Operations (sample payloads)
Main operations
Add prospect to sequence
Add a prospect to a sequence in your Outreach account. Sample Input Sample Output
Create account
Create an account in your Outreach account. Sample Input Sample Output
Create call
Create a new call in your outreach account. Sample Input Sample Output
{
"data": {
"type": "call",
"id": 12345,
"attributes": \{
"answeredAt": "2023-05-15T14:30:00Z",
"completedAt": "2023-05-15T14:35:00Z",
"createdAt": "2023-05-15T14:29:55Z",
"dialedAt": "2023-05-15T14:29:58Z",
"direction": "outbound",
"from": "+14155551234",
"to": "+14155555678",
"note": "Discussed product features and pricing",
"outcome": "completed",
"recordingUrl": "https://example.com/recordings/call123.mp3",
"sequenceAction": "advance",
"state": "completed",
"stateChangedAt": "2023-05-15T14:35:00Z",
"tags": [
"sales",
"follow-up"
],
"updatedAt": "2023-05-15T14:35:05Z",
"userCallType": "outbound"
\},
"relationships": {
"callDisposition": {
"data": \{
"type": "callDisposition",
"id": 1
\}
},
"callPurpose": {
"data": \{
"type": "callPurpose",
"id": 2
\}
},
"prospect": {
"data": \{
"type": "prospect",
"id": 3456
\}
},
"user": {
"data": \{
"type": "user",
"id": 789
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/calls/12345"
}
}
}
Create call disposition
Create a new call disposition in your outreach account. Sample Input Sample Output
Create call purpose
Create a call purpose in your Outreach account. Sample Input Sample Output
Create compliance request
Create a new compliance request in your Outreach account. Sample Input
\{
"requester_email": "john.doe@example.com",
"request_type": "Delete",
"object_type": "Prospect",
"request_object_email": "jane.smith@company.com"
\}
Sample Output
Create mailing
Create a new mailing in your outreach account. Sample Input Sample Output
Create opportunity
Create an opportunity in your Outreach account. Sample Input Sample Output
Create opportunity prospect role
Create an opportunity prospect role in your Outreach account. Sample Input Sample Output
Create opportunity stage
Create an opportunity stage in your Outreach account. Sample Input Sample Output
Create prospect
Create a prospect in your Outreach account. Sample Input Sample Output
Create sequence
Create a sequence in your Outreach account. Sample Input Sample Output
Create sequence state
Create a sequence state in your Outreach account. Sample Input
{
"relationships": \{
"mailbox": 123,
"prospect": 456,
"sequence": 789
\}
}
Sample Output
Create stage
Create a stage in your Outreach account. Sample Input Sample Output
{
"data": {
"type": "stage",
"id": 123,
"attributes": \{
"color": "#4CAF50",
"createdAt": "2023-05-15T14:30:00Z",
"name": "Qualified Lead",
"order": 2,
"updatedAt": "2023-05-15T14:30:00Z"
\},
"relationships": {
"creator": {
"data": \{
"type": "user",
"id": 456
\}
},
"prospects": {
"links": {
"related": "https://api.outreach.io/api/v2/stages/123/prospects"
}
},
"updater": {
"data": \{
"type": "user",
"id": 456
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/stages/123"
}
}
}
Create task
Create a task in your Outreach account. Sample Input Sample Output
Delete account
Delete an account from your Outreach account, using their unique ID. Sample Input Sample Output
{
"deleted": true
}
Delete call
Deletes a call from your Outreach account, using their unique ID. Sample Input Sample Output
Delete call disposition
Delete an call disposition from your Outreach account, using their unique ID. Sample Input Sample Output
{
"deleted": true
}
Delete call purpose
Delete an call purpose from your Outreach account, using their unique ID. Sample Input Sample Output
Delete opportunity
Delete an opportunity from your Outreach account, using their unique ID. Sample Input Sample Output
{
"deleted": true
}
Delete opportunity prospect role
