CRM

Create Lead document

Create lead document record before next step file upload.

post/admin/crm/leads-documents

Request

  • Base URL: https://demo.splynx.com/api/2.0
  • URL: https://demo.splynx.com/api/2.0/admin/crm/leads-documents
  • Auth: HTTP basic

Request body

customer_idnumber required
typestring required
titlestring required
descriptionstring
visible_by_customerstring

Will be visible on customer portal

contract_datestring

Date when contract starts

Example request

{
  "customer_id": 1,
  "type": "uploaded",
  "title": "lead document title",
  "description": "document description",
  "visible_by_customer": "0",
  "contract_date": "2017-01-01"
}

Response

idnumber

Lead Documents ID

Example response

{
  "id": 1
}

Changes

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