Developer Portal

Welcome
to Developer Portal

These developer pages are designed for those interested in developing and integrating third party applications with the Online Lead Portal ecosystem.

Custom Development for your CRM

Build custom solutions to manage enterprise operations

Don't let IT and development challenges bog down your Business. Online Lead Portal CRM's developer platform offers the right mix of low-code and pro-code tools for you to automate work, integrate data across your enterprise stack, and create custom solutions for web and mobile.

REST API

Connect customer data from every source

Use Online Lead Portal CRM's REST APIs and SDKs to unify existing customer data from across different applications and databases. Capture every customer interaction, enhance your workflows with additional data, and maintain a single point of truth. Your customers expect personalized engagement and your sales teams need all the information they can get to create a memorable experience.

Learn more
Deluge Functions

Act on data with Deluge functions

Allow developers to write serverless, event-driven Deluge code that acts on your Online Lead Portal CRM data while running on the same infrastructure that manages your Online Lead Portal CRM data and configuration. Monitor function performance and failures from a dedicated dashboard and deploy with a single click.

Learn more
Button My Functions Gallery CustomizationAutomationData Administration Setup MarketplaceDeveloper Space ImportExportRemove sample dataStorageRecycle BinAudit LogSandbox APIsWidgetsFunctionsCRM VariablesWebforms All Listed below are the functions available for your organization. These functions can be associated to the various features only from the respective places NAME PLACE REST API Search Functions ApiKey ApiKey OAuth2 OAuth2 Quote from dealExecute this custom function to create a new quote from a ... Create New Function Associated SalesInbox Home Feeds Leads Accounts Contacts Deals Projects Update All Sales Orders Create Function Deluge Tasks string UpdateSalesOrder() Serverless function to periodically update all of Zylker’s sales orders. BASIC set variable add comment CONDITION NOTIFICATIONS info if else if else send mail send sms Cancel Save Help Save & Execute Script 1234567891011121314151617181920 {soIdStr = input.soId.toString();salesorderDetails = Online Lead Portal.crm.getRecordById(”SalesOrders”, input.soId.toLong());salesorderproductDet = if null(salesorderDetails.get(”product”),””);salesorderproductList = salesorderprodcutDet.toJSONList();salesorderpdlist = List();salesorderquantlist = List();for each salesordereachProd in salesorderproductList{salesordereachProdDet = salesordereachProd.toMap();salesorderproname = if null(salesordereachProdDet.get(”product Name”),””);salesorderquant = if null(salesordereachProdDet.get(”Quantity”),””);salesorderpdlist.add(salesorderproname);salesorderquantlist.add(salesorderquant);}quoteDetails = Online Lead Portal.crm.getRecordById(”Quotes”, input.quoteId.toLong());quoteproductDet = if null(quoteDetails.get(”product”),””);quoteproductList = quoteproductDet.toJSONList();quotepdlist = List();quotequantlist = List(); edit arguments
Widgets

Embed Widgets into Online Lead Portal CRM's native interface

Extend your Online Lead Portal CRM account's user interface by seamlessly connecting widget applications that act on Online Lead Portal CRM data and workflows in real-time. Use Online Lead Portal CRM's Widget SDK to build UI components with any open source web technology and contextually place them within Online Lead Portal CRM's pages, layouts, or buttons.

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Timeline RELATED LIST Info Zillow Property Info Initiate Refund LINKS Send SMS Edit Convert Send Email SHOW DETAILS Zillow Listings Address1533 Ballinger StPittsburgh PA 152103 beds, 2.5 baths, 1491 sqft Pictures FactsLot :Type :Year Built :Total Views : Property Details Zestimate Comparable Homes Zillow Search Map 10000SingleFamily19900 Mr. Felix Hirpara - Chapman OX Lead OwnerEmailPhoneMobileLead Status Amelia BurrowsFelix-hirpara@cox.net Add Tags SalesInbox Home Feeds Leads Accounts Contacts Deals Projects 202-555-0191 (717) 469-9327 Attempted to Contact
Mobile and Web SDK

Develop modern apps for web and mobile

Build role-specific apps for your customers, field teams, and employees and handle their specialized demands. Use Online Lead Portal CRM as your app's backend and let it sync and act on data in real-time without worrying about infrastructure or scaling needs. Easily control the deployment and distribution of these apps by either privately sharing it to users or publishing them publicly for everyone to access.

Learn more Mobile CRM app for SFA - Online Lead Portal CRM
Developer Edition

Let your developers learn on the job

The best way to train your developers and employees on Zoho CRM is to let them actually use it. The fully featured free Developer Edition is the perfect environment for users to learn their way around Zoho CRM's configuration, data model, and developer tools without risking access to any of your production data.

Learn more
Sandbox

Collaborate and deploy changes with confidence

Check and track every change with 100% accuracy. Protect your production data and precious customer information from third-party developers while allowing them to work with your Zoho CRM meta data. Zoho CRM's sandbox gives administrators granular control over the changes they want to deploy while also enabling them to test every change before pushing them live.

Learn more
ButtonsGet Clearbit InfoEmail Templates Added : 11 Updated : 4 Deleted : 2 Total changes : 16 COMPONENTS & ITEM Deploy changes to Production All Accounts LeadsContacts Contacts MODULE All Added Added UpdatedUpdated ACTION All Aug 12, 2019 Aug 12, 2019 Aug 12, 2019 Aug 12, 2019 DATE Today GDPR ConsentHoliday Greetings Fields Partner Type Layouts CHANGE SET DEPLOYMENT LOGS Zylker's Sandbox Refresh Sandbox Go to Sandbox USER All LINKED Start Deployment Check Dependency Total changes: 5 View Results Push Changes Only qualified changes will be pushed to production.Once the changes have been deployed to the production account, you will not be able to undo this action. 2 Qualified 3 Conflicted Cancel Yes, Proceed

Overview


Welcome to Online Lead Portal API!

All of Online Lead Portal’s APIs are organized around REST. If you’ve used RESTful APIs before, many of the concepts here will be familiar to you. Each resource has a unique URL, and HTTP verbs are used to specify actions you want to perform on each resource. All request and response bodies, including errors, are encoded in JSON.

Here’s what you can do with our APIs –

API Version

We release new versions when we make backwards-incompatible changes to our APIs. The current version of our APIs is v2, so the base URL will always look something like this –

https://<your API host>/v2/

HTTP Methods

We support 2 standard HTTP methods – GET and POST.

GET: Used to read/retrieve a resource.

POST: Used to create or update a resource.

In certain cases, we use the GET and POST methods a little differently. For example, we use POST for advanced searches, quick searches etc. The method you need to use is clearly laid out in the API URL section for each API call –

What’s Next?

Read up on our API host documentation.

API Host


Your API host is dependent on the region your account was created. It could be one of the following –

To find your API host, navigate to My Account>Settings>API and Webhooks. –

Alternatively, you can find your Online Lead Portal API host, using the User Authentication API.

Note: You must use the correct API host to make successful calls. If you use an incorrect host you’ll get a ‘401 Unauthorized’ error. The correct API host will be mentioned in the error message. For example, if you’re in the US region and you’re using the Indian region API host, you’ll see the following error message –

“Invalid API host provided. Please use `<api-us11.onlineleadportal.com>` as API host instead of `<api-in21.onlineleadportal.com>`.”

What’s Next?

Read up on how to Authenticate your API calls.

Authentication


API Keys

Every API call requires you to pass the accessKey and secretKey associated with your account. There are 2 ways in which you can pass these values –

  1. In the API URL (query string)
    • For example, https://{host}/v2/LeadManagement.svc/Lead.Capture?accessKey=AccessKey&secretKey=SecretKey
  2. As API headers as follows
    • x-LSQ-AccessKey – <AccessKey>
    • x-LSQ-SecretKey – <SecretKey>

For better security, we recommend you use method 2., and pass the keys as headers.

Any action performed using APIs uses the credentials of the user whose keys are passed.

These keys are unique for every user and carry many privileges, so be sure to keep them secret! Don’t share your secret API keys in publicly accessible areas or in any client-side code.

All API requests must be made over HTTPS. Calls made using plain HTTP will fail.

The accessKey and secretKey can be obtained from the My Account>Settings>API and Webhooks section –

Note:

What’s Next?

To help you quickly test the APIs and integrate we’ve written some sample code.

Sample Code


Testing your API Calls

You can test your API calls with raw JSON input through a TRY IT button on each API page. Verify the API calls before you use them and look at the responses to see how you can handle the API call result.

Sample Code

We’ve included sample code for each API to help you get started with Online Lead Portal faster. Only PHP is currently available but our community of developers is working on releasing other languages shortly.

1. Click the Try IT button alongside any API as shown above

2. In API testing pop-up, enter your Access Key and Secret Key, then click Submit.

3. Once you get a successful response, a Code button will appear on the top left side of the pop-up. Click it to open the sample code generator.

4. Choose your preferred programming language, then click Copy. You can now paste the code in your client.

What’s Next?

Check out our documentation on Error Handling and Logging API calls.

Success

{
"access_token": "2a407cfcfdf8920242fd6dc7e5f83c86374ef925",
"expires": 1520280067,
"expires_in": 3600,
"refresh_token": "9ca0e1e99ae3eae136a2bd98fc9c1534ea928ed3",
"scope": "profile.default.read channels.default.read chat.default.read stream.default.read",
"token_type": "Bearer",
"accessToken": "2a407cfcfdf8920242fd6dc7e5f83c86374ef925",
"accessTokenExpiresIn": 3600,
"accessTokenExpiresAt": "2018-03-05T20:01:07.215Z",
"accessTokenExpiresEpoch": 1520280067,
"refreshToken": "9ca0e1e99ae3eae136a2bd98fc9c1534ea928ed3",
"refreshTokenExpiresIn": 31536000,
"refreshTokenExpiresAt": "2019-03-05T19:01:07.215Z",
"refreshTokenExpiresEpoch": 1551812467,
"scopeJson": [
"profile.default.read",
"channels.default.read",
"chat.default.read",
"stream.default.read"
],
"tokenType": "Bearer"
}

Error Handling


Response Codes

If an API call is successful, it returns a “200 OK” response. If there is an exception, an error code along with an exception message is returned. Here is the list of response codes and their meaning –

Response Code Description
200 OK This is the status code for successful API call. Check the message body to find JSON data if the API call is expected to return a result.
401 Unauthorized The API call was made with invalid access credentials. Check your accessKey and secretKey.
400 Bad Request The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.
404 Not Found The API could not be found. Please check the API signature (syntax).
500 Internal Server Error The API called failed. There could be many reasons for it. Check the exception message to get more details.

