Difference between revisions of "API"

From docs
Jump to: navigation, search
(Appointments)
 
(15 intermediate revisions by 2 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.
 +
 +
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:
  
=== API Keys ===
 
 
::[[Create API Keys|How to Create API Keys]]
 
::[[Create API Keys|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'''
 +
 +
* [[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'''
  
=== API Ping ===
+
Create, update, search, retrieve, and delete contacts.
  
API Ping:
+
'''Endpoints'''
::[[API:Ping|https://app.callproof.com/api/ping/]]
 
  
 +
* [[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]]
  
=== Reps ===
+
----
  
Update Reps Stats HTML:
+
== Contact Phones ==
::[[API:Reps:Stats:HTML:Update|https://app.callproof.com/api/reps/stats/html/update/]]
 
  
Delete Reps Stats HTML:
+
'''Purpose'''
::[[API:Reps:Stats:HTML:Delete|https://app.callproof.com/api/reps/stats/html/delete/]]
 
  
Get Reps:
+
Manage phone numbers associated with contacts.
::[[API:Reps:Get|https://app.callproof.com/api/reps/get/]]
 
  
 +
'''Endpoints'''
  
=== App Stats ===
+
* [[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]]
  
Created Company Notes:
+
----
::[[API:Companies:Notes:Created|https://app.callproof.com/api/companies/notes/created/]]
 
  
Update Company Stats HTML:
+
== Contact Notes ==
::[[API:Companies:Stats:HTML:Update|https://app.callproof.com/api/companies/stats/html/update/]]
 
  
Delete Company Stats HTML:
+
'''Purpose'''
::[[API:Companies:Stats:HTML:Delete|https://app.callproof.com/api/companies/stats/html/delete/]]
 
  
=== Contacts ===
+
Create and manage notes attached to contacts.
  
Created Contacts:
+
'''Endpoints'''
::[[API:Contacts:Created|https://app.callproof.com/api/contacts/created/]]
 
  
Updated Contacts:
+
* [[API:ContactNotes:Get|Get Contact Notes]]
::[[API:Contacts:Updated|https://app.callproof.com/api/contacts/updated/]]
+
* [[API:ContactNote:Update|Update Contact Note]]
 +
* [[API:ContactNote:New|Create Contact Note]]
 +
* [[API:ContactNote:Delete|Delete Contact Note]]
  
Find Contacts:
+
----
::[[API:Contacts:Find|https://app.callproof.com/api/contacts/find/]]
 
  
Get Contact:
+
== People ==
::[[API:Contact:Get|https://app.callproof.com/api/contact/get/]]
 
  
Update Contact:
+
'''Purpose'''
::[[API:Contact:Update|https://app.callproof.com/api/contact/update/]]
 
  
Update Contact Reps:
+
Manage personnel associated with contacts.
::[[API:Contact:Update:Reps|https://app.callproof.com/api/contact/update/reps/]]
 
  
Create Contact:
+
'''Endpoints'''
::[[API:Contact:New|https://app.callproof.com/api/contact/new/]]
 
  
Delete Contact:
+
* [[API:People:Get|Get People]]
::[[API:Contact:Delete|https://app.callproof.com/api/contact/delete/]]
+
* [[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]]
  
Update Contact Custom Fields:
+
----
::[[API:Contact:CustomFields:Update|https://app.callproof.com/api/contact/custom_fields/update/]]
 
  
 +
== Calls ==
  
=== Contact Phones ===
+
'''Purpose'''
  
Get Updated Contact Phones:
+
Create and retrieve phone call information.
::[[API:Contact Phones:Updated|https://app.callproof.com/api/contact_phones/updated/]]
 
  
Get Contact Phones:
+
'''Endpoints'''
::[[API:ContactPhones:Get|https://app.callproof.com/api/contact_phones/get/]]
 
  
Update Contact Phone:
+
* [[API:Calls:Created|Created Calls]]
::[[API:ContactPhone:Update|https://app.callproof.com/api/contact_phone/update/]]
+
* [[API:Calls:ByID|Calls By ID]]
 +
* [[API:Call:Create|Create Call]]
  
Create Contact Phone:
+
----
::[[API:ContactPhone:New|https://app.callproof.com/api/contact_phone/new/]]
 
  
 +
== Appointments ==
  
=== Contact Notes ===
+
'''Purpose'''
  
Get Contact Notes:
+
Manage customer appointments.
::[[API:ContactNotes:Get|https://app.callproof.com/api/contact_notes/get/]]
 
  
Update Contact Note:
+
'''Endpoints'''
::[[API:ContactNote:Update|https://app.callproof.com/api/contact_note/update/]]
 
