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/Openintake API

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APIs1

Docs
History
Schema

Filter operations

Admin8

Analytics2

Auth11

Automations6

Availability Blocks4

Billing42

Branding4

Calendar35

Calls43

Cases11

Chat9

Chat Widget6

Clio18

CRM3

Croo8

Customer Questionnaires4

Dashboard6

Developer219

post/developer/agent-tokensCreate Agent Token
get/developer/agent-tokens/customer/{customer_id}List Customer Agent Tokens
patch/developer/agent-tokens/{token_id}/deactivateDeactivate Agent Token
get/developer/customersList Customers
post/developer/customersCreate Customer
get/developer/customers/recentsList Customers By Recency
post/developer/switch-customerSwitch Customer
get/developer/customer-usersList 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}/nameUpdate Customer Name
get/developer/google-calendarsList Google Calendars
get/developer/google-workspace-usersList Google Workspace Users
get/developer/microsoft365-usersList Microsoft365 Users
post/developer/calendar-sync/customerSync Customer Calendar Events
get/developer/calendar-sync/statsGet Calendar Sync Stats
get/developer/google-workspace-adminGet Google Workspace Admin
patch/developer/google-workspace-adminUpdate Google Workspace Admin
get/developer/calendar-invites/meetingsList Recent Meetings
post/developer/calendar-invites/sendSend Test Calendar Invite
get/developer/test-events/staff-membersList Staff With Booking Calendars
post/developer/test-events/createCreate Test Calendar Event
get/developer/phone-numbersList Phone Numbers
post/developer/phone-numbersCreate 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-usageGet Llm Usage
get/developer/zoho-fieldsGet Zoho Fields
post/developer/smartadvocate/sync-casesSync Smartadvocate Cases
get/developer/smartadvocate/sync-runsGet Smartadvocate Sync Runs
get/developer/practicepanther/audit-logGet Practicepanther Audit Log
post/developer/practicepanther/syncSync Practicepanther Data
post/developer/practicepanther/fix-phone-numbersFix Practicepanther Phone Numbers
post/developer/zoho/create-leadCreate Zoho Lead
get/developer/zoho/leadsList 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-goalGet Call Goal
patch/developer/call-goalUpdate Call Goal
get/developer/message-generation-contextGet Message Generation Context
patch/developer/message-generation-contextUpdate Message Generation Context
get/developer/case-notes-settingsGet Case Notes Settings
patch/developer/case-notes-settingsUpdate Case Notes Settings
get/developer/calls-page-settingsGet Calls Page Settings
patch/developer/calls-page-settingsUpdate Calls Page Settings
get/developer/chats-page-settingsGet Chats Page Settings
patch/developer/chats-page-settingsUpdate Chats Page Settings
get/developer/lead-classification-enabledGet Lead Classification Enabled
patch/developer/lead-classification-enabledUpdate Lead Classification Enabled
get/developer/summary-generation-contextGet Summary Generation Context
patch/developer/summary-generation-contextUpdate Summary Generation Context
get/developer/filevine-draft-generation-contextGet Filevine Draft Generation Context
patch/developer/filevine-draft-generation-contextUpdate Filevine Draft Generation Context
get/developer/transcript-settingsGet Transcript Settings
patch/developer/transcript-settingsUpdate Transcript Settings
get/developer/developer-settingsGet Developer Settings
patch/developer/developer-settingsUpdate Developer Settings
get/developer/outbound-developer-settingsGet Outbound Developer Settings
patch/developer/outbound-developer-settingsUpdate Outbound Developer Settings
get/developer/feature-flagsGet Feature Flags
patch/developer/feature-flagsUpdate Feature Flags
get/developer/auth-settingsGet Auth Settings
patch/developer/auth-settingsUpdate Auth Settings
get/developer/reports-settingsGet Reports Settings
patch/developer/reports-settingsUpdate Reports Settings
get/developer/zoho-settingsGet Zoho Settings
patch/developer/zoho-settingsUpdate Zoho Settings
get/developer/call-detail-settingsGet Call Detail Settings
patch/developer/call-detail-settingsUpdate Call Detail Settings
get/developer/greetingsGet Greetings
patch/developer/greetingsUpdate Greetings
get/developer/voicemail-modeGet Voicemail Mode Status
post/developer/voicemail-mode/enableEnable Voicemail Mode
post/developer/voicemail-mode/disableDisable Voicemail Mode
get/developer/realtime-lead-scoring-settingsGet Realtime Lead Scoring Settings
patch/developer/realtime-lead-scoring-settingsUpdate Realtime Lead Scoring Settings
get/developer/active-call-checkGet Active Call Check
patch/developer/active-call-checkUpdate Active Call Check
