Admin8

Analytics2

Appointment Reminders2

Auth11

Automations13

get/automations/inbox/summaryGet Inbox Automation Summary
get/automations/inbox/itemsList Inbox Items
get/automations/inbox/items/{inbox_item_id}Get Inbox Item
get/automations/inbox/mattersList Inbox Matters
get/automations/inbox/matters/{inbox_matter_id}Get Inbox Matter
post/automations/inbox/actions/{inbox_action_id}/reviewReview Inbox Action
get/automations/inbox/referral-sourcesList Inbox Referral Sources
get/automationsList Automation Runs
get/automations/filing-destinationsSearch Filing Destinations
get/automations/filing-controlsGet Filing Controls
put/automations/filing-controlsUpdate Filing Controls
get/automations/{automation_run_id}Get Automation Run
post/automations/{automation_run_id}/reviewReview Automation Run

Availability Blocks4

Billing42

Branding4

Calendar35

Calls43

Cases11

Chat9

Chat Widget6

Clio18

CRM3

Croo8

Customer Questionnaires4

Dashboard6

Developer229

Developer Questionnaires1

DocuSign4

Email5

Filevine15

Form Widget5

Forms8

GoHighLevel16

Granola4

Info Request2

Info Requests4

Inquiries7

Integrations2

Internal4

Interviews11

Lead Docket9

Lead Docket Enhanced9

Lead Docket Opportunities5

Lead Docket Opportunity Import4

Lead Docket Questionnaire3

Lead Docket Records10

Lead Docket Requests9

Lead Docket Texting4

Leads8

NetSapiens16

OAuth24

OneDrive4

Outbound Leads12

Outbound Test Calls2

Outlook4

PDFs3

PracticePanther12

Questionnaire Requests6

Queued Outbound Calls5

Referral Portal8

Referrals7

Reports5

Saved Filters4

Scoreboard6

Settings63

Settlement Metrics6

SmartAdvocate38

SMS5

Telephony6

Texts7

Vapi18

VXT10

Webhooks5

Zapier10

get/metricsMetrics
get/Root
get/healthHealth Check

Automations

Changes to List Inbox Referral Sources

get/automations/inbox/referral-sources

Oct 16, 2026c9ca07b3ac1e Revision changes
- info
  endpoint added