Difference between revisions of "API"

From docs
Jump to: navigation, search
 
(49 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 +
= CallProof REST API =
  
−
== API ==
+
The CallProof REST API allows developers to integrate external applications with the CallProof platform. Using the API, you can create, retrieve, update, and delete CRM data such as contacts, companies, appointments, opportunities, follow-ups, event forms, and more.
  
−
The CallProof API can be used to automate backend workflows.
+
== Overview ==
  
 +
The API provides secure access to CallProof data using API Keys. It is intended for custom integrations, mobile applications, reporting tools, and automated workflows.
  
−
=== Contacts ===
+
Common uses include:
  
−
Updated Contacts:
+
* Synchronizing customer data with external CRM systems
−
::[[API:Contacts:Updated|https://app.callproof.com/contacts/updated/]]
+
* Creating and updating contacts automatically
 +
* Managing companies, opportunities, appointments, and follow-ups
 +
* Uploading files and images
 +
* Retrieving reports and activity data
 +
* Integrating CallProof with third-party applications
  
−
Find Contacts:
+
== Authentication ==
−
::[[API:Contacts:Find|https://app.callproof.com/contacts/find/]]
 
  
−
Get Contacts:
+
All API requests require a valid API Key.
−
::[[API:Contacts:Get|https://app.callproof.com/contact/get/]]
 
  
−
Update Contact:
+
To generate an API Key, see:
−
::[[API:Contact:Update|https://app.callproof.com/contact/update/]]
 
  
−
Create Contact:
+
::[[Create API Keys|How to Create API Keys]]
−
::[[API:Contact:New|https://app.callproof.com/contact/new/]]
 
  
 +
== Response Format ==
  
−
=== Contact Phones ===
+
Unless otherwise noted, all endpoints return JSON responses.
  
−
Get Contact Phones:
+
Typical response:
−
::[[API:ContactPhones:Get|https://app.callproof.com/contact_phones/get/]]
 
  
−
Update Contact Phone:
+
* Success
−
::[[API:ContactPhone:Update|https://app.callproof.com/contact_phone/update/]]
+
* Validation errors
 +
* Authentication errors
 +
* Permission errors
  
−
Create Contact Phone:
+
Refer to each endpoint for request parameters and response examples.
−
::[[API:ContactPhone:New|https://app.callproof.com/contact_phone/new/]]
+
 
 +
== API Ping ==
 +
 
 +
'''Purpose'''
 +
 
 +
Verifies that the API is available and responding.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Ping|API Ping]]
 +
 
 +
----
 +
 
 +
== Reps ==
 +
 
 +
'''Purpose'''
 +
 
 +
Manage and retrieve sales representative information and statistics.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Reps:Get|Get Reps]]
 +
* [[API:Reps:Stats:HTML:Update|Update Reps Stats HTML]]
 +
* [[API:Reps:Stats:HTML:Delete|Delete Reps Stats HTML]]
 +
 
 +
----
 +
 
 +
== App Stats ==
 +
 
 +
'''Purpose'''
 +
 
 +
Retrieve company statistics and generated dashboard data.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Companies:Notes:Created|Created Company Notes]]
 +
* [[API:Companies:Stats:HTML:Update|Update Company Stats HTML]]
 +
* [[API:Companies:Stats:HTML:Delete|Delete Company Stats HTML]]
 +
 
 +
----
 +
 
 +
== Contacts ==
 +
 
 +
'''Purpose'''
 +
 
 +
Create, update, search, retrieve, and delete contacts.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Contacts:Created|Created Contacts]]
 +
* [[API:Contacts:Updated|Updated Contacts]]
 +
* [[API:Contacts:Find|Find Contacts]]
 +
* [[API:Contact:Get|Get Contact]]
 +
* [[API:Contact:Update|Update Contact]]
 +
* [[API:Contact:Update:Reps|Update Contact Reps]]
 +
* [[API:Contact:New|Create Contact]]
 +
* [[API:Contact:Delete|Delete Contact]]
 +
* [[API:Contact:CustomFields:Update|Update Contact Custom Fields]]
 +
* [[API:Contact:Files:Get|Get Contact Files]]
 +
* [[API:Contact:Files:New|Upload Contact Files]]
 +
* [[API:Contact:Images:Get|Get Contact Images]]
 +
* [[API:Contact:Email:Get|Get Contact Email Messages]]
 +
* [[API:Email:New|Create Email Message]]
 +
 
 +
----
 +
 
 +
== Contact Phones ==
 +
 
 +
'''Purpose'''
 +
 
 +
Manage phone numbers associated with contacts.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Contact Phones:Updated|Get Updated Contact Phones]]
 +
* [[API:ContactPhones:Get|Get Contact Phones]]
 +
* [[API:ContactPhone:Update|Update Contact Phone]]
 +
* [[API:ContactPhone:New|Create Contact Phone]]
 +
 
 +
----
 +
 
 +
== Contact Notes ==
 +
 
 +
'''Purpose'''
 +
 
 +
Create and manage notes attached to contacts.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:ContactNotes:Get|Get Contact Notes]]
 +
* [[API:ContactNote:Update|Update Contact Note]]
 +
* [[API:ContactNote:New|Create Contact Note]]
 +
* [[API:ContactNote:Delete|Delete Contact Note]]
 +
 
 +
----
 +
 
 +
== People ==
 +
 
 +
'''Purpose'''
 +
 
 +
Manage personnel associated with contacts.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:People:Get|Get People]]
 +
* [[API:People:Create|Create Personnel]]
 +
* [[API:People:Update|Update Personnel]]
 +
* [[API:People:Delete|Delete Personnel]]
 +
* [[API:People:Phones:Get|Get Personnel Phones]]
 +
* [[API:People:Roles:Get|Get People Roles]]
 +
 
