Hey there 👋! Welcome to the Consensus API. We supply a collection of endpoints that allow you to do some awesome things with your Consensus account and data. Check it out!
If you'd prefer to use our Postman Collection, or download our OpenAPI spec file, please follow the links below:
In order to authorize, you'll need to pass the following params with each request:
Example:
"auth": {
"api_key": "XXXXX...XXX",
"api_secret": "XXXXX...XXX",
"user_email": "example@email.domain",
"source_name": "service name",
"user_activity": true
}
Finally, you can learn more about retrieving your api key and secret by visiting our knowledge base article Here.
The reporting endpoints provide bulk data on everything from Consensus Users, to details about DemoBoards, their recipients/viewers and more!
Returns Consensus User metadata
{
"data": {
"items": [
{
"userUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"firstName": "John",
"lastName": "Doe",
"email": "example@email.domain",
"roles": "Admin, Sales",
"groupUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"groupName": "Main group",
"dateAdded": "2023-08-22T08:22:55+0000",
"lastActivityDateTime": "2023-08-22T08:22:55+0000",
"status": "active"
}
],
"paging": {
"countItems": 1,
"limit": 500,
"page": 1,
"nextPage": 0,
"previousPage": 0
}
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 401,
"message": "PERMISSION_DENIED"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}
Returns Consensus Demo metadata
{
"data": {
"items": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": null,
"internalTitle": null,
"description": null,
"type": "advanced",
"isPublic": false,
"isArchived": false,
"isPublished": false,
"createdAt": "2023-08-22T08:22:55+0000",
"hasCmsVideo": false,
"folderInfo": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"name": null,
"path": null
},
"creatorData": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"email": "example@email.domain",
"firstName": "John",
"lastName": "Doe"
},
"ownerData": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"email": "example@email.domain",
"firstName": "John",
"lastName": "Doe"
},
"mainVideo": {
"videoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"videoCmsId": "1101",
"duration": "413.2"
},
"features": [
{
"name": null,
"shortVideoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"shortVideoCmsId": "1101",
"shortVideoDuration": "413.2",
"longVideoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"longVideoCmsId": "1101",
"longVideoDuration": "413.2"
}
],
"subDemos": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": null,
"internalTitle": null,
"type": "advanced",
"mainVideo": {
"videoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"videoCmsId": "1101",
"duration": "413.2"
},
"features": [
{
"name": null,
"shortVideoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"shortVideoCmsId": "1101",
"shortVideoDuration": "413.2",
"longVideoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"longVideoCmsId": "1101",
"longVideoDuration": "413.2"
}
]
}
]
}
],
"paging": {
"countItems": 1,
"limit": 500,
"page": 1,
"nextPage": 0,
"previousPage": 0
},
"sorting": "createdAt"
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 401,
"message": "PERMISSION_DENIED"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}
Returns Consensus Sales Demolytics Report Data
{
"data": {
"items": [
{
"daysFromLastActivity": 1,
"sharesByViewer": 1,
"organization": null,
"recipient": null,
"email": "example@email.domain",
"createdBy": "John",
"creationSource": "sfdc|outlook|outreach|ios|android|snap|gsnap|zapier|api|webapp",
"creatorEmail": "example@email.domain",
"timeDiff": "10:00",
"demoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"demoTitle": null,
"demoCreatorEmail": "example@email.domain",
"dateCreated": "2023-08-22T08:22:55+0000",
"dateInvited": "2023-08-22T08:22:55+0000",
"viewTime": "20:00:00",
"viewDate": "2023-09-29",
"viewLocation": "Dalas",
"invitedBy": "John",
"branchingResponse": null,
"subDemoTitle": null,
"veryImportantSelected": "feature1;feature2",
"somewhatImportantSelected": "feature1;feature2",
"notImportantSelected": "feature1;feature2"
}
],
"paging": {
"countItems": 1,
"limit": 500,
"page": 1,
"nextPage": 0,
"previousPage": 0
}
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 401,
"message": "PERMISSION_DENIED"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}
Returns Consensus DemoBoard Report Data.