In the case of a 500 Internal Server Error, a JSON response body which will provide information about the error also appears.

Below is an example of an error when a mandatory parameter of an API call is not being passed.

{
"Status":"Error",
"ExceptionType":"MXMandatoryAttributeMissingException",
"ExceptionMessage":"'leadId' is mandatory for updating lead"
}
Logging API calls

We strongly recommend that you log all API calls and their results while working on the integration with Online Lead Portal. Maintain a log file as part of your application and log the API signature (you may strip the API keys) along with any API URL parameters and request body (JSON). Log the API response code. In case of an error, log the JSON body of the error message. Once your integration is stable you can reduce the level of logging and log only API name (signature), response code and error message if any.

You can also view the logs of all your API calls in the Online Lead Portal web application. This includes successful responses, as well as errors (provided the access key and secret key are correct). To access the logs,

  1. Log-in to the Online Lead Portal application and navigate to My Profile>Settings>API and Webhooks>API logs.
  2. Use the search bar, or filter by API type, status, and date range.
  3. To view data that was retrieved or posted, under the Actions columns, hover your cursor over the settings icon, then click View Data.
Note:
  • We only display 1000 logs at a time. Use appropriate filters to get a smaller set of results.
  • ​We only keep logs of the previous 30 days.
  • While searching, you can set a time range of a maximum of 7 days.

You can also export the logs to a CSV file – hover your cursor over the Actions menu, and click Export Logs. You can only export up to 1000 results.

DateTime Format

Please note that the DateTime format for all date fields is “yyyy-MM-dd HH:mm:ss”.

  • The date should always be in UTC. You’ll have to convert the DateTime from your time-zone to UTC.
  • The time is in 24-hour format and there is a space between date and time.

For example,“2018-10-05 14:34:53” is a valid value that represents 5th Oct 2018, 2:34:53 PM in UTC.

Note: Date-time fields returned in the API response will contain milliseconds and have the format “yyyy-MM-dd HH:mm:ss.SSS”. However, the date-time format accepted for all input/update calls is “yyyy-MM-dd HH:mm:ss” (must not contain milliseconds).

{
"Status": "Error",
"ExceptionType": MXMandatoryAttributeMissingException,
"ExceptionMessage": 'leadId' is mandatory for updating lead,
}

Lead Management


The Leads resource represents individuals or organizations that express interest in your products or services. Our Lead APIs provide a large set of capabilities around simple CRUD applications against lead records.

We recommend that –

  1. You first look at the Get Meta Data API to understand the schema structure, permissions and properties of each lead field.
  2. You integrate the Capture Leads API as it combines the power of multiple APIs (create, update, convert a visitor, etc) to give you a complete solution. However, you can also integrate the create and update lead APIs as per your use case.
 Create Retrieve Update  Delete
Capture Leads
Convert, create and update leads from your leads sources.
Get Metadata
Retrieve the properties of all lead fields.
Update a Lead
Update an existing lead.
Delete a Lead
Delete one of your leads.
Convert a Visitor to a Lead
Convert a tracked website visitor to a lead.
Get a Lead Field’s Properties
Retrieve the properties of a specific lead field.
Update Leads in Bulk
Update a single lead field for up to 50 leads.
Reset a Lead
Deletes (resets) the selected custom activities on a lead.
Create a Lead
Create a new lead.
Get a Lead by Id
Retrieve a lead by “LeadId”.
Update Leads in Bulk v2
Update multiple fields for multiple leads at a go.
Delete a Lead’s Stage Change History
Deletes the history of stage changes for a lead.
Create Leads in Bulk
Create up to 50 leads at once.
Get Leads in Bulk by Ids
Retrieve multiple leads by passing Ids and columns you want displayed.
Merge Leads
Merge two leads.
Delete a Note
Delete a lead’s note.
Create or Update a Lead
Create a new lead or update an existing one.
Get a Lead by Email
Retrieve a lead by email address.
Mark Lead Invalid
Mark a lead’s email invalid.
Create or Update Leads in Bulk
Create or update up to 25 leads at once.
Get a Lead by Phone
Retrieve a lead by phone number.
Mark Lead Valid
Mark a lead’s email valid.
Create a Custom Lead Field
Create a custom field you want to capture for your leads.
Quick Search Leads
Retrieve leads by quick search.
Update a Note
Update an existing note.
Create a Lead and Activity
Create a lead and post an activity at the same time.
Search Leads by Criteria
Define criteria to retrieve leads.
Update Mailing Preferences
Exclude a lead from certain emails.
Create a Note
Create a note and attach a file to a lead.
Get Leads by Date Range
Retrieve leads updated between certain dates.
Add Values to Lead Drop-down Field
Add one or more new values to a lead drop-down field.
Get Details of a Lead Owner
Specify a lead using any identifier and get the owner’s details.
Remove Values from a Lead Drop-down Field
Remove one or more existing values from a lead drop-down field.
Get a Lead’s Notes
Retrieve all notes associated with a lead.
Get Info on Merged Child Leads
Get details of child leads merged through lead merge actions.

Capture Leads


This is a generic API to capture leads from your lead sources. The API creates or updates leads based on the data provided in the JSON body.

This API essentially combines the power of four APIs – Lead.Create, Lead.Update, Lead.Convert, Lead.CreateOrUpdate. It saves you from writing any code to handle duplicates records.

Note: To ensure more reliable lead capture, see Async API. Async API ensures zero leakage and peak usage protection.

How it Works
  • If you don’t pass any of ProspectId, EmailAddress, Phone then a new Lead is created.
  • If you pass one or more of ProspectId, EmailAddress, Phone then we try to find a matching lead first based on ProspectId, then on EmailAddress and then on Phone. ProspectId will be given priority over EmailAddress when both of them are passed.
  • If ProspectId matches with an anonymous visitor (which is not yet converted to Lead) then a new Lead is created (leadid is the same as the ProspectId in this case). Refer the note below on Note on Anonymous Visitor Tracking.
  • If ProspectId matches with an existing Lead and the EmailAddress provided does not match, then a new lead is created.
  • If ProspectId matches with an existing Lead and the EmailAddress is not provided,  lead is updated.
  • If ProspectId and Email both match with an existing Lead,  the lead is updated.
  • If ProspectId does not match but EmailAddress matches, the lead is updated.
  • If No match is found with ProspectId, Email or Phone then new Lead is created.
  • If you are passing the same Lead Details for the second time, then the Lead Source is not updated
  • If you specify “SearchBy” attribute in the JSON body, then the priority will be given to “SearchBy” attribute.[Using “SearchBy”  you can match by phone number or email address.]
  • If you pass all of this ProspectId, EmailAddress, Phone and SearchBy attribute then SearchBy will be ignored.

SearchBy attribute search if any lead exists with the provided value. If exist it will update the lead

Note: Source related fields will be captured in repeated Capture Lead calls.

In all successful (where lead is created or updated) scenarios*, a Lead Capture activity is posted to the Lead so you get to see the log of creation and resubmissions events.

* The lead capture activity is also captured in case the duplicate lead exception is thrown by the API. The lead capture event, in this case, will be posted on the existing lead against which the duplicate lead creation request is being attempted.

Note on Anonymous Visitor Tracking

Online Lead Portal tracks each unique web visitor – even who have not converted to lead – using a tracking Id.  Using this Id, Online Lead Portal knows the lead source, visitor’s website behaviour, location etc. This tracking Id is available using a JavaScript variable called MXCProspectId.  You can verify if your visitors are being tracked by looking for MXCProspectId variable in Console of your browser as shown below. If you see a unique value after you type MXCProspectId , it means that unknown visitors are being tracked.

MXCProspectId

You should get MXCProspectId on your webpage using custom JavaScript code. This MXCProspectId should be passed as ProspectId in the JSON body of Lead.Capture API if you intend to convert an existing visitor to a Lead.

API URL
https://{host}/v2/LeadManagement.svc/Lead.Capture?accessKey=AccessKey&secretKey=SecretKey
Request

JSON Body/Payload

Content-Type: application/json

[
    {
    "Attribute":"FirstName",
    "Value":"Bret"
    },
    {
    "Attribute":"LastName",
    "Value":"Lee"
    },
    {
    "Attribute":"EmailAddress",
    "Value":"bret.lee@australia.com"
    },
    {
    "Attribute":"Phone",
    "Value":"8888888888"
    },
    {
    "Attribute":"ProspectID",
    "Value":"xxxxxxxx-d168-xxxx-9f8b-xxxx97xxxxxx"
    },
    {
    "Attribute":"SearchBy",
    "Value":"Phone"
    }
]

JSON Properties

Parameter Description
Attribute

Schema name of the Lead field. To get Schema name for all Lead fields use LeadsMetaData API.

Value

Value assigned to the given attribute.

Response

200 OK
Content-Type: application/json
{
"Status":"Success",
"Message": {
"Id":"81827031-5751-4405-8c8c-b659b12fd858",
"RelatedId":"985f8747-72f9-4123-9af3-c76d5b462617",
"IsCreated":true
}
}
HTTP Response Code
Code Description
200 OK

This is the status code for successful API call.

401 Unauthorized

The API call was made with invalid access credentials. Check your AccessKey and SecretKey.

400 Bad Request

The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.

404 Not Found

The API could not be found. Please check the API signature.

429 Too Many Requests

API calls exceeded the limit of 25 in 5 second(s)

500 Internal Server Error

The API called failed. There could be many reasons for it. Check the exception message to get more details.

