CRM App API Documentation

The REST API provides an easy-to-use set of HTTP endpoints that let you access your site’s data in simple JSON format, including users, leads, taxonomies and more. Retrieving or updating data is as simple as sending a HTTP request.

The web services help you build applications and manage your CRM Account and the associated CRM data using CRM REST API. FinCRM APIs belongs to the REST (Representational State Transfer) category. The REST methods include: GET, POST, PUT and DELETE request.

Request Methods Definition
GET Fetching the data or retrieve the data
POST Store the data
PUT Updating the data
DELETE Destroy Or Deleting the data

Note: {URL}:

Key Value
Content-Type application/json

User Authentication:

  1. Login User:

Method: POST
URL: {url}/api/login

Headers: key: Content-Type value: application/json
Body Params: email, password

  1. Register User:

Method: POST
URL: {url}/api/register

Headers: key: Content-Type value: application/json
Body Params: name, email, mobile, company, password, c_password

Body params Data type Message
name String Your name
email Email Your email
mobile Integer Your contact number
company String Your company name
password String Your password
c_password String Your confirm password
  1. Logout:

Method: POST
URL: {url}/api/logout

Headers:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

Company: Except all companies and company details, you will need the auth_token or Authorization Header for accessing the company API’s

  1. All Companies

Method: GET
URL: {url}/api/ v1/companies?sort={number}

Headers: key: Content-Type value: application/json
Params: key: sort , value: enter integer value such as 10, 25 etc..

The sort params will return you a number of record you wants to lists.

  1. Company Details

Method: GET
URL: {url}/api/ v1/companies/{slug}

Headers: key: Content-Type value: application/json

  1. Add Company

Method: POST
URL: {url}/api/ v1/companies
Headers:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

Body params:

Body params Data type Message
c_name String Your company name
c_mobileNum number Your company number
c_whatsappNum number Your whatsapp number
c_bio String Your company bio
c_email String Your company email
personal_name String Your name
category_id Integer Integer value of category
actype_id Integer Account type id
position String Your position in company
c_logo image Company logo
  1. Update Company

Method: PUT
URL: {url}/api/ v1/companies/{slug}

Headers:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

Body params:

Body params Data type Message
c_name String Your company name
c_mobileNum number Your company number
c_whatsappNum number Your whatsapp number
c_bio String Your company bio
c_email String Your company email
personal_name String Your name
category_id Integer Integer value of category
actype_id Integer Account type id
position String Your position in company
c_logo image Company logo
  1. Delete Company

Method: DELETE
URL: {url}/api/ v1/companies/{slug}

Headers:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
  1. Auth User Company

Method: GET
URL: {url}/api/ v1/auth/company?limit={number}

Headers:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

Params: key: limit value: number (number like 5,10,50 etc…)

This limit params will return number of companies you want to lists.

Products:

  1. Lists of products

Method: GET
URL: {url}/api/v1/products?unique=false&sort=18&featured=true
Headers: key: Content-Type value: application/json
Params:

Key Value Message
unique true/false List only one product of each users.
sort Number (10, 20) Enter number to lists the product
Featured true/false If true will return featured product otherwise all product
  1. Product details

Method: GET
URL: {url}/api/v1/products/{slug}

Headers: key: Content-Type value: application/json

  1. Add product

Method: POST
URL: {url}/api/v1/products
Headers: key:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

Params:

Body params Data type Message
name String Your product name
price number Your product price
description Text Your product description
procat_id Int Select product category
prosubcat_id Int Select product subcategory
company Int Select company
vendor String Enter vendor
tags String Enter tags
location String Enter location
min_quantity Int Enter min quantity of product
picture Image Upload file
unit Int Enter unit of product
  1. Update product

Method: PUT
URL: {url}/api/v1/products/{slug}

Headers: key:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

Params:

Body params Data type Message
name String Your product name
price number Your product price
description Text Your product description
procat_id Int Select product category
prosubcat_id Int Select product subcategory
company Int Select company
vendor String Enter vendor
tags String Enter tags
location String Enter location
min_quantity Int Enter min quantity of product
picture Image Upload file
unit Int Enter unit of product
  1. Delete product

Method: DELETE
URL: {url}/api/v1/products/{slug}

Headers: key:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
  1. Product lead store

Method: POST
URL: {url}/api/v1/product/leads
Headers: key:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

Params:

Body params Data type Message
first_name String name
email String Email
mobile Number Number
pro_id Int Select product id
notes Text description
  1. Product leads

Method: GET
URL: {url}/api/v1/product/leads?all=false
Headers: key:

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

Prams: If parameter all = false it will return only product leads other all leads.

Leads:

For this lead api header will be used.

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
  1. Auth user leads

Method: GET
URL: {url}/api/v1/leads?limit={number}

Headers: Content-Type and Authorization used
Params: key: limit value: number

  1. Add lead

Method: POST
URL: {url}/api/v1/leads
Headers: Content-Type and Authorization used
Params: Use this params in update lead also

Body params Data type Message
first_name String First name
last_name String Last name
email Number Email
designation string Designation
notes Text Description
company Int Select company
phone Number Enter number
mobile Number Enter number
picture Image Upload image
  1. Update lead

Method: PUT
URL: {url}/api/v1/leads/{id}

Headers: Content-Type and Authorization used
Params: use same params defined in add lead

  1. Delete Lead

Method: DELETE
URL: {url}/api/v1/leads/{id}

Headers: Content-Type and Authorization used

  1. Detail of lead

Method: GET
URL: {url}/api/v1/leads/{id}

Headers: Content-Type and Authorization used
Contacts:

For this contact api header will be used.