The timeframe within start_date and end_date in request determines the timeframe of the last DemoBoard update. Response returns DemoBoard(s) with the last DemoBoard updated date within the provided timeframe in the request
{
"data": {
"items": [
{
"senddemoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"senddemoHash": "xxxxxxxx",
"isTest": false,
"demoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"parentDemoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"demoUuids": [
"xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx"
],
"parentDemoUuids": [
"xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx"
],
"demoboardName": null,
"organization": null,
"viewCount": 10,
"viewTime": 413.2,
"ownerUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"ownerName": "John",
"ownerFirstName": "John",
"ownerLastName": "Doe",
"totalHotspotOpened": 10,
"totalPageViews": 10,
"totalTourViews": 10,
"sharedCount": 10,
"creationDate": "2023-03-08 10:45:58",
"creationSource": "sfdc|outlook|outreach|ios|android|snap|gsnap|zapier|api|webapp",
"timeLastView": "2023-03-08 10:45:58",
"externalOpportunity": {
"externalOpportunityId": "1101",
"externalOpportunityName": null,
"externalAccountId": "1101",
"externalAccountName": null
},
"invites": [
{
"name": "John",
"firstName": "John",
"lastName": "Doe",
"contactUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": null,
"primary": null,
"inviteUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"inviteStatus": null,
"hash": "xxxxxxxx",
"email": "example@email.domain",
"source": "invite_others|legacy|share|snap|way|integration",
"sourceHR": null,
"ownerUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"ownerName": "John",
"ownerFirstName": "John",
"ownerLastName": "Doe",
"sharedByUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"sharedByName": "John",
"totalHotspotsOpened": 10,
"totalPageViews": 10,
"totalTourViews": 10,
"totalDuration": "413.2",
"shares": 0,
"views": 0,
"viewData": [
{
"dateView": "2023-03-08 10:45:58",
"linkUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"viewId": "1101",
"selectedDemoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"demoTitle": null,
"demoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"answerIndex": null,
"answerName": null,
"duration": "413.2",
"files": 3,
"isReplay": 1,
"features": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": null,
"value": "high"
}
]
}
]
}
]
}
],
"paging": {
"countItems": 1,
"limit": 500,
"page": 1,
"nextPage": 0,
"previousPage": 0
},
"sorting": null
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 401,
"message": "PERMISSION_DENIED"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}
Update CRM Sync data
Update CRM Sync Opportunity Data for a DemoBoard
{
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"status": 404,
"data": {
"error": {
"code": "NOT_FOUND",
"values": {
"key_field": "key_value"
},
"message": "Something with a {key_field} and {key_value} not found"
}
}
}
{
"message": null,
"status": 500
}
This collection lets you work with Demo Data.
Returns List of demos and related metadata
Min value 1, max value 500
{
"data": {
"items": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"uuidType": "organization",
"title": null,
"internalTitle": null,
"description": null,
"type": "single",
"isPublic": true,
"isArchived": true,
"isPublished": true,
"createdAt": "2018-08-22T08:22:55+0000",
"previewLink": "https://play.goconsensus.com/xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx?preview=sales",
"ownerData": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"email": "example@email.domain",
"firstName": "John",
"lastName": "Smith"
},
"creatorData": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"email": "example@email.domain",
"firstName": "John",
"lastName": "Smith"
},
"folderInfo": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"name": "Favorite folder"
},
"highSpot": {
"publishedDate": 1691743777,
"isPublished": true
},
"language": {
"code": "en",
"title": "English"
},
"permissions": [
{
"uuid": null,
"type": "group",
"sharedBelow": true,
"value": null,
"groupLevel": null,
"displayName": null
}
],
"previewThumbs": [
"string"
],
"tours": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"featureUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"thumbs": {
"default": [
"string"
]
}
}
],
"folderPermissions": [
{
"uuid": null,
"type": "group",
"sharedBelow": true,
"value": null,
"groupLevel": null,
"displayName": null,
"folderUuid": null,
"folderName": null
}
]
}
],
"paging": [
{
"countItems": 0,
"limit": 0,
"page": 0,
"previousPage": 0,
"nextPage": 0
}
],
"sorting": null
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"message": null,
"status": 500
}
Returns demo information
{
"data": {
"demoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"uuidType": "organization",
"demoType": "single",
"title": null,
"internalTitle": null,
"description": null,
"type": "single",
"isPublic": true,
"isArchived": true,
"creationDate": "2018-08-22T08:22:55+0000",
"linkUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"ownerData": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"email": "example@email.domain",
"firstName": "John",
"lastName": "Smith"
},
"permissions": [
{
"uuid": null,
"type": "group",
"displayName": null
}
]
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 404,
"data": {
"error": {
"code": "NOT_FOUND",
"values": {
"key_field": "key_value"
},
"message": "Something with a {key_field} and {key_value} not found"
}
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"message": null,
"status": 500
}
The service to work with user info
This endpoint returns information about a single Consensus User based on
{
"data": {
"user": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"status": null,
"active": true,
"email": "example@email.domain",
"firstName": "John",
"lastName": "Smith",
"displayName": "John Smith",
"groupType": "Organization",
"timeCreated": "1970-01-01T12:10:15+0000",
"timeUpdated": "1970-01-01T12:10:15+0000",
"avatar": "contentUuid: zzzzzzzz-zzzzz-zzzzz-zzzz-zzzzzzzzzzzz",
"phoneNumber": "Test phone",
"twitterLink": "twitterLink",
"linkedinLink": "linkedinLink",
"googleLink": "googleLink"
},
"group": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"status": "active",
"name": "Organization name",
"type": "organization",
"level": 0,
"timeCreated": "1970-01-01T12:10:15+0000",
"timeUpdated": "1970-01-01T12:10:15+0000",
"parentUuid": "yyyyyyyy-yyyyy-yyyyy-yyyy-yyyyyyyyyyyy",
"description": "Group description",
"creatorUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"creatorFullName": "Creator name"
}
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"status": 404,
"data": {
"error": {
"code": "NOT_FOUND",
"values": {
"key_field": "key_value"
},
"message": "Something with a {key_field} and {key_value} not found"
}
}
}
{
"message": null,
"status": 500
}
The marketing collection is all about Consensus public links, and working with leads generated
Returns Lead contacts information.
