{ "opencollection": "1.0.0", "info": { "name": "Nutshell Leads API", "version": "2.0.0" }, "items": [ { "info": { "name": "Competitors", "type": "folder" }, "items": [ { "info": { "name": "Get a lead-competitor relationship", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/competitormaps/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "The ID of the lead-competitor relationship" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a lead-competitor relationship" }, { "info": { "name": "Update a lead-competitor relationship", "type": "http" }, "http": { "method": "PATCH", "url": "https://app.nutshell.com/rest/competitormaps/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "The ID of the lead-competitor relationship" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Update a lead-competitor relationship" }, { "info": { "name": "Delete a lead-competitor relationship", "type": "http" }, "http": { "method": "DELETE", "url": "https://app.nutshell.com/rest/competitormaps/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "The ID of the lead-competitor relationship" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Delete a lead-competitor relationship" }, { "info": { "name": "Get a list of lead-competitor relationships", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/competitormaps", "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a list of lead-competitor relationships" } ] }, { "info": { "name": "Leads", "type": "folder" }, "items": [ { "info": { "name": "Get a lead's custom fields", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads/:id/customfields", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a list of custom fields that are applied to a lead." }, { "info": { "name": "Get applicable custom fields for leads", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads/customfields/attributes", "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a list of custom fields that can be applied to leads." }, { "info": { "name": "Create a custom field", "type": "http" }, "http": { "method": "POST", "url": "https://app.nutshell.com/rest/leads/customfield", "body": { "type": "json", "data": "{}" }, "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Creates a custom field to use for leads." }, { "info": { "name": "Get a lead", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a single lead by the ID provided." }, { "info": { "name": "Update a lead", "type": "http" }, "http": { "method": "PATCH", "url": "https://app.nutshell.com/rest/leads/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Update a lead by id.

op is the operation to be performed, and path specifies what resource to patch.

Use the path leads/0/fieldName to update fields that are user-entered for this resource, i.e. name, description, etc.

Use the path leads/0/links/fieldName to update this lead's links to other resources within Nutshell, i.e. contacts, owner, tags, etc. When performing an 'add', include a /- at the end of the path, i.e. leads/0/links/fieldName/- .

