{"info":{"_postman_id":"ba377b1d-0367-4014-9d1d-e7636df317a8","name":"TWAPI Documentation","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[],"description":"","owner":"7873823","collectionId":"ba377b1d-0367-4014-9d1d-e7636df317a8","publishedId":"SVzxXyzn","public":true,"customColor":{"top-bar":"FFFFFF","right-sidebar":"303030","highlight":"EF5B25"},"publishDate":"2020-03-18T16:19:44.000Z"},"item":[{"name":"Authentication Info and Methods","item":[{"name":"Authentication - UserKey Retrieval","id":"786fced4-4c5f-45f6-be17-d5596ddd8445","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"{{basic_auth}}","description":"

Basic + Base64Encoded APIKey:Username:Password

\n","type":"text"}],"url":"{{base_url}}/authentication","description":"

Provides the Userkey for the Authenticated User via Basic Auth

\n

The Authorization header should be formatted as follows

\n

Authorization: Basic RjRLM0E5SWszNy1OMHRyMzRsLTEyMzEyLU0zOEpNOlVzZXJuYW1lOlBhc3N3b3Jk

\n

IE: Basic + Base64Encoded APIKey:Username:Password

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Endpoints

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
endpointwithout idwith id
dashboardDashboardDashboard
calendarCalendarCalendar
new-activityNew ActivityNew Contact Activity
new-noteNew NoteNew Contact Note
contactoverviewContacts' PageContact Overview
contactaccountsDashboardContact Accounts
contactnotesDashboardContact Notes
contactactivitiesDashboardContact Activities
contactsContacts' PageContact Search
notesreportNotes ReportNotes Report
opportunitiesOpportunitiesOpportunities
quicklistsQuicklistsQuicklists
reportsReportsReports
seminarsSeminarsSeminars
workflowsWorkflowsWorkflows
workflow-tasksWorkflow TasksWorkflow Tasks
\n
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Landing page. See table above

\n","type":"text/plain"},"key":"endpoint","value":"contactoverview"},{"description":{"content":"

Context identifier. See table above

\n","type":"text/plain"},"key":"id","value":"1"}],"variable":[]}},"response":[{"id":"82b4624d-166b-4fba-87ae-334af0c9d3b3","name":"CRM SSO Contact Overview","originalRequest":{"method":"GET","header":[{"key":"Authorization","value":"{{basic_auth}}","type":"text"}],"url":{"raw":"{{base_url}}/authentication/sso?endpoint=contactoverview&id=1","host":["{{base_url}}"],"path":["authentication","sso"],"query":[{"key":"endpoint","value":"contactoverview","description":" Landing page. See table above"},{"key":"id","value":"1","description":"Context identifier. 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i < attributes.length; i++){"," try{"," pm.expect(item).to.have.property(attributes[i]);"," }catch(err){"," missing_params.add(attributes[i])"," }"," }"," pm.expect(missing_params).to.be.empty","}","","","","","","",""],"type":"text/javascript"}}],"id":"3e286dd1-9d5a-4674-bf17-208bb83cb640","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"{{basic_auth}}","type":"text"},{"key":"pagesize","value":"200","type":"text"}],"url":"{{base_url}}/contacts/search?formatted_full_name&type=trust,association&shared_addresses=true&shared_phones=true","description":"

A search method that allows retrieving contacts by supported search parameters

\n

Currently supported search parameters:

\n

name, first_name, last_name, type, status_id, category_id, tax_id, account_number, phone_number, email, updated_since

\n","auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"Authorization"},{"key":"value","value":"{{basic_auth}}"}]},"isInherited":true,"source":{"_postman_id":"ba377b1d-0367-4014-9d1d-e7636df317a8","id":"ba377b1d-0367-4014-9d1d-e7636df317a8","name":"TWAPI Documentation","type":"collection"}},"urlObject":{"path":["contacts","search"],"host":["{{base_url}}"],"query":[{"disabled":true,"description":{"content":"

search against a first name

\n","type":"text/plain"},"key":"first_name","value":"Violet"},{"disabled":true,"description":{"content":"

search against a last name

\n","type":"text/plain"},"key":"last_name","value":"Parr"},{"disabled":true,"description":{"content":"

search against a status

\n","type":"text/plain"},"key":"status_id","value":"4,2"},{"disabled":true,"description":{"content":"

search against a category

\n","type":"text/plain"},"key":"category_id","value":"1,2"},{"disabled":true,"description":{"content":"

search against an account number

\n","type":"text/plain"},"key":"account_number","value":""},{"disabled":true,"description":{"content":"

search against a phone, formatting stripped

\n","type":"text/plain"},"key":"phone_number","value":"5552236987"},{"disabled":true,"description":{"content":"

search against an email address

\n","type":"text/plain"},"key":"email","value":"violeNt@gmail.com"},{"disabled":true,"description":{"content":"

searches against the fullname in a 'firstname lastname' format for individual type contacts and company_name for all other types.

