Flowlu Rest API Documentation ( 1.0)

Flowlu Rest API Documentation ( 1.0)

Download OpenAPI specification:Download

Introduction

All API calls are GET and POST HTTP requests to your account domain (except for requests to the authorization server) at the URL / api / v1

To authenticate each request, you must pass a server API key (parameter api_key).

https://{{your_company}}.flowlu.com/api/v1/module/{{module_name}}/{{entity_name}}/{{method}}?api_key=dDhlTUtENmp4OFBGQkN0N2hUMUNUQ0FFeGI5N2JRZ0VfMQ

Data transfer must be in FORM URLEncoded format.

Limits

The number of requests per second per account is specified in the subscription. On trial the limit is 1 request per second. If the limit is exceeded, a response with status 429 with the header "Too Many Requests" is returned.

Common structure

  • https://{{your_company}}.flowlu.com/ — Your account URL, where your account code should be specified instead of your_company
  • /api/v1/ - API address and version (v1)
  • /module/{{module_name}}/ — points to module
  • /{{entity_name}}/ —points to an entity
  • /{{method}} — points to a method (create, get, list, delete, update)
  • ?api_key=* — your personal API key

The response to the request will be returned in JSON format with HTTP code 200. A successful request contains a response object.

API key

API key management is available in the System Settings → API Settings.

You can create and delete keys, as well as configure access rights to individual modules of each key.

Removing the key will permanently deactivate it.

For authentication using an API key, it is required to pass it with each request to the server the api_key parameter.

Example:

https://{{your_company}}.flowlu.com/api/v1/module/crm/lead/list?api_key=dDhlTUtENmp4OFBGQkN0N2hUMUNUQ0FFeGI5N2JRZ0VfMQ

OAuth 2.0

Oauth 2.0 authorization allows access for external applications to Flowlu.  Unlike API keys, the scope is certain users that allow access to their accounts for an external client.  Registration is available only for the portal's administrator, but the number of applications is unlimited.

How to get an authorization token


To get access to OAuth 2.0 API endpoints, you need to follow steps below:
  1. Create an application for external resources in the portal settings to connect to the API.
  2. Request authorization approval:
GET https://my.flowlu.com/oauth2/authorize?client_id={{client_id}}&state={{state}}

Parameters:

  • client_id (required) - application identifier, located on the detail page of the created application,
  • state - random token which will be returned to the client. Use for CSRF attack prevention.

The response to the request is a page of authorization approval. If the user is not logged in, they’ll be redirected to the Flowlu authorization page.

  1. If the user allows access, Flowlu is redirected to the redirect_uri of the application, requesting the authorization with a temporary code, code parameter and CSRF token you provided in the state. If the condition doesn't match, the request is created by the third part and you have to interrupt the process. The validity of the temporary code is 10 minutes.

If access is denied by the user, redirection is performed with GET parameters error and error_description with the description of the authorization error.

  1. Authorization token receiving:

Content-Type: application / x-www-form-urlencoded

POST https://my.flowlu.com/oauth2/access_token

Parameters (all required):

  • grant_type - the value of "code", authorization type;
  • client_id - unique identifier of the client application;
  • client_secret - application password;
  • code - the authorization code that was previously received by the client application;
  • redirect_uri - the redirect URI of the client application, where it received the authorization code.

The response is returning in JSON format. Example:
{
   "token_type": "Bearer",
   "expires_in": 5270400,
   "access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiJ9",
   "refresh_token": "def50200e167a482b9986d640a2cdba892b58aea5e9"
}
  • token_type - to bearer token type;
  • expires_in - authorization token lifetime in seconds;
  • access_token - JWT authorization token for API access;
  • refresh_token - refresh token.

By sending requests to the API endpoints with authorization titles, you’ll be able to receive data according to the user access level of your portal.

Authorization: Bearer {{access_token}}

The authorization token lifetime is 2 days, and the refresh token is 6 months.  Limited lifetime is saving your data from third-party interruptions while compromising. Requests with an expired token will be responded to with the 401 Unauthorized status.

{
    "error": "Access token has been revoked"
}

To get a new authorization token, make a request:

Content-Type: application / x-www-form-urlencoded

POST https://my.flowlu.com/oauth2/refresh_token

Parameters (all required):

  • grant_type - value of "refresh_token";
  • client_id - unique identifier of the client application;
  • client_secret - the client secret value;
  • refresh_token - the refresh token.

Example of cURL request:
curl -X "POST" "https://my.flowlu.com/oauth2/refresh_token" \
   -H "Content-Type: application/x-www-form-urlencoded" \
   --data-urlencode "grant_type={{refresh_token}}" \
   --data-urlencode "client_id={{client_id}}" \
   --data-urlencode "client_secret={{client_secret}}" \
   --data-urlencode "refresh_token={{refresh_token}}"

Type of the response will be the same as it is with receiving an authorization token.  Note, that the value of refresh_token is updated, so it has to be recreated and applied during the next request.

Basic methods

GET

  • /{{module_name}}/{{entity_name}}/get/{id} - getting a record by id

An example of getting a record with id = 42:

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/lead/get/42

Record requests can return an error of the data received in the request

{
  "error": {
    "error_code": 20,
    "error_msg": "not found"
  }
}

CREATE

  • /{{module_name}}/{{entity_name}}/create - creating a record

An example of creating a record:

POST https://{{your_company}}.flowlu.com/api/v1/module/crm/lead/create

The response contains the id field with the identifier of the new record

{
  "response": {
    "id": 5,
    "_resultMessage": "Your application is accepted. Application number # 5"
  }
}

A request to create a record may return a validation error for the data received in the request

{
  "error": "validation",
  "description": "Form filling error",
  "details": {
    "name": "name cannot be empty"
  }
}

UPDATE

/{{module_name}}/{{entity_name}}/update/{ID} — update record by id

An example of updating a record with id = 42

POST https://{{your_company}}.flowlu.com/api/v1/module/crm/lead/update/42

The response contains all the fields in the updated record.

Record update requests may return an error on the data received in the request

{
  "error": {
    "error_code": 20,
    "error_msg": "not found"
  }
}

DELETE

/DELETE/{ID} —deleting a record by id.

Example of deleting a deal with id = 42

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/lead/delete/42

The response contains an id field with the identifier of the deleted record

{
  "response": {
    "id": "42"
  }
}

LIST

/LIST — getting a list of records with the ability to filter.

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/lead/list
GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?search=flowlu&page=3

Available query parameters:

  • limit - the maximum number of records given per request. The default is 50, the maximum is 100.
  • page - page number of the query result. The default is 1.
  • filter - an array of parameters for filtering the resulting list of records.
  • search - search query.
Field Description
total total number of records, excluding the current search query and applied filters
total_result total number of records, including the current search query and applied filters
page page number
count number of records in response
items array of objects of received records
{
  "response": {
    "total": 3,
    "page": 1,
    "count": 3,
    "items": [
      {
        "id": 5,
        "active": 1,
        "name": "company5",
      },
      {
        "id": 4,
        "active": 1,
        "name": "company4",
        ...
      },
      ...

    ]
  }
}

Filter

To filter the received records, you need to pass the filter parameter, which is an array, in which the key is a field of records to filter.

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[active]=1

Comma-separated list of values are available.

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[type_id]=1,2

To exclude by value, use the!

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[type_id]=!1

Filtering by time interval is possible by passing a JSON object, with fields start_date and end_date

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[created_date]={"start_date": "2017-02-05", "end_date": "2017-10-05"}
GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[closed_date]={"start_date": "2017-01-05"}

Filtering by tag

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[_tag_id]=69

Filtering by custom fields

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[cf.field_1]=filter_value

Filtering by exact match (exact_value) is possible by passing a JSON object with the value field, where the required value is specified

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[id]={"type": "exact_value", "value": 3}

Filtering by the 'less than' (less) condition is performed by passing a JSON object with the value field, where the maximum value is specified. The response will return records with smaller values

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[id]={"type": "less", "value": 3}

Filtering by the 'greater than' (more) condition is performed by passing a JSON object with the value field, where the minimum value is specified. The response will return records with greater values

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[id]={"type": "more", "value": 3}

Filtering by a value range is possible by passing a JSON object with the fields start_value and end_value

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?filter[id]={"type": "range", "start_value": 3, "end_value": 5}

To return only specific fields in the response, pass the fields parameter, listing the required attributes separated by commas

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?fields=id,name

Search

To search % LIKE% by values, you need to pass the search = {{value}} parameter..

GET https://{{your_company}}.flowlu.com/api/v1/module/crm/account/list?search=Flowlu

Relations

Entities can have relationships with other entities using a foreign key. If the relationship goes on several fields, then additional foreign keys are used, which point to the fields.

For the convenience of working with related entities, you can use the methods described below.

Arguments

  • {{module}} - module name.
  • {{model}} - model name.
  • {{model _id}} - model id
  • {{alias}} - Alias used for communication with the entity

Many to one relationship (belongs to)

Keys are stored in the same entity.

Receiving

GET https://{{your_company}}.flowlu.com/api/v1/module/{{module}}/{{model}}/{{model_id}}/{{alias}}/get

Update

POST https://{{your_company}}.flowlu.com/api/v1/module/{{module}}/{{model}}/{{model_id}}/{{alias}}/update

One to many relationship (has many)

Keys are stored in the associated entity.

List

GET https://{{your_company}}.flowlu.com/api/v1/module/{{module}}/{{model}}/{{model_id}}/{{alias}}/list

Create

POST https://{{your_company}}.flowlu.com/api/v1/module/{{module}}/{{model}}/{{model_id}}/{{alias}}/create

Data types

Name Description Example
int A number in the range -2147483648 to 2147483647 586844
string String with a maximum length of 255 characters There can be text with a maximum length of 255
text Text There may be a lot of text here
boolean 1 or 0 1 ; 0
float Floating point number 457.45869
price Number, the maximum total number of stored decimal places in which is 20 including 2 after the decimal point 546.56
datetime ISO 8601 format string (YYYY-MM-DD hh: mm: ss) 2020-08-26 09:31:16
date ISO 8601 format string (YYYY-MM-DD) 2020-08-26

Webhooks

You can create a new webhook in Flowlu via the System Settings → Webhooks. The data is sent in JSON format. The request is made as an HTTP POST request.

Format

{
  "meta": {
    "module": "crm",
    "model": "account",
    "action": "create"
  },
  "current": (the object data as of this update),
  "previous": (the object data prior to this update)
}

Fields

Field type description
meta.module string Entity module name
meta.model string Entity model name
meta.action string Event name ("create", "update" or "delete")
current object or null Entity current state
previous object or null Entity previous state

Entity state is data that are placed in a way which conforms to our API Reference.

Users

This API allows you to manage users in the system.

1. Conditions and Permissions

To perform user creation and editing operations, the authenticated OAuth2.0 user (or API key) must meet one of the following conditions:

  • Portal Administrator: A user with administrator rights in the system.
  • Access to "System" Module: An API key with access to system methods.

A user can also update their own data without special permissions.


2. User Object Fields

The user object is composed of core fields and profile fields. Not all fields are writable, and available fields differ between create and update operations.

Core Fields

These fields contain the fundamental, read-only information about the user.

Field Type Description
id integer Unique identifier for the user.
username string Login name, typically the user's email address.
name string The full name of the user, generated automatically.
lang_id integer ID of the user's interface language.
register_date string The date and time when the user was registered.
last_active string The date and time of the user's last activity.
image string URL path to the user's profile picture.
role_admin integer 1 if the user is an administrator, 0 otherwise.
role_login integer 1 if the user is allowed to log in, 0 otherwise.
role_external integer 1 if the user is an external user, 0 otherwise.

Writable Core & Profile Fields

These fields can be provided during create or update operations, as specified in the endpoint documentation.