API URL

https://{host}/v2/LeadManagement.svc/Lead.Capture?accessKey=AccessKey&secretKey=SecretKey

Request

[
{
"Attribute": "FirstName",
"Value": "Bret"
},
{
"Attribute": "LastName",
"Value": "Lee"
},
{
"Attribute": "EmailAddress",
"Value": "bret.lee@australia.com"
},
{
"Attribute": "Phone",
"Value": "8888888888"
},
{
"Attribute": "ProspectID",
"Value": "xxxxxxxx-d168-xxxx-9f8b-xxxx97xxxxxx"
},
{
"Attribute": "SearchBy",
"Value": "Phone"
},
]

Response

{
"Status": "Success",
"Message": {
"Id": "81827031-5751-4405-8c8c-b659b12fd858",
"RelatedId": "985f8747-72f9-4123-9af3-c76d5b462617",
"IsCreated": true
},
}

Get Metadata


Returns the properties of all lead fields. Use this API to –

  • Understand the schema structure of each lead field (for both system and custom fields).
  • Get the permissions and properties associated with each lead field.

Note:

  • The API output may be very large due to dropdown values in fields. You can pass an optional parameter excludeOptionSets=1 in the API URL if you don’t need to retrieve dropdown values. This will improve the API performance.
  • You can also find the schema names of system and custom lead fields on the onlineleadportal UI by navigating to My Account>Settings>Customization>Lead Fields.
API URL
https://{host}/v2/LeadManagement.svc LeadsMetaData.Get?accessKey=AccessKey&secretKey=SecretKey
Response

200 OK

Content-Type: application/json

[
    {
        "Entity": "1",
        "SchemaName": "mx_WebinarID",
        "DisplayName": "WebinarID",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "b9e4744f-3c53-11e6-b61b-22000aa8e760",
        "Name": "WebinarID",
        "Description": "WebinarID",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1467024098000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1467024098000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_ServiceProvider4",
        "DisplayName": "ServiceProvider4",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "b587a382-36bf-11e6-b61b-22000aa8e760",
        "Name": "ServiceProvider4",
        "Description": "ServiceProvider4",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410769000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410769000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_ServiceProvider3",
        "DisplayName": "ServiceProvider3",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "709ed56c-36be-11e6-b61b-22000aa8e760",
        "Name": "ServiceProvider3",
        "Description": "ServiceProvider3",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410224000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410224000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_ServiceProvider2",
        "DisplayName": "ServiceProvider2",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "66397656-36be-11e6-b61b-22000aa8e760",
        "Name": "ServiceProvider2",
        "Description": "ServiceProvider2",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410206000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410206000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_ServiceProvider1",
        "DisplayName": "ServiceProvider1",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "511941ca-36be-11e6-b61b-22000aa8e760",
        "Name": "ServiceProvider1",
        "Description": "ServiceProvider1",
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        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "LinkedInId",
        "DisplayName": "LinkedIn",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e247a62-21d6-11e6-b61b-22000aa8e760",
        "Name": "LinkedInId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "SkypeId",
        "DisplayName": "Skype Name",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "100",
        "EntityAttributeId": "7e247bba-21d6-11e6-b61b-22000aa8e760",
        "Name": "SkypeId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "GTalkId",
        "DisplayName": "Gtalk User",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "100",
        "EntityAttributeId": "7e247d0b-21d6-11e6-b61b-22000aa8e760",
        "Name": "GTalkId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "GooglePlusId",
        "DisplayName": "Google Plus",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e247e53-21d6-11e6-b61b-22000aa8e760",
        "Name": "GooglePlusId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "PhotoUrl",
        "DisplayName": "Photo Url",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e247f9b-21d6-11e6-b61b-22000aa8e760",
        "Name": "PhotoUrl",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    }
]

HTTP Response Code

Code Description
200 OK

This is the status code for successful API call.

401 Unauthorized

The API call was made with invalid access credentials. Check your AccessKey and SecretKey.

400 Bad Request

The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.

404 Not Found

The API could not be found. Please check the API signature.

429 Too Many Requests

API calls exceeded the limit of 25 in 5 second(s)

500 Internal Server Error

The API called failed. There could be many reasons for it. Check the exception message to get more details.

API URL
https://{host}/v2/LeadManagement.svc LeadsMetaData.Get?accessKey=AccessKey&secretKey=SecretKey
Response