get/developer/screening-call-debugGet Screening Call Debug
get/developer/dry-run-case-matchingGet Dry Run Case Matching
patch/developer/dry-run-case-matchingUpdate Dry Run Case Matching
post/developer/mark-stuck-calls-completedMark Stuck Calls Completed
get/developer/cases/searchSearch Cases
get/developer/cases/{case_id}Get Case Detail
post/developer/send-leads-summary-emailSend Leads Summary Email Endpoint
post/developer/send-inquiry-summary-emailSend Inquiry Summary Email Endpoint
post/developer/send-report-emailSend Report Email Endpoint
post/developer/send-meeting-booked-emailSend Meeting Booked Email Endpoint
get/developer/outbound-phone-numbersList Outbound Phone Numbers
post/developer/trigger-outbound-callTrigger Outbound Call
post/developer/force-process-next-queued-callForce Process Next Queued Call
get/developer/outbound-dial-statusGet Outbound Dial Status
get/developer/customer-metricsGet Customer Metrics
get/developer/call-quality-metricsGet Call Quality Metrics
get/developer/transfer-metricsGet Transfer Metrics
get/developer/transfer-metrics/exportExport Transfer Metrics
patch/developer/transfer-metrics/ai-nameUpdate Ai Agent Name
post/developer/transfer-metrics/backfillBackfill Transfer Flows Endpoint
post/developer/transfer-metrics/backfill-recordingsBackfill Pbx Staff Legs Endpoint
post/developer/transfer-metrics/reorder-flowsRecapture Transfer Flow Order Endpoint
post/developer/transfer-metrics/recapture-v2Recapture Transfer Flows V2 Endpoint
post/developer/transfer-metrics/backfill-cdr-mirrorBackfill Netsapiens Cdr Mirror Endpoint
get/developer/technical-alertsList Technical Alerts
get/developer/calls/{call_id}/technical-alertGet Call Technical Alert
post/developer/technical-alerts/testSend Test Alert
get/developer/technical-alerts/promptGet Technical Alert Prompt
put/developer/technical-alerts/promptUpdate Technical Alert Prompt
get/developer/technical-alerts/settingsGet Technical Alert Global Settings
patch/developer/technical-alerts/settingsUpdate Technical Alert Global Settings
get/developer/reconciliation/issuesList Reconciliation Issues
get/developer/reconciliation/matchedList Matched Reconciliations
get/developer/reconciliation/orphan-webhooksList Orphan Webhooks
post/developer/reconciliation/{call_id}/rerunRerun Reconciliation
post/developer/reconciliation/force-matchForce Match
get/developer/docusign/remote-templatesList Docusign Remote Templates
get/developer/docusign/formsList Docusign Forms
post/developer/docusign/forms/importImport 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-labelAuto Label Docusign Fields
get/developer/docusign/forms/{form_id}/previewGet Docusign Form Preview
post/developer/docusign/forms/{form_id}/extractExtract Docusign Values
post/developer/docusign/forms/{form_id}/create-envelopeCreate Docusign Envelope
get/developer/docusign/envelopesList Docusign Envelopes
get/developer/croo/filtersGet Croo Filters
put/developer/croo/filtersUpdate Croo Filters
get/developer/croo/intake-promptGet Croo Intake Prompt
put/developer/croo/intake-promptUpdate Croo Intake Prompt
get/developer/croo/review-queueGet Croo Review Queue
post/developer/croo/review-queue/{croo_call_id}/graduateForce Graduate Croo Call
get/developer/call-analysis/settingsGet Call Analysis Settings
patch/developer/call-analysis/settingsUpdate Call Analysis Settings
get/developer/call-analysis/resultsGet Call Analysis Results
post/developer/call-analysis/run-batchRun Batch Analysis
post/developer/vapi-latency/backfillTrigger Vapi Latency Backfill
get/developer/vapi-latency/statsGet Vapi Latency Stats
get/developer/vapi-latencyList Vapi Latency
get/developer/vapi-latency/{vapi_call_id}/turnsGet Vapi Latency Turns
post/developer/llm-proxy-requests/importTrigger Llm Proxy Import
get/developer/llm-proxy-requests/statsGet Llm Proxy Stats
get/developer/llm-proxy-requests/import-stateGet Llm Proxy Import State
get/developer/llm-proxy-requests/call/{vapi_call_id}Get Llm Proxy Requests For Call
get/developer/llm-proxy-requestsList Llm Proxy Requests
get/developer/llm-proxy-requests/{request_id}Get Llm Proxy Request
get/developer/llm-proxy-requests/{request_id}/bodiesGet Llm Proxy Request Bodies
get/developer/zapier-configGet Zapier Config
put/developer/zapier-configUpdate 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/settingsGet Transcript Filing Settings
put/developer/transcript-filing/settingsUpdate Transcript Filing Settings
post/developer/transcript-filing/filename-previewPreview Filename Template
post/developer/transcript-filing/backfill-dry-runBackfill Transcript Filing Dry Run
post/developer/transcript-filing/clear-dry-run-filingsClear Dry Run Filings
