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Agile CRM REST API

Agile CRM is a new breed CRM software with sales and marketing automation.

Table of contents

Rest API implementation

Things to know

Contacts

Deals

Notes

Tasks

Events

Track / Milestones

Campaigns

Documents

Help Desks

Video references

Dynamic Filters

Things to know:

Authentication :

This is an HTTPS-only API. Authentications are performed based on the email address of the user and the respective API Key.

The Email and API key should pass basic HTTP Authentication. For this, use email address as the username and the respective API Key as the password)

API Key

  • You may access the API Key from Admin Settings -> API & Analytics -> API Key
  • Use the first one (API Key for REST client) for all the REST API calls.

Finding API Key, domain and email

Endpoints:

All API requests should be made to: https://{domain}.agilecrm.com/dev/

Note: All data is case-sensitive. Emails, names and other values are case sensitive. For example, "Test" and "test" are considered two different words.

1. Contacts & companies API


Field Name Description Value Type Read-Only Mandatory Accepted values
id Unique id is generated when contact is created Long Yes Yes, to update and delete calls. N/A
type Type distinguishes a contact and a company. String No No. Defaults to "PERSON" if not mentioned."PERSON" or "COMPANY"
tags Unique identifiers added to contact, for easy management of contacts. This is not applicable for companies. List no no Tag name should start with an alphabet and can not contain special characters other than underscore and space.
lead_score Score of contact. This is not applicable for companies. Integer no no Any positive integer
contact_company_id This field should only be added in the Contact object to specify that the contact works for the given company. Long No No Company ID can be provided here. Only long values are accepted.
star_value Rating of contact (Max value 5). This is not applicable for companies. Short no no 0 to 5
properties Contact properties are represented by list of JSON objects, each JSON object should follow the prototype shown. Custom fields will have type as CUSTOM and others will have type as SYSTEM. List of JSON objects no first_name is mandatory
campaignStatus Information about campaigns running on a contact, like name, status, start time, end time of campaign List of JSONObjects Yes Only if this contact has campaigns N/A
unsubscribeStatus Information about the campaign from which the contact is unsubscribed. List of JSONObjects Yes Only if this contact has campaigns N/A
emailBounceStatus Information about the email bounce and spam while running the campaign List of JOSNObjects Yes Only if this conatct has campaigns N/A

Properties JSON:

Field Name Description Value Type Read-Only Mandatory Accepted values
name Name of the field. String No Yes Any string
type Type of the field (Whether it is system defined field or custom field). String No Yes SYSTEM or CUSTOM
subtype Sub type of the field.Only SYSTEM properties like email will have the sybtypes. String No No The value of this field depends up on the property name.
value Value of the property. String No No Any String.

The below are the subtypes for respective property fields.

Name Type Syb types
email SYSTEM work,personal
phone SYSTEM work,home,mobile,main,home fax,work fax,other
address SYSTEM home,postal,office
website SYSTEM URL,SKYPE,TWITTER,LINKEDIN,FACEBOOK,XING,FEED,GOOGLE_PLUS,FLICKR,GITHUB,YOUTUBE

Note: There will be subtypes for custom fields. User should specify the above mentioned subtype for those respective properties only.

Properties JSON Complete Example:

"properties": [
        {
            "name": "Text field test",
            "type": "CUSTOM",
            "value": "I am text field test."
        },
        {
            "name": "Text Area Test",
            "type": "CUSTOM",
            "value": "I am text area field test. I am CEO of Uptake Technologies. I like Agile Chrome Extension. You can add leads from LinkedIn, Twitter, Facebook, Gmail etc."
        },
        {
            "name": "Date of Joining",
            "type": "CUSTOM",
            "value": 1279132200
        },
        {
            "name": "Please select checkbox to accept term and condition",
            "type": "CUSTOM",
            "value": "on"
        },
        {
            "name": "Please select one product from list",
            "type": "CUSTOM",
            "value": "tomato"
        },
        {
            "name": "Please add what are the companies you worked",
            "type": "CUSTOM",
            "value": "[\"5694691248963584\",\"5646962099486720\"]"
        },
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Brad"
        },
        {
            "type": "SYSTEM",
            "name": "last_name",
            "value": "Keywell"
        },
        {
            "type": "SYSTEM",
            "name": "image",
            "value": "https://media.licdn.com/mpr/mpr/shrinknp_400_400/AAEAAQAAAAAAAAkpAAAAJDY4ZDg2OTU3LTVhOTAtNGRlOC1hNjAxLTgwNGUyMzc0MDc2Mg.jpg"
        },
        {
            "type": "SYSTEM",
            "name": "company",
            "value": "Uptake Technologies"
        },
        {
            "type": "SYSTEM",
            "name": "title",
            "value": "‎Co-Founder and CEO"
        },
        {
            "name": "email",
            "value": "[email protected]",
            "subtype": "work"
        },
        {
            "name": "phone",
            "value": "8888888888",
            "subtype": "work"
        },
        {
            "name": "website",
            "value": "https://www.linkedin.com/in/bradkeywell",
            "subtype": "LINKEDIN"
        },
        {
            "name": "website",
            "value": "https://www.youtube.com/watch?v=8-zQMprfDgE",
            "subtype": "YOUTUBE"
        },
        {
            "name": "address",
            "value": "{\"address\":\"Motor City 120 street\",\"city\":\"Detroit\",\"state\":\"Michigan\",\"zip\":\"48201\",\"country\":\"US\",\"countryname\":\"United States\"}"
        }
    ]

Contact JSON example

{
    "id": "5629585249009664",
    "type": "PERSON",
    "created_time": "1469170109",
    "updated_time": 1469764466,
    "last_contacted": 0,
    "last_emailed": 0,
    "last_campaign_emaild": 0,
    "last_called": 0,
    "viewed_time": 0,
    "viewed": {
        "viewed_time": 1469764498855,
        "viewer_id": 6263975862861824
    },
    "star_value": 4,
    "lead_score": 5,
    "tags": [],
    "tagsWithTime": [
        {
            "tag": "dummyTestTag",
            "createdTime": 1469510469602,
            "availableCount": 0,
            "entity_type": "tag"
        }
    ],
    "properties": [
        {
            "name": "Text field test",
            "type": "CUSTOM",
            "value": "I am text field test."
        },
        {
            "name": "Text Area Test",
            "type": "CUSTOM",
            "value": "I am text area field test. I am CEO of Uptake Technologies. I like Agile Chrome Extension. You can add leads from LinkedIn, Twitter, Facebook, Gmail etc."
        },
        {
            "name": "Date of Joining",
            "type": "CUSTOM",
            "value": 1279132200
        },
        {
            "name": "Please select checkbox to accept term and condition",
            "type": "CUSTOM",
            "value": "on"
        },
        {
            "name": "Please select one product from list",
            "type": "CUSTOM",
            "value": "tomato"
        },
        {
            "name": "Please add what are the companies you worked",
            "type": "CUSTOM",
            "value": "[\"5694691248963584\",\"5646962099486720\"]"
        },
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Brad"
        },
        {
            "type": "SYSTEM",
            "name": "last_name",
            "value": "Keywell"
        },
        {
            "type": "SYSTEM",
            "name": "image",
            "value": "https://media.licdn.com/mpr/mpr/shrinknp_400_400/AAEAAQAAAAAAAAkpAAAAJDY4ZDg2OTU3LTVhOTAtNGRlOC1hNjAxLTgwNGUyMzc0MDc2Mg.jpg"
        },
        {
            "type": "SYSTEM",
            "name": "company",
            "value": "Uptake Technologies"
        },
        {
            "type": "SYSTEM",
            "name": "title",
            "value": "Co-Founder and CEO"
        },
        {
            "name": "email",
            "value": "[email protected]",
            "subtype": "work"
        },
        {
            "name": "phone",
            "value": "8888888888",
            "subtype": "work"
        },
        {
            "name": "website",
            "value": "https://www.linkedin.com/in/bradkeywell",
            "subtype": "LINKEDIN"
        },
        {
            "name": "website",
            "value": "https://www.youtube.com/watch?v=8-zQMprfDgE",
            "subtype": "YOUTUBE"
        },
        {
            "name": "address",
            "value": "{\"address\":\"Motor City 120 street\",\"city\":\"Detroit\",\"state\":\"Michigan\",\"zip\":\"48201\",\"country\":\"US\",\"countryname\":\"United States\"}"
        }
    ],
    "campaignStatus": [],
    "entity_type": "contact_entity",
    "contact_company_id": "5649189358796800",
    "unsubscribeStatus": [],
    "emailBounceStatus": [],
    "formId": 0,
    "owner": {
        "id": 6263975862861824,
        "domain": "ghanshyam",
        "email": "[email protected]",
        "name": "Ghanshyam",
        "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/25.png",
        "schedule_id": "Ghanshyam",
        "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
        "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
    }
}

1.1 Listing contacts :

dev/api/contacts

Method: GET

  • returns list of contacts in domain which are ordered by creation time.

For the Response in the Json format, add the header 'Accept' as application/json. By default, the response will be in XML format. Paging can be applied using the page_size and cursor query parameters. Count of the contacts will be in the first contact and Cursor for the next page will be in the last contact of the list. If there is no cursor, it means that it is the end of list.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts?page_size=20&cursor=E-ABAIICNGoRc35hZ2lsZS1jcm0tY2xvdWRyFAsSB0NvbnRhY3QYgICAgKLThAoMogEIcHJhYmF0aGuIAgAU \
-H "Accept : application/json" \
-v -u [email protected]:123456 

Example JSON response

[
    {
        "id": 5073269292007424,
        "type": "PERSON",
        "created_time": 1445941332,
        "updated_time": 1451545213,
        "star_value": 0,
        "lead_score": 0,
        "tags": [
            "Sample based",
            "tag1",
            "tag3",
            "tag2"
        ],
        "tagsWithTime": [
            {
                "tag": "Sample based",
                "createdTime": 1449716452263,
                "availableCount": 0,
                "entity_type": "tag"
            },
            {
                "tag": "tag1",
                "createdTime": 1449716779882,
                "availableCount": 0,
                "entity_type": "tag"
            },
            {
                "tag": "tag3",
                "createdTime": 1449716997174,
                "availableCount": 0,
                "entity_type": "tag"
            },
            {
                "tag": "tag2",
                "createdTime": 1449716997174,
                "availableCount": 0,
                "entity_type": "tag"
            }
        ],
        "properties": [
            {
                "type": "CUSTOM",
                "name": "text sample test",
                "value": "text custom"
            },
            {
                "type": "CUSTOM",
                "name": "TeamNumbers",
                "value": "5"
            },
            {
                "type": "SYSTEM",
                "name": "first_name",
                "value": "April"
            },
            {
                "type": "SYSTEM",
                "name": "last_name",
                "value": "Woodlif"
            },
            {
                "type": "SYSTEM",
                "name": "email",
                "subtype": "",
                "value": "[email protected]"
            },
            {
                "type": "SYSTEM",
                "name": "phone",
                "value": "6767678982"
            },
            {
                "type": "SYSTEM",
                "name": "phone",
                "subtype": "home",
                "value": "6767678982"
            }
        ]
    },
    {
        "cursor": "CjsSNWoRc35hZ2lsZS1jcm0tY2xvdWRyFAsSB0NvbnRhY3QYgICA8MTNhAkMogEJZ2hhbnNoeWFtGAAgAA",
        "id": 5086805955182592,
        "type": "PERSON",
        "created_time": 1448516471,
        "star_value": 4,
        "lead_score": 92,
        "tags": [
            "Lead",
            "Likely Buyer"
        ],
        "tagsWithTime": [
            {
                "tag": "Lead",
                "createdTime": 1448516471573,
                "availableCount": 0,
                "entity_type": "tag"
            },
            {
                "tag": "Likely Buyer",
                "createdTime": 1448516471573,
                "availableCount": 0,
                "entity_type": "tag"
            }
        ],
        "properties": [
            {
                "type": "SYSTEM",
                "name": "first_name",
                "value": "Los "
            },
            {
                "type": "SYSTEM",
                "name": "last_name",
                "value": "Bruikheilmer"
            },
            {
                "type": "SYSTEM",
                "name": "company",
                "value": "steady.inc"
            },
            {
                "type": "SYSTEM",
                "name": "title",
                "value": "VP Sales"
            },
            {
                "type": "SYSTEM",
                "name": "email",
                "subtype": "work",
                "value": "[email protected]"
            },
            {
                "type": "SYSTEM",
                "name": "address",
                "value": "{\"address\":\"MIG-106\",\"city\":\"Hyderabad\",\"state\":\"Telangana\",\"zip\":\"500032\",\"country\":\"India\"}"
            },
            {
                "type": "CUSTOM",
                "name": "My Custom Field",
                "value": "Custom value"
            }
        ]
    }
]

Other available responses:

  • Status 200: Gives the above JSON object in above format.
  • Status 204: There are no contacts in your account.
  • Status 401: Unauthorised (when the user name and password fields are wrong.)

1.2 Get contact by ID

dev/api/contacts/{id}

Method: GET

  • Returns contact object which is associated with given id

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/{id} \
-H "Accept :application/json" \
-v -u [email protected]:123456

Example response

  • Returns created contact object with all parameters in it as mentioned in the above example.

Other available responses:

  • Status 200: Gives the above JSON object in above format.
  • Status 204: No contact with the specified ID in your account.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

1.3 Creating a contact

dev/api/contacts

Method: POST

Accepts contact JSON as post data along with the credentials of domain User (User name and API Key).

  • Each field is case sensitive.
  • Please don't pass null value.
  • If you don't know value of field then either don't pass that field or pass empty data to a field.

Acceptable request Representation:

{
    "star_value": "4",
    "lead_score": "92",
    "tags": [
        "Lead",
        "Likely Buyer"
    ],
    "properties": [
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Samson"
        },
        {
            "type": "SYSTEM",
            "name": "last_name",
            "value": "Nolan"
        },
        {
            "type": "SYSTEM",
            "name": "email",
            "subtype": "work",
            "value": "[email protected]"
        },
        {
            "type": "SYSTEM",
            "name": "address",
            "value": "{\"address\":\"225 George Street\",\"city\":\"NSW\",\"state\":\"Sydney\",\"zip\":\"2000\",\"country\":\"Australia\"}"
        },
        {
            "name": "phone",
            "value": "8888888889",
            "subtype": "work"
        },
        {
            "name": "phone",
            "value": "8888888889",
            "subtype": "home"
        },
        {
            "name": "website",
            "value": "www.youtube.com",
            "subtype": "YOUTUBE"
        },
        {
            "name": "website",
            "value": "www.linkedin.com",
            "subtype": "LINKEDIN"
        },
        {
            "name": "website",
            "value": "www.mywebsite.com",
            "subtype": "URL"
        },
        {
            "name": "My custom field of type text",
            "type": "CUSTOM",
            "value": "My name is ghanshyam"
        },
        {
            "name": "My custom field of type date",
            "type": "CUSTOM",
            "value": 1479580200
        },
        {
            "name": "My custom field of type checkbox",
            "type": "CUSTOM",
            "value": "on"
        },
        {
            "name": "My custom field of type list",
            "type": "CUSTOM",
            "value": "lemon"
        },
        {
            "name": "My custom field of type companies",
            "type": "CUSTOM",
            "value": "[\"5767466600890368\",\"5114076984246272\",\"5746725247516672\"]"
        }
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "star_value": "4",
    "lead_score": "92",
    "tags": [
        "Lead",
        "Likely Buyer"
    ],
    "properties": [
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Samson"
        },
        {
            "type": "SYSTEM",
            "name": "last_name",
            "value": "Nolan"
        },
        {
            "type": "SYSTEM",
            "name": "email",
            "subtype": "work",
            "value": "[email protected]"
        },
        {
            "type": "SYSTEM",
            "name": "address",
            "value": "{\"address\":\"225 George Street\",\"city\":\"NSW\",\"state\":\"Sydney\",\"zip\":\"2000\",\"country\":\"Australia\"}"
        }
    ]
}' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 200: Contact added successfully. Returns the newly added contact object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.
  • Status 406: If the limit of the contacts is exceeded.