200K Content-Type: application/json

[
    {
        "Entity": "1",
        "SchemaName": "mx_WebinarID",
        "DisplayName": "WebinarID",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "b9e4744f-3c53-11e6-b61b-22000aa8e760",
        "Name": "WebinarID",
        "Description": "WebinarID",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1467024098000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1467024098000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_ServiceProvider4",
        "DisplayName": "ServiceProvider4",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "b587a382-36bf-11e6-b61b-22000aa8e760",
        "Name": "ServiceProvider4",
        "Description": "ServiceProvider4",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410769000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410769000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_ServiceProvider3",
        "DisplayName": "ServiceProvider3",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "709ed56c-36be-11e6-b61b-22000aa8e760",
        "Name": "ServiceProvider3",
        "Description": "ServiceProvider3",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410224000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410224000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_ServiceProvider2",
        "DisplayName": "ServiceProvider2",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "66397656-36be-11e6-b61b-22000aa8e760",
        "Name": "ServiceProvider2",
        "Description": "ServiceProvider2",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410206000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410206000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_ServiceProvider1",
        "DisplayName": "ServiceProvider1",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "511941ca-36be-11e6-b61b-22000aa8e760",
        "Name": "ServiceProvider1",
        "Description": "ServiceProvider1",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410171000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410171000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_Priority5",
        "DisplayName": "Priority5",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "0b924c5d-36be-11e6-b61b-22000aa8e760",
        "Name": "Priority5",
        "Description": "Priority5",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410054000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410054000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_Priority4",
        "DisplayName": "Priority4",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "ffc32775-36bd-11e6-b61b-22000aa8e760",
        "Name": "Priority4",
        "Description": "Priority4",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410034000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410034000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_Priority3",
        "DisplayName": "Priority3",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "f45e5eb1-36bd-11e6-b61b-22000aa8e760",
        "Name": "Priority3",
        "Description": "Priority3",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466410015000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466410015000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_Priority2",
        "DisplayName": "Priority2",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "e7b6d118-36bd-11e6-b61b-22000aa8e760",
        "Name": "Priority2",
        "Description": "Priority2",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466409994000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466409994000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_Priority1",
        "DisplayName": "Priority1",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "bb4638eb-36bd-11e6-b61b-22000aa8e760",
        "Name": "Priority1",
        "Description": "Priority1",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466409920000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466409920000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_HiringVolume3",
        "DisplayName": "HiringVolume3",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "a36f30e6-36bd-11e6-b61b-22000aa8e760",
        "Name": "HiringVolume3",
        "Description": "HiringVolume3",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466409880000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466409880000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_HiringVolume2",
        "DisplayName": "HiringVolume2",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "94f17386-36bd-11e6-b61b-22000aa8e760",
        "Name": "HiringVolume2",
        "Description": "HiringVolume2",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466409855000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1466409855000+0000)/",
        "OwnerIdName": "swesh kumar",
        "CreatedByName": "swesh kumar",
        "ModifiedByName": "swesh kumar",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "mx_HiringVolume1",
        "DisplayName": "HiringVolume1",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "2147483647",
        "EntityAttributeId": "6b0bc70a-36bd-11e6-b61b-22000aa8e760",
        "Name": "HiringVolume1",
        "Description": "HiringVolume1",
        "EntityAttributeType": 2,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "RangeMin": "-2147483648",
        "ShowInImport": true,
        "ValidationMessage": "Invalid data",
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1466409785000+0000)/",
        "ModifiedBy": "7cf19f34-21d6-11e6-8091-02b01d637af7",
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            {
                "Value": "Afghanistan"
            },
            {
                "Value": "Albania"
            },
            {
                "Value": "Algeria"
            },
            {
                "Value": "Andorra"
            },
            {
                "Value": "Angola"
            },
            {
                "Value": "Antigua and Barbuda"
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            {
                "Value": "Argentina"
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            {
                "Value": "Armenia"
            },
            {
                "Value": "Australia"
            },
            {
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            {
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            },
            {
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            {
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            {
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            {
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            {
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            {
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            {
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            {
                "Value": "Burma"
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                "Value": "Burundi"
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            {
                "Value": "Cambodia"
            },
            {
                "Value": "Cameroon"
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            {
                "Value": "Canada"
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            {
                "Value": "Cape Verde"
            },
            {
                "Value": "Central African Republic"
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            {
                "Value": "Chad"
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            {
                "Value": "Chile"
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            {
                "Value": "China"
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            {
                "Value": "Colombia"
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            {
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            {
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            {
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            {
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            {
                "Value": "Cote dIvoire"
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            {
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            {
                "Value": "Cuba"
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            {
                "Value": "Cyprus"
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            {
                "Value": "Czech Republic"
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            {
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            {
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            },
            {
                "Value": "Dominica"
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            {
                "Value": "Dominican Republic"
            },
            {
                "Value": "East Timor (see Timor-Leste)"
            },
            {
                "Value": "Ecuador"
            },
            {
                "Value": "Egypt"
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            {
                "Value": "El Salvador"
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            {
                "Value": "Equatorial Guinea"
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            {
                "Value": "Eritrea"
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            {
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            {
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            {
                "Value": "Fiji"
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            {
                "Value": "Finland"
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            {
                "Value": "France"
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            {
                "Value": "Gabon"
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            {
                "Value": "Gambia, The"
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            {
                "Value": "Georgia"
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            {
                "Value": "Germany"
            },
            {
                "Value": "Ghana"
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            {
                "Value": "Greece"
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            {
                "Value": "Grenada"
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            {
                "Value": "Guatemala"
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            {
                "Value": "Guinea"
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            {
                "Value": "Guinea-Bissau"
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            {
                "Value": "Guyana"
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            {
                "Value": "Haiti"
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            {
                "Value": "Holy See"
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            {
                "Value": "Honduras"
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            {
                "Value": "Hong Kong"
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            {
                "Value": "Hungary"
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            {
                "Value": "Iceland"
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            {
                "Value": "India"
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            {
                "Value": "Indonesia"
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            {
                "Value": "Iran"
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            {
                "Value": "Iraq"
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            {
                "Value": "Ireland"
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            {
                "Value": "Israel"
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            {
                "Value": "Italy"
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            {
                "Value": "Jamaica"
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            {
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            {
                "Value": "Jordan"
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            {
                "Value": "Kazakhstan"
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            {
                "Value": "Kenya"
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            {
                "Value": "Kiribati"
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                "Value": "Korea, South"
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                "Value": "Kosovo"
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                "Value": "Laos"
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                "Value": "Liechtenstein"
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            {
                "Value": "Macau"
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            {
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            {
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            {
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            {
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            {
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            {
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            {
                "Value": "Mexico"
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            {
                "Value": "Micronesia"
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            {
                "Value": "Moldova"
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            {
                "Value": "Monaco"
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            {
                "Value": "Mongolia"
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            {
                "Value": "Montenegro"
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            {
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            {
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            {
                "Value": "Nauru"
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            {
                "Value": "Nepal"
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            {
                "Value": "Netherlands"
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            {
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            {
                "Value": "New Zealand"
            },
            {
                "Value": "Nicaragua"
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                "Value": "Niger"
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            {
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            },
            {
                "Value": "North Korea"
            },
            {
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            {
                "Value": "Oman"
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            {
                "Value": "Pakistan"
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            {
                "Value": "Palau"
            },
            {
                "Value": "Palestinian Territories"
            },
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                "Value": "Panama"
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            {
                "Value": "Paraguay"
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            {
                "Value": "Peru"
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            {
                "Value": "Philippines"
            },
            {
                "Value": "Poland"
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            {
                "Value": "Portugal"
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            {
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            {
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            {
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                "Value": "Senegal"
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            {
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            {
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            {
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        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "FirstLandingPageSubmissionId",
        "DisplayName": "First Landing Page Submission Id",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "7e18b198-21d6-11e6-b61b-22000aa8e760",
        "Name": "FirstLandingPageSubmissionId",
        "RenderTypeTextValue": "Textbox",
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        "AllowMultiple": true,
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        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "FirstLandingPageSubmissionDate",
        "DisplayName": "First Landing Page Submission Date",
        "DataType": "Date",
        "IsMandatory": true,
        "MaxLength": "50",
        "EntityAttributeId": "7e18b2d2-21d6-11e6-b61b-22000aa8e760",
        "Name": "FirstLandingPageSubmissionDate",
        "RenderType": 12,
        "RenderTypeTextValue": "Datetime",
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        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "SourceContent",
        "DisplayName": "Source Content",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e18b3fe-21d6-11e6-b61b-22000aa8e760",
        "Name": "SourceContent",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
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        "IsSearchable": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "ShowInImport": true,
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        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
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        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "ProspectActivityName_Max",
        "DisplayName": "Last Activity",
        "DataType": "Number",
        "IsMandatory": true,
        "MaxLength": "50",
        "EntityAttributeId": "7e18b5ec-21d6-11e6-b61b-22000aa8e760",
        "Name": "ProspectActivityName_Max",
        "RenderTypeTextValue": "Textbox",
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        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "ProspectActivityDate_Max",
        "DisplayName": "Last Activity Date",
        "DataType": "Date",
        "IsMandatory": true,
        "MaxLength": "50",
        "EntityAttributeId": "7e18ced4-21d6-11e6-b61b-22000aa8e760",
        "Name": "ProspectActivityDate_Max",
        "RenderType": 12,
        "RenderTypeTextValue": "Datetime",
        "IsVisible": true,
        "AllowMultiple": true,
        "ShowInImport": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
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        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "EngagementScore",
        "DisplayName": "Engagement Score",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "7e18d05e-21d6-11e6-b61b-22000aa8e760",
        "Name": "EngagementScore",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsReadOnly": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "ShowInImport": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
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        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "Origin",
        "DisplayName": "Lead Origin",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "7e18d1db-21d6-11e6-b61b-22000aa8e760",
        "Name": "Origin",
        "EntityAttributeType": 1,
        "RenderType": 1,
        "RenderTypeTextValue": "TextArea",
        "IsVisible": true,
        "IsSearchable": true,
        "AllowMultiple": true,
        "ShowInImport": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
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        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "Revenue",
        "DisplayName": "Order Value",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "7e18d311-21d6-11e6-b61b-22000aa8e760",
        "Name": "Revenue",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsReadOnly": true,
        "IsSearchable": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "ShowInImport": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "QualityScore01",
        "DisplayName": "Lead Quality",
        "DataType": "Number",
        "IsMandatory": false,
        "MaxLength": "50",
        "EntityAttributeId": "7e19d4c4-21d6-11e6-b61b-22000aa8e760",
        "Name": "QualityScore01",
        "Description": "QualityScore01",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "IsReadOnly": true,
        "IsSearchable": true,
        "AllowMultiple": true,
        "ShowInImport": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 2,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "TwitterId",
        "DisplayName": "Twitter",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e2475e2-21d6-11e6-b61b-22000aa8e760",
        "Name": "TwitterId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "FacebookId",
        "DisplayName": "Facebook",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e2478d2-21d6-11e6-b61b-22000aa8e760",
        "Name": "FacebookId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
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        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "LinkedInId",
        "DisplayName": "LinkedIn",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e247a62-21d6-11e6-b61b-22000aa8e760",
        "Name": "LinkedInId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
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        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "SkypeId",
        "DisplayName": "Skype Name",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "100",
        "EntityAttributeId": "7e247bba-21d6-11e6-b61b-22000aa8e760",
        "Name": "SkypeId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "GTalkId",
        "DisplayName": "Gtalk User",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "100",
        "EntityAttributeId": "7e247d0b-21d6-11e6-b61b-22000aa8e760",
        "Name": "GTalkId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "GooglePlusId",
        "DisplayName": "Google Plus",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e247e53-21d6-11e6-b61b-22000aa8e760",
        "Name": "GooglePlusId",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": true,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    },
    {
        "Entity": "1",
        "SchemaName": "PhotoUrl",
        "DisplayName": "Photo Url",
        "DataType": "Text",
        "IsMandatory": false,
        "MaxLength": "200",
        "EntityAttributeId": "7e247f9b-21d6-11e6-b61b-22000aa8e760",
        "Name": "PhotoUrl",
        "EntityAttributeType": 1,
        "RenderTypeTextValue": "Textbox",
        "IsVisible": true,
        "ShowInMailMerge": true,
        "AllowMultiple": true,
        "Txt_Row": 0,
        "Txt_Col": 0,
        "OwnerID": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "CreatedOn": "/Date(1464111580000+0000)/",
        "ModifiedBy": "7cf19f54-21d6-11e6-8091-02b01d637af7",
        "ModifiedOn": "/Date(1464111580000+0000)/",
        "OwnerIdName": "System",
        "CreatedByName": "System",
        "ModifiedByName": "System",
        "IsLeadIdentifier": false,
        "LockAfterCreate": 0,
        "UseInLeadClone": false
    }
]

Update a Lead


Lets you update an existing lead. To use this API –

  • Pass the “LeadId” (or Prospect Id) in the API URL. To get the Lead Id, use the Get Lead by Email or Get Lead by Phone APIs.
  • Pass the fields you want to update as attribute-value pairs in the JSON body. Only the fields you pass will be updated, other fields won’t be impacted.

Note: If you have configured automation, webhooks or rules & notifications based on lead Update, they won’t trigger by default if a lead is updated via this API. If you want them to trigger, pass an additional parameter “postUpdatedLead=true” in the API URL as shown here –

https://api.onlineleadportal.com/v2/LeadManagement.svc/Lead.Update?accessKey=AccessKey&secretKey=SecretKey&leadId=leadid&postUpdatedLead=true

API URL

https://{host}/v2/LeadManagement.svc/Lead.Update?accessKey=AccessKey&secretKey=SecretKey&leadId=LeadId

URL Parameters
Parameter Description
LeadId Unique Id of the lead.

Request

JSON Body/Payload

Content-Type: application/json

[
    {
        "Attribute": "Phone",
        "Value": "9999999999"
    },
    {
        "Attribute": "mx_City",
        "Value": "London"
    }
]

JSON Properties

Parameter Description
Attribute

The schema name of the lead fields you want to update. You can get these using the Get Metadata API.

Value

The new value of the lead field.

Response

200 OK

Content-Type: application/json

{
    "Status":"Success",
    "Message":{
             "AffectedRows":1
            }
}

HTTP Response Code

Code Description
200 OK

This is the status code for successful API call.

401 Unauthorized

The API call was made with invalid access credentials. Check your AccessKey and SecretKey.

400 Bad Request

The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.

404 Not Found

The API could not be found. Please check the API signature.

429 Too Many Requests

API calls exceeded the limit of 25 in 5 second(s)

500 Internal Server Error

The API called failed. There could be many reasons for it. Check the exception message to get more details.

API URL

https://{host}/v2/LeadManagement.svc/Lead.Update?accessKey=AccessKey&secretKey=SecretKey&leadId=LeadId

Request
[
    {
        "Attribute": "Phone",
        "Value": "9999999999"
    },
    {
        "Attribute": "mx_City",
        "Value": "London"
    }
]
Response
{
    "Status":"Success",
    "Message":{
             "AffectedRows":1
            }
}

Delete a Lead


Lets you to delete a lead by passing the “LeadId” in the JSON payload.

Note: By default, this API  doesn’t work automatically. Please write to Online Lead Portal support at support@onlineleadportal.com if you want to enable this API.

API URL

https://{host}/v2/LeadManagement.svc/Lead/Delete/ById?accessKey=AccessKey&secretKey=SecretKey&leadId=LeadId

URL Parameters
Parameter Description
LeadId Unique identifier of the of the lead.

Response

200 OK

Content-Type: application/json

{"Status": "Success"}

HTTP Response Code

Code Description
200 OK

This is the status code for successful API call.

