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Quote API
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Schema
Checked 1mo ago · Updated 1mo ago
Details
Filter operations
Account
9
Accounting
7
Accounts
17
AI Agent
7
AI Summary
3
Approvals
23
Asynchronous Operations
2
Attachments
6
Authentication
8
BankTransactions
3
Billing
49
Callouts
1
Credit Memo
13
CRM field mapping
7
CRM Import
5
CRM Integration
5
Custom Field
9
Customization
4
Deal Pulse
3
Discounts
6
Documents
8
Email
4
Entities
6
ERP
9
Experimental
11
Foreign Exchange
4
Get Products Information
2
Headless Quoting
6
Health
1
Import
11
Integrations
43
post
Add a Anrok integration
put
Test an integration is valid
post
Validate an address with Anrok
get
Get integration details
put
Pings Avalara
get
Gets Avalara integration details
get
Gets Avalara integration details
post
Create an Avalara integration
post
Opportunity name change notification
get
Fetch all associated CRM contacts for an account
post
Upsert CRM contacts for an account
get
Complete Docusign integration
post
Create Docusign integration
delete
Delete Docusign integration
post
Re-authenticate Docusign integration
get
Handle HubSpot authorization code
post
Initiate a HubSpot integration
delete
Delete HubSpot Integration
post
Add custom properties to HubSpot
post
Verify HubSpot setup
post
Sync esign details for order id
post
Sync order to Hubspot
post
Import account from HubSpot
post
Sync subscription to Hubspot
post
Sync subscription status to Hubspot
get
Callback for the authorization code
post
Initiate integration with Salesforce
delete
Delete Salesforce integration
get
Get Salesforce accounts
post
Import account from Salesforce
get
Get Salesforce account
put
Make an order primary
get
Get Salesforce opportunities
put
Sync order to Salesforce
put
Sync orders to Salesforce
put
Sync whole tenant to Salesforce in a paginated fashion
put
Sync orders to Salesforce
put
Sync an account to Salesforce
put
Sync subscription to Salesforce
post
Add a TaxJar integration
put
Test an integration is valid
post
Validate an address with TaxJar
get
Get integration details
Intelligent Sales Room
48
Invoice
1
Jobs
4
MetricsReporting
4
Notifications
4
Opportunity
4
Order
3
Orders
29
Partner Integration
4
Payments
21
Platform Feature
1
Playbook
2
Prismatic
6
Product Catalog
42
Product Hierarchy (Beta)
3
Product Provisioning
1
Quote Management
5
RateCard
6
Refunds
3
Reports
4
Revenue Enablement
9
Revenue Recognition
11
Search
2
Settings
44
Subscriptions
21
TemplateScript
3
Tenant
1
Usage
11
User Management
5
Users
15
Version Management
5
Integrations
Upsert CRM contacts for an account
post
/crm/contacts
Request body
UpsertCrmContactsRequest
required
accountId
string
contactCrmIds
string[]
Response
successful operation
UpsertCRMContactResponse[]
required
upserted
boolean
error
string
salesforceContact
SubskribeSalesforceContact
crmContact
CrmContact
upsertedContact
AccountContactJson
Changes