Field Type Description
first_name string User's first name.
second_name string User's middle name or patronymic.
last_name string User's last name.
birth_date string User's birth date in YYYY-MM-DD format.
timezone string The user's timezone (e.g., "Europe/Moscow").
email_personal string User's personal email address.
phone_mobile string Mobile phone number.
phone_work string Work phone number.
phone_internal string Internal office phone number or extension.
web string URL of a personal or company website.
description string A short biography or description.
ref string An external system reference identifier.
ref_id string The ID for the external system reference.
position string The user's job title or position.
link_* string Social media links (e.g., link_telegram).
cf_* mixed Custom fields defined in the system.

3. Get List of Users

GET /api/v1/module/core/user/list

Retrieves a paginated and filterable list of users. (See previous sections for full details)


4. Get User Details

GET /api/v1/module/core/user/get/{id}

Retrieves detailed information about a user by their ID. (See previous sections for full details)


5. Get Current User Details

GET /api/v1/module/core/user/get

Retrieves detailed information about the currently authenticated user. (See previous sections for full details)


6. Create User

POST /api/v1/module/core/user/create

Creates a new user.

Required Permissions: The user must be a portal administrator or use an API key with access to system methods.

Request Body Parameters:

Field Type Required Description
email string Yes User's email. This will be used to set the read-only username field.
role_login integer No 1 (default) allows login, 0 creates a "dummy" user record without login.
first_name string No User's first name.
last_name string No User's last name.
position string No User's job title.
... ... No Any other writable Core & Profile fields.

Example Request:

POST /api/v1/module/core/user/create
Content-Type: application/json

{
    "email": "new.user@example.com",
    "first_name": "New",
    "last_name": "User",
    "role_login": 1,
    "position": "Manager"
}

7. Update User by ID

POST /api/v1/module/core/user/update/{id}

Updates an existing user's data.

Required Permissions:

  • A user can update themselves.
  • A portal administrator or an API key with access to system methods can update any user.

Important Note: Core fields (first_name, last_name, etc.) will not be updated if the user is a member of multiple accounts. Only Profile fields are updated in this scenario.

Request Body Parameters:

This endpoint accepts any of the "Writable Core & Profile Fields" listed in section 2. Fields like id, username, email, and role_* cannot be modified via this method.

Example Request:

PUT /api/v1/module/core/user/update/123
Content-Type: application/json

{
    "first_name": "Jonathan",
    "position": "Senior Developer",
    "link_telegram": "@jonathan_dev"
}

8. Update Current User Data

PUT /api/v1/module/core/user/update

Updates data for the currently authenticated user.

Request Body Parameters:

This endpoint accepts any of the "Writable Core & Profile Fields" listed in section 2. Fields like id and role_* cannot be modified.

Example Request:

PUT /api/v1/module/core/user/update
Content-Type: application/json

{
    "position": "Lead Specialist"
}

Response (200 OK - updated user object):

{
    "id": 123,
    "username": "current.user@example.com",
    "first_name": "Jane",
    "last_name": "Doe",
    "position": "Lead Specialist"
    // ... other updated fields
}

Customfields

An entity can have custom fields. Such fields are named using the pattern cf_{{number}}. In entity, you cannot create a new field from the API, but you can change, add and remove values, just like with regular entity fields. To get full information about a field, you need add customfields = 1 in query parameters.

If a custom field is configured to use an alias, field name has to look like cf_{{alias}}. To make the field work with an alias, "alias" and "api_use_alias=1" have to be filled.

 If you change the CustomField value but it doesn't update, try cf.{{number}} instead of cf_{{number}}. In some cases, cf_{{number}} template may not work correctly. To set values in checkboxes use square brackets cf_900[] (cf_900[] = option_id, cf_900[] = option2_id). Drop-down sets like a regular field (cf_900 = option_id).

Examples:

  1. https://{{your_company}}.flowlu.com/api/v1/module/task/tasks/get/8225
"response": {
                "id": 8225,
                "name": "Task 1",
                ...
                "crm_account_id": 0,
                "cf_900": "0",
                "cf_phone": "+46764055555" 
        }
  1. https://{{your_company}}.flowlu.com/api/v1/module/task/tasks/get/8225?customfields=1
"response": {
                "id": 8225,
                "name": "Task 1",
                ...
                "crm_account_id": 0,
                "customfields": [
                    {
                        "id": "900",
                        "title": "Yes-No",
                        "type": "boolean",
                        "value": "0"
                    }
                    {
                        "id": "901",
                        "title": "Phone number",
                        "alias": "phone",
                        "api_use_alias": "1"
                        "type": "smalltext",
                        "value": "+46764055555"
                    }
                ]
        }
  1. Seting values in checkboxes
https://{{your_company}}.flowlu.com/api/v1/module/crm/contact/update/666?api_key=<api_key>' \ --header 'Content-Type: application/x-www-form-urlencoded' \ --data 'cf_900[]=866' \ --data 'cf_900[]=897'

https://{{your_company}}.flowlu.com/api/v1/module/crm/contact/update/666?api_key=<api_key>' \ --header 'Content-Type: application/x-www-form-urlencoded' \ --data 'cf\_{{alias}}[]=866' \ --data 'cf\_{{alias}}[]=897'

Fieldsets


Model relations


Has many relation

Alias Module Model Foreign key
fieldsCustom fieldsFieldsfieldset_id

Get

Get

Authorizations:
ApiKeyAuth
path Parameters
id
required
integer

Id

Responses

Response samples

Content type
application/json
{
  • "response": {
    }
}

List

List

Authorizations:
ApiKeyAuth

Responses

Response samples

Content type
application/json
{
  • "response": {
    }
}

Fields


Model relations


Belongs to relation

Alias Module Model Foreign key
_fieldsetCustom fieldsFieldsetsfieldset_id
parent_cacheCustom fieldsFieldscache_parent_id

Has many relation

Alias Module Model Foreign key
optionsCustom fieldsOptionsfield_id
selected_optionsCustom fieldsSelected checkboxes optionfield_id
cache_fieldsCustom fieldsFieldscache_parent_id

Create

Create

Authorizations:
ApiKeyAuth
Request Body schema: application/x-www-form-urlencoded
fieldset_id
integer

Id of the set of fields to which the field is bound

name
string

Field name

ordering
integer

The order in the output the larger the number, the lower the field will be shown

type
string

Field type:

  • smalltext => Text
  • text => Multiline text
  • int => Integer
  • date => Date
  • < li> datetime => Date and time
  • price => Price
  • decimal => Number (fractional number in decimal)
  • select.single => Dropdown list
  • select.multiple => Multiple list
  • model.file => File
  • model.user => User
  • boolean = > Yes / No
  • autonumber => Autonumber
  • alias
    string

    Field alias

    api_use_alias
    boolean

    Use alias in API:

  • 0 - Don't use
  • 1 - Use
  • webhook_use_alias
    boolean

    Use alias in webhooks:

  • 0 - Don't use
  • 1 - Use
  • formula
    string
    module
    string
    model
    string
    scope_id
    integer
    group_id
    integer

    Custom list id

    group_label_field_id
    integer

    Custom field Id in the list specified in group_id. Used to link fields.

    active
    integer

    Active states:

  • 0 - Inactive
  • 1 - Active
  • required
    integer
  • 1 - Required
  • 0 - Optional
  • hint
    string

    Tooltip

    show_on_detail_page
    boolean
    show_in_mobile
    boolean
    parent_id
    integer
    hidden_detail
    boolean
    cache_value
    string
    cache_parent_id
    integer

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    fieldset_id
    integer

    Id of the set of fields to which the field is bound

    name
    string

    Field name

    ordering
    integer

    The order in the output the larger the number, the lower the field will be shown

    type
    string

    Field type:

  • smalltext => Text
  • text => Multiline text
  • int => Integer
  • date => Date
  • < li> datetime => Date and time
  • price => Price
  • decimal => Number (fractional number in decimal)
  • select.single => Dropdown list
  • select.multiple => Multiple list
  • model.file => File
  • model.user => User
  • boolean = > Yes / No
  • autonumber => Autonumber
  • alias
    string

    Field alias

    api_use_alias
    boolean

    Use alias in API:

  • 0 - Don't use
  • 1 - Use
  • webhook_use_alias
    boolean

    Use alias in webhooks:

  • 0 - Don't use
  • 1 - Use
  • formula
    string
    module
    string
    model
    string
    scope_id
    integer
    group_id
    integer

    Custom list id

    group_label_field_id
    integer

    Custom field Id in the list specified in group_id. Used to link fields.

    active
    integer

    Active states:

  • 0 - Inactive
  • 1 - Active
  • required
    integer
  • 1 - Required
  • 0 - Optional
  • hint
    string

    Tooltip

    show_on_detail_page
    boolean
    show_in_mobile
    boolean
    parent_id
    integer
    hidden_detail
    boolean
    cache_value
    string
    cache_parent_id
    integer

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Options

    Options

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    fieldCustom fieldsOptionsfield_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    field_id
    integer

    Id of the field to which the options are bound

    type
    string

    Type

    value
    string

    Value

    ordering
    integer

    The order in the output the larger the number, the lower the field will be shown

    color
    string

    Option color

    ref
    string

    Ref

    ref_id
    string

    Ref

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    field_id
    integer

    Id of the field to which the options are bound

    type
    string

    Type

    value
    string

    Value

    ordering
    integer

    The order in the output the larger the number, the lower the field will be shown

    color
    string

    Option color

    ref
    string

    Ref

    ref_id
    string

    Ref

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Selected checkboxes option


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    fieldCustom fieldsFieldsfield_id
    optionCustom fieldsOptionsfieldoption_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    item_id
    integer

    Option id

    field_id
    integer

    Custom field id

    fieldoption_id
    integer

    Field option id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    item_id
    integer

    Option id

    field_id
    integer

    Custom field id

    fieldoption_id
    integer

    Field option id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Company

    The module "Company" will help you track and record employees’ absence details. Flexible settings and custom types of absences will allow you to monitor each employee personally, so you won’t miss any detail.

    With a lifestream chart and list of current absences, you and your teammates will be able to check who’s off right now and when this person will get back to work, so you can manage your time and resources better.

    Employee time off

    Contains a list of time off

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    absence_typeMy TeamTime off typeabsence_type_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    user_id
    integer

    User's ID

    start_date
    string

    Start date

    end_date
    string

    End date

    original_end_date
    string

    End date excluding holidays

    absence_type_id
    integer

    Time off type ID

    comment
    string

    Comment

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    user_id
    integer

    User's ID

    start_date
    string

    Start date

    end_date
    string

    End date

    original_end_date
    string

    End date excluding holidays

    absence_type_id
    integer

    Time off type ID

    comment
    string

    Comment

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Time off type

    Contains time off types

    Model relations


    Has many relation

    Alias Module Model Foreign key
    absencesMy TeamEmployee time offabsence_type_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    title
    string

    Type name

    color
    string

    Type color

    default_absence_duration
    integer

    Default time off duration

    count_holidays
    boolean

    Should holidays be taken into account

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    title
    string

    Type name

    color
    string

    Type color

    default_absence_duration
    integer

    Default time off duration

    count_holidays
    boolean

    Should holidays be taken into account

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Payables & Receivables


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id
    crm_accountCRMAccountscrm_account_id
    business_lineFinanceBusiness linebusiness_line_id
    projectProjectsProjectproject_id

    Has many relation

    Alias Module Model Foreign key
    transaction_pls_relationsPayables & ReceivablesLinking to the PLS transactionapar_id
    transaction_relationsPayables & ReceivablesLinking to the transactionapar_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    org_id
    integer