401 Unauthorized

The API call was made with invalid access credentials. Check your AccessKey and SecretKey.

400 Bad Request

The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.

404 Not Found

The API could not be found. Please check the API signature.

429 Too Many Requests

API calls exceeded the limit of 25 in 5 second(s)

500 Internal Server Error

The API called failed. There could be many reasons for it. Check the exception message to get more details.

Opportunity Management


The opportunities resource represents potential deals with your leads. These APIs enable you to create, retrieve, update and delete opportunities, and related resources (duplicate activities, opportunity notes, etc.).

Create Retrieve Update Delete
Capture Opportunities
Captures all the leads and opportunities in your account.
Check If Opportunity Feature Is Enabled
Returns whether the opportunities feature is enabled on a LeadSquared account.
Update an Opportunity
Lets you update fields in an existing opportunity.
Delete an Opportunity
Lets you delete an opportunity.
Add Opportunities in Bulk
Add multiple opportunities in bulk to a lead.




Get Metadata of an Opportunity Type
Returns the properties of all the fields for the selected opportunity type.
Bulk Update Opportunities
Update up to 25 opportunities at one go.

Get Opportunity Types
Returns the details of all the Opportunity Types in your account.
Post an Activity on an Opportunity
Lets you post a custom activity on an Opportunity.
Get an Opportunity by Id
Returns the details of a single Opportunity Type in your account.
Post Bulk Activities on Opportunities
Post up to 25 activities at a go.

Get Opportunities by Lead Id
Lets you retrieve the list of opportunity fields associated with a lead.
Opportunity Advanced Search
Lets you retrieve opportunities in your account, using the advanced search criteria.
Get Tasks by Opportunity Id
Returns all the tasks created against an opportunity.



Capture Opportunities


Captures leads and opportunities in your Online Lead Portal account.

Lead Create/Update
  • You must pass at least 1 unique field (attribute-value pair) in the LeadDetails object. For example,
    • "Attribute":"EmailAddress",
      "Value":"example@onlineleadportal.com"
  • If you don’t pass at least 1 unique field, you’ll receive an error.
  • If the unique field(s) you pass are not associated with any lead in the system, a new lead will get created.
Opportunity Create

An opportunity captured activity is always posted on the lead.

  • The OpportunityNote and OpportunityDateTime parameters are optional.
  • You may pass the opportunity fields in the Fields object as attribute-value pairs. For example,
    • "SchemaName":"mx_Custom_1",
      "Value":"1"

Note: You must pass the schema name of the opportunity fields.

Duplicate Detection Rules

If you’ve set up duplicate detection rules in your account –

  • If you pass opportunity fields that are not associated with an existing opportunity, a new opportunity is created and an opportunity captured activity is posted on the lead.
  • If you pass opportunity fields associated with an existing opportunity (as specified in the duplicate detection rules), a new opportunity will not be created. An opportunity captured activity will be posted on the lead and a duplicate detected activity will also be posted on the lead.

Response Parameters

Parameters

Description Values
AdditionalDetails Top-level array of activity details.
ActivityId Activity Id for the captured opportunity. caf2201a-ead4-4cd7-8a0e-16791c31d905
PostDeDupActionPerformed 1 represents a new opportunity has been created.

3 represents a duplicate detected activity has been posted, and no new opportunity has been created.

1
ConflictedOpportunityId The Id of the duplicate opportunity that’s been detected. It will return “null” if no duplicate opportunity has been detected. null
CreatedOpportunityId The Id of the new opportunity that’s been created. It will return “null” if a duplicate opportunity has been detected. 24590a6c-9dec-4bfd-94df-b7c7d70e0194
ExceptionMessage The description of the exception. “A Lead with same Email already exists.”
ExceptionType The type of exception. “MXDuplicateEntryException”
IsUnique “true” denotes if an opportunity is unique.

“false” denotes if an opportunity is a duplicate.

true
PrimaryAction 0 represents No Action

1 represents CreateOpportunity

2 represents CreateOpportunityCapturedActivity

3 represents CreateDuplicateDetectedActivity

1
RelatedProspectId The lead Id on which the opportunity is posted. 489c644c-931e-4ed0-bf72-926a2945e72f
RequestId The identifier of the API request. This can be used to track the API call. 06b09468-5b83-420a-a466-2ca9253b9364
SecondaryAction 0 represents No Action

1 represents CreateOpportunity

2 represents CreateOpportunityCapturedActivity

3 represents CreateDuplicateDetectedActivity

2
Status

0 – Success. If the primary action and secondary action are executed successfully.

2 – PartialSuccess. If the primary action is executed but secondary action is a failure.

1 – Failure. If primary action is not executed successfully.

0
Note:

If you want the API to throw the exceptions for the dependant dropdown fields, reach out to your account manager or write to support@onlineleadportal.com. Once these exceptions are enabled –

  • ​​​​​​​If a Dropdown Child field is passed in the payload, an exception is thrown if the parent field is not passed.
  • If the Dropdown parent and Dropdown Child fields are passed, then an exception is thrown if the combination of the values is incorrect or not according to the options configured.
  • Empty values will be allowed in the Dropdown Child if the field is not mandatory.
API URL

https://{host}/v2/OpportunityManagement.svc/Capture?accessKey=AccessKey&secretKey=SecretKey

Request

JSON Body/Payload

Content-Type: application/json

{
    "LeadDetails": [
        {
            "Attribute": "EmailAddress",
            "Value": "johndoe@example.com"
        },
        {
            "Attribute": "mx_City",
            "Value": "Bangalore"
        },
        {
            "Attribute": "SearchBy",
            "Value": "EmailAddress"
        }
    ],
    "Opportunity": {
        "OpportunityEventCode": 12231,
        "OpportunityNote": "Opportunity capture api",
        "OpportunityDateTime": "2020-12-05 12:13:44",
        "Fields": [
            {
                "SchemaName": "mx_Custom_1",
                "Value": "1"
            },
            {
                "SchemaName": "mx_Custom_2",
                "Value": "1"
            }
        ]
    }
}

JSON Properties

Parameter Description
LeadDetails

Array containing lead fields. These should be passed as attribute-value pairs.

  • You must pass at least 1 unique field
  • It is mandatory to specify theSearchBy attribute in the JSON body.
  • You must specify only unique fields here.
OpportunityEventCode

The opportunity event code. This is a mandatory field.

OpportunityNote

Notes (text) associated with the opportunity.

OpportunityDateTime

Opportunity date and time is in the yyyy-mm-dd hh:mm:ss format.

Fields

Attribute-value pairs for the opportunity fields you want to capture. You must pass the schema names of the opportunity fields.

Response

200 OK

Content-Type: application/json

{
    "AdditionalDetails":[
        {
            "ActivityId":"b7dba235-9217-4705-bcd8-741dcdf32071",
            "PostDeDupActionPerformed":1
        }
    ],
    "ConflictedOpportunityId":null,
    "CreatedOpportunityId":"d5976a98-6731-4b21-908b-90b0d9938b45",
    "ExceptionMessage":null,
    "ExceptionType":null,
    "IsUnique":true,
    "PrimaryAction":1,
    "RelatedProspectId":"489c644c-931e-4ed0-bf72-926a2945e72f",
    "RequestId":"c369ca5a-4474-445e-83fe-0d13a07142ec",
    "SecondaryAction":2,
    "Status":0
}

HTTP Response Code

Code Description
200 OK

This is the status code for successful API call.

401 Unauthorized

The API call was made with invalid access credentials. Check your AccessKey and SecretKey.

400 Bad Request

The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.

404 Not Found

The API could not be found. Please check the API signature.

429 Too Many Requests

API calls exceeded the limit of 25 in 5 second(s)

500 Internal Server Error

The API called failed. There could be many reasons for it. Check the exception message to get more details.

API URL

https://{host}/v2/OpportunityManagement.svc/Capture?accessKey=AccessKey&secretKey=SecretKey

Request
{
    "LeadDetails": [
        {
            "Attribute": "EmailAddress",
            "Value": "johndoe@example.com"
        },
        {
            "Attribute": "mx_City",
            "Value": "Bangalore"
        },
        {
            "Attribute": "SearchBy",
            "Value": "EmailAddress"
        }
    ],
    "Opportunity": {
        "OpportunityEventCode": 12231,
        "OpportunityNote": "Opportunity capture api",
        "OpportunityDateTime": "2020-12-05 12:13:44",
        "Fields": [
            {
                "SchemaName": "mx_Custom_1",
                "Value": "1"
            },
            {
                "SchemaName": "mx_Custom_2",
                "Value": "1"
            }
        ]
    }
}
Response
{
    "AdditionalDetails":[
        {
            "ActivityId":"b7dba235-9217-4705-bcd8-741dcdf32071",
            "PostDeDupActionPerformed":1
        }
    ],
    "ConflictedOpportunityId":null,
    "CreatedOpportunityId":"d5976a98-6731-4b21-908b-90b0d9938b45",
    "ExceptionMessage":null,
    "ExceptionType":null,
    "IsUnique":true,
    "PrimaryAction":1,
    "RelatedProspectId":"489c644c-931e-4ed0-bf72-926a2945e72f",
    "RequestId":"c369ca5a-4474-445e-83fe-0d13a07142ec",
    "SecondaryAction":2,
    "Status":0
}

Get Metadata of an Opportunity Type


Returns the properties of all the fields for the selected opportunity type. To obtain the Opportunity Type Code, navigate to My Profile>Settings>Opportunities>Opportunity Types, and against an opportunity type, you’ll find the code.

API URL

https://{host}/v2/OpportunityManagement.svc/GetOpportunityTypeMetadata?accessKey=AccessKey&secretKey=SecretKey&code=code

URL Parameters
Parameter Description
code This is the event code for the opportunity type. You can find this by navigating to My Profile>Settings>Opportunities>Opportunity Type. It is listed under "Code".

