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Worxstream APIs V1

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Master Subscription

GET master-subscriptions
{{base_url}}/v1/master-subscriptions?per_page=15&page=1

Headers

Name Value
Accept application/json

Query Parameters

Name Value
per_page 15
page 1

Example Response

{ "success": true, "message": "Records retrieved successfully", "data": { "data": [ { "id": 110000000003, "planType": "primary", "availableFor": "worxtream", "name": "Email Plan", "label": "Email ", "headline": "Email Plan", "sortOrder": 1, "trialDays": 30, "isActive": true, "isDefault": false, "isVisible": true, "isPopular": false, "isBestValue": false, "isNew": true, "logo": null, "statementDescription": "Email Plan", "description": "Email Plan", "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null }, { "id": 110000000002, "planType": "primary", "availableFor": "worxtream", "name": "Paid Plan", "label": "Paid", "headline": "Paid Plan", "sortOrder": 1, "trialDays": 30, "isActive": true, "isDefault": true, "isVisible": true, "isPopular": false, "isBestValue": false, "isNew": false, "logo": null, "statementDescription": "Paid Plan", "description": "Paid Plan", "createdAt": "2025-08-19T10:23:22.000000Z", "updatedAt": "2025-08-19T10:23:22.000000Z", "deletedAt": null }, { "id": 110000000001, "planType": "primary", "availableFor": "worxtream", "name": "Free Subscription", "label": "Free", "headline": "Start Free Today", "sortOrder": 1, "trialDays": 0, "isActive": true, "isDefault": true, "isVisible": true, "isPopular": true, "isBestValue": false, "isNew": false, "logo": null, "statementDescription": "Free subscription for basic features", "description": "Perfect for small businesses and startups. Get started with essential features at no cost.", "createdAt": "2025-08-19T10:22:23.000000Z", "updatedAt": "2025-08-19T10:22:23.000000Z", "deletedAt": null } ], "meta": { "total": 3, "perPage": null, "currentPage": null, "lastPage": null } } }
GET master-subscriptions-active-list
{{base_url}}/v1/master-subscriptions/active/list

Headers

Name Value
Accept application/json

Example Response

{ "success": true, "message": "Records retrieved successfully", "data": { "data": [ { "id": 110000000003, "planType": "primary", "availableFor": "worxtream", "name": "Email Plan", "label": "Email ", "headline": "Email Plan", "sortOrder": 1, "trialDays": 30, "isActive": true, "isDefault": false, "isVisible": true, "isPopular": false, "isBestValue": false, "isNew": true, "logo": null, "statementDescription": "Email Plan", "description": "Email Plan", "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null, "packages": [ { "id": 5, "masterSubscriptionId": 110000000003, "subscriptionIdPackageId": "110000000003_5", "name": "Monthly Package", "interval": "monthly", "intervalDays": 30, "defaultCurrency": "1", "currency": "USD", "currencySymbol": "$", "defaultPrice": "99.00", "isActive": true, "isDefault": true, "isVisible": true, "logo": null, "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null, "pricing": [] }, { "id": 6, "masterSubscriptionId": 110000000003, "subscriptionIdPackageId": "110000000003_6", "name": "Yearly Package", "interval": "yearly", "intervalDays": 365, "defaultCurrency": "1", "currency": "USD", "currencySymbol": "$", "defaultPrice": "1188.00", "isActive": true, "isDefault": false, "isVisible": true, "logo": null, "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null, "pricing": [] } ], "apps": [ { "id": 18, "masterSubscriptionId": 110000000003, "masterAppId": 8, "appName": null, "appDescription": null, "appGroup": null, "appIcon": null, "isActive": true, "trialDays": 0, "sortOrder": null, "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null, "app": { "id": 8, "masterAppGroupId": 3, "name": "EmailAgent", "description": "AI-powered email automation and management system.", "logo": "super_admin/images/logo/logo.png", "status": "1", "isActive": true, "isDefault": false, "isVisible": true, "isPopular": 0, "isBestValue": 0, "isNew": 0, "sortOrder": 1, "type": "ai", "trialDays": 0, "createdAt": "2025-08-19T10:21:33.000000Z", "updatedAt": "2025-08-19T10:21:33.000000Z", "deletedAt": null }, "features": [ { "id": 86, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 36, "name": "Create", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 36, "masterAppGroupId": 3, "masterAppId": 8, "name": "Create", "description": "Create new records", "logo": null, "status": "1", "featureType": "create", "routeName": "create", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 1, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:57.000000Z", "updatedAt": "2025-08-19T10:21:57.000000Z", "deletedAt": null } }, { "id": 87, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 37, "name": "View", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 37, "masterAppGroupId": 3, "masterAppId": 8, "name": "View", "description": "View record details", "logo": null, "status": "1", "featureType": "view", "routeName": "show", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:58.000000Z", "updatedAt": "2025-08-19T10:21:58.000000Z", "deletedAt": null } }, { "id": 88, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 38, "name": "Update", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 38, "masterAppGroupId": 3, "masterAppId": 8, "name": "Update", "description": "Update existing records", "logo": null, "status": "1", "featureType": "update", "routeName": "edit", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 3, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:59.000000Z", "updatedAt": "2025-08-19T10:21:59.000000Z", "deletedAt": null } }, { "id": 89, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 39, "name": "List", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 39, "masterAppGroupId": 3, "masterAppId": 8, "name": "List", "description": "View all records", "logo": null, "status": "1", "featureType": "list", "routeName": "index", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 4, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:59.000000Z", "updatedAt": "2025-08-19T10:21:59.000000Z", "deletedAt": null } }, { "id": 90, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 40, "name": "Delete", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 40, "masterAppGroupId": 3, "masterAppId": 8, "name": "Delete", "description": "Delete records", "logo": null, "status": "1", "featureType": "delete", "routeName": "destroy", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 5, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:00.000000Z", "updatedAt": "2025-08-19T10:22:00.000000Z", "deletedAt": null } } ] } ] }, { "id": 110000000002, "planType": "primary", "availableFor": "worxtream", "name": "Paid Plan", "label": "Paid", "headline": "Paid Plan", "sortOrder": 1, "trialDays": 30, "isActive": true, "isDefault": true, "isVisible": true, "isPopular": false, "isBestValue": false, "isNew": false, "logo": null, "statementDescription": "Paid Plan", "description": "Paid Plan", "createdAt": "2025-08-19T10:23:22.000000Z", "updatedAt": "2025-08-19T10:23:22.000000Z", "deletedAt": null, "packages": [ { "id": 3, "masterSubscriptionId": 110000000002, "subscriptionIdPackageId": "110000000002_3", "name": "Monthly Package", "interval": "monthly", "intervalDays": 30, "defaultCurrency": "1", "currency": "USD", "currencySymbol": "$", "defaultPrice": "96.00", "isActive": true, "isDefault": true, "isVisible": true, "logo": null, "createdAt": "2025-08-19T10:23:23.000000Z", "updatedAt": "2025-08-19T10:23:23.000000Z", "deletedAt": null, "pricing": [ { "id": 11, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 3, "country": "Australia", "timeZone": "UTC", "price": "96.00", "currency": "AUD", "currencySymbol": "A$", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:25.000000Z", "updatedAt": "2025-08-19T10:23:25.000000Z", "deletedAt": null }, { "id": 13, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 3, "country": "Canada", "timeZone": "UTC", "price": "96.00", "currency": "CAD", "currencySymbol": "C$", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:27.000000Z", "updatedAt": "2025-08-19T10:23:27.000000Z", "deletedAt": null }, { "id": 15, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 3, "country": "United Kingdom", "timeZone": "UTC", "price": "96.00", "currency": "GBP", "currencySymbol": "£", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:30.000000Z", "updatedAt": "2025-08-19T10:23:30.000000Z", "deletedAt": null }, { "id": 17, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 3, "country": "India", "timeZone": "UTC", "price": "96.00", "currency": "INR", "currencySymbol": "₹", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:33.000000Z", "updatedAt": "2025-08-19T10:23:33.000000Z", "deletedAt": null }, { "id": 19, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 3, "country": "United States", "timeZone": "America/New_York", "price": "96.00", "currency": "USD", "currencySymbol": "$", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:35.000000Z", "updatedAt": "2025-08-19T10:23:35.000000Z", "deletedAt": null } ] }, { "id": 4, "masterSubscriptionId": 110000000002, "subscriptionIdPackageId": "110000000002_4", "name": "Yearly Package", "interval": "yearly", "intervalDays": 365, "defaultCurrency": "1", "currency": "USD", "currencySymbol": "$", "defaultPrice": "1188.00", "isActive": true, "isDefault": false, "isVisible": true, "logo": null, "createdAt": "2025-08-19T10:23:23.000000Z", "updatedAt": "2025-08-19T10:23:23.000000Z", "deletedAt": null, "pricing": [ { "id": 12, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 4, "country": "Australia", "timeZone": "UTC", "price": "1188.00", "currency": "AUD", "currencySymbol": "A$", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:26.000000Z", "updatedAt": "2025-08-19T10:23:26.000000Z", "deletedAt": null }, { "id": 14, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 4, "country": "Canada", "timeZone": "UTC", "price": "1188.00", "currency": "CAD", "currencySymbol": "C$", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:28.000000Z", "updatedAt": "2025-08-19T10:23:28.000000Z", "deletedAt": null }, { "id": 16, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 4, "country": "United Kingdom", "timeZone": "UTC", "price": "1188.00", "currency": "GBP", "currencySymbol": "£", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:31.000000Z", "updatedAt": "2025-08-19T10:23:31.000000Z", "deletedAt": null }, { "id": 18, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 4, "country": "India", "timeZone": "UTC", "price": "1188.00", "currency": "INR", "currencySymbol": "₹", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:34.000000Z", "updatedAt": "2025-08-19T10:23:34.000000Z", "deletedAt": null }, { "id": 20, "masterSubscriptionId": 110000000002, "masterSubscriptionPackageId": 4, "country": "United States", "timeZone": "America/New_York", "price": "1188.00", "currency": "USD", "currencySymbol": "$", "isActive": true, "isDefault": false, "masterTaxId": null, "createdAt": "2025-08-19T10:23:37.000000Z", "updatedAt": "2025-08-19T10:23:37.000000Z", "deletedAt": null } ] } ], "apps": [ { "id": 10, "masterSubscriptionId": 110000000002, "masterAppId": 1, "appName": null, "appDescription": null, "appGroup": null, "appIcon": null, "isActive": true, "trialDays": 0, "sortOrder": null, "createdAt": "2025-08-19T10:23:38.000000Z", "updatedAt": "2025-08-19T10:23:38.000000Z", "deletedAt": null, "app": { "id": 1, "masterAppGroupId": 1, "name": "Customers", "description": "Customer relationship management system for managing client information and interactions.", "logo": "super_admin/images/logo/logo.png", "status": "1", "isActive": true, "isDefault": false, "isVisible": true, "isPopular": 0, "isBestValue": 0, "isNew": 0, "sortOrder": 1, "type": "crm", "trialDays": 0, "createdAt": "2025-08-19T10:21:29.000000Z", "updatedAt": "2025-08-19T10:21:29.000000Z", "deletedAt": null }, "features": [ { "id": 46, "masterSubscriptionId": 110000000002, "masterSubscriptionAppId": 10, "masterAppFeatureId": 1, "name": "Create", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:39.000000Z", "updatedAt": "2025-08-19T10:23:39.000000Z", "deletedAt": null, "appFeature": { "id": 1, "masterAppGroupId": 1, "masterAppId": 1, "name": "Create", "description": "Create new records", "logo": null, "status": "1", "featureType": "create", "routeName": "create", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 1, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:35.000000Z", "updatedAt": "2025-08-19T10:21:35.000000Z", "deletedAt": null } }, { "id": 47, "masterSubscriptionId": 110000000002, "masterSubscriptionAppId": 10, "masterAppFeatureId": 2, "name": "View", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:40.000000Z", "updatedAt": "2025-08-19T10:23:40.000000Z", "deletedAt": null, "appFeature": { "id": 2, "masterAppGroupId": 1, "masterAppId": 1, "name": "View", "description": "View record details", "logo": null, "status": "1", "featureType": "view", "routeName": "show", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:35.000000Z", "updatedAt": "2025-08-19T10:21:35.000000Z", "deletedAt": null } }, { "id": 48, "masterSubscriptionId": 110000000002, "masterSubscriptionAppId": 10, "masterAppFeatureId": 3, "name": "Update", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:41.000000Z", "updatedAt": "2025-08-19T10:23:41.000000Z", "deletedAt": null, "appFeature": { "id": 3, "masterAppGroupId": 1, "masterAppId": 1, "name": "Update", "description": "Update existing records", "logo": null, "status": "1", "featureType": "update", "routeName": "edit", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 3, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:36.000000Z", "updatedAt": "2025-08-19T10:21:36.000000Z", "deletedAt": null } }, { "id": 49, "masterSubscriptionId": 110000000002, "masterSubscriptionAppId": 10, "masterAppFeatureId": 4, "name": "List", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:41.000000Z", "updatedAt": "2025-08-19T10:23:41.000000Z", "deletedAt": null, "appFeature": { "id": 4, "masterAppGroupId": 1, "masterAppId": 1, "name": "List", "description": "View all records", "logo": null, "status": "1", "featureType": "list", "routeName": "index", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 4, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:36.000000Z", "updatedAt": "2025-08-19T10:21:36.000000Z", "deletedAt": null } }, { "id": 50, "masterSubscriptionId": 110000000002, "masterSubscriptionAppId": 10, "masterAppFeatureId": 5, "name": "Delete", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:42.000000Z", "updatedAt": "2025-08-19T10:23:42.000000Z", "deletedAt": null, "appFeature": { "id": 5, "masterAppGroupId": 1, "masterAppId": 1, "name": "Delete", "description": "Delete records", "logo": null, "status": "1", "featureType": "delete", "routeName": "destroy", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 5, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:37.000000Z", "updatedAt": "2025-08-19T10:21:37.000000Z", "deletedAt": null } } ] }, { "id": 11, "masterSubscriptionId": 110000000002, "masterAppId": 2, "appName": null, "appDescription": null, "appGroup": null, "appIcon": null, "isActive": true, "trialDays": 0, "sortOrder": null, "createdAt": "2025-08-19T10:23:43.000000Z", "updatedAt": "2025-08-19T10:23:43.000000Z", "deletedAt": null, "app": { "id": 2, "masterAppGroupId": 1, "name": "Teams", "description": "Team management system for organizing and managing team members and their roles.", "logo": "super_admin/images/logo/logo.png", "status": "1", "isActive": true, "isDefault": false, "isVisible": true, "isPopular": 0, "isBestValue": 0, "isNew": 0, "sortOrder": 2, "type": "management", "trialDays": 0, "createdAt": "2025-08-19T10:21:29.000000Z", "updatedAt": "2025-08-19T10:21:29.000000Z", "deletedAt": null }, "features": [ { "id": 51, "masterSubscriptionId": 110000000002, "masterSubscriptionAppId": 11, "masterAppFeatureId": 6, "name": "Create", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:44.000000Z", "updatedAt": "2025-08-19T10:23:44.000000Z", "deletedAt": null, "appFeature": { "id": 6, "masterAppGroupId": 1, "masterAppId": 2, "name": "Create", "description": "Create new records", "logo": null, "status": "1", "featureType": "create", "routeName": "create", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 1, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:38.000000Z", "updatedAt": "2025-08-19T10:21:38.000000Z", "deletedAt": null } }, { "id": 52, "masterSubscriptionId": 110000000002, "masterSubscriptionAppId": 11, "masterAppFeatureId": 7, "name": "View", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:45.000000Z", "updatedAt": "2025-08-19T10:23:45.000000Z", "deletedAt": null, "appFeature": { "id": 7, "masterAppGroupId": 1, "masterAppId": 2, "name": "View", "description": "View record details", "logo": null, "status": "1", "featureType": "view", "routeName": "show", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:39.000000Z", "updatedAt": "2025-08-19T10:21:39.000000Z", "deletedAt": null } }, { "id": 53, "masterSubscriptionId": 110000000002, "masterSubscriptionAppId": 11, "masterAppFeatureId": 8, "name": "Update", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:46.000000Z", "updatedAt": "2025-08-19T10:23:46.000000Z", "deletedAt": null, "appFeature": { "id": 8, "masterAppGroupId": 1, "masterAppId": 2, "name": "Update", 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"2025-08-19T10:23:10.000000Z", "deletedAt": null, "appFeature": { "id": 32, "masterAppGroupId": 2, "masterAppId": 7, "name": "View", "description": "View record details", "logo": null, "status": "1", "featureType": "view", "routeName": "show", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:55.000000Z", "updatedAt": "2025-08-19T10:21:55.000000Z", "deletedAt": null } }, { "id": 33, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 7, "masterAppFeatureId": 33, "name": "Update", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:10.000000Z", "updatedAt": "2025-08-19T10:23:10.000000Z", "deletedAt": null, "appFeature": { "id": 33, "masterAppGroupId": 2, "masterAppId": 7, "name": "Update", "description": "Update existing records", "logo": null, "status": "1", "featureType": "update", "routeName": "edit", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 3, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:56.000000Z", "updatedAt": "2025-08-19T10:21:56.000000Z", "deletedAt": null } }, { "id": 34, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 7, "masterAppFeatureId": 34, "name": "List", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:11.000000Z", "updatedAt": "2025-08-19T10:23:11.000000Z", "deletedAt": null, "appFeature": { "id": 34, "masterAppGroupId": 2, "masterAppId": 7, "name": "List", "description": "View all records", "logo": null, "status": "1", "featureType": "list", "routeName": "index", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 4, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:56.000000Z", "updatedAt": "2025-08-19T10:21:56.000000Z", "deletedAt": null } }, { "id": 35, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 7, "masterAppFeatureId": 35, "name": "Delete", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:12.000000Z", "updatedAt": "2025-08-19T10:23:12.000000Z", "deletedAt": null, "appFeature": { "id": 35, "masterAppGroupId": 2, "masterAppId": 7, "name": "Delete", "description": "Delete records", "logo": null, "status": "1", "featureType": "delete", "routeName": "destroy", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 5, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:57.000000Z", "updatedAt": "2025-08-19T10:21:57.000000Z", "deletedAt": null } } ] }, { "id": 8, "masterSubscriptionId": 110000000001, "masterAppId": 8, "appName": null, "appDescription": null, "appGroup": null, "appIcon": null, "isActive": true, "trialDays": 0, "sortOrder": null, "createdAt": "2025-08-19T10:23:13.000000Z", "updatedAt": "2025-08-19T10:23:13.000000Z", "deletedAt": null, "app": { "id": 8, "masterAppGroupId": 3, "name": "EmailAgent", "description": "AI-powered email automation and management system.", "logo": "super_admin/images/logo/logo.png", "status": "1", "isActive": true, "isDefault": false, "isVisible": true, "isPopular": 0, "isBestValue": 0, "isNew": 0, "sortOrder": 1, "type": "ai", "trialDays": 0, "createdAt": "2025-08-19T10:21:33.000000Z", "updatedAt": "2025-08-19T10:21:33.000000Z", "deletedAt": null }, "features": [ { "id": 36, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 8, "masterAppFeatureId": 36, "name": "Create", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:14.000000Z", "updatedAt": "2025-08-19T10:23:14.000000Z", "deletedAt": null, "appFeature": { "id": 36, "masterAppGroupId": 3, "masterAppId": 8, "name": "Create", "description": "Create new records", "logo": null, "status": "1", "featureType": "create", "routeName": "create", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 1, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:57.000000Z", "updatedAt": "2025-08-19T10:21:57.000000Z", "deletedAt": null } }, { "id": 37, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 8, "masterAppFeatureId": 37, "name": "View", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:15.000000Z", "updatedAt": "2025-08-19T10:23:15.000000Z", "deletedAt": null, "appFeature": { "id": 37, "masterAppGroupId": 3, "masterAppId": 8, "name": "View", "description": "View record details", "logo": null, "status": "1", "featureType": "view", "routeName": "show", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:58.000000Z", "updatedAt": "2025-08-19T10:21:58.000000Z", "deletedAt": null } }, { "id": 38, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 8, "masterAppFeatureId": 38, "name": "Update", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:15.000000Z", "updatedAt": "2025-08-19T10:23:15.000000Z", "deletedAt": null, "appFeature": { "id": 38, "masterAppGroupId": 3, "masterAppId": 8, "name": "Update", "description": "Update existing records", "logo": null, "status": "1", "featureType": "update", "routeName": "edit", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 3, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:59.000000Z", "updatedAt": "2025-08-19T10:21:59.000000Z", "deletedAt": null } }, { "id": 39, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 8, "masterAppFeatureId": 39, "name": "List", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:16.000000Z", "updatedAt": "2025-08-19T10:23:16.000000Z", "deletedAt": null, "appFeature": { "id": 39, "masterAppGroupId": 3, "masterAppId": 8, "name": "List", "description": "View all records", "logo": null, "status": "1", "featureType": "list", "routeName": "index", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 4, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:59.000000Z", "updatedAt": "2025-08-19T10:21:59.000000Z", "deletedAt": null } }, { "id": 40, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 8, "masterAppFeatureId": 40, "name": "Delete", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:17.000000Z", "updatedAt": "2025-08-19T10:23:17.000000Z", "deletedAt": null, "appFeature": { "id": 40, "masterAppGroupId": 3, "masterAppId": 8, "name": "Delete", "description": "Delete records", "logo": null, "status": "1", "featureType": "delete", "routeName": "destroy", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 5, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:00.000000Z", "updatedAt": "2025-08-19T10:22:00.000000Z", "deletedAt": null } } ] }, { "id": 9, "masterSubscriptionId": 110000000001, "masterAppId": 9, "appName": null, "appDescription": null, "appGroup": null, "appIcon": null, "isActive": true, "trialDays": 0, "sortOrder": null, "createdAt": "2025-08-19T10:23:18.000000Z", "updatedAt": "2025-08-19T10:23:18.000000Z", "deletedAt": null, "app": { "id": 9, "masterAppGroupId": 3, "name": "ReportAgent", "description": "AI-powered report generation and analytics system.", "logo": "super_admin/images/logo/logo.png", "status": "1", "isActive": true, "isDefault": false, "isVisible": true, "isPopular": 0, "isBestValue": 0, "isNew": 0, "sortOrder": 2, "type": "ai", "trialDays": 0, "createdAt": "2025-08-19T10:21:34.000000Z", "updatedAt": "2025-08-19T10:21:34.000000Z", "deletedAt": null }, "features": [ { "id": 41, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 41, "name": "Create", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:19.000000Z", "updatedAt": "2025-08-19T10:23:19.000000Z", "deletedAt": null, "appFeature": { "id": 41, "masterAppGroupId": 3, "masterAppId": 9, "name": "Create", "description": "Create new records", "logo": null, "status": "1", "featureType": "create", "routeName": "create", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 1, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:00.000000Z", "updatedAt": "2025-08-19T10:22:00.000000Z", "deletedAt": null } }, { "id": 42, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 42, "name": "View", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:19.000000Z", "updatedAt": "2025-08-19T10:23:19.000000Z", "deletedAt": null, "appFeature": { "id": 42, "masterAppGroupId": 3, "masterAppId": 9, "name": "View", "description": "View record details", "logo": null, "status": "1", "featureType": "view", "routeName": "show", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:01.000000Z", "updatedAt": "2025-08-19T10:22:01.000000Z", "deletedAt": null } }, { "id": 43, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 43, "name": "Update", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:20.000000Z", "updatedAt": "2025-08-19T10:23:20.000000Z", "deletedAt": null, "appFeature": { "id": 43, "masterAppGroupId": 3, "masterAppId": 9, "name": "Update", "description": "Update existing records", "logo": null, "status": "1", "featureType": "update", "routeName": "edit", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 3, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:01.000000Z", "updatedAt": "2025-08-19T10:22:01.000000Z", "deletedAt": null } }, { "id": 44, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 44, "name": "List", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:21.000000Z", "updatedAt": "2025-08-19T10:23:21.000000Z", "deletedAt": null, "appFeature": { "id": 44, "masterAppGroupId": 3, "masterAppId": 9, "name": "List", "description": "View all records", "logo": null, "status": "1", "featureType": "list", "routeName": "index", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 4, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:02.000000Z", "updatedAt": "2025-08-19T10:22:02.000000Z", "deletedAt": null } }, { "id": 45, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 45, "name": "Delete", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:21.000000Z", "updatedAt": "2025-08-19T10:23:21.000000Z", "deletedAt": null, "appFeature": { "id": 45, "masterAppGroupId": 3, "masterAppId": 9, "name": "Delete", "description": "Delete records", "logo": null, "status": "1", "featureType": "delete", "routeName": "destroy", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 5, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:02.000000Z", "updatedAt": "2025-08-19T10:22:02.000000Z", "deletedAt": null } } ] } ] } ], "meta": { "total": 3, "perPage": null, "currentPage": null, "lastPage": null } } }
GET light-active-list
{{base_url}}/v1/master-subscriptions/light-active-list

Headers

Name Value
Accept application/json

Request Body

{ "plan_type": "primary" }

Example Response

{ "success": true, "message": "Records retrieved successfully", "data": { "data": [ { "id": 110000000003, "planType": "primary", "availableFor": "worxtream", "name": "Email Plan", "label": "Email ", "headline": "Email Plan", "sortOrder": 1, "trialDays": 30, "isActive": true, "isDefault": false, "isVisible": true, "isPopular": false, "isBestValue": false, "isNew": true, "logo": null, "statementDescription": "Email Plan", "description": "Email Plan", "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null, "packages": [ { "id": 5, "masterSubscriptionId": 110000000003, "subscriptionIdPackageId": "110000000003_5", "name": "Monthly Package", "interval": "monthly", "intervalDays": 30, "defaultCurrency": "1", "currency": "USD", "currencySymbol": "$", "defaultPrice": "99.00", "isActive": true, "isDefault": true, "isVisible": true, "logo": null, "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null, "pricing": [] }, { "id": 6, "masterSubscriptionId": 110000000003, "subscriptionIdPackageId": "110000000003_6", "name": "Yearly Package", "interval": "yearly", "intervalDays": 365, "defaultCurrency": "1", "currency": "USD", "currencySymbol": "$", "defaultPrice": "1188.00", "isActive": true, "isDefault": false, "isVisible": true, "logo": null, "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null, "pricing": [] } ], "apps": [ { "id": 18, "masterSubscriptionId": 110000000003, "masterAppId": 8, "appName": null, "appDescription": null, "appGroup": null, "appIcon": null, "isActive": true, "trialDays": 0, "sortOrder": null, "createdAt": "2025-08-20T05:46:21.000000Z", "updatedAt": "2025-08-20T05:46:21.000000Z", "deletedAt": null, "app": { "id": 8, "masterAppGroupId": 3, "name": "EmailAgent", "description": "AI-powered email automation and management system.", "logo": "super_admin/images/logo/logo.png", "status": "1", "isActive": true, "isDefault": false, "isVisible": true, "isPopular": 0, "isBestValue": 0, "isNew": 0, "sortOrder": 1, "type": "ai", "trialDays": 0, "createdAt": "2025-08-19T10:21:33.000000Z", "updatedAt": "2025-08-19T10:21:33.000000Z", "deletedAt": null }, "features": [ { "id": 86, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 36, "name": "Create", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 36, "masterAppGroupId": 3, "masterAppId": 8, "name": "Create", "description": "Create new records", "logo": null, "status": "1", "featureType": "create", "routeName": "create", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 1, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:57.000000Z", "updatedAt": "2025-08-19T10:21:57.000000Z", "deletedAt": null } }, { "id": 87, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 37, "name": "View", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 37, "masterAppGroupId": 3, "masterAppId": 8, "name": "View", "description": "View record details", "logo": null, "status": "1", "featureType": "view", "routeName": "show", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:58.000000Z", "updatedAt": "2025-08-19T10:21:58.000000Z", "deletedAt": null } }, { "id": 88, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 38, "name": "Update", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 38, "masterAppGroupId": 3, "masterAppId": 8, "name": "Update", "description": "Update existing records", "logo": null, "status": "1", "featureType": "update", "routeName": "edit", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 3, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:59.000000Z", "updatedAt": "2025-08-19T10:21:59.000000Z", "deletedAt": null } }, { "id": 89, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 39, "name": "List", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 39, "masterAppGroupId": 3, "masterAppId": 8, "name": "List", "description": "View all records", "logo": null, "status": "1", "featureType": "list", "routeName": "index", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 4, "maxPerMonth": -1, "createdAt": "2025-08-19T10:21:59.000000Z", "updatedAt": "2025-08-19T10:21:59.000000Z", "deletedAt": null } }, { "id": 90, "masterSubscriptionId": 110000000003, "masterSubscriptionAppId": 18, "masterAppFeatureId": 40, "name": "Delete", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-20T05:46:22.000000Z", "updatedAt": "2025-08-20T05:46:22.000000Z", "deletedAt": null, "appFeature": { "id": 40, "masterAppGroupId": 3, "masterAppId": 8, "name": "Delete", "description": "Delete records", "logo": null, "status": "1", "featureType": "delete", "routeName": "destroy", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 5, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:00.000000Z", "updatedAt": "2025-08-19T10:22:00.000000Z", "deletedAt": null } } ] } ] }, { "id": 110000000002, "planType": "primary", "availableFor": "worxtream", "name": "Paid Plan", "label": "Paid", 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"maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:19.000000Z", "updatedAt": "2025-08-19T10:23:19.000000Z", "deletedAt": null, "appFeature": { "id": 41, "masterAppGroupId": 3, "masterAppId": 9, "name": "Create", "description": "Create new records", "logo": null, "status": "1", "featureType": "create", "routeName": "create", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 1, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:00.000000Z", "updatedAt": "2025-08-19T10:22:00.000000Z", "deletedAt": null } }, { "id": 42, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 42, "name": "View", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:19.000000Z", "updatedAt": "2025-08-19T10:23:19.000000Z", "deletedAt": null, "appFeature": { "id": 42, "masterAppGroupId": 3, "masterAppId": 9, "name": "View", "description": "View record details", "logo": null, "status": "1", "featureType": "view", "routeName": "show", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:01.000000Z", "updatedAt": "2025-08-19T10:22:01.000000Z", "deletedAt": null } }, { "id": 43, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 43, "name": "Update", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:20.000000Z", "updatedAt": "2025-08-19T10:23:20.000000Z", "deletedAt": null, "appFeature": { "id": 43, "masterAppGroupId": 3, "masterAppId": 9, "name": "Update", "description": "Update existing records", "logo": null, "status": "1", "featureType": "update", "routeName": "edit", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 3, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:01.000000Z", "updatedAt": "2025-08-19T10:22:01.000000Z", "deletedAt": null } }, { "id": 44, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 44, "name": "List", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:21.000000Z", "updatedAt": "2025-08-19T10:23:21.000000Z", "deletedAt": null, "appFeature": { "id": 44, "masterAppGroupId": 3, "masterAppId": 9, "name": "List", "description": "View all records", "logo": null, "status": "1", "featureType": "list", "routeName": "index", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 4, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:02.000000Z", "updatedAt": "2025-08-19T10:22:02.000000Z", "deletedAt": null } }, { "id": 45, "masterSubscriptionId": 110000000001, "masterSubscriptionAppId": 9, "masterAppFeatureId": 45, "name": "Delete", "havePermission": true, "isActive": true, "maxPerMonth": -1, "sortOrder": null, "createdAt": "2025-08-19T10:23:21.000000Z", "updatedAt": "2025-08-19T10:23:21.000000Z", "deletedAt": null, "appFeature": { "id": 45, "masterAppGroupId": 3, "masterAppId": 9, "name": "Delete", "description": "Delete records", "logo": null, "status": "1", "featureType": "delete", "routeName": "destroy", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 5, "maxPerMonth": -1, "createdAt": "2025-08-19T10:22:02.000000Z", "updatedAt": "2025-08-19T10:22:02.000000Z", "deletedAt": null } } ] } ] } ], "meta": { "total": 3, "perPage": null, "currentPage": null, "lastPage": null } } }

Company Subscription

GET list
{{base_url}}/v1/company-subscriptions/list

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}", "status": "active", // optional: active, inactive "per_page": 10, // optional: number of records per page "page": 1 // optional: page number // "search": "search text", // optional: search text // "sort": "sort field", // optional: sort field // "sort_direction": "asc", // optional: sort direction // "with": "with relations", // optional: with relations // "with_count": "with count" // optional: with count }

Authentication

Bearer Token
GET active-list (don't use it)
{{base_url}}/v1/company-subscriptions/active-list

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
GET show (don't use it)
{{base_url}}/v1/company-subscriptions/show

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}", "id": 120000000020 // required: subscription id }

Authentication

Bearer Token
POST activate-license
{{base_url}}/v1/company-subscriptions/activate-license

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "license_key": "*******" }

Authentication

Bearer Token
GET subscription-status
{{base_url}}/v1/company-subscriptions/subscription-status

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
GET strategies
{{base_url}}/v1/company-subscriptions/strategies

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST initiate-purchase*
{{base_url}}/v1/company-subscriptions/initiate-purchase

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}", "master_subscription_id": 110000000002, "master_subscription_package_id": 3 // "payment_method_id": "pm_1T4LcK..." }

Authentication

Bearer Token
GET purchase-request-status*
{{base_url}}/v1/company-subscriptions/purchase-request/status

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token

Auth

POST Company-register
{{base_url}}/company-register

This is a POST request, submitting data to an API via the request body. This request submits JSON data, and the data is reflected in the response. A successful POST request typically returns a `200 OK` or `201 Created` response code.

Headers

Name Value
Accept application/json

Request Body

{ "email": "{{login_email}}", "password": "{{login_password}}", "password_confirmation": "{{login_password}}" }
POST Login
{{base_url}}/login

This is a GET request and it is used to "get" data from an endpoint. There is no request body for a GET request, but you can use query parameters to help specify the resource you want data on (e.g., in this request, we have `id=1`). A successful GET response will have a `200 OK` status, and should include some kind of response body - for example, HTML web content or JSON data.

Headers

Name Value
Accept application/json

Request Body

{ "email": "{{login_email}}", "password": "{{login_password}}" }

Example Response

{ "user": { "id": 10000000001, "name": "[email protected]", "email": "[email protected]", "emailVerifiedAt": "2025-08-19T16:14:51.000000Z", "twoFactorConfirmedAt": null, "currentTeamId": null, "profilePhotoPath": null, "status": "1", "isAdmin": true, "createdAt": "2025-08-19T10:30:39.000000Z", "updatedAt": "2025-08-19T10:30:39.000000Z", "deletedAt": null, "phone": null, "countryId": null, "phoneVerifiedAt": null, "twoFactorEnabled": false, "twoFactorEmailEnabled": false, "twoFactorPhoneEnabled": false, "lastLoginAt": null, "lastLoginIp": null, "profilePhotoUrl": "https://ui-avatars.com/api/?name=a&color=7F9CF5&background=EBF4FF" }, "token": "5|sHVNqugkWekdYupJC41PAgJtN77iexIRM7OzrePC72030172", "emailVerificationRequired": false, "twoFactorRequired": false }
POST url-login
{{base_url}}/url-login

This is a GET request and it is used to "get" data from an endpoint. There is no request body for a GET request, but you can use query parameters to help specify the resource you want data on (e.g., in this request, we have `id=1`). A successful GET response will have a `200 OK` status, and should include some kind of response body - for example, HTML web content or JSON data.

Headers

Name Value
Accept application/json

Request Body

{ "login_token": "WXLG-PoxFvr&v@h1P" }
POST Password-reset-Email-send-OTP
{{base_url}}/password/reset/send

This is a GET request and it is used to "get" data from an endpoint. There is no request body for a GET request, but you can use query parameters to help specify the resource you want data on (e.g., in this request, we have `id=1`). A successful GET response will have a `200 OK` status, and should include some kind of response body - for example, HTML web content or JSON data.

Headers

Name Value
Accept application/json

Request Body

{ "email": "{{login_email}}" }
POST Password-reset-Email-OTP-verify
{{base_url}}/password/reset/verify

This is a GET request and it is used to "get" data from an endpoint. There is no request body for a GET request, but you can use query parameters to help specify the resource you want data on (e.g., in this request, we have `id=1`). A successful GET response will have a `200 OK` status, and should include some kind of response body - for example, HTML web content or JSON data.

Headers

Name Value
Accept application/json

Request Body

{ "email": "{{login_email}}", "otp": "732457", "password": "{{login_password}}", "password_confirmation": "{{login_password}}" }
POST Email-Send-OTP-for-verification
{{base_url}}/verification/email/send

Request Body

{ "email": "[email protected]" }
POST Email-verify-after-get-OTP
{{base_url}}/verification/email/verify

Headers

Name Value
Accept application/json

Request Body

{ "email": "[email protected]", "otp": "669112" }
POST Logout
{{base_url}}/logout

Request Body (Raw)

{ "email": "[email protected]", "password": "password123" }

Authentication

Bearer Token
POST refresh-token
{{base_url}}/refresh-token

Headers

Name Value
Accept application/json

Request Body

{ "valid_until_days": 365 // min-1days max-365days }

Authentication

Bearer Token
GET Get Country Phone Codes
{{base_url}}/helper/country-codes

This is a GET request and it is used to "get" data from an endpoint. There is no request body for a GET request, but you can use query parameters to help specify the resource you want data on (e.g., in this request, we have `id=1`). A successful GET response will have a `200 OK` status, and should include some kind of response body - for example, HTML web content or JSON data.

POST SMS-send-OTP-for-verification
{{base_url}}/verification/phone/send

Request Body (Raw)

{ "phone": "9876543210", "country_id": 1 }

Authentication

Bearer Token
POST SMS-verify-after-get-OTP
{{base_url}}/verification/phone/verify

Request Body

{ "phone": "9876543210", "otp": "123456" }

Authentication

Bearer Token
POST Verification Status
{{base_url}}/verification/status

This is a GET request and it is used to "get" data from an endpoint. There is no request body for a GET request, but you can use query parameters to help specify the resource you want data on (e.g., in this request, we have `id=1`). A successful GET response will have a `200 OK` status, and should include some kind of response body - for example, HTML web content or JSON data.

