crm_vocabulary_get
The CRM vocabulary, the words this company runs its CRM in: the organization types it sorts relationships by, the pipelines it runs deals through, and the stages a deal can stand at with what each one means. `read` · v1
Authorization
memberToken The tools internkim uses inside a company, callable from outside it. A token belongs to a person, and every call runs as that person, so a token can never do more than its owner can.
The first token is made signed in, from the settings screen. After that a token makes its own
successors: POST /token for a new one, DELETE /token for the old one, so a script rotates
without a browser. A token can neither mint a rung above its own nor revoke itself.
Send Authorization: Bearer <token> on every request.
In: header
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
Response Body
application/json
text/plain
text/plain
text/plain
text/plain
text/plain
text/plain
text/plain
curl -X POST "https://example.com/tools/crm_vocabulary_get/invoke" \ -H "Content-Type: application/json" \ -d '{ "input": {} }'{ "toolName": "crm_vocabulary_get", "outcome": "succeeded", "selectedBackend": "device", "result": { "…": "the tool's own document" }}crm_record_import POST
Import many organization or contact records from one CSV in one write: every record is written, or none is. Name the file in attachments and say in columns which of its columns fills each field. A record whose name is already held is skipped or updated as onDuplicate says, and an updated record keeps any field the file leaves empty. The person asking approves the import after seeing how many records it creates and updates; a file with a line that cannot be imported is refused with each such line and why. dryRun checks them all and writes nothing. `workspace_write` · approval · v2
crm_vocabulary_set POST
Set the CRM vocabulary: the organization types and pipelines this company runs its CRM in. Both lists are written at once, so read crm_vocabulary_get first and send it back with what changes. The stages are the product’s and are not set here. This is an administrator’s. `workspace_write` · v1