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CRM

Fetches the allocations of a given date (Only allows the past dates). This API returns at max 100 records in one page

get/crm/allocations

Query parameters

datestring
Example:2026-03-23

Date for which allocations should be fetched. Accepted format is YYYY-MM-DD. Only the past dates are allowed.

pageNonumber required

Requested Page number

processNamestring
Example:Default Proccess

Name of the proccess for which allocations should be fetched.

Response

If the auth token is valid.

statusCodenumber

Will be 0 in case of success

messagestring

Contains the success message or error reason, based on the statusCode

Example response

{
  "statusCode": 0,
  "message": "Successfully fetched the allocations list",
  "data": {
    "metadata": [
      {
        "total": 1,
        "page": 1
      }
    ],
    "data": [
      {
        "_id": "507f1f77bcf86cd799439011",
        "customer": {
          "id": "5f5a5a5a5a5a5a5a5a5a5a5a",
          "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",
        "source": "Website enquiry",
        "assigned": {
          "from": "Rahul Singh",
          "to": "Priyank Gupta"
        },
        "userFields": [
          {
            "name": "source",
            "value": "Website enquiry"
          },
          {
            "name": "followup On",
            "value": 1600862400
          }
        ],
        "createdAt": 1600486640,
        "processName": "Default Process"
      }
    ]
  }
}

Changes