CRM

Create contact view

Changed on

Creates a saved view: a named filter and sort over people. Filter conditions are combined with AND. Returns 400 validation_error with INVALID_REQUEST_BODY (per-field errors[]) for a blank or too long name or more than 50 filters; INVALID_FILTER_FIELD, INVALID_FILTER_OPERATOR, INVALID_FILTER_VALUE, INVALID_SORT_FIELD or FIELD_NOT_SORTABLE for an invalid filter or sort; USER_HAS_NO_TEAM for owner_type: TEAM when the user has no team.

post/v2/api/crm/views

Request

  • Base URL
    https://api.withallo.com
  • URL
    https://api.withallo.com/v2/api/crm/views
  • Auth
    API key in header Authorization

Request body

namestring required
owner_type'USER' | 'TEAM'

USER is private to the API key's user. TEAM is shared with the user's team; it returns 400 USER_HAS_NO_TEAM when the user has no team.

Example request

{
  "name": "Hot leads",
  "filters": [
    {
      "field": "company",
      "operator": "CONTAINS",
      "value": "Acme"
    }
  ],
  "sort": [
    {
      "field": "created_at",
      "order": "desc"
    }
  ],
  "owner_type": "USER"
}

Response

The view that was created

Example response

{
  "data": {
    "id": "cvw_2abc",
    "name": "Hot leads",
    "filters": [
      {
        "field": "company",
        "operator": "CONTAINS",
        "value": "Acme"
      }
    ],
    "sort": [
      {
        "field": "created_at",
        "order": "desc"
      }
    ],
    "owner_type": "USER",
    "user_id": "usr_2abc",
    "created_at": "2026-10-23T10:00:00",
    "updated_at": "2026-10-23T10:00:00"
  }
}

Changes