Delete an opportunity prospect role from your Outreach account, using their unique ID. Sample Input
{
"prospect_role_id": 12345
}
Sample Output
Delete opportunity stage
Delete an opportunity stage from your Outreach account, using their unique ID. Sample Input Sample Output
Delete prospect
Deletes a prospect from your Outreach account, using their unique ID. Sample Input Sample Output
{
"deleted": true
}
Delete sequence
Delete a sequence in your Outreach account, using their unique ID. Sample Input Sample Output
Delete sequence state
Delete a sequence state in your Outreach account, using it's unique ID. Sample Input Sample Output
{
"deleted": true
}
Delete stage
Delete a stage in your Outreach account, using their unique ID. Sample Input Sample Output
Delete task
Delete a task from your Outreach account, using their unique ID. Sample Input Sample Output
{
"deleted": true
}
Execute link
Execute a link provided by the Outreach API and return it's results. Note: only 'GET' requests will be performed. Sample Input Sample Output
{
"data": {
"type": "prospect",
"id": 123,
"attributes": \{
"firstName": "John",
"lastName": "Doe",
"email": "john.doe@example.com",
"title": "Sales Manager",
"company": "Acme Corp",
"createdAt": "2023-05-15T10:30:00Z",
"updatedAt": "2023-05-16T14:45:00Z"
\},
"relationships": {
"account": {
"data": \{
"type": "account",
"id": 456
\}
},
"owner": {
"data": \{
"type": "user",
"id": 789
\}
}
}
}
}
Get account
Gets an account from your Outreach account, using their unique ID. Sample Input Sample Output
Get call
Gets a call from your Outreach account, using their unique ID. Sample Input Sample Output
{
"data": {
"type": "call",
"id": 12345,
"attributes": \{
"answeredAt": "2023-05-15T14:30:00Z",
"direction": "outbound",
"from": "+14155551234",
"to": "+14155555678",
"state": "completed",
"outcome": "connected"
\},
"relationships": {
"user": {
"data": \{
"type": "user",
"id": 789
\}
},
"prospect": {
"data": \{
"type": "prospect",
"id": 456
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/calls/12345"
}
}
}
Get call disposition
Gets a call disposition from your Outreach account, using their unique ID. Sample Input Sample Output
Get call purpose
Gets a call purpose from your Outreach account, using their unique ID. Sample Input Sample Output
Get compliance request
Retrieve the details for a specific compliance request. Sample Input Sample Output
{
"data": {
"type": "complianceRequest",
"id": 12345,
"attributes": {
"batchComplianceRequestUuid": "b1c2d3e4-f5g6-h7i8-j9k0-l1m2n3o4p5q6",
"createdAt": "2023-06-15T10:30:00Z",
"objectType": "prospect",
"pii": {
"email": "john.doe@example.com"
},
"requestType": "delete",
"state": "completed"
},
"relationships": {
"requester": {
"data": \{
"type": "user",
"id": 67890
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/complianceRequests/12345"
}
}
}
Get event
Gets an event from your Outreach account, using their unique ID. Sample Input Sample Output
Get mailbox
Gets a mailbox from your Outreach account, using its unique ID. Sample Input Sample Output
Get mailing
Gets a mailing from your Outreach account, using its unique ID. Sample Input
\{
"mailing_id": 12345,
"fields": [
"subject",
"bodyHtml",
"createdAt",
"state",
"openCount"
]
\}
Sample Output
{
"data": {
"type": "mailing",
"id": 12345,
"attributes": \{
"subject": "Important Update: New Product Launch",
"bodyHtml": "<html><body><h1>Exciting News!</h1><p>We're thrilled to announce our new product launch...</p></body></html>",
"createdAt": "2023-05-15T10:30:00Z",
"state": "delivered",
"openCount": 157
\},
"relationships": {
"mailbox": {
"data": \{
"type": "mailbox",
"id": 789
\}
},
"prospect": {
"data": \{
"type": "prospect",
"id": 456
\}
},
"sequence": {
"data": \{
"type": "sequence",
"id": 101
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/mailings/12345"
}
}
}
Get opportunity
