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openintake
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Openintake API
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APIs
1
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Admin
8
Analytics
2
Auth
11
Automations
6
Availability Blocks
4
Billing
42
Branding
4
Calendar
35
Calls
43
Cases
11
Chat
9
Chat Widget
6
Clio
18
CRM
3
Croo
8
Customer Questionnaires
4
Dashboard
6
Developer
219
post
/developer/agent-tokens
Create Agent Token
get
/developer/agent-tokens/customer/{customer_id}
List Customer Agent Tokens
patch
/developer/agent-tokens/{token_id}/deactivate
Deactivate Agent Token
get
/developer/customers
List Customers
post
/developer/customers
Create Customer
get
/developer/customers/recents
List Customers By Recency
post
/developer/switch-customer
Switch Customer
get
/developer/customer-users
List Customer Users
get
/developer/customer-address/{customer_id}
Get Customer Address
patch
/developer/customer-address/{customer_id}
Update Customer Address
patch
/developer/customers/{customer_id}/name
Update Customer Name
get
/developer/google-calendars
List Google Calendars
get
/developer/google-workspace-users
List Google Workspace Users
get
/developer/microsoft365-users
List Microsoft365 Users
post
/developer/calendar-sync/customer
Sync Customer Calendar Events
get
/developer/calendar-sync/stats
Get Calendar Sync Stats
get
/developer/google-workspace-admin
Get Google Workspace Admin
patch
/developer/google-workspace-admin
Update Google Workspace Admin
get
/developer/calendar-invites/meetings
List Recent Meetings
post
/developer/calendar-invites/send
Send Test Calendar Invite
get
/developer/test-events/staff-members
List Staff With Booking Calendars
post
/developer/test-events/create
Create Test Calendar Event
get
/developer/phone-numbers
List Phone Numbers
post
/developer/phone-numbers
Create Phone Number
delete
/developer/phone-numbers/{phone_number_id}
Delete Phone Number
patch
/developer/phone-numbers/{phone_number_id}
Update Phone Number
get
/developer/llm-usage
Get Llm Usage
get
/developer/zoho-fields
Get Zoho Fields
post
/developer/smartadvocate/sync-cases
Sync Smartadvocate Cases
get
/developer/smartadvocate/sync-runs
Get Smartadvocate Sync Runs
get
/developer/practicepanther/audit-log
Get Practicepanther Audit Log
post
/developer/practicepanther/sync
Sync Practicepanther Data
post
/developer/practicepanther/fix-phone-numbers
Fix Practicepanther Phone Numbers
post
/developer/zoho/create-lead
Create Zoho Lead
get
/developer/zoho/leads
List Zoho Leads
post
/developer/practicepanther/create-contact/{call_id}
Create Practicepanther Contact For Call
post
/developer/practicepanther/create-matter/{call_id}
Create Practicepanther Matter For Call
post
/developer/practicepanther/create-portal/{call_id}
Create Practicepanther Portal For Call
post
/developer/practicepanther/create-call/{call_id}
Create Practicepanther Call For Call
post
/developer/practicepanther/chat/create-contact/{conversation_id}
Create Practicepanther Contact For Chat
post
/developer/practicepanther/chat/create-matter/{conversation_id}
Create Practicepanther Matter For Chat
post
/developer/practicepanther/chat/create-portal/{conversation_id}
Create Practicepanther Portal For Chat
get
/developer/call-goal
Get Call Goal
patch
/developer/call-goal
Update Call Goal
get
/developer/message-generation-context
Get Message Generation Context
patch
/developer/message-generation-context
Update Message Generation Context
get
/developer/case-notes-settings
Get Case Notes Settings
patch
/developer/case-notes-settings
Update Case Notes Settings
get
/developer/calls-page-settings
Get Calls Page Settings
patch
/developer/calls-page-settings
Update Calls Page Settings
get
/developer/chats-page-settings
Get Chats Page Settings
patch
/developer/chats-page-settings
Update Chats Page Settings
get
/developer/lead-classification-enabled
Get Lead Classification Enabled
patch
/developer/lead-classification-enabled
Update Lead Classification Enabled
get
/developer/summary-generation-context