1.4 Update properties of a contact by ID (partial update)

dev/api/contacts/edit-properties

Method: PUT

We can update required property fields of the contact using this call. It is used to add the new property or update the existing property. It accepts property object of contact with valid parameter in it. We need to send the Contact-Id of the contact to identify it. This will not affect other fields.

Using this API you can not delete properties.If subtype is same for phone,website or email then value can be overridden. Lead score, star value and tags can not be updated using this API. follow the below API for editing lead score,star value and tags.

Acceptable request representation:

{
    "id": "5676477903273984",
    "properties": [
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Samson"
        },
        {
            "type": "SYSTEM",
            "name": "last_name",
            "value": "Nolan"
        },
        {
            "type": "SYSTEM",
            "name": "email",
            "subtype": "work",
            "value": "[email protected]"
        },
        {
            "type": "SYSTEM",
            "name": "address",
            "value": "{\"address\":\"225 George Street\",\"city\":\"NSW\",\"state\":\"Sydney\",\"zip\":\"2000\",\"country\":\"Australia\"}"
        }
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/edit-properties \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": "5725836472745984",
    "properties": [
        {
            "type": "SYSTEM",
            "name": "first_name",
            "value": "Santar"
        }
    ]
}' \
-v -u [email protected]:123456 -X PUT

Response:

  • Status 200: Contact updated successfully. Returns the updated contact object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.5 Update lead score by ID

dev/api/contacts/edit/lead-score

Method: PUT

We can update lead score of a contact using this call. It accepts lead score and contact id of contact with valid parameter. We need to send the Contact-Id of the contact to identify it. This will not affect other fields.

Acceptable request representation:

{
    "id": "5676477903273984",
    "lead_score": 20
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/edit/lead-score \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": "5725836472745984",
    "lead_score": 150
}' \
-v -u [email protected]:123456 -X PUT

Response:

  • Status 200: Lead score updated successfully. Returns the updated contact object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.6 Update star value by ID

###dev/api/contacts/edit/add-star Method: PUT

We can update star value of a contact using this call. It accepts star value and contact id of contact with valid parameter. We need to send the Contact-Id of the contact to identify it. This will not affect other fields.

Acceptable request representation:

{
    "id": "5676477903273984",
    "star_value": 20
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/edit/add-star \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": "5725836472745984",
    "star_value": 2
}' \
-v -u [email protected]:123456 -X PUT

Response:

  • Status 200: Star value updated successfully. Returns the updated contact object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.7 Update tags value by ID

dev/api/contacts/edit/tags

Method: PUT

We can add tag values of a contact using this call. It accepts tag values and contact id of contact with valid json format. We need to send the Contact-Id of the contact to identify it. This will not affect other fields.

Acceptable request representation:

{
    "id": "4584963487825920",
    "tags": [
        "test1",
        "test2"
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/edit/tags \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": "5725836472745984",
    "tags": [
        "test1",
        "test2"
    ]
}' \
-v -u [email protected]:123456 -X PUT

Response:

  • Status 200: tags value added/updated successfully. Returns the updated contact object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.8 Delete tags value by ID

dev/api/contacts/delete/tags

Method: PUT

We can delete tag values of a contact or company using this call. It accepts tag values and contact id of contact with valid json format. We need to send the Contact-Id of the contact to identify it.This call searches for the contact based on the given contact id and searches for the given tag in the contact's tag list. If there is a match, then it deletes that tag. You can delete multiple tags.

Acceptable request representation:

{
    "id": "4584963487825920",
    "tags": [
        "test1",
        "test2"
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/delete/tags \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": "5725836472745984",
    "tags": [
        "test1",
        "test2"
    ]
}' \
-v -u [email protected]:123456 -X PUT

Response:

  • Status 200: tags value deleted successfully. Returns the tag list in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.9 Delete single contact

dev/api/contacts/{id}

Method: DELETE

  • Deletes contact based on the id of the contact, which is sent in request url path.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/{id}  \
-v -u {email}:{apikey} -X DELETE

Response:

  • Status 204: Contact deleted successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

1.10.1 Search contact by email

dev/api/contacts/search/email/{email}

Method: GET

  • Returns contact object which is associated with given email

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/search/email/{email} \
-H "Accept :application/json" \
-v -u {email}:{apikey} -X GET

Example response

  • Returns created contact object with all parameters in it as mentioned in the above example.

Other available responses:

  • Status 200: Gives the above JSON object in above format.
  • Status 204: No contact with the specified phone number in your account.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

1.10.2 Search contact by email

dev/api/contacts/search/email

Method: POST

  • Searches for the contact with given email address. Email address should be sent as a form parameter (Content-Type: application/x-www-form-urlencoded ). We can search for multiple contacts using their Email-Ids.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/search/email -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'email_ids=["[email protected]"]' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 200: Gives the Contact as JSON object in the above format. If email doesn’t match, it will return an empty object.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the email is in wrong format.

1.11 Search contacts/companies

dev/api/search

Method: GET

Parameters allowed are as below. All parameters are mandatory.

  • ‘q' - Search keyword (all contact/company default fields and searchable custom fields will be searched)

  • ‘page_size’ - Number of results to fetch

  • 'type' - Should be 'PERSON' for searching Contacts and 'COMPANY' for Companies

Using curl

curl https://{domain}.agilecrm.com/dev/api/search?q=ab&page_size=10&type="COMPANY" -H "Accept: application/json" -v -u {email}:{apikey}

Response:

  • Status 200: Gives the list of Companies/Contacts.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

1.12 Adding tags to a contact based on email:

dev/api/contacts/email/tags/add

Method: POST

  • Searches for the contact based on the given email address and adds the given tags to the contact. You can add multiple tags. Tags should be sent as an array. Email address (email) and tags (tags) array should be sent as a form parameter (Content-Type: application/x-www-form-urlencoded ).Tag name should start with an alphabet and can not contain special characters other than underscore and space.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/email/tags/add -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d '[email protected]&tags=["testingtesto"]' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 204: Tags added successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.13 Delete tags to a contact based on email:

dev/api/contacts/email/tags/delete

Method: POST

  • Searches for the contact based on the given email address and searches for the given tag in the contact's tag list. If there is a match, then it deletes that tag. You can delete multiple tags. Tags should be sent as an array. Email address (email) and tags (tags) array should be sent as a form parameter(Content-Type: application/x-www-form-urlencoded )

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/email/tags/delete -H "Accept: application/json"
-H "Content-Type :application/x-www-form-urlencoded" \
-d '[email protected]&tags=["testingtesto"]' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 204: Tags deleted successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.14 Add score to a contact using email ID:

dev/api/contacts/add-score

Method: POST

  • It is used to change the score of the contact using the email address. If you want to decrease the existing score, then use negative values for the score parameter.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/add-score -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d '[email protected]&score=100' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 200: Score changed successfully and it returns the Contact object.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

1.15 Get tasks related to contact:

dev/api/contacts/{contact_id}/tasks/sort

Method: GET

  • Retrieves the tasks related to contact, sorted by the date (latest first.).

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/{contact_id}/tasks/sort -H "Accept: application/json" -v -u {email}:{apikey}

Response:

  • Status 200: Returns the tasks list related to the contact.
[
    {
        "id": 5152971570544640,
        "type": "EMAIL",
        "priority_type": "NORMAL",
        "due": 1409596200,
        "created_time": 1409567774,
        "is_complete": false,
        "contacts": [
            {
                "id": 5716606839685120,
                "type": "PERSON",
                "created_time": 1403057154,
                "updated_time": 1403057154,
                "viewed_time": 0,
                "viewed": {
                    "viewed_time": 1409567737463,
                    "viewer_id": 5345980119515136
                },
                "star_value": 0,
                "lead_score": 0,
                "tags": [],
                "tagsWithTime": [],
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "Basecamp (2Desk)"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "last_name",
                        "value": "Basecamp (2Desk)"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "email",
                        "value": "[email protected]"
                    }
                ],
                "campaign- Status": [],
                "entity_type": "contact_entity",
                "unsubscribe- Status": [],
                "emailBounce- Status": [],
                "owner": {
                    "id": 5345980119515136,
                    "domain": "prabathk",
                    "email": "[email protected]",
                    "is_admin": true,
                    "is_account_owner": true,
                    "is_disabled": false,
                    "name": "prabath kolipaka"
                }
            }
        ],
        "subject": "Contact created in agile crm",
        "entity_type": "task",
        "notes": [],
        "progress": 0,
        "- Status": "YET_TO_START",
        "ownerPic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
            "is_admin": true,
            "is_account_owner": true,
            "is_disabled": false,
            "name": "prabath kolipaka"
        }
    }
]
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

1.16 Updating contact properties by Email

dev/api/contacts/add/property

Method: POST

We can update a single field of the contact using this call. It is used to add the new property or update the existing property. It accepts property object of contact with valid parameter in it. We need to send the Email-Id of the contact to identify it. This will not effect other fields.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/add/property?[email protected] \
-H "Content-Type: application/json" \
-d '{
    "type": "SYSTEM",
    "name": "first_name",
    "value": "hans"
}' \
-v -u [email protected]:123456 -X POST

Acceptable request representation:

	{
	   "type": "SYSTEM",
	   "name": "first_name",
	   "value": "Los "
   }

If there is no ID, it will considered as a new contact.

Response:

  • Status 200: Contact updated successfully. Returns the updated contact object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.17 Change contact owner

dev/api/contacts/change-owner

Method: POST

We can update the owner of the contact using this call. It will take two parameters. One is the email address of the user (owner_email) and the second one is the ID of the contact(contact_id). Both fields are mandatory.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/change-owner \
-H "Content-Type: application/x-www-form-urlencoded" \
-d '[email protected]&contact_id=5646748928180224' \
-v -u [email protected]:4uet78u6atfn38m9dounnq9g4u -X POST 

Response:

  • Status 200: Owner changed successfully. Returns the updated contact object in the response. If the user does not exists with the given email, it returns a message saying user does not exist with that email.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

1.18 Add contact to a campaign

dev/api/campaigns/enroll/email

Method: POST

  • This is used when a contact added to campaign (with an email address)

Using curl

curl https://{domain}.agilecrm.com/dev/api/campaigns/enroll/email \
-H "Accept: application/json" \ 
-H "Content-Type :application/x-www-form-urlencoded" \ 
-d '[email protected]&workflow-id = 5727517264576512' \
-v -u {email}:{apikey} -X POST

Response:

  • Status 200: Campaign added successfully to the Contact.
  • Status 401: Unauthorized (When the User Name and Password fields are wrong.)
  • Status 400: If the input is in the wrong format

1.19 Remove contact from a campaign

dev/api/workflows/remove-active-subscriber/{workflow-id}/{contact_id}

Method: DELETE

  • This is used when a contact needs to be taken off a campaign with the contact's contact_id. In other words, to unsubscribe a contact from a campaign.

Using curl

curl https://{domain}.agilecrm.com/dev/api/workflows/remove-active-subscriber/{workflow-id}/{contact_id} \
-H "Accept : application/json" \
-v -u {email} : {API Key} -X DELETE

Response:

  • Status 204: Campaign removed successfully from the Contact.
  • Status 401: Unauthorized (When the User Name and Password fields are wrong.)
  • Status 400: If the input is in the wrong format

1.20 Get contact by phone number

dev/api/contacts/search/phonenumber/{phone-number}

Method: GET

  • Returns contact object which is associated with given phone number

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/search/phonenumber/{phone-number} \
-H "Accept :application/json" \
-v -u {email}:{apikey}

Other available responses:

  • Status 200: Returns contact json data.
  • Status 204: No contact with the specified phone number in your account.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

1.21 Get contacts by dynamic filter

dev/api/filters/filter/dynamic-filter

Method: POST

  • Returns contacts or companies object which is associated with given filter

Using curl

curl https://{your_domain}.agilecrm.com/dev/api/filters/filter/dynamic-filter -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=25&global_sort_key=-created_time&filterJson={"rules":[{"LHS":"tags","CONDITION":"EQUALS","RHS":"linkedin prospect"}],"contact_type":"PERSON"}' \
-v -u [email protected]:123fghfhf******* -X POST

Other available responses:

  • Status 200: Returns contact json data.
  • Status 204: No contact with the specified phone number in your account.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

dev/api/filters/filter/dynamic-filter

Method: POST

  • Returns contacts or companies object which is associated with given filter

Using curl

curl https://{your_domain}.agilecrm.com/dev/api/filters/filter/dynamic-filter -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=25&global_sort_key=-created_time&filterJson={"rules":[{"LHS":"EmployeeDataCustom","CONDITION":"EQUALS","RHS":"prospect001"}],"contact_type":"PERSON"}' \
-v -u [email protected]:123fghfhf******* -X POST

Other available responses:

  • Status 200: Returns contact json data.
  • Status 204: No contact with the specified phone number in your account.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

2.1 Creating a company

dev/api/contacts

Method: POST

  • Accepts company JSON as post data along with the credentials of domain User (User name and API Key).

  • Each field is case sensitive.

  • Please don't pass null value.

  • If you don't know value of field then either don't pass that field or pass empty data to a field.