    Organization id

    project_id
    integer

    Project id

    crm_account_id
    integer

    Account id

    date
    string

    Date

    accrual_date
    string

    Accrual Date

    category_id
    integer

    Category id Default- 0

    type
    integer

    M.APAR.CONFIG.TYPE.DESC

    business_line_id
    integer

    business line ID

    vat
    number

    M.APAR.CONFIG.ASSET.VAT.DESC

    amount
    number

    Sum

    net_amount
    number

    M.APAR.CONFIG.NET_AMOUNT.DESC

    vat_amount
    number

    M.APAR.CONFIG.VAT_AMOUNT.DESC

    vat_amount_bcy
    bcy_price

    VAT amount in application base currency. System field, value is set automatically

    amount_bcy
    bcy_price

    M.APAR.CONFIG.AMOUNT_BCY.DESC

    net_amount_bcy
    bcy_price

    M.APAR.CONFIG.NET_AMOUNT.DESC

    paid_amount
    number

    Payment

    paid_amount_bcy
    bcy_price

    M.APAR.CONFIG.PAID_AMOUNT_BCY.DESC

    currency_id
    integer
    manager_id
    integer

    Responsible person ID (only for Individual account type)

    status
    enum
    description
    string

    Description

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    org_id
    integer

    Organization id

    project_id
    integer

    Project id

    crm_account_id
    integer

    Account id

    date
    string

    Date

    accrual_date
    string

    Accrual Date

    category_id
    integer

    Category id Default- 0

    type
    integer

    M.APAR.CONFIG.TYPE.DESC

    business_line_id
    integer

    business line ID

    vat
    number

    M.APAR.CONFIG.ASSET.VAT.DESC

    amount
    number

    Sum

    net_amount
    number

    M.APAR.CONFIG.NET_AMOUNT.DESC

    vat_amount
    number

    M.APAR.CONFIG.VAT_AMOUNT.DESC

    vat_amount_bcy
    bcy_price

    VAT amount in application base currency. System field, value is set automatically

    amount_bcy
    bcy_price

    M.APAR.CONFIG.AMOUNT_BCY.DESC

    net_amount_bcy
    bcy_price

    M.APAR.CONFIG.NET_AMOUNT.DESC

    paid_amount
    number

    Payment

    paid_amount_bcy
    bcy_price

    M.APAR.CONFIG.PAID_AMOUNT_BCY.DESC

    currency_id
    integer
    manager_id
    integer

    Responsible person ID (only for Individual account type)

    status
    enum
    description
    string

    Description

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Linking to the transaction


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    aparPayables & ReceivablesPayables & Receivablesapar_id
    transactionsFinanceTransactiontransaction_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Linked transaction ID

    apar_id
    integer

    Apar ID

    apar_amount
    number

    Entry id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Linked transaction ID

    apar_id
    integer

    Apar ID

    apar_amount
    number

    Entry id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Linking to the PLS transaction


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    aparPayables & ReceivablesPayables & Receivablesapar_id
    transactions_plsFinanceTransactions for the Profit and Loss statementtransaction_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Linked transaction ID

    apar_id
    integer

    Apar ID

    apar_amount
    number

    Entry id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Linked transaction ID

    apar_id
    integer

    Apar ID

    apar_amount
    number

    Entry id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Borrowed Loans


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id
    business_lineFinanceBusiness linebusiness_line_id
    crm_accountCRMAccountscrm_account_id

    Has many relation

    Alias Module Model Foreign key
    transaction_relationsBorrowed LoansLinking credit to transactionloan_id
    transaction_pls_relationsBorrowed LoansLinking credit to P&L transactionloan_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    issue_date
    string

    (Required field) Loan/borrowing issuance date

    name
    string

    (Required field) Loan/borrowing name

    business_line_id
    integer

    Business line ID

    description
    string

    Description

    type
    enum

    (Required field) Type:

  • loan - loan
  • borrowing - borrowing
  • repayment_term
    enum

    (Required field) Repayment period:

  • short - short-term
  • long - long-term
  • crm_account_id
    integer

    (Required field) Crm account ID

    amount
    number

    (Required field) Borrowing amount

    currency_id
    integer

    (Required field) Currency ID

    bcy_amount
    bcy_price

    Amount in account base currency

    currency_exchange_rate
    rate

    Currency exchange rate

    org_id
    integer

    (Required field) Organization ID

    repayment_date
    string

    (Required field) Repayment date

    monthly_payment_day
    integer

    (Required field) Monthly payment day: enter a number from 1 to 31 for a specific day of the month, or -1 if the payment is made on the last day of the month.

    periodic_payment_amount
    number

    (Required field) Monthly payment amount, including annual interest

    rate
    number

    (Required field) Rate

    manager_id
    integer

    Assigned user id

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    issue_date
    string

    (Required field) Loan/borrowing issuance date

    name
    string

    (Required field) Loan/borrowing name

    business_line_id
    integer

    Business line ID

    description
    string

    Description

    type
    enum

    (Required field) Type:

  • loan - loan
  • borrowing - borrowing
  • repayment_term
    enum

    (Required field) Repayment period:

  • short - short-term
  • long - long-term
  • crm_account_id
    integer

    (Required field) Crm account ID

    amount
    number

    (Required field) Borrowing amount

    currency_id
    integer

    (Required field) Currency ID

    bcy_amount
    bcy_price

    Amount in account base currency

    currency_exchange_rate
    rate

    Currency exchange rate

    org_id
    integer

    (Required field) Organization ID

    repayment_date
    string

    (Required field) Repayment date

    monthly_payment_day
    integer

    (Required field) Monthly payment day: enter a number from 1 to 31 for a specific day of the month, or -1 if the payment is made on the last day of the month.

    periodic_payment_amount
    number

    (Required field) Monthly payment amount, including annual interest

    rate
    number

    (Required field) Rate

    manager_id
    integer

    Assigned user id

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Linking credit to transaction


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    loanBorrowed LoansBorrowed Loansloan_id
    transactionsFinanceTransactiontransaction_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Linked transaction ID

    loan_id
    integer

    Loan ID

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Linked transaction ID

    loan_id
    integer

    Loan ID

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Linking credit to P&L transaction


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    loanBorrowed LoansBorrowed Loansloan_id
    transactions_plsFinanceTransactions for the Profit and Loss statementtransaction_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Linked transaction ID

    loan_id
    integer

    Loan ID

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Linked transaction ID

    loan_id
    integer

    Loan ID

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Fixed Asset


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id
    org_accountFinanceBank accountorg_account_id
    crm_accountCRMAccountscrm_account_id

    Has many relation

    Alias Module Model Foreign key
    transaction_relationsFixed AssetsAsset transaction linkasset_id
    transaction_pls_relationsFixed AssetsAsset P&L transaction linkasset_id
    documentsFixed AssetsDocumentsasset_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Asset name. Required field

    type
    enum

    Asset type. Required field.

  • material - Tangible fixed asset
  • intangible - intangible asset
  • org_id
    integer

    Organization ID. Required field

    currency_id
    integer

    Currency ID. Required field

    org_account_id
    integer

    Organization account ID. Required field

    amount
    number

    Asset cost with VAT. Required field

    amount_bcy
    bcy_price

    Asset cost with VAT in application base currency. System field, value is set automatically

    vat
    number

    VAT rate. Required field

    vat_amount
    number

    VAT amount. Required field

    vat_amount_bcy
    bcy_price

    VAT amount in application base currency. System field, value is set automatically

    depreciation_amount
    number

    Depreciable amount without VAT. Required field

    depreciation_amount_bcy
    bcy_price

    Depreciable amount with VAT in application base currency. System field, value is set automatically

    acquisition_date
    string

    Asset acquisition date

    start_date_pls
    string

    Depreciation start month (Y-m-01). Required field

    pre_exist
    boolean

    Set if asset was purchased previously (Equipment amount owed will not be included in accounts payable)

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    period_amount
    number

    Monthly payment amount. Required field

    period_amount_bcy
    bcy_price

    Monthly payment amount in application base currency. System field, value is set automatically

    period
    integer

    Depreciation period (months). Required field

    description
    string

    Description

    manager_id
    integer

    Assigned user id

    crm_account_id
    integer

    Account id

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Asset name. Required field

    type
    enum

    Asset type. Required field.

  • material - Tangible fixed asset
  • intangible - intangible asset
  • org_id
    integer

    Organization ID. Required field

    currency_id
    integer

    Currency ID. Required field

    org_account_id
    integer

    Organization account ID. Required field

    amount
    number

    Asset cost with VAT. Required field

    amount_bcy
    bcy_price

    Asset cost with VAT in application base currency. System field, value is set automatically

    vat
    number

    VAT rate. Required field

    vat_amount
    number

    VAT amount. Required field

    vat_amount_bcy
    bcy_price

    VAT amount in application base currency. System field, value is set automatically

    depreciation_amount
    number

    Depreciable amount without VAT. Required field

    depreciation_amount_bcy
    bcy_price

    Depreciable amount with VAT in application base currency. System field, value is set automatically

    acquisition_date
    string

    Asset acquisition date

    start_date_pls
    string

    Depreciation start month (Y-m-01). Required field

    pre_exist
    boolean

    Set if asset was purchased previously (Equipment amount owed will not be included in accounts payable)

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    period_amount
    number

    Monthly payment amount. Required field

    period_amount_bcy
    bcy_price

    Monthly payment amount in application base currency. System field, value is set automatically

    period
    integer

    Depreciation period (months). Required field

    description
    string

    Description

    manager_id
    integer

    Assigned user id

    crm_account_id
    integer

    Account id

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Allocation by business lines


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    business_lineFinanceBusiness linebusiness_line_id
    assetFixed AssetsFixed Assetasset_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    business_line_id
    integer

    business line ID

    percent
    number

    Allocation percentage. Required field

    asset_id
    integer

    Asset ID. Required field

    group_id
    integer

    Allocation group ID. Required field

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    business_line_id
    integer

    business line ID

    percent
    number

    Allocation percentage. Required field

    asset_id
    integer

    Asset ID. Required field

    group_id
    integer

    Allocation group ID. Required field

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Transaction ID. Required field

    asset_id
    integer

    Asset ID. Required field

    asset_amount
    number

    Total

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Transaction ID. Required field

    asset_id
    integer

    Asset ID. Required field

    asset_amount
    number

    Total

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Transaction ID. Required field

    asset_id
    integer

    Asset ID. Required field

    asset_amount
    number

    Total

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    transaction_id
    integer

    Transaction ID. Required field

    asset_id
    integer

    Asset ID. Required field

    asset_amount
    number

    Total

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Business line allocation groups


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    assetFixed AssetsFixed Assetasset_id

    Has many relation

    Alias Module Model Foreign key
    allocationsFixed AssetsAllocation by business linesgroup_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    date
    string

    Allocation start month (Y-m-01). Required field

    asset_id
    integer

    Asset ID. Required field

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    date
    string

    Allocation start month (Y-m-01). Required field

    asset_id
    integer

    Asset ID. Required field

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Documents


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id
    org_accountFinanceBank accountorg_account_id
    business_lineFinanceBusiness linebusiness_line_id
    crm_accountCRMAccountscrm_account_id
    assetFixed AssetsFixed Assetasset_id

    Has many relation

    Alias Module Model Foreign key
    transactions_plsFixed AssetsAsset P&L transaction linkasset_id
    transactionsFixed AssetsAsset transaction linkasset_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    asset_id
    integer

    Asset ID. Required field

    type
    enum

    Document type. Required field.

  • realization - fixed asset realization
  • write_off - write-off
  • date
    string

    Document date. Required field

    amount
    number

    Document amount. Required field

    amount_bcy
    bcy_price

    Document amount in application base currency. System field, value is set automatically

    net_book_value
    number

    M.ASSET.CONFIG.DOCUMENT.NET_BOOK_VALUE.DESC

    net_book_value_bcy
    bcy_price

    M.ASSET.CONFIG.DOCUMENT.NET_BOOK_VALUE_BCY.DESC

    org_account_id
    integer

    Organization account ID. Required field

    org_id
    integer

    Organization ID. Required field

    currency_id
    integer

    Currency ID. Required field

    business_line_id
    integer

    business line ID

    description
    string

    Description

    manager_id
    integer

    Assigned user id

    crm_account_id
    integer

    Account id

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    asset_id
    integer

    Asset ID. Required field

    type
    enum

    Document type. Required field.

