CRM Events
List CRM events
Returns CRM events. The query must contain exactly one target field out of businessCaseId, clientId, or supplierId. You can optionally filter by type and paginate with perPage and page.
GET
List CRM events
Authorizations
Bearer token created for a specific company in Integrations → API.
Query Parameters
ID of a business case. Mutually exclusive with clientId and supplierId.
Example:
501
ID of a client. Mutually exclusive with businessCaseId and supplierId.
Example:
101
ID of a supplier. Mutually exclusive with businessCaseId and clientId.
Example:
151
Optional filter by CRM event type.
Available options:
note, email, phone_call, document_linked Example:
"note"
Number of results per page. Maximum is 200.
Required range:
1 <= x <= 200Example:
10
Page number to return.
Required range:
x >= 1Example:
1
Previous
Create a CRM eventCreates a new CRM event. You must send exactly one target field from `businessCaseId`, `clientId`, or `supplierId`, together with `type`, `metadata`, and optional `attachmentUploadTokens[]`. For `document_linked`, use `metadata.documentType` and `metadata.documentId`; attachments are not supported for that type. If you send an `Idempotency-Key`, a repeated create call with the same key and identical payload returns the original response instead of creating a duplicate event. Metadata field availability is documented directly on `metadata.content`, `metadata.email`, `metadata.personName`, `metadata.phoneNumber`, `metadata.documentType`, and `metadata.documentId`.
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List CRM events