\n","type":"text/plain"},"key":"name","value":"Parr"},{"description":{"content":"

searches against the fullname in a 'lastname, firstname middlename' format for individual type contacts and company_name for all other types.

\n","type":"text/plain"},"key":"formatted_full_name","value":null},{"disabled":true,"description":{"content":"

searches against the tax identifier

\n","type":"text/plain"},"key":"tax_id","value":"556412819"},{"disabled":true,"description":{"content":"

searches against the tag group identifier

\n","type":"text/plain"},"key":"tag_id","value":"2"},{"disabled":true,"description":{"content":"","type":"text/plain"},"key":"type","value":"Trust"},{"disabled":true,"description":{"content":"

searches against contacts that either have (true) or do not have (false) an email.

\n","type":"text/plain"},"key":"has_email","value":"true"},{"disabled":true,"description":{"content":"

searches against contacts that either have (true) or do not have (false) a phone.

\n","type":"text/plain"},"key":"has_phone","value":"true"},{"disabled":true,"description":{"content":"

searches against contacts that either have (true) or do not have (false) an address.

\n","type":"text/plain"},"key":"has_address","value":"true"},{"disabled":true,"description":{"content":"

searches against deleted status. inputs are false|true|all

\n","type":"text/plain"},"key":"deleted","value":"true"},{"disabled":true,"description":{"content":"

searches against the updated_at field, and only returns contacts that have an updated_at value greater than the updated_since query param

\n","type":"text/plain"},"key":"updated_since","value":"2020-08-27T17:07:16.000Z"},{"description":{"content":"

searches against contact types. Valid values are Individual,Business,Association,Trust,Union

\n","type":"text/plain"},"key":"type","value":"trust,association"},{"disabled":true,"key":"intellisearch","value":"Mar"},{"description":{"content":"

if include header contains 'addresses', boolean to include shared addresses

\n","type":"text/plain"},"key":"shared_addresses","value":"true"},{"description":{"content":"

