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CRM

Creates or Updates the customer (if existing) and adds an interaction under that customer.

post/crm/interaction

Request body

priority3 | 2 | 1 | -1 nullable

Priority of the customer. 3 -> HIGH, 2 -> MEDIUM, 1 -> LOW, -1 -> NOT MENTIONED

notesstring nullable

Remarks given by the user

processNamestring nullable

Process name in which this customer should be assigned

assignedTostring

Phone number of the user to which this interaction should be assigned. Phone number should have country code in it. If omitted the interaction gets assigned to the user whose api-key is used.

Example request

{
  "customer": {
    "name": "Rohit Agarwal",
    "phoneNumber": "+919898989898",
    "email": "rohit.agarwal@gmail.com",
    "company": {
      "name": "Agarwal Foods Limited",
      "address": {
        "street": "84-2, Main road",
        "city": "RAIPUR",
        "state": "Chattisgarh",
        "country": "India",
        "pincode": 578100
      },
      "kdm": {
        "name": "Varun Agarwal",
        "phoneNumber": "+919696969696"
      }
    }
  },
  "priority": 3,
  "notes": "Customer is interested and asked to drop details on mail. Scheduling a followup with Priyank to take the discussion forward",
  "processName": "Default Process",
  "assignedTo": "+919876543210",
  "userFields": [
    {
      "name": "source",
      "value": "Referral"
    },
    {
      "name": "status",
      "value": "Cold Followup"
    },
    {
      "name": "Followup On",
      "value": 1603171442
    }
  ]
}

Response

If the auth token is valid.

messagestring
statusCodenumber

Example response

{
  "message": "Successfully added the interaction"
}

Changes

No recorded changes to this endpoint across all 1 revision of this API.