CRM
Common Guides
API Reference
- Accounts
- Contacts
- Custom Field Definitions
- Lists
Creates a new Contact
curl --request POST \
--url https://api.stackone.com/unified/crm/contacts \
--header 'Authorization: Basic <encoded-value>' \
--header 'Content-Type: application/json' \
--header 'x-account-id: <x-account-id>' \
--data '{
"first_name": "Steve",
"last_name": "Wozniak",
"company_name": "Apple Inc.",
"emails": [
"steve@apple.com"
],
"phone_numbers": [
"123-456-7890"
],
"deal_ids": [
"deal-001",
"deal-002"
],
"account_ids": [
"account-123",
"account-456"
],
"custom_fields": [
{
"id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"remote_id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"name": "Training Completion Status",
"value": "Completed",
"value_id": "value_456",
"remote_value_id": "e3cb75bf-aa84-466e-a6c1-b8322b257a48"
}
],
"passthrough": {
"other_known_names": "John Doe"
}
}'
{
"data": {
"id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"remote_id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"unified_custom_fields": {
"my_project_custom_field_1": "REF-1236",
"my_project_custom_field_2": "some other value"
},
"first_name": "Steve",
"last_name": "Wozniak",
"company_name": "Apple Inc.",
"emails": [
"steve@apple.com"
],
"phone_numbers": [
"123-456-7890"
],
"deal_ids": [
"deal-001",
"deal-002"
],
"remote_deal_ids": [
"e3cb75bf-aa84-466e-a6c1-b8322b257a48",
"e3cb75bf-aa84-466e-a6c1-b8322b257a49"
],
"account_ids": [
"account-123",
"account-456"
],
"remote_account_ids": [
"e3cb75bf-aa84-466e-a6c1-b8322b257a48",
"e3cb75bf-aa84-466e-a6c1-b8322b257a49"
],
"custom_fields": [
{
"id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"remote_id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"name": "Training Completion Status",
"value": "Completed",
"value_id": "value_456",
"remote_value_id": "e3cb75bf-aa84-466e-a6c1-b8322b257a48"
}
],
"created_at": "2021-01-01T01:01:01.000Z",
"updated_at": "2021-01-01T01:01:01.000Z"
},
"raw": [
{
"method": "<string>",
"url": "<string>",
"body": "<string>",
"response": {}
}
]
}
Authorizations
Basic authentication header of the form Basic <encoded-value>
, where <encoded-value>
is the base64-encoded string username:password
.
Headers
The account identifier
Body
The contact first name
"Steve"
The contact last name
"Wozniak"
The contact company name
"Apple Inc."
List of contact email addresses
["steve@apple.com"]
List of contact phone numbers
["123-456-7890"]
List of associated deal IDs
["deal-001", "deal-002"]
List of associated account IDs
["account-123", "account-456"]
Contact custom fields
Unique identifier
"8187e5da-dc77-475e-9949-af0f1fa4e4e3"
Provider's unique identifier
"8187e5da-dc77-475e-9949-af0f1fa4e4e3"
The name of the custom field.
"Training Completion Status"
The value associated with the custom field.
"Completed"
The unique identifier for the value of the custom field.
"value_456"
Provider's unique identifier for the value of the custom field.
"e3cb75bf-aa84-466e-a6c1-b8322b257a48"
Value to pass through to the provider
{ "other_known_names": "John Doe" }
Response
Unique identifier
"8187e5da-dc77-475e-9949-af0f1fa4e4e3"
Provider's unique identifier
"8187e5da-dc77-475e-9949-af0f1fa4e4e3"
Custom Unified Fields configured in your StackOne project
{
"my_project_custom_field_1": "REF-1236",
"my_project_custom_field_2": "some other value"
}
The contact first name
"Steve"
The contact last name
"Wozniak"
The contact company name
"Apple Inc."
List of contact email addresses
["steve@apple.com"]
List of contact phone numbers
["123-456-7890"]
List of associated deal IDs
["deal-001", "deal-002"]
Provider's list of associated deal IDs
[
"e3cb75bf-aa84-466e-a6c1-b8322b257a48",
"e3cb75bf-aa84-466e-a6c1-b8322b257a49"
]
List of associated account IDs
["account-123", "account-456"]
Provider's list of associated account IDs
[
"e3cb75bf-aa84-466e-a6c1-b8322b257a48",
"e3cb75bf-aa84-466e-a6c1-b8322b257a49"
]
Contact custom fields
Unique identifier
"8187e5da-dc77-475e-9949-af0f1fa4e4e3"
Provider's unique identifier
"8187e5da-dc77-475e-9949-af0f1fa4e4e3"
The name of the custom field.
"Training Completion Status"
The value associated with the custom field.
"Completed"
The unique identifier for the value of the custom field.
"value_456"
Provider's unique identifier for the value of the custom field.
"e3cb75bf-aa84-466e-a6c1-b8322b257a48"
Timestamp when the contact was created
"2021-01-01T01:01:01.000Z"
Timestamp when the contact was last updated
"2021-01-01T01:01:01.000Z"
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curl --request POST \
--url https://api.stackone.com/unified/crm/contacts \
--header 'Authorization: Basic <encoded-value>' \
--header 'Content-Type: application/json' \
--header 'x-account-id: <x-account-id>' \
--data '{
"first_name": "Steve",
"last_name": "Wozniak",
"company_name": "Apple Inc.",
"emails": [
"steve@apple.com"
],
"phone_numbers": [
"123-456-7890"
],
"deal_ids": [
"deal-001",
"deal-002"
],
"account_ids": [
"account-123",
"account-456"
],
"custom_fields": [
{
"id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"remote_id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"name": "Training Completion Status",
"value": "Completed",
"value_id": "value_456",
"remote_value_id": "e3cb75bf-aa84-466e-a6c1-b8322b257a48"
}
],
"passthrough": {
"other_known_names": "John Doe"
}
}'
{
"data": {
"id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"remote_id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"unified_custom_fields": {
"my_project_custom_field_1": "REF-1236",
"my_project_custom_field_2": "some other value"
},
"first_name": "Steve",
"last_name": "Wozniak",
"company_name": "Apple Inc.",
"emails": [
"steve@apple.com"
],
"phone_numbers": [
"123-456-7890"
],
"deal_ids": [
"deal-001",
"deal-002"
],
"remote_deal_ids": [
"e3cb75bf-aa84-466e-a6c1-b8322b257a48",
"e3cb75bf-aa84-466e-a6c1-b8322b257a49"
],
"account_ids": [
"account-123",
"account-456"
],
"remote_account_ids": [
"e3cb75bf-aa84-466e-a6c1-b8322b257a48",
"e3cb75bf-aa84-466e-a6c1-b8322b257a49"
],
"custom_fields": [
{
"id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"remote_id": "8187e5da-dc77-475e-9949-af0f1fa4e4e3",
"name": "Training Completion Status",
"value": "Completed",
"value_id": "value_456",
"remote_value_id": "e3cb75bf-aa84-466e-a6c1-b8322b257a48"
}
],
"created_at": "2021-01-01T01:01:01.000Z",
"updated_at": "2021-01-01T01:01:01.000Z"
},
"raw": [
{
"method": "<string>",
"url": "<string>",
"body": "<string>",
"response": {}
}
]
}