 +
----
 +
 
 +
== Calls ==
 +
 
 +
'''Purpose'''
 +
 
 +
Create and retrieve phone call information.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Calls:Created|Created Calls]]
 +
* [[API:Calls:ByID|Calls By ID]]
 +
* [[API:Call:Create|Create Call]]
 +
 
 +
----
 +
 
 +
== Appointments ==
 +
 
 +
'''Purpose'''
 +
 
 +
Manage customer appointments.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Appointments:Updated|Updated Appointments]]
 +
* [[API:Appointment:New|Create Appointment]]
 +
* [[API:Appointment:End|End Appointment]]
 +
 
 +
----
 +
 
 +
== Custom Fields ==
 +
 
 +
'''Purpose'''
 +
 
 +
Manage custom fields and their options.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:CustomFields:Get|Get Custom Fields]]
 +
* [[API:CustomField:Update|Update Custom Field]]
 +
* [[API:CustomField:Create|Create Custom Field]]
 +
* [[API:CustomFieldOption:Update|Update Custom Field Option]]
 +
* [[API:CustomFieldOption:Create|Create Custom Field Option]]
 +
 
 +
----
 +
 
 +
== Companies ==
 +
 
 +
'''Purpose'''
 +
 
 +
Create, update, and delete company records.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Companies:Create|Create Companies]]
 +
* [[API:Companies:Update|Update Companies]]
 +
* [[API:Companies:Delete|Delete Companies]]
 +
 
 +
----
 +
 
 +
== Opportunities ==
 +
 
 +
'''Purpose'''
 +
 
 +
Manage sales opportunities.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Opportunity:Stages:Get|Get Opportunity Stages]]
 +
* [[API:Opportunity:Type:Get|Get Opportunity Types]]
 +
* [[API:Opportunity:Contact:Get|Get Contact Opportunities]]
 +
* [[API:Opportunity:Create|Create Opportunity]]
 +
 
 +
----
 +
 
 +
== Follow-ups ==
 +
 
 +
'''Purpose'''
 +
 
 +
Manage follow-up tasks and reminders.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:Followup:Updated|Updated Follow-ups]]
 +
* [[API:Followup:Create|Create Follow-up]]
 +
 
 +
----
 +
 
 +
== Event Forms ==
 +
 
 +
'''Purpose'''
 +
 
 +
Retrieve and submit Event Form data.
 +
 
 +
'''Endpoints'''
 +
 
 +
* [[API:EventForms:Get|Get Event Forms]]
 +
* [[API:EventForms:Contact:Get|Get Contact Event Forms]]
 +
* [[API:EventForms:Details:Get|Get Event Form Details]]
 +
* [[API:EventForms:Contact:Create|Create Event Form]]
 +
 
 +
----
 +
 
 +
== API Error Codes ==
 +
 
 +
CallProof follows standard HTTP response status codes for API requests.
 +
 
 +
Common response codes include:
 +
 
 +
* 200 — OK
 +
* 201 — Created
 +
* 400 — Bad Request
 +
* 401 — Unauthorized
 +
* 403 — Forbidden
 +
* 404 — Not Found
 +
* 500 — Internal Server Error

Latest revision as of 14:56, 17 July 2026

CallProof REST API

The CallProof REST API allows developers to integrate external applications with the CallProof platform. Using the API, you can create, retrieve, update, and delete CRM data such as contacts, companies, appointments, opportunities, follow-ups, event forms, and more.

Overview

The API provides secure access to CallProof data using API Keys. It is intended for custom integrations, mobile applications, reporting tools, and automated workflows.

Common uses include:

  • Synchronizing customer data with external CRM systems
  • Creating and updating contacts automatically
  • Managing companies, opportunities, appointments, and follow-ups
  • Uploading files and images
  • Retrieving reports and activity data
  • Integrating CallProof with third-party applications

Authentication

All API requests require a valid API Key.

To generate an API Key, see:

How to Create API Keys

Response Format

Unless otherwise noted, all endpoints return JSON responses.

Typical response:

  • Success
  • Validation errors
  • Authentication errors
  • Permission errors

Refer to each endpoint for request parameters and response examples.

API Ping

Purpose

Verifies that the API is available and responding.

Endpoints

Reps

Purpose

Manage and retrieve sales representative information and statistics.

Endpoints

App Stats

Purpose

Retrieve company statistics and generated dashboard data.

Endpoints

Contacts

Purpose

Create, update, search, retrieve, and delete contacts.

Endpoints

Contact Phones

Purpose

Manage phone numbers associated with contacts.

Endpoints

Contact Notes

Purpose

Create and manage notes attached to contacts.

Endpoints

People

Purpose

Manage personnel associated with contacts.

Endpoints

Calls

Purpose

Create and retrieve phone call information.

Endpoints

Appointments

Purpose

Manage customer appointments.

Endpoints

Custom Fields

Purpose

Manage custom fields and their options.

Endpoints

Companies

Purpose

Create, update, and delete company records.

Endpoints

Opportunities

Purpose

Manage sales opportunities.

Endpoints

Follow-ups

Purpose

Manage follow-up tasks and reminders.

Endpoints

Event Forms

Purpose

Retrieve and submit Event Form data.

Endpoints

API Error Codes

CallProof follows standard HTTP response status codes for API requests.

Common response codes include:

  • 200 — OK
  • 201 — Created
  • 400 — Bad Request
  • 401 — Unauthorized
  • 403 — Forbidden
  • 404 — Not Found
  • 500 — Internal Server Error
Retrieved from "http://docs.callproof.com/index.php?title=API&oldid=2354"