Get Summary Generation Context
patch
/developer/summary-generation-context
Update Summary Generation Context
get
/developer/filevine-draft-generation-context
Get Filevine Draft Generation Context
patch
/developer/filevine-draft-generation-context
Update Filevine Draft Generation Context
get
/developer/transcript-settings
Get Transcript Settings
patch
/developer/transcript-settings
Update Transcript Settings
get
/developer/developer-settings
Get Developer Settings
patch
/developer/developer-settings
Update Developer Settings
get
/developer/outbound-developer-settings
Get Outbound Developer Settings
patch
/developer/outbound-developer-settings
Update Outbound Developer Settings
get
/developer/feature-flags
Get Feature Flags
patch
/developer/feature-flags
Update Feature Flags
get
/developer/auth-settings
Get Auth Settings
patch
/developer/auth-settings
Update Auth Settings
get
/developer/reports-settings
Get Reports Settings
patch
/developer/reports-settings
Update Reports Settings
get
/developer/zoho-settings
Get Zoho Settings
patch
/developer/zoho-settings
Update Zoho Settings
get
/developer/call-detail-settings
Get Call Detail Settings
patch
/developer/call-detail-settings
Update Call Detail Settings
get
/developer/greetings
Get Greetings
patch
/developer/greetings
Update Greetings
get
/developer/voicemail-mode
Get Voicemail Mode Status
post
/developer/voicemail-mode/enable
Enable Voicemail Mode
post
/developer/voicemail-mode/disable
Disable Voicemail Mode
get
/developer/realtime-lead-scoring-settings
Get Realtime Lead Scoring Settings
patch
/developer/realtime-lead-scoring-settings
Update Realtime Lead Scoring Settings
get
/developer/active-call-check
Get Active Call Check
patch
/developer/active-call-check
Update Active Call Check
get
/developer/screening-call-debug
Get Screening Call Debug
get
/developer/dry-run-case-matching
Get Dry Run Case Matching
patch
/developer/dry-run-case-matching
Update Dry Run Case Matching
post
/developer/mark-stuck-calls-completed
Mark Stuck Calls Completed
get
/developer/cases/search
Search Cases
get
/developer/cases/{case_id}
Get Case Detail
post
/developer/send-leads-summary-email
Send Leads Summary Email Endpoint
post
/developer/send-inquiry-summary-email
Send Inquiry Summary Email Endpoint
post
/developer/send-report-email
Send Report Email Endpoint
post
/developer/send-meeting-booked-email
Send Meeting Booked Email Endpoint
get
/developer/outbound-phone-numbers
List Outbound Phone Numbers
post
/developer/trigger-outbound-call
Trigger Outbound Call
post
/developer/force-process-next-queued-call
Force Process Next Queued Call
get
/developer/outbound-dial-status
Get Outbound Dial Status
get
/developer/customer-metrics
Get Customer Metrics
get
/developer/call-quality-metrics
Get Call Quality Metrics
get
/developer/transfer-metrics
Get Transfer Metrics
get
/developer/transfer-metrics/export
Export Transfer Metrics
patch
/developer/transfer-metrics/ai-name
Update Ai Agent Name
post
/developer/transfer-metrics/backfill
Backfill Transfer Flows Endpoint
post
/developer/transfer-metrics/backfill-recordings
Backfill Pbx Staff Legs Endpoint
post
/developer/transfer-metrics/reorder-flows
Recapture Transfer Flow Order Endpoint
post
/developer/transfer-metrics/recapture-v2
Recapture Transfer Flows V2 Endpoint
post
/developer/transfer-metrics/backfill-cdr-mirror
Backfill Netsapiens Cdr Mirror Endpoint
get
/developer/technical-alerts
List Technical Alerts
get
/developer/calls/{call_id}/technical-alert
Get Call Technical Alert
post
/developer/technical-alerts/test
Send Test Alert
get
/developer/technical-alerts/prompt
Get Technical Alert Prompt
put
/developer/technical-alerts/prompt
Update Technical Alert Prompt
get
/developer/technical-alerts/settings
Get Technical Alert Global Settings
patch
/developer/technical-alerts/settings
Update Technical Alert Global Settings
get
/developer/reconciliation/issues
List Reconciliation Issues
get
/developer/reconciliation/matched
List Matched Reconciliations
get
/developer/reconciliation/orphan-webhooks
List Orphan Webhooks
post