Acceptable request representation:

{
    "type": "COMPANY",
    "star_value": 4,
    "lead_score": 120,
    "tags": [
        "Permanent",
        "USA",
        "Hongkong",
        "Japan"
    ],
    "properties": [
        {
            "name": "Company Type",
            "type": "CUSTOM",
            "value": "MNC Inc"
        },
        {
            "type": "SYSTEM",
            "name": "name",
            "value": "Spicejet"
        },
        {
            "type": "SYSTEM",
            "name": "url",
            "value": "http://www.spicejet.com/"
        },
        {
            "name": "email",
            "value": "[email protected]",
            "subtype": ""
        },
        {
            "name": "phone",
            "value": "45500000",
            "subtype": ""
        },
        {
            "name": "website",
            "value": "http://www.linkedin.com/company/agile-crm",
            "subtype": "LINKEDIN"
        },
        {
            "name": "address",
            "value": "{\"address\":\"MS 35, 440 N Wolfe Road\",\"city\":\"Sunnyvale\",\"state\":\"CA\",\"zip\":\"94085\",\"country\":\"US\"}",
            "subtype": "office"
        }
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "type": "COMPANY",
    "star_value": 4,
    "lead_score": 120,
    "tags": [
        "Permanent",
        "USA",
        "Hongkong",
        "Japan"
    ],
    "properties": [
        {
            "name": "Company Type",
            "type": "CUSTOM",
            "value": "MNC Inc"
        },
        {
            "type": "SYSTEM",
            "name": "name",
            "value": "Spicejet"
        },
        {
            "type": "SYSTEM",
            "name": "url",
            "value": "http://www.spicejet.com/"
        },
        {
            "name": "phone",
            "value": "45500000",
            "subtype": ""
        },
        {
            "name": "website",
            "value": "http://www.linkedin.com/company/agile-crm",
            "subtype": "LINKEDIN"
        },
        {
            "name": "address",
            "value": "{\"address\":\"MS 35, 440 N Wolfe Road\",\"city\":\"Sunnyvale\",\"state\":\"CA\",\"zip\":\"94085\",\"country\":\"US\"}",
            "subtype": "office"
        }
    ]
}' \
-v -u [email protected]:123456 -X POST

Example response

  • Returns created company object with all parameters in it as mentioned in the above example.

Other available Responses:

  • Status Status 200: Company added successfully. Returns the newly added company object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.
  • Status 406: If the limit of the contacts is exceeded.

2.2 Updating a company

dev/api/contacts/edit-properties

Method: PUT

  • We can update required property fields of the company using this call. It is used to add the new property or update the existing property. It accepts property object of company with valid parameter in it. We need to send the Company-Id of the company to identify it. This will not affect other fields.

Acceptable request Representation:

{
    "id":5651082298523648,
    "properties": [
        {
            "type": "SYSTEM",
            "name": "name",
            "value": "Spicejet"
        },
        {
            "type": "SYSTEM",
            "name": "url",
            "value": "http://www.spicejet.com/"
        },
        {
            "name": "email",
            "value": "[email protected]",
            "subtype": ""
        },
        {
            "name": "phone",
            "value": "45500000",
            "subtype": ""
        },
        {
            "name": "website",
            "value": "http://www.linkedin.com/company/agile-crm",
            "subtype": "LINKEDIN"
        },
        {
            "name": "address",
            "value": "{\"address\":\"MS 35, 440 N Wolfe Road\",\"city\":\"Sunnyvale\",\"state\":\"CA\",\"zip\":\"94085\",\"country\":\"US\"}",
            "subtype": "office"
        }
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/edit-properties \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": 5694691248963584,
    "properties": [
        {
            "type": "SYSTEM",
            "name": "name",
            "value": "SPICE JET"
        },
        {
            "type": "SYSTEM",
            "name": "url",
            "value": "http://www.spicejet.com/"
        },
        {
            "name": "phone",
            "value": "45500000",
            "subtype": ""
        }
    ]
}' \
-v -u [email protected]:123456 -X PUT

Example response

  • Returns updated company object with all parameters in it as mentioned in the above example.

Other available responses:

  • Status Status 200: Company updated successfully. Returns the updated contact object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

2.3 Get list of companies

dev/api/contacts/companies/list

Method: POST

  • Fetches list of companies. Page_size,global_sort_key and cursor should be sent as a form parameter (Content-Type: application/x-www-form-urlencoded ).Paging can be applied using the page_size and cursor form parameters. Cursor for the next page will be in the last company of the list. If there is no cursor, it means that it is the end of list.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/companies/list \
-H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=25&global_sort_key=-created_time&cursor=ClMKFgoMY3JlYXRlZF90aW1lEgYI-rbWrgUSNWoRc35hZ2lsZS1jcm0tY2xvdWRyFAsSB0NvbnRhY3QYgICAkNv0nQoMogEJZ2hhbnNoeWFtGAAgAQ' \
-v -u [email protected]:123456 -X POST

Example response :

[
    {
        "id": 5638758711951360,
        "type": "COMPANY",
        "created_time": 1439390694,
        "updated_time": 0,
        "last_contacted": 0,
        "last_emailed": 0,
        "last_campaign_emaild": 0,
        "last_called": 0,
        "viewed_time": 0,
        "viewed": {
            "viewed_time": 0
        },
        "star_value": 0,
        "lead_score": 0,
        "tags": [],
        "tagsWithTime": [],
        "properties": [
            {
                "type": "SYSTEM",
                "name": "name",
                "value": "infosys"
            },
            {
                "type": "SYSTEM",
                "name": "name_lower",
                "value": "infosys"
            }
        ]
    },
    {
        "id": 5689143912824832,
        "type": "COMPANY",
        "created_time": 1438784350,
        "updated_time": 0,
        "last_contacted": 0,
        "last_emailed": 0,
        "last_campaign_emaild": 0,
        "last_called": 0,
        "viewed_time": 0,
        "viewed": {
            "viewed_time": 0
        },
        "star_value": 0,
        "lead_score": 0,
        "tags": [],
        "tagsWithTime": [],
        "properties": [
            {
                "type": "SYSTEM",
                "name": "name",
                "value": "lead"
            },
            {
                "type": "SYSTEM",
                "name": "name_lower",
                "value": "lead"
            }
        ]
    }
]

Response - statuses:

  • Status 200: Successfully retrieved the companies list.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

2.4 Get company by ID

dev/api/contacts/{id}

Method: GET

  • Returns company object which is associated with given company id

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/{id} -H "Accept :application/json" 
-v -u {email}:{apikey}

Example response

{
    "id": 5638758711951360,
    "type": "COMPANY",
    "created_time": 1439390694,
    "updated_time": 0,
    "last_contacted": 0,
    "last_emailed": 0,
    "last_campaign_emaild": 0,
    "last_called": 0,
    "viewed_time": 0,
    "viewed": {
        "viewed_time": 0
    },
    "star_value": 0,
    "lead_score": 0,
    "tags": [],
    "tagsWithTime": [],
    "properties": [
        {
            "type": "SYSTEM",
            "name": "name",
            "value": "infosys"
        },
        {
            "type": "SYSTEM",
            "name": "name_lower",
            "value": "infosys"
        }
    ]
}

Other available responses:

  • Status 200: Gives the above JSON object in above format.
  • Status 204: No contact with the specified ID in your account.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

2.5 Delete single company

dev/api/contacts/{id}

Method: DELETE

  • Deletes company based on the id of the company, which is sent in request url path.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/{id}  \
-v -u {email}:{apikey} -X DELETE

Response:

  • Status 204: Company deleted successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  1. Deals API

Field Name Description Value Type Read Only Mandatory Accepted Values
id Unique id is assigned to every deal, when it is created Long no Yes, if request is to update an existing deal N/A
name Name of the deal string no Yes N/A
description Brief description about deal. string no No N/A
expected_value Estimated value of a deal. double no Yes Max up to 1000000000000
pipeline_id Track id of the deal. long no Yes There should be a track with this Id.
milestone Milestone of deal (won, progress, lost..). These depend up on the track selected. Milestones may differ based on the tracks. String no Yes MIlestone in the above mentioned track.
probability integer no should be ranging between 0-100 0 to 100
close_date close date of deal long no Yes Epoch time
created_time Created time of the deal. Returns time in seconds long yes No, generated automatically on deal creation Epoch time
owner_id owner_id represents id of domain user string No, write access is provided to set owner of deal Yes The id of the user.
prefs JSON string N/A
contacts Relates list of contacts to deal List of contact. Yes No
contact_ids Relates list of contacts to deal. They Should be sent in the request while creating and updating contacts. List of contact id.ex: ["122", 145,201]. Write access to relate contacts, while returning contact jsons respective to ids set No IDs of contacts.

Deal JSON Example

{
    "name": "Carz008",
    "owner_id": "6263975862861824",
    "expected_value": "85000",
    "probability": "89",
    "pipeline_milestone": "5730082031140864_Prospect",
    "close_date": 1472581800,
    "pipeline_id": "5730082031140864",
    "milestone": "Prospect",
    "deal_source_id": "5762909909024768",
    "color1": "#0000ff",
    "lost_reason_id": "",
    "relates_to": "",
    "description": "This is deal description",
    "archived": false,
    "contact_ids": [
        "5698320831873024"
    ],
    "custom_data": [
        {
            "name": "Deal greetings",
            "value": "Welcome to Deal greeting custom field"
        },
        {
            "name": "Deal From",
            "value": "This Deal from Zapan"
        }
    ],
    "colorName": "BLUE",
    "tagsWithTime": [
        {
            "tag": "intersted"
        },
        {
            "tag": "developer"
        }
    ]
}

3.1 Listing deals

dev/api/opportunity

Method: GET

  • Returns list of all "Deals" in the domain in JSON format, which are ordered by created time. Paging can be applied using the page_size and cursor query parameters. Count of the deals will be in the first deal and the cursor for the next page will be in the last deal of the list. If there is no cursor, it means that it is the end of the list.

Using curl

curl https:{domain}.agilecrm.com/dev/api/opportunity?page_size=10&cursor=E-ABAIICNGoRc35hZ2lsZS1jcm0tY2xvdWRyFAsSB0NvbnRhY3QYgICAgKLThAoMogEIcHJhYmF0aGuIAgAU -H  "Accept:application/json" -v -u {email}:{API Key}

Example response:

	[
    {
        "id": 981,
        "name": "premium subscriptions",
        "contacts": [
            {
                "id": 2363,
                "type": "PERSON",
                "created_time": 1359033520,
                "updated_time": 1359033533,
                "star_value": 0,
                "lead_score": 0,
                "tags": [],
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "John"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "last_name",
                        "value": "Olsen"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "email",
                        "value": "[email protected]"
                    }
                ],
                "domainUser": {
                    "id": 516,
                    "email": "[email protected]",
                    "is_admin": true,
                    "is_account_owner": false,
                    "is_disabled": false,
                    "name": "ram"
                }
            }
        ],
        "description": "Deal premium plan subscription",
        "expected_value": 300,
		  "pipeline_id" :	"43535822",
        "milestone": "Open",
        "probability": 46,
        "close_date": 1371753000,
        "created_time": 1360503631,
        "entity_type": "deal",
        "owner": {
            "id": 516,
            "email": "[email protected]",
            "is_admin": true,
            "is_account_owner": false,
            "is_disabled": false,
            "name": "Test"
        },
        "prefs": {
            "id": 984,
            "pic": "",
            "template": "blue",
            "width": "",
            "currency": "USD",
            "signature": "- Powered by AgileCRM",
            "task_reminder": true,
            "currentDomainUserName": "?"
        },
        "pic": ""
    },
    {
        "id": 981,
        "name": "premium subscriptions",
        "contacts": []
    }
]

Other Response - Statuses:

  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.2 Get deal by its ID

dev/api/opportunity/{id}

Method: GET - Gets the deal with the given ID.

Using curl :

curl https:{domain}.agilecrm.com/dev/api/opportunity/981 -H  "Accept : application/json" -v -u {email}:{API Key}

Example response :

{
    "id": 981,
    "name": "500 premium subscriptions",
    "contacts": [
        {
            "id": 2363,
            "type": "PERSON",
            "created_time": 1359033520,
            "updated_time": 1359033533,
            "star_value": 0,
            "lead_score": 0,
            "tags": [
                
            ],
            "properties": [
                {
                    "type": "SYSTEM",
                    "name": "first_name",
                    "value": "John"
                },
                {
                    "type": "SYSTEM",
                    "name": "last_name",
                    "value": "Olsen"
                },
                {
                    "type": "SYSTEM",
                    "name": "email",
                    "value": "[email protected]"
                },
            ],
            "domainUser": {
                "id": 516,
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": false,
                "is_disabled": false,
                "name": "ram",
                "password": "PASSWORD",
                "info_json_string": "{\"logged_in_time\":1360503513,\"created_time\":1353507148}"
            }
        }
    ],
    "description": "Deal premium plan subscription",
    "expected_value": 300,
          "pipeline_id" :"43535822",
    "milestone": "Open",
    "probability": 46,
    "close_date": 1371753000,
    "created_time": 1360503631,
    "entity_type": "deal",
    "owner": {
        "id": 516,
        "email": "[email protected]",
        "is_admin": true,
        "is_account_owner": false,
        "is_disabled": false,
        "name": "ram",
        "password": "PASSWORD",
        "info_json_string": "{\"logged_in_time\":1360503513,\"created_time\":1353507148}"
    },
    "prefs": {
        "id": 984,
        "pic": "",
        "template": "blue",
        "width": "",
        "currency": "USD",
        "signature": "- Powered by AgileCRM",
        "task_reminder": true,
        "currentDomainUserName": "?"
    },
    "pic": ""
}

Other Response - statuses:

  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.3 Create deal

dev/api/opportunity

Method: POST

  • Accepts deal JSON as data in Post request to the url specified above, which creates new deal and returns the deal JSON with id field generated when new deal is created. If Post data includes valid deal id, respective deal is updated with the data sent in request. Milestone name should be same as the the one in the website and it is case sensitive. (If the milestone name is given in the wrong case, it will not be shown in the milestone view.)

  • Each field is case sensitive.

  • Please don't pass null value.

  • If you don't know value of field then either don't pass that field or pass empty data to a field.

  • Note : expected_value is mandatory field.

Acceptable request representation:

{
    "name": "Deal-Tomato",
    "expected_value": "500",
    "probability": "75",
    "close_date": 1455042600,
    "milestone": "Proposal",
    "contact_ids": [
        "5758948741218304"
    ],
    "custom_data": [
        {
            "name": "Group Size",
            "value": "10"
        }
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/opportunity \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "name": "Deal-Tomato",
    "expected_value": "500",
    "probability": "75",
    "close_date": 1455042600,
    "milestone": "Proposal",
    "contact_ids": [
        "5694691248963584"
    ],
    "custom_data": [
        {
            "name": "Group Size",
            "value": "10"
        }
    ]
}' \
-v -u [email protected]:123456 -X POST

Response - Statuses:

  • Status 200: Deal added successfully and it returns the newly created deal as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

3.4 Update deal (Partial update)

dev/api/opportunity/partial-update

Method: PUT

We can update deal using this call. It accepts Deal JSON. Id parameter of the deal should be specified. It indicates the deal to be updated with the new data sent. Milestone name should be same as the the one in the website and it is case sensitive. (If the milestone name is given in wrong case, it will not be shown in the milestone view.). This will not affect other fields.

