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Crelate
Crelate
61 actions · 1 auth method
BetaCRMATS

Authentication

API Key

An API key generated from your Crelate account is required. API access must be enabled for your organization by an admin…Guides: Connector Profile, Link Account
Actions
61 actions
Action
Description
List Activities
Returns a paged list of activity records. Filter by parent record, verb type, date range, or other criteria.
Get Activity
Returns a single Activities record by its unique identifier. Returns a 404 if the record does not exist.
Get Activity Info
Retrieves attribute information specific to the Activities type. This data changes rarely and Crelate recommends caching…
Create Activity
Creates a new Activities record and returns its generated ID.
Update Activity
Partially updates an existing Activities record. Only fields included in the request body are modified; omitted fields a…
Delete Activity
Permanently deletes an Activity record by its unique identifier.
Create Activity With Attachment
Creates a new Activity record and simultaneously uploads and links one or more files as Artifacts via a multipart form…
List Applications
Records must match all filters provided unless the OR filter operator is specified. <br> If no sort_by is provided, the…
Get Application
Returns a single Applications record by its unique identifier. Returns a 404 if the record does not exist.
Get Application Info
Retrieves attribute information specific to the Applications type. This data changes rarely and Crelate recommends cachi…
Approve Application
Approved applicants will be moved to the next workflow stage, typically with a meaning of “in progress”.
Block Application
When an applicant is blocked, they are no longer visible and any future applications from that applicant will be discard…
Reject Application
Rejected applicants will be moved to a closed negative workflow stage.
Apply To Job
Submits an application to a Job and returns the created application ID. Depending on settings, applicants either route t…
List Companies
Records must match all filters provided unless the OR filter operator is specified.<br /> If no sort_by is provided, the…
Get Company
Returns a single Companies record by its unique identifier. Returns a 404 if the record does not exist.
Get Company Info
Retrieves attribute information specific to the Companies type. This data changes rarely and Crelate recommends caching…
Create Company
Creates a new Companies record and returns its generated ID.
Update Company
Partially updates an existing Companies record. Only fields included in the request body are modified; omitted fields ar…
Delete Company
Permanently deletes a Company record by its unique identifier.
Change Company Status
Available statuses can be retrieved by inspecting the results of the Companies metadata endpoint under the `EntityStatus…
List Companies By List
Returns Companies records that belong to the specified saved list.
Search Companies
Performs a keyword search against all Company records (name, phone, address, website, or other keyword). Returned data i…
List Contacts
Records must match all filters provided unless the OR filter operator is specified. <br> If no sort_by is provided, the…
Get Contact
Returns a single Contacts record by its unique identifier. Returns a 404 if the record does not exist.
Get Contact Info
Retrieves attribute information specific to the Contacts type. This data changes rarely and Crelate recommends caching i…
Create Contact
Creates a new Contacts record and returns its generated ID.
Update Contact
Partially updates an existing Contacts record. Only fields included in the request body are modified; omitted fields are…
Delete Contact
Permanently deletes a Contact record by its unique identifier.
Change Contact Status
Available statuses can be retrieved by inspecting the results of the Contacts metadata endpoint under the EntityStatus
List Contacts By List
Returns Contacts records that belong to the specified saved list.
Search Contacts
Performs a keyword search against all Contact records (name, contact number, phone, address, website, or other keyword)…
List Jobs
Returns a paged, filterable list of job records. Supports filtering by stage, company, tags, candidates, and more.
Get Job
Returns a single Jobs record by its unique identifier. Returns a 404 if the record does not exist.
Get Job Info
Retrieves attribute information specific to the Jobs type. This data changes rarely and Crelate recommends caching it.
Create Job
Creates a new Jobs record and returns its generated ID.
Update Job
Partially updates an existing Jobs record. Only fields included in the request body are modified; omitted fields are lef…
Delete Job
Permanently deletes a Job record by its unique identifier.
Add Contact To Job
Adds a single contact to the specified job’s recruiting pipeline at the given workflow stage.
Add Contacts To Job
Adds one or more contacts to the specified job’s recruiting pipeline at the given workflow stage.
Update Job Contact Workflow Status
This endpoint does not support handling workflow rules. Consider migrating to the Workflow Stage
Remove Contact From Job
Removes a contact from the specified job’s recruiting pipeline.
Update Job Posting
Updates the public-facing portal posting details for a job, such as title, description, location, and compensation. Only…
Disable Job Posting
Disables the job’s portal posting and removes it from any free job boards it was published to. The job record itself is…
List Jobs By List
Returns Jobs records that belong to the specified saved list.
Search Job Postings
Search Job postings for open Jobs that are not hidden against the Job’s title, description, compensation, city, state, z…
Search Jobs
Performs a keyword search against all Job records (name, job number, location, website, or other keyword). Returned data…
List Notes
Returns a paged list of note activities. Filter by parent record, date range, or other criteria.
Get Note
Returns a single note activity by its unique identifier.
Create Note
Creates a new note activity on a parent record. A ParentId is required.
Update Note
Partially updates a note activity. Only fields included in the request body are modified.
Delete Note
Permanently deletes a note activity by its unique identifier.
List Placements
Records must match all filters provided unless the OR filter operator is specified. <br> If no sort_by is provided, the…
Get Placement
Returns a single Placements record by its unique identifier. Returns a 404 if the record does not exist.
Get Placement Info
Retrieves attribute information specific to the Placements type. This data changes rarely and Crelate recommends caching…
Change Placement Status
Available statuses can be retrieved by inspecting the results of the Placements metadata endpoint under the `EntityStatu…
List Tasks
Returns a paged list of task activities. Filter by parent record, completion state, date range, or other criteria.
Get Task
Returns a single task activity by its unique identifier.
Create Task
Tasks will default to being incomplete (Completed = false) unless a value is provided.
Update Task
Partially updates a task activity. Only fields included in the request body are modified.
Delete Task
Permanently deletes a task activity by its unique identifier.

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
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Connector Profile

Crelate - API Key
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
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Link Account

Crelate - API Key
4

Use Actions

Invoke actions using one of the methods below: