "string"
}, - "recipients": [
- {
- "avatar_url": "string",
- "comment": "string",
- "company": { },
- "company_id": { },
- "contact_id": "string",
- "user_id": "string",
- "name": 0,
- "account_type": "email",
- "identifier": "string"
}
], - "sender": {
- "avatar_url": "string",
- "comment": "string",
- "company": { },
- "company_id": { },
- "contact_id": "string",
- "user_id": "string",
- "name": 0,
- "account_type": "email",
- "identifier": "string"
}, - "subject": "string",
- "tracking_enabled": { },
- "tracking_configuration": {
- "opens_tracking": true,
- "clicks_tracking": true
}, - "watch_replies": {
- "expiration_interval": 0,
- "expiration_tstamp": "string"
}, - "builder_data": { },
- "content_mode": "standard",
- "sender_credential_id": "string"
}, - "updated": "string",
- "creator": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}, - "recipients": [
- {
- "email": "string",
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}
], - "cc": [
- {
- "email": "string",
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}
], - "bcc": [
- {
- "email": "string",
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}
], - "sender": {
- "email": "string",
- "contact": {
- "avatar_url": "string",
- "contact_type": "person",
- "email": [
- "string"
], - "id": "string",
- "is_viewable": true,
- "name": "string",
- "employment": {
- "company_name": "string",
- "title": "string"
}, - "phones": {
- "label": "string",
- "value": "string"
}
}, - "user": {
- "avatar_url": "string",
- "email": "string",
- "is_active": true,
- "name": "string",
- "user_id": "string"
}
}
}