Redtail CRM APIs
Account Request URL
-Base Endpoint
-
Activities
Retrieve a collection of Activities
api/activities
activityTypeId, assigneeId, assignedTo, createdById, createdOn, description, endDate, id, includeDeleted, isCompleted, isPrivate, lastModifiedById, lastModifiedOn, location, priorityId, relatedEventId, relatedObjectId, relatedObjectType, startDate, statusId, subject, tags, timeSpentInMinutes, type
Activities
Create a new Activity
api/activities
activityTypeId, assigneeId, assignedTo, createdById, createdOn, description, endDate, id, includeDeleted, isCompleted, isPrivate, lastModifiedById, lastModifiedOn, location, priorityId, relatedEventId, relatedObjectId, relatedObjectType, startDate, statusId, subject, tags, timeSpentInMinutes, type
Activities
Update an Activity
api/activities/{id}
activityTypeId, assigneeId, assignedTo, createdById, createdOn, description, endDate, id, includeDeleted, isCompleted, isPrivate, lastModifiedById, lastModifiedOn, location, priorityId, relatedEventId, relatedObjectId, relatedObjectType, startDate, statusId, subject, tags, timeSpentInMinutes, type
Activities
Delete an Activity
api/activities/{id}
Addresses
Retrieve a collection of Addresses
api/addresses
changedById, changedOn, city, country, createdById, createdOn, id, isBillingAddress, isMailingAddress, isOtherAddress, isPrimaryAddress, label, lastModifiedById, lastModifiedOn, line1, line2, line3, postalCode, state, suite, tags, type
Addresses
Create a new Address
api/addresses
changedById, changedOn, city, country, createdById, createdOn, id, isBillingAddress, isMailingAddress, isOtherAddress, isPrimaryAddress, label, lastModifiedById, lastModifiedOn, line1, line2, line3, postalCode, state, suite, tags, type
Addresses
Update an Address
api/addresses/{id}
changedById, changedOn, city, country, createdById, createdOn, id, isBillingAddress, isMailingAddress, isOtherAddress, isPrimaryAddress, label, lastModifiedById, lastModifiedOn, line1, line2, line3, postalCode, state, suite, tags, type
Addresses
Delete an Address
api/addresses/{id}
Attachments
Retrieve a collection of Attachments
api/attachments
clientId, contactId, createdById, createdOn, description, extension, fileName, fileSize, id, isPrivate, lastModifiedById, lastModifiedOn, mimeType, noteId, objectId, objectType, originalFileName, ownerType, seqNo, size, tags, type
Attachments
Create a new Attachment
api/attachments
clientId, contactId, createdById, createdOn, description, extension, fileName, fileSize, id, isPrivate, lastModifiedById, lastModifiedOn, mimeType, noteId, objectId, objectType, originalFileName, ownerType, seqNo, size, tags, type
Attachments
Update an Attachment
api/attachments/{id}
clientId, contactId, createdById, createdOn, description, extension, fileName, fileSize, id, isPrivate, lastModifiedById, lastModifiedOn, mimeType, noteId, objectId, objectType, originalFileName, ownerType, seqNo, size, tags, type
Attachments
Delete an Attachment
api/attachments/{id}
Birthdays
Retrieve a collection of Birthdays
api/birthdays
contactId, createdById, createdOn, date, description, id, isPrivate, lastModifiedById, lastModifiedOn, notificationSentDate, objectId, objectType, ownerId, ownerType, priorityId, showNotification, subject, tags, type
Birthdays
Create a new Birthday
api/birthdays
contactId, createdById, createdOn, date, description, id, isPrivate, lastModifiedById, lastModifiedOn, notificationSentDate, objectId, objectType, ownerId, ownerType, priorityId, showNotification, subject, tags, type
Birthdays
Update a Birthday
api/birthdays/{id}
contactId, createdById, createdOn, date, description, id, isPrivate, lastModifiedById, lastModifiedOn, notificationSentDate, objectId, objectType, ownerId, ownerType, priorityId, showNotification, subject, tags, type
Birthdays
Delete a Birthday
api/birthdays/{id}
Calendars
Retrieve a collection of Calendars
api/calendars
color, createdById, createdOn, displayName, id, includeDeleted, isMasterCalendar, lastModifiedById, lastModifiedOn, owner, ownerId, ownerType, tags, type
Calendars
Create a new Calendar
api/calendars
color, createdById, createdOn, displayName, id, includeDeleted, isMasterCalendar, lastModifiedById, lastModifiedOn, owner, ownerId, ownerType, tags, type