Gets an opportunity from your Outreach account, using their unique ID. Sample Input Sample Output
Get opportunity prospect role
Gets an opportunity prospect role from your Outreach account, using their unique ID. Sample Input Sample Output
Get opportunity stage
Gets an opportunity stage from your Outreach account, using their unique ID. Sample Input Sample Output
{
"data": {
"type": "opportunityStage",
"id": 123,
"attributes": \{
"color": "#4CAF50",
"createdAt": "2023-05-15T10:30:00Z",
"name": "Qualified",
"order": 2,
"updatedAt": "2023-05-15T10:30:00Z"
\},
"relationships": {
"creator": {
"data": \{
"type": "user",
"id": 456
\}
},
"opportunities": {
"links": {
"related": "https://api.outreach.io/api/v2/opportunityStages/123/opportunities"
}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/opportunityStages/123"
}
}
}
Get phone number
Gets a phone number of a prospect from your Outreach account, using the phone number ID. Sample Input Sample Output
Get prospect
Gets a prospect from your Outreach account, using their unique ID. Sample Input Sample Output
{
"data": {
"type": "prospect",
"id": 12345,
"attributes": \{
"firstName": "John",
"lastName": "Doe",
"emails": [
"john.doe@example.com"
],
"title": "Sales Manager",
"workPhones": [
"+1 (555) 123-4567"
],
"name": "John Doe",
"createdAt": "2023-05-15T10:30:00Z",
"updatedAt": "2023-05-15T10:30:00Z"
\},
"relationships": {
"account": {
"data": \{
"type": "account",
"id": 67890
\}
},
"owner": {
"data": \{
"type": "user",
"id": 54321
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/prospects/12345"
}
}
}
Get sequence
Gets a sequence from your Outreach account, using their unique ID. Sample Input
\{
"sequence_id": 123456,
"fields": [
"name",
"description",
"enabled",
"createdAt",
"updatedAt",
"tags"
]
\}
Sample Output
Get sequence state
Gets a sequence state from your Outreach account, using the sequence state ID. Sample Input Sample Output
Get sequence step
Gets a sequence step from your Outreach account, using their unique ID. Sample Input Sample Output
Get stage
Gets a stage from your Outreach account, using their unique ID. Sample Input Sample Output
{
"data": {
"type": "stage",
"id": 123,
"attributes": \{
"name": "Qualified",
"color": "#4CAF50",
"order": 2
\},
"relationships": {
"creator": {
"data": \{
"type": "user",
"id": 456
\}
},
"prospects": {
"links": {
"related": "https://api.outreach.io/api/v2/stages/123/prospects"
}
},
"updater": {
"data": \{
"type": "user",
"id": 789
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/stages/123"
}
}
}
Get task
Gets a task from your Outreach account, using their unique ID. Sample Input Sample Output
Get user
Gets a user from your Outreach account, using its unique ID. Sample Input Sample Output
List accounts
Get a list of accounts in your Outreach account. Sample Input Sample Output
List audits
Retrieve a list of events that happen during the day. Sample Input Sample Output
{
"links": \{
"first": "https://api.outreach.io/api/v2/audits?page[size]=50&sort=-timestamp",
"prev": null
\},
"data": [
{
"id": "12345",
"type": "audit",
"attributes": \{
"user": "john.doe@example.com",
"userId": 67890,
"requestIp": "192.168.1.100",
"timestamp": "2023-05-31T15:45:30Z",
"eventName": "login",
"orgId": "org_123456"
\}
},
{
"id": "12346",
"type": "audit",
"attributes": \{
"user": "jane.smith@example.com",
"userId": 67891,
"requestIp": "192.168.1.101",
"timestamp": "2023-05-31T14:30:15Z",
"eventName": "login",
"orgId": "org_123456"
\}
}
],
"meta": {
"count": 2
}
}
List call dispositions
List all call dispositions in your account Sample Input
{
"page_size": 50,
"filters": [
\{
"field": "outcome",
"criteria": "positive"
\}
],
"sort": \{
"sort_by": "name",
"sort_direction": "asc"
\},
"fields": [
"name",
"outcome",
"order"
]
}
Sample Output
List call purposes
List all call purposes in your account Sample Input