Request Body

{ "email": "[email protected]" }

2fa

POST Enable 2FA
{{base_url}}/2fa/enable

Request Body

{ "email_enabled": true, "phone_enabled": false }

Authentication

Bearer Token
POST Send 2FA OTP
{{base_url}}/2fa/send

Authentication

Bearer Token
POST Verify 2FA OTP
{{base_url}}/2fa/verify

Request Body

{ "email": "[email protected]", "contact_method": "email", "otp": "889787" }

Authentication

Bearer Token
POST Disable 2FA
{{base_url}}/2fa/disable

Authentication

Bearer Token

Framework

Company Forms & Lists

GET Get Company Form
{{base_url}}/framework/company/forms

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "app_id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Forms fetched successfully", "data": { "form": { "id": 1, "userId": 10000000010, "objectName": "contact", "masterAppId": 1, "formName": "Contact Form", "label": null, "builds": "[{\"id\":9,\"object_form_id\":3,\"group_name\":\"Basic Info\",\"label\":\"Basic Info\",\"width\":\"100%\",\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"sort_order\":1,\"created_at\":\"2025-09-04T07:07:06.000000Z\",\"updated_at\":\"2025-09-04T07:07:06.000000Z\",\"deleted_at\":null,\"fields\":[{\"id\":32,\"object_form_group_id\":9,\"object_form_id\":3,\"label\":\"First Name\",\"input_type\":\"text\",\"db_attribute\":\"first_name\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":null,\"is_filterable\":null,\"is_default_filterable\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":1,\"created_at\":\"2025-09-04T07:08:06.000000Z\",\"updated_at\":\"2025-09-04T07:08:06.000000Z\",\"deleted_at\":null},{\"id\":33,\"object_form_group_id\":9,\"object_form_id\":3,\"label\":\"Last Name\",\"input_type\":\"text\",\"db_attribute\":\"last_name\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":null,\"is_filterable\":null,\"is_default_filterable\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":2,\"created_at\":\"2025-09-04T07:08:40.000000Z\",\"updated_at\":\"2025-09-04T07:08:40.000000Z\",\"deleted_at\":null},{\"id\":34,\"object_form_group_id\":9,\"object_form_id\":3,\"label\":\"Company Name\",\"input_type\":\"text\",\"db_attribute\":\"company_name\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":null,\"is_filterable\":null,\"is_default_filterable\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":3,\"created_at\":\"2025-09-04T07:09:15.000000Z\",\"updated_at\":\"2025-09-04T07:09:15.000000Z\",\"deleted_at\":null},{\"id\":35,\"object_form_group_id\":9,\"object_form_id\":3,\"label\":\"Display Name\",\"input_type\":\"dropdown\",\"db_attribute\":\"display_name\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":null,\"is_filterable\":null,\"is_default_filterable\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":4,\"created_at\":\"2025-09-04T07:09:42.000000Z\",\"updated_at\":\"2025-09-04T07:09:42.000000Z\",\"deleted_at\":null}]},{\"id\":10,\"object_form_id\":3,\"group_name\":\"Contact Info\",\"label\":\"Contact Info\",\"width\":\"100%\",\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"sort_order\":1,\"created_at\":\"2025-09-04T07:10:22.000000Z\",\"updated_at\":\"2025-09-04T07:10:22.000000Z\",\"deleted_at\":null,\"fields\":[{\"id\":36,\"object_form_group_id\":10,\"object_form_id\":3,\"label\":\"Email Id\",\"input_type\":\"email\",\"db_attribute\":\"email\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":null,\"is_filterable\":null,\"is_default_filterable\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":1,\"created_at\":\"2025-09-04T07:10:50.000000Z\",\"updated_at\":\"2025-09-04T07:10:50.000000Z\",\"deleted_at\":null},{\"id\":37,\"object_form_group_id\":10,\"object_form_id\":3,\"label\":\"Phone Number\",\"input_type\":\"phone\",\"db_attribute\":\"phone_number\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":null,\"is_filterable\":null,\"is_default_filterable\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":2,\"created_at\":\"2025-09-04T07:11:22.000000Z\",\"updated_at\":\"2025-09-04T07:11:22.000000Z\",\"deleted_at\":null}]},{\"id\":11,\"object_form_id\":3,\"group_name\":\"Other Info\",\"label\":\"Other Info\",\"width\":\"100%\",\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"sort_order\":1,\"created_at\":\"2025-09-04T07:12:34.000000Z\",\"updated_at\":\"2025-09-04T07:12:34.000000Z\",\"deleted_at\":null,\"fields\":[{\"id\":38,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Contact Owner\",\"input_type\":\"dropdown\",\"db_attribute\":\"owner\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":\"teammembers\",\"params\":null,\"filter_type\":\"select\",\"is_filterable\":true,\"is_default_filterable\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":1,\"created_at\":\"2025-09-04T07:13:03.000000Z\",\"updated_at\":\"2025-09-04T07:13:03.000000Z\",\"deleted_at\":null},{\"id\":39,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Lifecycle Stage\",\"input_type\":\"dropdown\",\"db_attribute\":\"lifecycle_stage_id\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":\"dropdowns\",\"params\":\"lifecycle_stage\",\"filter_type\":\"select\",\"is_filterable\":true,\"is_default_filterable\":1,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":2,\"created_at\":\"2025-09-04T07:14:13.000000Z\",\"updated_at\":\"2025-09-04T07:14:13.000000Z\",\"deleted_at\":null},{\"id\":40,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Contact Status\",\"input_type\":\"dropdown\",\"db_attribute\":\"status\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":\"dropdowns\",\"params\":\"contact_status\",\"filter_type\":\"select\",\"is_filterable\":true,\"is_default_filterable\":1,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":3,\"created_at\":\"2025-09-04T07:14:52.000000Z\",\"updated_at\":\"2025-09-04T07:14:52.000000Z\",\"deleted_at\":null},{\"id\":41,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Is Active\",\"input_type\":\"switch\",\"db_attribute\":\"is_active\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":\"activeStatus\",\"params\":null,\"filter_type\":\"select\",\"is_filterable\":true,\"is_default_filterable\":1,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":4,\"created_at\":\"2025-09-04T07:15:32.000000Z\",\"updated_at\":\"2025-09-04T07:15:32.000000Z\",\"deleted_at\":null},{\"id\":50,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Tags\",\"input_type\":\"tags\",\"db_attribute\":\"tags\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":null,\"is_filterable\":null,\"is_default_filterable\":0,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":4,\"created_at\":\"2025-09-18T11:17:49.000000Z\",\"updated_at\":\"2025-09-18T11:17:49.000000Z\",\"deleted_at\":null},{\"id\":51,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Time Zone\",\"input_type\":\"dropdown\",\"db_attribute\":\"time_zone\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":null,\"is_filterable\":null,\"is_default_filterable\":0,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":6,\"created_at\":\"2025-09-18T11:18:25.000000Z\",\"updated_at\":\"2025-09-18T11:18:25.000000Z\",\"deleted_at\":null},{\"id\":46,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Created Date\",\"input_type\":null,\"db_attribute\":\"created_at\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":\"dateoperation\",\"is_filterable\":true,\"is_default_filterable\":1,\"is_active\":true,\"is_visible\":false,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":100,\"created_at\":\"2025-09-18T08:18:25.000000Z\",\"updated_at\":\"2025-09-18T08:18:25.000000Z\",\"deleted_at\":null},{\"id\":47,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Created By\",\"input_type\":null,\"db_attribute\":\"created_by\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":\"teammembers\",\"params\":null,\"filter_type\":\"select\",\"is_filterable\":true,\"is_default_filterable\":0,\"is_active\":true,\"is_visible\":false,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":101,\"created_at\":\"2025-09-18T08:19:09.000000Z\",\"updated_at\":\"2025-09-18T08:19:09.000000Z\",\"deleted_at\":null},{\"id\":48,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Updated Date\",\"input_type\":null,\"db_attribute\":\"updated_at\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":\"dateoperation\",\"is_filterable\":true,\"is_default_filterable\":0,\"is_active\":true,\"is_visible\":false,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":102,\"created_at\":\"2025-09-18T08:19:45.000000Z\",\"updated_at\":\"2025-09-18T08:19:45.000000Z\",\"deleted_at\":null},{\"id\":49,\"object_form_group_id\":11,\"object_form_id\":3,\"label\":\"Updated By\",\"input_type\":null,\"db_attribute\":\"updated_by\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"function\":null,\"params\":null,\"filter_type\":\"select\",\"is_filterable\":true,\"is_default_filterable\":0,\"is_active\":true,\"is_visible\":false,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":103,\"created_at\":\"2025-09-18T08:20:23.000000Z\",\"updated_at\":\"2025-09-18T08:20:23.000000Z\",\"deleted_at\":null}]}]", "isActive": true, "isVisible": true, "isDefault": true, "sortOrder": 1, "masterId": "3", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, "formData": [ { "id": 1, "objectFormId": 1, "groupName": "Basic Info", "label": "Basic Info", "width": "100%", "isActive": true, "isVisible": true, "isDefault": true, "sortOrder": 1, "masterId": "9", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null, "fields": [ { "id": 1, "objectFormGroupId": 1, "objectFormId": 1, "label": "First Name", "inputType": "text", "dbAttribute": "first_name", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 1, "masterId": "32", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 2, "objectFormGroupId": 1, "objectFormId": 1, "label": "Last Name", "inputType": "text", "dbAttribute": "last_name", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 2, "masterId": "33", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 3, "objectFormGroupId": 1, "objectFormId": 1, "label": "Company Name", "inputType": "text", "dbAttribute": "company_name", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 3, "masterId": "34", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 4, "objectFormGroupId": 1, "objectFormId": 1, "label": "Display Name", "inputType": "dropdown", "dbAttribute": "display_name", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 4, "masterId": "35", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null } ] }, { "id": 2, "objectFormId": 1, "groupName": "Contact Info", "label": "Contact Info", "width": "100%", "isActive": true, "isVisible": true, "isDefault": true, "sortOrder": 1, "masterId": "10", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null, "fields": [ { "id": 5, "objectFormGroupId": 2, "objectFormId": 1, "label": "Email Id", "inputType": "email", "dbAttribute": "email", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 1, "masterId": "36", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 6, "objectFormGroupId": 2, "objectFormId": 1, "label": "Phone Number", "inputType": "phone", "dbAttribute": "phone_number", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 2, "masterId": "37", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null } ] }, { "id": 3, "objectFormId": 1, "groupName": "Other Info", "label": "Other Info", "width": "100%", "isActive": true, "isVisible": true, "isDefault": true, "sortOrder": 1, "masterId": "11", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null, "fields": [ { "id": 7, "objectFormGroupId": 3, "objectFormId": 1, "label": "Contact Owner", "inputType": "dropdown", "dbAttribute": "owner", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "teammembers", "params": null, "filterType": "select", "isFilterable": true, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 1, "masterId": "38", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 8, "objectFormGroupId": 3, "objectFormId": 1, "label": "Lifecycle Stage", "inputType": "dropdown", "dbAttribute": "lifecycle_stage_id", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "dropdowns", "params": "lifecycle_stage", "filterType": "select", "isFilterable": true, "isDefaultFilterable": true, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 2, "masterId": "39", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 9, "objectFormGroupId": 3, "objectFormId": 1, "label": "Contact Status", "inputType": "dropdown", "dbAttribute": "status", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "dropdowns", "params": "contact_status", "filterType": "select", "isFilterable": true, "isDefaultFilterable": true, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 3, "masterId": "40", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 10, "objectFormGroupId": 3, "objectFormId": 1, "label": "Is Active", "inputType": "switch", "dbAttribute": "is_active", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "activeStatus", "params": null, "filterType": "select", "isFilterable": true, "isDefaultFilterable": true, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 4, "masterId": "41", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 11, "objectFormGroupId": 3, "objectFormId": 1, "label": "Tags", "inputType": "tags", "dbAttribute": "tags", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 4, "masterId": "50", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 12, "objectFormGroupId": 3, "objectFormId": 1, "label": "Time Zone", "inputType": "dropdown", "dbAttribute": "time_zone", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 6, "masterId": "51", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 13, "objectFormGroupId": 3, "objectFormId": 1, "label": "Created Date", "inputType": null, "dbAttribute": "created_at", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": "dateoperation", "isFilterable": true, "isDefaultFilterable": true, "isActive": true, "isVisible": false, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 100, "masterId": "46", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 14, "objectFormGroupId": 3, "objectFormId": 1, "label": "Created By", "inputType": null, "dbAttribute": "created_by", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "teammembers", "params": null, "filterType": "select", "isFilterable": true, "isDefaultFilterable": false, "isActive": true, "isVisible": false, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 101, "masterId": "47", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 15, "objectFormGroupId": 3, "objectFormId": 1, "label": "Updated Date", "inputType": null, "dbAttribute": "updated_at", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": "dateoperation", "isFilterable": true, "isDefaultFilterable": false, "isActive": true, "isVisible": false, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 102, "masterId": "48", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 16, "objectFormGroupId": 3, "objectFormId": 1, "label": "Updated By", "inputType": null, "dbAttribute": "updated_by", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": "select", "isFilterable": true, "isDefaultFilterable": false, "isActive": true, "isVisible": false, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 103, "masterId": "49", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null } ] } ] } }
GET Get Company Object Lists
{{base_url}}/framework/company/lists

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "app_id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Lists fetched successfully", "data": { "list": [ { "id": 10, "userId": 10000000010, "objectName": "contact", "appId": 1, "objectFormId": 1, "groupName": "First Name", "label": "First Name", "css": null, "flag": null, "width": null, "isVisible": true, "isActive": true, "sortOrder": 1, "masterId": "4", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "columnCount": 1, "columns": [ { "id": 1, "objectListGroupId": 10, "objectFormFieldId": 1, "label": "First Name", "css": null, "flag": null, "width": null, "sortOrder": 1, "isVisible": true, "isActive": true, "masterId": "5", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "first_name", "inputType": "text" } ] }, { "id": 11, "userId": 10000000010, "objectName": "contact", "appId": 1, "objectFormId": 1, "groupName": "Last Name", "label": "Last Name", "css": null, "flag": null, "width": null, "isVisible": true, "isActive": true, "sortOrder": 1, "masterId": "5", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "columnCount": 1, "columns": [ { "id": 2, "objectListGroupId": 11, "objectFormFieldId": 2, "label": "Last Name", "css": null, "flag": null, "width": null, "sortOrder": 1, "isVisible": true, "isActive": true, "masterId": "6", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "last_name", "inputType": "text" } ] }, { "id": 12, "userId": 10000000010, "objectName": "contact", "appId": 1, "objectFormId": 1, "groupName": "Display Name", "label": "Display Name", "css": null, "flag": null, "width": null, "isVisible": true, "isActive": true, "sortOrder": 1, "masterId": "6", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "columnCount": 1, "columns": [ { "id": 3, "objectListGroupId": 12, "objectFormFieldId": 4, "label": "Display Name", "css": null, "flag": null, "width": null, "sortOrder": 1, "isVisible": true, "isActive": true, "masterId": "7", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "display_name", "inputType": "dropdown" } ] }, { "id": 13, "userId": 10000000010, "objectName": "contact", "appId": 1, "objectFormId": 1, "groupName": "Contact Info", "label": "Contact Info", "css": null, "flag": null, "width": null, "isVisible": true, "isActive": true, "sortOrder": 1, "masterId": "7", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "columnCount": 2, "columns": [ { "id": 4, "objectListGroupId": 13, "objectFormFieldId": 5, "label": "Email Id", "css": null, "flag": null, "width": null, "sortOrder": 1, "isVisible": true, "isActive": true, "masterId": "8", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "email", "inputType": "email" }, { "id": 5, "objectListGroupId": 13, "objectFormFieldId": 6, "label": "Phone Number", "css": null, "flag": null, "width": null, "sortOrder": 2, "isVisible": true, "isActive": true, "masterId": "9", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "phone_number", "inputType": "phone" } ] }, { "id": 14, "userId": 10000000010, "objectName": "contact", "appId": 1, "objectFormId": 1, "groupName": "Status", "label": "Status", "css": null, "flag": null, "width": null, "isVisible": true, "isActive": true, "sortOrder": 1, "masterId": "8", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "columnCount": 2, "columns": [ { "id": 6, "objectListGroupId": 14, "objectFormFieldId": 9, "label": "Contact Status", "css": null, "flag": null, "width": null, "sortOrder": 1, "isVisible": true, "isActive": true, "masterId": "10", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "status", "inputType": "dropdown" }, { "id": 7, "objectListGroupId": 14, "objectFormFieldId": 10, "label": "Is Active", "css": null, "flag": null, "width": null, "sortOrder": 2, "isVisible": true, "isActive": true, "masterId": "11", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "is_active", "inputType": "switch" } ] }, { "id": 15, "userId": 10000000010, "objectName": "contact", "appId": 1, "objectFormId": 1, "groupName": "Dates", "label": "Dates", "css": null, "flag": null, "width": null, "isVisible": true, "isActive": true, "sortOrder": 1, "masterId": "9", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "columnCount": 2, "columns": [ { "id": 8, "objectListGroupId": 15, "objectFormFieldId": 13, "label": "Created Date", "css": null, "flag": null, "width": null, "sortOrder": 1, "isVisible": true, "isActive": true, "masterId": "12", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "created_at", "inputType": null }, { "id": 9, "objectListGroupId": 15, "objectFormFieldId": 15, "label": "Updated Date", "css": null, "flag": null, "width": null, "sortOrder": 2, "isVisible": true, "isActive": true, "masterId": "13", "createdAt": "2025-12-23T01:20:56.000000Z", "updatedAt": "2025-12-23T01:20:56.000000Z", "deletedAt": null, "dbAttribute": "updated_at", "inputType": null } ] } ], "allFields": [ { "id": 1, "objectFormGroupId": 1, "objectFormId": 1, "label": "First Name", "inputType": "text", "dbAttribute": "first_name", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 1, "masterId": "32", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 2, "objectFormGroupId": 1, "objectFormId": 1, "label": "Last Name", "inputType": "text", "dbAttribute": "last_name", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 2, "masterId": "33", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 3, "objectFormGroupId": 1, "objectFormId": 1, "label": "Company Name", "inputType": "text", "dbAttribute": "company_name", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 3, "masterId": "34", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 4, "objectFormGroupId": 1, "objectFormId": 1, "label": "Display Name", "inputType": "dropdown", "dbAttribute": "display_name", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 4, "masterId": "35", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 5, "objectFormGroupId": 2, "objectFormId": 1, "label": "Email Id", "inputType": "email", "dbAttribute": "email", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 1, "masterId": "36", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 6, "objectFormGroupId": 2, "objectFormId": 1, "label": "Phone Number", "inputType": "phone", "dbAttribute": "phone_number", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 2, "masterId": "37", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 7, "objectFormGroupId": 3, "objectFormId": 1, "label": "Contact Owner", "inputType": "dropdown", "dbAttribute": "owner", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "teammembers", "params": null, "filterType": "select", "isFilterable": true, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 1, "masterId": "38", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 8, "objectFormGroupId": 3, "objectFormId": 1, "label": "Lifecycle Stage", "inputType": "dropdown", "dbAttribute": "lifecycle_stage_id", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "dropdowns", "params": "lifecycle_stage", "filterType": "select", "isFilterable": true, "isDefaultFilterable": true, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 2, "masterId": "39", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 9, "objectFormGroupId": 3, "objectFormId": 1, "label": "Contact Status", "inputType": "dropdown", "dbAttribute": "status", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "dropdowns", "params": "contact_status", "filterType": "select", "isFilterable": true, "isDefaultFilterable": true, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 3, "masterId": "40", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 10, "objectFormGroupId": 3, "objectFormId": 1, "label": "Is Active", "inputType": "switch", "dbAttribute": "is_active", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "activeStatus", "params": null, "filterType": "select", "isFilterable": true, "isDefaultFilterable": true, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": true, "isCustomField": false, "customFieldId": null, "sortOrder": 4, "masterId": "41", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 11, "objectFormGroupId": 3, "objectFormId": 1, "label": "Tags", "inputType": "tags", "dbAttribute": "tags", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 4, "masterId": "50", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 12, "objectFormGroupId": 3, "objectFormId": 1, "label": "Time Zone", "inputType": "dropdown", "dbAttribute": "time_zone", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": null, "isFilterable": false, "isDefaultFilterable": false, "isActive": true, "isVisible": true, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 6, "masterId": "51", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 13, "objectFormGroupId": 3, "objectFormId": 1, "label": "Created Date", "inputType": null, "dbAttribute": "created_at", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": "dateoperation", "isFilterable": true, "isDefaultFilterable": true, "isActive": true, "isVisible": false, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 100, "masterId": "46", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 14, "objectFormGroupId": 3, "objectFormId": 1, "label": "Created By", "inputType": null, "dbAttribute": "created_by", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": "teammembers", "params": null, "filterType": "select", "isFilterable": true, "isDefaultFilterable": false, "isActive": true, "isVisible": false, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 101, "masterId": "47", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 15, "objectFormGroupId": 3, "objectFormId": 1, "label": "Updated Date", "inputType": null, "dbAttribute": "updated_at", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": "dateoperation", "isFilterable": true, "isDefaultFilterable": false, "isActive": true, "isVisible": false, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 102, "masterId": "48", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null }, { "id": 16, "objectFormGroupId": 3, "objectFormId": 1, "label": "Updated By", "inputType": null, "dbAttribute": "updated_by", "width": null, "maxSize": "255", "dropdownEndpoint": null, "function": null, "params": null, "filterType": "select", "isFilterable": true, "isDefaultFilterable": false, "isActive": true, "isVisible": false, "isDefault": true, "isRequired": false, "isCustomField": false, "customFieldId": null, "sortOrder": 103, "masterId": "49", "createdAt": "2025-12-22T09:15:10.000000Z", "updatedAt": "2025-12-22T09:15:10.000000Z", "deletedAt": null } ] } }
POST Sync Company Form & List with Default
{{base_url}}/framework/company/sync-form-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "app_id" : 1 }

Authentication

Bearer Token
POST Save Object List Group
{{base_url}}/framework/company/save-list-group

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "app_id" : 1, "group_name" : "Tags", "label" : "Tags", "is_visible" : true, "is_active" : true, "sort_order": 5 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "List group saved successfully", "data": { "appId": 1, "groupName": "Tags", "label": "Tags", "isVisible": true, "isActive": true, "sortOrder": 5, "objectFormId": 1, "objectName": "contact", "userId": 10000000010, "updatedAt": "2025-12-23T04:02:02.000000Z", "createdAt": "2025-12-23T04:02:02.000000Z", "id": 17 } }
POST Save Column into List Group
{{base_url}}/framework/company/save-list-column

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "app_id" : 1, "object_list_group_id" : 17, "object_form_field_id": 11, "label" : "Tags", "is_visible" : true, "is_active" : true, "sort_order": 5 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "List column saved successfully", "data": { "id": 11, "objectListGroupId": 17, "objectFormFieldId": 11, "label": "Tags", "css": null, "flag": null, "width": null, "sortOrder": 5, "isVisible": true, "isActive": true, "masterId": null, "createdAt": "2025-12-23T04:05:11.000000Z", "updatedAt": "2025-12-23T04:05:11.000000Z", "deletedAt": null } }
DELETE Delete List Column
{{base_url}}/framework/company/delete-list-column

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "app_id" : 1, "column_id": 11 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "List column deleted successfully" }
DELETE Delete List Group
{{base_url}}/framework/company/delete-list-group

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "app_id" : 1, "group_id" : 17 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "List group deleted successfully" }
GET Menus
{{base_url}}/framework/menus

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} }

Authentication

Bearer Token

Example Response

[ { "id": 1, "menuType": "group_menu", "label": "CRM", "icon": null, "path": null, "sortOrder": 1, "subMenus": [ { "id": 5, "menuType": "app_menu", "label": "Customers", "icon": null, "path": null, "parentId": 1, "masterAppId": 1, "masterAppFeatureId": null, "sortOrder": 1, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:38:06.000000Z", "updatedAt": "2025-08-06T07:38:06.000000Z", "deletedAt": null, "subMenus": [] } ] }, { "id": 2, "menuType": "group_menu", "label": "Sales", "icon": null, "path": null, "sortOrder": 2, "subMenus": [ { "id": 3, "menuType": "app_menu", "label": "Estimate", "icon": null, "path": null, "parentId": 2, "masterAppId": 6, "masterAppFeatureId": null, "sortOrder": 1, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:30:54.000000Z", "updatedAt": "2025-08-06T07:30:54.000000Z", "deletedAt": null, "subMenus": [ { "id": 10, "menuType": "feature_menu", "label": "List", "icon": null, "path": null, "parentId": 3, "masterAppId": 6, "masterAppFeatureId": 29, "sortOrder": 1, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:40:49.000000Z", "updatedAt": "2025-08-06T07:40:49.000000Z", "deletedAt": null }, { "id": 11, "menuType": "feature_menu", "label": "Create", "icon": null, "path": null, "parentId": 3, "masterAppId": 6, "masterAppFeatureId": 26, "sortOrder": 2, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:41:18.000000Z", "updatedAt": "2025-08-06T07:41:18.000000Z", "deletedAt": null } ] }, { "id": 4, "menuType": "app_menu", "label": "Invoice", "icon": null, "path": null, "parentId": 2, "masterAppId": 7, "masterAppFeatureId": null, "sortOrder": 2, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:36:59.000000Z", "updatedAt": "2025-08-06T07:36:59.000000Z", "deletedAt": null, "subMenus": [ { "id": 12, "menuType": "feature_menu", "label": "List", "icon": null, "path": null, "parentId": 4, "masterAppId": 7, "masterAppFeatureId": 34, "sortOrder": 1, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:41:46.000000Z", "updatedAt": "2025-08-06T07:41:46.000000Z", "deletedAt": null } ] }, { "id": 6, "menuType": "app_menu", "label": "Task", "icon": null, "path": null, "parentId": 2, "masterAppId": 4, "masterAppFeatureId": null, "sortOrder": 3, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:38:55.000000Z", "updatedAt": "2025-08-06T07:38:55.000000Z", "deletedAt": null, "subMenus": [] } ] }, { "id": 7, "menuType": "group_menu", "label": "Price Book", "icon": null, "path": null, "sortOrder": 3, "subMenus": [ { "id": 8, "menuType": "app_menu", "label": "Products", "icon": null, "path": null, "parentId": 7, "masterAppId": 3, "masterAppFeatureId": null, "sortOrder": 1, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:39:55.000000Z", "updatedAt": "2025-08-06T07:39:55.000000Z", "deletedAt": null, "subMenus": [] }, { "id": 9, "menuType": "app_menu", "label": "Services", "icon": null, "path": null, "parentId": 7, "masterAppId": 3, "masterAppFeatureId": null, "sortOrder": 2, "isActive": true, "isVisible": true, "isDefault": false, "createdAt": "2025-08-06T07:40:16.000000Z", "updatedAt": "2025-08-06T07:40:16.000000Z", "deletedAt": null, "subMenus": [] } ] } ]
GET Forms
{{base_url}}/framework/forms

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "app_id" : 6 //OPTIONAL }

Authentication

Bearer Token

Example Response

[ { "id": 1, "objectName": "product", "masterAppId": 3, "formName": "Product & Service", "label": null, "builds": "[{\"id\":1,\"object_form_id\":1,\"group_name\":\"Basic Info\",\"label\":\"Basic Info\",\"width\":\"100%\",\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"sort_order\":1,\"created_at\":\"2025-08-22T03:48:19.000000Z\",\"updated_at\":\"2025-08-22T03:48:19.000000Z\",\"deleted_at\":null,\"fields\":[{\"id\":1,\"object_form_group_id\":1,\"object_form_id\":1,\"label\":\"Title\",\"input_type\":\"text\",\"db_attribute\":\"title\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":1,\"created_at\":\"2025-08-22T03:49:09.000000Z\",\"updated_at\":\"2025-08-22T03:49:09.000000Z\",\"deleted_at\":null},{\"id\":2,\"object_form_group_id\":1,\"object_form_id\":1,\"label\":\"Qty\",\"input_type\":\"number\",\"db_attribute\":\"qty\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":2,\"created_at\":\"2025-08-22T03:49:28.000000Z\",\"updated_at\":\"2025-08-22T03:49:28.000000Z\",\"deleted_at\":null},{\"id\":3,\"object_form_group_id\":1,\"object_form_id\":1,\"label\":\"Measure Of Unit\",\"input_type\":\"dropdown\",\"db_attribute\":\"measure_of_unit\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":3,\"created_at\":\"2025-08-22T03:49:47.000000Z\",\"updated_at\":\"2025-08-22T03:49:47.000000Z\",\"deleted_at\":null},{\"id\":4,\"object_form_group_id\":1,\"object_form_id\":1,\"label\":\"Description\",\"input_type\":\"textarea\",\"db_attribute\":\"description\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":4,\"created_at\":\"2025-08-22T03:50:19.000000Z\",\"updated_at\":\"2025-08-22T03:50:19.000000Z\",\"deleted_at\":null}]},{\"id\":2,\"object_form_id\":1,\"group_name\":\"Pricing\",\"label\":\"Pricing\",\"width\":\"100%\",\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"sort_order\":1,\"created_at\":\"2025-08-22T03:48:26.000000Z\",\"updated_at\":\"2025-08-22T03:48:26.000000Z\",\"deleted_at\":null,\"fields\":[{\"id\":5,\"object_form_group_id\":2,\"object_form_id\":1,\"label\":\"Cost Price\",\"input_type\":\"number\",\"db_attribute\":\"cost_price\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":1,\"created_at\":\"2025-08-22T03:50:58.000000Z\",\"updated_at\":\"2025-08-22T03:50:58.000000Z\",\"deleted_at\":null},{\"id\":6,\"object_form_group_id\":2,\"object_form_id\":1,\"label\":\"Sales P{rice\",\"input_type\":\"number\",\"db_attribute\":\"sales_price\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":2,\"created_at\":\"2025-08-22T03:51:21.000000Z\",\"updated_at\":\"2025-08-22T03:51:21.000000Z\",\"deleted_at\":null},{\"id\":7,\"object_form_group_id\":2,\"object_form_id\":1,\"label\":\"Map Price\",\"input_type\":\"number\",\"db_attribute\":\"map_price\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":3,\"created_at\":\"2025-08-22T03:51:41.000000Z\",\"updated_at\":\"2025-08-22T03:51:41.000000Z\",\"deleted_at\":null},{\"id\":8,\"object_form_group_id\":2,\"object_form_id\":1,\"label\":\"Margin (%)\",\"input_type\":\"number\",\"db_attribute\":\"margin\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":4,\"created_at\":\"2025-08-22T03:52:05.000000Z\",\"updated_at\":\"2025-08-22T03:52:05.000000Z\",\"deleted_at\":null},{\"id\":9,\"object_form_group_id\":2,\"object_form_id\":1,\"label\":\"Markup (%)\",\"input_type\":\"number\",\"db_attribute\":\"markup\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":5,\"created_at\":\"2025-08-22T03:52:26.000000Z\",\"updated_at\":\"2025-08-22T03:52:26.000000Z\",\"deleted_at\":null},{\"id\":10,\"object_form_group_id\":2,\"object_form_id\":1,\"label\":\"Income Account\",\"input_type\":\"text\",\"db_attribute\":\"income_account_id\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":6,\"created_at\":\"2025-08-22T03:52:53.000000Z\",\"updated_at\":\"2025-08-22T03:52:53.000000Z\",\"deleted_at\":null},{\"id\":11,\"object_form_group_id\":2,\"object_form_id\":1,\"label\":\"Expense Account\",\"input_type\":\"text\",\"db_attribute\":\"expense_account_id\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":7,\"created_at\":\"2025-08-22T03:53:17.000000Z\",\"updated_at\":\"2025-08-22T03:53:17.000000Z\",\"deleted_at\":null}]},{\"id\":3,\"object_form_id\":1,\"group_name\":\"Additional Info \",\"label\":\"Additional Info \",\"width\":\"100%\",\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"sort_order\":1,\"created_at\":\"2025-08-22T03:48:44.000000Z\",\"updated_at\":\"2025-08-22T03:48:44.000000Z\",\"deleted_at\":null,\"fields\":[{\"id\":12,\"object_form_group_id\":3,\"object_form_id\":1,\"label\":\"Category\",\"input_type\":\"dropdown\",\"db_attribute\":\"category_id\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":1,\"created_at\":\"2025-08-22T03:54:00.000000Z\",\"updated_at\":\"2025-08-22T03:54:00.000000Z\",\"deleted_at\":null},{\"id\":13,\"object_form_group_id\":3,\"object_form_id\":1,\"label\":\"Sub Category\",\"input_type\":\"dropdown\",\"db_attribute\":\"sub_category_id\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":2,\"created_at\":\"2025-08-22T03:54:21.000000Z\",\"updated_at\":\"2025-08-22T03:54:21.000000Z\",\"deleted_at\":null},{\"id\":14,\"object_form_group_id\":3,\"object_form_id\":1,\"label\":\"Brand\",\"input_type\":\"text\",\"db_attribute\":\"brand\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":3,\"created_at\":\"2025-08-22T03:54:44.000000Z\",\"updated_at\":\"2025-08-22T03:54:44.000000Z\",\"deleted_at\":null},{\"id\":15,\"object_form_group_id\":3,\"object_form_id\":1,\"label\":\"Vendor\",\"input_type\":\"dropdown\",\"db_attribute\":\"vendor_id\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":4,\"created_at\":\"2025-08-22T03:55:03.000000Z\",\"updated_at\":\"2025-08-22T03:55:03.000000Z\",\"deleted_at\":null}]},{\"id\":4,\"object_form_id\":1,\"group_name\":\"Status\",\"label\":\"Status\",\"width\":\"100%\",\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"sort_order\":1,\"created_at\":\"2025-08-22T03:48:49.000000Z\",\"updated_at\":\"2025-08-22T03:48:49.000000Z\",\"deleted_at\":null,\"fields\":[{\"id\":16,\"object_form_group_id\":4,\"object_form_id\":1,\"label\":\"Is Active\",\"input_type\":\"switch\",\"db_attribute\":\"is_active\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":true,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":1,\"created_at\":\"2025-08-22T03:55:36.000000Z\",\"updated_at\":\"2025-08-22T03:55:36.000000Z\",\"deleted_at\":null},{\"id\":17,\"object_form_group_id\":4,\"object_form_id\":1,\"label\":\"Enable Auto PO\",\"input_type\":\"switch\",\"db_attribute\":\"auto_po\",\"width\":null,\"max_size\":\"255\",\"dropdown_endpoint\":null,\"is_active\":true,\"is_visible\":true,\"is_default\":true,\"is_required\":false,\"is_custom_field\":false,\"custom_field_id\":null,\"sort_order\":2,\"created_at\":\"2025-08-22T03:55:54.000000Z\",\"updated_at\":\"2025-08-22T03:55:54.000000Z\",\"deleted_at\":null}]}]", "isActive": true, "isVisible": true, "isDefault": true, "sortOrder": 1, "createdAt": "2025-08-22T03:47:01.000000Z", "updatedAt": "2025-08-22T03:56:54.000000Z", "deletedAt": null, "masterApp": { "id": 3, "masterAppGroupId": 1, "name": "ProductServices", "description": "Product and service catalog management system for organizing offerings.", "logo": "super_admin/images/logo/logo.png", "status": "1", "isActive": true, "isDefault": false, "isVisible": true, "isPopular": 0, "isBestValue": 0, "isNew": 0, "sortOrder": 3, "type": "catalog", "trialDays": 0, "createdAt": "2025-08-19T10:21:30.000000Z", "updatedAt": "2025-08-19T10:21:30.000000Z", "deletedAt": null } } ]

Organization

Company Setup

POST Company-setup-database
{{base_url}}/company/setup-database

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
POST Company-migrate-database
{{base_url}}/company/migrate-database

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
POST validate-database
{{base_url}}/company/validate-database

Headers

Name Value
Accept application/json

Request Body

{ "company_id":"{{company_id}}", "user_id":"{{user_id}}" } // its take almost 35s to execute and verify all company table with there columns // its use for check migration related issue // some time after migration some columns are missing or rename by the developer and forgot to update on production then it's help to find the database related issue.