Response

200 OK
Content-Type: application/json
{
   "AllowAttachments":false,
   "CanDelete":false,
   "Description":"",
   "DisplayName":"Loan",
   "EventCode":12005,
   "Fields":[
      {
         "SchemaName":"ActivityEvent_Note",
         "InternalName":"ActivityEvent_Note",
         "DisplayName":"Notes",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":0,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"Status",
         "InternalName":"Status",
         "DisplayName":"Status",
         "Value":null,
         "DataType":"SearchableDropdown",
         "IsMandatory":true,
         "ShowInForm":true,
         "Sequence":2,
         "ParentField":"",
         "OptionSet":"[{\"IsDefault\":true,\"Text\":\"\",\"Value\":\"Open\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":0,\"BackgroundColor\":\"#FFFB83\",\"FontColor\":\"#A08427\"},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Won\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":1,\"BackgroundColor\":\"#A5E887\",\"FontColor\":\"#347715\"},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Lost\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":2,\"BackgroundColor\":\"#FFD4D0\",\"FontColor\":\"#E31D00\"}]",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunityStatus",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"Owner",
         "InternalName":"Owner",
         "DisplayName":"Owner",
         "Value":null,
         "DataType":"ActiveUsers",
         "IsMandatory":true,
         "ShowInForm":true,
         "Sequence":1,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Owner",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_1",
         "InternalName":"mx_Custom_1",
         "DisplayName":"Opportunity Name",
         "Value":null,
         "DataType":"String",
         "IsMandatory":true,
         "ShowInForm":true,
         "Sequence":3,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Title",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_2",
         "InternalName":"mx_Custom_2",
         "DisplayName":"Stage",
         "Value":null,
         "DataType":"SearchableDropdown",
         "IsMandatory":true,
         "ShowInForm":true,
         "Sequence":4,
         "ParentField":"Status",
         "OptionSet":"",
         "DependentOptionSet":"[{\"Parent\":\"Open\",\"Options\":[{\"IsDefault\":true,\"Text\":\"\",\"Value\":\"Prospecting\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":0},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Qualification\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":1},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Need Analysis\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":2},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Proposal\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":3},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Negotiation\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":4}]},{\"Parent\":\"Won\",\"Options\":[{\"IsDefault\":true,\"Text\":\"\",\"Value\":\"Closed - Won\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":0}]},{\"Parent\":\"Lost\",\"Options\":[{\"IsDefault\":true,\"Text\":\"\",\"Value\":\"Closed - Lost\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":0},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Decided not to buy\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":1},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Budget constraints\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":2}]}]",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunityReason",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_3",
         "InternalName":"mx_Custom_3",
         "DisplayName":"Source",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":4,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceName",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_20",
         "InternalName":"mx_Custom_20",
         "DisplayName":"Campaign",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":5,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceCampaign",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_21",
         "InternalName":"mx_Custom_21",
         "DisplayName":"Medium",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":6,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceMedium",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_22",
         "InternalName":"mx_Custom_22",
         "DisplayName":"Term",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":7,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceTerm",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_23",
         "InternalName":"mx_Custom_23",
         "DisplayName":"Content",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":8,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceContent",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_5",
         "InternalName":"mx_Custom_5",
         "DisplayName":"Description",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":10,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Description",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_6",
         "InternalName":"mx_Custom_6",
         "DisplayName":"Expected Deal Size",
         "Value":null,
         "DataType":"Number",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":11,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ExpectedDealSize",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_7",
         "InternalName":"mx_Custom_7",
         "DisplayName":"Actual Deal Size",
         "Value":null,
         "DataType":"Number",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":12,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ActualDealSize",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_8",
         "InternalName":"mx_Custom_8",
         "DisplayName":"Expected Closure Date",
         "Value":null,
         "DataType":"DateTime",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":13,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ExpectedClosureDate",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_9",
         "InternalName":"mx_Custom_9",
         "DisplayName":"Actual Closure Date",
         "Value":null,
         "DataType":"DateTime",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":14,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ActualClosureDate",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_10",
         "InternalName":"mx_Custom_10",
         "DisplayName":"Product",
         "Value":null,
         "DataType":"Product",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":15,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Product",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_11",
         "InternalName":"mx_Custom_11",
         "DisplayName":"Origin",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":16,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Origin",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"ModifiedOn",
         "InternalName":"ModifiedOn",
         "DisplayName":"Modified On",
         "Value":null,
         "DataType":"DateTime",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":22,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":true,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ModifiedOn",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"ModifiedBy",
         "InternalName":"ModifiedBy",
         "DisplayName":"Modified By",
         "Value":null,
         "DataType":"ActiveUsers",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":23,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":true,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ModifiedBy",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"CreatedOn",
         "InternalName":"CreatedOn",
         "DisplayName":"Created On",
         "Value":null,
         "DataType":"DateTime",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":24,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":true,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"CreatedOn",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"CreatedBy",
         "InternalName":"CreatedBy",
         "DisplayName":"Created By",
         "Value":null,
         "DataType":"ActiveUsers",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":25,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":true,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"CreatedBy",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_19",
         "InternalName":"mx_Custom_19",
         "DisplayName":"Comment",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":26,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunityComment",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_4",
         "InternalName":"mx_Custom_4",
         "DisplayName":"Documents",
         "Value":null,
         "DataType":"CustomObject",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":4,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":false,
         "CustomObjectFormProperties":{
            "FieldProperties":{
               "CustomObjectId":"da2282ec-f74f-11ea-8f2a-0a6d35d1ff1e",
               "FormMetaData":[
                  {
                     "AllowAutoUpdate":false,
                     "BehaviorOnMissingDropdownOption":0,
                     "CustomObjectFormProperties":null,
                     "DataType":"File",
                     "DependentOptionSet":null,
                     "DependentOptionsCSV":null,
                     "DisplayName":"PAN Card",
                     "FileContentProperties":{
                        "AllowedExtensions":[
                           "png",
                           "jpg",
                           "jpeg",
                           "bmp"
                        ],
                        "AllowedMaxFiles":"10",
                        "AllowedMaxSize":"1",
                        "BlockedExtensions":null,
                        "Configuration":null,
                        "PreSignedURLExpiry":null,
                        "RelativePath":null,
                        "ContentType":"Images"
                     },
                     "FileStorageVersion":0,
                     "FileURL":null,
                     "ImportOperationStatus":0,
                     "IncludeOthersOption":false,
                     "InternalName":null,
                     "IsDefault":false,
                     "IsDerived":false,
                     "IsLargeOptionSetImportAttempted":false,
                     "IsMandatory":false,
                     "IsOthersValue":false,
                     "IsReadOnly":false,
                     "LargeOptionSetImportTransactionId":null,
                     "LeadFieldDetails":null,
                     "LeadFieldProperties":null,
                     "MaxFieldLength":200,
                     "OptionSet":null,
                     "OptionsCSV":null,
                     "ParentField":null,
                     "SchemaName":"mx_CustomObject_1",
                     "Sequence":0,
                     "ShowInForm":true,
                     "Value":null
                  },
                  {
                     "AllowAutoUpdate":false,
                     "BehaviorOnMissingDropdownOption":0,
                     "CustomObjectFormProperties":null,
                     "DataType":"File",
                     "DependentOptionSet":null,
                     "DependentOptionsCSV":null,
                     "DisplayName":"Aadhaar",
                     "FileContentProperties":{
                        "AllowedExtensions":[
                           "png",
                           "jpg",
                           "jpeg",
                           "bmp"
                        ],
                        "AllowedMaxFiles":"10",
                        "AllowedMaxSize":"1",
                        "BlockedExtensions":null,
                        "Configuration":null,
                        "PreSignedURLExpiry":null,
                        "RelativePath":null,
                        "ContentType":"Images"
                     },
                     "FileStorageVersion":0,
                     "FileURL":null,
                     "ImportOperationStatus":0,
                     "IncludeOthersOption":false,
                     "InternalName":null,
                     "IsDefault":false,
                     "IsDerived":false,
                     "IsLargeOptionSetImportAttempted":false,
                     "IsMandatory":false,
                     "IsOthersValue":false,
                     "IsReadOnly":false,
                     "LargeOptionSetImportTransactionId":null,
                     "LeadFieldDetails":null,
                     "LeadFieldProperties":null,
                     "MaxFieldLength":200,
                     "OptionSet":null,
                     "OptionsCSV":null,
                     "ParentField":null,
                     "SchemaName":"mx_CustomObject_2",
                     "Sequence":0,
                     "ShowInForm":true,
                     "Value":null
                  }
               ]
            },
            "FormLayout":{
               "AvailableFields":[
                  