Acceptable request representation:

{
    "id": "5631693742407680",
    "expected_value": "1000",
    "probability": "20",
    "contact_ids": [
        "5629703511605248",
        "5744178885558278"
    ],
    "custom_data": [
        {
            "name": "dealTester",
            "value": "hello hello2"
        }
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/opportunity/partial-update \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id":5717827835133952,
    "name": "Deal-Tomato",
    "expected_value": "600",
    "probability": "100",
    "milestone": "Proposal",
    "contact_ids": [
        "5694691248963584"
    ]
}' \
-v -u [email protected]:123456 -X PUT

Response:

  • Status 200: Deal updated successfully. Returns the updated deal object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

3.5 Create deal to a contact using email ID

dev/api/opportunity/email/{email}

Method: POST

  • Accepts deal JSON as data in Post request to the url specified above, which creates new deal and returns the deal JSON with id field generated when new deal is created. If Post data includes valid deal id, respective deal is updated with the data sent in request. Milestone name should be same as the the one in the website and it is case sensitive. (If the milestone name is given in the wrong case, it will not be shown in the milestone view.)

Using curl

curl https://{domain}.agilecrm.com/dev/api/opportunity/email/[email protected] \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "name": "Deal-Tomato",
    "expected_value": "500",
    "probability": "75",
    "close_date": 1455042600,
    "milestone": "Proposal",
    "custom_data": [
        {
            "name": "Group Size",
            "value": "10"
        }
    ]
}' \
-v -u [email protected]:123456 -X POST

Creates a deal for the contact with the given email address. If there is no contact, it will not create any deal.

Response - statuses:

  • Status 200: Deal added successfully and it returns the new created deal as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

3.6 Delete deal

dev/api/opportunity/{id}

Method: DELETE

  • Deletes the deal based on the id specified in the url.

Using curl

curl https://{domain}.agilecrm.com/dev/api/opportunity/{id} -H "Content-Type: application/json" -v -u [email protected]:4uet78u6atfn38m9dounnq9g4u -X DELETE

Response - statuses:

  • Status 204: Deal deleted successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.7 Bulk delete

dev/api/opportunity/bulk

Method: POST

  • Accepts list of deal ids in Post request and deletes all deals based on list of ids sent.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/opportunity/bulk \
-H "Content-Type: application/x-www-form-urlencoded" \
-d '{
    "ids": [
        "123",
        "234",
        "235"
    ]
}' \
-v -u {email}:{API Key} -X POST

Response - statuses:

  • Status 200: Deal deleted successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.8 Get deals from default track grouped by milestones:

dev/api/opportunity/byMilestone

Method: GET

  • Fetches list of deals from the default track grouped by milestones. Number of milestones depends upon the milestones added by user to default track.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/opportunity/byMilestone -H "Accept : application/json"  -v -u {email} : {API Key}

Example response :

{
    "Lost": [
        {
            "cursor": "",
            "count": "",
            "id": 5086100271923200,
            "name": "  Nike Endorsement",
            "contact_ids": [
                
            ],
            "custom_data": [
                {
                    "name": "Ddate",
                    "value": "07/11/2014"
                }
            ],
            "description": "Advertisements and apparel for Nike",
            "expected_value": 2000000.0,
		"pipeline_id" :"43535822",
            "milestone": "Lost",
            "probability": 98,
            "close_date": 1468800,
            "owner_id": "",
            "created_time": 1405085631,
            "track": "",
            "entity_type": "deal",
            "notes": [
                
            ],
            "note_description": "",
            "owner": {
                "cursor": "",
                "count": "",
                "id": 5345980119515136,
                "domain": "prabathk",
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": true,
                "is_disabled": false,
                "email_template": "",
                "name": "prabath kolipaka"
            },
            "contacts": [
                
            ],
            "pic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container"
        }
    ],
    Open: [
        {
            "cursor": "",
            "count": "",
            "id": 5115435166990336,
            "name": " test deal",
            "contact_ids": [
                
            ],
            "custom_data": [
                {
                    "name": "Ddate",
                    "value": "07/23/2014"
                }
            ],
            "description": "testing",
            "expected_value": 1235.0,
		"pipeline_id" :"43535822",
            "milestone": "Lost",
            "probability": 123,
            "close_date": 1405555200,
            "owner_id": "",
            "created_time": 1405518785,
            "track": "",
            "entity_type": "deal",
            "notes": [
                
            ],
            "note_description": "",
            "owner": {
                "cursor": "",
                "count": "",
                "id": 5345980119515136,
                "domain": "prabathk",
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": true,
                "is_disabled": false,
                "email_template": "",
                "name": "prabath kolipaka"
            },
            "contacts": [
                
            ],
            "pic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container"
        }
    ],
    Won: [
        {
            "cursor": "",
            "count": "",
            "id": 5123586478047232,
            "name": "  deal test",
            "contact_ids": [
                
            ],
            "custom_data": [
                {
                    "name": "Ddate",
                    "value": "07/21/2014"
                }
            ],
            "description": "",
            "expected_value": 1.0E10,
		"pipeline_id" :"43535822",
            "milestone": "Lost",
            "probability": 10,
            "close_date": 1405036800,
            "owner_id": "",
            "created_time": 1405575543,
            "track": "",
            "entity_type": "deal",
            "notes": [
                
            ],
            "note_description": "",
            "owner": {
                "cursor": "",
                "count": "",
                "id": 5345980119515136,
                "domain": "prabathk",
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": true,
                "is_disabled": false,
                "email_template": "",
                "name": "prabath kolipaka"
            },
            "contacts": [
                
            ],
            "pic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container"
        }
    ],
    Stage1: [
        {
            "cursor": "",
            "count": "",
            "id": 5193799529660416,
            "name": " Nike Endorsement",
            "contact_ids": [
                
            ],
            "custom_data": [
                
            ],
            "description": "Advertisements and apparel for Nike",
            "expected_value": 2.0E11,
		"pipeline_id" :"43535822",
            "milestone": "Lost",
            "probability": 98,
            "close_date": 0,
            "owner_id": "",
            "created_time": 1402580362,
            "track": "",
            "entity_type": "deal",
            "notes": [
                
            ],
            "note_description": "",
            "owner": {
                "cursor": "",
                "count": "",
                "id": 5345980119515136,
                "domain": "prabathk",
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": true,
                "is_disabled": false,
                "email_template": "",
                "name": "prabath kolipaka"
            },
            "contacts": [
                
            ],
            "pic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container"
        }
    ]
}

In this above example, Lost, Open, Won, Stage 1 are different milestones. These may vary depending on the user choice.

Response - statuses:

  • Status 200: Successfully retrieved the deals list.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.9 Get deals for a particular track (grouped by milestone).

dev/api/opportunity/byPipeline/based

Method: GET

  • Fetches list of deals from the particular track grouped by milestones. Number of milestones depends upon the milestones added by user to that track. The track id has to be sent as a query parameter. If 0 is sent as the parameter, it will give the list of deals from the default track.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/opportunity/byPipeline/based?pipeline_id=4756437 -H "Accept : application/json"  -v -u {email} : {API Key}

Example response :

{
    "Lost": [
        {
            "cursor": "",
            "count": "",
            "id": 5086100271923200,
            "name": "  Nike Endorsement",
            "contact_ids": [
                
            ],
            "custom_data": [
                {
                    "name": "Ddate",
                    "value": "07/11/2014"
                }
            ],
            "description": "Advertisements and apparel for Nike",
            "expected_value": 2000000.0,
		"pipeline_id" :"4756437",
            "milestone": "Lost",
            "probability": 98,
            "close_date": 1468800,
            "owner_id": "",
            "created_time": 1405085631,
            "track": "",
            "entity_type": "deal",
            "notes": [
                
            ],
            "note_description": "",
            "owner": {
                "cursor": "",
                "count": "",
                "id": 5345980119515136,
                "domain": "prabathk",
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": true,
                "is_disabled": false,
                "email_template": "",
                "name": "prabath kolipaka"
            },
            "contacts": [
                
            ],
            "pic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container"
        }
    ],
    Open: [
        {
            "cursor": "",
            "count": "",
            "id": 5115435166990336,
            "name": " test deal",
            "contact_ids": [
                
            ],
            "custom_data": [
                {
                    "name": "Ddate",
                    "value": "07/23/2014"
                }
            ],
            "description": "testing",
            "expected_value": 1235.0,
		"pipeline_id" :"4756437",
            "milestone": "Lost",
            "probability": 123,
            "close_date": 1405555200,
            "owner_id": "",
            "created_time": 1405518785,
            "track": "",
            "entity_type": "deal",
            "notes": [
                
            ],
            "note_description": "",
            "owner": {
                "cursor": "",
                "count": "",
                "id": 5345980119515136,
                "domain": "prabathk",
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": true,
                "is_disabled": false,
                "email_template": "",
                "name": "prabath kolipaka"
            },
            "contacts": [
                
            ],
            "pic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container"
        }
    ]
}

In this above example, Lost, Open, Won, Stage 1 are different milestones. These may vary depending on the user choice.

Response - statuses:

  • Status 200: Successfully retrieved the deals list.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.10 Get deals from particular track:

dev/api/opportunity/based

Method: GET

  • Fetches list of deals from the particular track. Number of milestones depends upon the milestones added by user to that track. The track id has to be sent as a query parameter.

    • If 0 is sent as the parameter, it will give the list of deals from the default track.
    • If 1 is sent as the parameter, it will give the list of all deals from all tracks.

    Paging can be applied using the page_size and cursor query parameters. Count of the deal will be in the first deal and Cursor for the next page will be in the last deal of the list. If there is no cursor, it means that it is the end of list.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/opportunity/based?pipeline_id=4756437&page_size=10&cursor=E-ABAIICNGoRc35hZ2lsZS1jcm0tY2xvdWRyFAsSB0NvbnRhY3QYgICAgKLThAoMogEIcHJhYmF0aGuIAgAU -H "Accept : application/json"  -v -u {email} : {API Key}

Example response :

[
        {
            "cursor": "",
            "count": "",
            "id": 5086100271923200,
            "name": "  Nike Endorsement",
            "contact_ids": [
                
            ],
            "custom_data": [
                {
                    "name": "Ddate",
                    "value": "07/11/2014"
                }
            ],
            "description": "Advertisements and apparel for Nike",
            "expected_value": 2000000.0,
		"pipeline_id" :"4756437",
            "milestone": "Lost",
            "probability": 98,
            "close_date": 1468800,
            "owner_id": "",
            "created_time": 1405085631,
            "track": "",
            "entity_type": "deal",
            "notes": [
                
            ],
            "note_description": "",
            "owner": {
                "cursor": "",
                "count": "",
                "id": 5345980119515136,
                "domain": "prabathk",
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": true,
                "is_disabled": false,
                "email_template": "",
                "name": "prabath kolipaka"
            },
            "contacts": [
                
            ],
            "pic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container"
        },
        {
            "cursor": "",
            "count": "",
            "id": 5115435166990336,
            "name": " test deal",
            "contact_ids": [
                
            ],
            "custom_data": [
                {
                    "name": "Ddate",
                    "value": "07/23/2014"
                }
            ],
            "description": "testing",
            "expected_value": 1235.0,
		"pipeline_id" :"4756437",
            "milestone": "Lost",
            "probability": 123,
            "close_date": 1405555200,
            "owner_id": "",
            "created_time": 1405518785,
            "track": "",
            "entity_type": "deal",
            "notes": [
                
            ],
            "note_description": "",
            "owner": {
                "cursor": "",
                "count": "",
                "id": 5345980119515136,
                "domain": "prabathk",
                "email": "[email protected]",
                "is_admin": true,
                "is_account_owner": true,
                "is_disabled": false,
                "email_template": "",
                "name": "prabath kolipaka"
            },
            "contacts": [
                
            ],
            "pic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container"
        }
] 

In this above example, Lost, Open, Won, Stage 1 are different milestones. These may vary depending on the user choice.

Response - statuses:

  • Status 200: Successfully retrieved the deals list.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.11 Get deals related to specific contact

dev/api/contacts/{id}/deals

Method: GET

- Fetches list of deals related to specified contact using the contact id.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/contacts/{contact_id}/deals -H "Accept : application/json"  -v -u {email} : {API Key}

Example response :

[
  {
	"id" :		   822,
	"name" :	   "Game Development",
	"created_time" :  1356325843,
	"contacts"	 :  [
{
	id : "445",
	created_time : 1356315843
	
}
...
     ]
	
   },
  {
	"id" :		   850,
	"name"	 :	   "Product Design",
	"created_time"	 : "1357794282",},
   ...
]

Response - statuses:

  • Status 200: Successfully retrieved the deals list.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.12 Get deals of current user (my deals)

dev/api/opportunity/my/deals

Method: GET

- Fetches list of deals of the current user

Using curl :

curl https://{domain}.agilecrm.com/dev/api/opportunity/my/deals -H "Accept : application/json"  -v -u {email} : {API Key}

Example response :

[
  {
	"id" :		   822,
	"name" :	   "Game Development",
	"created_time" :  1356325843,
	"contacts"	 :  [
{
	id : "445",
	created_time : 1356315843
	
}
...
     ]
	...
   },
  {
	"id" :		   850,
	"name"	 :	   "Product Design",
	"created_time"	 : "1357794282",},
   ...
]

Response - statuses:

  • Status 200: Successfully retrieved the deals list.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

3.13 Remove contacts of a deal

dev/api/opportunity/partial-update/delete-contact

Method: PUT

We can update deal using this call. It accepts Deal JSON. Id parameter of the deal should be specified. This will not affect other fields.

Acceptable request representation:

{
      "id": "6429943999234048",
      "contact_ids": [
          "4930210138947584",
	  "4600356650614784"
      ]
  }

Using curl

curl https://{domain}.agilecrm.com/dev/api/opportunity/partial-update/delete-contact \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
      "id": "6429943999234048",
      "contact_ids": [
          "4930210138947584",
	  "4600356650614784"
      ]
  }' \
-v -u [email protected]:your_rest_api -X PUT

Response:

  • Status 200: Deal updated successfully. Returns the updated deal object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.
  1. Notes API

Field Name Description Value Type Read Only Mandatory Accepted values
id Unique id generated when note is created Long no no N/A
created_time Creation time of note Long yes no epoch time
subject Subject of the note String no yes N/A
description Description of note String no yes N/A
contact_json list of contact ids String array no no N/A

4.1 Create a note and relate that to contacts :

/dev/api/notes

Method: POST

  • Creates a note and relates it to contacts, which are sent in the note JSON contact field.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/notes/ \
-H "Content-Type : application/json" \
-H "Accept : application/json" \
-d '{
    "subject": " Note subject",
    "description": "Note description",
    "contact_ids": [
        "5688267051630592",
        "5721389839417344"
    ]
}' \
-v -u {email} : {APi Key} -X POST

Example response :

	{
		"id" : 5688267051630500,
		"created_time" : 1360561958,
		"subject" : "Note subject",
		"description" : "Note description",
		"entity_type" : "note"
	}

Response - statuses:

  • Status 200: Note added successfully and it returns the newly created note as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

4.2 Add note to a contact using email ID:

dev/api/contacts/email/note/add

Method: POST

  • Adds a note to the contact with given Email-ID. Email address and the note object should be sent as url-encoded form parameters to the above given URL.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/email/note/add -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d '[email protected]&note={"subject":"test","description":"testing description"}' \
-v -u {email}:{apikey} -X POST

Response:

  • Status 204: Note added successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

4.3 Gets notes related to specific contact :

/dev/api/contacts/{contact_id}/notes

Method: GET

  • Returns list of note JSONs related to the contact.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/contacts/5688267051630592/notes -H "Accept : application/json" -v -u {email} : {API Key}

Example response :

[
    {
        "count": 2,
        "id": 5757434010271744,
        "created_time": 1456469393,
        "subject": "Tata",
        "description": "Product Famous in India",
        "contact_ids": [
            "5748927693324288"
        ],
        "contacts": [
            {
                "id": 5748927693324288,
                "type": "PERSON",
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "olay"
                    }
                ]
            }
        ]
    },
    {
        "id": 5725589243691008,
        "created_time": 1456469284,
        "subject": "toyta",
        "description": "Product's related to worldwide.",
        "contact_ids": [
            "5748927693324288"
        ],
        "contacts": [
            {
                "id": 5748927693324288,
                "type": "PERSON",
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "olay"
                    }
                ]
            }
        ]
    }
]

4.4 Delete a specific note from specific contact :

/dev/api/contacts/{contact_id}/notes/{note_id}

Method: DELETE - Deletes the note of the specific contact. (It will remove the relationship between the note and the contact.)

