Clientbook APIs

Mobile client management solution built specifically for the unique challenges and experiences of retail.

Developer

APIs

SDKs

Integrations

Clientbook APIs

Account Request URL

https://support.clientbookcrm.com/support/solutions/folders/1000130516

Base Endpoint

Accounts

Get a list of your customer accounts.

accounts

limit, page_token, process_after

Accounts

Create a new customer account.

accounts

account

Accounts

Get a list of your team members with access to this account.

accounts/{account_id}/teamMembers

limit, page_token

Accounts

Add a member to the team of this account.

accounts/{account_id}/teamMembers

team_member

Accounts

Update the details of the team member.

accounts/{account_id}/teamMembers/{member_id}

team_member

Accounts

Remove a member from the team.

accounts/{account_id}/teamMembers/{member_id}

AccountsLinked

Get a list of all linked accounts.

accounts_linked

limit, page_token

AccountsLinked

Link an account to your organization.

accounts_linked

account_linked

AccountsLinked

Unlink an account from your organization.

accounts_linked/{account_linked_id}

Activities

Get a list of activities for a customer.

activities

limit, page_token, process_after

Activities

Create a new activity.

activities

activity

Activities

Delete a single activity.

activities/{activity_id}

ActivityTypes

Get a list of all activity types.

activity_types

limit, page_token, process_after

Addresses

Create a new address for a customer.

addresses

address

Addresses

Get a list of addresses of a customer.

addresses

limit, page_token, process_after

Addresses

Update the details of the address.

addresses/{address_id}

address

Addresses

Delete an address of a customer.

addresses/{address_id}

CaseCategories

Get a list of case categories.

case_categories

limit, page_token, process_after

Cases

Get a list of cases.

cases

limit, page_token, process_after

Cases

Create a new case.

cases

case

Cases

Delete a single case.

cases/{case_id}

Contacts

Get a list of contacts for a customer.

contacts

limit, page_token, process_after

Contacts

Create a new contact.

contacts

contact

Contacts

Get a list of files for a contact.

contacts/{contact_id}/files

limit, page_token, process_after

Contacts

Delete a single contact.

contacts/{contact_id}

ContactsLinked

Link a contact to your organization.

contacts_linked

contact_linked

ContactsLinked

Unlink a contact from your organization.

contacts_linked/{contact_linked_id}

CustomFields

Get a list of custom fields.

custom_fields

limit, page_token, process_after

CustomFields

Create a new custom field.

custom_fields

custom_field

CustomFields

Update the details of the field.

custom_fields/{custom_field_id}

custom_field

CustomFields

Delete a field.

custom_fields/{custom_field_id}

Dashboards

Get a list of dashboards.

dashboards

limit, page_token, process_after

Dashboards

Create a new dashboard.

dashboards

dashboard

Dashboards

Update the details of the dashboard.

dashboards/{dashboard_id}

dashboard

Dashboards

Delete a dashboard.

dashboards/{dashboard_id}

Files

Get a list of files for a customer.

files

limit, page_token, process_after

Files

Upload a file to Clientbook.

files

file

Files

Delete a single file.

files/{file_id}

Forms

Create a new form.

forms

form

Forms

Get a list of forms.

forms

limit, page_token, process_after

Forms

Get the details of the form.

forms/{form_id}

Forms

Update the details of the form.

forms/{form_id}

form

Forms

Delete a form.

forms/{form_id}

FormSubmissions

Get a list of submissions for a form.

form_submissions

limit, page_token, process_after

FormSubmissions

Get the details of the submission.

form_submissions/{form_submission_id}

Notes

Create a new note.

notes

note

Notes

Get a list of notes.

notes

limit, page_token, process_after

Notes

Update the details of the note.

notes/{note_id}

note

Notes

Delete a single note.

notes/{note_id}

Opportunities

Get a list of opportunities.

opportunities

limit, page_token, process_after

Opportunities

Create a new opportunity.

opportunities

opportunity

Opportunities

Update the details of the opportunity.

opportunities/{opportunity_id}

opportunity

Opportunities

Delete a single opportunity.

opportunities/{opportunity_id}

Periods

Get a list of periods.

periods

limit, page_token, process_after

Projects

Get a list of projects.

projects

limit, page_token, process_after

Projects

Create a new project.

projects

project

Projects

Update the details of the project.

projects/{project_id}

project

Projects

Delete a single project.

projects/{project_id}

Tasks

Get a list of tasks.

tasks

limit, page_token, process_after

Tasks

Create a new task.

tasks

task

Tasks

Update the details of the task.

tasks/{task_id}

task

Tasks

Delete a single task.

tasks/{task_id}

Webhooks

Create a new webhook.

webhooks

webhook

Webhooks

Get a list of webhooks.

webhooks

limit, page_token, process_after

Webhooks

Delete a webhook.

webhooks/{webhook_id}

Details

Provider

Clientbook

Country HQ

API Type

REST

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We do our best to ensure that the data we release is complete, accurate, and useful. However, because we are not able to verify all the data, and because the processing required to make the data useful is complex, we cannot be held liable for omissions or inaccuracies.