20. Leads

Interface

It allows you:

• to view leads

• to view an attachment from lead

• to view list of attachments from lead

• to add attachments to lead

• to delete attachments from lead

Columns that can  be used as filters:

Actions can be done:

• • List

API Method

List:

URL: https://api.socratecloud.com/webapi/rest/lead/list/{version}?startRow={0}&endRow={100}&accessToken={access_token}

Method: GET

Return: JSON object with next format:

{

"data": [

    {

        "OrganizationName": "Demo SRL",

        "Lead_ID": 1000263,

        "LeadName": "Vanzare piesa tractor",

        "DocumentNo": "1000000",

        "IsActive": true,

        "Created": "2020-03-10 10:51:24+0200",

        "CreatedBy": "SuperUser",

        "Updated": "2020-06-26 14:40:06+0300",

        "UpdatedBy": "AdminTitular",

        "TaxID": "3269578",

        "Address_1": " BLD. PIPERA, ET.6",

        "Address_2": null,

        "LeadURL": null,

        "Email": null,

        "Phone": "0721test",

        "Phone2": null,

        "Title": null,

        "LeadRating": "1",

        "Summary": "Testare APILead",

        "Help": null,

        "Postal": null,

        "Postal_Add": null,

        "DUNS": null,

        "Description": null,

        "NAICS": null,

        "NumberEmployees": null,

        "Fax": null,

        "SendNewEmail": false,

        "SalesVolume": null,

        "SalesVolumePrev": null,

        "FiscalYear": null,

        "FiscalYearPrev": null,

        "CurrentSolution": null,

        "DateCompletePlan": null,

        "LeadSize": null,

        "Processed": false,

        "LeadType_ID": 1000058,

        "LeadTypeName": "Inbound",

        "LeadQualificationName": null,

        "SalesRep_ID": 1001776,

        "SalesRepName": "Test Ifrim",

        "CommRep_ID": 0,

        "CommRepName": null,

        "LastOffer_ID": 1175061,

        "LastOrder_ID": 0,

        "OffersCounter": 1,

        "OrdersCounter": 0,

        "BPartner_ID": 1019063,

        "BPartnerName": "Test SRL",

        "BPartnerLocation_ID": 1018844,

        "BPartnerLocationName": " BLD. PIPERA, ET.6",

        "BPartnerSizeName": null,

        "BPartnerGroupName": "Clienti",

        "BPartnerStatusName": null,

        "BPartnerSR_ID": 1001010,

        "BPartnerSRName": "Test Ifrim",

        "Contact_ID": 1015075,

        "ContactName": "Test Marcel",

        "City_ID": 2140913594,

        "CityName": "VOLUNTARI",

        "Region_ID": 2140900024,

        "RegionName": "Ilfov",

        "CountryName": "Romania",

        "SourceName": "Phone",

        "StatusName": "Contact nou",

        "SalesRegionName": "R-Vnz-Demo-RO-NOD",

        "CampaignName": "[Panasonic][P][Q2_2019][2000EUR][F64 0%]",

        "Project_ID": 1011495,

        "Project": "1003500",

        "ProjectName": "Vanzare piesa tractor",

        "Request_ID": 1007033,

        "RequestAmt": 0,

        "DateNextAction": "2020-06-30 14:45:00+0300",

        "Priority": "7",

        "LastResult": "Sesizare creată",

        "InterestArea_ID": 0,

        "InterestAreaName": null,

        "JobName": null,

        "GreetingName": "SC",

        "IndustryCodeName": null,

        "ProductFamilyName": null,

        "PrimaryCompetitorName": null

    }

],

"totalRows": 1

}

View attachment:

URL:  https://api.socratecloud.com/webapi/rest/lead/attachment/{version}?LeadNo={LeadNo}&FileName={FileName}&accessToken={access_token}

Method: GET

Return: File or 204/"No Content" if no attachment found

Add attachment:

URL:  https://api.socratecloud.com/webapi/rest/lead/attachment/add/{version}?LeadNo={LeadNo}&FileName={FileName}&accessToken={access_token}

Method: POST

Return 'Ok' for success or error message (start with "ERROR: ")

Delete attachment:

URL: https://api.socratecloud.com/webapi/rest/lead/attachment/delete/{version}?LeadNo={LeadNo}&FileName={FileName}&accessToken={access_token}

Method: POST

Return 'Ok' for success or error message (start with "ERROR: ")

View attachments list:

URL: https://api.socratecloud.com/webapi/rest/lead/attachment/list/{version}?LeadNo={LeadNo}&accessToken={access_token}

Method: GET

Return: JSON with the following format:

{

    "data": [

        {

            "FileName": "descriere.txt",

            "Bytes": 20273

        },

        {

            "FileName": "800x600.jpg",

            "Bytes": 7767

        }

    ],

    "totalRows": 2

}