Authentication

Bearer Token
POST Company-database-delete-otp
{{base_url}}/company/delete-database/otp

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
POST Company-database-delete-otp-verify
{{base_url}}/company/delete-database/verify

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "otp": "493785" }

Authentication

Bearer Token
GET Company-initial-data
{{base_url}}/company/initial-data

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
GET get-company-details
{{base_url}}/company/show

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
PATCH get-company-status-update
{{base_url}}/company/status

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "status": "Active" }

Authentication

Bearer Token
PUT update-company-details
{{base_url}}/company/update

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "name": "Updated Company Name", "legal_name": "Updated Legal Name", "registration_number": "REG123456", "tax_id": "TAX789012", "industry": "Updated Industry", "company_type": "Corporation", "founded_date": "2024-01-01", "website": "https://updated-website.com", "status": "Active", "company_logo": "logo_url_here", "tagline": "Your Business Tagline", "currency": "USD", "time_zone": "America/New_York", "category": "Technology", "is_verified": true, "have_license": true, "google_review_link": "https://google.com/reviews", "notes": "Additional company notes", "short_description": "Brief company description", "long_description": "Detailed company description", "company_logo_invoice": "invoice_logo_url", "footer_text": "Company footer text", "license_number": "LIC-2024-001", "address": { "id": 1, "street_address": "456 Updated St", "city": "Updated City", "state": "CA", "postal_code": "90210", "country": "USA", "is_primary": true }, "contacts": [ { "id": 1, "contact_type": "email", "contact_value": "[email protected]", "contact_label": "Primary", "is_primary": true } ] }

Authentication

Bearer Token
POST get-company-verify
{{base_url}}/company/verify

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
GET get-company-statistics
{{base_url}}/company/statistics

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
DELETE delete-company-address
{{base_url}}/company/delete-address

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token

Branches

GET Get Company Branches
{{base_url}}/branches/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
POST Store Company Branch
{{base_url}}/branches/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "branch_name": "New Branch", "branch_code": "NB002", "description": "New branch description", "is_headquarters": false, "is_active": true, "address": { "street_address": "123 Branch St", "city": "Branch City", "state": "BC", "postal_code": "12345", "country": "USA", "is_primary": true }, "contacts": [ { "contact_type": "phone", "contact_value": "+1-555-0123", "contact_label": "Branch Office", "is_primary": true } ], "business_hours": [ { "day_of_week": "Monday", "is_open": true, "opening_time": "09:00", "closing_time": "17:00", "break_start_time": "12:00", "break_end_time": "13:00", "interval_hours": 8 } ] }

Authentication

Bearer Token
PUT Update Company Branch
{{base_url}}/branches/update

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "branch_id": "1", "branch_name": "New Branch2", "branch_code": "NB002", "description": "New branch description2", "is_headquarters": true, "status": "Active", "address": { "street_address": "123 Branch St", "city": "Branch City", "state": "BC", "postal_code": "12345", "country": "USA", "is_primary": true }, "contacts": [ { "id": "3", "contact_type": "phone", "contact_value": "+1-555-0123", "contact_label": "Branch Office", "is_primary": true } ], "business_hours": [ { "day_of_week": "Monday", "is_open": true, "opening_time": "09:00", "closing_time": "17:00", "break_start_time": "12:00", "break_end_time": "13:00", "interval_hours": 8 } ] }

Authentication

Bearer Token
DELETE Delete Company Branch
{{base_url}}/branches/delete

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "branch_id": "2" }

Authentication

Bearer Token

Contact-Management

GET list
{{base_url}}/contacts-management/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
POST Store
{{base_url}}/contacts-management/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "entity_type": "branch", "entity_id": 1, "contact_type": "website", "contact_value": "https://www.google.com", "contact_label": "office website", "is_primary": true }

Authentication

Bearer Token
PUT Update
{{base_url}}/contacts-management/update

Headers

Name Value
Accept application/json

Request Body

{ "id": 8, "company_id": "{{company_id}}", "user_id": "{{user_id}}", "entity_type": "branch", "entity_id": 1, "contact_type": "website", "contact_value": "https://www.google.com", "contact_label": "office website", "is_primary": true }

Authentication

Bearer Token

Addresses

Exemption

GET List
{{base_url}}/addresses/exemptions/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "address_id":7, "status": "active" //"per_page":10 }

Authentication

Bearer Token
POST Store
{{base_url}}/addresses/exemptions/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "address_id":7, "has_exemption": true, "exemption_certificate_no": "CERT-002", "exemption_type": "TAX", "exemption_percentage": 20.0, "exemption_valid_from": "2024-01-01", "exemption_valid_to": "2024-12-31", "status": "active" }

Authentication

Bearer Token
GET Show
{{base_url}}/addresses/exemptions/show

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "id":5 }

Authentication

Bearer Token
PUT Update
{{base_url}}/addresses/exemptions/update

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "address_id":7, "id":5, "has_exemption": true, "exemption_certificate_no": "CERT-002", "exemption_type": "TAX", "exemption_percentage": 20.0, "exemption_valid_from": "2024-01-01", "exemption_valid_to": "2024-12-31", "status": "active" }

Authentication

Bearer Token
DELETE Delete
{{base_url}}/addresses/exemptions/delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "id":5 }

Authentication

Bearer Token
GET initial-data
{{base_url}}/addresses/initial-data

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token
GET List
{{base_url}}/addresses/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token
POST Store
{{base_url}}/addresses/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id": {{user_id}}, "app_id":11, "entity_type": "company", "entity_id": 30000000012, "address_type": "home", "street_address": "789 Residential Blvd, Apt 2B", "city": "Chicago", "state": "Illinois", "postal_code": "60601", "country": "USA", "is_primary": false, "status": "active", "approved_by": null, // team-member-id "is_customer_taxable": "yes", "customer_tax_id": "TAX001", "customer_tax_rate": 8.5, "exemptions": [ { "has_exemption": true, "exemption_certificate_no": "EXC001", "exemption_type": "RES", "exemption_percentage": 10.0, "exemption_valid_from": "2024-01-01", "exemption_valid_to": "2024-12-31", "status": "active" }, { "has_exemption": false, "exemption_certificate_no": "EXC002", "exemption_type": "COM", "exemption_percentage": 5.0, "exemption_valid_from": "2024-06-01", "exemption_valid_to": "2024-12-31", "status": "inactive" } ] }

Authentication

Bearer Token
GET Show
{{base_url}}/addresses/show

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "id":7 }

Authentication

Bearer Token
PUT Update
{{base_url}}/addresses/update

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id": {{user_id}}, "id": 7, "entity_type": "team_member", "entity_id": 4, "address_type": "home", "street_address": "789 Residential Blvd, Apt 2B", "city": "Chicago", "state": "Illinois", "postal_code": "60601", "country": "USA", "is_primary": false, "status": "active", "approved_by": null, // team-member-id "is_customer_taxable": "yes", "customer_tax_id": "TAX001", "customer_tax_rate": 8.5, "exemptions": [ { "has_exemption": true, "exemption_certificate_no": "EXC001", "exemption_type": "RES", "exemption_percentage": 50.0, "exemption_valid_from": "2025-01-01", "exemption_valid_to": "2025-12-31", "status": "active" }, { "has_exemption": false, "exemption_certificate_no": "EXC002", "exemption_type": "COM", "exemption_percentage": 25.0, "exemption_valid_from": "2025-06-01", "exemption_valid_to": "2025-12-31", "status": "active" } ] }

Authentication

Bearer Token
DELETE Delete
{{base_url}}/addresses/delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "id":6 }

Authentication

Bearer Token
GET last-active-valid-exemption
{{base_url}}/addresses/last-active-valid-exemption

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "address_id":7 }

Authentication

Bearer Token

Custom Number Range

GET list
{{base_url}}/custom-number-ranges/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6, "object_name": "estimate", "custom_number_status": "1", // "filter": { // "search": "INV", // "advance": {} // }, "with_trashed": false, "pagination": true, "page": 1, "per_page": 25 }

Authentication

Bearer Token
GET initialize
{{base_url}}/custom-number-ranges/initialize

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6, "object_name": "estimate", "custom_number_status": "1", // "filter": { // "search": "INV", // "advance": {} // }, "with_trashed": false, "pagination": true, "page": 1, "per_page": 25 }

Authentication

Bearer Token
GET show
{{base_url}}/custom-number-ranges/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 }

Authentication

Bearer Token
POST store
{{base_url}}/custom-number-ranges/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6, "object_name": "estimate", "custom_number_pre_text": "EST-", "custom_number_start": "1", "custom_number_end": "9999", "custom_number_start_date": "2025-01-01", "custom_number_end_date": "2025-12-31", "custom_number_status": "1" }

Authentication

Bearer Token
PUT update
{{base_url}}/custom-number-ranges/update

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1, "app_id": 6, "object_name": "estimate", "custom_number_pre_text": "EST-", "custom_number_start": "1", "custom_number_end": "9999", "custom_number_start_date": "2025-01-01", "custom_number_end_date": "2025-12-31", "custom_number_status": "1" }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/custom-number-ranges/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 }

Authentication

Bearer Token
POST restore
{{base_url}}/custom-number-ranges/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 }

Authentication

Bearer Token
POST clone
{{base_url}}/custom-number-ranges/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 }

Authentication

Bearer Token
POST hint
{{base_url}}/custom-number-ranges/hint

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6 // or use "object_name": "estimate" }

Authentication

Bearer Token
POST check
{{base_url}}/custom-number-ranges/check

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6, // or use "object_name": "estimate" "custom_number": "EST-1" }

Authentication

Bearer Token

Payment Instructions

GET list
{{base_url}}/payment-instructions/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "search": "Net 30", // "is_active": true, // "is_default": false, // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "asc", // "sort_by": "title" }

Authentication

Bearer Token
GET show
{{base_url}}/payment-instructions/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 // "with_trashed": false }

Authentication

Bearer Token
GET formatted
{{base_url}}/payment-instructions/formatted

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "is_active": true }

Authentication

Bearer Token
GET dropdown
{{base_url}}/payment-instructions/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "is_active": true }

Authentication

Bearer Token
POST store
{{base_url}}/payment-instructions/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, // "id" : 1, //only use for update "title": "Zell", //* title or label "value": "acunitsforless.com", //* long string store(HTML,XML) "is_active": true, //* allowes active "is_default": true //* use for default }

Authentication

Bearer Token
POST clone
{{base_url}}/payment-instructions/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/payment-instructions/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
POST restore
{{base_url}}/payment-instructions/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/payment-instructions/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token

Signatures

GET list
{{base_url}}/signatures/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "search": "Contract", // "team_member_id": 5, // "customer_id": "123", // "object_id": "456", // "object_name": "Invoice", // "signature_label": "Approved", // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "desc", // "sort_by": "signature_date" }

Authentication

Bearer Token
GET show
{{base_url}}/signatures/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 // "with_trashed": false }

Authentication

Bearer Token
GET dropdown
{{base_url}}/signatures/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "team_member_id": 5, // "customer_id": "123", // "object_id": "456" }

Authentication

Bearer Token
POST store
{{base_url}}/signatures/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, // "id" : 1, //only use for update "team_member_id": 5, "customer_id": "123", "object_id": "457", "object_name": "Invoice #123", // [company, employee, invoice, estimate] "signature_label": "Customer Sign", "signature_image": "base64_encoded_image", "signature_initials_image": "base64_encoded_image", "signature_date": "2025-11-27 10:30:00" }

Authentication

Bearer Token
POST clone
{{base_url}}/signatures/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/signatures/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
POST restore
{{base_url}}/signatures/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/signatures/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token

Warehouses

Warehouse Groups

GET list
{{base_url}}/warehouse-groups/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "search": "Beaumont", // "is_active": true, // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "asc", // "sort_by": "group_name" }

Authentication

Bearer Token
GET show
{{base_url}}/warehouse-groups/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 // "with_trashed": false }

Authentication

Bearer Token
GET dropdown
{{base_url}}/warehouse-groups/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "is_active": true, // "search": "Beaumont", // "limit": 50, // "with_ids": [42, 473] // this is warehouse group db id }

Authentication

Bearer Token
POST store
{{base_url}}/warehouse-groups/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, // "id" : 1, //only use for update "group_name": "Beaumont", "ware_house_ids": [1], // [1,54,98] "is_active": true }

Authentication

Bearer Token
POST clone
{{base_url}}/warehouse-groups/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/warehouse-groups/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
POST restore
{{base_url}}/warehouse-groups/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/warehouse-groups/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
GET list
{{base_url}}/warehouses/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "search": "warehouse", // "is_active": true, // "is_default": false, // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "asc", // "sort_by": "ware_house_name" }

Authentication

Bearer Token
GET show
{{base_url}}/warehouses/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 // "with_trashed": false }

Authentication

Bearer Token
GET dropdown
{{base_url}}/warehouses/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "is_active": true, // "search": "main", // "limit": 50, // "with_ids": [42, 473] }

Authentication

Bearer Token
POST store
{{base_url}}/warehouses/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1, //only use for update "warehouse_name": "Main Warehouse", "warehouse_number": "WH-001", "warehouse_email": "[email protected]", "warehouse_phone": "123-456-7890", "is_active": true, "is_default": false, "is_warehouse_managed": true, "is_serial_number_managed": true, "logo_url" : "", "house_no": "123 Main St", "landmark": "Near Park", "city": "New York", "state": "NY", "country": "USA", "zip": "10001" }

Authentication

Bearer Token
POST clone
{{base_url}}/warehouses/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/warehouses/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
POST restore
{{base_url}}/warehouses/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/warehouses/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token

notification-settings

GET list
{{base_url}}/company/notification-settings/list

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
PUT update
{{base_url}}/company/notification-settings/update

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "settings": [ { "notification_event_type_id": 1, "email_enabled": false, "sms_enabled": false, "browser_enabled": true, "mobile_enabled": false, "is_active": true, "notify_created_by_user": false, "notify_assigned_user": false } ] }

Authentication

Bearer Token

HR-Management

Departments

GET List
{{base_url}}/hr/departments/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "per_page": null, "search": null, "status": null, "sort_by": null, "sort_order": null }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Departments retrieved successfully", "data": [ { "id": 2, "companyId": 30000000001, "branchId": null, "name": "Quality Assurance", "description": "Software testing and quality assurance", "parentDepartmentId": null, "departmentHeadId": null, "createdAt": "2025-08-26T16:26:44.000000Z", "updatedAt": "2025-08-26T16:26:44.000000Z", "deletedAt": null, "isActive": true, "branch": null, "parentDepartment": null, "departmentHead": null, "teams": [], "teamMembers": [] }, { "id": 3, "companyId": 30000000001, "branchId": 1, "name": "Quality Assurance", "description": "Software testing and quality assurance", "parentDepartmentId": null, "departmentHeadId": 4, "createdAt": "2025-09-02T07:04:07.000000Z", "updatedAt": "2025-09-02T07:04:07.000000Z", "deletedAt": null, "isActive": true, "branch": { "id": 1, "companyId": 30000000001, "branchName": "New Branch", "branchCode": "NB002", "addressId": 4, "timezone": null, "managerId": null, "isHeadquarters": false, "status": "Active", "createdAt": "2025-09-02T07:03:14.000000Z", "updatedAt": "2025-09-02T07:03:14.000000Z", "deletedAt": null }, "parentDepartment": null, "departmentHead": { "id": 4, "companyId": 30000000001, "branchId": null, "teamId": null, "addressId": null, "memberNumber": "TM0002", "firstName": "Jane", "lastName": "Smith", "email": "[email protected]", "phone": "+1-555-0456", "hireDate": "2024-02-01T00:00:00.000000Z", "terminationDate": "2025-08-17T00:00:00.000000Z", "terminationReason": "not working", "terminatedBy": null, "birthDate": "1990-03-15T00:00:00.000000Z", "gender": "female", "maritalStatus": "single", "emergencyContactName": "John Smith", "emergencyContactPhone": "+1-555-0789", "type": "Senior", "isActive": 0, "createdAt": "2025-08-25T10:55:51.000000Z", "updatedAt": "2025-08-26T17:08:22.000000Z", "deletedAt": null }, "teams": [], "teamMembers": [] } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 15, "total": 2, "from": 1, "to": 2 } }
POST Store
{{base_url}}/hr/departments/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "branch_id":1, //null "name": "Quality Assurance", "description": "Software testing and quality assurance", "parent_department_id": null, "department_head_id":4, //null "is_active": true }

Authentication

Bearer Token
GET show
{{base_url}}/hr/departments/show

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "department_id":2 }

Authentication

Bearer Token
PUT update
{{base_url}}/hr/departments/update

Headers

Name Value
Accept application/json

Request Body

{ "department_id":3, "company_id":{{company_id}}, "user_id":{{user_id}}, "branch_id":1, //null "name": "Quality Assurance", "description": "Software testing and quality assurance", "parent_department_id": null, "department_head_id":4, //null "is_active": true }

Authentication

Bearer Token
DELETE delete
{{base_url}}/hr/departments/delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "department_id":1 }

Authentication

Bearer Token
GET hierarchy
{{base_url}}/hr/departments/hierarchy

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "department_id":1 }

Authentication

Bearer Token
GET statistics
{{base_url}}/hr/departments/statistics

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "department_id":1 }

Authentication

Bearer Token
GET by-branch
{{base_url}}/hr/departments/by-branch

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "department_id":1 }

Authentication

Bearer Token

Teams

GET list
{{base_url}}/hr/teams/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "per_page": null, "search": null, "status": null, "sort_by": null, "sort_order": null }

Authentication

Bearer Token
POST store
{{base_url}}/hr/teams/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "team_name": "Developer", "description": "Developed the project", "branch_id": null, "department_id": null, "team_leader_id": null }

Authentication

Bearer Token
GET show
{{base_url}}/hr/teams/show

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "team_id": 1 }

Authentication

Bearer Token
GET statistics
{{base_url}}/hr/teams/statistics

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token
GET by-department
{{base_url}}/hr/teams/by-department

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token
PUT update
{{base_url}}/hr/teams/update

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "team_id":1, "team_name": "Developer", "description": "Developed the project", "branch_id": null, "department_id": null, "team_leader_id": null }

Authentication

Bearer Token
DELETE delete
{{base_url}}/hr/teams/delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "team_id": 1 }

Authentication

Bearer Token
POST assign-members
{{base_url}}/hr/teams/assign-members

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "team_id":2, "team_member_ids": [4] }

Authentication

Bearer Token
POST remove-members
{{base_url}}/hr/teams/remove-members

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "team_id":2, "team_member_ids": [4] }

Authentication

Bearer Token

Team-Member

GET List
{{base_url}}/hr/team-members/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
GET DropDown List
{{base_url}}/hr/team-members/dropdown-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "lite_mode": true, "withCompany": true }

Authentication

Bearer Token
POST Store
{{base_url}}/hr/team-members/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "branch_id": null, "team_id": null, "member_number": "TM0002", "first_name": "Jane", "last_name": "Smith", "email": "[email protected]", "phone": "+1-555-0456", "hire_date": "2024-02-01", "birth_date": "1990-03-15", "gender": "female", "marital_status": "single", "emergency_contact_name": "John Smith", "emergency_contact_phone": "+1-555-0789", "type": "Senior", "is_active": true, "contacts": [ { "contact_type": "email", "contact_value": "[email protected]", "contact_label": "Work Email", "is_primary": true }, { "contact_type": "mobile", "contact_value": "+1-555-0456", "contact_label": "Work Mobile", "is_primary": false } ] }

Authentication

Bearer Token
PUT update
{{base_url}}/hr/team-members/update

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "branch_id": null, "team_id": null, "team_member_id": 3, "member_number": "TM0001", "first_name": "Jane", "last_name": "Smith", "email": "[email protected]", "phone": "+1-555-0456", "hire_date": "2024-02-01", "birth_date": "1990-03-15", "gender": "female", "marital_status": "single", "emergency_contact_name": "John Smith", "emergency_contact_phone": "+1-555-0789", "type": "Senior", "is_active": true, "contacts": [ { "contact_type": "email", "contact_value": "[email protected]", "contact_label": "Work Email", "is_primary": true }, { "contact_type": "mobile", "contact_value": "+1-555-0456", "contact_label": "Work Mobile", "is_primary": false } ] }

Authentication

Bearer Token
GET Show
{{base_url}}/hr/team-members/show

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "team_member_id": 30000000001 }

Authentication

Bearer Token
DELETE delete
{{base_url}}/hr/team-members/delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "team_member_id": 3 }

Authentication

Bearer Token
POST terminate
{{base_url}}/hr/team-members/terminate

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "team_member_id": 4, "termination_reason": "not working", "termination_date": "2025-08-17" }

Authentication

Bearer Token
POST Generate-user-account
{{base_url}}/hr/team-members/generate-user

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "team_member_id": 4 }

Authentication

Bearer Token
POST Create new user and send-invite
{{base_url}}/hr/team-members/send-invite

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "team_member_id": 4 }

Authentication

Bearer Token
POST check team member user-status
{{base_url}}/hr/team-members/user-status

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "team_member_id": 4 }

Authentication

Bearer Token

HR-Data

GET initial-data
{{base_url}}/hr/initial-data

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
GET statistics
{{base_url}}/hr/statistics

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
GET termination-details
{{base_url}}/hr/termination-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token

Master Data API

PRIMARY DATA

TAX MASTER

POST Create Tax
{{base_url}}/master/tax/create-tax

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "tax_name" : "Fulton", "agency_name" : "Fulton", "tax_rate": 7.5, "county_name" : "Fulton County", // optional "state_name" : "Florida", //optional "valid_from": null, //optional => date "valid_to" : null, //optional => date "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Tax created successfully", "data": { "id": 1, "taxGroupId": 1, "taxName": "Fulton", "agencyName": "Fulton", "taxRate": 7.5, "countyName": "Fulton County", "stateName": "Florida", "validFrom": null, "validTo": null, "isActive": true, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-19T03:41:38.000000Z", "updatedAt": "2025-09-19T03:41:38.000000Z", "deletedAt": null } }
PUT Update tax
{{base_url}}/master/tax/update-tax

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id" : 1, "tax_name" : "Fulton", "agency_name" : "Fulton", "tax_rate": 8.5, "county_name" : "Fulton County", // optional "state_name" : "Florida", //optional "valid_from": null, //optional => date "valid_to" : null, //optional => date "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Tax updated successfully", "data": { "id": 1, "taxGroupId": 1, "taxName": "Fulton", "agencyName": "Fulton", "taxRate": 8.5, "countyName": "Fulton County", "stateName": "Florida", "validFrom": null, "validTo": null, "isActive": true, "createdBy": "10000000010", "updatedBy": 10000000010, "createdAt": "2025-09-19T03:41:38.000000Z", "updatedAt": "2025-09-19T03:43:13.000000Z", "deletedAt": null } }
GET Get All Taxes
{{base_url}}/master/tax/tax-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Taxes fetched successfully", "data": [ { "id": 1, "taxGroupId": 1, "taxName": "Fulton", "agencyName": "Fulton", "taxRate": 8.5, "countyName": "Fulton County", "stateName": "Florida", "validFrom": null, "validTo": null, "isActive": true, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-09-19T03:41:38.000000Z", "updatedAt": "2025-09-19T03:43:13.000000Z", "deletedAt": null, "createdDate": "19/09/2025", "updatedDate": "19/09/2025", "updatedHuman": "4 minutes ago" } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 15, "total": 1, "from": 1, "to": 1 } }
GET Tax Dropdown
{{base_url}}/master/tax/tax-dropdown

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Taxes fetched successfully", "data": [ { "id": 1, "taxName": "Fulton", "taxRate": 8.5 } ] }

Vendor Pricing

GET Get Vendor Pricing
{{base_url}}/vendor-pricing/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "vendor_account_id" : 4 }

Authentication

Bearer Token

Saved Responses (1)

200 ex 305 ms · 17.38 KB
{ "success": true, "message": "Vendor pricing list fetched successfully", "data": [ { "id": 6270, "impId": 14603, "vendorAccountId": 4, "productServiceId": 1760, "sku": "AED-002+FCL10", "costPrice": 678.38, "contractCost": 678.38, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:30.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1760, "title": "AED-002+FCL10" } }, { "id": 6269, "impId": 14602, "vendorAccountId": 4, "productServiceId": 1748, "sku": "AED-002+FCL15", "costPrice": 717.97, "contractCost": 717.97, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:30.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1748, "title": "AED-002+FCL15" } }, { "id": 6268, "impId": 14601, "vendorAccountId": 4, "productServiceId": 1660, "sku": "406-007BC", "costPrice": 2.09, "contractCost": 2.09, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:30.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1660, "title": "406-007BC" } }, { "id": 6267, "impId": 14600, "vendorAccountId": 4, "productServiceId": 1659, "sku": "436-007BC", "costPrice": 2.09, "contractCost": 2.09, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:30.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1659, "title": "436-007BC" } }, { "id": 6266, "impId": 14599, "vendorAccountId": 4, "productServiceId": 1643, "sku": "0151R00213S", "costPrice": 129.47, "contractCost": 129.47, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:30.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1643, "title": "0151R00213S" } }, { "id": 6265, "impId": 14598, "vendorAccountId": 4, "productServiceId": 1620, "sku": "5512", "costPrice": 9.81, "contractCost": 9.81, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1620, "title": "5512" } }, { "id": 6264, "impId": 14597, "vendorAccountId": 4, "productServiceId": 1619, "sku": "CAB050400440CT", "costPrice": 9.61, "contractCost": 9.61, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1619, "title": "CAB050400440CT" } }, { "id": 6263, "impId": 14596, "vendorAccountId": 4, "productServiceId": 1610, "sku": "ED4000SIUS00", "costPrice": 75.72, "contractCost": 75.72, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1610, "title": "ED4000SIUS00" } }, { "id": 6262, "impId": 14595, "vendorAccountId": 4, "productServiceId": 1601, "sku": "83615", "costPrice": 14.35, "contractCost": 14.35, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1601, "title": "83615" } }, { "id": 6261, "impId": 14594, "vendorAccountId": 4, "productServiceId": 1600, "sku": "HVBB48075", "costPrice": 205.44, "contractCost": 205.44, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1600, "title": "HVBB48075" } }, { "id": 6260, "impId": 14593, "vendorAccountId": 4, "productServiceId": 1599, "sku": "DCTLS14581250", "costPrice": 262.15, "contractCost": 262.15, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1599, "title": "DCTLS14581250" } }, { "id": 6259, "impId": 14592, "vendorAccountId": 4, "productServiceId": 1598, "sku": "CCF-8-1818-1", "costPrice": 4.83, "contractCost": 4.83, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1598, "title": "CCF-8-1818-1" } }, { "id": 6258, "impId": 14591, "vendorAccountId": 4, "productServiceId": 1584, "sku": "DCTLS38581250", "costPrice": 270.71, "contractCost": 270.71, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1584, "title": "DCTLS38581250" } }, { "id": 6257, "impId": 14590, "vendorAccountId": 4, "productServiceId": 1577, "sku": "103M14X10", "costPrice": 17.95, "contractCost": 17.95, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1577, "title": "103M14X10" } }, { "id": 6256, "impId": 14589, "vendorAccountId": 4, "productServiceId": 1573, "sku": "T705", "costPrice": 39.08, "contractCost": 39.08, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1573, "title": "T705" } }, { "id": 6255, "impId": 14588, "vendorAccountId": 4, "productServiceId": 1572, "sku": "T701", "costPrice": 34.4, "contractCost": 34.4, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1572, "title": "T701" } }, { "id": 6254, "impId": 14587, "vendorAccountId": 4, "productServiceId": 1571, "sku": "PPHD5440OV", "costPrice": 5.2, "contractCost": 5.2, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1571, "title": "PPHD5440OV" } }, { "id": 6253, "impId": 14586, "vendorAccountId": 4, "productServiceId": 1570, "sku": "PPHD555440RD", "costPrice": 18.4, "contractCost": 18.4, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1570, "title": "PPHD555440RD" } }, { "id": 6252, "impId": 14585, "vendorAccountId": 4, "productServiceId": 1569, "sku": "PPHD545440RD", "costPrice": 16.42, "contractCost": 16.42, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1569, "title": "PPHD545440RD" } }, { "id": 6251, "impId": 14584, "vendorAccountId": 4, "productServiceId": 1566, "sku": "50N492ZV-ZAKMS", "costPrice": 520.02, "contractCost": 520.02, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1566, "title": "50N492ZV-ZAKMS" } }, { "id": 6250, "impId": 14583, "vendorAccountId": 4, "productServiceId": 1559, "sku": "PP3458", "costPrice": 76.87, "contractCost": 76.87, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1559, "title": "PP3458" } }, { "id": 6249, "impId": 14582, "vendorAccountId": 4, "productServiceId": 1548, "sku": "LS38343830", "costPrice": 126.26, "contractCost": 126.26, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1548, "title": "LS38343830" } }, { "id": 6248, "impId": 14581, "vendorAccountId": 4, "productServiceId": 1546, "sku": "190RF20X20", "costPrice": 32.71, "contractCost": 32.71, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1546, "title": "190RF20X20" } }, { "id": 6247, "impId": 14580, "vendorAccountId": 4, "productServiceId": 1545, "sku": "190RF20X25", "costPrice": 38.37, "contractCost": 38.37, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1545, "title": "190RF20X25" } }, { "id": 6246, "impId": 14579, "vendorAccountId": 4, "productServiceId": 1541, "sku": "0601844", "costPrice": 30.15, "contractCost": 30.15, "startDate": "2025-05-05T00:00:00.000000Z", "endDate": "2026-03-31T00:00:00.000000Z", "isActive": true, "createdBy": null, "updatedBy": null, "createdAt": "2025-05-08T03:07:29.000000Z", "updatedAt": "2026-01-08T20:50:17.000000Z", "deletedAt": null, "productService": { "id": 1541, "title": "0601844" } } ], "pagination": { "currentPage": 1, "lastPage": 86, "perPage": 25, "total": 2128, "from": 1, "to": 25 } }
POST Save Vendor Pricing
{{base_url}}/vendor-pricing/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "vendor_account_id" : 4, "product_service_id" : 4198, "sku" : "EHX-4L60", "cost_price": 50, "contract_cost" : 45, "start_date": "2025-01-01", "end_date": "2025-12-31", "is_active" :true }

Authentication

Bearer Token

Saved Responses (1)

200 ex 289 ms · 615 B
{ "success": true, "message": "Vendor pricing created successfully", "data": { "id": 8405, "impId": null, "vendorAccountId": 4, "productServiceId": 4198, "sku": "EHX-4L60", "costPrice": 50, "contractCost": 45, "startDate": "2025-01-01T00:00:00.000000Z", "endDate": "2025-12-31T00:00:00.000000Z", "isActive": true, "createdBy": "10000000015", "updatedBy": "10000000015", "createdAt": "2026-03-19T09:34:26.000000Z", "updatedAt": "2026-03-19T09:34:26.000000Z", "deletedAt": null } }
DELETE Delete Vendor Pricing
{{base_url}}/vendor-pricing/delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "id" : 21 //vendor pricing id }

Authentication

Bearer Token

Saved Responses (1)

200 ex 180 ms · 77 B
{ "success": true, "message": "Vendor pricing deleted successfully" }

Product & Service

POST Create Product Category
{{base_url}}/master/product/create-category

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "title":"Condenser", "description": "Condenser", //OPTIONAL "is_active" : true, "sort_order": 1, "image": "" //OPTIONAL }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Category created successfully", "data": { "title": "Condenser", "description": "Condenser", "updatedAt": "2025-08-22T03:07:35.000000Z", "createdAt": "2025-08-22T03:07:35.000000Z", "id": 1 } }
PUT Update Product Category
{{base_url}}/master/product/update-category

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id": 1, "title": "AHU", "description": "AHU", //OPTIONAL "is_active" : true, "sort_order": 3, "image": "" //OPTIONAL }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Category updated successfully", "data": { "id": 1, "title": "AHU", "description": "AHU", "isActive": true, "sortOrder": 0, "image": null, "createdAt": "2025-08-22T03:07:35.000000Z", "updatedAt": "2025-08-22T03:09:27.000000Z", "deletedAt": null } }
GET Product Category List
{{base_url}}/master/product/categories

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Categories fetched successfully", "data": [ { "id": 1, "title": "AHU", "description": "AHU", "isActive": true, "sortOrder": 0, "image": null, "createdAt": "2025-08-22T03:07:35.000000Z", "updatedAt": "2025-08-22T03:09:27.000000Z", "deletedAt": null } ] }
POST Create Product Sub-Category
{{base_url}}/master/product/create-subcategory

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "category_id": 1, "title": "AHU-1", "description": "AHU", //OPTIONAL "is_active" : true, "sort_order": 1, "image": "" //OPTIONAL }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Sub category created successfully", "data": { "title": "AHU-1", "categoryId": 1, "description": "AHU", "updatedAt": "2025-08-22T03:12:47.000000Z", "createdAt": "2025-08-22T03:12:47.000000Z", "id": 1 } }
PUT Update Product Sub Category
{{base_url}}/master/product/update-subcategory

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id": 1, "category_id":1, "title": "AHU-2", "description": "AHU", //OPTIONAL "is_active" : true, "sort_order": 3, "image": "" //OPTIONAL }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Sub category updated successfully", "data": { "id": 1, "title": "AHU-2", "description": "AHU", "categoryId": 1, "isActive": true, "sortOrder": 0, "image": null, "createdAt": "2025-08-22T03:12:47.000000Z", "updatedAt": "2025-08-22T03:14:22.000000Z", "deletedAt": null } }
GET Product Sub Category List
{{base_url}}/master/product/subcategories

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "category_id":1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Sub categories fetched successfully", "data": [ { "id": 1, "title": "AHU-2", "description": "AHU", "categoryId": 1, "isActive": true, "sortOrder": 0, "image": null, "createdAt": "2025-08-22T03:12:47.000000Z", "updatedAt": "2025-08-22T03:14:22.000000Z", "deletedAt": null } ] }
POST Create Product or Service
{{base_url}}/master/product/create-product-service

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "type": "product", // product or service "title": "GSXN140301", "description": "A GSX Condesnser", //OPTIONAL "qty":1, "measure_of_unit_id": null, //optional "cost_price":100.56, "sales_price": 150.30, "map_price": 130, //optional "margin" : 10, "income_account" : null, //optional "expense_account" : null, //optional "category_id":1, //optional "sub_category_id":1, //optional "brand" : "GOODMAN", "vendor_id": null, //optional "product_number": "P100", //optional "model_number" : "M100", //optional "tags": ["GSX","PRODUCT", "cond", "seer2"], //optional "is_active" : true, "is_taxable" : true, "auto_po": false, //optional "is_obsolete" : false, //optional "image": "" //OPTIONAL }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Product/Service created successfully", "data": { "id": 7, "title": "GSXN140301", "type": "product", "qty": 1, "measureOfUnitId": null, "description": "A GSX Condesnser", "image": null, "costPrice": 100.56, "salesPrice": 150.3, "mapPrice": null, "margin": null, "markup": null, "incomeAccountId": null, "expenseAccountId": null, "isTaxable": true, "taxId": null, "taxGroupId": null, "categoryId": 1, "subCategoryId": 1, "brand": null, "vendorId": null, "isActive": true, "autoPo": false, "createdAt": "2025-08-28T11:58:57.000000Z", "updatedAt": "2025-08-28T11:58:57.000000Z", "deletedAt": null } }
PUT Update Product or Service
{{base_url}}/master/product/update-product-service

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id":13, "type": "product", // product or service "title": "GSXN140401", "description": "A GSX Condesnser", //OPTIONAL "qty":1, "measure_of_unit_id": 8, //optional "cost_price":100.56, "sales_price": 150.30, "map_price": 130, //optional "margin" : 10, "income_account" : null, //optional "expense_account" : null, //optional "category_id":1, //optional "sub_category_id":1, //optional "brand" : "GOODMAN", "vendor_id": null, //optional "product_number": "P100", //optional "model_number" : "M100", //optional "tags": ["GSX","PRODUCT", "cond", "seer2"], //optional "is_active" : true, "is_taxable" : true, "auto_po": false, //optional "is_obsolete" : false, //optional "image": "" //OPTIONAL }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Product/Service updated successfully", "data": { "id": 1, "title": "GSXN140241", "type": "product", "qty": "1.00", "measureOfUnitId": null, "description": "A GSX Condesnser", "image": null, "costPrice": "100.56", "salesPrice": "150.30", "mapPrice": null, "margin": null, "markup": null, "incomeAccountId": null, "expenseAccountId": null, "isTaxable": true, "taxId": null, "taxGroupId": null, "categoryId": 1, "subCategoryId": 1, "brand": null, "vendorId": null, "isActive": true, "autoPo": false, "createdAt": "2025-08-22T03:17:19.000000Z", "updatedAt": "2025-08-22T03:17:19.000000Z", "deletedAt": null } }
GET Product or service List
{{base_url}}/master/product/product-service-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "type": "product", "take": 100, "page": 1, "filter": { "search": "", "advance": [ { "db_attribute": "category_id", "operator": "=", "value": 1 }, { "db_attribute": "sub_category_id", "operator": "=", "value": 1 }, { "db_attribute": "brand", "operator": "LIKE", "value": "GOODMAN" } // { // "db_attribute": "cost_price", // "operator": ">", // "value": 120 // } ] } } // This API will update later for pagination and search and filters

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Products & services fetched successfully", "data": [ { "id": 34, "title": "AMST140251", "type": "product", "qty": 1, "measureOfUnitId": 8, "description": "The AMST Multi-Position, 9-Speed ECM air handler with internal TXV is optimized for single-stage AC and HP outdoor units up to 15.2 SEER2.", "image": null, "costPrice": 100, "salesPrice": 150, "mapPrice": 0, "margin": 0, "markup": 0, "incomeAccountId": 3, "expenseAccountId": 4, "isTaxable": false, "taxId": null, "taxGroupId": null, "categoryId": 1, "subCategoryId": 1, "brand": "GOODMAN", "productNumber": "P123", "modelNumber": "G87899", "tags": [ "pRODUCT", "AMST" ], "vendorId": null, "isActive": true, "autoPo": false, "isObsolete": false, "createdAt": "2025-09-08T04:50:25.000000Z", "updatedAt": "2025-09-08T04:50:25.000000Z", "deletedAt": null, "category": { "id": 1, "title": "AHU" }, "subCategory": { "id": 1, "title": "AHU-2" }, "incomeAccount": { "id": 3, "accountName": "Income", "accountNumber": "4000" }, "expenseAccount": { "id": 4, "accountName": "Cost Of Goods Sold", "accountNumber": "5000" }, "measureOfUnit": { "id": 8, "value": "unit", "icon": null, "color": null } }, { "id": 10, "title": "GSZ140351 (Copy)", "type": "product", "qty": 1, "measureOfUnitId": null, "description": "some description", "image": null, "costPrice": 100, "salesPrice": 150, "mapPrice": 130, "margin": null, "markup": null, "incomeAccountId": 1, "expenseAccountId": 4, "isTaxable": true, "taxId": null, "taxGroupId": null, "categoryId": 1, "subCategoryId": 1, "brand": "GOODMAN", "productNumber": null, "modelNumber": null, "tags": null, "vendorId": null, "isActive": false, "autoPo": false, "isObsolete": false, "createdAt": "2025-08-29T10:07:57.000000Z", "updatedAt": "2025-08-29T13:56:10.000000Z", "deletedAt": null, "category": { "id": 1, "title": "AHU" }, "subCategory": { "id": 1, "title": "AHU-2" }, "incomeAccount": { "id": 1, "accountName": "Goods Sold 2", "accountNumber": "40000" }, "expenseAccount": { "id": 4, "accountName": "Cost Of Goods Sold", "accountNumber": "5000" }, "measureOfUnit": null } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 100, "total": 2, "from": 1, "to": 2 } }
GET Product or service Details
{{base_url}}/master/product/product-service-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id": 2 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Product/Service details fetched successfully", "data": { "id": 2, "title": "GSXN1402412", "type": "product", "qty": 1, "measureOfUnitId": null, "description": "A GSX Condesnser", "image": null, "costPrice": 100.56, "salesPrice": 150.3, "mapPrice": null, "margin": null, "markup": null, "incomeAccountId": null, "expenseAccountId": null, "isTaxable": true, "taxId": null, "taxGroupId": null, "categoryId": 1, "subCategoryId": 1, "brand": null, "vendorId": null, "isActive": true, "autoPo": false, "createdAt": "2025-08-22T03:36:39.000000Z", "updatedAt": "2025-08-22T03:36:39.000000Z", "deletedAt": null } }
DELETE Delete Product or Service
{{base_url}}/master/product/delete-product-service

