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Endpoints

Contacts

Create, find, update, tag, stage and merge the people your business talks to.

Las rutas son relativas a la URL base. Cada tarjeta indica el permiso que necesita la llamada y cada parámetro, con su tipo y sus límites.

GET
/contacts

Search contacts, newest first.

Permiso: contacts
Paginado

Parámetros de consulta

  • qopcionalstring

    Free-text search across name, email, phone, WhatsApp number, notes and Instagram username. Every word must match. Up to 200 characters.

  • phoneopcionalstring

    Exact phone or WhatsApp number match.

  • emailopcionalstring

    Exact email match.

  • tagopcionalstring

    Contacts that carry this tag (case-insensitive).

  • stage_idopcionalinteger

    Contacts in this funnel stage.

  • assigned_to_user_idopcionalstring

    Contacts owned by this team member.

  • channelopcionalenum

    Contacts that came from this channel.

    Valores permitidos:instagramfacebooktiktokwhatsapptelegramemailwidgetapivoicesms

  • updated_sinceopcionalstring (ISO 8601 date-time with offset)

    Contacts updated at or after this time.

GET
/contacts/lookup

Find one contact by phone, email or channel username. Send at least one of phone, email or handle.

Permiso: contacts

Parámetros de consulta

  • phoneopcionalstring

    Phone or WhatsApp number.

  • emailopcionalstring

    Email address.

  • handleopcionalstring

    Channel username, with or without "@".

  • channelopcionalenum

    Limit the handle search to one channel.

    Valores permitidos:instagramtiktoktelegramwhatsapp

  • Answers 404 not_found when nothing matches. When several contacts match, the oldest one is returned.
POST
/contacts

Create a contact.

Permiso: contacts

Cuerpo JSON

  • first_nameopcionalstring | null

    1–100 characters.

  • last_nameopcionalstring | null

    1–100 characters.

  • emailopcionalstring | null

    Valid email address, up to 320 characters. Stored lowercase.

  • phoneopcionalstring | null

    3–50 characters. E.164 (+14155550123) recommended.

  • whatsapp_phoneopcionalstring | null

    WhatsApp number, 3–50 characters.

  • instagram_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • tiktok_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • telegram_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • country_codeopcionalstring

    Two-letter ISO 3166-1 country code, e.g. "US".

  • custom_fieldsopcionalobject

    Custom field values keyed by custom field key (see GET /custom-fields). Merged into existing values. Unknown, archived or wrongly typed keys answer 422.

  • sourceopcionalstring

    Where the contact came from, up to 50 characters. Default "api".

  • tagsopcionalarray of strings

    Up to 100 tag names (1–80 characters each). Tags that do not exist yet are added to the workspace.

  • stage_idopcionalinteger

    Funnel stage to place the contact in (see GET /funnels).

  • assigned_to_user_idopcionalstring

    Team member who owns the contact (see GET /users).

  • Answers 201 with the contact.
POST
/contacts/upsert

Update the matching contact, or create it. Matches by phone (or whatsapp_phone), then email, then Instagram, TikTok or Telegram username.

Permiso: contacts

Cuerpo JSON

  • first_nameopcionalstring | null

    1–100 characters.

  • last_nameopcionalstring | null

    1–100 characters.

  • emailopcionalstring | null

    Valid email address, up to 320 characters. Stored lowercase.

  • phoneopcionalstring | null

    3–50 characters. E.164 (+14155550123) recommended.

  • whatsapp_phoneopcionalstring | null

    WhatsApp number, 3–50 characters.

  • instagram_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • tiktok_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • telegram_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • country_codeopcionalstring

    Two-letter ISO 3166-1 country code, e.g. "US".

  • custom_fieldsopcionalobject

    Custom field values keyed by custom field key (see GET /custom-fields). Merged into existing values. Unknown, archived or wrongly typed keys answer 422.

  • sourceopcionalstring

    Where the contact came from, up to 50 characters. Default "api".

