Imprezian360-CRM (Preview)

Imprezian360-CRM (Preview)

Imprezian360 CRM All-In-One

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
Flow Premium All Flow regions
PowerApps Premium All PowerApps regions

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Creating a connection

To connect your account, you will need the following information:

username
securestring
The username for this api
password
securestring
The password for this api

Actions

Add New Member

Adds a marketing campaign member

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Create New Campaign

Creates a new marketing campaign in the CRM

Required Parameters

Campaign Description
string
A description of the campaign
Expiration Date
date
Date the campaign expires
Total Budget
float
The total budget for the campaign

Optional Parameters

Start Date
date
The start date of the campaign
Promotion Category
string
The type or category of the campaign (such as Google Search)
Employee (Manager)
string
The employee who manages the campaign

Create New ComLog

New Communication Entry

Optional Parameters

Contact ID
string
The contact ID of the communication (blank for lead)
Lead ID
string
The Lead ID of the communication (zero for contact based)
Communication Type
string
E-Mail, Phone-call, etc
Subject
string
Subject of communication
Content of the communication
string
body
Employee Name
string
CRM Employee name who performed action
Start Time of Communication
string
starttime
End Time
string
endtime
Work Order Link
string
Work order number of communication
Project ID
string
Project linked to communication
Marketing campaign
string
The marketing campaign linked to the communication
Length of communication
number
length
Is Billed
boolean
Has the communication entry been billed by the CRM
InBound
boolean
Is communication inbound (false = outbound)

Create New FollowUp

Creates a new followup

Optional Parameters

Contact ID
string
The contact ID linked to the followup (blank for lead)
Lead ID
string
The lead ID of the followup (0 for contact)
Follow Up Type
string
The type of the follow up (Call Back, GoToMeeting, etc)
Comments or Instructions
string
Comments or Instructions related to the followup
Employee Assigned To
string
The employee name assigned to the followup
Employee Set By
string
The employee name that set the followup
Due Date
string
The due date of the followup
Is Urgent
boolean
Is this followup urgent
Reminder Minutes
number
Number of minutes before event for reminder (0 = none)
Is Cleared
boolean
Is this followup Cleared

Create New Item

All tags are required to be present, even if blank.

Optional Parameters

Part Number or SKU
string
The part number, Model Number or SKU of the item
Item Description
string
Sales description of item
Item Type
string
The type of the item (Inventory,NonInv,Misc,Discount,Service)
Sales Price
number
The sales price of the item
Item Cost
number
Last and Average cost of item
Vendor Name
string
The vendor name purchased from

Returns

New Code ID
string
New Code ID

Create New Lead

Creates a new sales lead

Optional Parameters

Saluation
string
Mr, Ms, etc
First Name
string
First Name
Middle Name
string
Optional
Contact Title
string
Owner, VP, etc
Last Name
string
Last Name
Company Name
string
Optional
Address Line 1
string
Address Line 1
Address Line 2
string
Optional
Address City
string
Address City
Address State
string
State or Region
Address Zip or Postal
string
Zip Code or Postal Code
Primary EMail
string
Email 1
EMail 2
string
Email 2
EMail 3
string
Email 3
EMail 4
string
EMail 4
Primary Phone Type
string
Home, Work, Cell, etc
Primary Phone
string
(xxx) xxx-xxxx
Phone Type 2
string
Work, Cell, Fax, etc
Alternate Phone
string
Phone 2
Phone Type 3
string
Work, Cell, Fax, etc
Alternate Phone
string
Phone 3
Phone Type 4
string
Work, Cell, Fax, Ettc
Alternate Phone
string
Phone 4
Quick Remark
string
A short remark
Contact Notes
string
General Notes
Campaign Name
string
The name (not the ID) of the marketing source
Lead Category
string
Category for the lead (such as Hot Lead, etc)
Contact Role
string
Decision maker, etc
Market Description
string
Description of market (Industrial, Bakeries, etc)
Territory
string
East, North, etc
Sales Rep Name
string
The sales rep name (blank for unassigned)
Last Contact Date
string
date of last contact