{
"page_size": 50,
"filters": [
\{
"field": "name",
"criteria": "Follow-up"
\}
],
"sort": \{
"sort_by": "order",
"sort_direction": "asc"
\},
"fields": [
"name",
"order",
"createdAt"
]
}
Sample Output
List compliance requests
Retrieve a list of regulatory requests to delete or export personal information. Sample Input Sample Output
List events
Get a list of events in your Outreach account. Sample Input Sample Output
List mail aliases
Get a list of alternative email names for a mailboxes in your Outreach account. Sample Input Sample Output
List mailboxes
Get a list of mailboxes in your Outreach account. Sample Input
{
"page_size": 2,
"fields": [
"email",
"emailProvider",
"createdAt",
"updatedAt"
],
"sort": \{
"sort_by": "createdAt",
"sort_direction": "desc"
\},
"filters": [
\{
"field": "emailProvider",
"criteria": "Gmail"
\}
]
}
Sample Output
List mailings
Get a list of mailings in your Outreach account. Sample Input Sample Output
{
"data": [
{
"type": "mailing",
"id": 12345,
"attributes": \{
"subject": "Follow-up on our recent conversation",
"createdAt": "2023-06-15T10:30:00Z",
"state": "delivered",
"mailingType": "sequence",
"openCount": 3,
"clickCount": 1
\},
"relationships": {
"prospect": {
"data": \{
"type": "prospect",
"id": 67890
\}
},
"sequence": {
"data": \{
"type": "sequence",
"id": 54321
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/mailings/12345"
}
},
{
"type": "mailing",
"id": 12346,
"attributes": \{
"subject": "Exclusive offer for you",
"createdAt": "2023-06-14T15:45:00Z",
"state": "opened",
"mailingType": "sequence",
"openCount": 2,
"clickCount": 0
\},
"relationships": {
"prospect": {
"data": \{
"type": "prospect",
"id": 67891
\}
},
"sequence": {
"data": \{
"type": "sequence",
"id": 54321
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/mailings/12346"
}
}
],
"meta": {
"count": 2
}
}
List opportunities
Get a list of opportunities in your Outreach account. Sample Input Sample Output
List opportunity prospect roles
Get a list of opportunity prospect roles in your Outreach account Sample Input Sample Output
List opportunity stages
Get a list of opportunity stages in your Outreach account. Sample Input
{
"page_size": 50,
"filters": [
\{
"field": "name",
"criteria": "Qualified"
\}
],
"sort": \{
"sort_by": "order",
"sort_direction": "asc"
\},
"fields": [
"name",
"order",
"color"
]
}
Sample Output
{
"data": [
{
"type": "opportunityStage",
"id": 1,
"attributes": \{
"name": "Qualified",
"order": 1,
"color": "#4CAF50"
\},
"relationships": {
"creator": {
"data": \{
"type": "user",
"id": 101
\}
},
"opportunities": {
"links": {
"related": "https://api.outreach.io/api/v2/opportunityStages/1/opportunities"
}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/opportunityStages/1"
}
},
{
"type": "opportunityStage",
"id": 2,
"attributes": \{
"name": "Discovery",
"order": 2,
"color": "#2196F3"
\},
"relationships": {
"creator": {
"data": \{
"type": "user",
"id": 102
\}
},
"opportunities": {
"links": {
"related": "https://api.outreach.io/api/v2/opportunityStages/2/opportunities"
}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/opportunityStages/2"
}
}
],
"meta": {
"count": 2
}
}
List phone numbers
Get a list of phone numbers of prospects in your Outreach account. Sample Input Sample Output
List prospects
Get a list of recent prospects in your Outreach account. Sample Input
{
"page_size": 2,
"filters": [
\{
"field": "company",
"criteria": "Acme Inc"
\}
],
"sort": \{
"sort_by": "createdAt",
"sort_direction": "desc"
\},
"fields": [
"firstName",
"lastName",
"company",
"title",
"emails"
]
}
Sample Output
List recipients
Get a list of recipients in your Outreach account. Sample Input Sample Output
{
"data": [
{
"type": "recipient",
"id": 12345,
"attributes": \{
"createdAt": "2023-05-15T10:30:00Z",
"emailHash": "a1b2c3d4e5f6g7h8i9j0",
"recipientType": "email",