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id":9 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Product/Service deleted successfully", "data": true }
POST Clone Product or Service
{{base_url}}/master/product/clone-product-service

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id": 8 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Product/Service cloned successfully", "data": { "title": "GSZ140351 (Copy)", "type": "product", "qty": 1, "measureOfUnitId": null, "description": "some description", "image": null, "costPrice": 100, "salesPrice": 150, "mapPrice": 130, "margin": null, "markup": null, "incomeAccountId": 1, "expenseAccountId": null, "isTaxable": true, "taxId": null, "taxGroupId": null, "categoryId": 1, "subCategoryId": 1, "brand": "GOODMAN", "productNumber": null, "modelNumber": null, "tags": null, "vendorId": null, "isActive": false, "autoPo": false, "isObsolete": false, "deletedAt": null, "updatedAt": "2025-08-29T10:07:57.000000Z", "createdAt": "2025-08-29T10:07:57.000000Z", "id": 10 } }
POST Bulk Action
{{base_url}}/master/product/bulk-action-product-service

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "ids": [16,17], "description" : "Hello this is bulk description", //optional "margin": 10 //optional // "is_active" : true, //optional // "is_delete" : false //optional }

Authentication

Bearer Token
POST Quick Update Product/Service
{{base_url}}/master/product/quick-update-product-service

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id": 55, "db_attribute":"sales_price", "value":1000 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Product/Service quick updated successfully", "data": { "id": 55, "title": "AMST140251", "type": "product", "qty": 1, "measureOfUnitId": 8, "description": "A GSX Condesnser", "image": null, "costPrice": 500, "salesPrice": 1000, "mapPrice": 130, "margin": 50, "markup": 100, "incomeAccountId": 3, "expenseAccountId": 4, "isTaxable": true, "taxId": null, "taxGroupId": null, "categoryId": 1, "subCategoryId": 1, "brand": "GOODMAN", "productNumber": "P100", "modelNumber": "M100", "tags": [ "GSX", "PRODUCT", "cond", "seer2" ], "vendorId": null, "isActive": true, "autoPo": false, "isObsolete": false, "createdBy": null, "updatedBy": "10000000010", "createdAt": "2025-09-11T13:45:45.000000Z", "updatedAt": "2025-09-12T05:39:09.000000Z", "deletedAt": null } }
GET product service dropdown
{{base_url}}/master/product/product-service-dropdowns

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "search" : "gsx", //----For Details----- "ids" : [532,533,534], "customer_id" : 30000000004, "details":true, "multiple" :true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Product/Service dropdowns fetched successfully", "data": [ { "id": 56, "title": "ABC", "description": null, "tags": [] }, { "id": 40, "title": "AMST30458905", "description": "this is a bulk action", "tags": null }, { "id": 49, "title": "AMST30458905 (Copy)", "description": "this is a bulk action", "tags": null }, { "id": 44, "title": "GR9S960603BU", "description": "Goodman 96% AFUE Gas Furnace Nine Speed ECM, Single Stage\nGoodman 96% AFUE Gas Furnace Nine Speed ECM, Single Stage, Upflow/Horizontal, 60000 BTUH/H, Ultra-Low NOx (California Only )", "tags": [ "seer2", "96%" ] }, { "id": 52, "title": "GR9S960603BU (Copy)", "description": "Goodman 96% AFUE Gas Furnace Nine Speed ECM, Single Stage\nGoodman 96% AFUE Gas Furnace Nine Speed ECM, Single Stage, Upflow/Horizontal, 60000 BTUH/H, Ultra-Low NOx (California Only )", "tags": [ "seer2", "96%" ] }, { "id": 54, "title": "GR9S960603BU (Copy) (Copy)", "description": "Goodman 96% AFUE Gas Furnace Nine Speed ECM, Single Stage\nGoodman 96% AFUE Gas Furnace Nine Speed ECM, Single Stage, Upflow/Horizontal, 60000 BTUH/H, Ultra-Low NOx (California Only )", "tags": [ "seer2", "96%" ] }, { "id": 41, "title": "GSXN140241", "description": "A GSX Condesnser", "tags": null }, { "id": 50, "title": "GSXN140241 (Copy)", "description": "A GSX Condesnser", "tags": null }, { "id": 39, "title": "GSXN1402412", "description": "this is a bulk action", "tags": [ "aaa", "bbb" ] }, { "id": 48, "title": "GSXN1402412 (Copy)", "description": "this is a bulk action", "tags": [ "aaa", "bbb" ] } ] }

Configs

Chart of Accounts

POST Create Account Chart
{{base_url}}/master/config/create-account-chart

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id": {{user_id}}, "account_name" : "Goods Sold", "account_number": "40000", "account_type": "income", //[income/expense] "account_details": "income account" // optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Account chart created successfully", "data": { "accountNumber": "40000", "accountName": "Goods Sold", "accountType": "income", "accountDetails": "income account", "updatedAt": "2025-08-28T06:08:08.000000Z", "createdAt": "2025-08-28T06:08:08.000000Z", "id": 1 } }
PUT Update Account Chart
{{base_url}}/master/config/update-account-chart

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id": {{user_id}}, "id" : 1, "account_name" : "Goods Sold 2", "account_number": "40000", "account_type": "income", //[income/expense] "account_details": "income account" // optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Account chart updated successfully", "data": { "id": 1, "accountNumber": "40000", "accountName": "Goods Sold 2", "accountType": "income", "accountDetails": "income account", "quickbookAccountId": null, "createdAt": "2025-08-28T06:08:08.000000Z", "updatedAt": "2025-08-28T06:56:53.000000Z", "deletedAt": null } }
GET All Account Charts
{{base_url}}/master/config/all-account-charts

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id": {{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Account charts fetched successfully", "data": [ { "id": 1, "accountNumber": "40000", "accountName": "Goods Sold 2", "accountType": "income", "accountDetails": "income account", "quickbookAccountId": null, "createdAt": "2025-08-28T06:08:08.000000Z", "updatedAt": "2025-08-28T06:56:53.000000Z", "deletedAt": null } ] }
GET Account Chart Dropdown
{{base_url}}/master/config/account-charts-dropdown

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id": {{user_id}}, "account_type" : "income" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Account charts dropdown fetched successfully", "data": [ { "id": 1, "accountName": "Goods Sold 2", "accountNumber": "40000" } ] }
DELETE Delete Account Chart
{{base_url}}/master/config/delete-account-chart

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id": {{user_id}}, "id" : 2 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Account chart deleted successfully", "data": true }

Dropdowns

GET Dropdown Configs
{{base_url}}/master/config/dropdown-configs

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "master_app_id" : 1, "with_values" : true //optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Dropdown configs fetched successfully", "data": [ { "id": 1, "objectName": "product", "masterAppId": 3, "fieldName": "Measure Of Unit", "description": "Measure Of Unit", "fieldSlug": "measure_of_unit", "isActive": true, "isDefault": true, "createdAt": "2025-08-29T07:26:03.000000Z", "updatedAt": "2025-08-29T07:26:03.000000Z", "deletedAt": null } ] }
POST Create Dropdown Value
{{base_url}}/master/config/create-dropdown-values

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "config_dropdown_id" : 1, "value" : "KG", "label" : "Kilogram", //optional "order" : "1", //optional "icon" : null, //optional "color" : "#000000", //optional "css" : null, //optional "is_active" : true, "is_default": false }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Dropdown value created successfully", "data": { "id": 2, "configDropdownId": 1, "value": "KG", "label": "Kilogram", "order": 1, "icon": null, "color": "#000000", "css": null, "isActive": true, "isDefault": false, "createdAt": "2025-08-29T08:00:44.000000Z", "updatedAt": "2025-08-29T08:00:44.000000Z", "deletedAt": null } }
PUT Update Dropdown Value
{{base_url}}/master/config/update-dropdown-values

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id": 1, "config_dropdown_id" : 1, "value" : "KG-1", "label" : "Kilogram", //optional "order" : "1", //optional "icon" : null, //optional "color" : "#000000", //optional "css" : null, //optional "is_active" : true, "is_default": false }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Dropdown value updated successfully", "data": { "id": 1, "configDropdownId": 1, "value": "KG-1", "label": "Kilogram", "order": 1, "icon": null, "color": "#000000", "css": null, "isActive": true, "isDefault": false, "createdAt": "2025-08-29T07:52:33.000000Z", "updatedAt": "2025-08-29T08:00:00.000000Z", "deletedAt": null } }
GET Get Dropdown Values
{{base_url}}/master/config/dropdown-values

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "config_dropdown_id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Dropdown values fetched successfully", "data": [ { "id": 1, "configDropdownId": 1, "value": "KG-1", "label": "Kilogram", "order": 1, "icon": null, "color": "#000000", "css": null, "isActive": true, "isDefault": false, "createdAt": "2025-08-29T07:52:33.000000Z", "updatedAt": "2025-08-29T08:00:00.000000Z", "deletedAt": null }, { "id": 2, "configDropdownId": 1, "value": "KG", "label": "Kilogram", "order": 1, "icon": null, "color": "#000000", "css": null, "isActive": true, "isDefault": false, "createdAt": "2025-08-29T08:00:44.000000Z", "updatedAt": "2025-08-29T08:00:44.000000Z", "deletedAt": null } ] }
GET Generate Default Drodowns
{{base_url}}/master/config/generate-default-dropdowns

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token

View

GET Column Configs
{{base_url}}/master/config/column-configs

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "app_id": 3 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Column configs fetched successfully", "data": [ { "fieldId": 1, "label": "Title", "dbAttribute": "title", "color": "#000000", "isVisible": true, "isDefault": false, "sortOrder": 1 }, { "fieldId": 2, "label": "Qty", "dbAttribute": "qty", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 2 }, { "fieldId": 17, "label": "Enable Auto PO", "dbAttribute": "auto_po", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 2 }, { "fieldId": 4, "label": "Description", "dbAttribute": "description", "color": "#000000", "isVisible": true, "isDefault": false, "sortOrder": 2 }, { "fieldId": 6, "label": "Sales Price", "dbAttribute": "sales_price", "color": "#000000", "isVisible": true, "isDefault": false, "sortOrder": 3 }, { "fieldId": 5, "label": "Cost Price", "dbAttribute": "cost_price", "color": "#000000", "isVisible": true, "isDefault": false, "sortOrder": 3 }, { "fieldId": 7, "label": "Map Price", "dbAttribute": "map_price", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 3 }, { "fieldId": 3, "label": "Measure Of Unit", "dbAttribute": "measure_of_unit_id", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 3 }, { "fieldId": 27, "label": "Obsolete", "dbAttribute": "is_obsolete", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 3 }, { "fieldId": 12, "label": "Category", "dbAttribute": "category_id", "color": "#000000", "isVisible": true, "isDefault": false, "sortOrder": 4 }, { "fieldId": 8, "label": "Margin (%)", "dbAttribute": "margin", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 4 }, { "fieldId": 15, "label": "Vendor", "dbAttribute": "vendor_id", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 4 }, { "fieldId": 31, "label": "Charge Tax", "dbAttribute": "is_taxable", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 4 }, { "fieldId": 13, "label": "Sub Category", "dbAttribute": "sub_category_id", "color": "#000000", "isVisible": true, "isDefault": false, "sortOrder": 5 }, { "fieldId": 9, "label": "Markup (%)", "dbAttribute": "markup", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 5 }, { "fieldId": 28, "label": "Product Number", "dbAttribute": "product_number", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 5 }, { "fieldId": 14, "label": "Brand", "dbAttribute": "brand", "color": "#000000", "isVisible": true, "isDefault": false, "sortOrder": 6 }, { "fieldId": 10, "label": "Income Account", "dbAttribute": "income_account_id", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 6 }, { "fieldId": 29, "label": "Model Number", "dbAttribute": "model_number", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 6 }, { "fieldId": 16, "label": "Is Active", "dbAttribute": "is_active", "color": "#000000", "isVisible": true, "isDefault": false, "sortOrder": 7 }, { "fieldId": 11, "label": "Expense Account", "dbAttribute": "expense_account_id", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 7 }, { "fieldId": 30, "label": "Tags", "dbAttribute": "tags", "color": null, "isVisible": false, "isDefault": false, "sortOrder": 7 } ] }
POST Save Column Config
{{base_url}}/master/config/save-column-configs

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "app_id": 1, "field_id":33, "is_visible":true, "color": "#000000", "sort_order":3, "config_fields_group_id" :109 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Column configs saved successfully" }
GET Generate Default Views
{{base_url}}/master/config/generate-default-column-configs

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token
POST Save Fields Group
{{base_url}}/master/config/save-fields-group

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "app_id": 1, "group_name" : "Contact Info", "label" : "Contact Info", "sort_order" : 2, "is_visible" : true, "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Fields group saved successfully", "data": { "appId": 6, "groupName": "Customer Info", "label": "Customer Info", "sortOrder": 2, "isActive": true, "isVisible": true, "updatedAt": "2025-11-27T04:31:54.000000Z", "createdAt": "2025-11-27T04:31:54.000000Z", "id": 108 } }
GET Get Fields Groups
{{base_url}}/master/config/get-fields-groups

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "app_id": 6 }

Authentication

Bearer Token
GET Get All Fields
{{base_url}}/master/config/get-all-fields

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "app_id": 3 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "All fields fetched successfully", "data": [ { "fieldId": 1, "label": "Title", "dbAttribute": "title", "inputType": "text", "isRequired": true, "isCustomField": false, "isVisible": true, "color": "#808B96", "sortOrder": 0, "configFieldsGroupId": null }, { "fieldId": 2, "label": "Qty", "dbAttribute": "qty", "inputType": "number", "isRequired": true, "isCustomField": false, "isVisible": true, "color": "#F1C40F", "sortOrder": 1, "configFieldsGroupId": null }, { "fieldId": 4, "label": "Description", "dbAttribute": "description", "inputType": "textarea", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#F1C40F", "sortOrder": 2, "configFieldsGroupId": null }, { "fieldId": 5, "label": "Cost Price", "dbAttribute": "cost_price", "inputType": "amount", "isRequired": true, "isCustomField": false, "isVisible": true, "color": "#2ECC71", "sortOrder": 3, "configFieldsGroupId": null }, { "fieldId": 6, "label": "Sales Price", "dbAttribute": "sales_price", "inputType": "amount", "isRequired": true, "isCustomField": false, "isVisible": true, "color": "#EC7063", "sortOrder": 4, "configFieldsGroupId": null }, { "fieldId": 8, "label": "Margin (%)", "dbAttribute": "margin", "inputType": "number", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#3498DB", "sortOrder": 5, "configFieldsGroupId": null }, { "fieldId": 12, "label": "Category", "dbAttribute": "category_id", "inputType": "dropdown", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#F1C40F", "sortOrder": 6, "configFieldsGroupId": null }, { "fieldId": 13, "label": "Sub Category", "dbAttribute": "sub_category_id", "inputType": "dropdown", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#3498DB", "sortOrder": 7, "configFieldsGroupId": null }, { "fieldId": 16, "label": "Is Active", "dbAttribute": "is_active", "inputType": "switch", "isRequired": true, "isCustomField": false, "isVisible": true, "color": "#2ECC71", "sortOrder": 8, "configFieldsGroupId": null }, { "fieldId": 30, "label": "Tags", "dbAttribute": "tags", "inputType": "tags", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#808B96", "sortOrder": 9, "configFieldsGroupId": null }, { "fieldId": 42, "label": "Created Date", "dbAttribute": "created_at", "inputType": "date", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#2ECC71", "sortOrder": 10, "configFieldsGroupId": null }, { "fieldId": 43, "label": "Updated Date", "dbAttribute": "updated_at", "inputType": "date", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#000000", "sortOrder": 11, "configFieldsGroupId": null }, { "fieldId": 44, "label": "Created By", "dbAttribute": "created_by", "inputType": "text", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#000000", "sortOrder": 12, "configFieldsGroupId": null }, { "fieldId": 45, "label": "Updated By", "dbAttribute": "updated_by", "inputType": "text", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#000000", "sortOrder": 13, "configFieldsGroupId": null }, { "fieldId": 17, "label": "Enable Auto PO", "dbAttribute": "auto_po", "inputType": "switch", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 14, "configFieldsGroupId": null }, { "fieldId": 7, "label": "Map Price", "dbAttribute": "map_price", "inputType": "amount", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 15, "configFieldsGroupId": null }, { "fieldId": 3, "label": "Measure Of Unit", "dbAttribute": "measure_of_unit_id", "inputType": "dropdown", "isRequired": false, "isCustomField": false, "isVisible": true, "color": "#000000", "sortOrder": 16, "configFieldsGroupId": null }, { "fieldId": 27, "label": "Obsolete", "dbAttribute": "is_obsolete", "inputType": "switch", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 17, "configFieldsGroupId": null }, { "fieldId": 15, "label": "Preferred Vendor", "dbAttribute": "vendor_id", "inputType": "dropdown", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 18, "configFieldsGroupId": null }, { "fieldId": 31, "label": "Charge Tax", "dbAttribute": "is_taxable", "inputType": "switch", "isRequired": true, "isCustomField": false, "isVisible": false, "color": "#f31212", "sortOrder": 19, "configFieldsGroupId": null }, { "fieldId": 9, "label": "Markup (%)", "dbAttribute": "markup", "inputType": "number", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 20, "configFieldsGroupId": null }, { "fieldId": 28, "label": "Product Number", "dbAttribute": "product_number", "inputType": "text", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 21, "configFieldsGroupId": null }, { "fieldId": 14, "label": "Brand", "dbAttribute": "brand", "inputType": "text", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 22, "configFieldsGroupId": null }, { "fieldId": 10, "label": "Income Account", "dbAttribute": "income_account_id", "inputType": "dropdown", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 23, "configFieldsGroupId": null }, { "fieldId": 29, "label": "Model Number", "dbAttribute": "model_number", "inputType": "text", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#000000", "sortOrder": 24, "configFieldsGroupId": null }, { "fieldId": 11, "label": "Expense Account", "dbAttribute": "expense_account_id", "inputType": "dropdown", "isRequired": false, "isCustomField": false, "isVisible": false, "color": "#ca82de", "sortOrder": 25, "configFieldsGroupId": null } ] }
DELETE Delete Fields Group
{{base_url}}/master/config/delete-fields-group

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id" :109 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Fields group deleted successfully" }

Filter

GET Filter
{{base_url}}/master/config/app-filters-for-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "app_id":6 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "App filters fetched successfully", "data": [ { "label": "Title", "filterType": "search", "isDefaultFilterable": null, "dbAttribute": "title", "operators": [ "LIKE" ] }, { "label": "Description", "filterType": "search", "isDefaultFilterable": null, "dbAttribute": "description", "operators": [ "LIKE" ] }, { "label": "Income Account", "filterType": "select", "isDefaultFilterable": null, "dbAttribute": "income_account_id", "operators": [ "=" ], "options": [ { "id": 1, "accountNumber": "40000", "accountName": "Goods Sold 2" }, { "id": 2, "accountNumber": "40000", "accountName": "Goods Sold" }, { "id": 3, "accountNumber": "4000", "accountName": "Income" } ] }, { "label": "Expense Account", "filterType": "select", "isDefaultFilterable": null, "dbAttribute": "expense_account_id", "operators": [ "=" ], "options": [ { "id": 4, "accountNumber": "5000", "accountName": "Cost Of Goods Sold" } ] }, { "label": "Category", "filterType": "select", "isDefaultFilterable": 1, "dbAttribute": "category_id", "operators": [ "=" ], "options": [ { "id": 1, "title": "AHU", "subcategories": [ { "id": 2, "title": "AHU Sub" }, { "id": 1, "title": "AHU-2" } ] }, { "id": 2, "title": "Furnace", "subcategories": [ { "id": 3, "title": "96%" } ] }, { "id": 3, "title": "new cat 1", "subcategories": [ { "id": 4, "title": "new subcat1" } ] } ] }, { "label": "Sub Category", "filterType": "select", "isDefaultFilterable": 1, "dbAttribute": "sub_category_id", "operators": [ "=" ], "options": [ { "id": 1, "title": "AHU", "subcategories": [ { "id": 2, "title": "AHU Sub" }, { "id": 1, "title": "AHU-2" } ] }, { "id": 2, "title": "Furnace", "subcategories": [ { "id": 3, "title": "96%" } ] }, { "id": 3, "title": "new cat 1", "subcategories": [ { "id": 4, "title": "new subcat1" } ] } ] }, { "label": "Brand", "filterType": "search", "isDefaultFilterable": null, "dbAttribute": "brand", "operators": [ "LIKE" ] }, { "label": "Is Active", "filterType": "select", "isDefaultFilterable": 1, "dbAttribute": "is_active", "operators": [ "=" ], "options": { "0": "Inactive", "1": "Active", "": "All" } } ] }
GET All Apps
{{base_url}}/master/config/all-apps

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Master app details fetched successfully", "data": [ { "id": 1, "appCode": "contact", "name": "Contacts" }, { "id": 2, "appCode": null, "name": "Teams" }, { "id": 3, "appCode": "product", "name": "Product" }, { "id": 4, "appCode": null, "name": "Task" }, { "id": 5, "appCode": null, "name": "Projects" }, { "id": 6, "appCode": null, "name": "Estimate" }, { "id": 7, "appCode": null, "name": "Invoices" }, { "id": 8, "appCode": null, "name": "EmailAgent" }, { "id": 9, "appCode": null, "name": "ReportAgent" }, { "id": 10, "appCode": "service", "name": "Service" }, { "id": 11, "appCode": "company", "name": "Company" }, { "id": 12, "appCode": null, "name": "Address" } ] }

Contacts

POST Create Contact
{{base_url}}/master/contact/create-contact

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "contact_type" : "contact", //accepts => contact or company "first_name" : "Somnath", "last_name" : "Ghosh", "display_name" : "Somnath Ghosh", "company_name" : "", //optional, "email" : "[email protected]", "phone_country_code" : "+91", "phone_number" : "9876543210", "tags": ["Contact"], //optional "owner" : null, //optional, will be team member id "job_name" : "some job", //optional "lifecycle_stage_id" : "15", "status": null, //optional "is_active" : true, "time_zone" : "" //optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Contact created successfully", "data": { "id": 20000000007, "contactType": "contact", "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneCountryCode": "+91", "phoneNumber": "9876543210", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 25, "status": null, "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": null, "vendorId": null, "supplierId": null, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-18T03:39:19.000000Z", "updatedAt": "2025-09-18T03:39:19.000000Z", "deletedAt": null } }
GET All Contacts
{{base_url}}/master/contact/contact-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "contact_type": "contact", "take": 100, "page": 1, "filter": { "search": "" // "advance": [ // { // "db_attribute": "created_at", // "operator": "BETWEEN", // "value": ["2025-08-01","2025-09-12"] // } // { // "db_attribute": "cost_price", // "operator": ">", // "value": 120 // } // ] } }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Contacts fetched successfully", "data": [ { "id": 20000000007, "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 25, "status": null, "isActive": true, "timeZone": null, "customerId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdDate": "18/09/2025", "updatedDate": "18/09/2025", "updatedHuman": "", "lifecycleStage": { "id": 25, "value": "Sales Qualified Lead", "label": "Sales Qualified Lead" } }, { "id": 20000000006, "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": true, "timeZone": null, "customerId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdDate": "18/09/2025", "updatedDate": "18/09/2025", "updatedHuman": "", "lifecycleStage": { "id": 10, "value": "new unit", "label": "new unit" } }, { "id": 20000000005, "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": true, "timeZone": null, "customerId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdDate": "18/09/2025", "updatedDate": "18/09/2025", "updatedHuman": "", "lifecycleStage": { "id": 10, "value": "new unit", "label": "new unit" } }, { "id": 20000000004, "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": true, "timeZone": null, "customerId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdDate": "18/09/2025", "updatedDate": "18/09/2025", "updatedHuman": "", "lifecycleStage": { "id": 10, "value": "new unit", "label": "new unit" } }, { "id": 20000000003, "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": true, "timeZone": null, "customerId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdDate": "18/09/2025", "updatedDate": "18/09/2025", "updatedHuman": "", "lifecycleStage": { "id": 10, "value": "new unit", "label": "new unit" } }, { "id": 20000000002, "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "tags": [ "Contact" ], "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": true, "timeZone": null, "customerId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdDate": "18/09/2025", "updatedDate": "18/09/2025", "updatedHuman": "", "lifecycleStage": { "id": 10, "value": "new unit", "label": "new unit" } }, { "id": 20000000001, "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "tags": [ "Contact" ], "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": true, "timeZone": null, "customerId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdDate": "18/09/2025", "updatedDate": "18/09/2025", "updatedHuman": "", "lifecycleStage": { "id": 10, "value": "new unit", "label": "new unit" } } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 100, "total": 7, "from": 1, "to": 7 } }
GET Contact Details
{{base_url}}/master/contact/contact-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "id": 20000000001 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Contact fetched successfully", "data": { "id": 20000000006, "contactType": "contact", "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneCountryCode": "+91", "phoneNumber": "9876543210", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": null, "vendorId": null, "supplierId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-09-18T03:08:10.000000Z", "updatedAt": "2025-09-18T03:08:10.000000Z", "deletedAt": null, "createdDate": "18/09/2025 08:38:10", "updatedDate": "18/09/2025 08:38:10", "updatedHuman": "1 hour ago" } }
PUT Update Contact
{{base_url}}/master/contact/update-contact

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "contact_type" : "contact", //accepts => contact or company "id" : 20000000001, "first_name" : "Somnath", "last_name" : "Ghosh", "display_name" : "Somnath Ghosh", "company_name" : "", //optional, "email" : "[email protected]", "phone_country_code" : "+91", "phone_number" : "9876543210", "tags": ["Contact"], //optional "owner" : null, //optional, will be team member id "job_name" : "some job", //optional "lifecycle_stage_id" : "16", "status": null, //optional "is_active" : true, "time_zone" : "" //optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Contact updated successfully", "data": { "id": 20000000007, "contactType": "contact", "firstName": "Somnath", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneCountryCode": "+91", "phoneNumber": "9876543210", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 26, "status": null, "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": null, "vendorId": null, "supplierId": null, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-18T03:39:19.000000Z", "updatedAt": "2025-09-18T04:45:26.000000Z", "deletedAt": null } }
DELETE Delete Contact
{{base_url}}/master/contact/delete-contact

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id" : 20000000007 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Contact deleted successfully", "data": true }
POST Quick Update
{{base_url}}/master/contact/quick-update-contact

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id":20000000004, "db_attribute" : "first_name", "value": "ABC" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Value saved successfully", "data": { "id": 20000000004, "contactType": "contact", "firstName": "ABC", "lastName": "Ghosh", "companyName": null, "displayName": "Somnath Ghosh", "email": "[email protected]", "phoneCountryCode": "+91", "phoneNumber": "9876543210", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": null, "vendorId": null, "supplierId": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-09-18T03:01:57.000000Z", "updatedAt": "2025-09-19T09:11:24.000000Z", "deletedAt": null, "createdDate": "18/09/2025 08:31:57", "updatedDate": "19/09/2025 14:41:24", "updatedHuman": "3 seconds ago" } }
POST Clone Contact
{{base_url}}/master/contact/clone-contact

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id":20000000004 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Contact cloned successfully", "data": { "contactType": "contact", "firstName": "ABC (Copy)", "lastName": "Ghosh (Copy)", "companyName": " (Copy)", "displayName": "Somnath Ghosh (Copy)", "email": "[email protected]", "phoneCountryCode": "+91", "phoneNumber": "9876543210", "tags": "[\"Contact\"]", "owner": null, "jobName": "some job", "lifecycleStageId": 10, "status": null, "isActive": false, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": null, "vendorId": null, "supplierId": null, "createdBy": 10000000010, "updatedBy": 10000000010, "deletedAt": null, "updatedAt": "2025-09-19T09:14:49.000000Z", "createdAt": "2025-09-19T09:14:49.000000Z", "id": 20000000008 } }

Customers

GET Customer List
{{base_url}}/master/customer/customer-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Customers fetched successfully", "data": [ { "id": 20000000008, "firstName": "ABC (Copy)", "lastName": "Company", "companyName": ".", "displayName": "ABC (Copy) Company", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "tags": [], "owner": "30000000010", "jobName": null, "lifecycleStageId": 28, "status": "33", "isActive": true, "timeZone": null, "customerId": 200000000080111, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdDate": "September 23, 2025", "updatedDate": "September 23, 2025", "updatedHuman": "", "lifecycleStage": { "id": 28, "value": "Customer", "label": "Customer" } } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 15, "total": 1, "from": 1, "to": 1 } }
GET Customer Details
{{base_url}}/master/customer/customer-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "id" : 30000000003 // customer_id }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Customer fetched successfully", "data": { "id": 30000000003, "contactId": 20000000005, "customNumber": "CUST-25-0003", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "customerTypeId": null, "customerClassId": null, "defaultWarehouseId": null, "defaultPaymentTerms": null, "defaultPaymentMethod": null, "tags": [ "aaa", "bbb", "hhh" ], "maxCreditLimit": null, "pipelineId": null, "pipelineStageId": null, "onboardedBy": 10000000010, "profileImage": null, "notes": "hi this is note", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-09-23T10:57:41.000000Z", "updatedAt": "2025-09-24T13:37:42.000000Z", "deletedAt": null, "firstName": "Somnath", "lastName": "Ghosh2", "companyName": null, "displayName": "Somnath Ghosh2", "createdDate": "September 23, 2025 16:27:41", "updatedDate": "September 24, 2025 19:07:42", "updatedHuman": "1 hour ago" } }
PUT Customer Update
{{base_url}}/master/customer/update-customer

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id" : 30000000003, "contact_id" : 20000000005, "custom_number" : "CUST-25-0003", "first_name" : "Somnath", "last_name" : "Ghosh2", "display_name" : "Somnath Ghosh2", "company_name" : "", //optional, "email" : "[email protected]", "phone_country_code" : "+91", "phone_number" : "9876543210", "tags": ["Customer","test"], //optional "onboarded_by" : 10000000010, // will be team member id "customer_type_id":null, //optional "customer_class_id":null, //optional "default_warehouse_id" :null, //optional "default_payment_terms" : null, //optional "default_payment_method" : null, //optional "pipeline_id" : null, //optional "pipeline_stage_id" : null, //optional "notes" : "hi this is note", //optional "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Customer updated successfully", "data": { "id": 30000000003, "contactId": 20000000005, "customNumber": "CUST-25-0003", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "customerTypeId": null, "customerClassId": null, "defaultWarehouseId": null, "defaultPaymentTerms": null, "defaultPaymentMethod": null, "tags": "[\"Customer\",\"test\"]", "maxCreditLimit": null, "pipelineId": null, "pipelineStageId": null, "onboardedBy": 10000000010, "profileImage": null, "notes": "hi this is note", "createdBy": "10000000010", "updatedBy": "10000000010", "isActive": true, "createdAt": "2025-09-23T10:57:41.000000Z", "updatedAt": "2025-09-25T01:16:07.000000Z", "deletedAt": null } }
POST Quick Update Customer
{{base_url}}/master/customer/quick-update-customer

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id":30000000002, "db_attribute" : "email", "value": "[email protected]" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Field updated successfully", "data": { "id": 30000000002, "contactId": 20000000006, "customNumber": null, "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+1", "customerTypeId": "40", "customerClassId": "47", "defaultWarehouseId": null, "defaultPaymentTerms": "48", "defaultPaymentMethod": "53", "tags": "[\"rrr\",\"hhhh\"]", "maxCreditLimit": 4000, "pipelineId": null, "pipelineStageId": null, "onboardedBy": 30000000010, "profileImage": null, "notes": "hello this is customer", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-09-23T10:32:30.000000Z", "updatedAt": "2025-09-26T05:33:49.000000Z", "deletedAt": null, "firstName": "ABC", "lastName": "Ghosh", "companyName": "Somnath Company", "displayName": "Somnath Ghosh", "createdDate": "September 23, 2025 16:02:30", "updatedDate": "September 26, 2025 11:03:49", "updatedHuman": "9 minutes ago" } }
GET Customer Dropdown
{{base_url}}/master/customer/customer-dropdowns

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "search" : "", //-------required when need to get details of a selected customer------ "id" : 20000000012, //optional "details" : true //optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Customers fetched successfully", "data": [ { "id": 20000000012, "displayName": "Ghosh Somnath", "email": "[email protected]" }, { "id": 20000000011, "displayName": "Ghosh Somnath", "email": "[email protected]" }, { "id": 20000000010, "displayName": "Mamon Ghosh", "email": "[email protected]" }, { "id": 20000000009, "displayName": "xyz abc", "email": "[email protected]" }, { "id": 20000000008, "displayName": "ABC (Copy) Company", "email": "[email protected]" }, { "id": 20000000006, "displayName": "Somnath Ghosh", "email": "[email protected]" }, { "id": 20000000005, "displayName": "Somnath Ghosh2", "email": "[email protected]" } ] }

Vendors

GET Vendor List
{{base_url}}/master/vendor/vendor-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "filter":{ // "search" : "abc" // } }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Vendors fetched successfully", "data": [ { "id": 20000000009, "firstName": "xyz", "lastName": "abc", "companyName": null, "displayName": "xyz abc", "email": "[email protected]", "phoneNumber": "123456789", "phoneCountryCode": null, "tags": null, "isActive": true, "vendorId": 40000000001, "registrationNumber": null, "licenseNumber": null, "defaultPaymentTerms": null, "defaultPaymentMethod": null, "pipelineId": null, "pipelineStageId": null, "isAutoPo": 0, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-09-24T07:22:04.000000Z", "updatedAt": "2025-09-24T07:22:04.000000Z", "createdDate": "September 24, 2025", "updatedDate": "September 24, 2025", "updatedHuman": "6 minutes ago", "owner": { "id": null, "name": "System", "email": "[email protected]" }, "lifecycleStage": null } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 15, "total": 1, "from": 1, "to": 1 } }
GET Vendor Details
{{base_url}}/master/vendor/vendor-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "id" : 40000000001 //vendor_id }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Vendor fetched successfully", "data": { "id": 40000000001, "contactId": 20000000009, "customNumber": null, "email": "[email protected]", "phoneNumber": "123456789", "phoneCountryCode": null, "registrationNumber": null, "licenseNumber": null, "defaultPaymentTerms": null, "defaultPaymentMethod": null, "tags": null, "pipelineId": null, "pipelineStageId": null, "profileImage": null, "isActive": true, "isAutoPo": 0, "notes": null, "createdBy": 1, "updatedBy": 1, "createdAt": "2025-09-24T07:22:04.000000Z", "updatedAt": "2025-09-24T07:22:04.000000Z", "deletedAt": null, "firstName": "xyz", "lastName": "abc", "companyName": null, "displayName": "xyz abc", "createdDate": "September 24, 2025 12:52:04", "updatedDate": "September 24, 2025 12:52:04", "updatedHuman": "7 hours ago" } }
PUT Vendor Update
{{base_url}}/master/vendor/update-vendor

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id" : 40000000001, "contact_id" : 20000000005, "custom_number" : "VEN-25-0003", "first_name" : "Somnath", "last_name" : "Ghosh2", "display_name" : "Somnath Ghosh2", "company_name" : "", //optional, "email" : "[email protected]", "phone_country_code" : "+91", "phone_number" : "9876543210", "tags": ["Vendor","test"], //optional "default_payment_terms" : null, //optional "default_payment_method" : null, //optional "pipeline_id" : null, //optional "pipeline_stage_id" : null, //optional "notes" : "hi this is note", //optional "is_active" : true , "is_auto_po" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Vendor updated successfully", "data": { "id": 40000000001, "contactId": 20000000005, "customNumber": "VEN-25-0003", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "registrationNumber": null, "licenseNumber": null, "defaultPaymentTerms": null, "defaultPaymentMethod": null, "tags": "[\"Vendor\",\"test\"]", "pipelineId": null, "pipelineStageId": null, "profileImage": null, "isActive": true, "isAutoPo": 1, "notes": "hi this is note", "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2025-09-24T07:22:04.000000Z", "updatedAt": "2025-09-25T01:04:05.000000Z", "deletedAt": null } }
POST Quick Update Vendor
{{base_url}}/master/vendor/quick-update-vendor

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id":40000000001, "db_attribute" : "email", "value": "[email protected]" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Field updated successfully", "data": { "id": 40000000001, "contactId": 20000000005, "customNumber": "VEN-25-0003", "email": "[email protected]", "phoneNumber": "9876543210", "phoneCountryCode": "+91", "registrationNumber": null, "licenseNumber": null, "defaultPaymentTerms": null, "defaultPaymentMethod": null, "tags": [], "pipelineId": null, "pipelineStageId": null, "profileImage": null, "isActive": true, "isAutoPo": true, "notes": "hi this is note", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-09-24T07:22:04.000000Z", "updatedAt": "2025-09-26T05:38:23.000000Z", "deletedAt": null, "firstName": "Somnath", "lastName": "Ghosh2", "companyName": "Test Company (production)", "displayName": "Somnath Ghosh2", "createdDate": "September 24, 2025 12:52:04", "updatedDate": "September 26, 2025 11:08:23", "updatedHuman": "4 minutes ago" } }
GET Vendor Dropdown
{{base_url}}/master/vendor/vendor-dropdowns