Create New Order

Creates a new order

Optional Parameters

Order ID
string
External Order ID
Order Date
string
Date of Order
Order Description
string
External Order Description
Account Number
string
Account number of customer (blank for new account)
Customer Name
string
Name of customer (becomes QB account name)
Sales Rep Name
string
Name of sales rep (blank for none)
First Name
string
Contact First Name
Last Name
string
Contact Last Name
Billing EMail
string
Email address of billing contact
Billing Address 1
string
Address line 1
Billing Address 2
string
Address Line 2
Billing City
string
City or Region
Billing State
string
State or province
Billing Zip Code
string
zip or postal code
Billing Country
string
Name of Country (United States, Canada, etc)
Billing Phone
string
phone number of billing contact
Billing Fax
string
Fax number of billing contact
Ship To Company
string
Company Name
Ship To Contact
string
Attention Contact
Shipping Line 1
string
Address line 1
Shipping Line 2
string
Address Line 2
Shipping City
string
Shipping City or Region
Shipping State
string
State or Region
Shipping Zip
string
Zip or Postal code
Ship To Country
string
United States, Canada, etc
Ship To Phone
string
shipping phone number
Ship To EMail
string
Shipping EMail address
Order Status
string
Primary status of incoming order
Custom Status
string
In Fulfillment, Pending Review, etc
Tax District
string
CA, FL, etc
Tax Rate
float
Applied tax rate
Campaign Name
string
Where order originated from (Google Search, etc)
Order Tax
string
Total tax of order
Shipping Cost
string
Shipping cost billed on cart
Shipping Method
string
Preferred shipping method (UPS, etc)
Coupone Amount
number
amount of coupon
Coupon Code
string
Black Friday Sale, etc
Payment Method
string
Visa, MC, etc
Order Comments
string
comments related to order
Item Qty
number
Line Item Qty
Model Number
string
SKU of line item
Item Description
string
Description of line item
Order Line Item Comments
string
Item Related Comments
Item Price
double
Line Item Price
Item Discount
string
Discount of line item (positive value)

Create New Shipment

Creates a shipment

Optional Parameters

Order ID
string
ID of order to ship
Shipping Date
string
Date of shipment
Shipping Carrier
string
UPS, Fedex, etc
Shipping Method
string
Ground, Next Day Air, etc
Package Weight
number
Weight of shipment
Packaging Type
string
Other, Box, Envelope, etc
Reference 1
string
PO Number, etc
Reference 2
string
BOL, etc
Tracking Number
string
Carrier Tracking Number
Tracking URL
string
URL to track shipment
Shipment Cost
number
Cost of shipment
Order In History
boolean
Is this order complete?

Create New WorkOrder

New Work-Order

Optional Parameters

Contact EMail
string
Email address of customer requesting work order
First Name
string
First Name
Last Name
string
Last Name
Company Name
string
Company Name
Billing Address 1
string
Address line 1
Billing Address 2
string
Address Line 2
Billing City
string
Bill city
Billing State
string
Billing state or region
Billing Zip
string
Bill zip or postal
Billing Country
string
United States, Canada, etc
Billing Phone Number
string
billing phone number
Billing Fax
string
Bill fax number
Service Address 1
string
address to perform service
Service Address 2
string
address to perform service
Service City
string
address to perform service
Service State
string
address to perform service
Service Zip
string
zip or postal code
Service Country
string
address to perform service
Service Phone Number
string
(xxx) xxx-xxxx
Received Date
string
date time workorder was received
PO Number
string
Customer PO Number
Status
string
Open,Pending Review, etc
Reason Code
string
Customer Request,Warranty,etc
Source
string
EMail, web, phone call etc
Assigned Technician
string
blank for unassigned
Backup Technician
string
blank for unassigned
Priority
string
Work Order Priority (0 Urgent = 4 Low)
Due Date
string
Work order due by date
Subject
string
Brief summary of request
WO Content
string
Descriptive text of Work Order

