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Overloop CRM APIs

Overloop is the best free CRM for small and medium businesses. Start more conversations, close more deals.

Developer

Overloop CRM APIs

Account Request URL

-

Base Endpoint

-

Leads

Get a list of leads.

/api/v1/leads

page, order

Leads

Create a new lead.

/api/v1/leads

email, first_name, last_name, company, address, city, state, zip, country, phone, email_opt_out, status, assigned_user_id, tags, custom_fields

Leads

Update a lead.

/api/v1/leads/{id}

email, first_name, last_name, company, address, city, state, zip, country, phone, email_opt_out, status, assigned_user_id, tags, custom_fields

Leads

Partially update a lead.

/api/v1/leads/{id}

email, first_name, last_name, company, address, city, state, zip, country, phone, email_opt_out, status, assigned_user_id, tags, custom_fields

Leads

Delete a lead.

/api/v1/leads/{id}

Contacts

Get a list of contacts.

/api/v1/contacts

page, order

Contacts

Create a new contact.

/api/v1/contacts

first_name, last_name, company, address, city, state, zip, country, phone, email, email_opt_out, status, assigned_user_id, tags, custom_fields

Contacts

Update a contact.

/api/v1/contacts/{id}

first_name, last_name, company, address, city, state, zip, country, phone, email, email_opt_out, status, assigned_user_id, tags, custom_fields

Contacts

Partially update a contact.

/api/v1/contacts/{id}

first_name, last_name, company, address, city, state, zip, country, phone, email, email_opt_out, status, assigned_user_id, tags, custom_fields

Contacts

Delete a contact.

/api/v1/contacts/{id}

Companies

Get a list of companies.

/api/v1/companies

page, order

Companies

Create a new company.

/api/v1/companies

name, address, city, state, zip, country, phone, website, email, email_opt_out, status, assigned_user_id, tags, custom_fields

Companies

Update a company.

/api/v1/companies/{id}

name, address, city, state, zip, country, phone, website, email, email_opt_out, status, assigned_user_id, tags, custom_fields

Companies

Partially update a company.

/api/v1/companies/{id}

name, address, city, state, zip, country, phone, website, email, email_opt_out, status, assigned_user_id, tags, custom_fields

Companies

Delete a company.

/api/v1/companies/{id}

Tasks

Get a list of tasks.

/api/v1/tasks

page, order

Tasks

Create a new task.

/api/v1/tasks

subject, description, due_date, priority, status, assigned_user_id, tags, custom_fields

Tasks

Update a task.

/api/v1/tasks/{id}

subject, description, due_date, priority, status, assigned_user_id, tags, custom_fields

Tasks

Partially update a task.

/api/v1/tasks/{id}

subject, description, due_date, priority, status, assigned_user_id, tags, custom_fields

Tasks

Delete a task.

/api/v1/tasks/{id}

Opportunities

Get a list of opportunities.

/api/v1/opportunities

page, order

Opportunities

Create a new opportunity.

/api/v1/opportunities

name, stage, amount, probability, close_date, assigned_user_id, tags, custom_fields

Opportunities

Update an opportunity.

/api/v1/opportunities/{id}

name, stage, amount, probability, close_date, assigned_user_id, tags, custom_fields

Opportunities

Partially update an opportunity.

/api/v1/opportunities/{id}

name, stage, amount, probability, close_date, assigned_user_id, tags, custom_fields

Opportunities

Delete an opportunity.

/api/v1/opportunities/{id}

Activities

Get a list of activities.

/api/v1/activities

page, order

Activities

Create a new activity.

/api/v1/activities

subject, description, activity_type, due_date, priority, status, assigned_user_id, tags, custom_fields

Activities

Update an activity.

/api/v1/activities/{id}

subject, description, activity_type, due_date, priority, status, assigned_user_id, tags, custom_fields

Activities

Partially update an activity.

/api/v1/activities/{id}

subject, description, activity_type, due_date, priority, status, assigned_user_id, tags, custom_fields

Activities

Delete an activity.

/api/v1/activities/{id}

Deals

Get a list of deals.

/api/v1/deals

page, order

Deals

Create a new deal.

/api/v1/deals

name, stage, amount, probability, close_date, assigned_user_id, tags, custom_fields

Deals

Update a deal.

/api/v1/deals/{id}

name, stage, amount, probability, close_date, assigned_user_id, tags, custom_fields

Deals

Partially update a deal.

/api/v1/deals/{id}

name, stage, amount, probability, close_date, assigned_user_id, tags, custom_fields

Deals

Delete a deal.

/api/v1/deals/{id}

Quotes

Get a list of quotes.

/api/v1/quotes

page, order

Quotes

Create a new quote.

/api/v1/quotes

name, quote_number, quote_date, expiration_date, discount, sub_total, tax_total, total, status, assigned_user_id, tags, custom_fields

Quotes

Update a quote.

/api/v1/quotes/{id}

name, quote_number, quote_date, expiration_date, discount, sub_total, tax_total, total, status, assigned_user_id, tags, custom_fields

Quotes

Partially update a quote.

/api/v1/quotes/{id}

name, quote_number, quote_date, expiration_date, discount, sub_total, tax_total, total, status, assigned_user_id, tags, custom_fields

Quotes

Delete a quote.

/api/v1/quotes/{id}

Invoices

Get a list of invoices.

/api/v1/invoices

page, order

Invoices

Create a new invoice.

/api/v1/invoices

invoice_number, invoice_date, due_date, discount, sub_total, tax_total, total, status, assigned_user_id, tags, custom_fields

Invoices

Update an invoice.

/api/v1/invoices/{id}

invoice_number, invoice_date, due_date, discount, sub_total, tax_total, total, status, assigned_user_id, tags, custom_fields

Invoices

Partially update an invoice.

/api/v1/invoices/{id}

invoice_number, invoice_date, due_date, discount, sub_total, tax_total, total, status, assigned_user_id, tags, custom_fields

Invoices

Delete an invoice.

/api/v1/invoices/{id}

Payments

Get a list of payments.

/api/v1/payments

page, order

Payments

Create a new payment.

/api/v1/payments

payment_method, amount, payment_date, reference_number, status, invoice_id, tags, custom_fields

Payments

Update a payment.

/api/v1/payments/{id}

payment_method, amount, payment_date, reference_number, status, invoice_id, tags, custom_fields

Payments

Partially update a payment.

/api/v1/payments/{id}

payment_method, amount, payment_date, reference_number, status, invoice_id, tags, custom_fields

Payments

Delete a payment.

/api/v1/payments/{id}

Custom Fields

Get a list of custom fields.

/api/v1/custom_fields

page, order

Custom Fields

Create a new custom field.

/api/v1/custom_fields

name, field_type, options, required, visibility, searchable, order

Custom Fields

Update a custom field.

/api/v1/custom_fields/{id}

name

Details

Provider

Country HQ

API Type

REST

Categories

CRM

Alternatives

Important URLs

Last Updated on

2024-04-03

Created At

2023-12-14

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