"value": "john.doe@example.com"
\},
"links": {
"self": "https://api.outreach.io/api/v2/recipients/12345"
}
},
{
"type": "recipient",
"id": 12346,
"attributes": \{
"createdAt": "2023-05-14T15:45:00Z",
"emailHash": "k1l2m3n4o5p6q7r8s9t0",
"recipientType": "email",
"value": "jane.smith@example.com"
\},
"links": {
"self": "https://api.outreach.io/api/v2/recipients/12346"
}
}
],
"meta": {
"count": 2
},
"links": {
"first": "https://api.outreach.io/api/v2/recipients?page[limit]=50&sort=-createdAt"
}
}
List sequence states
Get a list of sequence states in your Outreach account. Sample Input Sample Output
{
"data": [
{
"type": "sequenceState",
"id": 12345,
"attributes": \{
"state": "active",
"createdAt": "2023-05-15T10:30:00Z",
"updatedAt": "2023-05-15T10:30:00Z",
"activeAt": "2023-05-15T10:30:00Z"
\},
"relationships": {
"sequence": {
"data": \{
"type": "sequence",
"id": 67890
\}
},
"prospect": {
"data": \{
"type": "prospect",
"id": 54321
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/sequenceStates/12345"
}
},
{
"type": "sequenceState",
"id": 12346,
"attributes": \{
"state": "active",
"createdAt": "2023-05-14T15:45:00Z",
"updatedAt": "2023-05-14T15:45:00Z",
"activeAt": "2023-05-14T15:45:00Z"
\},
"relationships": {
"sequence": {
"data": \{
"type": "sequence",
"id": 67891
\}
},
"prospect": {
"data": \{
"type": "prospect",
"id": 54322
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/sequenceStates/12346"
}
}
],
"meta": {
"count": 2
}
}
List sequence steps
Get a list of sequence steps in your Outreach account. Sample Input Sample Output
List sequences
Get a list of sequences in your Outreach account. Sample Input
{
"page_size": 2,
"filters": [
\{
"field": "name",
"criteria": "Welcome Sequence"
\}
],
"sort": \{
"sort_by": "createdAt",
"sort_direction": "desc"
\},
"fields": [
"name",
"description",
"createdAt",
"enabled"
]
}
Sample Output
List stages
Get a list of stages in your Outreach account. Sample Input Sample Output
List task priorities
Get a list of task priorities in your Outreach account. Sample Input Sample Output
List tasks
Get a list of recent tasks in your Outreach account. Sample Input Sample Output
{
"data": [
{
"type": "task",
"id": 12345,
"attributes": \{
"action": "Call",
"dueAt": "2023-06-15T10:00:00Z",
"note": "Follow up on proposal",
"state": "incomplete",
"taskType": "follow_up"
\},
"relationships": {
"prospect": {
"data": \{
"type": "prospect",
"id": 67890
\}
},
"owner": {
"data": \{
"type": "user",
"id": 11111
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/tasks/12345"
}
},
{
"type": "task",
"id": 12346,
"attributes": \{
"action": "Email",
"dueAt": "2023-06-20T14:30:00Z",
"note": "Send product demo",
"state": "incomplete",
"taskType": "demo"
\},
"relationships": {
"prospect": {
"data": \{
"type": "prospect",
"id": 67891
\}
},
"owner": {
"data": \{
"type": "user",
"id": 11112
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/tasks/12346"
}
}
],
"meta": {
"count": 2
}
}
List templates
Get a list of templates in your Outreach account. Sample Input Sample Output
List users
Get a list of users in your Outreach account. Sample Input Sample Output
Raw HTTP request (advanced)
Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication. Sample Input Sample Output
Set sequence state action
Set an action on a sequence state from your Outreach account, using it's unique ID. Sample Input Sample Output
Set task action
Set an action on a task from your Outreach account, using their unique ID. Sample Input Sample Output
Update account
Update an account by ID in your Outreach account. Sample Input Sample Output
Update call disposition
Update a call disposition in your outreach account. Sample Input
{
"call_disposition_id": 123,
"attributes": \{
"name": "Follow-up Required",
"order": 2,
"outcome": "completed"
\}
}
Sample Output
Update call purpose
