Get customers
Answer customers
Work for you
Reach people
Give agents tools
Run and ship
Query and manage CRM records, accounting sync and file links
List the tables and custom tables available to this account.
Get field names, types and account-specific write permissions.
1 field
Query one page of contacts, customers, activities or any account table.
7 fields
Read a record with optional selected and expanded fields.
4 fields
Create a contact, customer, lead, activity, invoice or custom record.
2 fields
Patch a record; omitted fields and child records remain unchanged.
3 fields
Delete the selected table record.
Count all records or records matching a filter.
Force a syncable record to QuickBooks or Xero, overriding normal timing.
List files, optionally restricted to a table and record.
Retrieve the provider's file URL without downloading it.
Update the file link's attach-to-email flag for a table record.
Delete a file by its provider ID.