if include header contains 'phones', boolean to include shared phones

\n","type":"text/plain"},"key":"shared_phones","value":"true"}],"variable":[]}},"response":[{"id":"6bb14cd5-16ce-4770-a86e-fea9c14d8c8d","name":"Contacts Search: find all contacts updated after a specific datetime","originalRequest":{"method":"GET","header":[{"description":"use the include header to attach contact dependent records to each contact in the response.","key":"include","type":"text","value":"phones, emails, addresses"},{"key":"Authorization","type":"text","value":"{{basic_auth}}"}],"url":{"raw":"{{base_url}}/contacts/search?updated_since=2020-08-27T17:07:16.000Z","host":["{{base_url}}"],"path":["contacts","search"],"query":[{"description":"search against a first name","key":"first_name","value":"Violet","disabled":true},{"description":"search against a last name","key":"last_name","value":"Parr","disabled":true},{"description":"search against a status","key":"status_id","value":"4","disabled":true},{"description":"search against a 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null,\n \"job_title\": \"Software Person\",\n \"favorite\": true,\n \"deleted\": false,\n \"created_at\": \"2020-08-16T00:57:04.000Z\",\n \"updated_at\": \"2020-08-28T17:01:54.000Z\",\n \"salutation_id\": null,\n \"salutation\": null,\n \"source_id\": null,\n \"source\": null,\n \"status_id\": 1,\n \"status\": \"Not Specified\",\n \"category_id\": null,\n \"category\": null,\n \"gender_id\": 2,\n \"gender\": \"Female\",\n \"spouse_name\": null,\n \"tax_id\": \"555555555\",\n \"dob\": \"1980-01-01\",\n \"death_date\": null,\n \"client_since\": \"2020-08-01\",\n \"client_termination_date\": null,\n \"marital_status_id\": 3,\n \"marital_status\": \"Married\",\n \"marital_date\": \"2020-08-01\",\n \"employer_id\": 121,\n \"employer\": \"redtail\",\n \"designation\": \"\",\n \"referred_by\": \"\",\n \"servicing_advisor_id\": null,\n \"servicing_advisor\": null,\n \"writing_advisor_id\": null,\n \"writing_advisor\": null,\n \"added_by\": 280959,\n \"addresses\": [\n {\n \"id\": 198,\n 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\"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:27.000Z\",\n \"updated_at\": \"2021-03-10T23:14:29.000Z\"\n },\n {\n \"id\": 25,\n \"type\": \"Union\",\n \"first_name\": null,\n \"middle_name\": null,\n \"last_name\": null,\n \"company_name\": \"Stanton-Heaney\",\n \"full_name\": \"Stanton-Heaney\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:29.000Z\",\n \"updated_at\": \"2021-03-10T23:14:30.000Z\"\n },\n {\n \"id\": 26,\n \"type\": \"Individual\",\n \"first_name\": \"Kiesha\",\n \"middle_name\": \"A\",\n \"last_name\": \"Huel\",\n \"company_name\": null,\n \"full_name\": \"Kiesha Huel\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Product Mining Assistant\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:31.000Z\",\n \"updated_at\": \"2021-03-10T23:14:34.000Z\"\n },\n {\n \"id\": 27,\n \"type\": \"Individual\",\n \"first_name\": \"Candi\",\n \"middle_name\": \"T\",\n \"last_name\": \"Huel\",\n \"company_name\": null,\n \"full_name\": \"Candi Huel\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:33.000Z\",\n \"updated_at\": \"2021-03-10T23:14:34.000Z\"\n },\n {\n \"id\": 28,\n \"type\": \"Individual\",\n \"first_name\": \"Delcie\",\n \"middle_name\": \"P\",\n \"last_name\": \"Heidenreich\",\n \"company_name\": null,\n \"full_name\": \"Delcie Heidenreich\",\n \"nickname\": \"Darkstar\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"National IT Manager\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:34.000Z\",\n \"updated_at\": \"2021-03-10T23:14:38.000Z\"\n },\n {\n \"id\": 29,\n \"type\": \"Individual\",\n \"first_name\": \"Joaquin\",\n \"middle_name\": \"B\",\n \"last_name\": \"Heidenreich\",\n \"company_name\": null,\n \"full_name\": \"Joaquin Heidenreich\",\n \"nickname\": \"Agent ERG Strange\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:37.000Z\",\n \"updated_at\": \"2021-03-10T23:14:39.000Z\"\n },\n {\n \"id\": 30,\n \"type\": \"Individual\",\n \"first_name\": \"Kristofer\",\n \"middle_name\": \"L\",\n \"last_name\": \"Funk\",\n \"company_name\": null,\n \"full_name\": \"Kristofer Funk\",\n \"nickname\": \"Dark Rogue X\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Hospitality Assistant\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:40.000Z\",\n \"updated_at\": \"2021-03-10T23:14:45.000Z\"\n },\n {\n \"id\": 31,\n \"type\": \"Individual\",\n \"first_name\": \"Fredrick\",\n \"middle_name\": \"M\",\n \"last_name\": \"Funk\",\n \"company_name\": null,\n \"full_name\": \"Fredrick Funk\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:44.000Z\",\n \"updated_at\": \"2021-03-10T23:14:45.000Z\"\n },\n {\n \"id\": 32,\n \"type\": \"Individual\",\n \"first_name\": \"Ferne\",\n \"middle_name\": \"Y\",\n \"last_name\": \"Buckridge\",\n \"company_name\": null,\n \"full_name\": \"Ferne Buckridge\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:47.000Z\",\n \"updated_at\": \"2021-03-10T23:14:51.000Z\"\n },\n {\n \"id\": 33,\n \"type\": \"Individual\",\n \"first_name\": \"Sheridan\",\n \"middle_name\": \"C\",\n \"last_name\": \"Buckridge\",\n \"company_name\": null,\n \"full_name\": \"Sheridan Buckridge\",\n \"nickname\": \"Granny Goodness IX\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:50.000Z\",\n \"updated_at\": \"2021-03-10T23:14:51.000Z\"\n },\n {\n \"id\": 34,\n \"type\": \"Individual\",\n \"first_name\": \"Granville\",\n \"middle_name\": \"M\",\n \"last_name\": \"Quitzon\",\n \"company_name\": null,\n \"full_name\": \"Granville Quitzon\",\n \"nickname\": \"Red Colossus\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:51.000Z\",\n \"updated_at\": \"2021-03-10T23:14:55.000Z\"\n },\n {\n \"id\": 35,\n \"type\": \"Individual\",\n \"first_name\": \"Hanna\",\n \"middle_name\": \"C\",\n \"last_name\": \"Quitzon\",\n \"company_name\": null,\n \"full_name\": \"Hanna Quitzon\",\n \"nickname\": \"General Corsair Fist\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Retail Officer\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:54.000Z\",\n \"updated_at\": \"2021-03-10T23:14:55.000Z\"\n },\n {\n \"id\": 36,\n \"type\": \"Individual\",\n \"first_name\": \"Dominic\",\n \"middle_name\": \"B\",\n \"last_name\": \"Homenick\",\n \"company_name\": null,\n \"full_name\": \"Dominic Homenick\",\n \"nickname\": \"Captain Century III\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Chief Real-Estate Assistant\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:55.000Z\",\n \"updated_at\": \"2021-03-10T23:14:57.000Z\"\n },\n {\n \"id\": 37,\n \"type\": \"Individual\",\n \"first_name\": \"Lucas\",\n \"middle_name\": \"I\",\n \"last_name\": \"Metz\",\n \"company_name\": null,\n \"full_name\": \"Lucas Metz\",\n \"nickname\": \"Red Starfire IX\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Human Orchestrator\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:14:57.000Z\",\n \"updated_at\": \"2021-03-10T23:20:20.000Z\"\n },\n {\n \"id\": 38,\n \"type\": \"Individual\",\n \"first_name\": \"Elinore\",\n \"middle_name\": \"O\",\n \"last_name\": \"O'Connell\",\n \"company_name\": null,\n \"full_name\": \"Elinore O'Connell\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Future Community-Services Architect\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:00.000Z\",\n \"updated_at\": \"2021-03-10T23:15:01.000Z\"\n },\n {\n \"id\": 39,\n \"type\": \"Individual\",\n \"first_name\": \"Ivan\",\n \"middle_name\": \"P\",\n \"last_name\": \"Spencer\",\n \"company_name\": null,\n \"full_name\": \"Ivan Spencer\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Administration Representative\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:01.000Z\",\n \"updated_at\": \"2021-03-10T23:15:03.000Z\"\n },\n {\n \"id\": 40,\n \"type\": \"Individual\",\n \"first_name\": \"Tresa\",\n \"middle_name\": \"W\",\n \"last_name\": \"Macejkovic\",\n \"company_name\": null,\n \"full_name\": \"Tresa Macejkovic\",\n \"nickname\": \"Starfire Brain\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Healthcare Assistant\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:03.000Z\",\n \"updated_at\": \"2021-03-10T23:15:06.000Z\"\n },\n {\n \"id\": 41,\n \"type\": \"Individual\",\n \"first_name\": \"Johnna\",\n \"middle_name\": \"K\",\n \"last_name\": \"Macejkovic\",\n \"company_name\": null,\n \"full_name\": \"Johnna Macejkovic\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:05.000Z\",\n \"updated_at\": \"2021-03-10T23:15:06.000Z\"\n },\n {\n \"id\": 42,\n \"type\": \"Individual\",\n \"first_name\": \"Felix\",\n \"middle_name\": \"W\",\n \"last_name\": \"Casper\",\n \"company_name\": null,\n \"full_name\": \"Felix Casper\",\n \"nickname\": \"Sobek\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:06.000Z\",\n \"updated_at\": \"2021-03-10T23:15:09.000Z\"\n },\n {\n \"id\": 43,\n \"type\": \"Individual\",\n \"first_name\": \"Chad\",\n \"middle_name\": \"C\",\n \"last_name\": \"Casper\",\n \"company_name\": null,\n \"full_name\": \"Chad Casper\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Regional Consultant\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:09.000Z\",\n \"updated_at\": \"2021-03-10T23:15:09.000Z\"\n },\n {\n \"id\": 44,\n \"type\": \"Individual\",\n \"first_name\": \"Oswaldo\",\n \"middle_name\": \"L\",\n \"last_name\": \"Wolff\",\n \"company_name\": null,\n \"full_name\": \"Oswaldo Wolff\",\n \"nickname\": \"Doctor Ares Strike\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Investor Marketing Executive\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:10.000Z\",\n \"updated_at\": \"2021-03-10T23:15:11.000Z\"\n },\n {\n \"id\": 45,\n \"type\": \"Individual\",\n \"first_name\": \"Valeri\",\n \"middle_name\": \"F\",\n \"last_name\": \"Quitzon\",\n \"company_name\": null,\n \"full_name\": \"Valeri Quitzon\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:12.000Z\",\n \"updated_at\": \"2021-03-10T23:15:14.000Z\"\n },\n {\n \"id\": 46,\n \"type\": \"Individual\",\n \"first_name\": \"Edward\",\n \"middle_name\": \"C\",\n \"last_name\": \"Abbott\",\n \"company_name\": null,\n \"full_name\": \"Edward Abbott\",\n \"nickname\": \"Cloak Strange\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"District Specialist\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:15.000Z\",\n \"updated_at\": \"2021-03-10T23:15:16.000Z\"\n },\n {\n \"id\": 47,\n \"type\": \"Individual\",\n \"first_name\": \"Odis\",\n \"middle_name\": \"S\",\n \"last_name\": \"Rutherford\",\n \"company_name\": null,\n \"full_name\": \"Odis Rutherford\",\n \"nickname\": \"Illustrious Hulk Man\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:17.000Z\",\n \"updated_at\": \"2021-03-10T23:15:20.000Z\"\n },\n {\n \"id\": 48,\n \"type\": \"Individual\",\n \"first_name\": \"Randolph\",\n \"middle_name\": \"W\",\n \"last_name\": \"Rutherford\",\n \"company_name\": null,\n \"full_name\": \"Randolph Rutherford\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Future Community-Services Facilitator\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:19.000Z\",\n \"updated_at\": \"2021-03-10T23:15:20.000Z\"\n },\n {\n \"id\": 49,\n \"type\": \"Individual\",\n \"first_name\": \"Yessenia\",\n \"middle_name\": \"C\",\n \"last_name\": \"Schmidt\",\n \"company_name\": null,\n \"full_name\": \"Yessenia Schmidt\",\n \"nickname\": \"Venom\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": null,\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:21.000Z\",\n \"updated_at\": \"2021-03-10T23:15:22.000Z\"\n },\n {\n \"id\": 50,\n \"type\": \"Individual\",\n \"first_name\": \"Heriberto\",\n \"middle_name\": \"J\",\n \"last_name\": \"Cormier\",\n \"company_name\": null,\n \"full_name\": \"Heriberto Cormier\",\n \"nickname\": null,\n \"suffix_id\": null,\n \"suffix\": null,\n \"job_title\": \"Internal IT Analyst\",\n \"favorite\": false,\n \"deleted\": false,\n \"created_at\": \"2021-03-10T23:15:23.000Z\",\n \"updated_at\": \"2021-03-10T23:15:25.000Z\"\n }\n ],\n \"meta\": {\n \"total_records\": 101,\n \"total_pages\": 3\n }\n}"}],"_postman_id":"c633eac3-8b46-42a7-9f7d-8cfeb1030d1f"},{"name":"Contacts GET","event":[{"listen":"test","script":{"id":"d6d2e034-055a-4dd0-92a1-0e50e6143e6f","exec":["eval(pm.environment.get(\"commonTests\"))();","","pm.test(\"params are present\", function () {"," var attributes = ['id','type','status', 'category', 'salutation_id', 'salutation', 'source', 'status_id', 'category_id', 'gender', 'suffix', 'first_name', 'middle_name', 'last_name', 'full_name', 'nickname', 'tax_id', 'dob', 'death_date', 'marital_status', 'company_name', 'designation', 'servicing_advisor', 'writing_advisor_id', 'created_at', 'updated_at'];"," var jsonData = pm.response.json();"," //if the response is an array user []"," validateAttributesExist(jsonData.contacts[0], attributes);","});","","","function validateAttributesExist(item, attributes){"," let missing_params = [];"," for(var i = 0; i < attributes.length; i++){"," try{"," pm.expect(item).to.have.property(attributes[i]);"," }catch(err){"," missing_params.add(attributes[i]);"," }"," }"," pm.expect(missing_params).to.be.empty;","}"],"type":"text/javascript"}},{"listen":"prerequest","script":{"id":"0bbd0b69-073c-4711-93ec-95fffe53a79d","exec":[""],"type":"text/javascript"}}],"id":"5d2b460d-dcbe-4e37-b0d5-cafb2bd7b904","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"include","value":"addresses,phones,emails,urls,family,family.members,tag_memberships","type":"text","description":"

