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	Type	Description
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.
email	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.

200: OK List of clients

Client[]

Get Client By Id

GET https://cubicl.io/api/v1/crm/customers/:id

Path Parameters

Name	Type	Description
id*	string	Client ID

200: OK Client details

Client

403: Forbidden You don't have the permission to view clients.

Create Client

POST https://cubicl.io/api/v1/crm/customers

Check the Client type definition below for field descriptions.

Request Body

Name	Type	Description
name*	string
fullname	string
email	string
phone	string
contacts	Contact[]
customFields	object
portalCustomerManagerIds	string[]

200: OK Client details

Client

Update Client

PUT https://cubicl.io/api/v1/crm/customers/:id

Check the Client type definition below for field descriptions.

Request Body

Name	Type	Description
name*	string
fullname	string
email	string
phone	string
contacts	Contact[]
customFields	object
portalCustomerManagerIds	string[]

200: OK Client details

Client

Delete Client

DELETE https://cubicl.io/api/v1/crm/customers/:id

200: OK No content

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;
}