/developer/reconciliation/{call_id}/rerun
Rerun Reconciliation
post
/developer/reconciliation/force-match
Force Match
get
/developer/docusign/remote-templates
List Docusign Remote Templates
get
/developer/docusign/forms
List Docusign Forms
post
/developer/docusign/forms/import
Import Docusign Template
get
/developer/docusign/forms/{form_id}
Get Docusign Form Detail
patch
/developer/docusign/forms/{form_id}
Update Docusign Form
patch
/developer/docusign/forms/{form_id}/fields/{field_id}
Update Docusign Form Field
post
/developer/docusign/forms/{form_id}/auto-label
Auto Label Docusign Fields
get
/developer/docusign/forms/{form_id}/preview
Get Docusign Form Preview
post
/developer/docusign/forms/{form_id}/extract
Extract Docusign Values
post
/developer/docusign/forms/{form_id}/create-envelope
Create Docusign Envelope
get
/developer/docusign/envelopes
List Docusign Envelopes
get
/developer/croo/filters
Get Croo Filters
put
/developer/croo/filters
Update Croo Filters
get
/developer/croo/intake-prompt
Get Croo Intake Prompt
put
/developer/croo/intake-prompt
Update Croo Intake Prompt
get
/developer/croo/review-queue
Get Croo Review Queue
post
/developer/croo/review-queue/{croo_call_id}/graduate
Force Graduate Croo Call
get
/developer/call-analysis/settings
Get Call Analysis Settings
patch
/developer/call-analysis/settings
Update Call Analysis Settings
get
/developer/call-analysis/results
Get Call Analysis Results
post
/developer/call-analysis/run-batch
Run Batch Analysis
post
/developer/vapi-latency/backfill
Trigger Vapi Latency Backfill
get
/developer/vapi-latency/stats
Get Vapi Latency Stats
get
/developer/vapi-latency
List Vapi Latency
get
/developer/vapi-latency/{vapi_call_id}/turns
Get Vapi Latency Turns
post
/developer/llm-proxy-requests/import
Trigger Llm Proxy Import
get
/developer/llm-proxy-requests/stats
Get Llm Proxy Stats
get
/developer/llm-proxy-requests/import-state
Get Llm Proxy Import State
get
/developer/llm-proxy-requests/call/{vapi_call_id}
Get Llm Proxy Requests For Call
get
/developer/llm-proxy-requests
List Llm Proxy Requests
get
/developer/llm-proxy-requests/{request_id}
Get Llm Proxy Request
get
/developer/llm-proxy-requests/{request_id}/bodies
Get Llm Proxy Request Bodies
get
/developer/zapier-config
Get Zapier Config
put
/developer/zapier-config
Update Zapier Config
post
/developer/zapier-config/preview/{call_id}
Preview Zapier Output
post
/developer/zapier-config/preview-chat/{conversation_id}
Preview Zapier Chat Output
get
/developer/transcript-filing/settings
Get Transcript Filing Settings
put
/developer/transcript-filing/settings
Update Transcript Filing Settings
post
/developer/transcript-filing/filename-preview
Preview Filename Template
post
/developer/transcript-filing/backfill-dry-run
Backfill Transcript Filing Dry Run
post
/developer/transcript-filing/clear-dry-run-filings
Clear Dry Run Filings
post
/developer/transcript-filing/purge-untagged-matters
Purge Untagged Matters
get
/developer/transcript-filing/matter-sources
Get Matter Sources
put
/developer/transcript-filing/matter-sources
Update Matter Sources
get
/developer/transcript-filing/drive-browse
Browse Drive Folders
post
/developer/transcript-filing/test-write
Test Drive Write
post
/developer/transcript-filing/drive-matters/{drive_matter_id}/reset-profile
Reset Drive Matter Profile
post
/developer/transcript-filing/runs/{automation_run_id}/rescreen
Rescreen Automation Run
get
/developer/transcript-filing/drive-matters
List Drive Matters
get
/developer/transcript-filing/case-matching-sync
Get Drive Case Matching Sync Status
post
/developer/transcript-filing/case-matching-sync
Trigger Drive Case Matching Sync
post
/developer/transcript-filing/matter-extraction/settings
Update Matter Extraction Settings
post
/developer/transcript-filing/matter-extraction/run
Trigger Matter Extraction
get
/developer/rc-contact-sync/settings
Get Rc Contact Sync Settings
put
/developer/rc-contact-sync/settings
Update Rc Contact Sync Settings
post
/developer/rc-contact-sync/trigger
Trigger Rc Contact Sync
get
/developer/custom-triggers/sources