  • tagsopcionalarray of strings

    Up to 100 tag names (1–80 characters each). Tags that do not exist yet are added to the workspace.

  • stage_idopcionalinteger

    Funnel stage to place the contact in (see GET /funnels).

  • assigned_to_user_idopcionalstring

    Team member who owns the contact (see GET /users).

  • Send at least a phone, email or channel username to match on (422 otherwise).
  • Answers { object: "contact_upsert", created, contact }: 201 when created, 200 when updated.
POST
/contacts/merge

Merge a duplicate contact into another. The secondary contact's records (conversations, bookings, orders and more) move to the primary one.

Permiso: contacts

Cuerpo JSON

  • primary_contact_idobligatoriointeger

    The contact that stays.

  • secondary_contact_idobligatoriointeger

    The duplicate that is merged away. Must differ from primary_contact_id.

GET
/contacts/:id

Retrieve a contact, including tags, stage, assignee and custom fields.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

PATCH
/contacts/:id

Update contact fields. Fields you leave out keep their value; null clears a field.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

Cuerpo JSON

  • first_nameopcionalstring | null

    1–100 characters.

  • last_nameopcionalstring | null

    1–100 characters.

  • emailopcionalstring | null

    Valid email address, up to 320 characters. Stored lowercase.

  • phoneopcionalstring | null

    3–50 characters. E.164 (+14155550123) recommended.

  • whatsapp_phoneopcionalstring | null

    WhatsApp number, 3–50 characters.

  • instagram_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • tiktok_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • telegram_usernameopcionalstring | null

    Up to 100 characters. A leading "@" is removed.

  • country_codeopcionalstring

    Two-letter ISO 3166-1 country code, e.g. "US".

  • custom_fieldsopcionalobject

    Custom field values keyed by custom field key (see GET /custom-fields). Merged into existing values. Unknown, archived or wrongly typed keys answer 422.

DELETE
/contacts/:id

Delete a contact and the data derived from it, the same way a delete in the app does.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

GET
/contacts/:id/channels

List the channel identities a contact can be reached on.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

POST
/contacts/:id/tags

Add tags to a contact. Tags that do not exist yet are added to the workspace.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

Cuerpo JSON

  • tagsobligatorioarray of strings

    1–100 tag names, 1–80 characters each.

DELETE
/contacts/:id/tags

Remove tags from a contact (case-insensitive). The tags stay in the workspace.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

Cuerpo JSON

  • tagsobligatorioarray of strings

    1–100 tag names.

PUT
/contacts/:id/stage

Move a contact to a funnel (lifecycle) stage.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

Cuerpo JSON

  • stage_idobligatoriointeger

    Target stage (see GET /funnels).

  • funnel_idopcionalinteger

    Optional check: the stage must belong to this funnel.

DELETE
/contacts/:id/stage

Remove the contact from its lifecycle stage.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

PUT
/contacts/:id/assignee

Assign the contact to a team member, or unassign it.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

Cuerpo JSON

  • user_idopcionalstring | null

    A user from GET /users. Omit or send null to unassign.

GET
/contacts/:id/notes

List the internal notes on a contact, newest first.

Permiso: contacts
Paginado

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

POST
/contacts/:id/notes

Add an internal note to a contact. Customers never see notes.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

Cuerpo JSON

  • bodyobligatoriostring

    1–10,000 characters.

PUT
/contacts/:id/dnc

Turn do-not-contact on or off for a contact.

Permiso: contacts

Parámetros de ruta

  • idobligatoriointeger

    Contact ID.

Cuerpo JSON

  • do_not_contactobligatorioboolean

    true opts the contact out of messages.

  • reasonopcionalstring

    Up to 200 characters.

GET
/funnels

List funnels with their stages, for use with stage_id.

Permiso: contacts

Parámetros de consulta

  • flatopcionalstring

    "true" returns one row per stage (funnel name › stage name) instead of nested funnels.