use the include header to attach contact dependent records to each contact in the response.

\n"},{"key":"pagesize","value":"10","type":"text","description":"

pagesize overrides the default size (50) of the collection returned

\n"}],"url":"{{base_url}}/contacts?page=1","description":"

An indexed list of contact records.

\n

Potential include header values are:
addresses,phones,emails,urls,family,family.members,tag_memberships,important_information,social_medias,photos,activities,sam

\n","auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"Authorization"},{"key":"value","value":"{{basic_auth}}"}]},"isInherited":true,"source":{"_postman_id":"ba377b1d-0367-4014-9d1d-e7636df317a8","id":"ba377b1d-0367-4014-9d1d-e7636df317a8","name":"TWAPI Documentation","type":"collection"}},"urlObject":{"path":["contacts"],"host":["{{base_url}}"],"query":[{"description":{"content":"

The page of the collection to be returned

\n","type":"text/plain"},"key":"page","value":"1"}],"variable":[]}},"response":[{"id":"d66582a9-1374-416f-a6fc-325c52aafe2d","name":"Contacts GET - Using Includes header","originalRequest":{"method":"GET","header":[{"key":"include","value":"addresses,phones,emails,urls,important_information","type":"text","description":"use the include header to attach contact dependent records to each contact in the response."}],"url":{"raw":"{{base_url}}/contacts?page=1","host":["{{base_url}}"],"path":["contacts"],"query":[{"key":"page","value":"1","description":"The page of the collection to be returned"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Thu, 16 Jul 2020 17:53:57 GMT"},{"key":"Connection","value":"close"},{"key":"X-XSS-Protection","value":"1; mode=block"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-UA-Compatible","value":"chrome=1"},{"key":"database_id","value":"281102"},{"key":"user_id","value":"281102"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"ETag","value":"W/\"a04c7f400b8541c34b4fc3929795fde0\""},{"key":"Cache-Control","value":"max-age=0, private, must-revalidate"},{"key":"Set-Cookie","value":"ahoy_visit=70b5b175-c213-4141-8740-94338d35ff24; path=/; expires=Thu, 16 Jul 2020 21:53:37 -0000; SameSite=None"},{"key":"X-Request-Id","value":"7bc6b902-62c0-4f36-8d42-b33cb8c35f79"},{"key":"X-Runtime","value":"19.910034"}],"cookie":[],"responseTime":null,"body":"{\n \"contacts\": [\n {\n \"id\": 1,\n \"type\": \"Individual\",\n \"salutation_id\": 1,\n \"salutation\": \"Dr.\",\n \"source_id\": 2,\n \"source\": \"Internet Advertisment\",\n \"status_id\": 2,\n \"status\": \"Active Client\",\n \"category_id\": 5,\n \"category\": \"AAA Client\",\n \"gender_id\": 2,\n \"gender\": \"Female\",\n \"suffix_id\": null,\n \"suffix\": null,\n \"first_name\": \"Margaret\",\n \"middle_name\": \"\",\n \"last_name\": \"Smith\",\n \"full_name\": \"Margaret Smith\",\n \"nickname\": \"Mary\",\n \"spouse_name\": null,\n \"tax_id\": \"229065340\",\n \"dob\": \"1983-04-12\",\n \"death_date\": null,\n \"client_since\": \"2006-05-16\",\n \"client_termination_date\": null,\n \"marital_status_id\": 3,\n \"marital_status\": \"Married\",\n \"marital_date\": \"2004-04-30\",\n \"company_name\": null,\n \"job_title\": \"Attorney\",\n \"employer_id\": 2,\n \"employer\": \"Investor & Investor\",\n \"designation\": \"\",\n \"referred_by\": \"Bob Loblaw\",\n \"servicing_advisor_id\": 2,\n \"servicing_advisor\": \"Scooby Doo\",\n \"writing_advisor_id\": 2,\n \"writing_advisor\": \"Slinky Dog\",\n \"created_at\": \"2015-01-07T01:33:43.000Z\",\n \"updated_at\": \"2020-06-09T18:44:34.000Z\",\n \"added_by\": null,\n \"important_information\": {\n \"id\": 1,\n \"content\": \"She prefers to be called Mary.
Do not call after 7:00PM

