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Solve CRM APIs

Solve is a powerful and modern CRM that has integrated features for managing client projects. For small teams it is an ideal and flexible solution. Formerly Solve 360.

Developer

Solve CRM APIs

Account Request URL

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Base Endpoint

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Deals

Get list of deals.

GET

deals

account_id, amount, closed_at, created_at, creator_id, description, discount, discount_type, due_date, expected_close_date, id, is_invoiced, is_quote, is_recurring, owner_id, parent_id, pipeline_id, probability, project_id, quote_id, source, stage, stage_id, status, tax, title, type

Contacts

Get list of contacts.

GET

contacts

account_id, address, business_email, city, company_name, created_at, creator_id, dob, email, fax, first_name, home_email, id, industry, last_name, lead_source, mobile, owner_id, phone, profession, salutation, secondary_email, state, tags, title, type, website

Invoices

Get list of invoices.

GET

invoices

account_id, address, amount, balance, billing_address, billing_country, billing_state, billing_zip, created_at, creator_id, currency, due_date, id, invoice_date, invoice_number, is_paid, line_items, notes, order_id, owner_id, payment_status, project_id, quote_id, reference_number, status, sub_total, tax, tax_amount, terms, title, type

Products

Get list of products.

GET

products

account_id, created_at, creator_id, description, id, is_active, name, price, product_code, quantity, sales_price, sku, sub_total, tax, tax_amount, type, unit, unit_price, vendor

Projects

Get list of projects.

GET

projects

account_id, created_at, creator_id, description, due_date, end_date, id, is_active, name, notes, owner_id, percent_complete, priority, project_code, quoted_price, start_date, status, type

Quotes

Get list of quotes.

GET

quotes

account_id, address, amount, billing_address, billing_country, billing_state, billing_zip, created_at, creator_id, currency, due_date, expiration_date, id, invoice_id, is_accepted, is_invoiced, line_items, notes, order_id, owner_id, payment_status, project_id, quote_date, quote_number, reference_number, status, sub_total, tax, tax_amount, terms, title, type

Accounts

Get list of accounts.

GET

accounts

account_code, account_name, address, city, company_name, country, created_at, creator_id, currency, fax, id, industry, is_active, last_name, lead_source, mobile, notes, owner_id, phone, salutation, shipping_address, shipping_country, shipping_state, shipping_zip, source, state, tax_id, title, type, website, zip

Opportunities

Get list of opportunities.

GET

opportunities

account_id, amount, assigned_to, close_date, created_at, creator_id, currency, description, expected_close_date, id, is_closed, is_won, line_items, name, next_step, notes, owner_id, percent_complete, pipeline_id, probability, project_id, quote_id, stage, stage_id, status, sub_total, tax, tax_amount, type, weighted_value

Tasks

Get list of tasks.

GET

tasks

account_id, assigned_to, category, completed, created_at, creator_id, description, due_date, id, is_billed, is_important, is_private, name, notes, owner_id, percent_complete, priority, project_id, related_to, remind_at, status, tags, time_estimated, time_spent, type

Details

Provider

Country HQ

API Type

REST

Categories

CRM

Alternatives

Important URLs

Last Updated on

2024-04-04

Created At

2023-12-14

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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.

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