LeadDocket

Retrieve a paginated list of leads filtered by status ID with optional sub-status filtering and sort order

Retrieve all leads updated since a given date, covering both status changes and edit events

Retrieve full details of a single lead by ID including contact info, notes, messages, files, and custom fields

Retrieve basic information for a single lead without notes, messages, and other nested lists

Update properties of an existing lead such as case type, summary, incident date, office, and source

Change the status of a lead with optional sub-status, severity level, assigned users, and notes

Add a new note to a specified lead

Create a new contact with name, address, phone, email, and other details

Retrieve a single contact by ID with full details including custom fields and tags

Update an existing contact’s name, address, phone, email, and other properties

Search for contacts by name, email, or phone number

Retrieve all contacts updated since a given date with pagination

Retrieve full details of an opportunity by ID including contact info, status, and custom fields

Retrieve all opportunities that have not been processed into leads

Retrieve all opportunities created since a specific date with pagination

Retrieve all opportunities updated since a specific date with pagination

Retrieve a list of all LeadDocket users with their roles and permissions

Retrieve a single user by ID with roles and permissions

Retrieve users assigned to a specific role by role ID

Retrieve all lead statuses with their sub-statuses and configuration

Retrieve a single status by ID with its sub-statuses and configuration

Retrieve all tasks for a specific lead

Retrieve a single task by ID

Create a new task on a lead with summary, start date, assigned user, and type

Update an existing task’s summary, start date, assigned user, type, or completion status

Delete a task by ID