  • realization - fixed asset realization
  • write_off - write-off
  • date
    string

    Document date. Required field

    amount
    number

    Document amount. Required field

    amount_bcy
    bcy_price

    Document amount in application base currency. System field, value is set automatically

    net_book_value
    number

    M.ASSET.CONFIG.DOCUMENT.NET_BOOK_VALUE.DESC

    net_book_value_bcy
    bcy_price

    M.ASSET.CONFIG.DOCUMENT.NET_BOOK_VALUE_BCY.DESC

    org_account_id
    integer

    Organization account ID. Required field

    org_id
    integer

    Organization ID. Required field

    currency_id
    integer

    Currency ID. Required field

    business_line_id
    integer

    business line ID

    description
    string

    Description

    manager_id
    integer

    Assigned user id

    crm_account_id
    integer

    Account id

    created_at
    string

    Created date

    created_by
    integer

    User id

    updated_at
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Task

    The Tasks, inspired by ‘Getting things done’ methodology, allow you to organize collaborative work, delegate tasks, monitor the work of your team and deadlines. This module brings together all the tasks that are related to you. These are personal or delegated tasks, tasks you follow, etc.

    Tasks

    The tasks for the "Tasks" module and events for the "Calendar" module are described here.

    Model relations


    Belongs to relation

    Alias Module Model Foreign keyForeigh keys
    companyCRMAccountscrm_account_id
    templateTasksTaskstemplate_id
    calendarCalendarCalendarevent_calendar_id
    workflowTasksTask Workflowsworkflow_id
    workflow_stageTasksWorkflow Statusesworkflow_stage_id
    parentTasksTasksparent_id
    projectProjectsProjectmodel_idmodule = st, model = project
    project_templateProjectsProject Templatesmodel_idmodule = st, model = type
    leadCRMOpportunities model_idmodule = crm, model = leads
    project_stageProjectsProject stagesproject_stage_idmodule = st, model = project
    project_stage_checkitemProjectsStage Checklistproject_checkitem_idmodule = st, model = project

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    model_collaboratorsTasksFollowerstask_id
    model_participantsTasksCollaboratorstask_id
    subtasksTasksTasksparent_id
    item_relationFinanceLinking the invoice itemsmodel_idmodule = task, model = task

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    report
    string

    Task Report

    parent_id
    integer

    Parent Task ID

    prev_task_id
    integer

    Previous Task ID

    deadline
    string

    End Date (task only)

    deadline_allowchange
    boolean

    Allow to change end date (task only, default- 0):

  • 0 - False
  • 1 - True
  • plan_start_date
    string

    Estimated start date

    plan_end_date
    string

    End date (events only)

    priority
    integer

    Task Priority

    task_checkbyowner
    boolean

    The task has been reviewed by the owner.

    responsible_id
    integer

    Assigned user id

    time_estimate
    integer

    Estimated time

    time_spent
    integer

    Time spent

    cost
    number

    Sum of planned consumption by task

    price
    number

    Amount of planned income by task

    cost_type
    string

    Type of time calculation for the sum of planned consumption by task

    price_type
    string

    Type of time calculation for the sum of planned consumption by task

    created_date
    string

    Created date

    owner_id
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    status_firstviewdate
    string

    Opened Date

    status
    integer

    Status:

  • 1 - New task
  • 3 - Task in progress
  • 4 - Pending approval by the owner
  • 5 - Task completed
  • start_date
    string

    The date the user started executing the task (Status changed to "In Progress"). Sets automatically

    first_closed_date
    string

    First completed date. Sets automatically

    closed_date
    string

    Completed date. Sets automatically

    closed_by
    integer

    Closed by user id. Sets automatically

    return_count
    integer

    Return count

    rating
    integer

    Rating

    status_updated_by
    integer

    The id of the user who updated the status. Sets automatically

    status_updated_date
    string

    Status updated date. Sets automatically

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    project_stage_id
    integer

    Project stage id (module = ''st" model="project"). Project stages

    project_checkitem_id
    integer

    Project checklist id with which the task is linked (module = ''st" model="project") Stage checklist

    type
    integer

    Task type:

  • 0 - Task
  • 1 - Inbox
  • 20 - Event
  • 30 - Task template
  • report_complete
    string

    Task report complete

    crm_account_id
    integer

    Account id

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    all_day
    boolean

    All day (event only):

  • 1 - True
  • 0 - False
  • uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    public_template
    integer

    Template Access (type=30):

  • 1 - Public template
  • 0 - Private template
  • template_id
    integer

    Template id by which the task was created (task with type = 30)

    is_repeat
    boolean

    Is repeat (Default- 0):

  • 0 - No
  • 1 - Yes
  • is_recurrence
    boolean

    Recurring Event (Default- 0)

    recurrence_id
    integer

    ID of the recurrence rule

    recurrence_parent_id
    integer

    ID of the associated recurring event

    recurrence_original_start_date
    string

    The start date of the specific instance within the recurring event

    event_location
    string

    Event location

    event_color
    string

    Color in HEX format

    event_busy_status
    integer

    Availability (event only):

  • 10 - Free
  • 20 - Busy
  • event_access_type
    integer

    Event Privacy Settings:

  • 10 - Default
  • 20 - Personal
  • 30 - Public
  • event_calendar_id
    integer

    The id of the calendar to which the event is linked

    event_type
    integer

    Event type:

  • 21 - Call
  • 22 - Email
  • 23 - Appointment
  • event_etag
    string

    Google Etag

    event_sync_type
    integer

    Google sync

    archive_status
    integer

    Archive status (Default- 0):

  • 0 - Active
  • 10 - Archive
  • is_hidden
    boolean

    A parameter that hides a template from the general list of templates. It is used for task templates in the checklist of the project template.

    workflow_id
    integer

    Task Workflow

    workflow_stage_id
    integer

    Task Workflow Status

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    report
    string

    Task Report

    parent_id
    integer

    Parent Task ID

    prev_task_id
    integer

    Previous Task ID

    deadline
    string

    End Date (task only)

    deadline_allowchange
    boolean

    Allow to change end date (task only, default- 0):

  • 0 - False
  • 1 - True
  • plan_start_date
    string

    Estimated start date

    plan_end_date
    string

    End date (events only)

    priority
    integer

    Task Priority

    task_checkbyowner
    boolean

    The task has been reviewed by the owner.

    responsible_id
    integer

    Assigned user id

    time_estimate
    integer

    Estimated time

    time_spent
    integer

    Time spent

    cost
    number

    Sum of planned consumption by task

    price
    number

    Amount of planned income by task

    cost_type
    string

    Type of time calculation for the sum of planned consumption by task

    price_type
    string

    Type of time calculation for the sum of planned consumption by task

    created_date
    string

    Created date

    owner_id
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    status_firstviewdate
    string

    Opened Date

    status
    integer

    Status:

  • 1 - New task
  • 3 - Task in progress
  • 4 - Pending approval by the owner
  • 5 - Task completed
  • start_date
    string

    The date the user started executing the task (Status changed to "In Progress"). Sets automatically

    first_closed_date
    string

    First completed date. Sets automatically

    closed_date
    string

    Completed date. Sets automatically

    closed_by
    integer

    Closed by user id. Sets automatically

    return_count
    integer

    Return count

    rating
    integer

    Rating

    status_updated_by
    integer

    The id of the user who updated the status. Sets automatically

    status_updated_date
    string

    Status updated date. Sets automatically

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    project_stage_id
    integer

    Project stage id (module = ''st" model="project"). Project stages

    project_checkitem_id
    integer

    Project checklist id with which the task is linked (module = ''st" model="project") Stage checklist

    type
    integer

    Task type:

  • 0 - Task
  • 1 - Inbox
  • 20 - Event
  • 30 - Task template
  • report_complete
    string

    Task report complete

    crm_account_id
    integer

    Account id

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    all_day
    boolean

    All day (event only):

  • 1 - True
  • 0 - False
  • uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    public_template
    integer

    Template Access (type=30):

  • 1 - Public template
  • 0 - Private template
  • template_id
    integer

    Template id by which the task was created (task with type = 30)

    is_repeat
    boolean

    Is repeat (Default- 0):

  • 0 - No
  • 1 - Yes
  • is_recurrence
    boolean

    Recurring Event (Default- 0)

    recurrence_id
    integer

    ID of the recurrence rule

    recurrence_parent_id
    integer

    ID of the associated recurring event

    recurrence_original_start_date
    string

    The start date of the specific instance within the recurring event

    event_location
    string

    Event location

    event_color
    string

    Color in HEX format

    event_busy_status
    integer

    Availability (event only):

  • 10 - Free
  • 20 - Busy
  • event_access_type
    integer

    Event Privacy Settings:

  • 10 - Default
  • 20 - Personal
  • 30 - Public
  • event_calendar_id
    integer

    The id of the calendar to which the event is linked

    event_type
    integer

    Event type:

  • 21 - Call
  • 22 - Email
  • 23 - Appointment
  • event_etag
    string

    Google Etag

    event_sync_type
    integer

    Google sync

    archive_status
    integer

    Archive status (Default- 0):

  • 0 - Active
  • 10 - Archive
  • is_hidden
    boolean

    A parameter that hides a template from the general list of templates. It is used for task templates in the checklist of the project template.

    workflow_id
    integer

    Task Workflow

    workflow_stage_id
    integer

    Task Workflow Status

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Payment logs for fixed cost tasks

    The payment logs for fixed cost tasks are described here

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    taskTasksTaskstask_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer
    invoice_id
    integer
    amount
    number
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer
    invoice_id
    integer
    amount
    number
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Lists


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    user_id
    integer

    Id of the user who has access to this list

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    color
    string

    Color HEX code

    icon
    string

    Icon code

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    user_id
    integer

    Id of the user who has access to this list

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    color
    string

    Color HEX code

    icon
    string

    Icon code

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Linking tasks & lists


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer

    Task ID

    list_id
    integer

    List Id

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer

    Task ID

    list_id
    integer

    List Id

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Followers


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    role
    integer

    Follower role

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    event_accepted_status
    boolean

    Event accepted status

    event_show_user_notification
    boolean

    Show employee event notifications, Default = 1

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    role
    integer

    Follower role

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    event_accepted_status
    boolean

    Event accepted status

    event_show_user_notification
    boolean

    Show employee event notifications, Default = 1

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    issue_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    role
    integer

    Follower role

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    issue_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    role
    integer

    Follower role

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Collaborators


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    taskTasksTaskstask_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Task Workflows


    Model relations


    Has many relation

    Alias Module Model Foreign key
    tasksTasksTasksworkflow_id
    stagesTasksWorkflow Statusesworkflow_id
    projectsProjectsProjecttasks_workflow_id
    projects_workflowsProjectsProject Templatestasks_workflow_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    ordering
    number

    Task Workflow Ordering

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    Active

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    ordering
    number

    Task Workflow Ordering

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    Active

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Workflow Statuses


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    workflowTasksTask Workflowsworkflow_id

    Has many relation

    Alias Module Model Foreign key
    tasksTasksTasksworkflow_stage_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    ordering
    integer

    Ordering

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    workflow_id
    integer

    Status and Workflow relation

    color
    string

    Status color

    task_status
    integer

    Task Status.

  • 1 - To do
  • 3 - In progress
  • 4 - Approval
  • 5 - Task completed
  • Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    ordering
    integer

    Ordering

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    workflow_id
    integer

    Status and Workflow relation

    color
    string

    Status color

    task_status
    integer

    Task Status.

  • 1 - To do
  • 3 - In progress
  • 4 - Approval
  • 5 - Task completed
  • Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Calendar


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    type
    integer

    Calendar type:

  • 10 - Private
  • 20 - Public
  • 30 - My Tasks
  • 40 - Primary
  • color
    string

    Color in HEX format

    timezone
    string

    Calendar timezone (America/Pangnirtung)

    sync_type
    integer
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    etag
    string

    Google Etag

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    type
    integer

    Calendar type:

  • 10 - Private
  • 20 - Public
  • 30 - My Tasks
  • 40 - Primary
  • color
    string

    Color in HEX format

    timezone
    string

    Calendar timezone (America/Pangnirtung)

    sync_type
    integer
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    etag
    string

    Google Etag

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Agile

    With the Agile, you can manage projects that frequently change requirements and priorities. The agile approach is frequently used in project management of various industries, such as software development, marketing, education, design, etc. An agile approach to project management is focused on bringing maximum value for the consumer.

