Endpoints
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See authentication for detailed information about authentication in our api.
Not using content-type "application/json" will currently result in an error. We are aware of this issue.
https://atlascrm.avisi-apps.com/api/1.0/swagger.json
Retrieve field-ids for your custom templates.
Perform CRUD actions for companies, contacts and sales
Link entities together
Link entities to Jira issues
Add plain text notes to Companies, Contacts and Sales
Using the Atlas CRM API it is possible to use endpoints that can create, alter and remove entities. To properly use these endpoints it is necessary to know about the template an entity is based on.
For example, one must know the field_id of the name field to create
a sale entity.
The following endpoint can provide this information and make using the Atlas CRM API a lot easier. A possible use case is to create a form that can create and/or alter entities based on the template information that this endpoint provides.
/api/1.0/workspace/CRM/template/{entity-type}
company, contact, saleUse this endpoint to retrieve multiple entities at once, with the possibility to filter the results.
Entities are sorted by their name-field by default. You can alter this behaviour by supplying another field-id with the
sort-by query parameter.
The default size of the result is 20, but can be changed to a maximum of 100.
You will find the next url in the _links property when there is a next page available.
You can filter the results based on the fields of an entity. There are different operators for the different field types.
| Operator | Description |
|---|---|
| eq | Equals - Exact match with supplied filter. |
| contains | Contains - Partial match with supplied filter. |
| gte | Greater than / Equals - Value is equal or greater than the supplied filter. |
| lte | Less than / Equals - Value is equal or less than the supplied filter. |
| Field type | Operators | Default operator | Value format |
|---|---|---|---|
| string (Single line text) | eq, contains | eq | any string |
| text (Multi line text) | contains | contains | any string |
| date | eq, gte, lte | eq | string - yyyy-mm-dd |
| timestamp | eq, gte, lte | eq | string - ISO 8601 Datetime |
| decimal | eq, gte, lte | eq | any number |
| user | eq | eq | string - Atlassian account-id |
| single-select | eq | eq | string - label of an option |
| multi-select | contains | contains | string - label of an option |
You can add a filter as a query parameter.
?fields.FIELD_ID[OPERATOR]=VALUE
For example:
?fields.contact-email[contains]=gmail.com
If no operator is supplied, the default operator will be used:
?fields.contact-name=Tom
?fields.contact-name[eq]=Tom
These query parameters will have the same result, as 'eq'
is the default operator for the field 'contact-name'
You can add as many filters as you wish by just adding more query parameters. In the example below you will find all open sales with a revenue of 500 or more.
?fields.sale-balance[gte]=500&fields.sale-status=open
Adding the same field-id/operator combination will result in an OR operator. This can be used for example when you want to retrieve all closed sales (sales with status 'lost' OR 'won').
?fields.sale-status=won&fields.sale-status=lost
/api/1.0/workspace/CRM/entities
company, contact, saleasc, descUse this endpoint to create a new company, contact or sale.
You will have to use the Atlas CRM Template to create a new entity. See the Templates Endpoint to retrieve template information.
Each field type in the template has a different value format.
| Field type | Value format |
|---|---|
| string (Single line text) | any string |
| text (Multi line text) | any string |
| date | string - yyyy-mm-dd |
| timestamp | string - ISO 8601 Datetime |
| decimal | any number |
| user | string - Atlassian account-id |
| single-select | string - label of an option |
| multi-select | array - labels of options |
The fields payload should be a mapping of field-id and value.
{ "type": "contact",
"fields": {"contact-name": "Eric",
"contact-email": "Eric@somethingrandom.random",
"97e9b775-8524-4aaf-ba48-9dc4d7123473": "My custom data"}}
/api/1.0/workspace/CRM/entities
company, contact, saleUse this endpoint to update a company, contact or sale.
You will have to use the Atlas CRM Template to update an entity. See the Templates Endpoint to retrieve template information.
Each field type in the template has a different value format.
| Field type | Value format |
|---|---|
| string (Single line text) | any string |
| text (Multi line text) | any string |
| date | string - yyyy-mm-dd |
| timestamp | string - ISO 8601 Datetime |
| decimal | any number |
| user | string - Atlassian account-id |
| single-select | string - label of an option |
The fields payload should be a mapping of field-id and value. You only have to supply the fields that you which
to update. To remove a value, simply pass is through as null.
{"fields": {"contact-name": "Erica",
"contact-email": null}}
/api/1.0/workspace/CRM/entities/{entity-id}
See Retrieve paginated entities for more information about filtering, sorting and pagination.
/api/1.0/workspace/CRM/entities/{entity-id}/links
company, contact, saleasc, descThe format field can only be "plain-text" at this moment. This field is mandatory to prevent breaking changes when more formats will be supported.
Supply the Atlassian Account ID of the author of the comment in the account-id field.
You can find account-ids by using the Jira or Confluence REST API. This is an example of how to find your own Atlassian Account ID:
GET https://YOURBASEURL.atlassian.net/rest/api/latest/myself
{ "format": "plain-text",
"account-id": "0e3b584c-random-8a57-367dd049c3a4",
"comment": "Created this comment from the API \n Kind regards"}
/api/1.0/workspace/CRM/entities/{entity-id}/comments
plain-text