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}} // "details":true, // "id" : 20000000010 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Vendors fetched successfully", "data": { "id": 20000000010, "contactId": 20000000010, "vendorId": 40000000002, "displayName": "Mamon Ghosh", "email": "[email protected]", "phoneNumber": "10909090909", "phoneCountryCode": null, "tags": "[\"hhhh\",\"yyyyy\"]", "registrationNumber": "ssss", "licenseNumber": "jjj9999", "addresses": [] } }

System Finder

GET System Finder options
{{base_url}}/systemfinder/get-options

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "System finder options fetched successfully", "data": [ { "systemtype": "Split System (SEER2) - Gas Heating 15.3 SEER", "configs": [ { "config": "Horizontal Flow", "tonnages": [ "1.5", "2", "2.5", "3", "3.5", "4", "5" ] }, { "config": "Up Flow", "tonnages": [ "1.5", "2", "2.5", "3", "3.5", "4", "5" ] } ] }, { "systemtype": "Heat Pump Split System (SEER2) - Modular & Single Piece 15.3 SEER", "configs": [ { "config": "Modular & Single Piece", "tonnages": [ "1.5", "2", "2.5", "3", "3.5", "4", "5" ] }, { "config": "Horizontal Flow", "tonnages": [ "5" ] } ] }, { "systemtype": "Gas/Electric Package Unit-SEER2 15.3 SEER", "configs": [ { "config": "Mullti-Position", "tonnages": [ "2", "2.5", "3", "3.5", "4", "5" ] } ] }, { "systemtype": "Heat Pump Package Unit-SEER2 15.3 SEER", "configs": [ { "config": "Horizontal Flow", "tonnages": [ "2", "2.5", "3", "3.5", "4", "5" ] } ] }, { "systemtype": "Complete Furnace,Condenser & Coil System (Gas Split System) 14.3 SEER", "configs": [ { "config": "Horizontal Flow", "tonnages": [ "1.5", "2", "2.5", "3", "3.5", "4", "5" ] }, { "config": "Up Flow", "tonnages": [ "1.5", "2", "2.5", "3", "3.5", "4", "5" ] } ] }, { "systemtype": "Complete Heat Pump System 14.3 SEER", "configs": [ { "config": "N/A", "tonnages": [ "1.5", "2", "2.5", "3", "3.5", "4", "5" ] } ] }, { "systemtype": "Straight Cool System 14.3 SEER", "configs": [ { "config": "N/A", "tonnages": [ "1.5", "2", "2.5", "3", "3.5", "4", "5" ] } ] }, { "systemtype": "Package Gas System", "configs": [ { "config": "Multi Position", "tonnages": [ "2", "2.5", "3", "3.5", "4", "5" ] } ] }, { "systemtype": "Package Electric Heat Pump System", "configs": [ { "config": "Horizontal Flow", "tonnages": [ "2", "2.5", "3", "3.5", "4", "5" ] } ] }, { "systemtype": "Package Electric Cooling ONLY System", "configs": [ { "config": "Horizontal Flow", "tonnages": [ "2", "2.5", "3", "3.5", "4", "5" ] } ] } ] }
GET Get Matchup Products
{{base_url}}/systemfinder/get-matchup-products

Headers

Name Value
Accept application/json

Request Body

{ "company_id" :{{company_id}}, "user_id" : {{user_id}}, "system_type" : "Split System (SEER2) - Gas Heating 15.3 SEER", "config" : "Horizontal Flow", "tonnage" : "1.5" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Matchup products fetched successfully", "data": [ { "header": "1.5 Ton - SEER2-N4 Single Stage - 80% ECM - Single Stage", "products": [ { "id": 93252, "ahriNumber": "208791156", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS4BA1810", "skuOld": "GSXN401810", "costPrice": 1600, "contractCost": 0, "salesPrice": 1627.17 }, "outdoorModelRevision": "GLXS4BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822A3", "furnaceModelRevision": "GR9S800403AN", "blowerModelRevision": null, "fit": null, "seer": "14.5", "eer": "11.7", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "14", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "14", "extTxv": "no", "furnaceBtu": "040", "blowerType": null, "description": "1.5 Ton - SEER2-N4 Single Stage - 80% ECM - Single Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:26.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXN401810", "coilModelRevisionOld": "CHPTA1822A4", "furnaceModelRevisionOld": "GM9S800403AN", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GR9S800403AN", "skuOld": "GM9S800403AN" }, "coilModel": { "sku": "CHPTA1822A3", "skuOld": "CHPTA1822A4" }, "blowerModel": { "sku": null, "skuOld": "" } }, { "id": 93253, "ahriNumber": "208791168", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS4BA1810", "skuOld": "GSXN401810", "costPrice": 1600, "contractCost": 0, "salesPrice": 1627.17 }, "outdoorModelRevision": "GLXS4BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822A3", "furnaceModelRevision": "GR9S960603BN", "blowerModelRevision": null, "fit": null, "seer": "14.5", "eer": "11.7", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "14", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "17.5", "extTxv": "no", "furnaceBtu": "060", "blowerType": null, "description": "1.5 Ton - SEER2-N4 Single Stage - 80% ECM - Single Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:26.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXN401810", "coilModelRevisionOld": "CHPTA1822A4", "furnaceModelRevisionOld": "GM9S960603BN", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GR9S960603BN", "skuOld": "GM9S960603BN" }, "coilModel": { "sku": "CHPTA1822A3", "skuOld": "CHPTA1822A4" }, "blowerModel": { "sku": null, "skuOld": "" } }, { "id": 93254, "ahriNumber": "208791187", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS4BA1810", "skuOld": "GSXN401810", "costPrice": 1600, "contractCost": 0, "salesPrice": 1627.17 }, "outdoorModelRevision": "GLXS4BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822B3", "furnaceModelRevision": "GR9S960803BN", "blowerModelRevision": null, "fit": null, "seer": "14.5", "eer": "11.7", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "14", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "17.5", "extTxv": "no", "furnaceBtu": "080", "blowerType": null, "description": "1.5 Ton - SEER2-N4 Single Stage - 80% ECM - Single Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:26.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXN401810", "coilModelRevisionOld": "CHPTA1822B4", "furnaceModelRevisionOld": "GM9S960803BN", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GR9S960803BN", "skuOld": "GM9S960803BN", "costPrice": 500, "contractCost": 0, "salesPrice": 600 }, "coilModel": { "sku": "CHPTA1822B3", "skuOld": "CHPTA1822B4", "costPrice": 100, "contractCost": 0, "salesPrice": 300 }, "blowerModel": { "sku": null, "skuOld": "" } } ], "skus": [ "GLXS4BA1810", "CHPTA1822B3", "GR9S960803BN", "no" ] }, { "header": "1.5 Ton - SEER2-N4 Single Stage - 80% ECM - Two Stage", "products": [ { "id": 93255, "ahriNumber": "208791110", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS4BA1810", "skuOld": "GSXN401810", "costPrice": 1600, "contractCost": 0, "salesPrice": 1627.17 }, "outdoorModelRevision": "GLXS4BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822A3", "furnaceModelRevision": "GR9T800603AN", "blowerModelRevision": null, "fit": null, "seer": "14.5", "eer": "11.7", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "14", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "14", "extTxv": "no", "furnaceBtu": "060", "blowerType": null, "description": "1.5 Ton - 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96% ECM - Two Stage", "products": [ { "id": 93291, "ahriNumber": "208142766", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS5BA1810", "skuOld": "GSXH501810" }, "outdoorModelRevision": "GLXS5BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822A3", "furnaceModelRevision": "GM9C960303AN", "blowerModelRevision": null, "fit": null, "seer": "14.5", "eer": "12", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "14", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "14", "extTxv": "no", "furnaceBtu": "030", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% ECM - Two Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXH501810", "coilModelRevisionOld": "CHPTA1822A4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GM9C960303AN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822A3", "skuOld": "CHPTA1822A4" }, "blowerModel": { "sku": null, "skuOld": "" } }, { "id": 93292, "ahriNumber": "208142767", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS5BA1810", "skuOld": "GSXH501810" }, "outdoorModelRevision": "GLXS5BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822A3", "furnaceModelRevision": "GM9C960403AN", "blowerModelRevision": null, "fit": null, "seer": "14.5", "eer": "12", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "14", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "14", "extTxv": "no", "furnaceBtu": "040", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% ECM - Two Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXH501810", "coilModelRevisionOld": "CHPTA1822A4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GM9C960403AN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822A3", "skuOld": "CHPTA1822A4" }, "blowerModel": { "sku": null, "skuOld": "" } }, { "id": 93293, "ahriNumber": "208142768", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS5BA1810", "skuOld": "GSXH501810" }, "outdoorModelRevision": "GLXS5BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822A3", "furnaceModelRevision": "GM9C960603AN", "blowerModelRevision": null, "fit": null, "seer": "14.5", "eer": "12", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "14", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "14", "extTxv": "no", "furnaceBtu": "060", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% ECM - Two Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXH501810", "coilModelRevisionOld": "CHPTA1822A4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GM9C960603AN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822A3", "skuOld": "CHPTA1822A4" }, "blowerModel": { "sku": null, "skuOld": "" } }, { "id": 93294, "ahriNumber": "208142769", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS5BA1810", "skuOld": "GSXH501810" }, "outdoorModelRevision": "GLXS5BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822B3", "furnaceModelRevision": "GM9C960603BN", "blowerModelRevision": null, "fit": null, "seer": "15.2", "eer": "12.5", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "15", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "17.5", "extTxv": "no", "furnaceBtu": "060", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% ECM - Two Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXH501810", "coilModelRevisionOld": "CHPTA1822B4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GM9C960603BN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822B3", "skuOld": "CHPTA1822B4", "costPrice": 100, "contractCost": 0, "salesPrice": 300 }, "blowerModel": { "sku": null, "skuOld": "" } } ], "skus": [ "GLXS5BA1810", "CHPTA1822B3", "GM9C960603BN", "no" ] }, { "header": "1.5 Ton - SEER2-H5 Single Stage - 96% VS - Two Stage", "products": [ { "id": 93295, "ahriNumber": "208142743", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": " GVXC200481", "skuOld": "" }, "outdoorModelRevision": " GVXC200481", "coilModelNumber": null, "coilModelRevision": "CHPTA1822B3", "furnaceModelRevision": "GMVC960403BN", "blowerModelRevision": null, "fit": null, "seer": "15.2", "eer": "12.5", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "15", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "17.5", "extTxv": "no", "furnaceBtu": "040", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% VS - Two Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "", "coilModelRevisionOld": "CHPTA1822B4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GMVC960403BN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822B3", "skuOld": "CHPTA1822B4", "costPrice": 100, "contractCost": 0, "salesPrice": 300 }, "blowerModel": { "sku": null, "skuOld": "" } }, { "id": 93296, "ahriNumber": "208142744", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS5BA1810", "skuOld": "GSXH501810" }, "outdoorModelRevision": "GLXS5BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822B3", "furnaceModelRevision": "GMVC960603BN", "blowerModelRevision": null, "fit": null, "seer": "15.2", "eer": "12.5", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "15", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "17.5", "extTxv": "no", "furnaceBtu": "060", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% VS - Two Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXH501810", "coilModelRevisionOld": "CHPTA1822B4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GMVC960603BN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822B3", "skuOld": "CHPTA1822B4", "costPrice": 100, "contractCost": 0, "salesPrice": 300 }, "blowerModel": { "sku": null, "skuOld": "" } }, { "id": 93297, "ahriNumber": "208142745", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS5BA1810", "skuOld": "GSXH501810" }, "outdoorModelRevision": "GLXS5BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822B3", "furnaceModelRevision": "GMVC960803BN", "blowerModelRevision": null, "fit": null, "seer": "15.2", "eer": "12.5", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "15", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "17.5", "extTxv": "no", "furnaceBtu": "080", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% VS - Two Stage", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXH501810", "coilModelRevisionOld": "CHPTA1822B4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GMVC960803BN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822B3", "skuOld": "CHPTA1822B4", "costPrice": 100, "contractCost": 0, "salesPrice": 300 }, "blowerModel": { "sku": null, "skuOld": "" } } ], "skus": [ "GLXS5BA1810", "CHPTA1822B3", "GMVC960803BN", "no" ] }, { "header": "1.5 Ton - SEER2-H5 Single Stage - 96% VS - Modulating", "products": [ { "id": 93298, "ahriNumber": "208142746", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS5BA1810", "skuOld": "GSXH501810" }, "outdoorModelRevision": "GLXS5BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822B3", "furnaceModelRevision": "GMVM970603BN", "blowerModelRevision": null, "fit": null, "seer": "15.2", "eer": "12.5", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "15", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "17.5", "extTxv": "no", "furnaceBtu": "060", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% VS - Modulating", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXH501810", "coilModelRevisionOld": "CHPTA1822B4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GMVM970603BN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822B3", "skuOld": "CHPTA1822B4", "costPrice": 100, "contractCost": 0, "salesPrice": 300 }, "blowerModel": { "sku": null, "skuOld": "" } }, { "id": 93299, "ahriNumber": "208142747", "version": "seer2", "tonnage": "1.5", "outdoorModel": { "sku": "GLXS5BA1810", "skuOld": "GSXH501810" }, "outdoorModelRevision": "GLXS5BA1810", "coilModelNumber": null, "coilModelRevision": "CHPTA1822B3", "furnaceModelRevision": "GMVM970803BN", "blowerModelRevision": null, "fit": null, "seer": "15.2", "eer": "12.5", "cooling": null, "txvPiston": null, "hsk": null, "hspf": null, "orificeSize": null, "indoorCoilAirQty": null, "highCop": null, "hsvtc": null, "modelStatus": "Active", "region": null, "highHeat": null, "afue": null, "lowHeat": null, "lowCop": null, "systemType": "AC/Coil & Furnace", "systemTypeSeer2": "Split System (SEER2) - Gas Heating 15.3 SEER", "condSeer": "15", "stage": "SINGLE STAGE", "indoorUnit": "Furnace", "indoorType": "V", "config": "Horizontal Flow", "cabinetWidth": "17.5", "extTxv": "no", "furnaceBtu": "080", "blowerType": null, "description": "1.5 Ton - SEER2-H5 Single Stage - 96% VS - Modulating", "file": null, "createdAt": "2022-12-30T04:05:34.000000Z", "updatedAt": "2022-12-30T04:06:28.000000Z", "deletedAt": null, "executed": "1", "outdoorModelRevisionOld": "GSXH501810", "coilModelRevisionOld": "CHPTA1822B4", "furnaceModelRevisionOld": "", "blowerModelRevisionOld": "", "totals": 0, "furnaceModel": { "sku": "GMVM970803BN", "skuOld": "" }, "coilModel": { "sku": "CHPTA1822B3", "skuOld": "CHPTA1822B4", "costPrice": 100, "contractCost": 0, "salesPrice": 300 }, "blowerModel": { "sku": null, "skuOld": "" } } ], "skus": [ "GLXS5BA1810", "CHPTA1822B3", "GMVM970803BN", "no" ] } ] }

Vendor Accounts

GET list
{{base_url}}/vendor-accounts/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "search": "Macon", // "account_type": "motili", // "is_active": true, // "is_default": false, // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "asc", // "sort_by": "title" }

Authentication

Bearer Token
GET show
{{base_url}}/vendor-accounts/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 // "with_trashed": false }

Authentication

Bearer Token
GET dropdown
{{base_url}}/vendor-accounts/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "is_active": true, "account_type": "motili" // "search":"Macon", // "limit" : 10, // "with_ids": [1,2] }

Authentication

Bearer Token
POST store
{{base_url}}/vendor-accounts/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, // "id" : 1, //only use for update "vendor_id": 40000000001, "account_type": "motili", // required when create new "account_name": "Macon", // required when create new "is_default": false, "environment": "live", //[stage,live] "access_token": "your-access-token-here", "is_active": true }

Authentication

Bearer Token
POST clone
{{base_url}}/vendor-accounts/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/vendor-accounts/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
POST restore
{{base_url}}/vendor-accounts/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
DELETE force-delete
{{base_url}}/vendor-accounts/force-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
GET is-enabled
{{base_url}}/vendor-accounts/is-enabled

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "account_type": "motili" }

Authentication

Bearer Token
GET Vendor Dropdown
{{base_url}}/master/vendor/vendor-dropdowns

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "details": true, "id": 20000000010 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Vendors fetched successfully", "data": { "id": 20000000010, "contactId": 20000000010, "vendorId": 40000000002, "displayName": "Mamon Ghosh", "email": "[email protected]", "phoneNumber": "10909090909", "phoneCountryCode": null, "tags": "[\"hhhh\",\"yyyyy\"]", "registrationNumber": "ssss", "licenseNumber": "jjj9999", "addresses": [] } }

Excel Import Export

Branches

POST Export
{{base_url}}/excel/export/teams

Headers

Name Value
Accept application/json

Request Body

{ "department_id":3, "company_id":{{company_id}}, "user_id":{{user_id}}, "branch_id":1, //null "name": "Quality Assurance", "description": "Software testing and quality assurance", "parent_department_id": null, "department_head_id":4, //null "is_active": true }

Authentication

Bearer Token
POST Import
{{base_url}}/excel/branches/import

Headers

Name Value
Accept application/json

Authentication

Bearer Token

Products

GET Template
{{base_url}}/excel/products/template

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token
POST Import
{{base_url}}/excel/products/import

Headers

Name Value
Accept application/json

Request Body (Form Data)

Name Value
company_id {{company_id}}
user_id {{user_id}}
file

Authentication

Bearer Token
POST Export
{{base_url}}/excel/products/export

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id": {{user_id}} // "filters": { // not required for all export // "category_id": 1, // "sub_category_id": 1, // "type": "product", // "is_active": true, // "is_taxable": true, // "columns": ["id", "title", "type", "cost_price", "sales_price", "category_name", "is_active"] // } }

Authentication

Bearer Token

MCP TEST

POST tools list
{{base_url}}/mcp

Headers

Name Value
Accept application/json

Request Body

{ "jsonrpc": "2.0", "method": "tools/list", "id":"req-001", // null or unique id asynchronous call "params":{ // not need //"search": "team", //not need //"category": "HR Management", //not need //"limit": 10 //not need } }

Authentication

Bearer Token
POST tools call
{{base_url}}/mcp

Headers

Name Value
Accept application/json

Request Body

{ "jsonrpc": "2.0", "method": "tools/call", "id":"req-001", // null or unique id asynchronous call "params":{ "name":"get_addresses", "arguments":{ "company_id" : {{company_id}}, "user_id" : {{user_id}} } } }

Authentication

Bearer Token
POST direct call any method
{{base_url}}/mcp

Headers

Name Value
Accept application/json

Request Body

{ // only manual call, "jsonrpc": "2.0", "method": "get_company_details", "id": "req-001", "params": { "company_id": {{company_id}}, "user_id": {{user_id}} } }

Authentication

Bearer Token
POST initialize
{{base_url}}/mcp

Headers

Name Value
Accept application/json

Request Body

{ "jsonrpc": "2.0", "method": "initialize", "id":"req-001", // null or unique id asynchronous call "params":{} }

Authentication

Bearer Token
POST ping
{{base_url}}/mcp

Headers

Name Value
Accept application/json

Request Body

{ "jsonrpc": "2.0", "method": "ping", "id":"req-001" // null or unique id asynchronous call }

Authentication

Bearer Token
POST mcp-clear-cache
{{base_url}}/mcp/clear-cache

Headers

Name Value
Accept application/json

Request Body

{ "jsonrpc": "2.0", "method": "ping", "id":"req-001" // null or unique id asynchronous call }

Authentication

Bearer Token

Helpers

GET country-codes
{{base_url}}/helper/country-codes

Headers

Name Value
Accept application/json
GET timezones
{{base_url}}/helper/timezones

Headers

Name Value
Accept application/json
GET currencies
{{base_url}}/helper/currencies

Headers

Name Value
Accept application/json

websocket_test

GET get ably token
{{base_url}}/ably/token

Headers

Name Value
Accept application/json

Authentication

Bearer Token
POST public-event
{{base_url}}/public-event

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "channelName": "my-first-channel", "message": "Hello from Postman" }
POST heartbeat
{{base_url}}/broadcast/heartbeat

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

// { // "pageKey": "dashboard" // } { "pageKey": "customers.list?page=2", "status": "available", "meta": { "device": "macos", "appVersion": "1.0.0" } }

Authentication

Bearer Token
POST status
{{base_url}}/broadcast/status

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "ok": true, "status": "busy" // available }

Authentication

Bearer Token
POST kick-user
{{base_url}}/broadcast/kick-user

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "userId": 42, "companyId": 10 }

Authentication

Bearer Token
POST Send-Global-Notification
{{base_url}}/global-notification

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "title":"Hello!", "message":"how are you?", "level":"info", "url":"https://www.google.com" }
GET online-users
{{base_url}}/broadcast/online-users

Headers

Name Value
Accept application/json
Content-Type application/json

Authentication

Bearer Token
GET page-presence
{{base_url}}/broadcast/page-presence?pageKey=dashboard

Headers

Name Value
Accept application/json
Content-Type application/json

Query Parameters

Name Value
pageKey dashboard

Authentication

Bearer Token
GET company-presence
{{base_url}}/broadcast/company-presence?companyId=10

Headers

Name Value
Accept application/json
Content-Type application/json

Query Parameters

Name Value
companyId 10

Authentication

Bearer Token
GET redis-stats
{{base_url}}/broadcast/redis-stats

Headers

Name Value
Accept application/json
Content-Type application/json

Authentication

Bearer Token
POST broadcast-demo
http://ably_laravel.test/api/broadcast-demo

Headers

Name Value
Accept application/json

Request Body

{ "message": "how are you?" }
GET intro

Modules

Notes

POST Create Notes
{{base_url}}/modules/create-notes

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "title" : "Test Note", "notes" : "This is a note", "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Note created successfully", "data": { "objectName": "contact", "objectId": 20000000012, "appId": 1, "title": "Test Note", "notes": "This is a note", "isActive": true, "updatedAt": "2025-10-06T10:49:46.000000Z", "createdAt": "2025-10-06T10:49:46.000000Z", "id": 1 } }
PUT Update Notes
{{base_url}}/modules/update-notes

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "id": 1, "title" : "Test Note", "notes" : "This is a note", "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Note updated successfully", "data": { "objectName": "contact", "objectId": 20000000012, "appId": 1, "title": "Test Note", "notes": "This is a note", "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-06T12:09:15.000000Z", "createdAt": "2025-10-06T12:09:15.000000Z", "id": 2 } }
GET Notes List
{{base_url}}/modules/get-notes

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Notes fetched successfully", "data": [ { "id": 1, "objectName": "contact", "objectId": "20000000012", "appId": 1, "title": "Test Note", "notes": "This is a note", "isActive": 1, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-10-06T12:08:50.000000Z", "updatedAt": "2025-10-06T12:08:50.000000Z", "deletedAt": null, "createdDate": "October 06, 2025", "updatedDate": "October 06, 2025", "updatedHuman": "5 minutes ago" }, { "id": 2, "objectName": "contact", "objectId": "20000000012", "appId": 1, "title": "Test Note", "notes": "This is a note", "isActive": 1, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-10-06T12:09:15.000000Z", "updatedAt": "2025-10-06T12:09:15.000000Z", "deletedAt": null, "createdDate": "October 06, 2025", "updatedDate": "October 06, 2025", "updatedHuman": "4 minutes ago" } ] }
DELETE Delete Note
{{base_url}}/modules/delete-notes

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Note deleted successfully", "data": true }

Calls

POST Create Call
{{base_url}}/modules/create-calls

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "call_date" : "2025-10-10", "outcome" : "Call Later", "description" : "call Later" //optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Call created successfully", "data": { "objectName": "contact", "objectId": 20000000012, "appId": 1, "callDate": "2025-10-10", "outcome": "Call Later", "description": "call Later", "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-07T06:17:54.000000Z", "createdAt": "2025-10-07T06:17:54.000000Z", "id": 1 } }
PUT Update Call
{{base_url}}/modules/update-calls

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "id" : 1, "call_date" : "2025-10-11", "outcome" : "Call Later2", "description" : "call Later" //optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Call updated successfully", "data": { "objectName": "contact", "objectId": 20000000012, "appId": 1, "callDate": "2025-10-11", "outcome": "Call Later2", "description": "call Later", "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-07T06:20:10.000000Z", "createdAt": "2025-10-07T06:20:10.000000Z", "id": 2 } }
GET Call List
{{base_url}}/modules/get-calls

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Calls fetched successfully", "data": [ { "id": 1, "objectName": "contact", "objectId": "20000000012", "appId": 1, "callDate": "2025-10-11", "outcome": "Call Later2", "description": "call Later", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-10-07T06:17:54.000000Z", "updatedAt": "2025-10-07T06:35:33.000000Z", "deletedAt": null, "createdDate": "October 07, 2025", "updatedDate": "October 07, 2025", "updatedHuman": "2 minutes ago" }, { "id": 2, "objectName": "contact", "objectId": "20000000012", "appId": 1, "callDate": "2025-10-11", "outcome": "Call Later2", "description": "call Later", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-10-07T06:20:10.000000Z", "updatedAt": "2025-10-07T06:20:10.000000Z", "deletedAt": null, "createdDate": "October 07, 2025", "updatedDate": "October 07, 2025", "updatedHuman": "17 minutes ago" } ] }
DELETE Delete Call
{{base_url}}/modules/delete-calls

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Call deleted successfully", "data": true }

Activities

POST Create Activity
{{base_url}}/modules/create-activities

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "title" : "A New Activity", "activity_type" : "meeting", "description" : "meeting agenda", //optional "from_date" : "2025-10-01", "to_date" : "2025-10-10", "owner_id" : 10000000009, "assign_to" : 10000000009 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Activity created successfully", "data": { "objectName": "contact", "objectId": 20000000012, "appId": 1, "title": "A New Activity", "activityType": "meeting", "fromDate": "2025-10-01", "toDate": "2025-10-10", "ownerId": 10000000009, "assignTo": 10000000009, "description": "meeting agenda", "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-08T01:24:21.000000Z", "createdAt": "2025-10-08T01:24:21.000000Z", "id": 1 } }
PUT Update Activities
{{base_url}}/modules/update-activities

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "id" : 1, "title" : "A New Activity2", "activity_type" : "meeting", "description" : "meeting agenda", //optional "from_date" : "2025-10-01", "to_date" : "2025-10-10", "owner_id" : 10000000009, "assign_to" : 10000000009 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Activity updated successfully", "data": { "id": 1, "objectName": "contact", "objectId": "20000000012", "appId": 1, "title": "A New Activity2", "activityType": "meeting", "fromDate": "2025-10-01", "toDate": "2025-10-10", "ownerId": 10000000009, "assignTo": 10000000009, "description": "meeting agenda", "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2025-10-08T01:24:21.000000Z", "updatedAt": "2025-10-08T01:25:49.000000Z", "deletedAt": null } }
GET Activity List
{{base_url}}/modules/get-activities

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Activities fetched successfully", "data": [ { "id": 1, "objectName": "contact", "objectId": "20000000012", "appId": 1, "title": "A New Activity2", "activityType": "meeting", "fromDate": "2025-10-01", "toDate": "2025-10-10", "ownerId": { "id": 10000000009, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=u&color=7F9CF5&background=EBF4FF" }, "assignTo": { "id": 10000000009, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=u&color=7F9CF5&background=EBF4FF" }, "description": "meeting agenda", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-10-08T01:24:21.000000Z", "updatedAt": "2025-10-08T01:25:49.000000Z", "deletedAt": null, "createdDate": "October 08, 2025", "updatedDate": "October 08, 2025", "updatedHuman": "1 minute ago" } ] }
DELETE Delete Activities
{{base_url}}/modules/delete-activities

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_name": "contact", "object_id" : 20000000012, "app_id" : 1, "id" : 1 }

Authentication

Bearer Token

Pipelines

POST Create Pipeline
{{base_url}}/modules/create-pipelines

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "name" : "Customer Accusition", "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipeline created successfully", "data": { "name": "Customer Accusition", "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-09T05:15:29.000000Z", "createdAt": "2025-10-09T05:15:29.000000Z", "id": 2 } }
PUT Update Pipeline
{{base_url}}/modules/update-pipelines

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id":2, "name" : "Customer Accusition2", "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipeline updated successfully", "data": { "id": 2, "name": "Customer Accusition2", "color": null, "isActive": 1, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-10-09T05:15:29.000000Z", "updatedAt": "2025-10-09T05:16:59.000000Z", "deletedAt": null } }
GET Get Pipelines
{{base_url}}/modules/get-pipelines

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "with_stages":false }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipelines fetched successfully", "data": [ { "id": 1, "name": "Sales Pipeline", "color": "#4CAF50", "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:51.000000Z", "updatedAt": "2025-10-09T05:12:51.000000Z", "deletedAt": null }, { "id": 2, "name": "Customer Accusition2", "color": null, "isActive": 1, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-10-09T05:15:29.000000Z", "updatedAt": "2025-10-09T05:16:59.000000Z", "deletedAt": null } ] }
DELETE Delete Pipeline
{{base_url}}/modules/delete-pipelines

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id" :2 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipeline deleted successfully", "data": true }
POST Create Pipeline Stages
{{base_url}}/modules/create-pipeline-stages

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "pipeline_id" : 2, "name" : "Call Scheduled", "color" : null, "win_probability" : 10, "sort_order" : 1, "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipeline stage created successfully", "data": { "pipelineId": 2, "name": "Call Scheduled", "winProbability": 10, "color": null, "sortOrder": 1, "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-09T05:22:15.000000Z", "createdAt": "2025-10-09T05:22:15.000000Z", "id": 6 } }
PUT Update Pipeline Stages
{{base_url}}/modules/update-pipeline-stages

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "id":6, "pipeline_id" :2, "name" : "Call Scheduled onboard", "color" : null, "win_probability" : 15, "sort_order" : 1, "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipeline stage updated successfully", "data": { "id": 6, "pipelineId": 2, "name": "Call Scheduled onboard", "winProbability": "15", "color": null, "sortOrder": 1, "isActive": 1, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-10-09T05:22:15.000000Z", "updatedAt": "2025-10-09T05:24:50.000000Z", "deletedAt": null } }
GET Get Pipeline Stages
{{base_url}}/modules/get-pipeline-stages

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "pipeline_id":1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipeline stages fetched successfully", "data": [ { "id": 1, "pipelineId": 1, "name": "Appointment Scheduled", "winProbability": "20", "color": "#2196F3", "sortOrder": 1, "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:52.000000Z", "updatedAt": "2025-10-09T05:12:52.000000Z", "deletedAt": null }, { "id": 2, "pipelineId": 1, "name": "Customer Qualified to Buy", "winProbability": "40", "color": "#FF9800", "sortOrder": 2, "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:52.000000Z", "updatedAt": "2025-10-09T05:12:52.000000Z", "deletedAt": null }, { "id": 3, "pipelineId": 1, "name": "Presentation Scheduled", "winProbability": "60", "color": "#9C27B0", "sortOrder": 3, "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:52.000000Z", "updatedAt": "2025-10-09T05:12:52.000000Z", "deletedAt": null }, { "id": 4, "pipelineId": 1, "name": "Discussion Maker Brought-in", "winProbability": "80", "color": "#F44336", "sortOrder": 4, "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:52.000000Z", "updatedAt": "2025-10-09T05:12:52.000000Z", "deletedAt": null }, { "id": 5, "pipelineId": 1, "name": "Estimate/ Sales Proposal Sent", "winProbability": "100", "color": "#4CAF50", "sortOrder": 5, "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:52.000000Z", "updatedAt": "2025-10-09T05:12:52.000000Z", "deletedAt": null } ] }
POST Pipeline Stage Bulk Action
{{base_url}}/modules/pipeline-stages-bulk-action

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "pipeline_id" :2, "stages" : [ { "id":6, "name" : "Call Scheduled onboard", "color" : null, "win_probability" : 15, "sort_order" : 1, "is_active" : true }, { "name" : "Appointment Scheduled", "color" : null, "win_probability" : 25, "sort_order" : 2, "is_active" : true } ] }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipeline stages bulk action successfully", "data": true }
DELETE Delete Pipeline stage
{{base_url}}/modules/delete-pipeline-stages

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "pipeline_id" : 1, "id" :2 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Pipeline stage deleted successfully", "data": true }

Work Flow

GET initial-data
{{base_url}}/workflow/initial-data

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} }

Authentication

Bearer Token
GET list
{{base_url}}/workflow/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, //"workflow_type": "release", //"status": "active", "per_page": 15 }

Authentication

Bearer Token
GET by-object
{{base_url}}/workflow/by-object

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 20, "role": "parent", "workflow_type": "convert", "status": "active", "per_page": 15 }

Authentication

Bearer Token
GET release-qty
{{base_url}}/workflow/release-qty

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 20 }

Authentication

Bearer Token
POST object-tree
{{base_url}}/workflow/object-tree

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 20, "app_name" : "estimate" }

Authentication

Bearer Token
POST link-existing-nodes
{{base_url}}/workflow/link-existing-nodes

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "parent_object_id": 1, "parent_app_name": "job", "child_object_id": 20, "child_app_name": "estimate", "workflow_type": "convert", //OPTIONAL "reason": "Converting job to estimate" //OPTIONAL // "settings": { //optional // "copy_item_ids": [1, 2, 3], // "custom_number" : "#1234", // "status_id" : "99", // "issue_date" : "2025-01-01", // "due_date" : "2025-01-01" // } } // { // "companyId" : {{company_id}}, // "userId": {{user_id}}, // "parent_object_id": 1000001, // "parent_app_name": "project", // "child_object_id": 1, // "child_app_name": "job", // "workflow_type": "convert", //OPTIONAL // "reason": "Converting project to job" //OPTIONAL // // "settings": { //optional // // "copy_item_ids": [1, 2, 3], // // "custom_number" : "#1234", // // "status_id" : "99", // // "issue_date" : "2025-01-01", // // "due_date" : "2025-01-01" // // } // }

Authentication

Bearer Token
DELETE unlink-existing-nodes
{{base_url}}/workflow/unlink-existing-nodes

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "parent_object_id": 1, "parent_app_name": "job", "child_object_id": 20, "child_app_name": "estimate", "workflow_type": "convert", //OPTIONAL "reason": "Converting job to estimate" //OPTIONAL // "settings": { //optional // "copy_item_ids": [1, 2, 3], // "custom_number" : "#1234", // "status_id" : "99", // "issue_date" : "2025-01-01", // "due_date" : "2025-01-01" // } } // { // "companyId" : {{company_id}}, // "userId": {{user_id}}, // "parent_object_id": 1000001, // "parent_app_name": "project", // "child_object_id": 1, // "child_app_name": "job", // "workflow_type": "convert", //OPTIONAL // "reason": "Converting project to job" //OPTIONAL // // "settings": { //optional // // "copy_item_ids": [1, 2, 3], // // "custom_number" : "#1234", // // "status_id" : "99", // // "issue_date" : "2025-01-01", // // "due_date" : "2025-01-01" // // } // }

Authentication

Bearer Token
PUT update
{{base_url}}/workflow/update

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "workflow_id": 70000000006, "status": "completed", //active,completed,cancelled "notes": "Workflow completed successfully" // "conversion_settings": { // "updated_at": "2024-01-15 10:30:00" // } }

Authentication

Bearer Token
POST cancel
{{base_url}}/workflow/cancel

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "workflow_id": 70000000005, "notes": "not working " }

Authentication

Bearer Token
POST create-new-node
{{base_url}}/workflow/create-new-node

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "parent_object_id": 20, "parent_app_name": "estimate", "workflow_type": "release", // convert, copy, release "child_app_name": "estimate", "reason": "Converting estimate to estimate", // optional "settings": { // optional "copy_item_ids": [ {"id": 82000000007, "qty": 1}, {"id": 82000000008, "qty": 1} ] //use only when release order (estimate to estimate with full details and few section and items) // "custom_number" : "#1234", // if user want to give some specific name // "status_id" : "99", // first check child_app_name name and based on get status list for dropdown // "issue_date" : "2025-01-01", // if want to provide // "due_date" : "2025-01-01" // if want to provide } }

Authentication

Bearer Token

Terms And Conditions

GET list
{{base_url}}/terms-and-conditions/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "search": "Net 30", // "is_active": true, // "is_default": false, // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "asc", // "sort_by": "title" }

Authentication

Bearer Token
GET show
{{base_url}}/terms-and-conditions/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 // "with_trashed": false }

Authentication

Bearer Token
GET dropdown
{{base_url}}/terms-and-conditions/dropdown

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "is_active": true }

Authentication

Bearer Token
POST store
{{base_url}}/terms-and-conditions/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, // "id" : 1, //only use for update "title": "Net 30 Terms", //* title or label "value": "<p>Payment due in 30 days.</p>", //* long string store(HTML,XML) "is_active": true, //* allowes active "is_default": true //* use for default }

Authentication

Bearer Token
POST clone
{{base_url}}/terms-and-conditions/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/terms-and-conditions/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
POST restore
{{base_url}}/terms-and-conditions/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
DELETE force-delete
{{base_url}}/terms-and-conditions/force-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token

Event Boards

GET Get Event Boards
{{base_url}}/modules/get-event-boards

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event boards fetched successfully", "data": [ { "id": 1, "boardName": "Event Board", "boardDescription": "Event board for all events", "boardColor": "#000000", "isActive": true, "isDefault": true, "sortOrder": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-12-16T05:03:14.000000Z", "updatedAt": "2025-12-16T05:03:14.000000Z", "deletedAt": null } ] }
POST Create Board
{{base_url}}/modules/create-event-boards

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "board_name" : "Priority Board", "board_description": "Priority Board", //Optional "board_color" : "#001155", //Optional "is_active" : true, "sort_order": 2 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event board created successfully", "data": { "boardName": "Priority Board", "boardColor": "#001155", "isActive": true, "sortOrder": 2, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-12-16T11:09:24.000000Z", "createdAt": "2025-12-16T11:09:24.000000Z", "id": 10001 } }
PUT New Request
{{base_url}}/modules/update-event-boards