Using curl :

curl https://{domain}.agilecrm.com/dev/api/contacts/{contact_id}/notes/{note_id} -H "Accept : application/json" -v -u {email} : {API Key} -X DELETE

Response:

  • Status 204: Note removed successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

4.5 Create note to a deal

dev/api/opportunity/deals/notes

Method: POST

  • Accepts note JSON as data in Post request to the url specified above, which creates new note and returns the note JSON with id field generated when new note is created.

Acceptable request representation:

{
    "subject": "Deal From Albany",
    "description": "This deal came directly from customer. No advertisement and hence very important for us.",
    "deal_ids": [
        "5088304026353664"
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/opportunity/deals/notes  \
-H "Accept :application/json" \
-H "Content-Type: application/json" \
-d '{
    "subject": "Deal From Albany",
    "description": "This deal came directly from customer. No advertisement and hence very important for us.",
    "deal_ids": [
        "5088304026353664"
    ]
}' \
-v -u {email}:{apikey} -X POST 

Response - statuses:

  • Status 200: Note added successfully and it returns the deal as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

4.6 Update note to a deal

dev/api/opportunity/deals/notes

Method: PUT

  • Accepts note JSON as data in Post request to the url specified above, which update note and returns the deal JSON with id field generated when new note is created.

Acceptable request representation:

{
    "id": "5714548224950272",
    "subject": "Deal From Albany edit",
    "description": "This deal came directly from customer. No advertisement and hence very important for us.",
    "deal_ids": [
        "5088304026353664"
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/opportunity/deals/notes  \
-H "Accept :application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": "5714548224950272",
    "subject": "Deal From Albany Edit",
    "description": "This deal came directly from customer. No advertisement and hence very important for us.",
    "deal_ids": [
        "5088304026353664"
    ]
}' \
-v -u {email}:{apikey} -X PUT

Response - statuses:

  • Status 200: Note updated successfully and it returns the deal as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

4.7 Gets notes related to specific deal :

/dev/api/opportunity/{deal-id}/notes

Method: GET

  • Returns list of note JSONs related to the contact.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/opportunity/{deal-id}/notes -H "Accept : application/json" -v -u {email} : {API Key}

Example response :

[
    {
        "id": 5702534932987904,
        "created_time": 1456467295,
        "subject": "Deal From Albany",
        "description": "This deal came directly from customer. No advertisement and hence very important for us.",
        "entity_type": "note"
    },
    {
        "id": 5714548224950272,
        "created_time": 1456468655,
        "subject": "Deal From Albany edit 1234",
        "description": "This deal came directly from customer. No advertisement and hence very important for us.",
        "contact_ids": [],
        "deal_ids": []
    }
]

Response:

  • Status 200: Returned list od notes
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

4.8 Delete notes from specific deal :

/dev/api/contacts/notes/bulk

Method: POST - Deletes notes of the specific deal.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/contacts/notes/bulk -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'ids=["5641751750508544"]' \
-v -u {email}:{apikey} -X POST

Response:

  • Status 204: Note removed successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

5. Tasks API


Field Name Description Value Type Read Only Mandatory Accepted values
id Unique id generated when task is created Long no no N/A
type Determines the type to which the task belongs. The type should be in the given list. It is case sensitive. It should only be specified as mentioned here - String no yes CALL, EMAIL, FOLLOW_UP, MEETING, MILESTONE, SEND, TWEET, OTHER.
priority_type Determines the priority of the task. It is case sensitive. It should only be specified as mentioned here. String no yes There are 3 kinds of priorities - HIGH, NORMAL, LOW.
due Due date of the task. It should be specified as Epoch Time. Long no yes Epoch time
created_time Creation time of task Long yes no Epoch time
is_complete Determines whether the task is completed or not. If completed, then true. Else, false. Boolean no no true/false
contacts List of contacts related to the task. While saving, the contact ids have to be given as a string array to relate them to the task. String array no no ID’s of the contacts.
subject Subject of the task. String no yes N/A
entity_type It is a read only variable. Its value is ‘task’ always. String yes no task
notes It is the list of notes related to this task. While adding or editing a task, the list of note id’s has to be sent as a string array in order to save them. String array no no N/A
progress It is used to determine the progress of the task. (0-100%) Int no no 0 to 100
status Determines the status of the task. String no no YET_TO_START, IN_PROGRESS, COMPLETED. These are case sensitive.
taskOwner It has the information about the owner of the task. JSON object yes no N/A
owner_id lId of the user who is the owner of the task. Send this field in the task object while adding or updating the task in order to assign the task to the owner. Long no no Id of the user(Owner)

5.1 Get the list of pending tasks depending on the number of pending days:

dev/api/tasks/pending/{num-days}

Method: GET

- Retrieve the pending tasks of all the users which are ‘num-days’ days away from the due date. It will return the list of tasks as a JSON Array.

Using curl

	curl https:{domain}.agilecrm.com/dev/api/tasks/pending/3 -H  "Accept:application/json" -v -u {email}:{API Key}

Response:

  • Status 200: Gets the list of tasks.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

Example response:

[
    {
        "id": 5149503652888576,
        "type": "EMAIL",
        "priority_type": "HIGH",
        "due": -19800,
        "created_time": 1409649528,
        "is_complete": false,
        "contacts": [
            {
                "id": 5704147139559424,
                "type": "PERSON",
                "created_time": 1398421585,
                "updated_time": 1406619697,
              ...
            }
        ],
        "subject": "Contact created in agile crm",
        "entity_type": "task",
        "notes": [
            
        ],
        "progress": 0,
        "status": "YET_TO_START",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
            "is_admin": true,
          ...
    },
    {
        "id": 5176288276905984,
        "type": "EMAIL",
        "priority_type": "LOW",
        "due": -19800,
        "created_time": 1409649695,
        "is_complete": false,
        "contacts": [
            {
                "id": 5704147139559424,
                "type": "PERSON",
                "created_time": 1398421585,
                "updated_time": 1406619697,
              ...
            }
        ],
        "subject": "Contact created in agile crm",
        "entity_type": "task",
        "notes": [
            
        ],
        "progress": 0,
        "status": "YET_TO_START",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
          ...
    }
]

5.2 Get the list of tasks based on given filters:

dev/api/tasks/based

Method: GET

- Retrives the list of tasks based on the given filters. The filters available are ‘type’, ‘owner’, ’pending’, ‘criteria’, and ‘page_size’. These should be sent as a query parameters in the URL.
- There are three criteria can be use using this api and each has its own type.
- criteria = CATEGORY has these type (EMAIL,CALL,FOLLOW_UP,MEETING,MILESTONE,SEND,TWEET,OTHER)
- criteria = STATUS has these type (IN_PROGRESS,YET_TO_START,COMPLETED)
- criteria = PRIORITY has these type (HIGH,NORMAL,LOW)

Paging can be applied using the page_size and cursor query parameters. Count of the tasks will be in the first task and Cursor for the next page will be in the last task of the list. If there is no cursor, it means that it is the end of list.

Using curl

	curl https:{domain}.agilecrm.com/dev/api/tasks/based?pending=true&criteria=CATEGORY&type=EMAIL&page_size=10&cursor=E-ABAIICNGoRc35hZ2lsZS1jcm0tY2xvdWRyFAsSB0NvbnRhY3QYgICAgKLThAoMogEIcHJhYmF0aGuIAgAU -H  "Accept:application/json" -v -u {email}:{API Key}

Response:

  • Status 200: Gets the list of tasks.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

Example response:

[
    {
        "id": 5149503652888576,
        "type": "EMAIL",
        "priority_type": "HIGH",
        "due": -19800,
        "created_time": 1409649528,
        "is_complete": false,
        "contacts": [
            {
                "id": 5704147139559424,
                "type": "PERSON",
                "created_time": 1398421585,
                "updated_time": 1406619697,
              ...
            }
        ],
        "subject": "Contact created in agile crm",
        "entity_type": "task",
        "notes": [
            
        ],
        "progress": 0,
        "status": "YET_TO_START",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
            "is_admin": true,
          ...
    },
    {
        "id": 5176288276905984,
        "type": "EMAIL",
        "priority_type": "LOW",
        "due": -19800,
        "created_time": 1409649695,
        "is_complete": false,
        "contacts": [
            {
                "id": 5704147139559424,
                "type": "PERSON",
                "created_time": 1398421585,
                "updated_time": 1406619697,
              ...
            }
        ],
        "subject": "Contact created in agile crm",
        "entity_type": "task",
        "notes": [
            
        ],
        "progress": 0,
        "status": "YET_TO_START",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
          ...
    }
]

5.3 Get the task based on ID:

dev/api/tasks/{id}

Method: GET

- Gets the task of the contact with the given ID.

Using curl

	curl https:{domain}.agilecrm.com/dev/api/tasks/{task-id} -H  "Accept:application/json" -v -u {email}:{API Key}

Response:

  • Status 200: Gets the list of tasks.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

Example response:

  {
        "id": 5149503652888576,
        "type": "EMAIL",
        "priority_type": "HIGH",
        "due": -19800,
        "created_time": 1409649528,
        "is_complete": false,
        "contacts": [
            {
                "id": 5704147139559424,
                "type": "PERSON",
                "created_time": 1398421585,
                "updated_time": 1406619697,
              ...
            }
        ],
        "subject": "Contact created in agile crm",
        "entity_type": "task",
        "notes": [
            
        ],
        "progress": 0,
        "status": "YET_TO_START",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
            "is_admin": true,
          ...
    }

5.4 Create a task:

dev/api/tasks

Method: POST

- Creates a new task.
- Acceptable value for below field :
 progress (0 to 100), is_complete (true or false), type (CALL, EMAIL, FOLLOW_UP, MEETING, MILESTONE, SEND, TWEET, OTHER),
 priority_type (HIGH, NORMAL, LOW), status (YET_TO_START, IN_PROGRESS, COMPLETED)

Acceptable request Representation:

{
    "progress": "0",
    "is_complete": "false",
    "subject": "Need to contact vendor",
    "type": "MEETING",
    "due": 1459319400,
    "task_ending_time": "12:00",
    "owner_id": "6263975862861824",
    "priority_type": "HIGH",
    "status": "YET_TO_START",
    "taskDescription": "This is very important. We need to discuss with few vendors about the product.",
    "contacts": [
        "5719430394806272"
    ],
    "notes": [
        "5715549623418880"
    ],
    "deal_ids": [
        "5715549623415649"
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/tasks \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "progress": "0",
    "subject": "Need to contact",
    "type": "EMAIL",
    "due": 1456986600,
    "task_ending_time": "12:00",
    "priority_type": "HIGH",
    "status": "YET_TO_START",
    "contacts": [
        "5725836472745984"
    ]
}' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 200: Task added successfully and it returns the newly created task as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

Example response:

   {
        "id": 5149503652888576,
        "type": "EMAIL",
        "priority_type": "HIGH",
        "due": 11545245654,
        "created_time": 1409649528,
        "is_complete": false,
        "contacts": [
            {
                "id": 5704147139559424,
                "type": "PERSON",
                "created_time": 1398421585,
                "updated_time": 1406619697,
              ...
            }
        ],
        "subject": "test",
        "entity_type": "task",
        "notes": [
            
        ],
        "progress": 0,
        "status": "YET_TO_START",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
            "is_admin": true,
          ...
    }

5.5 Create a task based on contact email:

dev/api/tasks/email/{email}

Method: POST

- Creates a new task and relates it to the contact having the email.

Using curl

curl https://{domain}.agilecrm.com/dev/api/tasks/email/[email protected] \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "subject": "Need to contact1",
    "type": "EMAIL",
    "due": 1456986600,
    "task_ending_time": "12:00",
    "priority_type": "HIGH",
    "status": "YET_TO_START"
}' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 200: Task added successfully and it returns the newly created task as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

Example response:

   {
        "id": 5149503652888576,
        "type": "EMAIL",
        "priority_type": "HIGH",
        "due": 11545245654,
        "created_time": 1409649528,
        "is_complete": false,
        "contacts": [
            {
                "id": 5704147139559424,
                "type": "PERSON",
                "created_time": 1398421585,
                "updated_time": 1406619697,
              ...
            }
        ],
        "subject": "test",
        "entity_type": "task",
        "notes": [
            
        ],
        "progress": 0,
        "status": "YET_TO_START",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
            "is_admin": true,
          ...
    }

5.6 Update a task (Partial update)

dev/api/tasks/partial-update

Method: PUT

We can update task using this call. It accepts task JSON. Id parameter of the task should be specified. This will not affect other fields.

Acceptable request Representation:

{
    "id": "6097891487645696",
    "subject": "sample",
    "type": "EMAIL"
    "due": 1448941500,
    "contacts": [
        "5700328880078848",
        "6487118603878400"
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/tasks/partial-update \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": "5690477483393024",
    "subject": "sample edit",
    "type": "EMAIL",
    "due": 1448941500,
    "contacts": [
        "5725836472745984",
        "6487118603878400"
    ]
}' \
-v -u [email protected]:123456 -X PUT

Response:

  • Status 200: Task updated successfully. Returns the updated task object in the response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format.

5.7 Delete a task based on ID:

dev/api/tasks/{id}

Method: DELETE

  • Deletes the task having the given ID.

Using curl

	curl https:{domain}.agilecrm.com/dev/api/tasks/5149503652888576 -H  "Accept:application/json" -v -u {email}:{API Key} -X DELETE

Response:

  • Status 204: Task deleted successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

5.8 Listing Tasks :

dev/api/tasks/

Method: GET

  • Returns list of all "Tasks" in the domain in JSON format, which are ordered by created time.

