Overview

For AllClients users, use your accountid and apikey which can be found in your Account, under Settings.

In addition to using the users credentials, you have the option of user the master apiusername and apipassword instead if the apikey for use in all functions.

Functions

Account (For White Label Administrators Only)

Setup

AddAccount
AddEmailCredits
AttachmentMove
GetAccounts
GetEmailCreditSummary
GetExtraMailMergeFields
GetSignOnUrl
SetAccountEmail
SetAccountFeatures
SetAccountGroup
SetAccountPassword
SetAccountStatus

Copying Settings

CopyActionSetFromDefault
CopyAutoresponderFromDefault
CopyDealTypeFromDefault
CopyEmailTemplateFromSamples
CopyLetterTemplateFromDefault
CopyToDoPlanFromDefault
CopyWebFormFromDefault

Team Member

AddTeamMember
DeleteTeamMember
GetPermissions
GetTeamMembers
SetPermissions
UpdateTeamMember

VoiceTouch

AddExistingPhoneNumber
DeletePhoneNumber

Appointments

AddAppointment

Contacts

Core Contact Functions

AddContact
DeleteContact
DeleteContactByEmail
GetContactBirthdays
GetContactCount
GetContacts
QuickSearchContacts
ReassignContact
UpdateContact

Other Contact Functions

AddContactNote
DeleteNote
AddContactSpecialEvent
AssignAutoresponder
AssignToDoPlan
ContactFlags
GetAddressList
GetAttachmentDownloadURL
GetContactAttachments
GetContactNotes
GetContactSpecialEvents
GetSavedSearchCount
GetSavedSearches
RunActionSet (Run Workflow)
StopActionSet (Stop Workflow)

Contact Links

AddContactLink
DeleteContactLink
GetContactLinks

ClientTouch/Group Actions

AddToClientTouch
ClearClientTouch

Deals

AddDeal
AddDealTypeField
GetContactDeals
GetDealNotes
GetDeals
UpdateDeal
DeleteDeal
AddDealRelatedContact
DeleteDealRelatedContact

Email

AssignAutoresponder
CancelAllAutoresponders
CancelAutoresponder
GetOptInStatus
GetOptInStatusList
SetOptInStatus

Settings

Action Sets

GetActionSet
GetActionSets

Autoresponders

GetAutoresponder
GetAutoresponders

Categories

AddCategory
DeleteCategory
GetCategories

Category2

AddCategory2
DeleteCategory2
GetCategory2

Custom Fields

GetCustomFields
UpdateCustomFields

Email Templates

AddEmailTemplate
GetEmailTemplate
GetEmailTemplates

Sources

AddSource
DeleteSource
GetSources

Letter Templates

GetLetterTemplate
GetLetterTemplates

Tags (Flags)

AddFlag
DeleteFlag
GetFlags
UpdateFlag

Landing Pages

GetWebFormDetails
GetWebFormFolders
GetWebForms

Mail Merge Profiles

GetMailMergeProfiles
UpdateEmailSending
UpdateMailMergeProfile

Quick Notes

AddQuickNote

Misc

GetAudioMessages
GetToDoPlans

Text Message Templates

AddTextTemplate
GetTextTemplates

Statistics and Reports

GetActivityLog
GetContactBirthdays
GetContactCount
GetEmailBlasts
GetEmailBlastDetails
GetEmailDailyStatistics
GetEmailMonthlyStatistics
GetNotesByDate
GetToDoSummary
GetVoiceTouchSummary
StatsAppointmentDetail
StatsAppointmentsByDate
StatsAppointmentsByDateByTeamMember
StatsContactsAdded
StatsZipcodeDetail

To Dos

AddToDo
DeleteToDo
GetToDos
GetToDoSummary
UpdateToDo