openapi: 3.1.0 info: title: Act! Web API — Preferences version: v1 description: Act! Web API is a JSON-based REST API for the Act! CRM database, exposing contacts, companies, groups, opportunities, activities, notes, history and custom entities. Reads support OData query options ($filter, $orderby, $top, $skip, $select, $expand) and requests may be batched via POST /api/$batch. Authentication is a JWT bearer token obtained from GET /authorize using HTTP Basic credentials plus an Act-Database-Name header. contact: name: Act! Developers url: https://www.act.com/developer/ termsOfService: https://www.act.com/legal/terms-of-service/ servers: - url: https://apimta.act.com/act.web.api description: Act! Premium Cloud API — US region (host and basePath as published in the provider Swagger document). - url: https://{server}/{customer}-api/act.web.api description: Act! Premium Cloud tenant endpoint, per the Act! Web API home page. variables: server: default: apimta.act.com customer: default: customer - url: https://{server}/act.web.api description: Self-hosted Act! Premium for Web / Act! Premium Windows IIS deployment. variables: server: default: localhost tags: - name: Preferences security: - bearerAuth: [] actDatabaseName: [] paths: /api/preferences/{id}: put: tags: - Preferences summary: Create or modify user preferences. operationId: Preferences_PutPreferences_6DBB04E0 parameters: - name: id in: path required: true schema: type: string requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' '204': description: NoContent indicates that the request has been successfully processed and that the response is intentionally blank. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' '400': description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code. '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. delete: tags: - Preferences summary: Delete an existing user. operationId: Preferences_DeletePreferences_DAC20CCD parameters: - name: id in: path required: true description: The unique identifier (id) for a given user preference. schema: type: string responses: '204': description: NoContent indicates that the request has been successfully processed and that the response is intentionally blank. content: application/json: schema: $ref: '#/components/schemas/System.Object' application/xml: schema: $ref: '#/components/schemas/System.Object' text/xml: schema: $ref: '#/components/schemas/System.Object' '400': description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code. '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '404': description: NotFound indicates that the requested resource does not exist on the server. '500': description: Unexpected error. /api/preferences: get: tags: - Preferences summary: Get the current user's preferences operationId: Preferences_GetPreferences_1BE4A240 parameters: - name: search in: query required: false description: A comma delimited base64 string of preference keys. schema: type: array items: type: string responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' '400': description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code. '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '404': description: NotFound indicates that the requested resource does not exist on the server. '500': description: Unexpected error. post: tags: - Preferences summary: Create or modify user preferences. operationId: Preferences_PostPreferences_AC8AE5E2 requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' '204': description: NoContent indicates that the request has been successfully processed and that the response is intentionally blank. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Users.Preference' '400': description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code. '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. /api/preferences/contact/salutation-and-names: get: tags: - Preferences summary: Get salutation and name affixes settings operationId: Preferences_GetContactSalutationPreferences_2C8E9C92 responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. put: tags: - Preferences summary: Update salutations and name affixes preferences. operationId: Preferences_PutContactSalutationPreferences_610E1A3F requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' description: '{act.web.api.models.Preferences.SalutationNamePreferences}' responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationNamePreferences' '400': description: BadRequest indicates that the request could not be understood by the server or item not found. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code. '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. /api/preferences/tasks: get: tags: - Preferences summary: Get task preferences. operationId: Preferences_GetTasksPreferences_0D5D4992 responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. put: tags: - Preferences summary: Update task preferences. operationId: Preferences_PutTasksPreferences_33BB4F54 requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' description: Input data for task settings. {act.web.api.models.Preferences.TaskPreferences} responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.TaskPreferences' '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. /api/preferences/tasks/color-palette: get: tags: - Preferences summary: Gets all task types. operationId: Preferences_GetColorPalette_CD5A7DAC responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: type: array items: $ref: '#/components/schemas/act.web.api.models.Preferences.CalendarColorPalette' application/xml: schema: type: array items: $ref: '#/components/schemas/act.web.api.models.Preferences.CalendarColorPalette' text/xml: schema: type: array items: $ref: '#/components/schemas/act.web.api.models.Preferences.CalendarColorPalette' '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. /api/preferences/duplicates-checking/{recordType}/fields: get: tags: - Preferences summary: Get list of fields for selected record type. operationId: Preferences_GetDuplicateFields_D08C6E56 parameters: - name: recordType in: path required: true description: Record type identifier (Contact|Company|Group). schema: type: string enum: - Contact - Company - Group responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: type: array items: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesField' application/xml: schema: type: array items: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesField' text/xml: schema: type: array items: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesField' '400': description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code. '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. /api/preferences/duplicates-checking/{recordType}: get: tags: - Preferences summary: Get selected dup-checking options for selected record type. operationId: Preferences_GetContactsDuplicatesSettings_35C0DB85 parameters: - name: recordType in: path required: true description: Record type identifier (Contact|Company|Group). schema: type: string enum: - Contact - Company - Group responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' '400': description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code. '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. put: tags: - Preferences summary: Update or create indexes info for selected record type. operationId: Preferences_PutContactsDuplicatesSettings_331AE30F parameters: - name: recordType in: path required: true description: Record type identifier (Contact|Company|Group). schema: type: string enum: - Contact - Company - Group requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' description: List of column names for indexes. responses: '200': description: OK indicates that the request succeeded and that the requested information is in the response. content: application/json: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' application/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' text/xml: schema: $ref: '#/components/schemas/act.web.api.models.Preferences.DuplicatesPreferences' '400': description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code. '401': description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication. '500': description: Unexpected error. components: securitySchemes: basicAuth: type: http scheme: basic description: HTTP Basic credentials (Act! user name and password, RFC 7617) presented to GET /authorize together with the Act-Database-Name header to mint a JWT bearer token. bearerAuth: type: http scheme: bearer bearerFormat: JWT description: 'JWT bearer token returned by GET /authorize (RFC 6750). Sent as Authorization: Bearer on every API request.' actDatabaseName: type: apiKey in: header name: Act-Database-Name description: Name of the Act! database the request is scoped to. schemas: System.Object: type: object properties: {} act.web.api.models.Preferences.CalendarColorPalette: description: '' type: object properties: name: description: '' enum: - Green - Orange - Purple - Plum - Blue - Yellow - Raspberry - Emerald - DarkBlue - Grape type: string hex: description: '' type: string rgb: description: Stands for "Red Green Blue." RGB refers to three hues of light that can be mixed together to create different colors. type: string cmyk: description: Stands for "Cyan Magenta Yellow Black." These are the four basic colors used for printing color images. type: string hsv: description: HSV (hue, saturation, value). type: string hsl: description: HSL (hue, saturation, lighting). type: string act.web.api.models.Preferences.DuplicatesField: description: Allowed for index field info. type: object properties: columnName: description: Field column name type: string displayName: description: Field display name type: string act.web.api.models.Preferences.DuplicatesPreferences: description: Dup-checking preferences type: object properties: fields: description: List of selected indexes type: string act.web.api.models.Preferences.NameAffixSetting: description: '' type: object properties: id: description: Affix type identifier. type: string name: description: Affix typ name. type: string items: description: List of affix values. type: array items: type: string act.web.api.models.Preferences.SalutationNamePreferences: description: '' type: object properties: nameAffixSettings: description: List of affix types and values. type: array items: $ref: '#/components/schemas/act.web.api.models.Preferences.NameAffixSetting' salutationSettings: description: List of salutation types. type: array items: $ref: '#/components/schemas/act.web.api.models.Preferences.SalutationSetting' autoShowDialog: description: '' type: boolean act.web.api.models.Preferences.SalutationSetting: description: Salutation type input model. type: object properties: code: type: string value: type: boolean act.web.api.models.Preferences.TaskPreferences: description: Activity preferences model. type: object properties: clearingTasks: description: When clearing tasks. enum: - Grey - Strikeout type: string taskConflictChecking: description: Activity conflict checking. type: boolean makeNewTaskPublic: description: Make new activity public. type: boolean schedulingSeparateTasks: description: Schedule separate activities. type: boolean scheduleTaskForNewContact: description: Prompt to schedule an task for new contact. type: boolean act.web.api.models.Users.Preference: description: User preferences. type: object properties: id: description: A base64 representation of the unique identifier (name). type: string name: description: A unique identifier (key) for this preference. type: string value: $ref: '#/components/schemas/System.Object' description: The preference setting. isAdmin: description: '' type: boolean