               ],
               "Sections":[
                  {
                     "DisplayName":"Custom Field Set Details",
                     "Fields":[
                        {
                           "Colspan":2,
                           "SchemaName":"mx_CustomObject_1"
                        },
                        {
                           "Colspan":2,
                           "SchemaName":"mx_CustomObject_2"
                        }
                     ]
                  }
               ]
            },
            "FileStorageVersion":-1
         },
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"",
         "CustomObjectType":2,
         "MaxFieldLength":200
      }
   ],
   "FormLayout":"{\"FormLayout\":{\"Sections\":[{\"DisplayName\":\"Opportunity Details\",\"Fields\":[{\"SchemaName\":\"ActivityEventName\",\"Colspan\":2},{\"SchemaName\":\"AssociatedEntityIdName\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_1\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_6\",\"Colspan\":1},{\"SchemaName\":\"mx_Custom_8\",\"Colspan\":1},{\"SchemaName\":\"mx_Custom_10\",\"Colspan\":1},{\"SchemaName\":\"Owner\",\"Colspan\":1},{\"SchemaName\":\"Status\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_3\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_5\",\"Colspan\":2},{\"SchemaName\":\"ActivityEvent_Note\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_4\",\"Colspan\":2}]}],\"AvailableFields\":[{\"SchemaName\":\"mx_Custom_7\",\"Colspan\":1},{\"SchemaName\":\"mx_Custom_9\",\"Colspan\":1},{\"SchemaName\":\"mx_Custom_11\",\"Colspan\":1},{\"SchemaName\":\"ModifiedOn\",\"Colspan\":1},{\"SchemaName\":\"ModifiedBy\",\"Colspan\":1},{\"SchemaName\":\"CreatedOn\",\"Colspan\":1},{\"SchemaName\":\"CreatedBy\",\"Colspan\":1}]}}",
   "ID":"311d2e30-f7df-11ea-a132-0a6d35d1ff1e",
   "IsAuditEnable":true,
   "ModifiedBy":"a4dfa1c5-c6d2-11ea-92ae-0a6d35d1ff1e",
   "ModifiedOn":"/Date(1600236001000+0000)/",
   "Name":"Loan",
   "PluralName":"Loans",
   "Properties":null,
   "Score":0,
   "VCardFormLayout":"{\"FormLayout\":{\"VCardColor\":\"#557488\",\"Sections\":[{\"DisplayName\":\"Opportunity VCard\",\"Fields\":[{\"SchemaName\":\"mx_Custom_1\",\"Colspan\":2},{\"SchemaName\":\"Status\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_10\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_6\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_7\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_8\",\"Colspan\":2}]},{\"DisplayName\":null,\"Fields\":[{\"SchemaName\":\"Owner\",\"Colspan\":2},{\"SchemaName\":\"ModifiedOn\",\"Colspan\":2},{\"SchemaName\":\"ModifiedBy\",\"Colspan\":2}]},{\"DisplayName\":\"Related Lead\",\"Fields\":[{\"SchemaName\":\"FirstName\",\"Colspan\":2},{\"SchemaName\":\"LastName\",\"Colspan\":2},{\"SchemaName\":\"ProspectStage\",\"Colspan\":2},{\"SchemaName\":\"Phone\",\"Colspan\":2},{\"SchemaName\":\"EmailAddress\",\"Colspan\":2},{\"SchemaName\":\"LeadAge\",\"Colspan\":2},{\"SchemaName\":\"OwnerId\",\"Colspan\":2},{\"SchemaName\":\"ModifiedOn\",\"Colspan\":2},{\"SchemaName\":\"ModifiedByName\",\"Colspan\":2}]}],\"AvailableFields\":[{\"SchemaName\":\"mx_Custom_3\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_5\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_9\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_11\",\"Colspan\":2},{\"SchemaName\":\"CreatedOn\",\"Colspan\":2},{\"SchemaName\":\"CreatedBy\",\"Colspan\":2},{\"SchemaName\":\"ActivityEvent_Note\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_4\",\"Colspan\":2}]}}"
}

HTTP Response Code

Code Description
200 OK

This is the status code for successful API call.

401 Unauthorized

The API call was made with invalid access credentials. Check your AccessKey and SecretKey.

400 Bad Request

The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.

404 Not Found

The API could not be found. Please check the API signature.

429 Too Many Requests

API calls exceeded the limit of 25 in 5 second(s)

500 Internal Server Error

The API called failed. There could be many reasons for it. Check the exception message to get more details.

API URL

https://{host}/v2/OpportunityManagement.svc/GetOpportunityTypeMetadata?accessKey=AccessKey&secretKey=SecretKey&code=code

Response

200 OK
Content-Type: application/json
{
   "AllowAttachments":false,
   "CanDelete":false,
   "Description":"",
   "DisplayName":"Loan",
   "EventCode":12005,
   "Fields":[
      {
         "SchemaName":"ActivityEvent_Note",
         "InternalName":"ActivityEvent_Note",
         "DisplayName":"Notes",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":0,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"Status",
         "InternalName":"Status",
         "DisplayName":"Status",
         "Value":null,
         "DataType":"SearchableDropdown",
         "IsMandatory":true,
         "ShowInForm":true,
         "Sequence":2,
         "ParentField":"",
         "OptionSet":"[{\"IsDefault\":true,\"Text\":\"\",\"Value\":\"Open\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":0,\"BackgroundColor\":\"#FFFB83\",\"FontColor\":\"#A08427\"},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Won\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":1,\"BackgroundColor\":\"#A5E887\",\"FontColor\":\"#347715\"},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Lost\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":2,\"BackgroundColor\":\"#FFD4D0\",\"FontColor\":\"#E31D00\"}]",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunityStatus",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"Owner",
         "InternalName":"Owner",
         "DisplayName":"Owner",
         "Value":null,
         "DataType":"ActiveUsers",
         "IsMandatory":true,
         "ShowInForm":true,
         "Sequence":1,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Owner",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_1",
         "InternalName":"mx_Custom_1",
         "DisplayName":"Opportunity Name",
         "Value":null,
         "DataType":"String",
         "IsMandatory":true,
         "ShowInForm":true,
         "Sequence":3,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Title",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_2",
         "InternalName":"mx_Custom_2",
         "DisplayName":"Stage",
         "Value":null,
         "DataType":"SearchableDropdown",
         "IsMandatory":true,
         "ShowInForm":true,
         "Sequence":4,
         "ParentField":"Status",
         "OptionSet":"",
         "DependentOptionSet":"[{\"Parent\":\"Open\",\"Options\":[{\"IsDefault\":true,\"Text\":\"\",\"Value\":\"Prospecting\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":0},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Qualification\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":1},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Need Analysis\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":2},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Proposal\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":3},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Negotiation\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":4}]},{\"Parent\":\"Won\",\"Options\":[{\"IsDefault\":true,\"Text\":\"\",\"Value\":\"Closed - Won\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":0}]},{\"Parent\":\"Lost\",\"Options\":[{\"IsDefault\":true,\"Text\":\"\",\"Value\":\"Closed - Lost\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":0},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Decided not to buy\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":1},{\"IsDefault\":false,\"Text\":\"\",\"Value\":\"Budget constraints\",\"CanDelete\":1,\"CanEdit\":1,\"IsLastOption\":0,\"Order\":2}]}]",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunityReason",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_3",
         "InternalName":"mx_Custom_3",
         "DisplayName":"Source",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":4,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceName",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_20",
         "InternalName":"mx_Custom_20",
         "DisplayName":"Campaign",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":5,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceCampaign",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_21",
         "InternalName":"mx_Custom_21",
         "DisplayName":"Medium",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":6,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceMedium",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_22",
         "InternalName":"mx_Custom_22",
         "DisplayName":"Term",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":7,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceTerm",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_23",
         "InternalName":"mx_Custom_23",
         "DisplayName":"Content",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":8,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunitySourceContent",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_5",
         "InternalName":"mx_Custom_5",
         "DisplayName":"Description",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":10,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Description",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_6",
         "InternalName":"mx_Custom_6",
         "DisplayName":"Expected Deal Size",
         "Value":null,
         "DataType":"Number",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":11,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ExpectedDealSize",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_7",
         "InternalName":"mx_Custom_7",
         "DisplayName":"Actual Deal Size",
         "Value":null,
         "DataType":"Number",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":12,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ActualDealSize",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_8",
         "InternalName":"mx_Custom_8",
         "DisplayName":"Expected Closure Date",
         "Value":null,
         "DataType":"DateTime",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":13,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ExpectedClosureDate",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_9",
         "InternalName":"mx_Custom_9",
         "DisplayName":"Actual Closure Date",
         "Value":null,
         "DataType":"DateTime",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":14,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ActualClosureDate",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_10",
         "InternalName":"mx_Custom_10",
         "DisplayName":"Product",
         "Value":null,
         "DataType":"Product",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":15,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Product",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_11",
         "InternalName":"mx_Custom_11",
         "DisplayName":"Origin",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":16,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"Origin",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"ModifiedOn",
         "InternalName":"ModifiedOn",
         "DisplayName":"Modified On",
         "Value":null,
         "DataType":"DateTime",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":22,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":true,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ModifiedOn",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"ModifiedBy",
         "InternalName":"ModifiedBy",
         "DisplayName":"Modified By",
         "Value":null,
         "DataType":"ActiveUsers",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":23,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":true,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"ModifiedBy",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"CreatedOn",
         "InternalName":"CreatedOn",
         "DisplayName":"Created On",
         "Value":null,
         "DataType":"DateTime",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":24,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":true,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"CreatedOn",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"CreatedBy",
         "InternalName":"CreatedBy",
         "DisplayName":"Created By",
         "Value":null,
         "DataType":"ActiveUsers",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":25,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":true,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"CreatedBy",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_19",
         "InternalName":"mx_Custom_19",
         "DisplayName":"Comment",
         "Value":null,
         "DataType":"String",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":26,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":true,
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"OpportunityComment",
         "CustomObjectType":2,
         "MaxFieldLength":200
      },
      {
         "SchemaName":"mx_Custom_4",
         "InternalName":"mx_Custom_4",
         "DisplayName":"Documents",
         "Value":null,
         "DataType":"CustomObject",
         "IsMandatory":false,
         "ShowInForm":true,
         "Sequence":4,
         "ParentField":"",
         "OptionSet":"",
         "DependentOptionSet":"",
         "IsDefault":false,
         "CustomObjectFormProperties":{
            "FieldProperties":{
               "CustomObjectId":"da2282ec-f74f-11ea-8f2a-0a6d35d1ff1e",
               "FormMetaData":[
                  {
                     "AllowAutoUpdate":false,
                     "BehaviorOnMissingDropdownOption":0,
                     "CustomObjectFormProperties":null,
                     "DataType":"File",
                     "DependentOptionSet":null,
                     "DependentOptionsCSV":null,
                     "DisplayName":"PAN Card",
                     "FileContentProperties":{
                        "AllowedExtensions":[
                           "png",
                           "jpg",
                           "jpeg",
                           "bmp"
                        ],
                        "AllowedMaxFiles":"10",
                        "AllowedMaxSize":"1",
                        "BlockedExtensions":null,
                        "Configuration":null,
                        "PreSignedURLExpiry":null,
                        "RelativePath":null,
                        "ContentType":"Images"
                     },
                     "FileStorageVersion":0,
                     "FileURL":null,
                     "ImportOperationStatus":0,
                     "IncludeOthersOption":false,
                     "InternalName":null,
                     "IsDefault":false,
                     "IsDerived":false,
                     "IsLargeOptionSetImportAttempted":false,
                     "IsMandatory":false,
                     "IsOthersValue":false,
                     "IsReadOnly":false,
                     "LargeOptionSetImportTransactionId":null,
                     "LeadFieldDetails":null,
                     "LeadFieldProperties":null,
                     "MaxFieldLength":200,
                     "OptionSet":null,
                     "OptionsCSV":null,
                     "ParentField":null,
                     "SchemaName":"mx_CustomObject_1",
                     "Sequence":0,
                     "ShowInForm":true,
                     "Value":null
                  },
                  {
                     "AllowAutoUpdate":false,
                     "BehaviorOnMissingDropdownOption":0,
                     "CustomObjectFormProperties":null,
                     "DataType":"File",
                     "DependentOptionSet":null,
                     "DependentOptionsCSV":null,
                     "DisplayName":"Aadhaar",
                     "FileContentProperties":{
                        "AllowedExtensions":[
                           "png",
                           "jpg",
                           "jpeg",
                           "bmp"
                        ],
                        "AllowedMaxFiles":"10",
                        "AllowedMaxSize":"1",
                        "BlockedExtensions":null,
                        "Configuration":null,
                        "PreSignedURLExpiry":null,
                        "RelativePath":null,
                        "ContentType":"Images"
                     },
                     "FileStorageVersion":0,
                     "FileURL":null,
                     "ImportOperationStatus":0,
                     "IncludeOthersOption":false,
                     "InternalName":null,
                     "IsDefault":false,
                     "IsDerived":false,
                     "IsLargeOptionSetImportAttempted":false,
                     "IsMandatory":false,
                     "IsOthersValue":false,
                     "IsReadOnly":false,
                     "LargeOptionSetImportTransactionId":null,
                     "LeadFieldDetails":null,
                     "LeadFieldProperties":null,
                     "MaxFieldLength":200,
                     "OptionSet":null,
                     "OptionsCSV":null,
                     "ParentField":null,
                     "SchemaName":"mx_CustomObject_2",
                     "Sequence":0,
                     "ShowInForm":true,
                     "Value":null
                  }
               ]
            },
            "FormLayout":{
               "AvailableFields":[
                  