Create new CRM Contact

Creates a qualified prospect, customer or vendor

Optional Parameters

account
string
account
sal
string
sal
firstname
string
firstname
middlename
string
middlename
title
string
title
lastname
string
lastname
company
string
company
addr1
string
addr1
addr2
string
addr2
city
string
city
state
string
state
postal
string
postal
email1
string
email1
email2
string
email2
email3
string
email3
email4
string
email4
phonetype1
string
phonetype1
phone1
string
phone1
phonetype2
string
phonetype2
phone2
string
phone2
phonetype3
string
phonetype3
phone3
string
phone3
phonetype4
string
phonetype4
phone4
string
phone4
remark
string
remark
notes
string
notes
campaign
string
campaign
category
string
category
market
string
market
territory
string
territory
salesrep
string
salesrep
lastcontact
date-time
lastcontact

Get Active Leads

Returns a list of active sales leads

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
Returns a list of active sales leads

Get Active Orders

Returns a list of active orders

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
Returns a list of active orders

Get Campaign List

Returns a list of campaigns

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
Returns a list of campaigns

Get ComLogs

Returns a list of requested communication ID's

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
Returns a list of requested communication ID's

Get Contact List

retrieves a list of contacts

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
retrieves a list of contacts

Get FollowUp List

Retrieve list of followups

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
Retrieve list of followups

Get Item List

Returns a list of all items

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
Returns a list of all items

Get Member List

Marketing campaign members

Required Parameters

Supply L, C or B (required)
string
Type of campaign member (Lead, Contact or Both)

Returns

array of string
Marketing campaign members

Get Shipment List

Returns a list of shipments

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
Returns a list of shipments

Get WorkOrder List

List of workorders

Optional Parameters

Campaign ID
string
The ID of the campaign to link to
Record Type
string
L for Lead, C for Contact
Contact ID
string
Contact ID or Lead ID tied to campaign

Returns

array of string
List of workorders

Remove Campaign Member

Removes a marketing campaign member

Required Parameters

Member ID
string
Member ID

Optional Parameters

Operation
string
only Remove supported at this time
Record Type
string
L for Lead, C for contact
Campaign ID
string
ID of campaign
Record ID
string
Numeric id of lead or alphanumeric id of contact

Retrieve CRM Contact Details

Retrieves details about the specified contact

Required Parameters

Contact ID
string
Contact ID

Retrieve Campaign Details

Retrieves the details of a specific campaign request by id

Required Parameters

Campaign ID
string
Campaign ID

Returns

PromoID
string
PromoID
Campaign Manager
string
Campaign Manager
IS INACTIVE
string
IS INACTIVE
IN HISTORY
string
IN HISTORY
Used For Discounting
string
Used For Discounting
Used For Mail Broadcasting
string
Used For Mail Broadcasting
budget
string
budget
Promotion Type
string
Promotion Type
description
string
description
Employee Name
string
Employee Name
Start Date
string
Start Date
Expiration Date
string
Expiration Date
Revenue
string
Revenue

Retrieve ComLog Details

Returns field details

Required Parameters

Communication ID
string
Communication ID

Returns

Direction
string
Direction
account
string
account
Account Name
string
Account Name
Contact Name
string
Contact Name
Start Date
string
Start Date
End Date
string
End Date
Employee Name
string
Employee Name
Type
string
Type
Length
string
Length
Subject
string
Subject
Content
string
Content
Billed
string
Billed
Work Order
string
Work Order
Sales Order
string
Sales Order
Sales Lead
string
Sales Lead
Project ID
string
Project ID
Recipient
string
Recipient
cc
string
cc
Bcc
string
Bcc
CallNumber
string
CallNumber
RecordID
string
RecordID
Company Name
string
Company Name