\",\n \"created_at\": \"2015-01-07T01:33:43.000Z\",\n \"updated_at\": \"2015-01-07T02:42:39.000Z\"\n },\n \"addresses\": [\n {\n \"id\": 2,\n \"addressable_id\": 1,\n \"addressable_type\": \"Crm::Contact\",\n \"street_address\": \"1234 Main St.\",\n \"secondary_address\": \"\",\n \"city\": \"Sacramento\",\n \"state\": \"CA\",\n \"zip\": \"99320\",\n \"country\": \"US\",\n \"address_type\": 1,\n \"address_type_description\": \"Home\",\n \"custom_type_title\": \"Investor Residence\",\n \"description\": \"\",\n \"is_primary\": true,\n \"is_preferred\": false,\n \"deleted\": false,\n \"created_at\": \"2015-01-07T03:44:59.000Z\",\n \"updated_at\": \"2015-01-07T03:48:04.000Z\"\n },\n {\n \"id\": 3,\n \"addressable_id\": 1,\n \"addressable_type\": \"Crm::Contact\",\n \"street_address\": \"814 Broadway St\",\n \"secondary_address\": \"Suite B\",\n \"city\": \"Sacramento\",\n \"state\": \"CA\",\n \"zip\": \"99320\",\n \"country\": \"US\",\n \"address_type\": 2,\n \"address_type_description\": 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References

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Database Lists references

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
idURIDocumentation
category_id/lists/contact_categories?page=1Lists > Contact Categories GET
salutation_id/lists/contact_salutations?page=1Lists > Contact Salutations GET
source_id/lists/sources?page=1Lists > Sources GET
status_id/lists/contact_statuses?page=1Lists > Contact Statuses GET
servicing_advisor_id/lists/servicing_advisors?page=1Lists > Servicing Advisors GET
writing_advisor_id/lists/writing_advisors?page=1Lists > Writing Advisors GET
\n

Contact Types

\n

Crm::Contact::Individual
Crm::Contact::Business
Crm::Contact::Association
Crm::Contact::Trust
Crm::Contact::Union

\n

Suffixes

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
suffix_idsuffix
1II
2III
3IV
4V
5Jr.
6Sr.
\n
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References

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
address_typeaddress_type_description
1Home
2Work
3Mailing
4Other
\n
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References

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
email_typeemail_type_description
1Home
2Work
3Other
\n
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\n

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References

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
phone_typephone_type_description
1Home
2Work
3Mobile
4Fax
5Other
6Direct Dial
7Toll Free
\n
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References

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
social_media_typesocial_media_type_description
1Facebook
2Twitter
3Linkedln
4Flickr
5YouTube
6GooglePlus
7Pinterest
8MySpace
9FourSquare
10Other
11Skype
12Instagram
\n
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References

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
url_typeurl_type_description
1Home
2Work
3Other
\n
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References

\n

Database Lists references

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
idURIDocumentation
tax_qualified_type/lists/account_tax_qualified_types?page=1Lists > Account Tax Qualified Types GET
account_type_id/lists/account_types?page=1Lists > Account Types GET
\n
","_postman_id":"74f668af-0763-43a0-8a50-b5f56ffa79fa","auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"Authorization"},{"key":"value","value":"{{basic_auth}}"}]},"isInherited":true,"source":{"_postman_id":"ba377b1d-0367-4014-9d1d-e7636df317a8","id":"ba377b1d-0367-4014-9d1d-e7636df317a8","name":"TWAPI Documentation","type":"collection"}}},{"name":"Assets & Liabilities","item":[{"name":"Contact Assets GET","id":"bd796f4a-4a3e-4d8a-aa79-168a29c7ebb7","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"{{basic_auth}}","type":"text"}],"url":"{{base_url}}/contacts/2/assets","description":"

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\n","auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"Authorization"},{"key":"value","value":"{{basic_auth}}"}]},"isInherited":true,"source":{"_postman_id":"ba377b1d-0367-4014-9d1d-e7636df317a8","id":"ba377b1d-0367-4014-9d1d-e7636df317a8","name":"TWAPI Documentation","type":"collection"}},"urlObject":{"path":["contacts",":contact_id","notes",":id"],"host":["{{base_url}}"],"query":[],"variable":[{"type":"string","value":"{{contact_id}}","key":"contact_id"},{"type":"string","value":"","key":"id"}]}},"response":[],"_postman_id":"2b7665a5-6774-43e7-8d11-c64b322000c8"}],"id":"712dbfd0-eb67-4784-a225-819a9c688c35","description":"

