Clients
Definitions of the types and format of the data used in the endpoints can be found at the bottom of the page.
Endpoints
Get Clients
GET
https://cubicl.io/api/v1/crm/customers
Gets clients matching the search criteria.
Query Parameters
name
string
Text to be searched in client name.
A match will occur only if a word in the client name starts with the given search text.
Search is case insensitive.
string
Text to be searched in client or contact mail addresses.
Search is case insensitive.
includeAllFields
string
true
to get all client fields.
false
to get only name
.
Default is false
.
skip
number
Default is 0.
limit
number
Default is 10.
Client[]
Get Client By Id
GET
https://cubicl.io/api/v1/crm/customers/:id
Path Parameters
id*
string
Client ID
Client
Create Client
POST
https://cubicl.io/api/v1/crm/customers
Check the Client type definition below for field descriptions.
Request Body
name*
string
fullname
string
string
phone
string
contacts
Contact[]
customFields
object
portalCustomerManagerIds
string[]
Client
Update Client
PUT
https://cubicl.io/api/v1/crm/customers/:id
Check the Client type definition below for field descriptions.
Request Body
name*
string
fullname
string
string
phone
string
contacts
Contact[]
customFields
object
portalCustomerManagerIds
string[]
Client
Delete Client
DELETE
https://cubicl.io/api/v1/crm/customers/:id
Data
Clients
type Client = {
_id: string;
name: string; // A short name shown in UI and used for search
phone: string;
email: string;
fullname: string;
// People working at this client you are in contact with
contacts: Contact[];
// An object where keys are custom field ids and values are field values
// customFields can be null
customFields: {
[fieldId: string]: string | null
} | null;
// List of user ids who get notifications for activities from portal users
// of this client
portalCustomerManagerIds: string[];
createdAt: number;
}
Contacts
type Contact = {
name: string;
position: string;
phone: string;
email: string;
}
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