Using curl

curl https:{domain}.agilecrm.com/dev/api/tasks -H  "Accept:application/json" -v -u {email}:{API Key} -X GET

Response:

  • Status 204: Successfully retrieved the Tasks list.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

5.9 Get tasks related to contact:

dev/api/contacts/{contact_id}/tasks/sort

Method: GET

  • Retrieves the tasks related to contact, sorted by the date (latest first.).

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/{contact_id}/tasks/sort -H "Accept: application/json" -v -u {email}:{apikey}

Response:

  • Status 200: Returns the tasks list related to the contact.
[
    {
        "id": 5152971570544640,
        "type": "EMAIL",
        "priority_type": "NORMAL",
        "due": 1409596200,
        "created_time": 1409567774,
        "is_complete": false,
        "contacts": [
            {
                "id": 5716606839685120,
                "type": "PERSON",
                "created_time": 1403057154,
                "updated_time": 1403057154,
                "viewed_time": 0,
                "viewed": {
                    "viewed_time": 1409567737463,
                    "viewer_id": 5345980119515136
                },
                "star_value": 0,
                "lead_score": 0,
                "tags": [],
                "tagsWithTime": [],
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "Basecamp (2Desk)"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "last_name",
                        "value": "Basecamp (2Desk)"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "email",
                        "value": "[email protected]"
                    }
                ],
                "campaign- Status": [],
                "entity_type": "contact_entity",
                "unsubscribe- Status": [],
                "emailBounce- Status": [],
                "owner": {
                    "id": 5345980119515136,
                    "domain": "prabathk",
                    "email": "[email protected]",
                    "is_admin": true,
                    "is_account_owner": true,
                    "is_disabled": false,
                    "name": "prabath kolipaka"
                }
            }
        ],
        "subject": "Contact created in agile crm",
        "entity_type": "task",
        "notes": [],
        "progress": 0,
        "- Status": "YET_TO_START",
        "ownerPic": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/1401427105618?id=upload-container",
        "taskOwner": {
            "id": 5345980119515136,
            "domain": "prabathk",
            "email": "[email protected]",
            "is_admin": true,
            "is_account_owner": true,
            "is_disabled": false,
            "name": "prabath kolipaka"
        }
    }
]
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

6. Events API


Field Name Description Value Type Read Only Mandatory Accepted Values
id Unique id generated when event is created Long no no
created_time Creation time of Event Long yes no Epoch time
allDay Determines whether the event lasts for the whole day or not. Boolean no no true / false
contacts List of contacts related to the event. While saving, the contact ids have to be given as a string array to relate them to the event. String array no no ID’s of the contacts
title Title of the event String no yes N/A
color Color states the priority of the event. The colors are case sensitive. All of them should be specified in the same case. String no no
start Start time of Event in epoch time format. Long no yes epoch time
end End time of Event in epoch time format. Long no yes epoch time
is_event_starred It determines whether the particular event is starred or not. Boolean no no true / false

6.1 Get list of events:

dev/api/events

Method: GET

  • Fetches the list of events happened in particular time. The start time and end time have to be sent in epoch format as query parameters.

Using curl

   curl https:{domain}.agilecrm.com/dev/api/events?start=1409423400&end=1413052200 -H  "Accept:application/json" -v -u {email}:{API Key}

Response:

  • Status 200: Gets the list of events.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

Example response:

[
    {
        "id": 5758048710688768,
        "start": 1409682600,
        "end": 1409768100,
        "is_event_starred": false,
        "allDay": true,
        "title": "Today Test event",
        "color": "red",
        "created_time": 1409569472,
        "contacts": [
            {
                "id": 5716606839685120,
                "type": "PERSON",
                "star_value": 0,
                "lead_score": 0,
                "tags": [],
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "Basecamp (2Desk)"
                    },
                   ...
                ],
              ...
            }
        ]
    },
    {
        "id": 5740240702537728,
        "start": 1409769000,
        "end": 1409855340,
        "is_event_starred": false,
        "allDay": false,
        "title": "tlest",
        "color": "green",
        "created_time": 1410421808,
        "contacts": [
            {
                "id": 5727217287954432,
                "type": "PERSON",
                "star_value": 0,
                "lead_score": 1,
                "tags": [
                    "  mobile",
                    "test"
                ],
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "test first"
                    }
                   ...
                ],
                ...
            }
        ]
    }
]

6.2 Get events related to contact:

dev/api/contacts/{contact_id}/events/sort

Method: GET

  • Retrieves the events related to contact sorted by date.

Using curl

curl https://{domain}.agilecrm.com/dev/api/contacts/{contact_id}/events/sort -H "Accept: application/json" -v -u {email}:{apikey}

Response:

  • Status 200: Returns the events list related to the contact.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

Example response:

[
    {
        "id": 5758048710688768,
        "start": 1409682600,
        "end": 1409768100,
        "is_event_starred": false,
        "allDay": true,
        "title": "Today Test event",
        "color": "red",
        "created_time": 1409569472,
        "contacts": [
            {
                "id": 5716606839685120,
                "type": "PERSON",
   …...                 
            }
        ]
    }
]

6.3 Create event:

dev/api/events

Method: POST

  • Creates an event.

Using curl :

	curl https://{domain}.agilecrm.com/dev/api/events -H "Content-Type : application/json" -H "Accept : application/json" -d ‘{"title" : "Today Test event" , "allDay" : true, "color" : "red" , "start":1409682600,"end":1409768100, "contacts" : ["721001", "722001"] }’ -v -u {email} : {API Key} -X POST

Example response :

	{
        "id": 5758048710688768,
        "start": 1409682600,
        "end": 1409768100,
        "is_event_starred": false,
        "allDay": true,
        "title": "Today Test event",
        "color": "red",
        "created_time": 1409569472,
        "contacts": [
            {
                "id": 721001,
                "type": "PERSON",
   ...                 
            }
        ]
    }

Response - statuses:

  • Status 200: Event added successfully and it returns the newly created event as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

6.4 Update event:

dev/api/events

Method: PUT

  • Updates an event. To update the event, the event id has to be provided in the request object. Otherwise, it will be considered as a new event.

Using curl :

	curl https://{domain}.agilecrm.com/dev/api/events -H "Content-Type : application/json" -H "Accept : application/json" -d ‘{"id": 5758048710688768, "title" : "Today Test event" , "allDay" : true, "color" : "red" , "start":1409682600,"end":1409768100, "contacts" : ["721001", "722001"] }’ -v -u {email} : {API Key} -X PUT

Example response :

	{
        "id": 5758048710688768,
        "start": 1409682600,
        "end": 1409768100,
        "is_event_starred": false,
        "allDay": true,
        "title": "Today Test event",
        "color": "red",
        "created_time": 1409569472,
        "contacts": [
            {
                "id": 721001,
                "type": "PERSON",
   ...                 
            }
        ]
    }

Response:

  • Status 200: Event updated successfully and it returns the updated event as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

6.5 Delete an event:

dev/api/events/{id}

Method: DELETE

  • Deletes the event with the particular id. The id passed in the url will be used to identify the event.

Using curl

	curl https:{domain}.agilecrm.com/dev/api/events/5149503652888576 -H  "Accept:application/json" -v -u {email}:{API Key} -X DELETE

Response:

  • Status 204: Event deleted successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  1. Track / Milestones API

Field Name Description Value Type Read Only Mandatory Accepted values
id Unique id generated when Track is created Long no no N/A
name Name of the track String no yes N/A
milestones Comma separated strings. Each string is a milestone and these are case sensitive. All of them should be specified in the same case. The first letter of the track needs to be specified in upper case. String no yes N/A

7.1 Get all the tracks:

dev/api/milestone/pipelines

Method: GET

  • Gets all the tracks. Each track will be having a set of milestones.

Using curl

curl https://{domain}.agilecrm.com/dev/api/milestone/pipelines -H "Accept: application/xml" -v -u {email}:{apikey}

Response:

  • Status 200: Returns the events list related to the contact.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

Example response:

[
    {
        "id": 5146448186310656,
        "milestones": "Open,New,Prospect,Proposal,Won,Lost",
        "name": "Default"
    }
]

7.2 Create a track:

dev/api/milestone/pipelines

Method: POST

  • Creates a track. Name should not be "Default". Milestone fields should be a single string - a group of multiple strings separated by comma. First letter of all the milestones should be in uppercase.

Using curl :

```sh` curl https://{domain}.agilecrm.com/dev/api/milestone/pipelines -H "Content-Type : application/json" -H "Accept : application/json" -d ‘{"name" : "Test" , "milestones" : "Open,New,Prospect,Proposal,Won,Lost" }’ -v -u {email} : {API Key} -X POST

### Example Response:
```javascript
 {
   "id": 5146448186310656,
   "milestones": "Open,New,Prospect,Proposal,Won,Lost",
   "name": "Default"
 }

Response:

  • Status 200: Track created successfully and it returns the newly created track as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

7.3 Update a track:

dev/api/milestone/pipelines

Method: PUT

  • Updates a track. Name should not be "Default". Milestone fields should be a single string - group of multiple strings separated by comma. First letter all the milestones should be in uppercase. The Id of the track needs to be specified in the request json to update the track. Otherwise, it will be considered as a new track.

Using curl :

	curl https://{domain}.agilecrm.com/dev/api/milestone/pipelines -H "Content-Type : application/json" -H "Accept : application/json" -d ‘{"id": 5146448186310656,
 "name" : "Test" , "milestones" : "Open,New,Prospect,Proposal,Won,Lost" }’ -v -u {email} : {API Key} -X PUT

Example response:

 {
   "id": 5146448186310656,
   "milestones": "Open,New,Prospect,Proposal,Won,Lost",
   "name": "Default"
 }

Response - statuses:

  • Status 200: Track updated successfully and it returns the updated track as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

7.4 Delete a track:

dev/api/milestone/pipelines/{id}

Method: DELETE

  • Deletes the track with the particular id. The id passed in the url will be used to identify the track.

Using curl

	curl https:{domain}.agilecrm.com/dev/api/milestone/pipelines/5149503652888576 -H  "Accept:application/json" -v -u {email}:{API Key} -X DELETE

Response:

  • Status 204: Track deleted successfully.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)

8 List of campaigns.

dev/api/workflows

Method: GET

  • Returns a list of campaigns

For the Response in the XML format, add the header 'Accept' as application/xml. By default, the response will be in XML format. Paging can be applied using the page_size and cursor query parameters.

Using curl

curl https://{domain}.agilecrm.com/dev/api/workflows?page_size=20&cursor=E-ABAIICNGoRc35hZ2lsZS1jcm0tY2xvdWRyFAsSB0NvbnRhY3QYgICAgKLThAoMogEIcHJhYmF0aGuIAgAU -H "Accept : application/json" -v -u {email}:{apikey}

Example response:

{
	id: 5727517264576512
	name: "letter head"
	created_time: 1437996248
	updated_time: 0
	rules: "{"nodes":[{"NodeDefinition":{"name":"Start","thumbnail":"json/nodes/images/common/Start.png","icon":"json/no			des/icons/common/Start.png","info":"Entry point of your campaign. Please create workflow for your 				campaign starting from here.","help":"Start point in your campaign  .... 						Action</td>\r\n</tr>\r\n</tbody>\r\n</table>\r\n</td>\r\n</tr>\r\n</tbody>\r\n</table>\r\n</td>\r\n</tr>\			r\n<tr>\r\n<td align=\"center\" valign=\"top\">\r\n<table style=\"border-collapse: collapse 		!important; width: 100%;\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\">\r\n<tbody>\r\n<tr>\r\n<td style=\"color: #606060; font-family: Helvetica,Arial,sans-serif; font-size: 13px; line-height: 125%;\" align=\"center\" valign=\"top\">\r\n<p style=\"margin: -5px;\"><img style=\"vertical-align: middle;\" src=\"https://www.MYSITE.com/logo.png\" alt=\"\" /> Your Caption</p>\r\n<p style=\"margin: 10px;\"><a style=\"padding: 6px; color: black; border: none;\" href=\"https://twitter.com/agile_crm\" target=\"_blank\"><img style=\"border: none;\" src=\"https://www.agilecrm.com/img/twitter-icon.png\" alt=\"twitter\" /></a> <a style=\"padding: 6px; border: none;\" href=\"https://www.facebook.com/CRM.Agile\" target=\"_blank\"><img style=\"border: none;\" src=\"https://www.agilecrm.com/img/facebook-icon.png\" alt=\"fb\" /></a> <a style=\"padding: 6px; border: none;\" href=\"https://plus.google.com/109484059291748745615/posts\" target=\"_blank\"><img style=\"border: none;\" src=\"https://www.agilecrm.com/img/googleplus-icon.png\" alt=\"gplus\" /></a></p>\r\n<p><a href=\"https://www.agilecrm.com\" target=\"_blank\">www.mysite.com</a></p>\r\n</td>\r\n</tr>\r\n<tr>\r\n<td align=\"center\" valign=\"top\">&nbsp;</td>\r\n</tr>\r\n</tbody>\r\n</table>\r\n</td>\r\n</tr>\r\n</tbody>\r\n</table>\r\n</td>\r\n</tr>\r\n</tbody>\r\n</table>\r\n</center></div>"},{"name":"track_clicks","value":"yes"},{"name":"purl_keyword","value":""},{"name":"time_zone","value":"ACT"},{"name":"on","value":"any_day"},{"name":"at","value":"any_time"}],"States":[{"yes":"hangup"}]}]}"
	unsubscribe: {
	action: "ASK_USER"
	tag: ""
	unsubscribe_email: ""
	}-
	domainUserId: 5609297576722432
	creatorName: "ghanshyam"
}

Response - statuses:

  • Status 200: Successfully retrieved the campaign list.
  • Status 401: Unauthorized. (When the user name and password fields are wrong.)