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "id" : 10001, "board_name" : "Priority Board 2", "board_description": "Priority Board", //Optional "board_color" : "#001155", //Optional "is_active" : true, "sort_order": 2 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event board updated successfully", "data": { "id": 10001, "boardName": "Priority Board 2", "boardDescription": "Priority Board", "boardColor": "#001155", "isActive": true, "isDefault": true, "sortOrder": 2, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2025-12-16T11:09:24.000000Z", "updatedAt": "2025-12-16T11:12:13.000000Z", "deletedAt": null } }
DELETE Delete Board
{{base_url}}/modules/delete-event-boards

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "id" : 10001 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event board deleted successfully", "data": true }
POST Add Items To Board
{{base_url}}/modules/create-event-board-items

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "event_board_id" : 1, "object_name" : "deal", "object_id" : 6, "from_date" : "2025-12-20", "to_date" : "2025-12-31", "sort_order": 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event board item created successfully", "data": { "eventBoardId": 1, "objectName": "deal", "objectId": 6, "fromDate": "2025-12-20T00:00:00.000000Z", "toDate": "2025-12-31T00:00:00.000000Z", "sortOrder": 1, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-12-17T01:27:26.000000Z", "createdAt": "2025-12-17T01:27:26.000000Z", "id": 100001 } }
GET Get Event Board Items
{{base_url}}/modules/get-event-board-items

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "event_board_id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event board items fetched successfully", "data": [ { "id": 100001, "eventBoardId": 1, "appId": null, "objectName": "deal", "objectId": "6", "fromDate": "2025-12-20T00:00:00.000000Z", "toDate": "2025-12-31T00:00:00.000000Z", "sortOrder": 1, "isCompleted": false, "itemColor": null, "completedAt": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-12-17T01:27:26.000000Z", "updatedAt": "2025-12-17T01:27:26.000000Z", "deletedAt": null, "objectDetails": { "objectName": "deal", "objectId": 6, "appId": null, "customNumber": "D-006", "title": "Teast Deal", "customerName": "ABC (Copy) Company", "customerEmail": "[email protected]", "customerPhone": "9876543210", "customerAddress": null, "jobName": null, "validUntil": null, "amount": null, "status": { "statusId": "1", "statusName": "Won", "colorCode": "#28a745" } }, "fromDateShow": "December 20, 2025", "toDateShow": "December 31, 2025", "createdDate": "December 17, 2025", "updatedDate": "December 17, 2025", "updatedHuman": "15 seconds ago" } ] }
PUT Update Event Board Items
{{base_url}}/modules/update-event-board-items

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "id": 100001, // Event item id "event_board_id" : 1, "object_name" : "deal", "object_id" : 6, "from_date" : "2025-12-21", "to_date" : "2025-12-31", "sort_order": 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event board item updated successfully", "data": { "id": 100001, "eventBoardId": 1, "appId": null, "objectName": "deal", "objectId": "6", "fromDate": "2025-12-21T00:00:00.000000Z", "toDate": "2025-12-31T00:00:00.000000Z", "sortOrder": 1, "isCompleted": false, "itemColor": null, "completedAt": null, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2025-12-17T01:27:26.000000Z", "updatedAt": "2025-12-17T01:32:22.000000Z", "deletedAt": null } }
POST Complete Board Item
{{base_url}}/modules/complete-event-board-items

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "id" : 100001 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event board item completed successfully", "data": true }
DELETE Delete Event Board Item
{{base_url}}/modules/delete-event-board-items

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "id" : 100001 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Event board item deleted successfully", "data": true }

Global Search

GET Global Search
{{base_url}}/modules/global-search

Headers

Name Value
Accept application/json

Request Body

{ "company_id": {{company_id}}, "user_id" : {{user_id}}, "search" : "mamon" // "object_name": "customer/contact/estimate/..." //Optional for specific object search }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Search successful", "data": [ { "id": 30000000004, "type": "customer", "name": "Mamon Ghosh", "customNumber": null, "status": null, "contactId": 20000000010, "contact": { "id": 20000000010, "name": "Mamon Ghosh", "email": "[email protected]", "phone": "10909090909" }, "url": "/customers/30000000004" } ] }

Transactions

Deals

POST Create deal
{{base_url}}/transaction/deal/create-deals

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "title" : "A new Deal", "deal_amount" : 500, "deal_type" : null, //OPTIONAL "deal_source" : null, //OPTIONAL "priority" : null, //OPTIONAL "close_date" : "2025-10-31", "tags": [], //OPTIONAL "pipeline_id" : 1, "pipeline_stage_id" : 2, "deal_owner" : {{user_id}}, "contact_id" : 20000000010, "address_id" : null }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Deal created successfully", "data": { "title": "A new Deal", "dealAmount": 500, "dealType": null, "priority": null, "dealSource": null, "tags": [], "contactId": 20000000010, "addressId": null, "pipelineId": 1, "pipelineStageId": 2, "dealOwner": 10000000010, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-10T08:12:57.000000Z", "createdAt": "2025-10-10T08:12:57.000000Z", "id": 1 } }
PUT Update Deal
{{base_url}}/transaction/deal/update-deals

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1, "title" : "A new Deal", "deal_amount" : 900, "deal_type" : null, //OPTIONAL "deal_source" : null, //OPTIONAL "priority" : null, //OPTIONAL "close_date" : "2025-10-31", "tags": [], //OPTIONAL "pipeline_id" : 1, "pipeline_stage_id" : 2, "deal_owner" : {{user_id}}, "contact_id" : 20000000010, "address_id" : null }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Deal updated successfully", "data": { "title": "A new Deal", "dealAmount": 900, "dealType": null, "priority": null, "dealSource": null, "tags": [], "contactId": 20000000010, "addressId": null, "pipelineId": 1, "pipelineStageId": 2, "dealOwner": 10000000010, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-10T08:14:47.000000Z", "createdAt": "2025-10-10T08:14:47.000000Z", "id": 2 } }
GET Deal List
{{base_url}}/transaction/deal/get-deals

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Deals fetched successfully", "data": [ { "id": 2, "customNumber": null, "title": "A new Deal", "dealAmount": "900", "dealType": null, "priority": null, "dealSource": null, "tags": [], "closeDate": null, "pipelineId": 1, "pipelineStageId": 2, "contactId": 20000000010, "addressId": null, "dealOwner": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "status": null, "createdAt": "2025-10-10T08:14:47.000000Z", "updatedAt": "2025-10-10T08:14:47.000000Z", "deletedAt": null, "createdDate": "October 10, 2025", "updatedDate": "October 10, 2025", "updatedHuman": "18 minutes ago", "contact": { "id": 20000000010, "displayName": "Mamon Ghosh" }, "pipeline": { "id": 1, "name": "Sales Pipeline" }, "pipelineStage": null }, { "id": 1, "customNumber": null, "title": "A new Deal", "dealAmount": "500", "dealType": null, "priority": null, "dealSource": null, "tags": [], "closeDate": null, "pipelineId": 1, "pipelineStageId": 2, "contactId": 20000000010, "addressId": null, "dealOwner": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "status": null, "createdAt": "2025-10-10T08:12:57.000000Z", "updatedAt": "2025-10-10T08:12:57.000000Z", "deletedAt": null, "createdDate": "October 10, 2025", "updatedDate": "October 10, 2025", "updatedHuman": "19 minutes ago", "contact": { "id": 20000000010, "displayName": "Mamon Ghosh" }, "pipeline": { "id": 1, "name": "Sales Pipeline" }, "pipelineStage": null } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 10, "total": 2, "from": 1, "to": 2 } }
GET Deal Details
{{base_url}}/transaction/deal/get-deal-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Deal details fetched successfully", "data": { "id": 1, "customNumber": null, "title": "A new Deal", "dealAmount": "500", "dealType": null, "priority": null, "dealSource": null, "tags": [], "closeDate": null, "pipelineId": 1, "pipelineStageId": 2, "contactId": 20000000010, "addressId": null, "dealOwner": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "status": null, "createdAt": "2025-10-10T08:12:57.000000Z", "updatedAt": "2025-10-10T08:12:57.000000Z", "deletedAt": null, "contact": { "id": 20000000010, "customNumber": null, "contactType": "contact", "firstName": "Mamon", "lastName": "Ghosh", "companyName": "Bengal Refrigeration Company", "displayName": "Mamon Ghosh", "email": "[email protected]", "phoneCountryCode": null, "phoneNumber": "10909090909", "tags": [], "owner": "30000000010", "jobName": null, "lifecycleStageId": 29, "status": "32", "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": 30000000004, "vendorId": 40000000002, "supplierId": null, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-25T10:14:26.000000Z", "updatedAt": "2025-09-26T07:42:31.000000Z", "deletedAt": null }, "pipeline": { "id": 1, "name": "Sales Pipeline", "color": "#4CAF50", "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:51.000000Z", "updatedAt": "2025-10-09T05:12:51.000000Z", "deletedAt": null }, "pipelineStage": null, "createdDate": "October 10, 2025", "updatedDate": "October 10, 2025", "updatedHuman": "25 minutes ago" } }
POST Change Deal Stage
{{base_url}}/transaction/deal/change-deal-stage

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1, "pipeline_id" : 1, "pipeline_stage_id" : 3 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Deal stage changed successfully", "data": { "id": 1, "customNumber": null, "title": "A new Deal", "dealAmount": "500", "dealType": null, "priority": null, "dealSource": null, "tags": [], "closeDate": null, "pipelineId": 1, "pipelineStageId": 3, "contactId": 20000000010, "addressId": null, "dealOwner": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "status": "1", "createdAt": "2025-10-10T08:12:57.000000Z", "updatedAt": "2025-10-10T11:29:10.000000Z", "deletedAt": null, "contact": { "id": 20000000010, "customNumber": null, "contactType": "contact", "firstName": "Mamon", "lastName": "Ghosh", "companyName": "Bengal Refrigeration Company", "displayName": "Mamon Ghosh", "email": "[email protected]", "phoneCountryCode": null, "phoneNumber": "10909090909", "tags": [], "owner": "30000000010", "jobName": null, "lifecycleStageId": 29, "status": "32", "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": 30000000004, "vendorId": 40000000002, "supplierId": null, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-25T10:14:26.000000Z", "updatedAt": "2025-09-26T07:42:31.000000Z", "deletedAt": null }, "pipeline": { "id": 1, "name": "Sales Pipeline", "color": "#4CAF50", "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:51.000000Z", "updatedAt": "2025-10-09T05:12:51.000000Z", "deletedAt": null }, "pipelineStage": { "id": 3, "pipelineId": 1, "name": "Presentation Scheduled", "winProbability": "60", "color": "#9C27B0", "sortOrder": 3, "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:52.000000Z", "updatedAt": "2025-10-09T05:12:52.000000Z", "deletedAt": null }, "createdDate": "October 10, 2025", "updatedDate": "October 10, 2025", "updatedHuman": "4 seconds ago" } }
POST Change Deal Status
{{base_url}}/transaction/deal/change-deal-status

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id":2, "status" : 3, "won_lost_reason_id" : 1, "won_lost_reason_description" : "test" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Deal status changed successfully", "data": { "id": 2, "customNumber": null, "title": "A new Deal", "dealAmount": "900", "dealType": null, "priority": null, "dealSource": null, "tags": [], "closeDate": "October 13, 2025", "pipelineId": 1, "pipelineStageId": 2, "contactId": 20000000010, "addressId": null, "dealOwner": "10000000010", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "status": "3", "wonLostReasonId": "1", "wonLostReasonDescription": "test", "createdAt": "2025-10-10T08:14:47.000000Z", "updatedAt": "2025-10-13T06:12:42.000000Z", "deletedAt": null, "contact": { "id": 20000000010, "customNumber": null, "contactType": "contact", "firstName": "Mamon", "lastName": "Ghosh", "companyName": "Bengal Refrigeration Company", "displayName": "Mamon Ghosh", "email": "[email protected]", "phoneCountryCode": null, "phoneNumber": "10909090909", "tags": [], "owner": "30000000010", "jobName": null, "lifecycleStageId": 29, "status": "32", "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": 30000000004, "vendorId": 40000000002, "supplierId": null, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-25T10:14:26.000000Z", "updatedAt": "2025-09-26T07:42:31.000000Z", "deletedAt": null }, "pipeline": { "id": 1, "name": "Sales Pipeline", "color": "#4CAF50", "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:51.000000Z", "updatedAt": "2025-10-09T05:12:51.000000Z", "deletedAt": null }, "pipelineStage": null, "statusDetails": { "id": "3", "value": "Won" }, "createdDate": "October 10, 2025", "updatedDate": "October 13, 2025", "updatedHuman": "3 seconds ago", "dealOwnerDetails": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "dealTypeValue": { "id": null, "value": null, "label": null }, "priorityValue": { "id": null, "value": null, "label": null }, "dealSourceValue": { "id": null, "value": null, "label": null }, "allStatus": { "1": "Open", "2": "In Progress", "3": "Won", "4": "Lost" } } }
POST Quick Update
{{base_url}}/transaction/deal/quick-update-deal

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id":6, "db_attribute" : "custom_number", "value" : "D-006" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Deal updated successfully", "data": { "id": 6, "customNumber": "D-006", "title": "Teast Deal", "dealAmount": "500", "dealType": "59", "priority": "61", "dealSource": "63", "tags": [ "ee", "gggg", "ooo" ], "closeDate": "October 23, 2025", "pipelineId": 1, "pipelineStageId": 5, "contactId": 20000000008, "addressId": 3, "dealOwner": "30000000010", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "status": "1", "wonLostReasonId": null, "wonLostReasonDescription": null, "createdAt": "2025-10-10T13:35:30.000000Z", "updatedAt": "2025-10-13T06:22:51.000000Z", "deletedAt": null, "contact": { "id": 20000000008, "customNumber": null, "contactType": "contact", "firstName": "ABC (Copy)", "lastName": "Company", "companyName": null, "displayName": "ABC (Copy) Company", "email": "[email protected]", "phoneCountryCode": "+91", "phoneNumber": "9876543210", "tags": [], "owner": "30000000010", "jobName": null, "lifecycleStageId": 30, "status": "33", "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": 200000000080111, "vendorId": null, "supplierId": null, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-19T09:14:49.000000Z", "updatedAt": "2025-09-24T07:19:41.000000Z", "deletedAt": null }, "pipeline": { "id": 1, "name": "Sales Pipeline", "color": "#4CAF50", "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:51.000000Z", "updatedAt": "2025-10-09T05:12:51.000000Z", "deletedAt": null }, "pipelineStage": { "id": 5, "pipelineId": 1, "name": "Estimate/ Sales Proposal Sent", "winProbability": "100", "color": "#4CAF50", "sortOrder": 5, "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:52.000000Z", "updatedAt": "2025-10-09T05:12:52.000000Z", "deletedAt": null }, "statusDetails": { "id": "1", "value": "Open" }, "createdDate": "October 10, 2025", "updatedDate": "October 13, 2025", "updatedHuman": "3 seconds ago", "dealOwnerDetails": { "id": 30000000010, "name": "[email protected]", "email": "[email protected]" }, "dealTypeValue": { "id": 59, "value": "Existing Business", "label": "Existing Business" }, "priorityValue": { "id": 61, "value": "Medium", "label": "Medium" }, "dealSourceValue": { "id": 63, "value": "Website", "label": "Website" }, "allStatus": { "1": "Open", "2": "In Progress", "3": "Won", "4": "Lost" } } }

Projects

POST Create Project
{{base_url}}/transaction/project/create-projects

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "name" : "First Project", "description" : "First Project Description", //optional "project_type" : "5", //OPTIONAL "contact_id" : 20000000001, "address_id" : null, //OPTIONAL "project_manager" : null, //OPTIONAL "start_date" : "2025-10-01", "end_date": "2025-10-31", "tags" : ["tag"], //OPTIONAL "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Project created successfully", "data": { "name": "First Project", "description": "First Project Description", "projectType": "5", "contactId": 20000000010, "addressId": null, "projectManager": null, "startDate": "2025-10-01", "endDate": "2025-10-31", "tags": "[\"tag\"]", "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-14T11:34:03.000000Z", "createdAt": "2025-10-14T11:34:03.000000Z", "id": 1 } }
PUT Update Project
{{base_url}}/transaction/project/update-projects

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id":1, "name" : "First Project", "description" : "First Project Description", //optional "project_type" : "5", //OPTIONAL "contact_id" : 20000000010, "address_id" : null, //OPTIONAL "project_manager" : null, //OPTIONAL "start_date" : "2025-10-01", "end_date": "2025-10-31", "tags" : ["tag","abc"], //OPTIONAL "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Project updated successfully", "data": { "id": 1, "name": "First Project", "description": "First Project Description", "status": null, "projectType": "5", "contactId": 20000000010, "addressId": null, "projectManager": null, "startDate": "2025-10-01", "endDate": "2025-10-31", "tags": "[\"tag\",\"abc\"]", "createdBy": "10000000010", "updatedBy": "10000000010", "isActive": true, "createdAt": "2025-10-14T11:34:03.000000Z", "updatedAt": "2025-10-14T11:51:51.000000Z", "deletedAt": null } }
GET Project List
{{base_url}}/transaction/project/get-projects

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Projects fetched successfully", "data": [ { "id": 1, "name": "First Project", "description": "First Project Description", "status": null, "projectType": "5", "contactId": 20000000010, "addressId": null, "projectManager": null, "startDate": "2025-10-01", "endDate": "2025-10-31", "tags": "[\"tag\",\"abc\"]", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-10-14T11:34:03.000000Z", "updatedAt": "2025-10-14T11:51:51.000000Z", "deletedAt": null, "createdDate": "October 14, 2025", "updatedDate": "October 14, 2025", "updatedHuman": "2 minutes ago" } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 10, "total": 1, "from": 1, "to": 1 } }
GET Project Details
{{base_url}}/transaction/project/get-project-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Project details fetched successfully", "data": { "id": 1, "name": "First Project", "description": "First Project Description", "status": null, "projectType": "5", "contactId": 20000000010, "addressId": null, "projectManager": null, "startDate": "2025-10-01", "endDate": "2025-10-31", "tags": "[\"tag\",\"abc\"]", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-10-14T11:34:03.000000Z", "updatedAt": "2025-10-14T11:51:51.000000Z", "deletedAt": null, "contact": { "id": 20000000010, "customNumber": null, "contactType": "contact", "firstName": "Mamon", "lastName": "Ghosh", "companyName": "Bengal Refrigeration Company", "displayName": "Mamon Ghosh", "email": "[email protected]", "phoneCountryCode": null, "phoneNumber": "10909090909", "tags": [], "owner": "30000000010", "jobName": null, "lifecycleStageId": 29, "status": "32", "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": 30000000004, "vendorId": 40000000002, "supplierId": null, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-25T10:14:26.000000Z", "updatedAt": "2025-09-26T07:42:31.000000Z", "deletedAt": null }, "address": null, "createdDate": "October 14, 2025", "updatedDate": "October 14, 2025", "updatedHuman": "3 minutes ago" } }
DELETE Delete Project
{{base_url}}/transaction/project/delete-projects

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id":1 }

Authentication

Bearer Token
POST Clone Project
{{base_url}}/transaction/project/clone-projects

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id":1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Project cloned successfully", "data": { "id": 3, "name": "First Project (Copy)", "description": "First Project Description", "status": null, "projectType": "5", "contactId": null, "addressId": null, "projectManager": null, "startDate": null, "endDate": null, "tags": null, "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-10-14T12:03:16.000000Z", "updatedAt": "2025-10-14T12:03:16.000000Z", "deletedAt": null, "contact": null, "address": null, "createdDate": "October 14, 2025", "updatedDate": "October 14, 2025", "updatedHuman": "2 seconds ago" } }

Task

Sub Tasks

POST Create Sub task
{{base_url}}/transaction/task/create-sub-tasks

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "object_name" : null, //optional "object_id" : null, //OPTIONAL "app_id" : null, //OPTIONAL "task_id": 1001, "title" : "Sub Task 1", "description" : "sub Task description", "priority":"41", "status" : "1", "assign_to" : null, "start_date" : "2025-10-01", "end_date" : "2025-10-31", "tags":[], "is_active":true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Sub task created successfully", "data": { "taskId": 1001, "title": "Sub Task 1", "description": "sub Task description", "priority": "41", "status": "1", "assignTo": null, "startDate": "2025-10-01T00:00:00.000000Z", "endDate": "2025-10-31T00:00:00.000000Z", "tags": [], "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-16T06:29:18.000000Z", "createdAt": "2025-10-16T06:29:18.000000Z", "id": 101 } }
PUT Update Sub Task
{{base_url}}/transaction/task/update-sub-tasks

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "object_name" : null, //optional "object_id" : null, //OPTIONAL "app_id" : null, //OPTIONAL "id" : 101, "task_id": 1001, "title" : "Sub Task 2", "description" : "sub Task description", "priority":"41", "status" : "1", "assign_to" : null, "start_date" : "2025-10-01", "end_date" : "2025-10-31", "tags":[], "is_active":true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Sub task updated successfully", "data": { "id": 101, "taskId": 1001, "subTaskId": null, "title": "Sub Task 2", "description": "sub Task description", "priority": "41", "status": "1", "assignTo": null, "startDate": "2025-10-01T00:00:00.000000Z", "endDate": "2025-10-31T00:00:00.000000Z", "tags": [], "createdBy": "10000000010", "updatedBy": "10000000010", "isActive": true, "createdAt": "2025-10-16T06:29:18.000000Z", "updatedAt": "2025-10-16T06:31:13.000000Z", "deletedAt": null } }
GET Subtask list
{{base_url}}/transaction/task/get-sub-tasks

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "task_id": 1001 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Sub tasks fetched successfully", "data": [ { "id": 101, "taskId": 1001, "subTaskId": null, "title": "Sub Task 2", "description": "sub Task description", "priority": "41", "status": "1", "assignTo": 1, "startDate": "2025-10-01T00:00:00.000000Z", "endDate": "2025-10-31T00:00:00.000000Z", "tags": [], "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-10-16T06:29:18.000000Z", "updatedAt": "2025-10-16T06:31:13.000000Z", "deletedAt": null, "createdDate": "October 16, 2025", "updatedDate": "October 16, 2025", "updatedHuman": "3 minutes ago" } ] }
DELETE Delete Sub Task
{{base_url}}/transaction/task/delete-sub-tasks

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id": 101 }

Authentication

Bearer Token
POST Create Task
{{base_url}}/transaction/task/create-tasks

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "object_name" : null, //optional "object_id" : null, //OPTIONAL "app_id" : null, //OPTIONAL "title" : "Task-1", "description" : "Task description", "issue_type" :"55", "priority":"41", "status" : "1", "assign_to" : null, "start_date" : "2025-10-01", "end_date" : "2025-10-31", "tags":[], "is_active":true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Task created successfully", "data": { "title": "Task-1", "description": "Task description", "issueType": "55", "priority": "41", "status": "1", "assignTo": null, "startDate": "2025-10-01T00:00:00.000000Z", "endDate": "2025-10-31T00:00:00.000000Z", "tags": [], "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-10-16T06:05:36.000000Z", "createdAt": "2025-10-16T06:05:36.000000Z", "id": 1001 } }
PUT Update Task
{{base_url}}/transaction/task/update-tasks

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "object_name" : null, //optional "object_id" : null, //OPTIONAL "app_id" : null, //OPTIONAL "id": 1001, "title" : "Task-update", "description" : "Task description", "issue_type" :"55", "priority":"41", "status" : "1", "assign_to" : null, "start_date" : "2025-10-01", "end_date" : "2025-10-31", "tags":[], "is_active":true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Task updated successfully", "data": { "id": 1001, "objectName": null, "objectId": null, "appId": null, "customNumber": null, "title": "Task-update", "description": "Task description", "issueType": "55", "priority": "41", "status": "1", "assignTo": null, "startDate": "2025-10-01T00:00:00.000000Z", "endDate": "2025-10-31T00:00:00.000000Z", "tags": [], "createdBy": "10000000010", "updatedBy": "10000000010", "isActive": true, "createdAt": "2025-10-16T06:05:36.000000Z", "updatedAt": "2025-10-16T06:07:26.000000Z", "deletedAt": null } }
GET Task List
{{base_url}}/transaction/task/get-tasks

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "object_name" : null, //optional "object_id" : null, //OPTIONAL "app_id" : null //OPTIONAL }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Tasks fetched successfully", "data": [ { "id": 1001, "objectName": null, "objectId": null, "appId": null, "customNumber": null, "title": "Task-update", "description": "Task description", "issueType": "55", "priority": "41", "status": "1", "assignTo": 1, "startDate": "2025-10-01T00:00:00.000000Z", "endDate": "2025-10-31T00:00:00.000000Z", "tags": [], "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-10-16T06:05:36.000000Z", "updatedAt": "2025-10-16T06:07:26.000000Z", "deletedAt": null, "createdDate": "October 16, 2025", "updatedDate": "October 16, 2025", "updatedHuman": "1 minute ago" } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 10, "total": 1, "from": 1, "to": 1 } }
GET Task Details
{{base_url}}/transaction/task/get-task-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1001 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Task details fetched successfully", "data": { "id": 1001, "objectName": null, "objectId": null, "appId": null, "customNumber": null, "title": "Task-update", "description": "Task description", "issueType": "55", "priority": "41", "status": "1", "assignTo": null, "startDate": "2025-10-01T00:00:00.000000Z", "endDate": "2025-10-31T00:00:00.000000Z", "tags": [], "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-10-16T06:05:36.000000Z", "updatedAt": "2025-10-16T06:07:26.000000Z", "deletedAt": null, "subTasks": [], "assignToDetails": { "id": null, "name": "System", "email": "[email protected]" }, "createdDate": "October 16, 2025", "updatedDate": "October 16, 2025", "updatedHuman": "7 minutes ago" } }
DELETE Delete Task
{{base_url}}/transaction/task/delete-tasks

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id": 1001 }

Authentication

Bearer Token
POST Quick Update Task
{{base_url}}/transaction/task/quick-update-task

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "id" : 1003, "db_attribute": "description", "value": "new description quick update" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Task updated successfully", "data": { "id": 1003, "objectName": "project", "objectId": "1", "appId": 5, "customNumber": null, "title": "Task-1", "description": "new description quick update", "issueType": "55", "priority": "41", "status": "2", "assignTo": null, "startDate": "2025-10-01T00:00:00.000000Z", "endDate": "2025-10-31T00:00:00.000000Z", "tags": [], "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-10-16T19:36:21.000000Z", "updatedAt": "2025-12-08T07:21:34.000000Z", "deletedAt": null, "subTasks": [], "assignToDetails": { "id": null, "name": "System", "email": "[email protected]" }, "createdDate": "October 17, 2025", "updatedDate": "December 08, 2025", "updatedHuman": "0 seconds ago" } }

Master Object

Section operations

POST add-section
{{base_url}}/master-objects/sections/add

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "section_order": 0, "section_status": "active", "service_plan_section": false, "optional": false, "rejected": false, "section_cost_total": 0, "section_contract_total": 0, "section_gross_profit_percentage": 0, "section_gross_profit": 0, "section_tax_amount": 0, "section_tax_total": 0, "section_total": 38000, "section_total_final": 38000, "section_notes": "", "items": [ { "section_order": 0, "item_order": 0, "item_section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "title": "Shingle: Fortified", "variant_name": null, "description": "New Architectural Shingle Roof: Premium - Fortified GAF NATURAL SHADOW (color TBD)\n\n** Including the Following **\n\n- Remove existing shingles & felt down to the wood deck for inspection\n\n- Replace all rotted/defective decking as needed. (2) Sheets included, each additional sheet is $65\n\n- Re-nail decking with ring shank nails meeting Fortified requirements\n\n- Install Ice & Water self adhering leak barrier on entire roof deck to meet LFJP requirements.\n\n- Install Self adhered starter to perimeter to meet Fortified requirements.\n\n- Install GAF natural shadow shingles according to mfg&#039;s specifications with 6 nails per shingle\n\n- Install GAF wind rated Ridge & Hip Shingles\n\n- Install 26 ga color matched Drip Edge on perimeter to meet Fortified requirements.\n\n-Install new electrical entrance Boot.\n\n- Install all new Plumbing Boots\n\n- Install 3 new Turbines and remove existing power vents\n\n* Substitute to GAF HTZ shingles will add $1,078 for a new total of $16,385\n\n* To add ( Fortified Hail Supplement) by installing Class 4 impact Malarkey Shingles\nwill add $2442 to the price for a total of $17,749.\n\n* All necessary documentation including product proof, delivery ticket, & photographs will be submitted to Fortified Evaluator.\nShould any program deficiency be identified, Sunbelt Roofs, LLC will remedy all issues at Sunbelt Roof&#039;s expense.\n\nWarranty:\n- GAF Limited lifetime Shingle & labor Warranty\n- Sunbelt 2 yr. Labor/Workmanship Warranty", "category": "", "class_of_product": null, "agency_name": "Custom", "item_image": null, "qty": 1, "shipped_qty": 0, "return_qty": 0, "sales_price": 38000, "cost_per_item": 0, "contract_cost": 0, "freight_cost": null, "vendor_price": null, "discount": 0, "discount_percentage": 0, "no_discount_flag": false, "margin": 100, "markup": 0, "gross_profit": 38000, "gross_profit_percent": 100, "tax_rate": 0, "charge_tax": false, "sales_tax_amt": 0, "item_status": "active", "item_fulfillment_method": "", "optional": false, "rejected": false, "back_order": false, "item_return_ware_house_location_id": null, "item_return_reason": null, "credit_amount": null, "note": "", "item_serial_number_list": null, "total": 38000, "po_item_custom_number": "0", "ware_house_location_id": 0, "motili_order_number": "" } ] }

Authentication

Bearer Token
PUT update-section
{{base_url}}/master-objects/sections/update

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005, "section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "section_order": 0, "section_status": "active", "service_plan_section": false, "optional": false, "rejected": false, "section_cost_total": 0, "section_contract_total": 0, "section_gross_profit_percentage": 0, "section_gross_profit": 0, "section_tax_amount": 0, "section_tax_total": 0, "section_total": 39000, "section_total_final": 39000, "section_notes": "", "items": [ { "id": 82000000004, "section_order": 0, "item_order": 0, "item_section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "title": "Shingle: Fortified", "variant_name": null, "description": "New Architectural Shingle Roof: Premium - Fortified GAF NATURAL SHADOW (color TBD)\n\n** Including the Following **\n\n- Remove existing shingles & felt down to the wood deck for inspection\n\n- Replace all rotted/defective decking as needed. (2) Sheets included, each additional sheet is $65\n\n- Re-nail decking with ring shank nails meeting Fortified requirements\n\n- Install Ice & Water self adhering leak barrier on entire roof deck to meet LFJP requirements.\n\n- Install Self adhered starter to perimeter to meet Fortified requirements.\n\n- Install GAF natural shadow shingles according to mfg&#039;s specifications with 6 nails per shingle\n\n- Install GAF wind rated Ridge & Hip Shingles\n\n- Install 26 ga color matched Drip Edge on perimeter to meet Fortified requirements.\n\n-Install new electrical entrance Boot.\n\n- Install all new Plumbing Boots\n\n- Install 3 new Turbines and remove existing power vents\n\n* Substitute to GAF HTZ shingles will add $1,078 for a new total of $16,385\n\n* To add ( Fortified Hail Supplement) by installing Class 4 impact Malarkey Shingles\nwill add $2442 to the price for a total of $17,749.\n\n* All necessary documentation including product proof, delivery ticket, & photographs will be submitted to Fortified Evaluator.\nShould any program deficiency be identified, Sunbelt Roofs, LLC will remedy all issues at Sunbelt Roof&#039;s expense.\n\nWarranty:\n- GAF Limited lifetime Shingle & labor Warranty\n- Sunbelt 2 yr. Labor/Workmanship Warranty", "category": "", "class_of_product": null, "agency_name": "Custom", "item_image": null, "qty": 1, "shipped_qty": 0, "return_qty": 0, "sales_price": 39000, "cost_per_item": 0, "contract_cost": 0, "freight_cost": null, "vendor_price": null, "discount": 0, "discount_percentage": 0, "no_discount_flag": false, "margin": 100, "markup": 0, "gross_profit": 39000, "gross_profit_percent": 100, "tax_rate": 0, "charge_tax": false, "sales_tax_amt": 0, "item_status": "active", "item_fulfillment_method": "", "optional": false, "rejected": false, "back_order": false, "item_return_ware_house_location_id": null, "item_return_reason": null, "credit_amount": null, "note": "", "item_serial_number_list": null, "total": 39000, "po_item_custom_number": "0", "ware_house_location_id": 0, "motili_order_number": "" } ] }

Authentication

Bearer Token
DELETE soft-delete section
{{base_url}}/master-objects/sections/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005 }

Authentication

Bearer Token
POST restore section
{{base_url}}/master-objects/sections/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005 }

Authentication

Bearer Token
DELETE permanent-delete section
{{base_url}}/master-objects/sections/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005 }

Authentication

Bearer Token
POST clone section
{{base_url}}/master-objects/sections/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005 }

Authentication

Bearer Token

Item operations

POST add item
{{base_url}}/master-objects/items/add

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005, "section_order": 0, "item_order": 0, "item_section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "title": "Shingle: Fortified", "variant_name": null, "description": "New Architectural Shingle Roof: Premium - Fortified GAF NATURAL SHADOW (color TBD)\n\n** Including the Following **\n\n- Remove existing shingles & felt down to the wood deck for inspection\n\n- Replace all rotted/defective decking as needed. (2) Sheets included, each additional sheet is $65\n\n- Re-nail decking with ring shank nails meeting Fortified requirements\n\n- Install Ice & Water self adhering leak barrier on entire roof deck to meet LFJP requirements.\n\n- Install Self adhered starter to perimeter to meet Fortified requirements.\n\n- Install GAF natural shadow shingles according to mfg&#039;s specifications with 6 nails per shingle\n\n- Install GAF wind rated Ridge & Hip Shingles\n\n- Install 26 ga color matched Drip Edge on perimeter to meet Fortified requirements.\n\n-Install new electrical entrance Boot.\n\n- Install all new Plumbing Boots\n\n- Install 3 new Turbines and remove existing power vents\n\n* Substitute to GAF HTZ shingles will add $1,078 for a new total of $16,385\n\n* To add ( Fortified Hail Supplement) by installing Class 4 impact Malarkey Shingles\nwill add $2442 to the price for a total of $17,749.\n\n* All necessary documentation including product proof, delivery ticket, & photographs will be submitted to Fortified Evaluator.\nShould any program deficiency be identified, Sunbelt Roofs, LLC will remedy all issues at Sunbelt Roof&#039;s expense.\n\nWarranty:\n- GAF Limited lifetime Shingle & labor Warranty\n- Sunbelt 2 yr. Labor/Workmanship Warranty", "category": "", "class_of_product": null, "agency_name": "Custom", "item_image": null, "qty": 1, "shipped_qty": 0, "return_qty": 0, "sales_price": 38000, "cost_per_item": 0, "contract_cost": 0, "freight_cost": null, "vendor_price": null, "discount": 0, "discount_percentage": 0, "no_discount_flag": false, "margin": 100, "markup": 0, "gross_profit": 38000, "gross_profit_percent": 100, "tax_rate": 0, "charge_tax": false, "sales_tax_amt": 0, "item_status": "active", "item_fulfillment_method": "", "optional": false, "rejected": false, "back_order": false, "item_return_ware_house_location_id": null, "item_return_reason": null, "credit_amount": null, "note": "", "item_serial_number_list": null, "total": 38000, "po_item_custom_number": "0", "ware_house_location_id": 0, "motili_order_number": "" }

Authentication

Bearer Token
PUT update items
{{base_url}}/master-objects/items/update

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005, "item_id": 82000000004, "section_order": 0, "item_order": 0, "item_section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "title": "Shingle: Fortified", "variant_name": null, "description": "New Architectural Shingle Roof: Premium - Fortified GAF NATURAL SHADOW (color TBD)\n\n** Including the Following **\n\n- Remove existing shingles & felt down to the wood deck for inspection\n\n- Replace all rotted/defective decking as needed. (2) Sheets included, each additional sheet is $65\n\n- Re-nail decking with ring shank nails meeting Fortified requirements\n\n- Install Ice & Water self adhering leak barrier on entire roof deck to meet LFJP requirements.\n\n- Install Self adhered starter to perimeter to meet Fortified requirements.\n\n- Install GAF natural shadow shingles according to mfg&#039;s specifications with 6 nails per shingle\n\n- Install GAF wind rated Ridge & Hip Shingles\n\n- Install 26 ga color matched Drip Edge on perimeter to meet Fortified requirements.\n\n-Install new electrical entrance Boot.\n\n- Install all new Plumbing Boots\n\n- Install 3 new Turbines and remove existing power vents\n\n* Substitute to GAF HTZ shingles will add $1,078 for a new total of $16,385\n\n* To add ( Fortified Hail Supplement) by installing Class 4 impact Malarkey Shingles\nwill add $2442 to the price for a total of $17,749.\n\n* All necessary documentation including product proof, delivery ticket, & photographs will be submitted to Fortified Evaluator.\nShould any program deficiency be identified, Sunbelt Roofs, LLC will remedy all issues at Sunbelt Roof&#039;s expense.\n\nWarranty:\n- GAF Limited lifetime Shingle & labor Warranty\n- Sunbelt 2 yr. Labor/Workmanship Warranty", "category": "", "class_of_product": null, "agency_name": "Custom", "item_image": null, "qty": 1, "shipped_qty": 0, "return_qty": 0, "sales_price": 38000, "cost_per_item": 0, "contract_cost": 0, "freight_cost": null, "vendor_price": null, "discount": 0, "discount_percentage": 0, "no_discount_flag": false, "margin": 100, "markup": 0, "gross_profit": 38000, "gross_profit_percent": 100, "tax_rate": 0, "charge_tax": false, "sales_tax_amt": 0, "item_status": "active", "item_fulfillment_method": "", "optional": false, "rejected": false, "back_order": false, "item_return_ware_house_location_id": null, "item_return_reason": null, "credit_amount": null, "note": "", "item_serial_number_list": null, "total": 38000, "po_item_custom_number": "0", "ware_house_location_id": 0, "motili_order_number": "" }