Min value 1, max value 500
Demo uuid from what lead has come
view id (should be used for heatmap)
{
"data": {
"items": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"demoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"viewId": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"heatmapUrl": "http://example.domain/path?parameters",
"email": "example@email.domain",
"firstName": "John",
"lastName": "Smith",
"organization": "company name",
"leadOwnerGroup": "Lead Owner Group Name",
"docDownloads": "12",
"viewTime": "12",
"creationDate": "2018-08-22T08:22:55+0000",
"utm": null,
"form": null,
"dateView": 1546367750,
"demoTitle": "Demo title",
"answerIndex": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"answerName": "Answer name",
"features": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": "feature title",
"value": "high|medium|none"
}
],
"geoData": {
"postalCode": "10001",
"latitude": "40.711413",
"longitude": "-74.015369",
"localeCode": "en",
"continentCode": "NA",
"continentName": "North America",
"countryIsoCode": "US",
"countryName": "United States",
"timeZone": "America/Los_Angeles"
},
"answer": {
"parentDemoTitle": "sample demo",
"parentDemoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"selectedDemoTitle": "Sample embedded demo",
"selectedDemoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"selectedIndex": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"selectedText": "Sample answer to question"
}
}
],
"paging": [
{
"countItems": 0,
"limit": 0,
"page": 0,
"nextPage": 0,
"previousPage": 0
}
],
"sorting": null
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"message": null,
"status": 500
}
Create a new lead.
{
"data": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx"
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"message": null,
"status": 500
}
* Creates a new marketing link and provides the UUID and Hash for that link.
*
{
"data": {
"item": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"hash": "ddfsdfsd"
}
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"message": null,
"status": 500
}
The Sales collection lets you retrieve or search for sales demolytics data by demoboard,
Returns Track Demos Sent data by date range and demo uuids.
Min value 1, max value 500
{
"data": {
"items": [
{
"senddemoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"senddemoHash": "bc85667a",
"demoboardName": "Test title",
"isTest": true,
"demoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"parentDemoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"demoUuids": [
"xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx"
],
"parentDemoUuids": [
"xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx"
],
"organization": "Test organization",
"opportunity": "Internal opportunity",
"viewCount": "12",
"viewTime": "346.0",
"ownerUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"ownerName": "John Doe",
"totalHotspotOpened": 0,
"totalPageViews": 0,
"totalTourViews": 0,
"externalOpportunity": {
"externalOpportunityId": "1232321321",
"externalOpportunityName": "Opportunity name",
"externalAccountId": "1232321321",
"externalAccountName": "Account name"
},
"sharedCount": 10,
"invites": [
{
"name": "John Smith",
"contactUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": "Test title",
"totalDuration": 21.2468,
"shares": 4,
"primary": "primary",
"hash": "c46eea41",
"inviteUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"email": "example@email.domain",
"views": 3,
"source": "invite_others|legacy|share|snap|way|integration",
"sourceHR": "Link that was shared",
"ownerUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"ownerName": "John Doe",
"sharedByUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"sharedByName": "John Doe",
"totalHotspotsOpened": 0,
"totalPageViews": 0,
"totalTourViews": 0,
"viewData": [
{
"dateView": "YYYY-MM-DD HH:MM:SS",
"linkUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"viewId": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"selectedDemoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"demoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"demoTitle": "Test title",
"isReplay": 1,
"duration": 7.8311,
"files": 3,
"answerIndex": "xxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
"answerName": "Answer name",
"features": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": "feature title"
}
]
}
]
}
],
"creationDate": 1550650730,
"timeLastView": 1550650730,
"creationSource": "sfdc,outlook,outreach,ios,android,snap,gsnap,zapier,api,webapp"
}
],
"paging": [
{
"countItems": 0,
"limit": 0,
"page": 0,
"previousPage": 0,
"nextPage": 0
}
],
"sorting": null
},
"status": 200
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"status": 404,
"data": {
"error": {
"code": "NOT_FOUND",
"values": {
"key_field": "key_value"
},
"message": "Something with a {key_field} and {key_value} not found"
}
}
}
{
"message": null,
"status": 500
}
Create a DemoBoard with recipients and receive a unique DemoBoard hash ID.