References

\n

Database Lists Reference

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
idURIDocumentation
category_id/lists/categories?page=1Lists > Categories GET
\n

Note Types

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
note_typenote_type_description
1Note
2Email Sent
4Mail Merge
5Workflow Step
6Activity
8Workflow Summary
\n
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Updates a Family Member by Id

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Creates a family member relationship

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References

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
relationshipdescription
1Spouse
2Child
3Grandchild
4Other
\n
","event":[{"listen":"prerequest","script":{"id":"1d83f48f-133a-4d0a-9a03-202ab4e59582","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"e7254980-e259-44df-8665-3ccb15072c23","type":"text/javascript","exec":[""]}}],"_postman_id":"cb828cdd-bd09-4a95-bc4a-b922691113e3","auth":{"type":"apikey","apikey":{"basicConfig":[{"key":"key","value":"Authorization"},{"key":"value","value":"{{basic_auth}}"}]},"isInherited":true,"source":{"_postman_id":"ba377b1d-0367-4014-9d1d-e7636df317a8","id":"ba377b1d-0367-4014-9d1d-e7636df317a8","name":"TWAPI Documentation","type":"collection"}}},{"name":"Lists","item":[{"name":"Contact UDF Definitions","item":[{"name":"Contact UDFs GET","event":[{"listen":"test","script":{"id":"d9aaa130-efe6-4961-aa48-14e8ded86b0c","exec":["pm.test('verify status response is a success', () => {"," pm.response.to.be.success","});","","pm.test(\"params are present\", function () {"," var attributes = ['id', 'name', 'field_type', 'field_type_name', 'deleted', 'created_at', 'updated_at'];"," "," var jsonData = pm.response.json();"," validateAttributesExist(jsonData.contact_udfs[0], attributes);","","});","","function validateAttributesExist(item, attributes){"," let missing_params = [];"," for(var i = 0; i < attributes.length; i++){"," try{"," pm.expect(item).to.have.property(attributes[i]);"," }catch(err){"," missing_params.add(attributes[i]);"," }"," }"," pm.expect(missing_params).to.be.empty;","}"],"type":"text/javascript"}}],"id":"0963508e-d468-4053-9770-b6a79fdd28a7","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","value":"{{basic_auth}}","type":"text"}],"url":"{{base_url}}/lists/contact_udfs?page=1","description":"

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Note: You must be an administrator to use this method.

\n

field_type values:

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
valuedefinition
1True/False
2Yes/No
3List
4Text
5Date
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\n

Authenticated users must be an admin to access this feature.

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Deletse the Tag Member record by Member ID

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payment.premium_option values:

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1level
2increasing
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payment.inv_frequency values:

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\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
valuedescription
1Task
2Appointment
3Phone Call
4Unassigned
\n

Note: When creating all-day activities, the start time should be midnight of the authenticated user's timezone.

\n

Given the date December 14, 2020, both of the following formats work for a PST user.

\n

2020-04-03T00:00:00.000

\n

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activity_code_id:

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
valuedescription
1Task
2Appointment
3Phone Call
4Unassigned
\n

Note: When creating all-day activities, the start time should be midnight of the authenticated user's timezone.

\n

Given the date December 14, 2020, both of the following formats work for a PST user.

\n

2020-04-03T00:00:00.000

\n

2020-04-03T08:00:00.000z

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Changing/setting the step due date

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Due dates are determined by the frequency, interval, and interval_placement fields on the step, and are relative to the workflow target date.

\n

Interval and Frequency

\n

Interval can be thought of as the amount of time we want to apply, and Frequency is the unit of time. Frequencies are measured in days (frequency = 1), weeks (frequency = 2), or months (frequency = 3).

\n

Interval Placement

\n

Interval placement determins whether our due-date offset is before (interval_placement = 1), after (interval_placement = 2), or on (interval_placement = 3) the workflow target date.

\n

Putting It All Together

\n

For example:

\n

9 days before target date = interval:9, frequency:1, interval_placement:1

\n

2 weeks after target date= interval:2, frequency:2, interval_placement:2

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1 month before target date = interval:1, frequency:3, interval_placement:1

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8/6/20:

\n\n

5/20/20

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4/29/20 - V1 Rollout

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