crm

Lookup Crm Account

post/sessions/{session_id}/crm/lookup

Request

  • Base URL
    https://dev.whispa.net (the document declares no server; this is the origin it was published from)
  • Auth
    • OAuth 2
      Password
      Token URL: auth/bearer/login
    • or API key in cookie access_token

Path parameters

session_idstring uuid required

Request body

phonestring nullable

Phone number to match

emailstring nullable

Email address to match

namestring nullable

Customer name to match

dobstring date nullable

Date of birth to match

account_numberstring nullable

Provider-side account number to match

customer_idstring nullable

Provider-side customer id to match

client_idstring nullable

Owning creditor / client id to match

Response

Successful Response

total_matchedinteger
truncatedboolean

Changes

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