Retrieve Item Details

Details about a specific item

Required Parameters

Item Id
string
Item id

Returns

Code
string
Code
Model Number
string
Model Number
Description
string
Description
Sales Description
string
Sales Description
Purchase Description
string
Purchase Description
Item Type
string
Item Type
Base Price
string
Base Price
Avg Cost
string
Avg Cost
Primary Category
string
Primary Category
Category2
string
Category2
Category3
string
Category3
Category4
string
Category4
Category5
string
Category5
Base UOM
string
Base UOM
Sell UOM
string
Sell UOM
Buy UOM
string
Buy UOM
Base Warehouse
string
Base Warehouse
On Hand
string
On Hand
On SO
string
On SO
Bad
string
Bad
On WO
string
On WO
On PO
string
On PO
Available
string
Available
Taxable
string
Taxable
Tax 2
string
Tax 2
Pays Commission
string
Pays Commission
Fixed Price
string
Fixed Price
Discounting Prohibited
string
Discounting Prohibited
Call For Price
string
Call For Price
Call For Cost
string
Call For Cost
Gratis Item
string
Gratis Item
Hidden on Printouts
string
Hidden on Printouts
Exclude From Margin
string
Exclude From Margin
Track Serial Numbers
string
Track Serial Numbers
Serialization Mode
string
Serialization Mode
Serial Number Required
string
Serial Number Required
Prohibit Duplicate Serial Numbers
string
Prohibit Duplicate Serial Numbers
Expiration Date Applies
string
Expiration Date Applies
Shipping Charges Apply
string
Shipping Charges Apply
Item must ship seperately
string
Item must ship seperately
Group Ship Items
string
Group Ship Items
Drop-Ship From Vendor
string
Drop-Ship From Vendor
Height
string
Height
Width
string
Width
Depth
string
Depth
Weight
string
Weight
Box Limit
string
Box Limit
Lead Time
string
Lead Time
Last Cost
string
Last Cost
Reorder Point
string
Reorder Point
Item Message
string
Item Message
ON SALE
string
ON SALE
IS ASSEMBLY
string
IS ASSEMBLY
Manufacturer Part Number
string
Manufacturer Part Number
OEM
string
OEM
BIN Location
string
BIN Location
Primary Vendor
string
Primary Vendor
Vendor 1 Part #
string
Vendor 1 Part #
Vendor 1 Descrip
string
Vendor 1 Descrip
Vendor 1 Cost
string
Vendor 1 Cost
Vendor 1 Date Cost Verified
string
Vendor 1 Date Cost Verified
Vendor 2
string
Vendor 2
Vendor 2 Part #
string
Vendor 2 Part #
Vendor 2 Descrip
string
Vendor 2 Descrip
Vendor 2 Cost
string
Vendor 2 Cost
Vendor 2 Date Cost Verified
string
Vendor 2 Date Cost Verified
Vendor 3
string
Vendor 3
Vendor 3 Part #
string
Vendor 3 Part #
Vendor 3 Descrip
string
Vendor 3 Descrip
Vendor 3 Cost
string
Vendor 3 Cost
Vendor 3 Date Cost Verified
string
Vendor 3 Date Cost Verified
Vendor 4
string
Vendor 4
Vendor 4 Part #
string
Vendor 4 Part #
Vendor 4 Descrip
string
Vendor 4 Descrip
Vendor 4 Cost
string
Vendor 4 Cost
Vendor 4 Date Cost Verified
string
Vendor 4 Date Cost Verified
Vendor 5
string
Vendor 5
Vendor 5 Part #
string
Vendor 5 Part #
Vendor 5 Descrip
string
Vendor 5 Descrip
Vendor 5 Cost
string
Vendor 5 Cost
Vendor 5 Date Cost Verified
string
Vendor 5 Date Cost Verified
Price Level Mode
string
Price Level Mode
Price Level 2
string
Price Level 2
Price Level 3
string
Price Level 3
Price Level 4
string
Price Level 4
Price Level 5
string
Price Level 5
Price Level 6
string
Price Level 6
Price Level 7
string
Price Level 7
Price Level 8
string
Price Level 8
Price Level 9
string
Price Level 9
Price Level 10
string
Price Level 10
Price Level 11
string
Price Level 11
Price Level 12
string
Price Level 12
Price Level 13
string
Price Level 13
Price Level 14
string
Price Level 14
Price Level 15
string
Price Level 15
Price Level 16
string
Price Level 16
Price Level 17
string
Price Level 17
Price Level 18
string
Price Level 18
Price Level 19
string
Price Level 19
Price Level 20
string
Price Level 20
Quantity Level 1
string
Quantity Level 1
Quantity Price 1
string
Quantity Price 1
Quantity Price Level 1
string
Quantity Price Level 1
Quantity Level 2
string
Quantity Level 2
Quantity Price 2
string
Quantity Price 2
Quantity Price Level 2
string
Quantity Price Level 2
Quantity Level 3
string
Quantity Level 3
Quantity Price 3
string
Quantity Price 3
Quantity Price Level 3
string
Quantity Price Level 3
Quantity Level 4
string
Quantity Level 4
Quantity Price 4
string
Quantity Price 4
Quantity Price Level 4
string
Quantity Price Level 4
Quantity Level 5
string
Quantity Level 5
Quantity Price 5
string
Quantity Price 5
Quantity Price Level 5
string
Quantity Price Level 5
Quantity Level 6
string
Quantity Level 6
Quantity Price 6
string
Quantity Price 6
Quantity Price Level 6
string
Quantity Price Level 6
Quantity Level 7
string
Quantity Level 7
Quantity Price 7
string
Quantity Price 7
Quantity Price Level 7
string
Quantity Price Level 7
Quantity Level 8
string
Quantity Level 8
Quantity Price 8
string
Quantity Price 8
Quantity Price Level 8
string
Quantity Price Level 8
Quantity Level 9
string
Quantity Level 9
Quantity Price 9
string
Quantity Price 9
Quantity Price Level 9
string
Quantity Price Level 9
Quantity Level 10
string
Quantity Level 10
Quantity Price 10
string
Quantity Price 10
Quantity Price Level 10
string
Quantity Price Level 10