    Issues


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    projectAgile ProjectsAgile projectproject_id
    sprintAgile ProjectsSprintsprint_id
    stageAgile ProjectsStageworkflow_stage_id
    typeAgile ProjectsIssue typetype_id
    categoryAgile ProjectsAgile categoriescategory_id
    parent_issueAgile ProjectsIssuesparent_issue_id

    Has many relation

    Alias Module Model Foreign key
    child_issuesAgile ProjectsIssuesparent_issue_id
    parent_issue_relationsAgile ProjectsIssue relationparent_issue_id
    child_issue_relationsAgile ProjectsIssue relationchild_issue_id
    subtasksAgile ProjectsIssuesparent_issue_id
    ref_ticketsAgile ProjectsReference issue relationissue_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    number
    integer

    Issue number

    number_label
    string

    Number label

    name
    string

    Summary

    description
    string

    Description

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    type_id
    integer

    Description

    estimate
    number

    Estimate

    value
    string

    Value

    effort
    integer

    Effort

    priority
    integer

    Priority:

  • 10 - Blocker
  • 20 - Critical
  • 30 - High
  • 40 - Medium
  • 50 - Low
  • category_id
    integer

    Category id

    sprint_id
    integer

    Sprint id

    project_id
    integer

    Project id

    workflow_stage_id
    integer

    Stage ID

    assignee_id
    integer

    Assigned user id

    parent_issue_id
    integer

    Parent issue id

    creator_id
    integer

    User id

    epic_id
    integer
    is_archived
    boolean

    Entity Archiving status

    archived_date
    string

    Date of archiving

    completed_date
    string

    Issue completion time

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    number
    integer

    Issue number

    number_label
    string

    Number label

    name
    string

    Summary

    description
    string

    Description

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    type_id
    integer

    Description

    estimate
    number

    Estimate

    value
    string

    Value

    effort
    integer

    Effort

    priority
    integer

    Priority:

  • 10 - Blocker
  • 20 - Critical
  • 30 - High
  • 40 - Medium
  • 50 - Low
  • category_id
    integer

    Category id

    sprint_id
    integer

    Sprint id

    project_id
    integer

    Project id

    workflow_stage_id
    integer

    Stage ID

    assignee_id
    integer

    Assigned user id

    parent_issue_id
    integer

    Parent issue id

    creator_id
    integer

    User id

    epic_id
    integer
    is_archived
    boolean

    Entity Archiving status

    archived_date
    string

    Date of archiving

    completed_date
    string

    Issue completion time

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Followers


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    role
    integer

    Follower role

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    event_accepted_status
    boolean

    Event accepted status

    event_show_user_notification
    boolean

    Show employee event notifications, Default = 1

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    task_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    role
    integer

    Follower role

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    event_accepted_status
    boolean

    Event accepted status

    event_show_user_notification
    boolean

    Show employee event notifications, Default = 1

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    issue_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    role
    integer

    Follower role

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    issue_id
    integer

    Task ID

    user_id
    integer

    User id

    group_id
    integer

    Group id

    role
    integer

    Follower role

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Issue relation types


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    parent_relation_nameAgile ProjectsIssue relation namesparent_relation_name_id
    child_relation_nameAgile ProjectsIssue relation nameschild_relation_name_id

    Has many relation

    Alias Module Model Foreign key
    issue_relationsAgile ProjectsIssue relationtype

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    parent_relation_name_id
    integer

    Parent relation id

    child_relation_name_id
    integer

    Child relation id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    parent_relation_name_id
    integer

    Parent relation id

    child_relation_name_id
    integer

    Child relation id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Issue relation names


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    tree_type
    boolean

    Tree type

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    tree_type
    boolean

    Tree type

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Issue relation


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    parent_issueAgile ProjectsIssuesparent_issue_id
    child_issueAgile ProjectsIssueschild_issue_id
    relation_typeAgile ProjectsIssue relation typestype

    Has many relation

    Alias Module Model Foreign key
    parent_issuesAgile ProjectsIssuesparent_issue_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    parent_issue_id
    integer

    Parent issue id

    child_issue_id
    integer

    Child issue id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    type
    integer

    Relation type

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    parent_issue_id
    integer

    Parent issue id

    child_issue_id
    integer

    Child issue id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    type
    integer

    Relation type

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Issue type


    Model relations


    Has many relation

    Alias Module Model Foreign key
    issuesAgile ProjectsIssuestype_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    is_default
    boolean

    Is default

    icon
    string

    Icon code

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    color
    string

    Color HEX code

    type
    integer

    Type

    ordering
    integer

    Sorting

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    is_default
    boolean

    Is default

    icon
    string

    Icon code

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    color
    string

    Color HEX code

    type
    integer

    Type

    ordering
    integer

    Sorting

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Sprint


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    projectAgile ProjectsAgile projectproject_id

    Has many relation

    Alias Module Model Foreign key
    issuesAgile ProjectsIssuessprint_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    start_date
    string

    Sprint start date

    deadline
    string

    End Date

    standup_time
    string

    Standup_time

    project_id
    integer

    Project ID

    started
    boolean

    Sprint started

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    changelog
    string

    A list of changes made up of sprint tasks

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    start_date
    string

    Sprint start date

    deadline
    string

    End Date

    standup_time
    string

    Standup_time

    project_id
    integer

    Project ID

    started
    boolean

    Sprint started

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    changelog
    string

    A list of changes made up of sprint tasks

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Agile project


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    workflowAgile ProjectsWorkflowworkflow_id

    Has many relation

    Alias Module Model Foreign key
    sprintsAgile ProjectsSprintproject_id
    issuesAgile ProjectsIssuesproject_id
    categoriesAgile ProjectsAgile categoriesproject_id
    project_usersAgile ProjectsProject usersproject_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    prefix_name
    string

    Prefix name

    workflow_id
    integer

    Workflow id

    manager_id
    integer

    Assignee

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    archived_date
    string

    Date of archiving

    is_admin_menu_showing
    boolean

    Is admin menu showing

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    prefix_name
    string

    Prefix name

    workflow_id
    integer

    Workflow id

    manager_id
    integer

    Assignee

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    archived_date
    string

    Date of archiving

    is_admin_menu_showing
    boolean

    Is admin menu showing

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Project users


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    projectAgile ProjectsAgile projectproject_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    user_id
    integer

    Project and user relation

    role_id
    tinyint

    User role, project collaborator, or follower

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    user_id
    integer

    Project and user relation

    role_id
    tinyint

    User role, project collaborator, or follower

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Workflow


    Model relations


    Has many relation

    Alias Module Model Foreign key
    stagesAgile ProjectsStageworkflow_id
    projectsAgile ProjectsAgile projectworkflow_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    description
    string

    Description

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    description
    string

    Description

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Stage


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    workflowAgile ProjectsWorkflowworkflow_id

    Has many relation

    Alias Module Model Foreign key
    issuesAgile ProjectsIssuesworkflow_stage_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    status
    integer

    Status

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    description
    string

    Description

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    workflow_id
    integer

    Workflow id

    color
    string

    Color HEX code

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    status
    integer

    Status

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    description
    string

    Description

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    workflow_id
    integer

    Workflow id

    color
    string

    Color HEX code

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Issue types and project relations


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    issue_typeAgile ProjectsIssue typeissue_type_id
    projectAgile ProjectsAgile projectproject_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    issue_type_id
    integer

    Issue type id

    project_id
    integer

    Project id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    issue_type_id
    integer

    Issue type id

    project_id
    integer

    Project id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Agile categories


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    projectAgile ProjectsAgile projectproject_id

    Has many relation

    Alias Module Model Foreign key
    issuesAgile ProjectsIssuescategory_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    assignee_id
    integer

    Assigned user id

    color
    string

    Color HEX code

    parent_id
    integer

    Entry id

    project_id
    integer

    Project id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    assignee_id
    integer

    Assigned user id

    color
    string

    Color HEX code

    parent_id
    integer

    Entry id

    project_id
    integer

    Project id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Reference issue relation


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    issueAgile ProjectsIssuesissue_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    ref_id
    string

    UUID in the system from where the import was made.

    issue_id
    integer

    Reference Issue idissue relation

    ref
    string

    Name of the import source of the object (system, etc.)

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    ref_id
    string

    UUID in the system from where the import was made.

    issue_id
    integer

    Reference Issue idissue relation

    ref
    string

    Name of the import source of the object (system, etc.)

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Epics


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    project_id
    integer

    Project id

    description
    string

    Description

    start_date
    string
    end_date
    string
    is_completed
    boolean
    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer
    owner_id
    integer
    created_date
    string
    updated_by
    integer
    updated_date
    string

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    project_id
    integer

    Project id

    description
    string

    Description

    start_date
    string
    end_date
    string
    is_completed
    boolean
    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer
    owner_id
    integer
    created_date
    string
    updated_by
    integer
    updated_date
    string

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    CRM

    The CRM includes tools for managing opportunities and features all client information and interaction, i.e. events, tasks, emails, invoices, projects, etc.  CRM helps you build efficient sales processes and provides total control over the whole customer journey – from lead to order.

    There are several paths to access accounts:

    • /crm/account/ - companies and contacts
    • /crm/company/ - only companies (the same as /crm/account/, but with type = 1)
    • /crm/contact/ - only contacts (the same as /crm/account/, but with type = 2)

    You can use any path in most cases, but if you're working with custom fields, you need to choose the path that corresponds with the type of a  field.

    Example:

    If you have custom fields cf_1 created for "All Accounts" and cf_2 for"Companies", use:

    • For cf_1: /crm/account
    • For cf_2: /crm/company

    Example requests:

    // correct request for cf_1
    
    https://{account}.flowlu.com/api/v1/module/crm/account/list?api_key={api_key}&filter[cf.field_1]=accounts
    
    
    // there are no custom fields for cf_2, so the filter won't work
    
    https://{account}.flowlu.com/api/v1/module/crm/account/list?api_key={api_key}&filter[cf.field_2]=company
    
    
    // correct request for cf_2
    
    https://{account}.flowlu.com/api/v1/module/crm/company/list?api_key={api_key}&filter[cf.field_2]=company
    

    Accounts

    This entity in Flowlu is Company or Contact. Accounts can be your customers, suppliers, partners, competitors etc.
    Account can has different types (Company - 1 or Contact - 2). Each account can has relations (Relations entity) to other accounts (contact person in some company or companies). Also you can link to account tasks, leads, events, projects invoices and other entities.
    The account can be merged with others (if duplicates found). When account is merged, field merge_to contains id of entry in which current was merged

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    categoryCRMAccount typesaccount_category_id
    industryCRMAccount industriesindustry_id
    honorificCRMHonorificshonorific_title_id
    merged_accountCRMAccountsmerged_to

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    parent_relationsCRMRelationchild_acc_id
    child_relationsCRMRelationparent_acc_id
    contacts_projectsProjectsProjectcustomer_crm_contact_id
    companies_projectsProjectsProjectcustomer_id
    contacts_tasksTasksTasksmodel_idmodule = crm, model = contact
    companies_tasksTasksTasksmodel_idmodule = crm, model = company
    account_tasksTasksTasksmodel_idmodule = crm, model = account
    companies_linked_tasksTasksTaskscrm_account_id
    tasksTasksTaskscrm_account_id
    invoicesFinanceInvoicecustomer_id
    payments_inFinanceTransactioncrm_account_idstatus = 10, type = 10
    payments_outFinanceTransactioncrm_account_idstatus = 10, type = 20
    payinFinanceMoneycrm_company_id
    estimatesFinanceEstimatecustomer_id
    plan_moneyFinanceEstimated Cash Flowcrm_company_id
    plan_incomesFinanceEstimated Cash Flowcrm_company_idtype = 30
    plan_expensesFinanceEstimated Cash Flowcrm_company_idtype = 40
    transactionsFinanceTransactioncrm_account_id
    multiemailsCRMEmailaccount_id
    multiphonesCRMClients phone numbersaccount_id
    lead_accountsCRMLink opportunity to CRM accountsaccount_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    type
    integer