Link title, used for mailmerge links only
{
"data": {
"item": {
"senddemo_uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"senddemo_hash": "ddfsdfsd",
"isTest": true,
"recipients": [
{
"invite_hash": "ddfsdfsd",
"invite_uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"contact_uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"email": "example@email.domain",
"first_name": "John",
"last_name": "Smith"
}
]
}
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"status": 404,
"data": {
"error": {
"code": "NOT_FOUND",
"values": {
"key_field": "key_value"
},
"message": "Something with a {key_field} and {key_value} not found"
}
}
}
{
"message": null,
"status": 500
}
Update an existing DemoBoard and it’s metadata using the unique DemoBoard UUID.
{
"auth": {
"api_key": "XXXXX...XXX",
"api_secret": "XXXXX...XXX",
"user_email": "example@email.domain",
"source_name": "service name",
"user_activity": true
},
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"organization": "Test organization",
"opportunity": null,
"isTest": true,
"contactInfoUuid": null,
"showUserContactInfo": true,
"noViewNotifications": {
"isEnabled": true,
"repeatPeriod": 3,
"repeatTimes": 5
},
"externalOpportunity": {
"externalAccountId": "123-123",
"externalAccountName": "Account Name",
"externalOpportunityId": "123-123",
"externalOpportunityName": "Opportunity Name"
}
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"status": 404,
"data": {
"error": {
"code": "NOT_FOUND",
"values": {
"key_field": "key_value"
},
"message": "Something with a {key_field} and {key_value} not found"
}
}
}
{
"message": null,
"status": 500
}
The service to work with Setting
{
"data": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"url": "http://example.domain/",
"format": "json",
"status": "active",
"events": "new_lead"
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"status": 422,
"message": "Error message"
}
{
"message": null,
"status": 500
}
delete webhook by uuid
{
"message": "Successfully message",
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"status": 422,
"message": "Error message"
}
{
"message": null,
"status": 500
}
Min value 1, max value 500
{
"data": {
"items": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"url": "http://example.domain/",
"format": "json",
"status": "active",
"events": "new_lead"
}
],
"paging": [
{
"countItems": 0,
"limit": 0,
"page": 0,
"nextPage": 0,
"previousPage": 0
}
],
"sorting": null
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"status": 422,
"message": "Error message"
}
{
"message": null,
"status": 500
}
Use this method to Get or Delete Leads based on recipient email.
Returns the leads based on the given email
Min value 1, max value 500
{
"data": {
"items": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"email": "example@email.domain",
"firstName": "John",
"lastName": "Smith",
"phoneNumber": "Test phone",
"timeCreated": "1970-01-01T12:10:15+0000"
}
],
"paging": [
{
"countItems": 0,
"limit": 0,
"page": 0,
"nextPage": 0,
"previousPage": 0
}
]
},
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"message": null,
"status": 500
}
Anonymizes leads based on their email for the current organization
{
"message": "Successfully message",
"status": 200
}
{
"status": 400,
"errors": {
"field_key": "error message"
}
}
{
"status": 401,
"message": "Error response message"
}
{
"message": null,
"status": 403
}
{
"message": null,
"status": 500
}
The Mail Merge collection, lets you create, list and update mail merge links programmatically.
Create new mail merge links, and have control over granular settings such as chosen format, associated contact information, way page skip, combine recipients, expiration by days and more!
Note: in order to create a new link, you’ll need the platform (format) uuid. You can get this from querying the “platforms” endpoints within this collection.