Retrieve Lead Details

retrieves the lead details

Required Parameters

Lead ID
string
Lead ID

Returns

type
string
type
leadid
string
leadid
Category
string
Category
recordid
string
recordid
Company Name
string
Company Name
Salutation
string
Salutation
First Name
string
First Name
Last Name
string
Last Name
Address Line 1
string
Address Line 1
Address Line 2
string
Address Line 2
City
string
City
State
string
State
Postal Code
string
Postal Code
Country
string
Country
Time-Zone
string
Time-Zone
Latitude
string
Latitude
Longitude
string
Longitude
Title
string
Title
Contact Type
string
Contact Type
Sales Rep
string
Sales Rep
Phone Extension
string
Phone Extension
Last Contact Date
string
Last Contact Date
Contact Notes
string
Contact Notes
Quick Remark
string
Quick Remark
Created Date
string
Created Date
Market
string
Market
Sales Territory
string
Sales Territory
Primary Email
string
Primary Email
EMail 2
string
EMail 2
Email 3
string
Email 3
Email 4
string
Email 4
OPTOUT
string
OPTOUT
Phone1
string
Phone1
Phone2
string
Phone2
Phone3
string
Phone3
Phone4
string
Phone4
Promotion Memberships
string
Promotion Memberships
Source
string
Source
Source Notes
string
Source Notes
Website
string
Website
Twitter
string
Twitter
Facebook
string
Facebook
LinkedIn
string
LinkedIn
Product Interest
string
Product Interest
Assigned To Rep
string
Assigned To Rep

Retrieve Member Details

retrieve details about a member

Required Parameters

Id of member
string
Id of member

Returns

Record ID
string
Record ID (numeric for lead, alpha for contact)
Contact Title
string
Mr, Ms, etc
First Name
string
First name
Last Name
string
Last Name
Address Line 1
string
Address Line 1
Address Line 2
string
Address Line 2
Address City
string
Address City
Address State
string
State or Province
Address Zip
string
Zip or Postal Code
Primary EMail
string
Email
Alternate Email 2
string
Email 2
Alternate Email 3
string
Email 3
Alternate Email 4
string
Email 4
Primary Phone
string
Phone 1
Alternate Phone 2
string
Phone 2
Alternate Phone 3
string
Phone 3
Alternate Phone 4
string
Phone 4

