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🎯 Leads

Sales lead tracking and management

List leads

get
/api/v1.0/organisation/{org_uid}/leads/

Get a paginated list of leads with optional filters

Authorizations
sessionidstringRequired
Path parameters
org_uidstringRequired
Query parameters
namestringOptional

Filter leads by name/title (case-insensitive partial match)

sourcestringOptional

Filter by lead source

statusstring Β· enumOptional

Filter leads by status: won (probability=100), lost (probability=0), or open (not won/lost)

Possible values:
Responses
200Success
application/json

Comprehensive serializer for Lead model. Handles multilingual fields, sales stage relationships, and computed metrics like weighted value.

unique_idstring Β· max: 100 Β· nullableOptional
titlestringRequired
descriptionstring Β· nullableOptional
qualification_notesstring Β· nullableOptional
prioritystring Β· enumOptional
  • low - Low
  • medium - Medium
  • high - High
  • critical - Critical
Possible values:
lead_sourcestring Β· enumRequired

Select one of the predefined lead sources.

  • website - Website
  • social_media - Social Media
  • email_marketing - Email Marketing
  • referral - Referral
  • cold_calling - Cold Calling
  • trade_show - Trade Show
  • advertising - Advertising
  • content_marketing - Content Marketing
  • seo - SEO
  • ppc - Pay-per-Click
  • partner - Partner
  • other - Other
Possible values:
estimated_valuestring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
win_probabilitystring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,3}(?:\.\d{0,2})?$
weighted_valuestring Β· decimal Β· nullableRead-onlyRequiredPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
sales_stagestring Β· nullableRequired

Unique ID of an existing sales stage.

clientstring Β· nullableOptional

Unique ID of an existing client.

expected_close_datestring Β· date Β· nullableOptional
follow_up_datestring Β· date-time Β· nullableOptional
is_closedbooleanRead-onlyRequired
date_createdstring Β· date-timeRead-onlyRequired
last_updatedstring Β· date-timeRead-onlyRequired
get
/api/v1.0/organisation/{org_uid}/leads/

Create lead

post
/api/v1.0/organisation/{org_uid}/leads/create/

Create a new lead. Lead title, sales stage, and lead source are required.

Authorizations
sessionidstringRequired
Path parameters
org_uidstringRequired
Body

Comprehensive serializer for Lead model. Handles multilingual fields, sales stage relationships, and computed metrics like weighted value.

unique_idstring Β· max: 100 Β· nullableOptional
titlestring Β· min: 1Required
descriptionstring Β· nullableOptional
qualification_notesstring Β· nullableOptional
prioritystring Β· enumOptional
  • low - Low
  • medium - Medium
  • high - High
  • critical - Critical
Possible values:
lead_sourcestring Β· enumRequired

Select one of the predefined lead sources.

  • website - Website
  • social_media - Social Media
  • email_marketing - Email Marketing
  • referral - Referral
  • cold_calling - Cold Calling
  • trade_show - Trade Show
  • advertising - Advertising
  • content_marketing - Content Marketing
  • seo - SEO
  • ppc - Pay-per-Click
  • partner - Partner
  • other - Other
Possible values:
estimated_valuestring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
win_probabilitystring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,3}(?:\.\d{0,2})?$
sales_stagestring Β· nullableRequired

Unique ID of an existing sales stage.

clientstring Β· nullableOptional

Unique ID of an existing client.

expected_close_datestring Β· date Β· nullableOptional
follow_up_datestring Β· date-time Β· nullableOptional
Responses
post
/api/v1.0/organisation/{org_uid}/leads/create/

Get lead

get
/api/v1.0/organisation/{org_uid}/leads/{unique_id}/

Retrieve a specific lead

Authorizations
sessionidstringRequired
Path parameters
org_uidstringRequired
unique_idstringRequired
Responses
200Success
application/json

Comprehensive serializer for Lead model. Handles multilingual fields, sales stage relationships, and computed metrics like weighted value.

unique_idstring Β· max: 100 Β· nullableOptional
titlestringRequired
descriptionstring Β· nullableOptional
qualification_notesstring Β· nullableOptional
prioritystring Β· enumOptional
  • low - Low
  • medium - Medium
  • high - High
  • critical - Critical
Possible values:
lead_sourcestring Β· enumRequired

Select one of the predefined lead sources.