    (Required)Account type:

    • Organization = 1
    • Contact = 2

    name
    string

    Name (title) for Organization

    honorific_title_id
    integer

    Honorific title for Contact

    first_name
    string

    Contact first name

    middle_name
    string

    Contact middle (second) name

    last_name
    string

    Contact last name

    description
    string

    Description

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    merged_to
    integer

    Id of entry in which current account was merged

    owner_id
    integer

    Assigned user id

    industry_id
    integer

    id of entry in Industries table

    account_category_id
    integer

    Id of entry in Account Categories table

    birth_date
    string

    Date of Birth

    name_legal
    string

    Legal name for Organization

    name_legal_full
    string

    Full legal name for Organization

    phone
    string

    Primary phone number

    phone2
    string

    Additional phone number

    phone3
    string

    Additional phone number

    email
    string

    Email (Deprecated) To add an E-mail, use E-mails

    email_personal
    string

    Personal email (Deprecated) To add an E-mail, use E-mails

    web
    string

    Website

    telegram
    string

    ICQ id

    social_network_link_1
    string

    Link to Skype

    social_network_link_2
    string

    Link to Telegram

    social_network_link_3
    string

    Link to Facebook

    social_network_link_4
    string

    Link to X

    social_network_link_5
    string

    Link to LinkedIn

    social_network_link_6
    string

    Link to Instagram

    VAT
    string

    Account VAT (or TAX ID)

    VAT1
    string

    Additional Account VAT (or TAX ID)

    VAT2
    string

    Additional Account VAT (or TAX ID)

    bank_details
    string

    Bank Details text

    shipping_country
    string

    Country

    shipping_state
    string

    State, Region

    shipping_city
    string

    City

    shipping_zip
    string

    Zip Code

    shipping_address_line_1
    string

    Address Line 1

    shipping_address_line_2
    string

    Address Line 2

    shipping_address_line_3
    string

    Address Line 3

    billing_country
    string

    Country

    billing_state
    string

    State, Region

    billing_city
    string

    City

    billing_zip
    string

    Zip Code

    billing_address_line_1
    string

    Address Line 1

    billing_address_line_2
    string

    Address Line 2

    billing_address_line_3
    string

    Address Line 3

    address
    string

    Address

    address_legal
    string

    Legal address

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    integer

    UUID in the system from where the import was made.

    guid_1c
    string

    1c GUID

    timezone
    string
    organization_employee_count
    integer
    organization_revenue
    number
    organization_expenses
    number
    organization_registration_date
    string
    last_activity_id
    integer
    last_activity_time
    string
    last_activity_model
    string

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    type
    integer

    (Required)Account type:

    • Organization = 1
    • Contact = 2

    name
    string

    Name (title) for Organization

    honorific_title_id
    integer

    Honorific title for Contact

    first_name
    string

    Contact first name

    middle_name
    string

    Contact middle (second) name

    last_name
    string

    Contact last name

    description
    string

    Description

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    merged_to
    integer

    Id of entry in which current account was merged

    owner_id
    integer

    Assigned user id

    industry_id
    integer

    id of entry in Industries table

    account_category_id
    integer

    Id of entry in Account Categories table

    birth_date
    string

    Date of Birth

    name_legal
    string

    Legal name for Organization

    name_legal_full
    string

    Full legal name for Organization

    phone
    string

    Primary phone number

    phone2
    string

    Additional phone number

    phone3
    string

    Additional phone number

    email
    string

    Email (Deprecated) To add an E-mail, use E-mails

    email_personal
    string

    Personal email (Deprecated) To add an E-mail, use E-mails

    web
    string

    Website

    telegram
    string

    ICQ id

    social_network_link_1
    string

    Link to Skype

    social_network_link_2
    string

    Link to Telegram

    social_network_link_3
    string

    Link to Facebook

    social_network_link_4
    string

    Link to X

    social_network_link_5
    string

    Link to LinkedIn

    social_network_link_6
    string

    Link to Instagram

    VAT
    string

    Account VAT (or TAX ID)

    VAT1
    string

    Additional Account VAT (or TAX ID)

    VAT2
    string

    Additional Account VAT (or TAX ID)

    bank_details
    string

    Bank Details text

    shipping_country
    string

    Country

    shipping_state
    string

    State, Region

    shipping_city
    string

    City

    shipping_zip
    string

    Zip Code

    shipping_address_line_1
    string

    Address Line 1

    shipping_address_line_2
    string

    Address Line 2

    shipping_address_line_3
    string

    Address Line 3

    billing_country
    string

    Country

    billing_state
    string

    State, Region

    billing_city
    string

    City

    billing_zip
    string

    Zip Code

    billing_address_line_1
    string

    Address Line 1

    billing_address_line_2
    string

    Address Line 2

    billing_address_line_3
    string

    Address Line 3

    address
    string

    Address

    address_legal
    string

    Legal address

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    integer

    UUID in the system from where the import was made.

    guid_1c
    string

    1c GUID

    timezone
    string
    organization_employee_count
    integer
    organization_revenue
    number
    organization_expenses
    number
    organization_registration_date
    string
    last_activity_id
    integer
    last_activity_time
    string
    last_activity_model
    string

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Relation

    Relation

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    account_parentCRMAccountsparent_acc_id
    account_childCRMAccountschild_acc_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    parent_acc_id
    integer

    Id of parent account

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    child_acc_id
    integer

    id of child account

    relation_name
    string

    title of relation (position etc)

    type
    integer

    1 - employee
    2 - company

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    parent_acc_id
    integer

    Id of parent account

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    child_acc_id
    integer

    id of child account

    relation_name
    string

    title of relation (position etc)

    type
    integer

    1 - employee
    2 - company

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Loss reasons

    Opportunity Loss Reasons. When an opportunity is marked as lost, you're required to fill in the Loss Reason field. This helps analyze patterns and improve your sales process by addressing the most common reasons for losing deals.
    Account administrators can customize Loss Reasons in the Portal Settings.

    Model relations


    Has many relation

    Alias Module Model Foreign keyForeigh keys
    leadsCRMOpportunities closing_status_idactive = 2

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Opportunities sources

    The opportunity source shows where a potential sale originated — for example, an email, phone call, ad campaign, and so on.
    Account administrators can set up custom sources in the Portal Settings.

    Model relations


    Has many relation

    Alias Module Model Foreign key
    leadsCRMOpportunities source_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    description
    string

    Description

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    description
    string

    Description

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Opportunity stages

    Pipeline Stages are a set of steps by which the salesperson navigates the client from the first request to closing the deal. Every stage is linked to the pipeline.

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    pipelineCRMPipelinespipeline_id

    Has many relation

    Alias Module Model Foreign key
    leadsCRMOpportunities pipeline_stage_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Stage name

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    color
    string

    Color HEX code

    pipeline_id
    integer

    Pipeline id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Stage name

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    color
    string

    Color HEX code

    pipeline_id
    integer

    Pipeline id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Pipelines

    The pipeline represents the customer’s path from the first interaction to the final purchase. It’s made up of steps that guide the client from the initial inquiry to closing the deal — each step is called a funnel stage.
    The funnel shows both the potential sales value and the number of opportunities.

    Model relations


    Has many relation

    Alias Module Model Foreign key
    leadsCRMOpportunities pipeline_id
    stagesCRMOpportunity stagespipeline_id
    dealsCRMOpportunities pipeline_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    type_access
    tinyint

    Pipeline Type

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    description
    string

    Description

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    type_access
    tinyint

    Pipeline Type

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    description
    string

    Description

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Opportunities

    Opportunities are designed for managing your potential deals. Each request of your potential customer, whether it's an email, a completed web form on the website or an incoming call — all of them are opportunities. During the selling process, the opportunity goes through the stages of the sales funnel. Opportunity records track details about deals, including the value of potential sales, client's interaction history, estimates and invoices, etc.

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    merged_toCRMOpportunities merged_to_id
    statusCRMLoss reasonsclosing_status_id
    stageCRMOpportunity stagespipeline_stage_id
    sourceCRMOpportunities sourcessource_id
    pipelineCRMPipelinespipeline_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    tasksTasksTasksmodel_idmodule = crm, model = leads
    invoicesFinanceInvoicemodel_idmodule = crm, model = leads
    estimatesFinanceEstimatemodel_idmodule = crm, model = leads
    itemsCRMProducts & Serviceslead_id
    lead_accountsCRMLink opportunity to CRM accountslead_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    budget
    number

    Opportunity value

    merged_to_id
    integer

    Contains the ID of the lead into which this lead was merged.

    source_id
    integer

    Id of entry from Opportunity Source table

    assignee_id
    integer

    Assigned user id

    start_date
    string

    Opportunity start date

    deadline
    string

    Opportunity planned close date

    pipeline_id
    integer

    Pipeline id

    pipeline_stage_id
    integer

    Stage id

    active
    boolean

    Lead health status

  • 1 - lead in progress
  • 2 - lead is lost;
  • 3 - lead is won;
  • closing_date
    string

    Opportunity Close Date (this field needs to be filled out if opportunity has active = 2 or 3)

    closing_comment
    string

    Comment or note describes reason or situation

    closing_status_id
    integer

    Id of entry in Loss Reasons table

    contact_name
    string

    Contact name

    contact_phone
    string

    Contact phone

    contact_mobile
    string

    Contact mobile phone (or additional phone)

    contact_email
    string

    Contact email

    contact_web
    string

    Website

    contact_position
    string

    Contact position

    contact_company
    string

    Contact's Organization

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    integer

    UUID in the system from where the import was made.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    last_activity_id
    integer
    last_activity_time
    string
    last_activity_model
    string
    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    auto_calc
    tinyint
    shipping_charge
    number
    adjustment
    number
    adjustment_description
    string
    pricelist_id
    integer

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    budget
    number

    Opportunity value

    merged_to_id
    integer

    Contains the ID of the lead into which this lead was merged.

    source_id
    integer

    Id of entry from Opportunity Source table

    assignee_id
    integer

    Assigned user id

    start_date
    string

    Opportunity start date

    deadline
    string

    Opportunity planned close date

    pipeline_id
    integer

    Pipeline id

    pipeline_stage_id
    integer

    Stage id

    active
    boolean

    Lead health status

  • 1 - lead in progress
  • 2 - lead is lost;
  • 3 - lead is won;
  • closing_date
    string

    Opportunity Close Date (this field needs to be filled out if opportunity has active = 2 or 3)

    closing_comment
    string

    Comment or note describes reason or situation

    closing_status_id
    integer

    Id of entry in Loss Reasons table

    contact_name
    string

    Contact name

    contact_phone
    string

    Contact phone

    contact_mobile
    string

    Contact mobile phone (or additional phone)

    contact_email
    string

    Contact email

    contact_web
    string

    Website

    contact_position
    string

    Contact position

    contact_company
    string

    Contact's Organization

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    integer

    UUID in the system from where the import was made.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    last_activity_id
    integer
    last_activity_time
    string
    last_activity_model
    string
    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    auto_calc
    tinyint
    shipping_charge
    number
    adjustment
    number
    adjustment_description
    string
    pricelist_id
    integer

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Account types

    The account categories allow to classify them by type of interaction.<br/> For example,

    • Customers</li>
    • Suppliers</li>
    • Partners</li>
    • Competitors</li></ul>

      Model relations


      Has many relation

      Alias Module Model Foreign key
      crm_accountsCRMAccountsaccount_category_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Account industries

    The Industries allow you to classify CRM accounts by their main activity.

    Model relations


    Has many relation

    Alias Module Model Foreign key
    crm_accountsCRMAccountsindustry_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Honorifics

    An honorific is a title that conveys esteem, courtesy, or respect for position or rank when used in addressing or referring to a person.