Retrieve Order Details

Retrieve details of an order

Required Parameters

SalesOrder ID
string
id of salesorder

Returns

Order ID
string
Order ID
PROCESSING PHASE
string
PROCESSING PHASE
Account
string
Account
Account Name
string
Account Name
Sales Rep
string
Sales Rep
Custom Status
string
Custom Status
Description
string
Description
Quotation Date
string
Quotation Date
Close Date
string
Close Date
Ship Date
string
Ship Date
Expiration Date
string
Expiration Date
Terms
string
Terms
Marketing Campaign
string
Marketing Campaign
Shipping Warehouse
string
Shipping Warehouse
FOB
string
FOB
Deposit Required
string
Deposit Required
Total Weight
string
Total Weight
Quote Amount
string
Quote Amount
Partial Shipments OK
string
Partial Shipments OK
Invoice Shipping
string
Invoice Shipping
IN HISTORY
string
IN HISTORY
IS INACTIVE
string
IS INACTIVE
In-Pipeline
string
In-Pipeline
Tax 1
string
Tax 1
Tax 2
string
Tax 2
Is Template
string
Is Template
Template Name
string
Template Name
Customer PO
string
Customer PO
Ship To Company
string
Ship To Company
Ship To Contact
string
Ship To Contact
Ship To Addr 1
string
Ship To Addr 1
Ship To Addr 2
string
Ship To Addr 2
Ship To State
string
Ship To State
Ship To Postal Code
string
Ship To Postal Code
Ship To Country
string
Ship To Country
Ship To Phone
string
Ship To Phone
Ship To EMail
string
Ship To EMail
Residential
string
Residential
Formatted Ship To
string
Formatted Ship To
Paid Amount
string
Paid Amount
Balance Due
string
Balance Due
QB Invoice Number
string
QB Invoice Number
Confirmed Order
string
Confirmed Order
Commission
string
Commission
TotalCost
string
TotalCost
Margin
string
Margin
Project ID
string
Project ID
Next Appointment
string
Next Appointment
Appointment With
string
Appointment With
linedata:
array of object
linedata:
itemid
string
itemid
orderqty
string
orderqty
uom
string
uom
modelno
string
modelno
descrip
string
descrip
comments
string
comments
shippedqty
string
shippedqty
price
string
price
subttl
string
subttl
total
string
total

Retrieve Shipment Details

get shipment details

Required Parameters

Order ID
string
desired Order ID

Returns

Customer
string
Customer
Order ID
string
Order ID
Model Number
string
Model Number
Descrip
string
Descrip
Shipped Qty
string
Shipped Qty
BoxID
string
BoxID
Tracking
string
Tracking
Ship Date
string
Ship Date
Shipped By
string
Shipped By
SerialData
string
SerialData
Ship_Company
string
Ship_Company
Ship_Contact
string
Ship_Contact
Ship_Addr1
string
Ship_Addr1
Ship_Addr2
string
Ship_Addr2
Ship_City
string
Ship_City
Ship_State
string
Ship_State
Ship_ZipCode
string
Ship_ZipCode
Ship_Phone
string
Ship_Phone
Carrier
string
Carrier
ShipmentID
string
ShipmentID
ItemID
string
ItemID

Retrieve WorkOrder Details

Returns details of a WO

Required Parameters

Workorder ID
string
id of workorder

Returns

Work Order Number
string
Work Order Number
IN HISTORY
string
IN HISTORY
INACTIVE
string
INACTIVE
Priority
string
Priority
account
string
account
Customer Name
string
Customer Name
summary
string
summary
Content
string
Content
Assigned To
string
Assigned To
Backup Assignment
string
Backup Assignment
Received Date
string
Received Date
Due By
string
Due By
Opened-By
string
Opened-By
CONTRACT ID
string
CONTRACT ID
Source
string
Source
Custom Status
string
Custom Status
Reason Code
string
Reason Code
Customer Reference Number
string
Customer Reference Number
Service-To Company
string
Service-To Company
Service-To Contact
string
Service-To Contact
Service-To Address Line 1
string
Service-To Address Line 1
Service-To Address Line 2
string
Service-To Address Line 2
Service-To City
string
Service-To City
Service-To State
string
Service-To State
Service-To Postal Code
string
Service-To Postal Code
Service-To Phone
string
Service-To Phone
Service-To Country
string
Service-To Country
Service-To County
string
Service-To County
Latitude
string
Latitude
Longitude
string
Longitude
Time-Zone
string
Time-Zone
Formatted Service Address
string
Formatted Service Address
Created Date
string
Created Date
Customer Email
string
Customer Email
Customer PO
string
Customer PO
Service Appointment
string
Service Appointment
Project ID
string
Project ID
Total Charge
string
Total Charge
Time Spent
string
Time Spent