Authentication

Bearer Token
DELETE soft-delete items
{{base_url}}/master-objects/items/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005, "item_id": 82000000004 }

Authentication

Bearer Token
POST restore items
{{base_url}}/master-objects/items/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005, "item_id": 82000000004 }

Authentication

Bearer Token
DELETE permanent-delete items
{{base_url}}/master-objects/items/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005, "item_id": 82000000004 }

Authentication

Bearer Token
POST clone items
{{base_url}}/master-objects/items/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 80000000005, "section_id": 81000000005, "item_id": 82000000004 }

Authentication

Bearer Token

Manage Status

POST migrate-default-statuses
{{base_url}}/all-status/migrate-default-statuses

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} //status migrate automatically. Only use when new object or transuction created // Its safe, not over-write any existing data }

Authentication

Bearer Token
GET list
{{base_url}}/all-status/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6 // "app_name": "estimate", // "status_id": 0, // "is_active": 1, // "is_default": 1, // "is_processing": 0 // "page": 1, // "perpage": 25 }

Authentication

Bearer Token
GET dropdown
{{base_url}}/all-status/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6, // "app_name": "estimate", //optional // "status_id": 0, //optional // "is_active": 1, //optional // "is_default": 1, //optional "is_submit_dropdown": 1 //optional // "is_processing": 0 //optional // "status_type": "default", //optional // "status_short_code": "U-43", //optional // "notification_flag": 1, //optional // "board_view": 1, //optional // "sort": "desc" //optional (asc|desc) }

Authentication

Bearer Token
GET get-status-name
{{base_url}}/all-status/get-status-name

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6, // "app_name": "estimate", "status_id": 99 }

Authentication

Bearer Token
POST create
{{base_url}}/all-status/create

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6, "app_name": "estimate", "status_name": "Draft-test", "status_code" : "DRAFT_TEST", "status_short_code": "DRF-T", "is_active": 1, "is_processing": 0, "notification_flag": 0, "board_view": 0, "color_code" : "#fff", "sort_order": 1 }

Authentication

Bearer Token
PUT update
{{base_url}}/all-status/update

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_id": 6, "id": 43, "app_name": "estimate", "status_name": "Draft-test2", "status_code" : "DRAFT_TEST2", "status_short_code": "DRF-T2", "is_active": 0, "is_processing": 0, "notification_flag": 0, "board_view": 0, "color_code" : "#fff", "sort_order": 1 }

Authentication

Bearer Token
DELETE delete
{{base_url}}/all-status/delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 43 }

Authentication

Bearer Token
POST restore
{{base_url}}/all-status/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 43 }

Authentication

Bearer Token

Master Object Template Settings

GET list
{{base_url}}/master-object-template-settings/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "search": "invoice", // "obj_name": "invoice", // "template_id": 5, // "is_default": true, // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "asc", // "sort_by": "obj_name" }

Authentication

Bearer Token
GET show
{{base_url}}/master-object-template-settings/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 84000000003 // "with_trashed": false }

Authentication

Bearer Token
GET dropdown
{{base_url}}/master-object-template-settings/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "obj_name": "estimate" //"is_default": true, // "search" : "name or description" }

Authentication

Bearer Token
POST store
{{base_url}}/master-object-template-settings/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, // "id" : 84000000003, //only use for update "obj_name": "estimate", "template_id": 20, "is_default": true, "preview_layout": "table", "pdf_layout": "table", "display_permission": [], "preview_permission": { "company_name": "1", "company_email": "1", "company_phone": "1", "company_address": "1", "company_address_country": "1", "customer_id": "1", "customer_name": "1", "customer_email": "1", "customer_phone": "1", "customer_address": "1", "customer_address_country": "1", "ext_po_number": "1", "custom_number": "1", "optional_mandatory": "1", "section": "1", "t_id": "1", "item_title": "1", "item_image": "1", "item_desc": "1", "item_variant": "1", "item_ware_house": "1", "item_po_number": "1", "item_serial_number": "1", "item_rate": "1", "item_qty": "1", "item_total": "1", "item_tax": "1", "item_notes": "1", "section_total": "1", "grand_total": "1", "status": "1", "payment_terms": "1", "job_name": "1", "job_location": "1", "valid_unit": "1", "prepared_by": "1", "notes": "1", "attachment_file": "1", "terms_and_condition": "1", "terms_and_condition_outpage": "1", "signature": "1" }, "pdf_permission": { "qr_code": "1", "company_name": "1", "company_email": "1", "company_phone": "1", "company_address": "1", "company_address_country": "1", "customer_id": "1", "customer_name": "1", "customer_email": "1", "customer_phone": "1", "customer_address": "1", "customer_address_country": "1", "margin_top": "85", "ext_po_number": "1", "custom_number": "1", "section": "1", "t_id": "1", "item_title": "1", "item_image": "1", "item_desc": "1", "item_variant": "1", "item_ware_house": "1", "item_po_number": "1", "item_serial_number": "1", "item_rate": "1", "item_qty": "1", "item_total": "1", "item_tax": "1", "item_notes": "1", "section_total": "1", "grand_total": "1", "status": "1", "payment_terms": "1", "job_name": "1", "job_location": "1", "valid_unit": "1", "prepared_by": "1", "notes": "1", "attachment_file": "1", "terms_and_condition": "1", "terms_and_condition_outpage": "1", "signature": "1" } }

Authentication

Bearer Token
POST clone
{{base_url}}/master-object-template-settings/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/master-object-template-settings/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
POST restore
{{base_url}}/master-object-template-settings/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/master-object-template-settings/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token

Deposits

GET list
{{base_url}}/deposits/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 23 // "search": "advance", // "deposit_type": "advance", // "deposit_status": 1, // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "desc", // "sort_by": "created_at" }

Authentication

Bearer Token
GET show
{{base_url}}/deposits/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 83000000002 // "with_trashed": false }

Authentication

Bearer Token
GET payment-summary
{{base_url}}/deposits/payment-summary

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 23 }

Authentication

Bearer Token
GET dropdown
{{base_url}}/deposits/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 23, "deposit_status": 1, "payment_status": 1 }

Authentication

Bearer Token
POST store
{{base_url}}/deposits/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, // "id" : 83000000003, //only use for update "object_id": 23, "object_name": "invoice", // optional; defaults from MasterObject::app_name "deposit_type": "partial", // e.g. "partial", "advance","final", "refund" "deposit_total": 800.00, "payment_method": "cash", // e.g. "cash", "bank_transfer" "deposit_status": 1, // 0=pending, 1=received, 2=failed, 3=refunded "payment_status": 1, // 0=pending, 1=completed "payment_date": "2026-03-09", "payment_note": "Second deposit" } // { // "companyId" : {{company_id}}, // "userId": {{user_id}}, // // "id" : 83000000003, //only use for update // "object_id": 23, // "object_name": "invoice", // "deposit_type": "partial", // "deposit_total": 800.00, // "payment_method": "stripe", // "deposit_status": 0, // ✅ Allowed for Stripe // "payment_status": 0 // ✅ Allowed for Stripe // } // { // "companyId" : {{company_id}}, // "userId": {{user_id}}, // // "id" : 83000000003, //only use for update // "object_id": 23, // "object_name": "invoice", // "payment_method": "stripe", // "deposit_status": 1, // received // "payment_status": 1, // completed // "payment_date": "2026-03-09", // "payment_note": "Stripe payment completed", // "payment_method_id": "pm_xxx", // required when marking Stripe payment as completed // "payment_intent_id": "pi_xxx", // required when marking Stripe payment as completed // "payment_intent_status": "succeeded" // }

Authentication

Bearer Token
POST clone
{{base_url}}/deposits/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/deposits/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 83000000003 }

Authentication

Bearer Token
POST restore
{{base_url}}/deposits/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/deposits/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id" : 2 }

Authentication

Bearer Token

received-payments

GET list
{{base_url}}/received-payments/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "customer_id": 123, // "status": "draft", // draft=editable, processing=in progress, processed=view only, error=failed // "payment_method": "check", // "payment_date_from": "2026-01-01", // "payment_date_to": "2026-02-03", // "search": "REF", // "with_trashed": false, // "pagination": true, // "per_page": 25, // "page": 1, // "sort": "desc", // "sort_by": "payment_date" }

Authentication

Bearer Token
GET show
{{base_url}}/received-payments/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1, "with_trashed": false }

Authentication

Bearer Token
GET customer-invoices
{{base_url}}/received-payments/customer-invoices

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "customer_id": 123 // "from_date": "2026-01-01", // "to_date": "2026-02-03" }

Authentication

Bearer Token
GET dropdown
{{base_url}}/received-payments/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "customer_id": 123, // "search": "REF", // "limit": 25, // "with_ids": [1, 2, 3] }

Authentication

Bearer Token
POST store
{{base_url}}/received-payments/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "customer_id": 123, "customer_email": "[email protected]", "payment_date": "2026-02-03", "payment_method_id": 1, "payment_method": "credit_card", "reference_no": "REF-001", "amount_received": 5076.93, "invoice_ids": [101, 102], "invoice_data": [ { "invoice_id": 101, "payment_amount": 3858.69, "open_balance": 3858.69 }, { "invoice_id": 102, "payment_amount": 1218.24, "open_balance": 1218.24 } ], "notes": "Check #12455", "qb_sync_enabled": true, "mark_as_pay_flag": false } // { // "companyId" : {{company_id}}, // "userId": {{user_id}}, // "id": 1, // use for update // "customer_id": 123, // "customer_email": "[email protected]", // "payment_date": "2026-02-03", // "payment_method_id": 1, // "payment_method": "credit_card", // "reference_no": "REF-001", // "amount_received": 5076.93, // "invoice_ids": [101, 102], // "invoice_data": [ // { "invoice_id": 101, "payment_amount": 3858.69, "open_balance": 3858.69 }, // { "invoice_id": 102, "payment_amount": 1218.24, "open_balance": 1218.24 } // ], // "notes": "Check #12455", // "qb_sync_enabled": true, // "mark_as_pay_flag": false // }

Authentication

Bearer Token
POST store-and-process
{{base_url}}/received-payments/store-and-process

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "customer_id": 123, "customer_email": "[email protected]", "payment_date": "2026-02-03", "payment_method_id": 1, "payment_method": "credit_card", "reference_no": "REF-001", "amount_received": 5076.93, "invoice_ids": [101, 102], "invoice_data": [ { "invoice_id": 101, "payment_amount": 3858.69, "open_balance": 3858.69 }, { "invoice_id": 102, "payment_amount": 1218.24, "open_balance": 1218.24 } ], "notes": "Check #12455", "qb_sync_enabled": true } // { // "companyId" : {{company_id}}, // "userId": {{user_id}}, // "id": 1, // use for update // "customer_id": 123, // "customer_email": "[email protected]", // "payment_date": "2026-02-03", // "payment_method_id": 1, // "payment_method": "credit_card", // "reference_no": "REF-001", // "amount_received": 5076.93, // "invoice_ids": [101, 102], // "invoice_data": [ // { "invoice_id": 101, "payment_amount": 3858.69, "open_balance": 3858.69 }, // { "invoice_id": 102, "payment_amount": 1218.24, "open_balance": 1218.24 } // ], // "notes": "Check #12455", // "qb_sync_enabled": true // }

Authentication

Bearer Token
POST process
{{base_url}}/received-payments/process

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 }

Authentication

Bearer Token
POST restore
{{base_url}}/received-payments/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/received-payments/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/received-payments/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 1 }

Authentication

Bearer Token

payment-methods

GET initial-data
{{base_url}}/payment-methods/initial-data

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} }

Authentication

Bearer Token
GET list
{{base_url}}/payment-methods/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} // "search": "Bank", // "method_type": "bank_transfer", // "is_active": true, // "is_default_for_receiving": false, // "is_default_for_paying": false, // "with_trashed": false, // "pagination": true, // "page": 1, // "per_page": 25, // "sort": "asc", // "sort_by": "method_name" }

Authentication

Bearer Token
GET show
{{base_url}}/payment-methods/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 16 // "with_trashed": false }

Authentication

Bearer Token
GET dropdown
{{base_url}}/payment-methods/dropdown

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "is_active": true // "search": "Bank", // "limit": 50, // "with_ids": [42, 47] }

Authentication

Bearer Token
POST store
{{base_url}}/payment-methods/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, // "id": 16, // only use for update "integration_key": "ach", "external_integration": 0, "method_type": "ACH", "method_name": "ACH", "is_default_for_receiving": false, "is_default_for_paying": false, "is_active": true, "account_holder_name": "Acme Inc", "account_number": "****1234", "routing_number": "****", "bank_name": "Bank of Example" }

Authentication

Bearer Token
POST clone
{{base_url}}/payment-methods/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 16 }

Authentication

Bearer Token
POST restore
{{base_url}}/payment-methods/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 16 }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/payment-methods/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 16 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/payment-methods/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 16 }

Authentication

Bearer Token
PATCH default-receiving
{{base_url}}/payment-methods/default-receiving

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 16 }

Authentication

Bearer Token
PATCH default-paying
{{base_url}}/payment-methods/default-paying

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 16 }

Authentication

Bearer Token
GET initial-data
{{base_url}}/master-objects/initial-data

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} }

Authentication

Bearer Token
GET list
{{base_url}}/master-objects/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_name": "invoice", // optional: estimate|invoice|bill|purchase_order|... // "mode" : "lite", // "is_it_template":true, //"customer_id": 123, // optional //"vendor_id": 456, // optional "filter": { // optional "advance": { /* advanced filter payload */ } }, "sort": "id", // optional (defaults to latest id desc) "per_page": 15, // optional (defaults to 15) "page": 1 }

Authentication

Bearer Token
GET show
{{base_url}}/master-objects/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 80000000002 }

Authentication

Bearer Token
GET preview
{{base_url}}/master-objects/preview

Headers

Name Value
Accept application/json

Request Body

{ "response_camel_case": false, // use for camel case response and default value is true "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 20 }

Authentication

Bearer Token
POST store-for create
{{base_url}}/master-objects/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "app_name": "estimate", // "is_it_template":true, // "template_name": "2 Ton Hitpump", // "template_description":"Template Description", //optional "custom_number": "25-1566", "status_id":6, // "status_code": "EST_OPEN", "external_po_number": "25-1566", "currency": "USD", "obj_template_setting_id": null, "contact_id": 20000000001, "customer_id": 30000000001, "vendor_id": null, "class_of_customer": null, "bill_to_address_id": null, "ship_to_address_id": null, "delivery_date": null, "sub_total": 38000, "discount_total": 0, "discount_source": "1", "object_tax_percentage": 0, "object_tax_amount": 0, "credit_card_tax_percentage": 0, "grand_total": 38000, "gross_profit_total": 0, "gross_profit_percentage": 0, "estimate_id": null, "purchaseorder_id": null, "parent_object_id": null, "parent_object_name": null, "deal_id": null, // "pipeline_id": null, // "stage_id": null, "stage_pipeline_info":[ { "pipeline_id": 1, "pipeline_stage_id": 1 } ], "issue_date": "2025-10-29", "payment_terms": "", "due_date": null, "project_id":null, "task_id":null, "job_id": null, "job_name": "26 Gainswood Drive EAST", "job_location": "26 Gainswood Drive EAST Marrero Louisiana 70072", "valid_until_date": "2025-11-30", "prepared_by": "Robert Blanchard - [email protected]", "employee_user_id": 800005749, //"created_by_user_id": 800005749, "created_by_user_name": "null", "is_verified": false, "verified_by": null, "verified_at": null, "service_plan_id": null, "service_plan_subscriber_id": null, "tracking_no": "", "tracking_url": "", "tracking_company": "", "terms_and_conditions_id": null, "terms_and_conditions_value": null, "accept_date_time": null, "is_accepted_terms_and_conditions": false, "signature_flag": false, "company_signature_id": null, "customer_signature_id": null, "signature_text": null, "signature_font": null, "signature_by_hand": false, "signature_image": null, "contractor_name": "", "contractor_phone": "", "buyer_name": "", "buyer_phone": "", "ext_customer_name": "", "ext_customer_phone": "", "invoice_email_send_to": null, "fulfilment_origin": "", "order_type": 0, "order_category": null, "bulk_order": false, "e_commerce_order": false, "lift_gate_required": false, "use_order_customer_name": false, "use_order_phone_number": false, "use_order_customer_address": false, "motili_validation_status": 0, "motili_validation_report": null, "motili_order_data": null, "motili_invoice_no": null, "qb_sync_success_status": false, "qb_sync_enabled": false, "qb_force_sync_enabled": false, "qb_invoice_id": null, "qb_purchase_order_sync_enabled": false, "is_credit_required": false, "credit_id": null, "credit_note": null, "total_credit_amount": null, "b2b_access": false, "notes": null, "progress_billing_invoice_ids": null, "sections": [ { "section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "section_order": 0, "section_status": "active", "service_plan_section": false, "optional": false, "rejected": false, "section_cost_total": 0, "section_contract_total": 0, "section_gross_profit_percentage": 0, "section_gross_profit": 0, "section_tax_amount": 0, "section_tax_total": 0, "section_total": 38000, "section_total_final": 38000, "section_notes": "", "items": [ { "section_order": 0, "item_order": 0, "item_section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "product_service_id":null, // FK to products_services table "title": "Shingle: Fortified", "variant_name": null, "description": "New Architectural Shingle Roof: Premium - Fortified GAF NATURAL SHADOW (color TBD)\n\n** Including the Following **\n\n- Remove existing shingles & felt down to the wood deck for inspection\n\n- Replace all rotted/defective decking as needed. (2) Sheets included, each additional sheet is $65\n\n- Re-nail decking with ring shank nails meeting Fortified requirements\n\n- Install Ice & Water self adhering leak barrier on entire roof deck to meet LFJP requirements.\n\n- Install Self adhered starter to perimeter to meet Fortified requirements.\n\n- Install GAF natural shadow shingles according to mfg&#039;s specifications with 6 nails per shingle\n\n- Install GAF wind rated Ridge & Hip Shingles\n\n- Install 26 ga color matched Drip Edge on perimeter to meet Fortified requirements.\n\n-Install new electrical entrance Boot.\n\n- Install all new Plumbing Boots\n\n- Install 3 new Turbines and remove existing power vents\n\n* Substitute to GAF HTZ shingles will add $1,078 for a new total of $16,385\n\n* To add ( Fortified Hail Supplement) by installing Class 4 impact Malarkey Shingles\nwill add $2442 to the price for a total of $17,749.\n\n* All necessary documentation including product proof, delivery ticket, & photographs will be submitted to Fortified Evaluator.\nShould any program deficiency be identified, Sunbelt Roofs, LLC will remedy all issues at Sunbelt Roof&#039;s expense.\n\nWarranty:\n- GAF Limited lifetime Shingle & labor Warranty\n- Sunbelt 2 yr. Labor/Workmanship Warranty", "category": "", "class_of_product": null, "agency_name": "Custom", "item_image": null, "qty": 1, "shipped_qty": 0, "return_qty": 0, "sales_price": 38000, "cost_per_item": 0, "contract_cost": 0, "freight_cost": null, "vendor_price": null, "discount": 0, "discount_percentage": 0, "no_discount_flag": false, "margin": 100, "markup": 0, "gross_profit": 38000, "gross_profit_percent": 100, "tax_rate": 0, "charge_tax": false, "sales_tax_amt": 0, "item_status": "active", "item_fulfillment_method": "", "optional": false, "rejected": false, "back_order": false, "item_return_ware_house_location_id": null, "item_return_reason": null, "credit_amount": null, "note": "", "total": 38000, "po_item_custom_number": "0", "ware_house_location_id": 0, "motili_order_number": "", "item_serial_number_list": [ { "serial_number": "SN-001", "batch_item_serial_id": 123 }, { "serial_number": "SN-002", "batch_item_serial_id": 124 } ] } ] } ] }

Authentication

Bearer Token
POST store-for update
{{base_url}}/master-objects/store

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 20, "app_name": "estimate", // "is_it_template":true, // "template_name": "2 Ton Hitpump", // "template_description":"Template Description", //optional "custom_number": "25-1566", "external_po_number": "25-1566", "currency": "USD", "obj_template_setting_id": null, "contact_id": 20000000001, "customer_id": 30000000001, "vendor_id": null, "class_of_customer": null, "bill_to_address_id": 1, "ship_to_address_id": 1, "delivery_date": null, "sub_total": 38000, "discount_total": 0, "discount_source": "1", "object_tax_percentage": 0, "object_tax_amount": 0, "credit_card_tax_percentage": 0, "grand_total": 38000, "gross_profit_total": 0, "gross_profit_percentage": 0, "estimate_id": null, "purchaseorder_id": null, "parent_object_id": null, "parent_object_name": null, "deal_id": null, "stage_pipeline_info":[ { "pipeline_id": 1, "pipeline_stage_id": 1 } ], "issue_date": "2025-10-29", "payment_terms": "", "due_date": null, "project_id":null, "task_id":null, "job_id": null, "job_name": "27 Gainswood Drive EAST", "job_location": "27 Gainswood Drive EAST Marrero Louisiana 70072", "valid_until_date": "2025-11-30", "prepared_by": "Robert Blanchard - [email protected]", "employee_user_id": 800005749, "is_verified": false, "verified_by": null, "verified_at": null, "service_plan_id": null, "service_plan_subscriber_id": null, "tracking_no": "", "tracking_url": "", "tracking_company": "", "terms_and_conditions_id": null, "terms_and_conditions_value": null, "accept_date_time": null, "is_accepted_terms_and_conditions": false, "signature_flag": false, "company_signature_id": null, "customer_signature_id": null, "signature_text": null, "signature_font": null, "signature_by_hand": false, "signature_image": null, "contractor_name": "", "contractor_phone": "", "buyer_name": "", "buyer_phone": "", "ext_customer_name": "", "ext_customer_phone": "", "invoice_email_send_to": null, "fulfilment_origin": "", "order_type": 0, "order_category": null, "bulk_order": false, "e_commerce_order": false, "lift_gate_required": false, "use_order_customer_name": false, "use_order_phone_number": false, "use_order_customer_address": false, "motili_validation_status": 0, "motili_validation_report": null, "motili_order_data": null, "motili_invoice_no": null, "qb_sync_success_status": false, "qb_sync_enabled": false, "qb_force_sync_enabled": false, "qb_invoice_id": null, "qb_purchase_order_sync_enabled": false, "is_credit_required": false, "credit_id": null, "credit_note": null, "total_credit_amount": null, "b2b_access": false, "notes": null, "progress_billing_invoice_ids": null, "sections": [ { "id": 81000000012, "section_name": "Replace existing shingle roof to meet the Fortified program requirements", "section_order": 0, "section_status": "active", "service_plan_section": false, "optional": false, "rejected": false, "section_cost_total": 0, "section_contract_total": 0, "section_gross_profit_percentage": 0, "section_gross_profit": 0, "section_tax_amount": 0, "section_tax_total": 0, "section_total": 38001.00, "section_total_final": 38001.00, "section_notes": "", "items": [ { "id": 82000000007, "section_order": 0, "item_order": 0, "item_section_name": "Remove and replace existing shingle roof to meet the Fortified program requirements", "product_service_id":null, // FK to products_services table "title": "Shingle: Fortified", "variant_name": null, "description": "New Architectural Shingle Roof: Premium - Fortified GAF NATURAL SHADOW (color TBD)\n\n** Including the Following **\n\n- Remove existing shingles & felt down to the wood deck for inspection\n\n- Replace all rotted/defective decking as needed. (2) Sheets included, each additional sheet is $65\n\n- Re-nail decking with ring shank nails meeting Fortified requirements\n\n- Install Ice & Water self adhering leak barrier on entire roof deck to meet LFJP requirements.\n\n- Install Self adhered starter to perimeter to meet Fortified requirements.\n\n- Install GAF natural shadow shingles according to mfg&#039;s specifications with 6 nails per shingle\n\n- Install GAF wind rated Ridge & Hip Shingles\n\n- Install 26 ga color matched Drip Edge on perimeter to meet Fortified requirements.\n\n-Install new electrical entrance Boot.\n\n- Install all new Plumbing Boots\n\n- Install 3 new Turbines and remove existing power vents\n\n* Substitute to GAF HTZ shingles will add $1,078 for a new total of $16,385\n\n* To add ( Fortified Hail Supplement) by installing Class 4 impact Malarkey Shingles\nwill add $2442 to the price for a total of $17,749.\n\n* All necessary documentation including product proof, delivery ticket, & photographs will be submitted to Fortified Evaluator.\nShould any program deficiency be identified, Sunbelt Roofs, LLC will remedy all issues at Sunbelt Roof&#039;s expense.\n\nWarranty:\n- GAF Limited lifetime Shingle & labor Warranty\n- Sunbelt 2 yr. Labor/Workmanship Warranty", "category": "test", "class_of_product": null, "agency_name": "Custom", "item_image": null, "qty": 2, "shipped_qty": 0, "return_qty": 0, "sales_price": 38000, "cost_per_item": 0, "contract_cost": 0, "freight_cost": null, "vendor_price": null, "discount": 0, "discount_percentage": 0, "no_discount_flag": false, "margin": 100, "markup": 0, "gross_profit": 38000, "gross_profit_percent": 100, "tax_rate": 0, "charge_tax": false, "sales_tax_amt": 0, "item_status": "active", "item_fulfillment_method": "", "optional": false, "rejected": false, "back_order": false, "item_return_ware_house_location_id": null, "item_return_reason": null, "credit_amount": null, "note": "", "total": 38001.00, "po_item_custom_number": "0", "ware_house_location_id": 0, "motili_order_number": "", "item_serial_number_list": [ {"id":3, "serial_number": "SN-001"}, {"id":4, "serial_number": "SN-003"}, {"serial_number": "SN-005"} ] } ] } ] }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/master-objects/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 34 }

Authentication

Bearer Token
POST restore
{{base_url}}/master-objects/restore

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 80000000004 }

Authentication

Bearer Token
DELETE permanent-delete
{{base_url}}/master-objects/permanent-delete

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 80000000004 }

Authentication

Bearer Token
POST clone
{{base_url}}/master-objects/clone

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "id": 80000000002 }

Authentication

Bearer Token
GET search
{{base_url}}/master-objects/search

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "q": "25-1560-clone" }

Authentication

Bearer Token
POST status set
{{base_url}}/master-objects/status/set

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 20, "status_id": 6, "app_id": 6, "app_name": "estimate", "notes": "Changed to open", "extra_data": {} }

Authentication

Bearer Token
GET status get
{{base_url}}/master-objects/status/get

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}}, "object_id": 20 }

Authentication

Bearer Token

Jobs

POST Create Job
{{base_url}}/transaction/job/create-jobs

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "contact_id" : 20000000001, "address_id" : 1, "job_name" : "A new job", "job_location" : "india", "valid_until" : "2025-12-31", "prepared_by" : null, //employee_id "size" : "500", "size_unit" : "sqft", "pipeline_id" : 1, "pipeline_stage_id" : 2, "job_type" : null, //optional "business_unit" : null, //optional "marketing_campaign" : null, //OPTIONAL "priority" : null, //optional "status" : "1", "tags" : [], "description" : "this is a description", "start_date" : null, //OPTIONAL "end_date" : null, //optional "sales_manager_id" : {{user_id}}, "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Job created successfully", "data": { "contactId": 20000000010, "addressId": 8, "jobName": "A new job", "jobLocation": "india", "validUntil": "2025-12-31", "preparedBy": null, "size": "500", "sizeUnit": "sqft", "pipelineId": 1, "pipelineStageId": 2, "jobType": null, "businessUnit": null, "marketingCampaign": null, "priority": null, "status": "1", "tags": [], "description": "this is a description", "startDate": null, "endDate": null, "salesManagerId": 10000000010, "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2025-11-18T03:04:40.000000Z", "createdAt": "2025-11-18T03:04:40.000000Z", "id": 1 } }
PUT Update Job
{{base_url}}/transaction/job/update-jobs

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1, "contact_id" : 20000000010, "address_id" : 8, "job_name" : "A new job", "job_location" : "india", "valid_until" : "2025-12-31", "prepared_by" : null, //employee_id "size" : "500", "size_unit" : "sqft", "pipeline_id" : 1, "pipeline_stage_id" : 2, "job_type" : null, //optional "business_unit" : null, //optional "marketing_campaign" : null, //OPTIONAL "priority" : null, //optional "status" : "1", "tags" : [], "description" : "this is a description", "start_date" : null, //OPTIONAL "end_date" : null, //optional "sales_manager_id" : {{user_id}}, "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Job updated successfully", "data": { "id": 1, "customNumber": null, "contactId": 20000000010, "addressId": 8, "jobName": "A new job", "jobLocation": "india", "validUntil": "2025-12-31", "preparedBy": null, "size": "500", "sizeUnit": "sqft", "pipelineId": 1, "pipelineStageId": 2, "jobType": null, "businessUnit": null, "marketingCampaign": null, "priority": null, "status": 1, "tags": [], "description": "this is a description", "startDate": null, "endDate": null, "salesManagerId": "10000000010", "createdBy": "10000000010", "updatedBy": "10000000010", "isActive": true, "createdAt": "2025-11-18T03:04:40.000000Z", "updatedAt": "2025-11-18T03:04:40.000000Z", "deletedAt": null } }
GET Job Details
{{base_url}}/transaction/job/get-job-details

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Job details fetched successfully", "data": { "id": 1, "customNumber": null, "contactId": 20000000010, "addressId": 8, "jobName": "A new job", "jobLocation": "india", "validUntil": "2025-12-31", "preparedBy": null, "size": "500", "sizeUnit": "sqft", "pipelineId": 1, "pipelineStageId": 2, "jobType": null, "businessUnit": null, "marketingCampaign": null, "priority": null, "status": 1, "tags": [], "description": "this is a description", "startDate": null, "endDate": null, "salesManagerId": "10000000010", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-11-18T03:04:40.000000Z", "updatedAt": "2025-11-18T03:04:40.000000Z", "deletedAt": null, "contact": { "id": 20000000010, "customNumber": null, "contactType": "contact", "firstName": "Mamon", "lastName": "Ghosh", "companyName": "Bengal Refrigeration Company", "displayName": "Mamon Ghosh", "email": "[email protected]", "phoneCountryCode": null, "phoneNumber": "10909090909", "tags": [], "owner": "30000000010", "jobName": null, "lifecycleStageId": 29, "status": "32", "isActive": true, "industry": null, "website": null, "companyType": null, "annualRevenue": null, "noOfEmployee": null, "timeZone": null, "customerId": 30000000004, "vendorId": 40000000002, "supplierId": null, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-09-25T10:14:26.000000Z", "updatedAt": "2025-09-26T07:42:31.000000Z", "deletedAt": null }, "pipeline": { "id": 1, "name": "Sales Pipeline", "color": "#4CAF50", "isActive": 1, "createdBy": null, "updatedBy": null, "createdAt": "2025-10-09T05:12:51.000000Z", "updatedAt": "2025-10-09T05:12:51.000000Z", "deletedAt": null }, "pipelineStage": null, "statusDetails": { "id": 1, "value": "Open" }, "closeDate": "November 18, 2025", "createdDate": "November 18, 2025", "updatedDate": "November 18, 2025", "updatedHuman": "6 minutes ago", "allStatus": { "1": "Open", "2": "Scheduled", "3": "Dispatched", "4": "Hold", "5": "Working", "6": "Delay", "7": "Completed", "8": "Cancelled" } } }
GET Job List
{{base_url}}/transaction/job/get-jobs

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Jobs fetched successfully", "data": [ { "id": 1, "customNumber": null, "contactId": 20000000010, "addressId": 8, "jobName": "A new job", "jobLocation": "india", "validUntil": "2025-12-31", "preparedBy": null, "size": "500", "sizeUnit": "sqft", "pipelineId": 1, "pipelineStageId": 2, "jobType": null, "businessUnit": null, "marketingCampaign": null, "priority": null, "status": 1, "tags": [], "description": "this is a description", "startDate": null, "endDate": null, "salesManagerId": "10000000010", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "isActive": true, "createdAt": "2025-11-18T03:04:40.000000Z", "updatedAt": "2025-11-18T03:04:40.000000Z", "deletedAt": null, "closeDate": "November 18, 2025", "createdDate": "November 18, 2025", "updatedDate": "November 18, 2025", "updatedHuman": "11 minutes ago", "dealOwner": { "id": null, "name": "System", "email": "[email protected]" }, "contact": { "id": 20000000010, "displayName": "Mamon Ghosh" }, "pipeline": { "id": 1, "name": "Sales Pipeline" }, "pipelineStage": null, "address": { "id": 8, "streetAddress": "30071", "city": "Doraville", "state": "Georgia", "postalCode": "30071", "country": "United States" } } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 10, "total": 1, "from": 1, "to": 1 } }
GET Jobs Dropdown
{{base_url}}/transaction/job/get-jobs-dropdowns

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "contact_id" : 20000000010 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Jobs fetched successfully", "data": [ { "id": 1, "jobName": "A new job" } ] }
POST Job Status Change
{{base_url}}/transaction/job/job-status-change

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "id" : 1, "status_id": "3" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Job status changed successfully", "data": [ { "id": 4, "objectName": "job", "objectId": 1, "appId": null, "statusId": "4", "statusChangeNotes": null, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2025-12-08T08:29:26.000000Z", "updatedAt": "2025-12-08T08:29:26.000000Z", "deletedAt": null }, { "id": 5, "objectName": "job", "objectId": 1, "appId": null, "statusId": "3", "statusChangeNotes": null, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2025-12-08T08:29:43.000000Z", "updatedAt": "2025-12-08T08:29:43.000000Z", "deletedAt": null } ] }
GET Get Status Change Log
{{base_url}}/transaction/get-status-change-logs

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "object_name" : "job", "object_id": 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Status change logs fetched successfully", "data": [ { "id": 4, "objectName": "job", "objectId": 1, "appId": null, "statusId": "4", "statusChangeNotes": null, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2025-12-08T08:29:26.000000Z", "updatedAt": "2025-12-08T08:29:26.000000Z", "deletedAt": null }, { "id": 5, "objectName": "job", "objectId": 1, "appId": null, "statusId": "3", "statusChangeNotes": null, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2025-12-08T08:29:43.000000Z", "updatedAt": "2025-12-08T08:29:43.000000Z", "deletedAt": null } ] }

Settings

Special Pricing

POST Generate Handshake Key
{{base_url}}/settings/specialprice/generate-handshake-key

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "customer_id" : 30000000004 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Handshake key generated successfully", "data": true }
GET Get Special Customers
{{base_url}}/settings/specialprice/get-special-customers

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Special customers fetched successfully", "data": [ { "id": 30000000004, "customerId": 30000000004, "contactId": 20000000010, "name": "Mamon Ghosh", "email": "[email protected]", "phoneNumber": "10909090909", "isActiveSpecialPrice": false, "handshakeKey": "b8dde0f545e583dbf8987e80c147ea9b", "countSpecialPricing": 0, "createdAt": "2025-09-26T07:00:56.000000Z", "updatedAt": "2025-11-19T03:33:58.000000Z" } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 15, "total": 1, "from": 1, "to": 1 } }
POST Create Special Price
{{base_url}}/settings/specialprice/create-special-prices

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "customer_id" : 30000000004, "contact_id" : 20000000010, "product_service_id" : 55, "sku" : "AMST140251", "cost_price" : 650, "contract_cost" : 600, "sales_price" : 700, "start_date" : "2025-11-01", "end_date" : "2025-12-31", "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Special price created successfully", "data": { "id": 1, "contactId": 20000000010, "customerId": 30000000004, "productServiceId": 55, "sku": "AMST140251", "costPrice": 650, "contractCost": 600, "salesPrice": 700, "margin": null, "markup": null, "startDate": "2025-11-01", "endDate": "2025-12-31", "isActive": true, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-11-19T04:23:59.000000Z", "updatedAt": "2025-11-19T04:23:59.000000Z", "deletedAt": null } }
PUT Update Special Price
{{base_url}}/settings/specialprice/update-special-prices

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1, "customer_id" : 30000000004, "contact_id" : 20000000010, "product_service_id" : 55, "sku" : "AMST140251", "cost_price" : 650, "contract_cost" : 600, "sales_price" : 750, "start_date" : "2025-11-01", "end_date" : "2025-12-31", "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Special price updated successfully", "data": { "id": 1, "contactId": 20000000010, "customerId": 30000000004, "productServiceId": 55, "sku": "AMST140251", "costPrice": 650, "contractCost": 600, "salesPrice": 750, "margin": null, "markup": null, "startDate": "2025-11-01", "endDate": "2025-12-31", "isActive": true, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-11-19T04:23:59.000000Z", "updatedAt": "2025-11-19T04:32:10.000000Z", "deletedAt": null } }
DELETE Delete Special Price
{{base_url}}/settings/specialprice/delete-special-prices

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1 }

Authentication

Bearer Token
GET Special price History
{{base_url}}/settings/specialprice/get-special-price-history

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "id" : 1 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Special price history fetched successfully", "data": [ { "id": 1, "specialPricingId": 1, "sku": "AMST140251", "productServiceId": 55, "costPrice": 650, "contractCost": 600, "salesPrice": 790, "margin": 17.721518987342, "markup": 21.538461538462, "startDate": "Nov-01-2025", "endDate": "Dec-31-2025", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-11-19T04:46:58.000000Z", "updatedAt": "2025-11-19T04:46:58.000000Z", "deletedAt": null, "createdDate": "Nov-19-2025" }, { "id": 2, "specialPricingId": 1, "sku": "AMST140251", "productServiceId": 55, "costPrice": 650, "contractCost": 600, "salesPrice": 760, "margin": 14.473684210526, "markup": 16.923076923077, "startDate": "Nov-01-2025", "endDate": "Dec-31-2025", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "createdAt": "2025-11-19T04:48:17.000000Z", "updatedAt": "2025-11-19T04:48:17.000000Z", "deletedAt": null, "createdDate": "Nov-19-2025" } ] }
POST Activate Special Pricing
{{base_url}}/settings/specialprice/activate-deactivate-special-customer