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
  1. Auth user contacts

Method: GET
URL: {url}/api/v1/contacts
Headers: Content-Type and Authorization used

  1. Add contacts

Method: POST
URL: {url}/api/v1/contacts
Headers: Content-Type and Authorization used
Params: use this params for store and update api

Body params Data type Message
first_name String First name
last_name String Last name
email Number Email
ldsrc_id Integer Select lead source
mobile Number Enter number
picture Image Upload image
  1. Update contacts

Method: PUT
URL: {url}/api/v1/contacts/{id}

Headers: Content-Type and Authorization used

  1. Delete contacts

Method: DELETE
URL: {url}/api/v1/contacts/{id}

Headers: Content-Type and Authorization used

  1. Detail of contacts

Method: GET
URL: {url}/api/v1/contacts/{id}

Headers: Content-Type and Authorization used

Deal:

For this deal api header will be used.

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
  1. Auth user deal

Method: GET
URL: {url}/api/v1/deals?limit={number}

Headers: Content-Type and Authorization used
Params: key: limit value: number

  1. Add deal

Method: POST
URL: {url}/api/v1/deals
Headers: Content-Type and Authorization used
Params: use this params for store and update api

Body params Data type Message
name String First name
ld_id Integer Select lead id
pro_id Integer Slect product id
sfun_id Integer Select sales funnel id
value Number Enter value
closing_date date date
  1. Update deal

Method: PUT
URL: {url}/api/v1/deals/{id}

Headers: Content-Type and Authorization used

  1. Delete deal

Method: DELETE
URL: {url}/api/v1/deals/{id}

Headers: Content-Type and Authorization used

  1. Detail of deal

Method: GET
URL: {url}/api/v1/deals/{id}

Headers: Content-Type and Authorization used

Services:

For this service api header will be used.

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
  1. All Service

Method: GET
URL: {url}/api/v1/api-services?limit={number}&featured={true/false}

Headers: Content-Type header is use for this
Params:

Key Value Message
limit number Will list the number of services
featured true/false Will show featured services based on condition (true/false)
  1. Add Service

Method: POST
URL: {url}/api/v1/api-services
Headers: Content-Type and Authorization used
Params:

Body params Data type Message
title String Service name
price Value Enter price value
servcategory_id Int Select service category
serv_subcategory_id Int Select service sub category
company_id Int Select company id
image String Upload image
description Text Description
brand String Brand name
tags string tags
  1. Service Lead Store

Method: POST
URL: {url}/api/v1/api-services/leads
Headers: Content-Type and Authorization used
Params:

Body params Data type Message
name String Service name
mobile number Enter number
service_id Int Select service id
notes Text Notes
  1. Detail of Services

Method: GET
URL: {url}/api/v1/api-services/{slug}

Headers: Content-Type and Authorization used

  1. Auth User Services

Method: GET
URL: {url}/api/v1/services?limit={number}

Headers: Content-Type and Authorization used
Params:

Key Value Message
limit number Will list the number of services

Common API’s for Select Values/Id (for dropdown)

Key Value Message
Content-Type application/json
Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
  1. Get Currencies

Method: GET
URL: {url}/api/v1/currencies
Headers: Content-Type and Authorization used

  1. Account Type

Method: GET
URL: {url}/api/v1/account-type
Headers: Content-Type and Authorization used

  1. Industry Type

Method: GET
URL: {url}/api/v1/industry-type
Headers: Content-Type and Authorization used

  1. Category List

Method: GET
URL: {url}/api/v1/list-category
Headers: Content-Type and Authorization used

  1. Subcategory List

Method: GET
URL: {url}/api/v1/list-subcategory?limit=10&category_id=1
Headers: Content-Type and Authorization used
Params:

Key Value Message
limit number Will list the number of subcategories
category_id Integer For which category do you want the list of subcategories
  1. States

Method: GET
URL: {url}/api/v1/states/{country_id}

Headers: Content-Type and Authorization used

  1. Countries

Method: GET
URL: {url}/api/v1/countries
Headers: Content-Type and Authorization used

  1. Deal Type

Method: GET
URL: {url}/api/v1/deal-type
Headers: Content-Type and Authorization used

  1. Lead Type

Method: GET
URL: {url}/api/v1/lead-type
Headers: Content-Type and Authorization used

  1. Lead Source

Method: GET
URL: {url}/api/v1/lead-source
Headers: Content-Type and Authorization used

  1. Units

Method: GET
URL: {url}/api/v1/units
Headers: Content-Type and Authorization used
Dashboard Purposes

  1. Auth User Profile

Method: GET
URL: {url}/api/v1/profile
Headers: Content-Type and Authorization used

  1. User Company

Method: GET
URL: {url}/api/v1/auth/company
Headers: Content-Type and Authorization used

  1. User Product

Method: GET
URL: {url}/api/v1/auth/product?limit={number}

Headers: Content-Type and Authorization used