Retrieve followup Details

Followup details

Required Parameters

Follow Up ID
string
Follow Up ID

Returns

account
string
account
RecallID
string
RecallID
Employee Name
string
Employee Name
SET FOR
string
SET FOR
SET BY
string
SET BY
SET ON
string
SET ON
IS CLEARED
string
IS CLEARED
Cleared By
string
Cleared By
Cleared On
string
Cleared On
ACCOUNT TYPE
string
ACCOUNT TYPE
Priority
string
Priority
TYPE
string
TYPE
Details
string
Details
Account Name
string
Account Name
First Name
string
First Name
Last Name
string
Last Name
Company Name
string
Company Name
FollowUp Date
string
FollowUp Date
Reminder Time
string
Reminder Time
WORK ORDER
string
WORK ORDER
Sales Lead
string
Sales Lead
Project ID
string
Project ID

Update CRM Contact Data

Update the specified CRM contact

Required Parameters

Contact ID
string
Contact ID

Optional Parameters

sal
string
sal
firstname
string
firstname
middlename
string
middlename
title
string
title
lastname
string
lastname
company
string
company
addr1
string
addr1
addr2
string
addr2
city
string
city
state
string
state
postal
string
postal
email1
string
email1
email2
string
email2
email3
string
email3
email4
string
email4
phonetype1
string
phonetype1
phone1
string
phone1
phonetype2
string
phonetype2
phone2
string
phone2
phonetype3
string
phonetype3
phone3
string
phone3
phonetype4
string
phonetype4
phone4
string
phone4
remark
string
remark
notes
string
notes
campaign
string
campaign
category
string
category
market
string
market
territory
string
territory
salesrep
string
salesrep
lastcontact
date-time
lastcontact

Update Campaign Data

Updates a marketing campaign in the CRM

Required Parameters

Campaign ID
string
Campaign ID

Optional Parameters

Description
string
Updated description for the campaign
Start Date
string
What is the campaign start date
Updated Expiration
string
Updated expiration for the campaign
Updated Budget
float
Updated budget for the campaign
Campaign Manager
string
Which employee manages the campaign
In History
boolean
Is the campaign in history

Update Comlog Data

Updates a communication entry

Required Parameters

Communication ID
string
Communication ID

Optional Parameters

Communication Type
string
The type of the event
Subject
string
The subject of the event
Content Body
string
The message content
Employee Name
string
The employee name that performed the action
Start Date/Time
string
The event start date/time
End Time
string
The end time of the communication
Workorder ID
string
The work order number linked to the event
Project ID
string
The project ID of the communication
Campaign Link
string
The ID of the linked campaign
Event Length
number
How long the event took place
Is Billed
boolean
Has entry been invoiced in the CRM
Inbound
boolean
Was the communication inbound

Update Item Data

Updates an existing item

Required Parameters

Item ID
string
Item ID

Optional Parameters

Updated Description
string
The updated description for the item
Updated Price
number
The updated price for the item
Updated Cost
number
The updated average and last cost of the item
Updated Vendor
string
The updated vendor for the item

Update Lead Data

Update an existing sales lead

Required Parameters

Lead ID
string
Lead ID

Optional Parameters

Salutation
string
Mr, Ms, Etc
First Name
string
First Name
Middle Name
string
optional
Contact Title
string
VP, Owner, Janitor, etcf
Last Name
string
Required
Company Name
string
Optional
Address Line 1
string
Address Line 1
Address Line 2
string
Address Line 2
Address City
string
Address City
Address State
string
State or Region
Address Zip or Postal
string
Zip or postal code
Primary EMail
string
Email 1
EMail 2
string
Alternate Email
EMail 3
string
Alternate EMail
EMail 4
string
Alternate EMail
Phone Type 1
string
Cell, Fax, etc
Primary Phone
string
(xxx) xxx-xxxx
Phone Type 2
string
Cell, Fax, etc
Phone 2
string
alternate phone
Phone Type 3
string
Cell, Fax, etc
Phone 3
string
alternate phone
Phone Type 4
string
Cell, fax, etc
Phone 4
string
alternate phone
Quick Remark
string
A short remark
Contact Notes
string
General notes
Marketing Campaign
string
Description (not ID) of the marketing campaign
Category
string
Hot Lead, etc
Contact Role
string
Decision Maker, etc
Market Name
string
Description of market (Bakeries, Chemical Factory, etc)
Territory Name
string
North, South, etc
Sales Rep Name
string
Blank for unassigned
Last Contact Date
string
date of last communication