    Model relations


    Has many relation

    Alias Module Model Foreign key
    crm_accountsCRMAccountshonorific_title_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Opportunity Followers

    Opportunity Followers

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    leadCRMOpportunities lead_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    lead_id
    integer

    Opportunity ID

    user_id
    integer

    User id

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    extrafields
    string

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    lead_id
    integer

    Opportunity ID

    user_id
    integer

    User id

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    extrafields
    string

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Email

    Email

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    accountCRMAccountsaccount_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    email
    string

    Email

    type
    integer

    Address type: 10 - Work, 20 - Personal, 40 - Other.

    comment
    string

    Comment

    account_id
    integer

    Account id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    email
    string

    Email

    type
    integer

    Address type: 10 - Work, 20 - Personal, 40 - Other.

    comment
    string

    Comment

    account_id
    integer

    Account id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Clients phone numbers


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    crm_accountCRMAccountsaccount_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    phone
    string

    Phone number

    phone_masked
    string

    Formatted phone number

    type
    integer

    Phone number type

  • 10 - Work
  • 20 - Personal
  • 30 - Other
  • old_phone
    string

    Old phone number

    comment
    string

    Comment

    account_id
    integer

    Account id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    phone
    string

    Phone number

    phone_masked
    string

    Formatted phone number

    type
    integer

    Phone number type

  • 10 - Work
  • 20 - Personal
  • 30 - Other
  • old_phone
    string

    Old phone number

    comment
    string

    Comment

    account_id
    integer

    Account id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Products & Services


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    leadCRMOpportunities lead_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    lead_id
    integer
    ordering
    integer
    item_id
    integer
    name
    string
    description
    string
    unit_price
    number
    unit
    string
    unit_id
    integer
    quantity
    tax
    tax1
    number
    tax1_included
    boolean
    tax1_amount
    number
    tax2
    number
    tax2_included
    boolean
    tax2_amount
    number
    discount_amount
    number
    discount
    string
    discount_is_percent
    integer
    sub_total
    number
    tax_total
    number
    tax_displayed
    string

    The tax value displayed in printed forms (%)

    total
    number
    ref
    string
    ref_id
    string
    type
    integer

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    lead_id
    integer
    ordering
    integer
    item_id
    integer
    name
    string
    description
    string
    unit_price
    number
    unit
    string
    unit_id
    integer
    quantity
    tax
    tax1
    number
    tax1_included
    boolean
    tax1_amount
    number
    tax2
    number
    tax2_included
    boolean
    tax2_amount
    number
    discount_amount
    number
    discount
    string
    discount_is_percent
    integer
    sub_total
    number
    tax_total
    number
    tax_displayed
    string

    The tax value displayed in printed forms (%)

    total
    number
    ref
    string
    ref_id
    string
    type
    integer

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Project

    The Projects allow planning and collaborative working on project implementation. With the Projects, you can view project progress, manage key milestones and deadlines, track time spent on a project, determine project budget, issue invoices and calculate costs.

    Project

    A project is an entry in module ST that reflects information about the projects your company is doing. Projects have stages, a team that deals with the project, an employee responsible for the project. A project can be linked to a deal.

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    stageProjectsProject stagesstage_id
    companyCRMAccountscustomer_id
    contactCRMAccountscustomer_crm_contact_id
    typeProjectsProject Templatesproject_type_id
    leadsCRMOpportunities crm_lead_id
    workflowProjectsProject Templatesproject_type_id
    tasks_workflowTasksTask Workflowstasks_workflow_id
    briefcaseProjectsProject portfoliobriefcase_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    project_resourcesFinanceMoneyproject_idtype = 21
    observer_relationsProjectsProject teamproject_idrole = 10
    payinFinanceMoneyproject_id
    transactionsFinanceTransactionproject_id
    transactions_plsFinanceTransactions for the Profit and Loss statementproject_id
    paysFinanceMoneyproject_idtype = 11
    stagesProjectsProject stagesproject_id
    invoicesFinanceInvoicemodel_idmodule = st, model = projects
    estimatesFinanceEstimatemodel_idmodule = st, model = project
    tasksTasksTasksmodel_idmodule = st, model = project
    stages_only_tasksTasksTasksmodel_idmodule = st, model = project
    project_tasksTasksTasksmodel_idmodule = st, model = project
    plan_moneyFinanceEstimated Cash Flowproject_id
    plan_incomesFinanceEstimated Cash Flowproject_id
    checkitemsProjectsStage Checklistproject_id
    plan_expensesFinanceEstimated Cash Flowproject_id
    store_docProducts & ServicesStock documentsproject_id
    income_store_docProducts & ServicesStock documentsproject_id
    expenses_store_docProducts & ServicesStock documentsproject_id
    aparPayables & ReceivablesPayables & Receivablesproject_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    estimated_revenue
    number

    Contract sum

    estimated_expenses
    number

    Expense sum

    startdate
    string

    Start date

    enddate
    string

    End date

    manager_id
    integer

    Assigned user id

    description
    string

    Project description

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    stage_id
    integer

    Stage

    project_type_id
    integer

    Project type id

    briefcase_id
    integer

    Portfolio

    is_archive
    boolean

    Archived:

  • 1 - Archived
  • 0 - Not archived
  • priority
    integer

    Priority:

  • 1 - Low
  • 2 - Medium
  • 3 - High
  • customer_id
    integer

    CRM company id

    customer_crm_contact_id
    integer

    CRM contact id

    archive_date
    string

    Archive date

    workspace_id
    integer

    Group id

    archive_description
    string

    Description

    crm_lead_id
    integer

    CRM lead id

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    billing_type
    integer

    Billing type (Default- 0):

  • 0 - Fixed values of the plan of revenue and expenses
  • 10 - Based on Task Hours
  • 20 -Cash flow planning
  • 30 - Ignore finances
  • default_billing_rate
    number

    Default billing rate

    default_employee_cost_rate
    number

    Standard cost of work for an employee

    default_bill_time_type
    string

    Default bill time type

    default_time_cost_type
    string

    Default bill time type

    use_default_invoice_split_type
    boolean

    Use default invoice split type(Default- 0)

    default_only_completed_task
    string
    bill_taxes
    boolean
    default_invoice_split_type_in_project
    integer

    Default invoice split type in project

    default_invoice_item_format
    string

    Default invoice item format

    use_billing_tasks
    boolean
    use_expenditure_part_tasks
    boolean
    tasks_workflow_id
    integer

    Project Task Workflow ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    estimated_revenue
    number

    Contract sum

    estimated_expenses
    number

    Expense sum

    startdate
    string

    Start date

    enddate
    string

    End date

    manager_id
    integer

    Assigned user id

    description
    string

    Project description

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    stage_id
    integer

    Stage

    project_type_id
    integer

    Project type id

    briefcase_id
    integer

    Portfolio

    is_archive
    boolean

    Archived:

  • 1 - Archived
  • 0 - Not archived
  • priority
    integer

    Priority:

  • 1 - Low
  • 2 - Medium
  • 3 - High
  • customer_id
    integer

    CRM company id

    customer_crm_contact_id
    integer

    CRM contact id

    archive_date
    string

    Archive date

    workspace_id
    integer

    Group id

    archive_description
    string

    Description

    crm_lead_id
    integer

    CRM lead id

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    billing_type
    integer

    Billing type (Default- 0):

  • 0 - Fixed values of the plan of revenue and expenses
  • 10 - Based on Task Hours
  • 20 -Cash flow planning
  • 30 - Ignore finances
  • default_billing_rate
    number

    Default billing rate

    default_employee_cost_rate
    number

    Standard cost of work for an employee

    default_bill_time_type
    string

    Default bill time type

    default_time_cost_type
    string

    Default bill time type

    use_default_invoice_split_type
    boolean

    Use default invoice split type(Default- 0)

    default_only_completed_task
    string
    bill_taxes
    boolean
    default_invoice_split_type_in_project
    integer

    Default invoice split type in project

    default_invoice_item_format
    string

    Default invoice item format

    use_billing_tasks
    boolean
    use_expenditure_part_tasks
    boolean
    tasks_workflow_id
    integer

    Project Task Workflow ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Project Templates


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    tasks_workflowTasksTask Workflowstasks_workflow_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    stagesProjectsProject stagesproject_type_id
    projectsProjectsProjectproject_type_id
    task_templatesTasksTasksmodel_idmodule = st, model = type

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    report
    string
    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    auto_startdate_plus_days
    integer

    When creating a new project, the project start date will be calculated as current date + no startdate_plus_days (Default - 0)

    auto_enddate_plus_days
    integer

    When creating a new project, the project end date will be calculated as current date + no enddate_plus_days (Default is 0)

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    create_tasks_next_stage
    boolean

    Task creation mode (Default- 0):

  • 1 - Create tasks for the current stage only
  • 0 - Create all tasks when creating a project
  • manual_close_checkitems
    boolean

    Complete the checklist item manually. Allow users to manually mark a checklist item as completed, even if it has unfinished tasks.

  • 1 - Allow
  • 0 - Deny

  • The default

    is_active
    boolean

    If = 0, Inactive.
    Default value = 1.

    description_project
    string

    Description

    tasks_workflow_id
    integer

    Project Task Workflow ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    report
    string
    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    auto_startdate_plus_days
    integer

    When creating a new project, the project start date will be calculated as current date + no startdate_plus_days (Default - 0)

    auto_enddate_plus_days
    integer

    When creating a new project, the project end date will be calculated as current date + no enddate_plus_days (Default is 0)

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    create_tasks_next_stage
    boolean

    Task creation mode (Default- 0):

  • 1 - Create tasks for the current stage only
  • 0 - Create all tasks when creating a project
  • manual_close_checkitems
    boolean

    Complete the checklist item manually. Allow users to manually mark a checklist item as completed, even if it has unfinished tasks.

  • 1 - Allow
  • 0 - Deny

  • The default

    is_active
    boolean

    If = 0, Inactive.
    Default value = 1.

    description_project
    string

    Description

    tasks_workflow_id
    integer

    Project Task Workflow ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Project stages

    Board Stages

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    typeProjectsProject Templatesproject_type_id
    projectProjectsProjectproject_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    checkitemsProjectsStage Checkliststage_id
    template_checkitemsProjectsStage Checkliststage_idproject_id = null
    projectsProjectsProjectstage_id
    tasksTasksTasksproject_stage_idmodule = st, model = project
    task_templatesTasksTasksproject_stage_idmodule = st, model = type
    parent_tasks_projectsTasksTasksproject_stage_idmodule = st, model = project, parent_id = null
    parent_tasks_templatesTasksTasksproject_stage_idmodule = st, model = type, parent_id = null
    parent_tasksTasksTasksproject_stage_idmodule = st, parent_id = null

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    fullname
    string

    Full name

    project_type_id
    integer

    Project type id

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    color_class
    string

    Color class

    description
    string

    Description

    project_id
    integer

    Project id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    color
    string

    Color HEX code

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    fullname
    string

    Full name

    project_type_id
    integer

    Project type id

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    color_class
    string

    Color class

    description
    string

    Description

    project_id
    integer

    Project id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    color
    string

    Color HEX code

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Stage Checklist


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    stageProjectsProject stagesstage_id
    from_checkitemProjectsStage Checklistfrom_checkitem_id
    projectProjectsProjectproject_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    copied_checkitemsProjectsStage Checklistfrom_checkitem_id
    tasksTasksTasksproject_checkitem_idmodule = st
    parent_tasksTasksTasksproject_checkitem_idmodule = st, parent_id = null

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    stage_id
    integer

    Stage ID

    description
    string

    Description

    report
    string

    Checklist report

    project_id
    integer

    Project id

    checked
    boolean

    Checked (Default- 0):

  • 1-Check
  • 0 - Uncheck
  • from_checkitem_id
    integer

    From checklist ID

    enddate
    string

    End date

    responsible_id
    integer

    Assigned user id

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    name
    string

    Name

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    stage_id
    integer

    Stage ID

    description
    string

    Description

    report
    string

    Checklist report

    project_id
    integer

    Project id

    checked
    boolean

    Checked (Default- 0):

  • 1-Check
  • 0 - Uncheck
  • from_checkitem_id
    integer

    From checklist ID

    enddate
    string

    End date

    responsible_id
    integer

    Assigned user id

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Project team

    Project followers

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    projectProjectsProjectproject_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    user_id
    integer

    Project and user relation

    role
    integer

    Role of the employee in the project

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    user_id
    integer

    Project and user relation

    role
    integer

    Role of the employee in the project

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Estimated Revenue

    Before adding the estimated revenue to the project, make sure that the financial management mode "Cash flow planning" is selected.

