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openintake
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Openintake API
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SmartAdvocate
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post
/smartadvocate/connect
Connect Smartadvocate
get
/smartadvocate/status
Get Smartadvocate Status
get
/smartadvocate/settings
Get Smartadvocate Settings
patch
/smartadvocate/settings
Update Smartadvocate Settings
get
/smartadvocate/intake-push-notifications
Get Smartadvocate Intake Push Notifications
put
/smartadvocate/intake-push-notifications
Update Smartadvocate Intake Push Notifications
get
/smartadvocate/appointment-types/enabled
Get Smartadvocate Appointment Types Enabled
get
/smartadvocate/appointment-types
List Smartadvocate Appointment Types
post
/smartadvocate/appointment-types
Create Smartadvocate Appointment Type
put
/smartadvocate/appointment-types/{appointment_type_id}
Update Smartadvocate Appointment Type
delete
/smartadvocate/appointment-types/{appointment_type_id}
Delete Smartadvocate Appointment Type
get
/smartadvocate/case-status-routing/enabled
Get Smartadvocate Case Status Routing Enabled
get
/smartadvocate/case-status-routing/config
Get Smartadvocate Case Status Routing Config
put
/smartadvocate/case-status-routing/config
Update Smartadvocate Case Status Routing Config
get
/smartadvocate/case-status-routing/status-options
List Smartadvocate Case Status Options
get
/smartadvocate/case-status-routing/staff-options
List Smartadvocate Case Staff Options
get
/smartadvocate/case-status-rules
List Smartadvocate Case Status Rules
post
/smartadvocate/case-status-rules
Create Smartadvocate Case Status Rule
put
/smartadvocate/case-status-rules/{rule_id}
Update Smartadvocate Case Status Rule
delete
/smartadvocate/case-status-rules/{rule_id}
Delete Smartadvocate Case Status Rule
get
/smartadvocate/staff-destinations
List Smartadvocate Staff Destinations
post
/smartadvocate/staff-destinations
Create Smartadvocate Staff Destination
put
/smartadvocate/staff-destinations/{staff_destination_id}
Update Smartadvocate Staff Destination
delete
/smartadvocate/staff-destinations/{staff_destination_id}
Delete Smartadvocate Staff Destination
post
/smartadvocate/disconnect
Disconnect Smartadvocate
get
/smartadvocate/users
Get Smartadvocate Users
post
/smartadvocate/cases/search
Search Smartadvocate Cases
delete
/smartadvocate/notes/{note_id}
Delete Smartadvocate Note
patch
/smartadvocate/notes/{note_id}
Update Smartadvocate Note
post
/smartadvocate/cases/{smartadvocate_case_id}/sync
Trigger Smartadvocate Case Sync
get
/smartadvocate/intake-draft/by-call/{call_id}
Get Smartadvocate Intake Draft By Call
get
/smartadvocate/lookups
List Smartadvocate Lookups
get
/smartadvocate/intake-draft/case-groups
List Smartadvocate Case Groups
get
/smartadvocate/intake-draft/case-types
List Smartadvocate Case Types
get
/smartadvocate/intake-draft/{smartadvocate_intake_draft_id}/preview
Preview Smartadvocate Intake Draft
get
/smartadvocate/intake-draft/{smartadvocate_intake_draft_id}/fields
Get Smartadvocate Intake Draft Fields
post
/smartadvocate/intake-draft/{smartadvocate_intake_draft_id}/promote
Promote Smartadvocate Intake Draft
post
/smartadvocate/intake-draft/{smartadvocate_intake_draft_id}/retry-steps
Retry Smartadvocate Intake Draft Steps
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get
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get
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SmartAdvocate
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Changes to Get Smartadvocate Intake Draft Fields
get
/smartadvocate/intake-draft/{smartadvocate_intake_draft_id}/fields
Sep 24, 2026
e6cfdf8a3062
Revision changes
info
endpoint added