Update a call purpose in your outreach account. Sample Input
{
"call_purpose_id": 123,
"attributes": \{
"name": "Follow-up Call",
"order": 2
\}
}
Sample Output
Update opportunity
Update an opportunity by ID in your Outreach account. Sample Input Sample Output
Update opportunity prospect role
Update an opportunity by ID in your Outreach account. Sample Input Sample Output
Update opportunity stage
Update an opportunity stage by ID in your Outreach account. Sample Input Sample Output
{
"data": {
"type": "opportunityStage",
"id": 123,
"attributes": \{
"color": "#FFA500",
"createdAt": "2023-05-15T10:30:00Z",
"name": "Negotiation",
"order": 3,
"updatedAt": "2023-05-15T14:45:00Z"
\},
"relationships": {
"creator": {
"data": \{
"type": "user",
"id": 456
\}
},
"opportunities": {
"links": {
"related": "https://api.outreach.io/api/v2/opportunityStages/123/opportunities"
}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/opportunityStages/123"
}
}
}
Update stage
Update a stage by ID in your Outreach account. Sample Input
{
"stage_id": 123,
"attributes": \{
"name": "Qualified Lead",
"color": "#4287f5",
"order": 2
\}
}
Sample Output
{
"data": {
"type": "stage",
"id": 123,
"attributes": \{
"color": "#4287f5",
"createdAt": "2023-05-15T10:30:00Z",
"name": "Qualified Lead",
"order": 2,
"updatedAt": "2023-05-15T14:45:00Z"
\},
"relationships": {
"creator": {
"data": \{
"type": "user",
"id": 456
\}
},
"prospects": {
"links": {
"related": "https://api.outreach.io/api/v2/stages/123/prospects"
}
},
"updater": {
"data": \{
"type": "user",
"id": 789
\}
}
},
"links": {
"self": "https://api.outreach.io/api/v2/stages/123"
}
}
}
DDL operations
List accounts (DDL)
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input Sample Output
{
"data": [
{
"id": 1234,
"name": "Acme Corporation",
"domain": "acmecorp.com",
"createdAt": "2023-05-15T10:30:00Z",
"updatedAt": "2023-05-15T10:30:00Z",
"customFields": \{
"industry": "Technology",
"employeeCount": 500
\}
},
{
"id": 5678,
"name": "Global Innovations Ltd",
"domain": "globalinnovations.com",
"createdAt": "2023-05-14T09:15:00Z",
"updatedAt": "2023-05-15T14:45:00Z",
"customFields": \{
"industry": "Manufacturing",
"employeeCount": 1000
\}
}
],
"meta": \{
"total": 2,
"count": 2,
"hasMore": false
\}
}
List call dispositions (DDL)
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input Sample Output
[
\{
"id": 1,
"name": "Interested",
"description": "Prospect showed interest in our product"
\},
\{
"id": 2,
"name": "Not Interested",
"description": "Prospect explicitly stated they are not interested"
\},
\{
"id": 3,
"name": "Call Back Later",
"description": "Prospect requested to be contacted at a later time"
\},
\{
"id": 4,
"name": "Wrong Number",
"description": "The number dialed was incorrect or no longer in service"
\},
\{
"id": 5,
"name": "Voicemail",
"description": "Left a voicemail message for the prospect"
\}
]
List call purposes (DDL)
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input Sample Output
[
\{
"id": 1,
"name": "Introduction",
"description": "Initial call to introduce our product or service"
\},
\{
"id": 2,
"name": "Follow-up",
"description": "Follow-up call after initial contact"
\},
\{
"id": 3,
"name": "Demo Request",
"description": "Schedule a product demonstration"
\},
\{
"id": 4,
"name": "Proposal Discussion",
"description": "Discuss proposal details with the prospect"
\},
\{
"id": 5,
"name": "Closing",
"description": "Final call to close the deal"
\}
]
List mailboxes (DDL)
Sample Input Sample Output
[
\{
"id": 1234,
"name": "Sales Team Mailbox",
"email": "sales@company.com",
"created_at": "2023-05-15T10:30:00Z",
"updated_at": "2023-05-15T10:30:00Z"
\},
\{
"id": 5678,
"name": "Support Team Mailbox",
"email": "support@company.com",
"created_at": "2023-05-15T11:15:00Z",
"updated_at": "2023-05-15T11:15:00Z"
\},
\{
"id": 9012,
"name": "Marketing Team Mailbox",