  • website - Website
  • social_media - Social Media
  • email_marketing - Email Marketing
  • referral - Referral
  • cold_calling - Cold Calling
  • trade_show - Trade Show
  • advertising - Advertising
  • content_marketing - Content Marketing
  • seo - SEO
  • ppc - Pay-per-Click
  • partner - Partner
  • other - Other
Possible values:
estimated_valuestring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
win_probabilitystring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,3}(?:\.\d{0,2})?$
weighted_valuestring Β· decimal Β· nullableRead-onlyRequiredPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
sales_stagestring Β· nullableRequired

Unique ID of an existing sales stage.

clientstring Β· nullableOptional

Unique ID of an existing client.

expected_close_datestring Β· date Β· nullableOptional
follow_up_datestring Β· date-time Β· nullableOptional
is_closedbooleanRead-onlyRequired
date_createdstring Β· date-timeRead-onlyRequired
last_updatedstring Β· date-timeRead-onlyRequired
get
/api/v1.0/organisation/{org_uid}/leads/{unique_id}/

Update lead

put
/api/v1.0/organisation/{org_uid}/leads/{unique_id}/update/

Update a specific lead (full or partial update).

Authorizations
sessionidstringRequired
Path parameters
org_uidstringRequired
unique_idstringRequired
Body

Comprehensive serializer for Lead model. Handles multilingual fields, sales stage relationships, and computed metrics like weighted value.

unique_idstring Β· max: 100 Β· nullableOptional
titlestring Β· min: 1Required
descriptionstring Β· nullableOptional
qualification_notesstring Β· nullableOptional
prioritystring Β· enumOptional
  • low - Low
  • medium - Medium
  • high - High
  • critical - Critical
Possible values:
lead_sourcestring Β· enumRequired

Select one of the predefined lead sources.

  • website - Website
  • social_media - Social Media
  • email_marketing - Email Marketing
  • referral - Referral
  • cold_calling - Cold Calling
  • trade_show - Trade Show
  • advertising - Advertising
  • content_marketing - Content Marketing
  • seo - SEO
  • ppc - Pay-per-Click
  • partner - Partner
  • other - Other
Possible values:
estimated_valuestring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
win_probabilitystring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,3}(?:\.\d{0,2})?$
sales_stagestring Β· nullableRequired

Unique ID of an existing sales stage.

clientstring Β· nullableOptional

Unique ID of an existing client.

expected_close_datestring Β· date Β· nullableOptional
follow_up_datestring Β· date-time Β· nullableOptional
Responses
200Success
application/json

Comprehensive serializer for Lead model. Handles multilingual fields, sales stage relationships, and computed metrics like weighted value.

unique_idstring Β· max: 100 Β· nullableOptional
titlestringRequired
descriptionstring Β· nullableOptional
qualification_notesstring Β· nullableOptional
prioritystring Β· enumOptional
  • low - Low
  • medium - Medium
  • high - High
  • critical - Critical
Possible values:
lead_sourcestring Β· enumRequired

Select one of the predefined lead sources.