               ],
               "Sections":[
                  {
                     "DisplayName":"Custom Field Set Details",
                     "Fields":[
                        {
                           "Colspan":2,
                           "SchemaName":"mx_CustomObject_1"
                        },
                        {
                           "Colspan":2,
                           "SchemaName":"mx_CustomObject_2"
                        }
                     ]
                  }
               ]
            },
            "FileStorageVersion":-1
         },
         "IsReadOnly":false,
         "RenderType":"",
         "ExportAsPlainText":false,
         "IsMultiSelectDropdown":false,
         "IncludeOthersOption":false,
         "BehaviorOnMissingDropdownOption":0,
         "IsOthersValue":false,
         "InternalSchemaName":"",
         "CustomObjectType":2,
         "MaxFieldLength":200
      }
   ],
   "FormLayout":"{\"FormLayout\":{\"Sections\":[{\"DisplayName\":\"Opportunity Details\",\"Fields\":[{\"SchemaName\":\"ActivityEventName\",\"Colspan\":2},{\"SchemaName\":\"AssociatedEntityIdName\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_1\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_6\",\"Colspan\":1},{\"SchemaName\":\"mx_Custom_8\",\"Colspan\":1},{\"SchemaName\":\"mx_Custom_10\",\"Colspan\":1},{\"SchemaName\":\"Owner\",\"Colspan\":1},{\"SchemaName\":\"Status\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_3\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_5\",\"Colspan\":2},{\"SchemaName\":\"ActivityEvent_Note\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_4\",\"Colspan\":2}]}],\"AvailableFields\":[{\"SchemaName\":\"mx_Custom_7\",\"Colspan\":1},{\"SchemaName\":\"mx_Custom_9\",\"Colspan\":1},{\"SchemaName\":\"mx_Custom_11\",\"Colspan\":1},{\"SchemaName\":\"ModifiedOn\",\"Colspan\":1},{\"SchemaName\":\"ModifiedBy\",\"Colspan\":1},{\"SchemaName\":\"CreatedOn\",\"Colspan\":1},{\"SchemaName\":\"CreatedBy\",\"Colspan\":1}]}}",
   "ID":"311d2e30-f7df-11ea-a132-0a6d35d1ff1e",
   "IsAuditEnable":true,
   "ModifiedBy":"a4dfa1c5-c6d2-11ea-92ae-0a6d35d1ff1e",
   "ModifiedOn":"/Date(1600236001000+0000)/",
   "Name":"Loan",
   "PluralName":"Loans",
   "Properties":null,
   "Score":0,
   "VCardFormLayout":"{\"FormLayout\":{\"VCardColor\":\"#557488\",\"Sections\":[{\"DisplayName\":\"Opportunity VCard\",\"Fields\":[{\"SchemaName\":\"mx_Custom_1\",\"Colspan\":2},{\"SchemaName\":\"Status\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_10\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_6\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_7\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_8\",\"Colspan\":2}]},{\"DisplayName\":null,\"Fields\":[{\"SchemaName\":\"Owner\",\"Colspan\":2},{\"SchemaName\":\"ModifiedOn\",\"Colspan\":2},{\"SchemaName\":\"ModifiedBy\",\"Colspan\":2}]},{\"DisplayName\":\"Related Lead\",\"Fields\":[{\"SchemaName\":\"FirstName\",\"Colspan\":2},{\"SchemaName\":\"LastName\",\"Colspan\":2},{\"SchemaName\":\"ProspectStage\",\"Colspan\":2},{\"SchemaName\":\"Phone\",\"Colspan\":2},{\"SchemaName\":\"EmailAddress\",\"Colspan\":2},{\"SchemaName\":\"LeadAge\",\"Colspan\":2},{\"SchemaName\":\"OwnerId\",\"Colspan\":2},{\"SchemaName\":\"ModifiedOn\",\"Colspan\":2},{\"SchemaName\":\"ModifiedByName\",\"Colspan\":2}]}],\"AvailableFields\":[{\"SchemaName\":\"mx_Custom_3\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_5\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_9\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_11\",\"Colspan\":2},{\"SchemaName\":\"CreatedOn\",\"Colspan\":2},{\"SchemaName\":\"CreatedBy\",\"Colspan\":2},{\"SchemaName\":\"ActivityEvent_Note\",\"Colspan\":2},{\"SchemaName\":\"mx_Custom_4\",\"Colspan\":2}]}}"
}

Update an Opportunity


Lets you update the fields in an existing opportunity. To use this API –

  • Pass the ProspectOpportunityId (or Prospect Id) in the API URL. You can get theOpportunityIdfor an opportunity by referring to Get Opportunity by Lead Id.
  • Pass the fields you want to update as attribute-value pairs in the JSON body. Only the fields you pass will be updated, other fields won’t be impacted.
API URL
https://{host}/v2/OpportunityManagement.svc/Update?accessKey=AccessKey&secretKey=SecretKey

Request

JSON Body/Payload
Content-Type: application/json
{
"ProspectOpportunityId": "5ca5b042-51ea-4699-b6f0-84c40ab12770",
"OpportunityNote": "Update note",
"Fields": [
    {
        "SchemaName": "mx_Custom_6",
        "Value": "200,000"
    },
    {
        "SchemaName": "mx_Custom_7",
        "Value": "180,000"
    },
    {
        "SchemaName": "mx_Custom_8",
        "Value": "2020-09-16 12:13:44"
    }
]
}

JSON Properties

Parameter Description
ProspectOpportunityId

Opportunity Id of the opportunity you want to update.

OpportunityNote

Notes associated with the Opportunity.

Fields

The opportunity fields you want to update. Pass the fields as attribute-value pairs, mention the “Schema Names” and the values for it.

To find the “Schema Names”, navigate to My Profile>Settings>Opportunities>Opportunity Types. Against the opportunity type, click the  icon, and then click Edit. You’ll find the “Schema Names” for the opportunity fields here.

API URL
https://{host}/v2/OpportunityManagement.svc/Update?accessKey=AccessKey&secretKey=SecretKey
Request
JSON Body/Payload
Content-Type: application/json
{
"ProspectOpportunityId": "5ca5b042-51ea-4699-b6f0-84c40ab12770",
"OpportunityNote": "Update note",
"Fields": [
    {
        "SchemaName": "mx_Custom_6",
        "Value": "200,000"
    },
    {
        "SchemaName": "mx_Custom_7",
        "Value": "180,000"
    },
    {
        "SchemaName": "mx_Custom_8",
        "Value": "2020-09-16 12:13:44"
    }
]
}

Delete an Opportunity


Delete an opportunity by passing theOpportuityIdin the query string. To obtain theOpportuityId, please refer to Get Opportunity Types or Get Opportunities by Lead Id.

Note: You must enable “Allow Delete” while creating an opportunity type, in order for this API to work. To know how to do this, please refer to Opportunity Configurations.

API URL
https://{host}/v2/OpportunityManagement.svc/Delete?accessKey=AccessKey&secretKey=SecretKey&Id=Id
URL Parameters
Parameter Description
Id Id of the opportunity.

Response

200 OK

Content-Type: application/json

{
    "Status":"Success",
    "Message":{
        "IsSuccessful":true
    }
}

HTTP Response Code

Code Description
200 OK

This is the status code for successful API call.

401 Unauthorized

The API call was made with invalid access credentials. Check your AccessKey and SecretKey.

400 Bad Request

The message body on the request is not as per API specification. Make sure that content type is set to “application/json” and the JSON body has correct attribute names and structure.

404 Not Found

The API could not be found. Please check the API signature.

429 Too Many Requests

API calls exceeded the limit of 25 in 5 second(s)

500 Internal Server Error

The API called failed. There could be many reasons for it. Check the exception message to get more details.

API URL
https://{host}/v2/OpportunityManagement.svc/Delete?accessKey=AccessKey&secretKey=SecretKey&Id=Id

Response

200 OK

Content-Type: application/json

{
    "Status":"Success",
    "Message":{
        "IsSuccessful":true
    }
}

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