"email": "marketing@company.com",
"created_at": "2023-05-15T12:00:00Z",
"updated_at": "2023-05-15T12:00:00Z"
\}
]
List opportunities (DDL)
Sample Input Sample Output
{
"opportunities": [
\{
"id": 123456,
"name": "Enterprise Software Deal",
"amount": 100000,
"stage": "Proposal",
"probability": 60,
"closeDate": "2023-12-31",
"accountId": 789012,
"ownerId": 345678,
"createdAt": "2023-06-15T10:30:00Z",
"updatedAt": "2023-06-20T14:45:00Z"
\},
\{
"id": 234567,
"name": "Cloud Migration Project",
"amount": 75000,
"stage": "Negotiation",
"probability": 80,
"closeDate": "2023-09-30",
"accountId": 890123,
"ownerId": 456789,
"createdAt": "2023-05-01T09:00:00Z",
"updatedAt": "2023-06-18T11:20:00Z"
\}
]
}
List opportunity stages (DDL)
Sample Input Sample Output
[
\{
"id": 1,
"name": "Qualification",
"value": "qualification"
\},
\{
"id": 2,
"name": "Discovery",
"value": "discovery"
\},
\{
"id": 3,
"name": "Proposal",
"value": "proposal"
\},
\{
"id": 4,
"name": "Negotiation",
"value": "negotiation"
\},
\{
"id": 5,
"name": "Closed Won",
"value": "closed_won"
\},
\{
"id": 6,
"name": "Closed Lost",
"value": "closed_lost"
\}
]
List phone numbers (DDL)
Sample Input Sample Output
[
\{
"id": 1,
"number": "+1 (555) 123-4567",
"type": "mobile",
"primary": true
\},
\{
"id": 2,
"number": "+1 (555) 987-6543",
"type": "work",
"primary": false
\},
\{
"id": 3,
"number": "+1 (555) 246-8135",
"type": "home",
"primary": false
\}
]
List prospects (DDL)
Sample Input
{}
Sample Output
List sequence states (DDL)
Sample Input Sample Output
List sequence steps (DDL)
Sample Input Sample Output
[
{
"id": 123456,
"sequenceId": 78901,
"stepType": "email",
"title": "Initial Outreach",
"order": 1,
"waitDuration": 2,
"waitUnit": "days",
"emailSubject": "Introducing Our Product",
"emailBody": "Dear \{\{prospect.firstName\}\},\n\nI hope this email finds you well...",
"enabled": true,
"createdAt": "2023-05-15T10:30:00Z",
"updatedAt": "2023-05-15T10:30:00Z"
},
\{
"id": 123457,
"sequenceId": 78901,
"stepType": "call",
"title": "Follow-up Call",
"order": 2,
"waitDuration": 3,
"waitUnit": "days",
"callInstructions": "Mention the email sent and ask if they have any questions.",
"enabled": true,
"createdAt": "2023-05-15T10:31:00Z",
"updatedAt": "2023-05-15T10:31:00Z"
\},
{
"id": 123458,
"sequenceId": 78901,
"stepType": "email",
"title": "Final Follow-up",
"order": 3,
"waitDuration": 5,
"waitUnit": "days",
"emailSubject": "Quick check-in",
"emailBody": "Hi \{\{prospect.firstName\}\},\n\nI wanted to follow up on our previous communication...",
"enabled": true,
"createdAt": "2023-05-15T10:32:00Z",
"updatedAt": "2023-05-15T10:32:00Z"
}
]
List sequences (DDL)
Sample Input Sample Output
List stages (DDL)
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input Sample Output
{
"data": [
\{
"id": 1,
"name": "Prospecting",
"type": "default",
"createdAt": "2023-05-01T10:00:00Z",
"updatedAt": "2023-05-01T10:00:00Z"
\},
\{
"id": 2,
"name": "Qualified",
"type": "default",
"createdAt": "2023-05-01T10:01:00Z",
"updatedAt": "2023-05-01T10:01:00Z"
\},
\{
"id": 3,
"name": "Demo Scheduled",
"type": "custom",
"createdAt": "2023-05-02T14:30:00Z",
"updatedAt": "2023-05-02T14:30:00Z"
\},
\{
"id": 4,
"name": "Proposal Sent",
"type": "custom",
"createdAt": "2023-05-03T09:15:00Z",
"updatedAt": "2023-05-03T09:15:00Z"
\},
\{
"id": 5,
"name": "Closed Won",
"type": "default",
"createdAt": "2023-05-01T10:02:00Z",
"updatedAt": "2023-05-01T10:02:00Z"
\}
],
"meta": \{
"count": 5,
"total_pages": 1,
"current_page": 1
\}
}
List task priorities (DDL)
Sample Input Sample Output
[
\{
"id": 1,
"name": "High",
"color": "red"
\},
\{
"id": 2,
"name": "Medium",
"color": "yellow"
\},
\{
"id": 3,
"name": "Low",
"color": "green"
\},
\{
"id": 4,
"name": "Urgent",
"color": "purple"
\}
]
List templates (DDL)
Sample Input
{}
Sample Output
List users (DDL)
Sample Input Sample Output