9 Documents API.

9.1 Get documents related to specific contact :

dev/api/documents/contact/{contact_id}/docs

Method: GET

  • Returns list of documents in the JSON format related to the contact.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/documents/contact/5668302869233664/docs -H "Accept : application/json" -v -u {email} : {API Key}

Example response :

[
    {
        "count": 2,
        "id": 5757434010271744,
        "created_time": 1456469393,
        "subject": "Tata",
        "description": "Product Famous in India",
[
    {
        "id": 5765788359196672,
        "name": "tester",
        "dummy_name": "tester",
        "uploaded_time": 1489466749,
        "extension": "getcontactlogs.PNG",
        "doc_type": "ATTACHMENT",
        "text": "",
        "template_type": "",
        "size": 92293,
        "network_type": "S3",
        "url": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/ghanshyam/1489466715191/getcontactlogs.PNG?id=uploadDocumentForm",
        "entity_type": "document",
        "contact_ids": [
            "5668302869233664"
        ],
        "case_ids": [],
        "deal_ids": [],
        "owner": {
            "id": 6263975862861824,
            "domain": "ghanshyam",
            "email": "sample@*****.com",
            "phone": "",
            "name": "Ghanshyam",
            "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
            "schedule_id": "Ghanshyam",
            "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
            "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
        },
        "relatedContacts": [
            {
                "id": 5668302869233664,
                "type": "PERSON",
                "created_time": 1488774702,
                "updated_time": 1489549911,
                "last_contacted": 0,
                "last_emailed": 0,
                "last_campaign_emaild": 0,
                "last_called": 0,
                "viewed_time": 0,
                "viewed": {
                    "viewed_time": 1489549676825,
                    "viewer_id": 6263975862861824
                },
                "star_value": 0,
                "lead_score": 0,
                "klout_score": "",
                "tags": [],
                "tagsWithTime": [],
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "Make"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "last_name",
                        "value": "hiksn"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "email",
                        "value": "make@hikson"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "title",
                        "value": "Developer"
                    }
                ],
                "campaignStatus": [],
                "entity_type": "contact_entity",
                "source": "manual",
                "unsubscribeStatus": [],
                "emailBounceStatus": [],
                "formId": 0,
                "browserId": [],
                "lead_source_id": 0,
                "lead_status_id": 0,
                "is_lead_converted": false,
                "lead_converted_time": 0,
                "is_duplicate_existed": false,
                "owner": {
                    "id": 6263975862861824,
                    "domain": "ghanshyam",
                    "email": "sample@*****.com",
                    "phone": "",
                    "name": "Ghanshyam",
                    "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
                    "schedule_id": "Ghanshyam",
                    "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
                    "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
                }
            }
        ],
        "contacts": [
            {
                "id": 5668302869233664,
                "type": "PERSON",
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "make"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "last_name",
                        "value": "hiksn"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "name",
                        "value": ""
                    }
                ]
            }
        ],
        "deals": []
    },
    {
        "id": 5769954477473792,
        "name": "Address proof",
        "dummy_name": "address proof",
        "uploaded_time": 1489549911,
        "extension": "chrome-window2.PNG",
        "doc_type": "ATTACHMENT",
        "text": "",
        "template_type": "",
        "size": 57907,
        "network_type": "S3",
        "url": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/ghanshyam/1489549880850/chrome-window2.PNG?id=uploadDocumentForm",
        "entity_type": "document",
        "contact_ids": [
            "5668302869233664"
        ],
        "case_ids": [],
        "deal_ids": [
            "6238333076242432"
        ],
        "owner": {
            "id": 6263975862861824,
            "domain": "ghanshyam",
            "email": "sample@*****.com",
            "phone": "",
            "name": "Ghanshyam",
            "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
            "schedule_id": "Ghanshyam",
            "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
            "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
        },
        "relatedContacts": [
            {
                "id": 5668302869233664,
                "type": "PERSON",
                "created_time": 1488774702,
                "updated_time": 1489549911,
                "last_contacted": 0,
                "last_emailed": 0,
                "last_campaign_emaild": 0,
                "last_called": 0,
                "viewed_time": 0,
                "viewed": {
                    "viewed_time": 1489549912557,
                    "viewer_id": 6263975862861824
                },
                "star_value": 0,
                "lead_score": 0,
                "klout_score": "",
                "tags": [],
                "tagsWithTime": [],
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "Make"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "last_name",
                        "value": "hiksn"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "email",
                        "value": "make@hikson"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "title",
                        "value": "Developer"
                    }
                ],
                "campaignStatus": [],
                "entity_type": "contact_entity",
                "source": "manual",
                "unsubscribeStatus": [],
                "emailBounceStatus": [],
                "formId": 0,
                "browserId": [],
                "lead_source_id": 0,
                "lead_status_id": 0,
                "is_lead_converted": false,
                "lead_converted_time": 0,
                "is_duplicate_existed": false,
                "owner": {
                    "id": 6263975862861824,
                    "domain": "ghanshyam",
                    "email": "sample@*****.com",
                    "phone": "",
                    "name": "Ghanshyam",
                    "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
                    "schedule_id": "Ghanshyam",
                    "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
                    "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
                }
            }
        ],
        "contacts": [
            {
                "id": 5668302869233664,
                "type": "PERSON",
                "properties": [
                    {
                        "type": "SYSTEM",
                        "name": "first_name",
                        "value": "make"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "last_name",
                        "value": "hiksn"
                    },
                    {
                        "type": "SYSTEM",
                        "name": "name",
                        "value": ""
                    }
                ]
            }
        ],
        "deals": [
            {
                "id": 6238333076242432,
                "name": "ghansu deal"
            }
        ]
    }
]

9.2 Create a document to a contact:

dev/api/documents

Method: POST

- Creates a new document with the link attached.
- url is mandatory filed.You have to provide link of a file it can be your local or server location.

Acceptable request Representation:

{
    "extension": "chrome-window2.PNG",
    "doc_type": "ATTACHMENT",
    "name": "Address proof",
    "url": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/ghanshyam/1489549880850/chrome-window2.PNG?id=uploadDocumentForm",
    "size": "57907",
    "network_type": "S3",
    "contact_ids": [
        "5735113836986368"
    ],
    "deal_ids": [
        "6238333076242432"
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/documents \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "extension": "chrome-window2.PNG",
    "doc_type": "ATTACHMENT",
    "name": "Address proof",
    "url": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/ghanshyam/1489549880850/chrome-window2.PNG?id=uploadDocumentForm",
    "network_type": "S3",
    "contact_ids": [
        "5668302869233664"
    ],
    "deal_ids": [
        "6238333076242432"
    ]
}' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 200: Document added successfully and it returns the newly created document as JSON in response.
  • Status 401: Unauthorized (When the username and password provided in the respective fields are incorrect).
  • Status 400: If the input is in wrong format

9.3 Update a document to a contact:

dev/api/documents

Method: PUT

- Update a new document with link attached.
- url is mandatory filed.You have to provide link of a file it can be your local or server location.

Acceptable request Representation:

{
    "id": "4823318989373440",
    "extension": "chrome-window2.PNG",
    "doc_type": "ATTACHMENT",
    "name": "Address proof3",
    "url": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/ghanshyam/1489549880850/chrome-window2.PNG?id=uploadDocumentForm",
    "contact_ids": [
        "5735113836986368"
    ],
    "deal_ids": [
        "6238333076242432"
    ]
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/documents \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "id": "4823318989373440",
    "extension": "chrome-window2.PNG",
    "doc_type": "ATTACHMENT",
    "name": "Address proof3",
    "url": "https://s3.amazonaws.com/agilecrm/panel/uploaded-logo/ghanshyam/1489549880850/chrome-window2.PNG?id=uploadDocumentForm",
    "contact_ids": [
        "5735113836986368"
    ],
    "deal_ids": [
        "6238333076242432"
    ]
}' \
-v -u [email protected]:123456 -X PUT

Response:

  • Status 200: Document updated successfully and it returns the newly created document as JSON in response.
  • Status 401: Unauthorized (When the username and password provided in the respective fields are incorrect).
  • Status 400: If the input is in wrong format

10 Help Desks API.

10.1 Get all tickets :

dev/api/tickets/filter

Method: GET

  • Returns list of JSON tickets.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/tickets/filter?filter_id=5716987632156672&page_size=25&global_sort_key=-last_updated_time -H "Accept : application/json" -v -u {email} : {API Key}

Example response :

[
    {
        "id": 5,
        "groupID": 5756098678095872,
        "group": {
            "id": 5756098678095872,
            "group_name": "Support",
            "group_email": "[email protected]"
        },
        "assigned_to_group": true,
        "assigneeID": 6263975862861824,
        "assigned_time": 1489653298291,
        "assignee": {
            "id": 6263975862861824,
            "domain": "gsdr",
            "email": "[email protected]",
            "phone": "",
            "name": "Ghanshyam",
            "pic": "https://samplet.cloudfront.net/img/gravatar/71.png",
            "schedule_id": "Ghanshyam",
            "calendar_url": "https://samplet.agilecrm.com/calendar/Ghanshyam",
            "calendarURL": "https://samplet.agilecrm.com/calendar/Ghanshyam"
        },
        "requester_name": "ghanshyam ",
        "requester_email": "[email protected]",
        "contactID": 5723745293434880,
        "subject": "Test not working 11??",
        "cc_emails": [
            "[email protected]"
        ],
        "created_time": 1489653298291,
        "last_updated_time": 1489653298291,
        "last_updated_by": "REQUESTER",
        "last_customer_replied_time": 1489653298291,
        "first_notes_text": "Hello I am testing your docs and find that Test is not working. Please help me",
        "last_reply_text": "Hello I am testing your docs and find that Test is not working. Please help me",
        "is_compressed": false,
        "status": "OPEN",
        "type": "PROBLEM",
        "priority": "LOW",
        "source": "EMAIL",
        "created_by": "CUSTOMER",
        "user_replies_count": 1,
        "no_of_reopens": 0,
        "attachments_exists": false,
        "is_favorite": false,
        "is_spam": false,
        "requester_ip_address": "",
        "html_text": "",
        "entity_type": "tickets",
        "attachments_list": [],
        "labels": [],
        "contact_ids": [],
        "last_ticket_notes": {
            "id": 6247474712805376,
            "plain_text": "Hello I am testing your docs and find that Test is not working. Please help me",
            "created_time": 1489653178798,
            "ticket_notes_assinee": {
                "id": 6263975862861824,
                "domain": "ghanshyam",
                "email": "[email protected]",
                "phone": "",
                "name": "Ghanshyam",
                "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
                "schedule_id": "samplet",
                "calendar_url": "https://samplet.agilecrm.com/calendar/san",
                "calendarURL": "https://ghanshyam.agilecrm.com/calendar/san"
            }
        },
        "contact": {
            "id": 5723745293434880,
            "type": "PERSON",
            "properties": [
                {
                    "type": "SYSTEM",
                    "name": "first_name",
                    "value": "sder"
                },
                {
                    "type": "SYSTEM",
                    "name": "last_name",
                    "value": ""
                },
                {
                    "type": "SYSTEM",
                    "name": "name",
                    "value": ""
                }
            ]
        }
    },
    {
        "id": 4,
        "groupID": 5756098678095872,
        "group": {
            "id": 5756098678095872,
            "group_name": "Support",
            "group_email": "[email protected]"
        },
        "assigned_to_group": true,
        "assigneeID": 6263975862861824,
        "assigned_time": 1489653242528,
        "assignee": {
            "id": 6263975862861824,
            "domain": "ghanshyam",
            "email": "[email protected]",
            "phone": "",
            "name": "sdre",
            "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
            "schedule_id": "Ghanshyam",
            "calendar_url": "https://ghanshyam.agilecrm.com/calendar/dss",
            "calendarURL": "https://ghanshyam.agilecrm.com/calendar/sdd"
        },
        "requester_name": "ghanshyam ",
        "requester_email": "[email protected]",
        "contactID": 5723745293434880,
        "subject": "Test not working ??",
        "cc_emails": [
            "[email protected]"
        ],
        "created_time": 1489653242528,
        "last_updated_time": 1489653242528,
        "last_updated_by": "REQUESTER",
        "last_customer_replied_time": 1489653242528,
        "first_notes_text": "Hello I am testing your docs and find that Test is not working. Please help me",
        "last_reply_text": "Hello I am testing your docs and find that Test is not working. Please help me",
        "is_compressed": false,
        "status": "OPEN",
        "type": "PROBLEM",
        "priority": "LOW",
        "source": "EMAIL",
        "created_by": "CUSTOMER",
        "user_replies_count": 1,
        "no_of_reopens": 0,
        "attachments_exists": false,
        "is_favorite": false,
        "is_spam": false,
        "requester_ip_address": "",
        "html_text": "",
        "entity_type": "tickets",
        "attachments_list": [],
        "labels": [],
        "contact_ids": [],
        "last_ticket_notes": {
            "id": 6005534641618944,
            "plain_text": "Hello I am testing your docs and find that Test is not working. Please help me",
            "created_time": 1489653122960,
            "ticket_notes_assinee": {
                "id": 6263975862861824,
                "domain": "dsd",
                "email": "[email protected]",
                "phone": "",
                "name": "dsdsd",
                "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
                "schedule_id": "Ghanshyam",
                "calendar_url": "https://ghanshyam.agilecrm.com/calendar/dsd",
                "calendarURL": "https://ghanshyam.agilecrm.com/calendar/dsd"
            }
        },
        "contact": {
            "id": 5723745293434880,
            "type": "PERSON",
            "properties": [
                {
                    "type": "SYSTEM",
                    "name": "first_name",
                    "value": "dsd"
                },
                {
                    "type": "SYSTEM",
                    "name": "last_name",
                    "value": ""
                },
                {
                    "type": "SYSTEM",
                    "name": "name",
                    "value": ""
                }
            ]
        }
    },
    {
        "id": 3,
        "groupID": 5756098678095872,
        "group": {
            "id": 5756098678095872,
            "group_name": "Support",
            "group_email": "[email protected]"
        },
        "assigned_to_group": true,
        "assigneeID": 6263975862861824,
        "assigned_time": 1489649282800,
        "assignee": {
            "id": 6263975862861824,
            "domain": "sdsd",
            "email": "[email protected]",
            "phone": "",
            "name": "sdsds",
            "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
            "schedule_id": "Ghanshyam",
            "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
            "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
        },
        "requester_name": "sdsd ",
        "requester_email": "[email protected]",
        "contactID": 5723745293434880,
        "subject": "Test not working ??",
        "cc_emails": [
            "[email protected]"
        ],
        "created_time": 1489649282800,
        "last_updated_time": 1489649282800,
        "last_updated_by": "REQUESTER",
        "last_customer_replied_time": 1489649282800,
        "first_notes_text": "Hello I am testing your docs and find that Test is not working. Please help me",
        "last_reply_text": "Hello I am testing your docs and find that Test is not working. Please help me",
        "is_compressed": false,
        "status": "OPEN",
        "type": "PROBLEM",
        "priority": "LOW",
        "source": "EMAIL",
        "created_by": "CUSTOMER",
        "user_replies_count": 1,
        "no_of_reopens": 0,
        "attachments_exists": false,
        "is_favorite": false,
        "is_spam": false,
        "requester_ip_address": "",
        "html_text": "",
        "entity_type": "tickets",
        "attachments_list": [],
        "labels": [],
        "contact_ids": [],
        "last_ticket_notes": {
            "id": 5766442402185216,
            "plain_text": "Hello I am testing your docs and find that Test is not working. Please help me",
            "created_time": 1489649163240,
            "ticket_notes_assinee": {
                "id": 6263975862861824,
                "domain": "sdsd",
                "email": "[email protected]",
                "phone": "",
                "name": "dssds",
                "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
                "schedule_id": "samplet",
                "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
                "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
            }
        },
        "contact": {
            "id": 5723745293434880,
            "type": "PERSON",
            "properties": [
                {
                    "type": "SYSTEM",
                    "name": "first_name",
                    "value": "sdsd"
                },
                {
                    "type": "SYSTEM",
                    "name": "last_name",
                    "value": ""
                },
                {
                    "type": "SYSTEM",
                    "name": "name",
                    "value": ""
                }
            ]
        }
    },
    {
        "id": 2,
        "groupID": 5756098678095872,
        "group": {
            "id": 5756098678095872,
            "group_name": "Support",
            "group_email": "[email protected]"
        },
        "assigned_to_group": true,
        "assigneeID": 6263975862861824,
        "assigned_time": 1489648321029,
        "assignee": {
            "id": 6263975862861824,
            "domain": "samplet",
            "email": "[email protected]",
            "phone": "",
            "name": "Ghanshyam",
            "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
            "schedule_id": "sdsd",
            "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
            "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
        },
        "requester_name": "sdsds ",
        "requester_email": "[email protected]",
        "contactID": 5723745293434880,
        "subject": "Test not working ??",
        "cc_emails": [
            "[email protected]"
        ],
        "created_time": 1489648321029,
        "last_updated_time": 1489648321029,
        "last_updated_by": "REQUESTER",
        "last_customer_replied_time": 1489648321029,
        "first_notes_text": "Hello I am testing your docs and find that Test is not working. Please help me",
        "last_reply_text": "Hello I am testing your docs and find that Test is not working. Please help me",
        "is_compressed": false,
        "status": "OPEN",
        "type": "PROBLEM",
        "priority": "LOW",
        "source": "EMAIL",
        "created_by": "CUSTOMER",
        "user_replies_count": 1,
        "no_of_reopens": 0,
        "attachments_exists": false,
        "is_favorite": false,
        "is_spam": false,
        "requester_ip_address": "",
        "html_text": "",
        "entity_type": "tickets",
        "attachments_list": [],
        "labels": [],
        "contact_ids": [],
        "last_ticket_notes": {
            "id": 5386771856621568,
            "plain_text": "Hello I am testing your docs and find that Test is not working. Please help me",
            "created_time": 1489648201476,
            "ticket_notes_assinee": {
                "id": 6263975862861824,
                "domain": "sdsd",
                "email": "[email protected]",
                "phone": "",
                "name": "sdsdsd",
                "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
                "schedule_id": "Ghanshyam",
                "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
                "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
            }
        },
        "contact": {
            "id": 5723745293434880,
            "type": "PERSON",
            "properties": [
                {
                    "type": "SYSTEM",
                    "name": "first_name",
                    "value": "sdsdsd"
                },
                {
                    "type": "SYSTEM",
                    "name": "last_name",
                    "value": ""
                },
                {
                    "type": "SYSTEM",
                    "name": "name",
                    "value": ""
                }
            ]
        }
    },
    {
        "id": 1,
        "groupID": 5756098678095872,
        "group": {
            "id": 5756098678095872,
            "group_name": "Support",
            "group_email": "[email protected]"
        },
        "assigned_to_group": false,
        "assigneeID": 6263975862861824,
        "assigned_time": 1489647974608,
        "assignee": {
            "id": 6263975862861824,
            "domain": "sdsd",
            "email": "[email protected]",
            "phone": "",
            "name": "sds",
            "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
            "schedule_id": "sdsd",
            "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
            "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
        },
        "requester_name": "sdds ",
        "requester_email": "[email protected]",
        "contactID": 5723745293434880,
        "subject": "Help Desk Ticket",
        "cc_emails": [
            "[email protected]"
        ],
        "created_time": 1489647899863,
        "last_updated_time": 1489647974419,
        "last_updated_by": "AGENT",
        "first_replied_time": 1489647974608,
        "last_agent_replied_time": 1489647974419,
        "last_customer_replied_time": 1489647899863,
        "first_notes_text": "Hello test body of message",
        "last_reply_text": "We will check and let you know\r\n\r\nThanks<br />Ghanshyam Raut",
        "is_compressed": false,
        "status": "PENDING",
        "type": "PROBLEM",
        "priority": "MEDIUM",
        "source": "EMAIL",
        "created_by": "CUSTOMER",
        "user_replies_count": 2,
        "no_of_reopens": 0,
        "attachments_exists": false,
        "is_favorite": false,
        "is_spam": false,
        "requester_ip_address": "",
        "html_text": "",
        "entity_type": "tickets",
        "attachments_list": [],
        "labels": [],
        "contact_ids": [],
        "last_ticket_notes": {
            "id": 5447141916934144,
            "plain_text": "We will check and let you know\r\n\r\nThanks<br />Ghanshyam Raut",
            "created_time": 1489647914834,
            "ticket_notes_assinee": {
                "id": 6263975862861824,
                "domain": "sdsd",
                "email": "[email protected]",
                "phone": "",
                "name": "sdsds",
                "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/71.png",
                "schedule_id": "Ghanshyam",
                "calendar_url": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam",
                "calendarURL": "https://ghanshyam.agilecrm.com/calendar/Ghanshyam"
            }
        },
        "contact": {
            "id": 5723745293434880,
            "type": "PERSON",
            "properties": [
                {
                    "type": "SYSTEM",
                    "name": "first_name",
                    "value": "ds"
                },
                {
                    "type": "SYSTEM",
                    "name": "last_name",
                    "value": ""
                },
                {
                    "type": "SYSTEM",
                    "name": "name",
                    "value": ""
                }
            ]
        }
    }
]