post/developer/transcript-filing/purge-untagged-mattersPurge Untagged Matters
get/developer/transcript-filing/matter-sourcesGet Matter Sources
put/developer/transcript-filing/matter-sourcesUpdate Matter Sources
get/developer/transcript-filing/drive-browseBrowse Drive Folders
post/developer/transcript-filing/test-writeTest Drive Write
post/developer/transcript-filing/drive-matters/{drive_matter_id}/reset-profileReset Drive Matter Profile
post/developer/transcript-filing/runs/{automation_run_id}/rescreenRescreen Automation Run
get/developer/transcript-filing/drive-mattersList Drive Matters
get/developer/transcript-filing/case-matching-syncGet Drive Case Matching Sync Status
post/developer/transcript-filing/case-matching-syncTrigger Drive Case Matching Sync
post/developer/transcript-filing/matter-extraction/settingsUpdate Matter Extraction Settings
post/developer/transcript-filing/matter-extraction/runTrigger Matter Extraction
get/developer/rc-contact-sync/settingsGet Rc Contact Sync Settings
put/developer/rc-contact-sync/settingsUpdate Rc Contact Sync Settings
post/developer/rc-contact-sync/triggerTrigger Rc Contact Sync
get/developer/custom-triggers/sourcesList Custom Trigger Sources
get/developer/custom-triggers/eventsList Custom Trigger Events
get/developer/custom-triggers/settingsGet Custom Trigger Settings
put/developer/custom-triggers/settingsUpdate Custom Trigger Settings
get/developer/custom-triggers/mappingsList Custom Trigger Mappings
get/developer/settlement-metrics/brandingGet Branding
put/developer/settlement-metrics/brandingSave Branding
post/developer/settlement-metrics/branding/logoUpload Logo
delete/developer/settlement-metrics/branding/logoRemove Logo
get/developer/interviews/settingsGet Interview Settings
patch/developer/interviews/settingsUpdate Interview Settings
post/developer/interviews/settings/logoUpload Interview Logo
post/developer/interviews/previewPreview Interview Definition
put/developer/interviews/phone-numbers/{phone_number_id}Assign Interview Line
get/developer/interviews/templatesList Interview Templates
post/developer/interviews/templatesCreate Interview Template
get/developer/interviews/templates/{template_id}Get Interview Template
post/developer/interviews/templates/{template_id}/versionsCreate 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}/activateActivate Interview Template Version
get/developer/interviews/templates/{template_id}/versions/{version_id}/questionsGet Interview Version Questions
get/developer/interviews/templates/{template_id}/versions/{version_id}/sample-documentGet Interview Sample Document
get/developer/outlook-mailbox/settingsGet Outlook Mailbox Settings
put/developer/outlook-mailbox/settingsUpdate Outlook Mailbox Settings
get/developer/outlook-mailbox/messagesList Outlook Mailbox Messages
post/developer/outlook-mailbox/poll-nowPoll Outlook Mailbox Now
post/developer/outlook-mailbox/reset-syncReset Outlook Mailbox Sync
get/developer/outlook-mailbox/foldersList Outlook Mailbox Folders
post/developer/outlook-mailbox/discover-foldersDiscover Outlook Mailbox Folders
put/developer/outlook-mailbox/folders/{folder_id}Update Outlook Mailbox Folder
get/developer/settlement-metrics/team-assignmentsGet Shared Teams
post/developer/settlement-metrics/team-assignments/previewPreview Assignment
post/developer/settlement-metrics/team-assignments/applyApply Assignment
get/developer/settlement-metrics/settingsGet Settings
put/developer/settlement-metrics/settingsSave Settings
put/developer/settlement-metrics/syncSet Sync Enabled
get/developer/settlement-metrics/team-suggestionsSuggest Teams
get/developer/settlement-metrics/staff-optionsStaff Options
get/developer/settlement-metrics/devicesList Device Configurations
put/developer/settlement-metrics/devices/{device_id}Update Device
get/developer/settlement-metrics/previewPreview
get/developer/gpt-live-pilotGet Gpt Live Pilot Status
post/developer/gpt-live-pilot/callsStart Gpt Live Pilot Call
post/developer/gpt-live-pilot/calls/{call_id}/endEnd Gpt Live Pilot Call

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

NetSapiens10

OAuth24

OneDrive4

Outbound Leads12

Outbound Test Calls2

Outlook4

PDFs3

PracticePanther12

Questionnaire Requests6

Queued Outbound Calls5

Referral Portal2

Referrals5

Reports5

Saved Filters4

Scoreboard6

Settings61

Settlement Metrics6

SmartAdvocate38

SMS5

Telephony6

Texts7

Vapi18

VXT10

Webhooks5

Zapier10

get/metricsMetrics
get/Root
get/healthHealth Check

Developer

Changes to Apply Assignment

post/developer/settlement-metrics/team-assignments/apply

Sep 17, 20260afcd7c31ce2 Revision changes
- info
  endpoint added