This field is optional in case 'placeholders' attribute exist in the request payload
This field is required in case attribute 'expirationByDays' in request is 'true'. The value should be in range 1-999
This field is optional in case 'platformId' attribute exist in the request payload
{
"data": {
"item": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"hash": "xxxxxxxx",
"title": "Mail Merge Link",
"createdAt": "2023-08-22T08:22:55+0000",
"showUserContactInfo": true,
"contactInfoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"rivSource": "none",
"rivUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"combine": true,
"skipWay": true,
"excludeOwner": true,
"demo": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": "Demo title",
"internalTitle": "Demo title"
},
"owner": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"name": "John Doe",
"phone": "Test phone"
},
"platform": {
"id": 10,
"name": "Platform name"
},
"permissions": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"type": "user",
"sharedBelow": true
}
]
}
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 403,
"message": "PERMISSION_DENIED"
}
{
"status": 404,
"message": "NOT_FOUND"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}
{
"data": {
"item": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"hash": "xxxxxxxx",
"title": "Mail Merge Link",
"createdAt": "2023-08-22T08:22:55+0000",
"showUserContactInfo": true,
"contactInfoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"rivSource": "none",
"rivUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"combine": true,
"skipWay": true,
"excludeOwner": true,
"demo": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": "Demo title",
"internalTitle": "Demo title"
},
"owner": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"name": "John Doe",
"phone": "Test phone"
},
"platform": {
"id": 10,
"name": "Platform name"
},
"permissions": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"type": "user",
"sharedBelow": true
}
],
"placeholders": {
"email": "string",
"firstName": "string",
"lastName": "string",
"company": "string",
"title": "string",
"senderEmail": "string"
},
"notifications": {
"level": 1,
"flag": "string",
"values": [
"xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx"
]
}
}
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 403,
"message": "PERMISSION_DENIED"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}
Retrieve or search mail merge links by title.
Allowed range 0-100. In case limit sent as 0, then default 20 will be used.
{
"data": {
"items": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"hash": "xxxxxxxx",
"title": "Mail Merge Link",
"createdAt": "2023-08-22T08:22:55+0000",
"showUserContactInfo": true,
"contactInfoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"rivSource": "none",
"rivUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"combine": true,
"skipWay": true,
"excludeOwner": true,
"demo": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": "Demo title",
"internalTitle": "Demo title"
},
"owner": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"name": "John Doe",
"phone": "Test phone"
},
"platform": {
"id": 10,
"name": "Platform name"
}
}
],
"paging": {
"countItems": 1,
"limit": 500,
"page": 1,
"nextPage": null,
"previousPage": null
},
"sorting": [
"title"
]
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 403,
"message": "PERMISSION_DENIED"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}
Update mail merge links, and their associated settings.
This field is optional in case 'placeholders' attribute exist in the request payload
This field is required in case attribute 'expirationByDays' in request is 'true'. The value should be in range 1-999
This field is optional in case 'platformId' attribute exist in the request payload
{
"data": {
"item": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"hash": "xxxxxxxx",
"title": "Mail Merge Link",
"createdAt": "2023-08-22T08:22:55+0000",
"showUserContactInfo": true,
"contactInfoUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"rivSource": "none",
"rivUuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"combine": true,
"skipWay": true,
"excludeOwner": true,
"demo": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"title": "Demo title",
"internalTitle": "Demo title"
},
"owner": {
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"name": "John Doe",
"phone": "Test phone"
},
"platform": {
"id": 10,
"name": "Platform name"
},
"permissions": [
{
"uuid": "xxxxxxxx-xxxxx-xxxxx-xxxx-xxxxxxxxxxxx",
"type": "user",
"sharedBelow": true
}
]
}
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 403,
"message": "PERMISSION_DENIED"
}
{
"status": 404,
"message": "NOT_FOUND"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}
Retrieve list of all platform formats and their associated UUIDs that we currently have available for MML link creation inside of Consensus. You’ll need one of these ideas to create a new MML link via the api.
{
"data": {
"items": [
{
"id": 10,
"name": "MMPlatform",
"placeholders": {
"email": "string",
"firstName": "string",
"lastName": "string",
"company": "string",
"title": "string",
"senderEmail": "string"
}
}
]
}
}
{
"status": 400,
"data": {
"error": {
"code": "BAD_REQUEST",
"values": null,
"message": "Bad request message"
}
}
}
{
"status": 401,
"message": "UNAUTHORIZED_ERROR"
}
{
"status": 403,
"message": "PERMISSION_DENIED"
}
{
"status": 500,
"message": "FAIL_AN_ERROR_HAS_OCCURRED"
}