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id" : {{user_id}}, "customer_id" : 30000000004, "is_active" : true }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Special customer activated/deactivated successfully", "data": true }
GET Get Special Prices
{{base_url}}/settings/specialprice/get-special-prices

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "customer_id" : 30000000004 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Special prices fetched successfully", "data": [ { "id": 1, "contactId": 20000000010, "customerId": 30000000004, "productServiceId": 55, "sku": "AMST140251", "costPrice": 650, "contractCost": 600, "salesPrice": 760, "margin": 14.47, "markup": 16.92, "startDate": "2025-11-01", "endDate": "2025-12-31", "isActive": true, "createdBy": "10000000010", "updatedBy": "10000000010", "createdAt": "2025-11-19T04:23:59.000000Z", "updatedAt": "2025-11-19T04:48:18.000000Z", "deletedAt": null, "productService": { "id": 55, "title": "AMST140251" } } ], "pagination": { "currentPage": 1, "lastPage": 1, "perPage": 25, "total": 1, "from": 1, "to": 1 } }

DocumentHub

POST preview
https://api2.worxstream.io/api/document-hub/preview

Headers

Name Value
Accept application/json
X-Domain https://doc.worxstream.io/
X-Api-Key WO9mF8Q6vcDA4qytqmLhyiQzTtdVbDQGnfryk0s_a1HED98RuQrWsTH82N3y096B

Request Body

{ "x_domain": "https://doc.worxstream.io/", "x_api_key": "WO9mF8Q6vcDA4qytqmLhyiQzTtdVbDQGnfryk0s_a1HED98RuQrWsTH82N3y096B", "company_id": 30000000009, "id": 80000000026, "response_camel_case": false }

All User Logs

POST track
{{base_url}}/user-log/track

Headers

Name Value
Accept application/json

Request Body

{ // "companyId": {{company_id}}, // "userId": {{user_id}}, "call_from": "web", "route": "web", //"log_id":"694027076b3c4425490d8c9c", "call_count": 0, "path_name": "/front-admin/edit-product/55", "local_ip": "192.168.1.11", "browser_info": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7)", "browser_unique_id": "browser_abc_4", "user_info": "{\"user_id\":\"10000000012\",\"company_id\":\"30000000012\"}" }

Authentication

Bearer Token
GET list
{{base_url}}/user-log/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}} }

Authentication

Bearer Token

Integration

Motili

GET ping
{{base_url}}/motili/ping

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 1 }

Authentication

Bearer Token
GET account
{{base_url}}/motili/account

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 1 }

Authentication

Bearer Token
GET products
{{base_url}}/motili/products

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 1 }

Authentication

Bearer Token
GET products show
{{base_url}}/motili/products/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 1, "product_id": 364 }

Authentication

Bearer Token
GET orders
{{base_url}}/motili/orders

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 1 }

Authentication

Bearer Token
GET orders show
{{base_url}}/motili/orders/show

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 1, "number": "74191731" //use key for search [extPoNumber, extReferenceNumber1,extReferenceNumber2, number, poNumber] }

Authentication

Bearer Token
GET distribution-centers
{{base_url}}/motili/distribution-centers

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 1, "tradeTypes": "HVAC", "limit": 10, "searchByType": "POSTAL", "searchByValue": "30076", "searchByRadius": 40, "products": [ { "sku": "GSXC180241", "quantity": 1 } ] }

Authentication

Bearer Token
GET search-product(use it)
{{base_url}}/motili/search-product

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 2, "search_by_value":"29609", //zip code is not available then send address_id "product_titles": "GPHH33031,GPHH34231,HKTPD081,HKTPD101" // "GSXC180241,GSXC180242,GSXC180245" // "address_id": 123, // "trade_types": "HVAC", // "limit": 25, // "search_by_type":"POSTAL", // "search_by_radius":40 // "products": [ // { // "sku": "GPHH33031", // "quantity": 1 // }, // { // "sku": "GPHH34231", // "quantity": 5 // }, // { // "sku": "HKTPD081", // "quantity": 2 // } // ] }

Authentication

Bearer Token
GET warehouse-inventory
{{base_url}}/motili/warehouse-inventory

Headers

Name Value
Accept application/json

Request Body

{ "companyId": {{company_id}}, "userId": {{user_id}}, "account_id": 1, "search_by_value": "29609", //zip code if not avaiable then send address_id "products": [ { "sku": "GPHH33031", "quantity": 1 }, { "sku": "GPHH34231", "quantity": 5 }, { "sku": "HKTPD081", "quantity": 2 } ] // "product_titles": "GPHH33031,GPHH34231,HKTPD081,HKTPD101",//if products array is not available then send // "trade_types": "HVAC", // "limit": 25, // "search_by_type":"POSTAL", // "search_by_radius": 40 }

Authentication

Bearer Token

QuickBooks

setup

POST connect
{{base_url}}/quickbooks/connect

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
GET status
{{base_url}}/quickbooks/status

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token
POST disconnect
{{base_url}}/quickbooks/disconnect

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token

Don't use it ->used by qb

GET redirect-uri
{{base_url}}/quickbooks/redirect-uri?code=Q011234567890abcdef&realmId=123456789&state=eyJjb21wYW55X2lkIjoxfQ==

Headers

Name Value
Accept application/json

Query Parameters

Name Value
code Q011234567890abcdef
realmId 123456789
state eyJjb21wYW55X2lkIjoxfQ==
GET launch
{{base_url}}/quickbooks/launch?company_id={{company_id}}&success=true

Headers

Name Value
Accept application/json

Query Parameters

Name Value
company_id {{company_id}}
success true
GET disconnect-url
{{base_url}}/quickbooks/disconnect-url?company_id={{company_id}}

Headers

Name Value
Accept application/json

Query Parameters

Name Value
company_id {{company_id}}

settings

GET show
{{base_url}}/quickbooks/settings/show

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} }

Authentication

Bearer Token
POST update
{{base_url}}/quickbooks/settings/update

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "options": [ { "option_name": "quickbook_customer_sync", "status": true }, { "option_name": "quickbook_vendor_sync", "status": false }, { "option_name": "quickbook_invoice_sync", "status": true } ] }

Authentication

Bearer Token

List

GET customers
{{base_url}}/quickbooks/list/customers

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional // "search": "Acme" //optional }

Authentication

Bearer Token
GET vendors
{{base_url}}/quickbooks/list/vendors

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional // "search": "Acme" //optional }

Authentication

Bearer Token
GET products
{{base_url}}/quickbooks/list/products

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional // "search": "Acme" //optional // "item_id": "123" // optional [quickbooks item id] }

Authentication

Bearer Token
GET invoices
{{base_url}}/quickbooks/list/invoices

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional // "search": "Acme" //optional // "status": "open", //optional [open|paid] }

Authentication

Bearer Token
GET locations
{{base_url}}/quickbooks/list/locations

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional }

Authentication

Bearer Token
GET classes
{{base_url}}/quickbooks/list/classes

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional }

Authentication

Bearer Token
GET purchase-orders
{{base_url}}/quickbooks/list/purchase-orders

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional }

Authentication

Bearer Token
GET payment-methods
{{base_url}}/quickbooks/list/payment-methods

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional }

Authentication

Bearer Token
GET tax-rates
{{base_url}}/quickbooks/list/tax-rates

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional }

Authentication

Bearer Token
GET accounts
{{base_url}}/quickbooks/list/accounts

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional // "classification": "Asset" //optional }

Authentication

Bearer Token
GET projects
{{base_url}}/quickbooks/list/projects

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional }

Authentication

Bearer Token
GET terms
{{base_url}}/quickbooks/list/terms

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "per_page": 20, //optional // "page": 1, //optional }

Authentication

Bearer Token

sync

POST customer
{{base_url}}/quickbooks/sync/customer

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "customer_id": 123 }

Authentication

Bearer Token
POST vendor
{{base_url}}/quickbooks/sync/vendor

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "vendor_id": 123 }

Authentication

Bearer Token
POST product
{{base_url}}/quickbooks/sync/product

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "product_id": 123 }

Authentication

Bearer Token
POST object
{{base_url}}/quickbooks/sync/object

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}}, "object_id": 123 // estimate|invoice| purchase_order| credit_memo| bill etc id }

Authentication

Bearer Token
POST accounts
{{base_url}}/quickbooks/sync/accounts

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} // chart of accounts }

Authentication

Bearer Token
POST classes
{{base_url}}/quickbooks/sync/classes

Headers

Name Value
Accept application/json

Request Body

{ "company_id":{{company_id}}, "user_id":{{user_id}} // customer class data }

Authentication

Bearer Token

XDRIVE

Object Operations

POST Link Object Files
{{xdrive}}/drive/link_object

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "app_id" : 3, "object_name" : "product", "object_id" : 536, "file_ids" :[3,5,2] //array }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Object linked successfully", "data": [ { "id": 1, "linkId": 1, "fileId": 3, "isDefault": true, "fileName": "photo-1560185127-6ed189bf02f4.jpeg", "fileType": "image/jpeg", "fileExtension": "jpeg", "fileSize": "28423", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767717316_photo-1560185127-6ed189bf02f4.jpeg?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260108%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260108T123615Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=ec250d2d93fd31cc7c9bf4e741215cc2af95674c6f33abbef7baef58a1a350bc" }, { "id": 2, "linkId": 2, "fileId": 5, "isDefault": false, "fileName": "Brindavan.webp", "fileType": "image/webp", "fileExtension": "webp", "fileSize": "153548", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767718409_Brindavan.webp?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260108%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260108T123615Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=c18df6d0a5c081c2bf367994316a495c47c9dfebef5edfc492a432457e1217ee" }, { "id": 3, "linkId": 3, "fileId": 2, "isDefault": false, "fileName": "GoPro-HERO12-Black-Camera.png", "fileType": "image/png", "fileExtension": "png", "fileSize": "671006", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767717312_GoPro-HERO12-Black-Camera.png?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260108%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260108T123615Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=931afa537c0c34eea28319240b3091bd5a23b3970ed91aaecfcca2cdd94f3ba8" } ] }
GET Get Linked Objects
{{xdrive}}/drive/linked_objects

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "app_id" : 3, "object_name" : "product", "object_id" : 536 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Linked objects fetched successfully", "data": [ { "id": 1, "linkId": 1, "fileId": 3, "isDefault": true, "fileName": "photo-1560185127-6ed189bf02f4.jpeg", "fileType": "image/jpeg", "fileExtension": "jpeg", "fileSize": "28423", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767717316_photo-1560185127-6ed189bf02f4.jpeg?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260108%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260108T123301Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=888489a0c152f7cf2a15c29cdbca701c8097c29d5762fbd91e8e7c52d2fa171a" }, { "id": 2, "linkId": 2, "fileId": 5, "isDefault": false, "fileName": "Brindavan.webp", "fileType": "image/webp", "fileExtension": "webp", "fileSize": "153548", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767718409_Brindavan.webp?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260108%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260108T123301Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=bb43b597f25c0a1f22b41fbc3231cc6fa92f07f138619fd8f838143fca79aa4e" } ] }
POST Unlink Files from Object
{{xdrive}}/drive/unlink_object

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "app_id" : 3, "object_name" : "product", "object_id" : 536, "file_ids" :[5,2] //array }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Object unlinked successfully", "data": [ { "id": 1, "linkId": 1, "fileId": 3, "isDefault": true, "fileName": "photo-1560185127-6ed189bf02f4.jpeg", "fileType": "image/jpeg", "fileExtension": "jpeg", "fileSize": "28423", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767717316_photo-1560185127-6ed189bf02f4.jpeg?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260108%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260108T124535Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=12b314f4a425fad958f93c1b196df71ce10f47ad0b7fca13a28a49cdee81dc08" } ] }
DELETE Delete Files
{{xdrive}}/drive/delete_files

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, "file_ids" :[2] //array }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Files deleted successfully", "data": true }
GET Total Usage
{{xdrive}}/drive/total_usage

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Total usage calculated successfully", "data": { "totalUsage": 0.02, "totalUsagePercentage": 0.3, "maxUsageLimit": 5, "unit": "GB" } }
DELETE Delete Folder
{{xdrive}}/drive/delete_folder

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "folder_id": 7 }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Folder deleted successfully", "data": true }
POST Get Contents
{{xdrive}}/drive/contents

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}} // "folder_id" : 6 }

Authentication

Bearer Token

Example Response

{ "success": true, "status": 200, "data": { "folders": [ { "id": 1, "companyId": 30000000010, "userId": 10000000010, "folderName": "Test", "folderColor": "#000000", "folderIcon": "fas fa-folder", "parentFolderId": null, "isActive": 1, "createdBy": 10000000010, "updatedBy": 10000000010, "deletedBy": null, "createdAt": "2026-01-02T08:01:44.000000Z", "updatedAt": "2026-01-02T08:01:44.000000Z", "deletedAt": null }, { "id": 2, "companyId": 30000000010, "userId": 10000000010, "folderName": "Test", "folderColor": "#000000", "folderIcon": "fas fa-folder", "parentFolderId": null, "isActive": 1, "createdBy": 10000000010, "updatedBy": 10000000010, "deletedBy": null, "createdAt": "2026-01-02T08:03:49.000000Z", "updatedAt": "2026-01-02T08:03:49.000000Z", "deletedAt": null } ], "files": [ { "id": 2, "folderId": null, "fileName": "GoPro-HERO12-Black-Camera.png", "fileType": "image/png", "fileExtension": "png", "fileSize": "671006", "streamUrl": "http://127.0.0.1:8005/api/drive/myfile/2?expires=1767754609&signature=84dfde2cb3795609f509d8bb920aa146870ff530813957adc76197a249ca6450", "publicUrl": null, "isActive": 1, "createdBy": 10000000010, "updatedBy": null, "createdAt": "2026-01-06T16:35:16.000000Z", "updatedAt": "2026-01-07T02:45:17.000000Z", "tempUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767717312_GoPro-HERO12-Black-Camera.png?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260107%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260107T024517Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=1eec8b59d473e6220b0741527366cad81ef249569a93a9e37691ca246425eaa5", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767717312_GoPro-HERO12-Black-Camera.png?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260107%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260107T024517Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=1eec8b59d473e6220b0741527366cad81ef249569a93a9e37691ca246425eaa5" }, { "id": 3, "folderId": null, "fileName": "photo-1560185127-6ed189bf02f4.jpeg", "fileType": "image/jpeg", "fileExtension": "jpeg", "fileSize": "28423", "streamUrl": "http://127.0.0.1:8005/api/drive/myfile/3?expires=1767754609&signature=806cab0111b4092ce0a494a7bbc4b0b90a0dbd4e9dfa1b9618a37b14f6d250ad", "publicUrl": null, "isActive": 1, "createdBy": 10000000010, "updatedBy": null, "createdAt": "2026-01-06T16:35:16.000000Z", "updatedAt": "2026-01-07T02:45:17.000000Z", "tempUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767717316_photo-1560185127-6ed189bf02f4.jpeg?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260107%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260107T024517Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=b325c366ab5320fb6927014626a5f792021fcc1ce424148064a010750da65c20", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767717316_photo-1560185127-6ed189bf02f4.jpeg?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260107%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260107T024517Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=b325c366ab5320fb6927014626a5f792021fcc1ce424148064a010750da65c20" }, { "id": 5, "folderId": null, "fileName": "Brindavan.webp", "fileType": "image/webp", "fileExtension": "webp", "fileSize": "153548", "streamUrl": "http://127.0.0.1:8005/api/drive/myfile/5?expires=1767754609&signature=4fc34b148859b1406a483f77c0b91ef2558ac0a0a2508064a95613efed620923", "publicUrl": null, "isActive": 1, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2026-01-06T16:53:31.000000Z", "updatedAt": "2026-01-07T02:45:17.000000Z", "tempUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767718409_Brindavan.webp?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260107%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260107T024517Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=6e2448906629c804ab985d83117aaaa97adcbb683637ae5f6505bc2be1a943b7", "fileUrl": "https://xdrive.nyc3.digitaloceanspaces.com/TEST/30000000010/files/temp/1767718409_Brindavan.webp?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=DO00M4UVV2NHWUQNC2DX%2F20260107%2Fnyc3%2Fs3%2Faws4_request&X-Amz-Date=20260107T024517Z&X-Amz-SignedHeaders=host&X-Amz-Expires=600&X-Amz-Signature=6e2448906629c804ab985d83117aaaa97adcbb683637ae5f6505bc2be1a943b7" } ], "path": [ { "id": null, "name": "My Drive", "icon": "fas fa-home", "color": "text-primary", "url": "http://127.0.0.1:8005/drive" } ] } }
POST Create Folder
{{xdrive_local}}/drive/create_folder

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}}, //folder_name or app_id required //"folder_name" : "Img" "app_id":1 //optional }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Folder created successfully", "data": { "companyId": 30000000010, "userId": 10000000010, "folderName": "Img", "parentFolderId": null, "folderColor": "#000000", "folderIcon": "fas fa-folder", "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "updatedAt": "2026-01-07T02:47:46.000000Z", "createdAt": "2026-01-07T02:47:46.000000Z", "id": 3 } }
GET Private File with Signature
http://127.0.0.1:8005/api/drive/myfile/2?expires=1767724672&signature=76df6ea7c7981877acf60cddd33fdcfbc3a878aed545582967797a273d3bedd2

Headers

Name Value
Accept application/json

Query Parameters

Name Value
expires 1767724672
signature 76df6ea7c7981877acf60cddd33fdcfbc3a878aed545582967797a273d3bedd2

Request Body

{ "company_id" : {{company_id}}, "user_id" : {{user_id}} }

Authentication

Bearer Token

IMP_Inventory_apis

POST lot_store
http://imp_lara8_anirban.test/api/inventory/lot_store

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984", // ------------- //"lot_id":"", // optional (for update, leave empty for create) "warehouse_id":"473", // required "supplier_id":"5", // optional "lot_reference_number":"123456789", // optional "inbound_po_number":"25-8005", // optional "purchase_date":"2026-01-05", // optional "purchase_status":"received", // optional "other_charges":0, // optional "discount":0, // optional "notes":"test note", // optional "lot_total_qty":7, // optional "lot_total_amount":"21082.00", // optional "item_array":[ // required { //"id":123, // optional (for update lot item) "product_service_id":2095, // required "name":"GSXC180241", // required "product_category":"Condenser", // optional "product_sub_category":"AC", // optional "qty_total":"5", // optional "qty_reserved":0, // optional "qty_committed":0, // optional "qty_picked":0, // optional "avg_purchase_price":1988.85, // optional "selling_price":2818, // optional "brand":"", // optional "mrp":0, // optional "manufacture_date":"", // optional "expiry_data":"", // optional "vendor_id":"", // optional "unit_of_measure":"", // optional "item_serial_array":[ // optional { //"id":123, // optional (for update serial) "serial_number":"111111", // optional "status":0 // optional (0=available,1=reserved,2=committed,3=picked,4=sold,5=unlocated) } ] } ] }
GET lot_list
http://imp_lara8_anirban.test/api/inventory/lot_list

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984", // ------------- // "warehouse_id":123, // optional "page":1, // optional "take":100, // optional // "search":"search term", // optional "from_date":"2012-01-01", // optional "to_date":"2026-01-01" // optional // "ids":"1,2,3", // optional (comma-separated) // "filter":{ // "supplier_id":123, // optional // "purchase_date":"2021-01-01", // optional // "purchase_status":"pending", // optional // "with_items":1, // optional (0 or 1) // "deleted_type":"deleted_only" // optional (deleted_only, active_only, all) // }, // optional // "timezone":"America/New_York" // optional }
GET lot_dropdown_list
http://imp_lara8_anirban.test/api/inventory/lot_dropdown_list

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984" }
GET lot_view
http://imp_lara8_anirban.test/api/inventory/lot_view

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984", "lot_id":106 // required }
POST lot_delete
http://imp_lara8_anirban.test/api/inventory/lot_delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984", "id":106 // required (lot_id) }
POST lot_restore
http://imp_lara8_anirban.test/api/inventory/lot_restore

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984", "id":106 // required (lot_id) }
POST lot_item_delete
http://imp_lara8_anirban.test/api/inventory/lot_item_delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984", "id":969 // required (inventory_lot_item id) }
POST lot_item_serial_delete
http://imp_lara8_anirban.test/api/inventory/lot_item_serial_delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984", "id":5080 // required (inventory_lot_item_serial_number id) }
POST lot_activity_log_list
http://imp_lara8_anirban.test/api/inventory/lot_activity_log_list

Headers

Name Value
Accept application/json

Request Body

{ "company_id" : 500001290,// required "user_id" : 800002269, "role" : "company", "user_role" : "", "token" : "SERVICESEERS_EAAAEAcaEROsO6yeAPYugIlrKsouynS5f0iDnXQ", "imp_session_id" : "20859|9af74644-9fca-4fcd-b133-28c08a971984", // ------ "obj_id":"All", // optional (lot id, invoice id, etc. or "All" for all objects) "obj_name":"lot", // optional (lot, invoice, quotation, estimate, etc.) "page":1, // optional "take":10, // optional //"search":"search term", // optional "from_date":"2012-01-01", // required "to_date":"2026-01-30" // required // "ids":"1,2,3", // optional (comma-separated log ids) // "filter":{ // "deleted_type":"deleted_only", // optional (deleted_only, with_deleted, active_only) // "sort_by":"created_at_desc" // optional (created_at_asc, created_at_desc, updated_at_asc, updated_at_desc, id_asc, id_desc, custom_number_ascustom_number_desc) // }, // optional // "timezone":"America/New_York" // optional }

Roles & Permission

GET Get Features
{{base_url}}/settings/roles/get-features

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "role_id":200002 // not required while create new one }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Features fetched successfully", "data": [ { "appId": 11, "appName": "Company", "appCode": "company", "features": [ { "id": 49, "name": "List", "description": "List", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 50, "name": "Create", "description": "Create", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 1, "appName": "Contacts", "appCode": "contact", "features": [ { "id": 1, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 2, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 3, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 4, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 5, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 13, "appName": "Customer", "appCode": "customer", "features": [ { "id": 51, "name": "Customer List", "description": "List", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": true, "accessType": 1 }, { "id": 52, "name": "Customer Edit", "description": "Edit", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": true, "accessType": 1 } ] }, { "appId": 15, "appName": "Deal", "appCode": "deal", "features": [ { "id": 55, "name": "Deal List", "description": "List", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 56, "name": "Deal Create", "description": "Create", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 8, "appName": "EmailAgent", "appCode": null, "features": [ { "id": 36, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 37, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 38, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 39, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 40, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 6, "appName": "Estimate", "appCode": "estimate", "features": [ { "id": 26, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 27, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 28, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 29, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 30, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 7, "appName": "Invoice", "appCode": "invoice", "features": [ { "id": 31, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 32, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 33, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 34, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 35, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 16, "appName": "Job", "appCode": "job", "features": [ { "id": 57, "name": "Job Create", "description": "", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 58, "name": "Job List", "description": "", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 3, "appName": "Product", "appCode": "product", "features": [ { "id": 11, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 12, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 13, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 14, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 15, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 5, "appName": "Projects", "appCode": "project", "features": [ { "id": 21, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 22, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 23, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 24, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 25, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 9, "appName": "ReportAgent", "appCode": null, "features": [ { "id": 41, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 42, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 43, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 44, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 45, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 10, "appName": "Service", "appCode": "service", "features": [ { "id": 46, "name": "Service List", "description": "List", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 47, "name": "Service Create", "description": "Create", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 48, "name": "Service Update", "description": "Update", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 4, "appName": "Task", "appCode": "task", "features": [ { "id": 16, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 17, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 18, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 19, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 20, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 2, "appName": "Teams", "appCode": "team", "features": [ { "id": 6, "name": "Create", "description": "Create new records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 7, "name": "View", "description": "View record details", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 8, "name": "Update", "description": "Update existing records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 9, "name": "List", "description": "View all records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 10, "name": "Delete", "description": "Delete records", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] }, { "appId": 14, "appName": "Vendor", "appCode": "vendor", "features": [ { "id": 53, "name": "Vendor List", "description": "List", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 }, { "id": 54, "name": "Vendor Update", "description": "Update", "isActive": true, "isDefault": true, "isVisible": true, "havePermission": false, "accessType": 0 } ] } ] }
POST Save Roles & Permissions
{{base_url}}/settings/roles/save-role

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "role_name" : "Sales", "is_admin": false, "team_member_id": null, //use when to assign role to a specific team member "features" : [ { "id" : 51, "have_permission" : true, "access_type": 1 }, { "id" : 52, "have_permission" : true, "access_type": 1 } ] }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Role saved successfully", "data": { "id": 200002, "roleName": "Sales", "teamMemberId": null, "userId": null, "isAdmin": "0", "isDefault": false, "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2026-01-22T03:20:33.000000Z", "updatedAt": "2026-01-22T03:20:33.000000Z", "deletedAt": null, "permissions": [ { "id": 300001, "roleId": 200002, "masterAppFeatureId": 51, "havePermission": true, "accessType": 1, "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2026-01-22T03:20:33.000000Z", "updatedAt": "2026-01-22T03:20:33.000000Z", "deletedAt": null, "masterAppFeature": { "id": 51, "masterAppGroupId": 1, "masterAppId": 13, "name": "Customer List", "description": "List", "logo": null, "status": "1", "featureType": "list", "routeName": "customer.list", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 1, "maxPerMonth": 0, "createdAt": "2025-09-23T14:51:40.000000Z", "updatedAt": "2025-09-23T14:51:40.000000Z", "deletedAt": null } }, { "id": 300002, "roleId": 200002, "masterAppFeatureId": 52, "havePermission": true, "accessType": 1, "isActive": true, "createdBy": 10000000010, "updatedBy": 10000000010, "createdAt": "2026-01-22T03:20:33.000000Z", "updatedAt": "2026-01-22T03:20:33.000000Z", "deletedAt": null, "masterAppFeature": { "id": 52, "masterAppGroupId": 1, "masterAppId": 13, "name": "Customer Edit", "description": "Edit", "logo": null, "status": "1", "featureType": "update", "routeName": "customer.update", "isActive": true, "isDefault": true, "isVisible": true, "isNew": 0, "sortOrder": 2, "maxPerMonth": 0, "createdAt": "2025-09-23T14:52:12.000000Z", "updatedAt": "2025-09-23T14:52:12.000000Z", "deletedAt": null } } ] } }
GET Roles List
{{base_url}}/settings/roles/get-roles-list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token

Example Response

{ "success": true, "message": "Roles fetched successfully", "data": [ { "id": 200002, "roleName": "Sales", "teamMemberId": null, "userId": null, "isAdmin": false, "isDefault": false, "isActive": true, "createdDate": "January 22, 2026", "updatedDate": "January 22, 2026", "updatedHuman": "4 hours ago", "createdBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" }, "updatedBy": { "id": 10000000010, "name": "[email protected]", "email": "[email protected]", "profilePhotoUrl": "https://ui-avatars.com/api/?name=d&color=7F9CF5&background=EBF4FF" } } ] }

scheduled-tasks

GET initial-data
{{base_url}}/scheduled-tasks/initial-data

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" }

Authentication

Bearer Token
GET templates
{{base_url}}/scheduled-tasks/templates

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "task_types": "one_time" //recurring, one_time, event_driven - if not provided, all task types will be returned // "search": "Notification" }

Authentication

Bearer Token
GET list
{{base_url}}/scheduled-tasks/list

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}" // "task_type": "scheduled", // "status": "active", // "per_page": 15, // "page": 1, // "search": "task" }

Authentication

Bearer Token
GET show
{{base_url}}/scheduled-tasks/show

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 123 }

Authentication

Bearer Token
POST store
{{base_url}}/scheduled-tasks/store

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "name": "Daily Report", "task_type": "recurring", "schedule_type": "custom", "cron_expression": "0 9 * * *", "job_class": "App\\Jobs\\ScheduleWorker\\ReportGenerationJob", "is_active": true } // ---use for update only--- // { // "company_id": "{{company_id}}", // "user_id": "{{user_id}}", // "scheduled_task_id": 1, // "name": "Daily Report", // "task_type": "recurring", // "schedule_type": "custom", // "cron_expression": "0 9 * * *", // "job_class": "App\\Jobs\\ScheduleWorker\\ReportGenerationJob", // "is_active": true // }

Authentication

Bearer Token
DELETE soft-delete
{{base_url}}/scheduled-tasks/soft-delete

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 1 }

Authentication

Bearer Token
POST restore
{{base_url}}/scheduled-tasks/restore

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 1 }

Authentication

Bearer Token
POST pause
{{base_url}}/scheduled-tasks/pause

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 1 }

Authentication

Bearer Token
POST resume
{{base_url}}/scheduled-tasks/resume

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 1 }

Authentication

Bearer Token
POST cancel
{{base_url}}/scheduled-tasks/cancel

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 1 }

Authentication

Bearer Token
POST execute
{{base_url}}/scheduled-tasks/execute

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 1 }

Authentication

Bearer Token
GET executions
{{base_url}}/scheduled-tasks/executions

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 1 // "per_page": 15, // "page": 1 }

Authentication

Bearer Token
GET logs
{{base_url}}/scheduled-tasks/logs

Headers

Name Value
Accept application/json

Request Body

{ "company_id": "{{company_id}}", "user_id": "{{user_id}}", "scheduled_task_id": 1 // "level": "error", // "per_page": 15, // "page": 1 }

Authentication

Bearer Token

notifications

Test

POST broadcast-global
{{base_url}}/notifications/broadcast-global

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "title": "System notice", "message": "Scheduled maintenance tonight 2–4 AM.", "type": "info", "url": "https://example.com/announcements/1" }

Authentication

Bearer Token
POST broadcast-user
{{base_url}}/notifications/broadcast-user

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "title": "Reminder", "body": "Your report is due tomorrow." }

Authentication

Bearer Token
POST broadcast-guest
{{base_url}}/notifications/broadcast-guest

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ // Send a notification to a specific user (guest). Used by Broadcast Manager so the request "guest_user_id": "{{user_id}}", "guest_company_id": "{{company_id}}", "title": "Test notification", "body": "This is a test notification for the guest user." }

Authentication

Bearer Token
GET list
{{base_url}}/notifications/list

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "unread_only": true, "per_page": 2, "page": 1 }

Authentication

Bearer Token
PATCH read
{{base_url}}/notifications/read

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "id": "2f8decdf-e88a-48a4-bcc1-26e2212d4e58" }

Authentication

Bearer Token
POST mark-all-read
{{base_url}}/notifications/mark-all-read

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
DELETE delete
{{base_url}}/notifications/delete

Headers

Name Value
Accept application/json
Content-Type application/json

Request Body (Raw)

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "id": "2f8decdf-e88a-48a4-bcc1-26e2212d4e58" }

Authentication

Bearer Token

inventory

Batch (lot)

GET list
{{base_url}}/inventory/batch/list

Headers

Name Value
Accept application/json

Request Body

{ "companyId" : {{company_id}}, "userId": {{user_id}} }

Authentication

Bearer Token

Stripe

platform

POST customer-create (don't use it)
{{base_url}}/stripe/platform/customer/create

Headers

Name Value
Accept application/json

Request Body

{ // create stripe customer id for platform if there is no customer ID exist // by default, when any Company register on the platform, stripe customer ID automatically create, // don&#039;t need to call that API "user_id":"{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
GET customer-status
{{base_url}}/stripe/platform/customer/status

Headers

Name Value
Accept application/json

Request Body

{ // check stripe customer ID created or not for the company "user_id":"{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST subscription-pay
{{base_url}}/stripe/platform/subscription/pay

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}" // "subscription_id": 120000000018 // optional – if omitted, first active subscription with unpaid period used // "payment_method_id": "pm_xxx" // optional: saved card }

Authentication

Bearer Token
GET payment-status
{{base_url}}/stripe/platform/subscription/payment-status

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST setup-intent
{{base_url}}/stripe/platform/setup-intent

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
GET payment-methods
{{base_url}}/stripe/platform/payment-methods

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
DELETE delete-payment-method
{{base_url}}/stripe/platform/delete-payment-method

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "payment_method_id": "pm_1T4LcKFge8skeq4mLhIRWClM" }

Authentication

Bearer Token

company

Custom Account Only — KYC

GET example-update-kyc
{{base_url}}/stripe/company/custom/example-update-kyc

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
GET example-upload-document
{{base_url}}/stripe/company/custom/example-upload-document

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST kyc
{{base_url}}/stripe/company/custom/kyc

Headers

Name Value
Accept application/json

Request Body

{ // Express Dashboard login links "user_id":"{{user_id}}", "company_id": "{{company_id}}", "data":{ "businessType": "company", "businessProfile": { "name": "Example Inc.", "productDescription": "HVAC installation and maintenance services", "url": "https://example.com", "supportPhone": "+1-555-123-4567" }, "company": { "name": "Example Inc.", "address": { "line1": "123 Main St", "city": "Anytown", "state": "CA", "postalCode": "94105", "country": "US" }, "phone": "+1-555-123-4567", "taxId": "12-3456789" }, "individual": { "firstName": "John", "lastName": "Doe", "email": "[email protected]", "dob": { "day": 1, "month": 1, "year": 1990 }, "address": { "line1": "123 Main St", "city": "Anytown", "state": "CA", "postalCode": "94105", "country": "US" } } } }

Authentication

Bearer Token
POST upload-document
{{base_url}}/stripe/company/custom/upload-document

Headers

Name Value
Accept application/json

Request Body

{ // Express Dashboard login links "user_id":"{{user_id}}", "company_id": "{{company_id}}", "purpose":"identity_document" , // [ "identity_document", "additional_verification" ] "document":"@/path/to/id_front.jpg" }

Authentication

Bearer Token
GET requirements
{{base_url}}/stripe/company/custom/requirements

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST accept-tos
{{base_url}}/stripe/company/custom/accept-tos

Headers

Name Value
Accept application/json

Request Body

// Explicitly accept Stripe&#039;s Terms of Service for a Custom Connect account. // This should be called after the shop owner has confirmed acceptance in your UI. // The API will: // - Send tos_acceptance (date + IP + optional user_agent) to Stripe for the connected account. // - Persist a local copy of tos_acceptance on the StripeConnectAccount record. // ------------- // Use this endpoint when: // - Your custom onboarding flow shows an "I agree to Stripe&#039;s Terms of Service" checkbox. // - You need to record that acceptance with Stripe for compliance. { "user_id":"{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token

checkout

POST stripe-embedded
{{base_url}}/company/checkout/stripe/embedded

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}", "deposit_id" : 83000000003, "master_object_id": 23 // optional }

Authentication

Bearer Token
POST stripe-hosted
{{base_url}}/company/checkout/stripe/hosted

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}", "deposit_id" : 83000000003, "success_url": "https://app.example.com/invoices/23?payment=success", // only for frontend alert "cancel_url": "https://app.example.com/invoices/23?payment=cancelled" // only for frontend alert }

Authentication

Bearer Token
GET payment-status
{{base_url}}/company/checkout/payment-status

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}", "payment_intent_id" : "****" // comming from existing depisit show records }

Authentication

Bearer Token
POST refund (don't use now)
{{base_url}}/company/checkout/refund

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}", "payment_intent_id" : "pi_1234567890", // comming from existing depisit show records "amount": 10000 // optional: refund amount in cents (default: full amount) means 10,000 cents, which is 100.00 USD. }

Authentication

Bearer Token
GET refunds
{{base_url}}/company/checkout/refunds

Headers

Name Value
Accept application/json

Request Body

{ // this API provide you existing refund list "user_id":"{{user_id}}", "company_id": "{{company_id}}", "payment_intent_id": "pi_1234567890", // optional filter "limit": 20 // optional, default 20 }

Authentication

Bearer Token
GET payments
{{base_url}}/company/checkout/payments

Headers

Name Value
Accept application/json

Request Body

{ "user_id":"{{user_id}}", "company_id": "{{company_id}}", "master_object_id" : 23, // invoice id "limit": 10 // optional and nullable }

Authentication

Bearer Token

Preview public checkout

GET resolve
{{base_url}}/public/checkout/resolve

Headers

Name Value
Accept application/json

Request Body

{ // use that API for retreat, company ID and invoice ID "token":"*******" }

Authentication

Bearer Token
POST stripe-embedded
{{base_url}}/public/checkout/stripe/embedded

Headers

Name Value
Accept application/json

Request Body

{ "token":"*******" // "customer_email" : "[email protected]" // optional }

Authentication

Bearer Token
POST stripe-hosted
{{base_url}}/public/checkout/stripe/hosted

Headers

Name Value
Accept application/json

Request Body

{ "token": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...", "success_url": "https://your-frontend.example.com/public-invoice/123?payment=success", "cancel_url": "https://your-frontend.example.com/public-invoice/123?payment=cancelled" // "customer_email": "[email protected]" // optional, can be omitted }

Authentication

Bearer Token
GET account-types
{{base_url}}/stripe/company/account-types

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST connect
{{base_url}}/stripe/company/connect

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "account_type": "standard", "country": "US", "email": "[email protected]" }

Authentication

Bearer Token
POST onboarding-url
{{base_url}}/stripe/company/onboarding-url

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}", "return_url": "https://wxdevanirban.test/dev-tools/stripe-connect-tester?action=return", "refresh_url": "https://wxdevanirban.test/dev-tools/stripe-connect-tester?action=refresh" }

Authentication

Bearer Token
GET account-status
{{base_url}}/stripe/company/account-status

Headers

Name Value
Accept application/json

Request Body

{ "user_id": "{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST refresh-status
{{base_url}}/stripe/company/refresh-status

Headers

Name Value
Accept application/json

Request Body

{ // call that api after 30 mins "user_id":"{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST dashboard-link (Express Dashboard login links)
{{base_url}}/stripe/company/dashboard-link

Headers

Name Value
Accept application/json

Request Body

{ // Express Dashboard login links "user_id":"{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token
POST disconnect
{{base_url}}/stripe/company/disconnect

Headers

Name Value
Accept application/json

Request Body

{ // Express Dashboard login links "user_id":"{{user_id}}", "company_id": "{{company_id}}" }

Authentication

Bearer Token