When using th" }, { "info": { "name": "Delete a lead.", "type": "http" }, "http": { "method": "DELETE", "url": "https://app.nutshell.com/rest/leads/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Delete a lead by the ID provided. Can be restored with the undelete endpoint." }, { "info": { "name": "Get list items for all leads", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads/list", "params": [ { "name": "filter", "value": "", "type": "query" }, { "name": "q", "value": "", "type": "query", "description": "Used to search all related info on an entity. Returns all entities that are similar to the query term." }, { "name": "sort", "value": "", "type": "query", "description": "Sort the returned list by a chosen field. Use a '-' before the field name to sort in descending order." } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a list of all leads and associated data in your Nutshell Instance, in a list item format. List items have additional fields attached to them for filtering purposes." }, { "info": { "name": "Get a list of leads", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads", "params": [ { "name": "q", "value": "", "type": "query", "description": "Used to search all related info on an entity. Returns all entities that are similar to the query term." }, { "name": "sort", "value": "", "type": "query", "description": "Sort the returned list by a chosen field. Use a '-' before the field name to sort in descending order." }, { "name": "filter", "value": "", "type": "query" }, { "name": "page[page]", "value": "", "type": "query", "description": "The page of results to return. Indexing is 0-based." }, { "name": "page[limit]", "value": "", "type": "query", "description": "How many results to return per page" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a list of all leads and associated data in your Nutshell Instance." }, { "info": { "name": "Create a lead", "type": "http" }, "http": { "method": "POST", "url": "https://app.nutshell.com/rest/leads", "body": { "type": "json", "data": "{}" }, "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Create a new lead. Only one lead can be created at a time." }, { "info": { "name": "Get reports for a lead", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads/report", "params": [ { "name": "filter[name]", "value": "", "type": "query", "description": "Filter results by lead name. Visit the filters guide for more information on how to filter by other terms." }, { "name": "q", "value": "", "type": "query", "description": "Used to search all related info. Returns all reports that are similar to the query term." }, { "name": "sort", "value": "", "type": "query", "description": "Sort the returned list by a chosen field. Use a '-' before the field name to sort in descending order." }, { "name": "format", "value": "", "type": "query" }, { "name": "gap", "value": "", "type": "query", "description": "The bucket size of the report" }, { "name": "groupByField", "value": "", "type": "query", "description": "The field to group leads by. Sales or losses reports should use closedTime, newleads and custom reports should use createdTime." }, { "name": "pivotFacet", "value": "", "type": "query", "description": "The facet to sort values on." }, { "name": "reportType", "value": "", "type": "query", "description": "The type of report to generate." }, { "name": "segmentByField", "value": "", "type": "query", "description": "Ways to break down the report further to compare across different variables. Useful to answer questions such as: Who has made the most sales? Which products are earning the most? Where are our leads coming from?" }, { "name": "useConfidence", "value": "", "type": "query", "description": "When calculating lead values, use their weight confidence value or not" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get reports for a lead" }, { "info": { "name": "Get installments for a lead", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads/:id/installments", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Returns the installment schedule for a lead. Requires lead installments on the account plan." }, { "info": { "name": "Update installments for a lead", "type": "http" }, "http": { "method": "POST", "url": "https://app.nutshell.com/rest/leads/:id/installments", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Replaces the lead's installment schedule. The request body is a JSON array of installment objects (`id`, `dueTime`, `description`, `value`, `isFailed`). `dueTime` is an ISO 8601 string. Requires lead installments on the account plan." }, { "info": { "name": "Get all stages associated with lead", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads/:id/stages", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get all stages associated with a lead by the ID provided, including information like amount of time spent in each stage." }, { "info": { "name": "Reopen a lead", "type": "http" }, "http": { "method": "POST", "url": "https://app.nutshell.com/rest/leads/:id/reopen", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Reopen a lead that was previously closed." }, { "info": { "name": "Update the status of a lead.", "type": "http" }, "http": { "method": "POST", "url": "https://app.nutshell.com/rest/leads/:id/status", "params": [ { "name": "id", "value": "", "type": "path", "description": "ID of the lead to update the status of" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Update the status of a lead, for example, close a lead as won or lost. Also allows for setting the outcome of the lead, and competitor and product maps." }, { "info": { "name": "Set the pipeline for a lead", "type": "http" }, "http": { "method": "POST", "url": "https://app.nutshell.com/rest/leads/:id/stageset", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "body": { "type": "json", "data": "{}" }, "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Pipelines are also known as stagesets." }, { "info": { "name": "Watch a lead", "type": "http" }, "http": { "method": "POST", "url": "https://app.nutshell.com/rest/leads/:id/watch", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Watch/unwatch a lead to receive (or stop receiving) notifications about it. The user this change is made for is the authenticated user when making the api call." }, { "info": { "name": "Undelete a lead", "type": "http" }, "http": { "method": "POST", "url": "https://app.nutshell.com/rest/leads/:id/undelete", "params": [ { "name": "id", "value": "", "type": "path", "description": "Lead ID" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Undelete a lead" }, { "info": { "name": "Get the fields for a lead", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/leads/list/fields", "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get the list of fields that can possibly be associated with leads, along with whether they are valid for filtering sorting." }, { "info": { "name": "Get a lead outcome by ID", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/outcomes/:id", "params": [ { "name": "id", "value": "", "type": "path", "description": "The ID of the lead outcome" } ], "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a lead outcome by ID" }, { "info": { "name": "Get a list of lead outcomes", "type": "http" }, "http": { "method": "GET", "url": "https://app.nutshell.com/rest/outcomes", "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "docs": "Get a list of lead outcomes" } ] } ], "bundled": true }