Calendars
Update a Calendar
api/calendars/{id}
color, createdById, createdOn, displayName, id, includeDeleted, isMasterCalendar, lastModifiedById, lastModifiedOn, owner, ownerId, ownerType, tags, type
Calendars
Delete a Calendar
api/calendars/{id}
ClientPortals
Retrieve a collection of Client Portals
api/clientportals
clientId, createdById, createdOn, email, id, isEnabled, lastModifiedById, lastModifiedOn, name, primaryLoginId, type
ClientPortals
Create a new Client Portal
api/clientportals
clientId, createdById, createdOn, email, id, isEnabled, lastModifiedById, lastModifiedOn, name, primaryLoginId, type
ClientPortals
Update a Client Portal
api/clientportals/{id}
clientId, createdById, createdOn, email, id, isEnabled, lastModifiedById, lastModifiedOn, name, primaryLoginId, type
ClientPortals
Delete a Client Portal
api/clientportals/{id}
Clients
Retrieve a collection of Clients
api/clients
accountId, addressId, advisorId, annualRevenue, assets, assistantName, assistantPhone, billingAddressId, billingContactId, businessName, changedById, changedOn, city, classificationId, companyName, contactId, contribMargin, country, createdById, createdOn, dbaName, email, fax, firstName, fullName, hasAccountAccess, householdId, id, industryId, industryTypeId, isArchived, isBlacklisted, isCompany, isIndividual, isMailingAddressSameAsBilling, isProspect, isSSNrequired, lastName, lastModifiedById, lastModifiedOn, leadSource, mailingAddressId, mailingContactId, masterClientId, middleName, mobilePhone, name, netIncome, notes, numberOfEmployees, officePhone, owner, ownerId, ownerType, postalCode, primaryContactId, priorityId, rating, referralSource, relationshipStatusId, revenue, seqNo, sicCode, socialSecurityNumber, sourceId, state, suffix, tags, taxId, title, totalAccounts, totalContacts, type, website, yearsInBusiness, zip
Clients
Create a new Client
api/clients
accountId, addressId, advisorId, annualRevenue, assets, assistantName, assistantPhone, billingAddressId, billingContactId, businessName, changedById, changedOn, city, classificationId, companyName, contactId, contribMargin, country, createdById, createdOn, dbaName, email, fax, firstName, fullName, hasAccountAccess, householdId, id, industryId, industryTypeId, isArchived, isBlacklisted, isCompany, isIndividual, isMailingAddressSameAsBilling, isProspect, isSSNrequired, lastName, lastModifiedById, lastModifiedOn, leadSource, mailingAddressId, mailingContactId, masterClientId, middleName, mobilePhone, name, netIncome, notes, numberOfEmployees, officePhone, owner, ownerId, ownerType, postalCode, primaryContactId, priorityId, rating, referralSource, relationshipStatusId, revenue, seqNo, sicCode, socialSecurityNumber, sourceId, state, suffix, tags, taxId, title, totalAccounts, totalContacts, type, website, yearsInBusiness, zip
Clients
Update a Client
api/clients/{id}
accountId, addressId, advisorId, annualRevenue, assets, assistantName, assistantPhone, billingAddressId, billingContactId, businessName, changedById, changedOn, city, classificationId, companyName, contactId, contribMargin, country, createdById, createdOn, dbaName, email, fax, firstName, fullName, hasAccountAccess, householdId, id, industryId, industryTypeId, isArchived, isBlacklisted, isCompany, isIndividual, isMailingAddressSameAsBilling, isProspect, isSSNrequired, lastName, lastModifiedById, lastModifiedOn, leadSource, mailingAddressId, mailingContactId, masterClientId, middleName, mobilePhone, name, netIncome, notes, numberOfEmployees, officePhone, owner, ownerId, ownerType, postalCode, primaryContactId, priorityId, rating, referralSource, relationshipStatusId, revenue, seqNo, sicCode, socialSecurityNumber, sourceId, state, suffix, tags, taxId, title, totalAccounts, totalContacts, type, website, yearsInBusiness, zip
Clients
Delete a Client
api/clients/{id}
Contacts
Retrieve a collection of Contacts
api/contacts
accountId, addressId, birthdate, changedById, changedOn, city, clientId, companyName, contactType, country, createdById, createdOn, email, fax, firstName, fullName, gender, hasAccessToClientPortal,
Details
Provider
Country HQ
API Type
Categories
Alternatives
Important URLs
Last Updated on
Created At
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