  • website - Website
  • social_media - Social Media
  • email_marketing - Email Marketing
  • referral - Referral
  • cold_calling - Cold Calling
  • trade_show - Trade Show
  • advertising - Advertising
  • content_marketing - Content Marketing
  • seo - SEO
  • ppc - Pay-per-Click
  • partner - Partner
  • other - Other
Possible values:
estimated_valuestring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
win_probabilitystring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,3}(?:\.\d{0,2})?$
weighted_valuestring Β· decimal Β· nullableRead-onlyRequiredPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
sales_stagestring Β· nullableRequired

Unique ID of an existing sales stage.

clientstring Β· nullableOptional

Unique ID of an existing client.

expected_close_datestring Β· date Β· nullableOptional
follow_up_datestring Β· date-time Β· nullableOptional
is_closedbooleanRead-onlyRequired
date_createdstring Β· date-timeRead-onlyRequired
last_updatedstring Β· date-timeRead-onlyRequired
put
/api/v1.0/organisation/{org_uid}/leads/{unique_id}/update/

Update lead

patch
/api/v1.0/organisation/{org_uid}/leads/{unique_id}/update/

Update a specific lead (full or partial update).

Authorizations
sessionidstringRequired
Path parameters
org_uidstringRequired
unique_idstringRequired
Body

Comprehensive serializer for Lead model. Handles multilingual fields, sales stage relationships, and computed metrics like weighted value.

unique_idstring Β· max: 100 Β· nullableOptional
titlestring Β· min: 1Optional
descriptionstring Β· nullableOptional
qualification_notesstring Β· nullableOptional
prioritystring Β· enumOptional
  • low - Low
  • medium - Medium
  • high - High
  • critical - Critical
Possible values:
lead_sourcestring Β· enumOptional

Select one of the predefined lead sources.

  • website - Website
  • social_media - Social Media
  • email_marketing - Email Marketing
  • referral - Referral
  • cold_calling - Cold Calling
  • trade_show - Trade Show
  • advertising - Advertising
  • content_marketing - Content Marketing
  • seo - SEO
  • ppc - Pay-per-Click
  • partner - Partner
  • other - Other
Possible values:
estimated_valuestring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
win_probabilitystring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,3}(?:\.\d{0,2})?$
sales_stagestring Β· nullableOptional

Unique ID of an existing sales stage.

clientstring Β· nullableOptional

Unique ID of an existing client.

expected_close_datestring Β· date Β· nullableOptional
follow_up_datestring Β· date-time Β· nullableOptional
Responses
200Success
application/json

Comprehensive serializer for Lead model. Handles multilingual fields, sales stage relationships, and computed metrics like weighted value.

unique_idstring Β· max: 100 Β· nullableOptional
titlestringRequired
descriptionstring Β· nullableOptional
qualification_notesstring Β· nullableOptional
prioritystring Β· enumOptional
  • low - Low
  • medium - Medium
  • high - High
  • critical - Critical
Possible values:
lead_sourcestring Β· enumRequired

Select one of the predefined lead sources.

  • website - Website
  • social_media - Social Media
  • email_marketing - Email Marketing
  • referral - Referral
  • cold_calling - Cold Calling
  • trade_show - Trade Show
  • advertising - Advertising
  • content_marketing - Content Marketing
  • seo - SEO
  • ppc - Pay-per-Click
  • partner - Partner
  • other - Other
Possible values:
estimated_valuestring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
win_probabilitystring Β· decimal Β· nullableOptionalPattern: ^-?\d{0,3}(?:\.\d{0,2})?$
weighted_valuestring Β· decimal Β· nullableRead-onlyRequiredPattern: ^-?\d{0,16}(?:\.\d{0,2})?$
sales_stagestring Β· nullableRequired

Unique ID of an existing sales stage.

clientstring Β· nullableOptional

Unique ID of an existing client.

expected_close_datestring Β· date Β· nullableOptional
follow_up_datestring Β· date-time Β· nullableOptional
is_closedbooleanRead-onlyRequired
date_createdstring Β· date-timeRead-onlyRequired
last_updatedstring Β· date-timeRead-onlyRequired
patch
/api/v1.0/organisation/{org_uid}/leads/{unique_id}/update/

Delete lead

delete
/api/v1.0/organisation/{org_uid}/leads/{unique_id}/delete/

Delete a specific lead

Authorizations
sessionidstringRequired
Path parameters
org_uidstringRequired
unique_idstringRequired
Responses
delete
/api/v1.0/organisation/{org_uid}/leads/{unique_id}/delete/

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