Get customers
Answer customers
Work for you
Reach people
Give agents tools
Run and ship
Manage Leap CRM customers, jobs, notes, contacts and tasks
List customers in your Leap account.
3 fields
Get a customer by ID.
1 field
Create a customer with phone details.
7 fields
Update customer details; supply the required name and phone fields.
8 fields
List or search jobs.
4 fields
Get a job by ID.
Create a job for an existing customer.
Update a job with its required customer, description and trades.
9 fields
Read the financial summary for a job.
Read workflow stage history for a job.
Move a job to a workflow stage.
2 fields
List notes for a job.
Add a note to a job.
Update the text of a job note.
List company contacts.
List company users to prove account access.
List available company trades for job creation.
List configured workflow stages.
Create a task assigned to company users.
6 fields