  
Create Contact Note:
+
* [[API:Appointments:Updated|Updated Appointments]]
::[[API:ContactNote:New|https://app.callproof.com/api/contact_note/new/]]
+
* [[API:Appointment:New|Create Appointment]]
 +
* [[API:Appointment:End|End Appointment]]
  
Delete Contact Note:
+
----
::[[API:ContactNote:Delete|https://app.callproof.com/api/contact_note/delete/]]
 
  
 +
== Custom Fields ==
  
=== Calls ===
+
'''Purpose'''
  
Created Calls:
+
Manage custom fields and their options.
::[[API:Calls:Created|https://app.callproof.com/api/calls/created/]]
 
  
Calls By ID:
+
'''Endpoints'''
::[[API:Calls:ByID|https://app.callproof.com/api/calls/by_id/]]
 
  
 +
* [[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]]
  
=== Appointments ===
+
----
  
Updated Appointments:
+
== Companies ==
::[[API:Appointments:Updated|https://app.callproof.com/api/appts/updated/]]
 
  
New Appointment:
+
'''Purpose'''
::[[API:Appointment:New|https://app.callproof.com/api/appts/new/]]
 
  
End Appointment:
+
Create, update, and delete company records.
::[[API:Appointment:End|https://app.callproof.com/api/appts/end/]]
 
  
=== Custom Fields ===
+
'''Endpoints'''
  
Get Custom Fields:
+
* [[API:Companies:Create|Create Companies]]
::[[API:CustomFields:Get|https://app.callproof.com/api/custom_fields/get/]]
+
* [[API:Companies:Update|Update Companies]]
 +
* [[API:Companies:Delete|Delete Companies]]
  
Update Custom Field:
+
----
::[[API:CustomField:Update|https://app.callproof.com/api/custom_field/update/]]
 
  
Create Custom Field:
+
== Opportunities ==
::[[API:CustomField:Create|https://app.callproof.com/api/custom_field/new/]]
 
  
Update Custom Field Option:
+
'''Purpose'''
::[[API:CustomFieldOption:Update|https://app.callproof.com/api/custom_field/option/update/]]
 
  
Create Custom Field Option:
+
Manage sales opportunities.
::[[API:CustomFieldOption:Create|https://app.callproof.com/api/custom_field/option/new/]]
 
  
=== Companies ===
+
'''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]]
  
Create Companies:
+
----
::[[API:Companies:Create|https://app.callproof.com/api/companies/new/]]
 
  
Update Companies:
+
== Follow-ups ==
::[[API:Companies:Update|https://app.callproof.com/api/companies/update/]]
 
  
Delete Companies:
+
'''Purpose'''
::[[API:Companies:Delete|https://app.callproof.com/api/companies/delete/]]
 
  
=== Opportunity ===
+
Manage follow-up tasks and reminders.
  
 +
'''Endpoints'''
  
Get Opportunity Stages:
+
* [[API:Followup:Updated|Updated Follow-ups]]
::[[API:Opportunity:Stages:Get|https://app.callproof.com/api/opportunity/stages/get/]]
+
* [[API:Followup:Create|Create Follow-up]]
  
Get Opportunity Type:
+
----
::[[API:Opportunity:Type:Get|https://app.callproof.com/api/opportunity/type/get/]]
 
  
Get Contact Opportunity:
+
== Event Forms ==
::[[API:Opportunity:Contact:Get|https://app.callproof.com/api/opportunity/get/]]
 
  
Create Opportunity:
+
'''Purpose'''
::[[API:Opportunity:Create|https://app.callproof.com/api/opportunity/new/]]
 
  
=== Followup ===
+
Retrieve and submit Event Form data.
  
 +
'''Endpoints'''
  
New Followup:
+
* [[API:EventForms:Get|Get Event Forms]]
::[[API:Followup:Create|https://app.callproof.com/api/followup/new/]]
+
* [[API:EventForms:Contact:Get|Get Contact Event Forms]]
 +
* [[API:EventForms:Details:Get|Get Event Form Details]]
 +
* [[API:EventForms:Contact:Create|Create Event Form]]
  
=== Event Forms ===
+
----
  
 +
== API Error Codes ==
  
Get Contact Event Forms:
+
CallProof follows standard HTTP response status codes for API requests.
::[[API:EventForms:Contact:Get|https://app.callproof.com/api/contact/event_form/get/]]
 
  
=== API Errors  ===
+
Common response codes include:
  
We followed standard errors from w3.org.  A link is provided here:  http://www.w3.org/Protocols/rfc2616/rfc2616-sec10.html
+
* 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