Workbooks CRM APIs
Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.
Workbooks CRM APIs
Account Request URL
-Base Endpoint
-
Lead
Retrieve record from leads module
api/v1/leads/{lead_id}/
lead_id
Lead
List records from leads module
api/v1/leads/
page, page_size, order_by
Lead
Create record from leads module
api/v1/leads/
first_name, last_name, company, email, phone, mobile, fax, address, city, state, zip, details, tags, social_media, created_at, created_by, modified_at, modified_by
Lead
Update record from leads module
api/v1/leads/{lead_id}/
lead_id, first_name, last_name, company, email, phone, mobile, fax, address, city, state, zip, details, tags, social_media, created_at, created_by, modified_at, modified_by
Lead
Delete record from leads module
api/v1/leads/{lead_id}/
lead_id
Account
Retrieve record from accounts module
api/v1/accounts/{account_id}/
account_id
Account
List records from accounts module
api/v1/accounts/
page, page_size, order_by
Account
Create record from accounts module
api/v1/accounts/
name, website, phone, fax, address, city, state, zip, industry, description, type, number_of_employees, annual_revenue, created_at, created_by, modified_at, modified_by
Account
Update record from accounts module
api/v1/accounts/{account_id}/
account_id, name, website, phone, fax, address, city, state, zip, industry, description, type, number_of_employees, annual_revenue, created_at, created_by, modified_at, modified_by
Account
Delete record from accounts module
api/v1/accounts/{account_id}/
account_id
Opportunity
Retrieve record from opportunities module
api/v1/opportunities/{opportunity_id}/
opportunity_id
Opportunity
List records from opportunities module
api/v1/opportunities/
page, page_size, order_by
Opportunity
Create record from opportunities module
api/v1/opportunities/
name, stage, probability, amount, expected_close_date, account_id, description, created_at, created_by, modified_at, modified_by
Opportunity
Update record from opportunities module
api/v1/opportunities/{opportunity_id}/
opportunity_id, name, stage, probability, amount, expected_close_date, account_id, description, created_at, created_by, modified_at, modified_by
Opportunity
Delete record from opportunities module
api/v1/opportunities/{opportunity_id}/
opportunity_id
Contact
Retrieve record from contacts module
api/v1/contacts/{contact_id}/
contact_id
Contact
List records from contacts module
api/v1/contacts/
page, page_size, order_by
Contact
Create record from contacts module
api/v1/contacts/
first_name, last_name, company, email, phone, mobile, fax, address, city, state, zip, details, tags, social_media, created_at, created_by, modified_at, modified_by
Contact
Update record from contacts module
api/v1/contacts/{contact_id}/
contact_id, first_name, last_name, company, email, phone, mobile, fax, address, city, state, zip, details, tags, social_media, created_at, created_by, modified_at, modified_by
Contact
Delete record from contacts module
api/v1/contacts/{contact_id}/
contact_id
Details
Provider
Country HQ
API Type
Categories
Alternatives
Important URLs
Last Updated on
Created At
Other Apps
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