10.2 Create a ticket

dev/api/tickets/new-ticket

Method: POST

- Creates a new ticket.
- All fields are mandatory.

Acceptable request Representation:

{
    "requester_name": "yeki",
    "requester_email": "[email protected]",
    "subject": "Test not working ??",
    "priority": "LOW",
    "status": "OPEN",
    "groupID": "5756098678095872",
    "html_text": "Hello I am testing your docs and find that Test is not working. Please help me",
    "cc_emails": [
        "[email protected]"
    ],
    "labels": null
}

Using curl

curl https://{domain}.agilecrm.com/dev/api/tickets/new-ticket \
-H "Accept : application/json" \
-H "Content-Type: application/json" \
-d '{
    "requester_name": "yeki",
    "requester_email": "[email protected]",
    "subject": "Test not working ??",
    "priority": "LOW",
    "status": "OPEN",
    "groupID": "5756098678095872",
    "html_text": "Hello I am testing your docs and find that Test is not working. Please help me",
    "cc_emails": [
        "[email protected]"
    ],
    "labels": null
}' \
-v -u [email protected]:123456 -X POST

Response:

  • Status 200: Ticket added successfully and it returns the newly created ticket as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

10.3 Delete a ticket:

dev/api/tickets/{id}

Method: DELETE

  • It deletes the ticket having a particular id. The id passed in the url will be used to identify the ticket.

Using curl

	curl https:{domain}.agilecrm.com/dev/api/tickets/100 -H  "Accept:application/json" -v -u {email}:{API Key} -X DELETE

Response:

  • Status 200: {"status":"success"}
  • Status 401: Unauthorized (When the username and password provided in the respective fields are incorrect)

10.4 Get all filter IDs :

dev/api/tickets/filters

Method: GET

  • Returns list of filter IDs in JSON format.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/tickets/filters -H "Accept : application/json" -v -u {email} : {API Key}

Example response :

[
    {
        "id": 5632682255974400,
        "name": "All Tickets",
        "conditions": [
            {
                "LHS": "status",
                "CONDITION": "TICKET_STATUS_IS",
                "RHS": "NEW"
            },
            {
                "LHS": "status",
                "CONDITION": "TICKET_STATUS_IS",
                "RHS": "OPEN"
            },
            {
                "LHS": "status",
                "CONDITION": "TICKET_STATUS_IS",
                "RHS": "PENDING"
            },
            {
                "LHS": "status",
                "CONDITION": "TICKET_STATUS_IS",
                "RHS": "CLOSED"
            }
        ],
        "owner_id": 6263975862861824,
        "updated_time": 1461208420071,
        "is_default_filter": true
    },
    {
        "id": 5644924254945280,
        "name": "New Tickets",
        "conditions": [
            {
                "LHS": "status",
                "CONDITION": "TICKET_STATUS_IS",
                "RHS": "NEW"
            }
        ],
        "owner_id": 6263975862861824,
        "updated_time": 1461208419652,
        "is_default_filter": true
    },
    {
        "id": 5716987632156672,
        "name": "My Tickets",
        "conditions": [
            {
                "LHS": "assignee_id",
                "CONDITION": "EQUALS",
                "RHS": "0"
            }
        ],
        "owner_id": 6263975862861824,
        "updated_time": 1461208420470,
        "is_default_filter": true
    }
]

10.5 Get all messages within a ticket :

dev/api/tickets/notes/{ticket-id}

Method: GET

  • Returns list of JSON tickets.

Using curl :

https://{domain}.agilecrm.com/dev/api/tickets/notes/{ticketid} -H "Accept : application/json" -v -u {email} : {API Key}

Example response :

[
    {
        "id": 5661725076488192,
        "ticket_id": 2,
        "group_id": 5646239437684736,
        "feedback_time": 1496990444098,
        "feedback_comment": "",
        "assignee_id": 6683813135253504,
        "feedback_flag": false,
        "created_by": "REQUESTER",
        "requester_name": "Prabathk kolipaka",
        "requester_email": "[email protected]",
        "created_time": 1496990444098,
        "event_description": "",
        "plain_text": "Get all the messages belongs to a ticket",
        "html_text": "Get all the messages belongs to a ticket",
        "mime_object": "",
        "note_type": "PUBLIC",
        "attachments_list": [
        ],
        "requester_viewed_time": 0,
        "domain_user": {
            "id": 6683813135253504,
            "domain": "ranjandev",
            "email": "[email protected]",
            "phone": "",
            "name": "Rasmi Ranjan Swain",
            "pic": "https://d1gwclp1pmzk26.cloudfront.net/img/gravatar/48.png",
            "schedule_id": "Rasmi_Ranjan_Swain",
            "calendar_url": "https://ranjandev.agilecrm.com/calendar/Rasmi_Ranjan_Swain",
            "calendarURL": "https://ranjandev.agilecrm.com/calendar/Rasmi_Ranjan_Swain"
        },
        "cc_emails": [
        ],
        "close_ticket": false,
        "requester_viewed_email": false,
        "is_compressed": false
    }
]

Response:

  • Status 200: Successfully retrieved all the messages within a ticket.
  • Status 401: Unauthorised. (When the user name and password fields are wrong.)

10.6 Add note to a ticket using Ticket id :

/dev/api/notes/{ticket-id}

Method: POST

  • Creates a note to specific ticket.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/notes/{ticket-id} \
-H "Content-Type : application/json" \
-H "Accept : application/json" \
-d '{
    	"ticket_id":"{ticket-id}",
	"html_text":"Note description",
	"note_type":"PUBLIC"
}' \
-v -u {email} : {APi Key} -X POST
  • Adding Notes to A particular group ticket.

Using curl :

curl https://{domain}.agilecrm.com/dev/api/notes/{ticket-id} \
-H "Content-Type : application/json" \
-H "Accept : application/json" \
-d '{
    	"ticket_id":"{ticket-id}",
	"html_text":"Note description",
	"note_type":"PRIVATE"
}' \
-v -u {email} : {APi Key} -X POST

Response - statuses:

  • Status 200: Note added successfully and it returns the ticket as JSON in response.
  • Status 401: Unauthorised. (when the user name and password fields are wrong.)
  • Status 400: If the input is in wrong format

11 Youtube links for Rest APIs.

Create contact:

IMAGE ALT TEXT HERE

Update contact partial:

IMAGE ALT TEXT HERE

Update tag by ID:

IMAGE ALT TEXT HERE

Create deal:

IMAGE ALT TEXT HERE

Get list of contact example 1:

IMAGE ALT TEXT HERE

Get list of contact example 2:

IMAGE ALT TEXT HERE

12 Dynamic Filters on Contacts & Deals.

12.1 Get list of contacts updated within last one day

Method: POST

  • Returns contacts or companies objects which is associated with given filter

Using curl

curl https://{your_domain}.agilecrm.com/dev/api/filters/filter/dynamic-filter -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=25&global_sort_key=-created_time&filterJson={"rules":[{"LHS":"updated_time","CONDITION":"LAST","RHS":"1"}],"or_rules":[],"contact_type":"PERSON"}' \
-v -u [email protected]:123fghfhf******* -X POST

12.2 Get list of contacts updated after particular date

Method: POST

  • Returns contacts or companies objects which is associated with given filter

Using curl

curl https://{your_domain}.agilecrm.com/dev/api/filters/filter/dynamic-filter -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=25&global_sort_key=-created_time&filterJson={"rules":[{"LHS":"updated_time","CONDITION":"AFTER","RHS":1572580800000}],"or_rules":[],"contact_type":"PERSON"}' \
-v -u [email protected]:123fghfhf******* -X POST

12.3 Get list of contacts updated on particular date & associated with particular tag

Method: POST

  • Returns contacts or companies objects which is associated with given filter

Using curl

curl https://{your_domain}.agilecrm.com/dev/api/filters/filter/dynamic-filter -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=25&global_sort_key=-created_time&filterJson={"rules":[{"LHS":"tags","CONDITION":"EQUALS","RHS":"paid"},{"LHS":"updated_time","CONDITION":"ON","RHS":1572580800000}],"or_rules":[],"contact_type":"PERSON"}' \
-v -u [email protected]:123fghfhf******* -X POST

12.4 Get list of contacts based on 'OR' condition with tags

Method: POST

  • Returns contacts or companies objects which is associated with given filter

Using curl

curl https://{your_domain}.agilecrm.com/dev/api/filters/filter/dynamic-filter -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=10&global_sort_key=-updated_time&filterJson={"rules":[],"or_rules":[{"LHS":"tags","CONDITION":"EQUALS","RHS":"VIP"},{"LHS":"tags","CONDITION":"EQUALS","RHS":"paid"}],"contact_type":"PERSON"}' \
-v -u [email protected]:123fghfhf******* -X POST

12.5 Get list of contacts using 'AND' 'OR' condition

Method: POST

  • Returns contacts or companies objects which is associated with given filter

Using curl

curl https://{your_domain}.agilecrm.com/dev/api/filters/filter/dynamic-filter -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=25&global_sort_key=-created_time&filterJson={"rules":[],"or_rules":[{"LHS":"updated_time","CONDITION":"BETWEEN","RHS":1574053200000,"RHS_NEW":1574312399999}, {"LHS":"created_time","CONDITION":"BETWEEN","RHS":1574053200000,"RHS_NEW":1574312399999}],"contact_type":"PERSON"' \
-v -u [email protected]:123fghfhf******* -X POST

12.6 Get list of Deals updated on particular date

Method: POST

  • Returns deals objects which is associated with given filter

Using curl

curl https://{your_domain}.agilecrm.com/dev/api/filters/filter/dynamic-filter -H "Accept: application/json" \
-H "Content-Type :application/x-www-form-urlencoded" \
-d 'page_size=25&filterJson={"rules":[{"LHS":"updated_time","CONDITION":"ON","RHS":1572580800000}],"or_rules":[],"contact_type":"OPPORTUNITY"}' \
-v -u [email protected]:123fghfhf******* -X POST

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REST API Documentation from Agile CRM

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