List Custom Trigger Sources
get
/developer/custom-triggers/events
List Custom Trigger Events
get
/developer/custom-triggers/settings
Get Custom Trigger Settings
put
/developer/custom-triggers/settings
Update Custom Trigger Settings
get
/developer/custom-triggers/mappings
List Custom Trigger Mappings
get
/developer/settlement-metrics/branding
Get Branding
put
/developer/settlement-metrics/branding
Save Branding
post
/developer/settlement-metrics/branding/logo
Upload Logo
delete
/developer/settlement-metrics/branding/logo
Remove Logo
get
/developer/interviews/settings
Get Interview Settings
patch
/developer/interviews/settings
Update Interview Settings
post
/developer/interviews/settings/logo
Upload Interview Logo
post
/developer/interviews/preview
Preview Interview Definition
put
/developer/interviews/phone-numbers/{phone_number_id}
Assign Interview Line
get
/developer/interviews/templates
List Interview Templates
post
/developer/interviews/templates
Create Interview Template
get
/developer/interviews/templates/{template_id}
Get Interview Template
post
/developer/interviews/templates/{template_id}/versions
Create Interview Template Version
get
/developer/interviews/templates/{template_id}/versions/{version_id}
Get Interview Template Version
post
/developer/interviews/templates/{template_id}/versions/{version_id}/activate
Activate Interview Template Version
get
/developer/interviews/templates/{template_id}/versions/{version_id}/questions
Get Interview Version Questions
get
/developer/interviews/templates/{template_id}/versions/{version_id}/sample-document
Get Interview Sample Document
get
/developer/outlook-mailbox/settings
Get Outlook Mailbox Settings
put
/developer/outlook-mailbox/settings
Update Outlook Mailbox Settings
get
/developer/outlook-mailbox/messages
List Outlook Mailbox Messages
post
/developer/outlook-mailbox/poll-now
Poll Outlook Mailbox Now
post
/developer/outlook-mailbox/reset-sync
Reset Outlook Mailbox Sync
get
/developer/outlook-mailbox/folders
List Outlook Mailbox Folders
post
/developer/outlook-mailbox/discover-folders
Discover Outlook Mailbox Folders
put
/developer/outlook-mailbox/folders/{folder_id}
Update Outlook Mailbox Folder
get
/developer/settlement-metrics/team-assignments
Get Shared Teams
post
/developer/settlement-metrics/team-assignments/preview
Preview Assignment
post
/developer/settlement-metrics/team-assignments/apply
Apply Assignment
get
/developer/settlement-metrics/settings
Get Settings
put
/developer/settlement-metrics/settings
Save Settings
put
/developer/settlement-metrics/sync
Set Sync Enabled
get
/developer/settlement-metrics/team-suggestions
Suggest Teams
get
/developer/settlement-metrics/staff-options
Staff Options
get
/developer/settlement-metrics/devices
List Device Configurations
put
/developer/settlement-metrics/devices/{device_id}
Update Device
get
/developer/settlement-metrics/preview
Preview
get
/developer/gpt-live-pilot
Get Gpt Live Pilot Status
post
/developer/gpt-live-pilot/calls
Start Gpt Live Pilot Call
post
/developer/gpt-live-pilot/calls/{call_id}/end
End Gpt Live Pilot Call
Developer Questionnaires
1
DocuSign
4
Email
5
Filevine
15
Form Widget
5
Forms
8
GoHighLevel
16
Granola
4
Info Request
2
Info Requests
4
Inquiries
7
Integrations
2
Internal
4
Interviews
11
Lead Docket
9
Lead Docket Enhanced
9
Lead Docket Opportunities
5
Lead Docket Opportunity Import
4
Lead Docket Questionnaire
3
Lead Docket Records
10
Lead Docket Requests
9
Lead Docket Texting
4
Leads
8
NetSapiens
10
OAuth
24
OneDrive
4
Outbound Leads
12
Outbound Test Calls
2
Outlook
4
PDFs
3
PracticePanther
12
Questionnaire Requests
6
Queued Outbound Calls
5
Referral Portal
2
Referrals
5
Reports
5
Saved Filters
4
Scoreboard
6
Settings
61
Settlement Metrics
6
SmartAdvocate
38
SMS
5
Telephony
6
Texts
7
Vapi
18
VXT
10
Webhooks
5
Zapier
10
get
/metrics
Metrics
get
/
Root
get
/health
Health Check
Developer
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Changes to Create Interview Template
post
/developer/interviews/templates
Sep 30, 2026
912982f625cd
Revision changes
info
endpoint added