Update Order Data

Updates an existing order

Required Parameters

Order ID
string
Order ID

Optional Parameters

Additional order comments
string
appends order comments
Update Custom Status
string
Pending Review, Confirmed, etc
Official Order Status
string
quote,confirmed,shipping,history

Update Shipment Data

Updates an existing shipment

Required Parameters

Shipment ID
string
Shipment ID

Optional Parameters

Shipment Date
string
date of shipment
Shipment Carrier
string
UPS, Fedex, etc
Shipping Method
string
Ground, Next Day Air, etc
Shipment Weight
number
weight of shipment
Package Type
string
Box, Envelope, etc
Reference 1
string
PO Number,etc
Reference 2
string
BOL number, etc
Tracking Number
string
Carrier Tracking Number
Tracking URL
string
Carrier Tracking URL
Shipping Cost
number
cost of shipment

Update WorkOrder Data

Updates an existing WO

Required Parameters

WorkOrder ID
string
Workorder ID

Optional Parameters

PO Number
string
Customer PO Number
Status
string
Custom status (Work In Progress,etc)
Reason
string
Reason for request
Source
string
Email,Phone,Web, etc
Assigned Technician
string
The employee name the WO is assigned to
Assigned Backup
string
The employee name of the backup technician
Priority
string
0(Critical) to 4-(Low)
Due Date
string
due by date
Subject
string
A brief summary of the request
WO Content
string
The body of the request
In History
boolean
places workorder in history

Update followup Data

Updates a followup

Required Parameters

Follow Up ID
string
Follow Up ID

Optional Parameters

Followup Type
string
The type of the followup (call back, gotomeeting, etc)
Note or Comments
string
Comments or Instructions related to followup
Employee Assigned To
string
Employee name assigned to followup
Employee Set By
string
Name of employee who set the followup
Due Date
string
Due date of followup
Is Urgent
string
Is this followup Urgent
Reminder Minutes
number
Reminder minutes of followup (0=none)
Is Cleared
boolean
Is this followup cleared

Triggers

New Lead Campaign Members

triggers when a lead has been added to a campaign

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Lead ID
string
The returned lead id from the request

New Marketing Campaign Created

triggers when a new marketing campaign is created

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Promotion ID
string
the Id of the returned promotion

New Proposal Created

triggers when a new proposal is created

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Quote ID
string
The quote Id of the request

New Sales Lead Created

triggers when a new sales lead is created

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Lead ID
string
The lead id returned from the request

New Sales Order Created

triggers when a new sales order is created

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Order ID
string
Order ID

Order In History

triggers when an order is complete and in history

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Order ID
string
the order id of the request

Order In Processing

triggers when an order enters the processing phase

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Order ID
string
the order id of the request

Order Is Shipping

triggers when an order enters the shipping phase

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Order ID
string
the order id of the request

Order Status Has Changed

triggers when the custom status of a quote or order changes

Required Parameters

Enter the desired SO Status
string
Status Text for Search

Returns

Order ID
string
the order id of the request

Proposal Needs Approval

triggers when a proposal enters the approval phase

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Quote ID
string
the proposal id of the request

WorkOrder Closed

triggers when a workorder is closed

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Work Order Number
string
Work Order Number

WorkOrder Created

triggers when a workorder is created

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Work Order Number
string
Work Order Number

WorkOrder Status Changed

triggers when the status of the workorder has changed

Required Parameters

The desired WO Status
string
Enter WO Status Text

Returns

Work Order Number
string
Work Order Number

WorkOrder is Past Due

triggers when a workorder is past the due date

Required Parameters

Specify the campaign ID
integer
Campaign ID

Returns

Work Order Number
string
Work Order Number