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    projectProjectsProjectproject_id
    orgFinanceOrganizationorg_id
    org_accountFinanceBank accountorg_account_id
    companyCRMAccountscrm_company_id
    project_stageProjectsProject stagesproject_stage_id
    invoiceFinanceInvoiceinvoice_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    transactionsFinanceTransactionproject_money_stage_id
    transactions_inFinanceTransactionproject_money_stage_idtype = 10
    transactions_outFinanceTransactionproject_money_stage_idtype = 20

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    name
    string

    Name

    total
    number

    Total

    status_paid
    integer

    Status paid

    paid_date
    string

    Payment creation date

    plan_paid_date
    string

    Estimated payment date

    org_id
    integer

    Organization id

    category_id
    integer

    Category id

    manager_id
    integer

    Assigned user id

    description
    string

    Description

    project_stage_id
    integer

    Project stage id

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    org_account_id
    integer

    Organization account id

    currency_id
    integer
    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    crm_company_id
    integer

    CRM company id

    invoice_id
    integer

    Invoice ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    name
    string

    Name

    total
    number

    Total

    status_paid
    integer

    Status paid

    paid_date
    string

    Payment creation date

    plan_paid_date
    string

    Estimated payment date

    org_id
    integer

    Organization id

    category_id
    integer

    Category id

    manager_id
    integer

    Assigned user id

    description
    string

    Description

    project_stage_id
    integer

    Project stage id

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    org_account_id
    integer

    Organization account id

    currency_id
    integer
    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    crm_company_id
    integer

    CRM company id

    invoice_id
    integer

    Invoice ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Estimated Expenses

    Before adding estimated costs to the project, make sure that the "Cash flow planning" financial management mode is selected.

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    projectProjectsProjectproject_id
    orgFinanceOrganizationorg_id
    org_accountFinanceBank accountorg_account_id
    companyCRMAccountscrm_company_id
    project_stageProjectsProject stagesproject_stage_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    transactionsFinanceTransactionproject_expense_id
    transactions_inFinanceTransactionproject_expense_idtype = 10
    transactions_outFinanceTransactionproject_expense_idtype = 20

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    name
    string

    Name

    total
    number

    Total

    status_paid
    integer

    Paid status

    org_id
    integer

    Organization id

    category_id
    integer

    Category id

    manager_id
    integer

    Assigned user id

    description
    string

    Description

    project_stage_id
    integer

    Stage id

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    org_account_id
    integer

    Organization account id

    currency_id
    integer
    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    crm_company_id
    integer

    CRM company id

    date
    string

    Date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    name
    string

    Name

    total
    number

    Total

    status_paid
    integer

    Paid status

    org_id
    integer

    Organization id

    category_id
    integer

    Category id

    manager_id
    integer

    Assigned user id

    description
    string

    Description

    project_stage_id
    integer

    Stage id

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    org_account_id
    integer

    Organization account id

    currency_id
    integer
    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    crm_company_id
    integer

    CRM company id

    date
    string

    Date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Project portfolio

    This section presents portfolios by which you can group your projects

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    status
    integer

    CONFIG.STATUS.DESC

    archive_date
    string

    Archive date

    archive_description
    string

    Description

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    status
    integer

    CONFIG.STATUS.DESC

    archive_date
    string

    Archive date

    archive_description
    string

    Description

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    CONFIG.M.ST.BASELINE.TITLE

    CONFIG.M.ST.BASELINE.DESC

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    projectProjectsProjectproject_id

    Has many relation

    Alias Module Model Foreign key
    itemsProjectsCONFIG.M.ST.BASELINE_ITEM.TITLEbaseline_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    name
    string

    Name

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_at
    string

    Created date

    updated_at
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    project_id
    integer

    Project id

    name
    string

    Name

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_at
    string

    Created date

    updated_at
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    CONFIG.M.ST.BASELINE_ITEM.TITLE

    CONFIG.M.ST.BASELINE_ITEM.DESC

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    baseline_id
    integer

    CONFIG.M.ST.BASELINE_ITEM.BASELINE_ID.DESC

    task_id
    string

    CONFIG.M.ST.BASELINE_ITEM.TASK_ID.DESC

    type
    string

    CONFIG.M.ST.BASELINE_ITEM.TYPE.DESC

    start_date
    string

    CONFIG.M.ST.BASELINE_ITEM.START_DATE.DESC

    end_date
    string

    CONFIG.M.ST.BASELINE_ITEM.END_DATE.DESC

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    baseline_id
    integer

    CONFIG.M.ST.BASELINE_ITEM.BASELINE_ID.DESC

    task_id
    string

    CONFIG.M.ST.BASELINE_ITEM.TASK_ID.DESC

    type
    string

    CONFIG.M.ST.BASELINE_ITEM.TYPE.DESC

    start_date
    string

    CONFIG.M.ST.BASELINE_ITEM.START_DATE.DESC

    end_date
    string

    CONFIG.M.ST.BASELINE_ITEM.END_DATE.DESC

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Finance

    With the Finance, you can create and send estimates, issue invoices, manage revenue and costs, classify expenses and received payments with financial categories, manage cash flow and invoices of several organization, set up integration with major online payment gateway.

    Organization


    Model relations


    Belongs to relation

    Alias Module Model Foreign key

    Has many relation

    Alias Module Model Foreign key
    payinFinanceMoneyorg_id
    invoicesFinanceInvoiceorg_id
    accountsFinanceBank accountorg_id
    estimatesFinanceEstimateorg_id
    transactionsFinanceTransactionorg_id
    transactions_plsFinanceTransactions for the Profit and Loss statementorg_id
    estimate_templatesFinanceEstimate templateorg_id
    plan_moneyFinanceEstimated Cash Floworg_id
    aparsPayables & ReceivablesPayables & Receivablesorg_id
    loansBorrowed LoansBorrowed Loansorg_id
    assetsFixed AssetsFixed Assetorg_id
    recurring_invoiceFinanceRecurring invoiceorg_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    legal_name
    string

    Organization legal name

    contact_person
    string

    First person

    contact_person_position
    string

    First contact position

    show_add_sign_string
    boolean

    Show additional sigh string

    contact_person2
    string

    Secont contact

    contact_person2_position
    string

    Second contact position

    address1_address
    string

    First Address

    address1_city
    string

    First Address city

    address1_state
    string

    First Address state

    address1_zip
    string

    First Address ZIP

    address1_country_id
    integer

    First Address country id

    address2_address
    string

    Second address

    address2_city
    string

    Second address city

    address2_state
    string

    Second address state

    address2_zip
    string

    Second address ZIP

    address2_country_id
    integer

    Second country id

    company_web
    string

    Company web

    company_email
    string

    Company email

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_mobile
    string

    Company mobile

    company_fax
    string

    Company fax

    vat
    string

    Business Tax ID

    vat2
    string

    Additional Account VAT (or TAX ID)

    registration_number
    string

    Business Registration Number

    registration_number_date
    string

    Business Registration Number date

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • use_manual_taxes
    integer

    CONFIG.USE_MANUAL_TAXES.DESC

    tax_country_id
    integer

    CONFIG.TAX_COUNTRY_ID.DESC

    tax_country_included
    integer

    CONFIG.TAX_COUNTRY_INCLUDED.DESC

    invoice_enabled
    boolean

    Invoice enabled

    invoice_logo
    integer

    Invoice logo

    invoice_print_sign
    integer

    invoice print sign

    invoice_color
    string

    Invoice color

    invoice_prefix
    string

    Invoice prefix

    act_prefix
    string

    Act prefix

    reconciliation_act_prefix
    string

    Act prefix

    advance_invoice_prefix
    string

    Prefix of the advance invoice

    estimate_prefix
    string

    Estimate prefix

    estimate_start_number
    integer

    Estimate start number

    invoice_due
    integer

    invoice due

    invoice_start_number
    integer

    Invoice start number

    act_start_number
    integer

    Initial act number

    reconciliation_act_start_number
    integer

    Initial reconciliation act number

    advance_invoice_start_number
    integer

    Starting number of the advance invoice

    invoice_show_taxes
    boolean

    Invoice show taxes

    invoice_footer
    string

    Invoice footer

    invoice_terms
    string

    Invoice terms

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    comment
    string

    Comment

    default_organization
    integer

    Default organization:

  • 1 - Yes
  • 0 - No
  • ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    legal_name
    string

    Organization legal name

    contact_person
    string

    First person

    contact_person_position
    string

    First contact position

    show_add_sign_string
    boolean

    Show additional sigh string

    contact_person2
    string

    Secont contact

    contact_person2_position
    string

    Second contact position

    address1_address
    string

    First Address

    address1_city
    string

    First Address city

    address1_state
    string

    First Address state

    address1_zip
    string

    First Address ZIP

    address1_country_id
    integer

    First Address country id

    address2_address
    string

    Second address

    address2_city
    string

    Second address city

    address2_state
    string

    Second address state

    address2_zip
    string

    Second address ZIP

    address2_country_id
    integer

    Second country id

    company_web
    string

    Company web

    company_email
    string

    Company email

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_mobile
    string

    Company mobile

    company_fax
    string

    Company fax

    vat
    string

    Business Tax ID

    vat2
    string

    Additional Account VAT (or TAX ID)

    registration_number
    string

    Business Registration Number

    registration_number_date
    string

    Business Registration Number date

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • use_manual_taxes
    integer

    CONFIG.USE_MANUAL_TAXES.DESC

    tax_country_id
    integer

    CONFIG.TAX_COUNTRY_ID.DESC

    tax_country_included
    integer

    CONFIG.TAX_COUNTRY_INCLUDED.DESC

    invoice_enabled
    boolean

    Invoice enabled

    invoice_logo
    integer

    Invoice logo

    invoice_print_sign
    integer

    invoice print sign

    invoice_color
    string

    Invoice color

    invoice_prefix
    string

    Invoice prefix

    act_prefix
    string

    Act prefix

    reconciliation_act_prefix
    string

    Act prefix

    advance_invoice_prefix
    string

    Prefix of the advance invoice

    estimate_prefix
    string

    Estimate prefix

    estimate_start_number
    integer

    Estimate start number

    invoice_due
    integer

    invoice due

    invoice_start_number
    integer

    Invoice start number

    act_start_number
    integer

    Initial act number

    reconciliation_act_start_number
    integer

    Initial reconciliation act number

    advance_invoice_start_number
    integer

    Starting number of the advance invoice

    invoice_show_taxes
    boolean

    Invoice show taxes

    invoice_footer
    string

    Invoice footer

    invoice_terms
    string

    Invoice terms

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    comment
    string

    Comment

    default_organization
    integer

    Default organization:

  • 1 - Yes
  • 0 - No
  • ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Invoice


    Model relations


    Belongs to relation

    Alias Module Model Foreign keyForeigh keys
    orgFinanceOrganizationorg_id
    org_accountFinanceBank accountorg_account_id
    clientCRMAccountscustomer_id
    pricelistProducts & ServicesPrice listpricelist_id
    estimateFinanceEstimateestimate_id
    projectProjectsProjectmodel_idmodule = st, model = project
    templateFinanceInvoicetemplate_id
    recurring_invoiceFinanceRecurring invoicerecurring_invoice_id
    plan_moneyFinanceEstimated Cash Flowplan_money_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    contactsFinanceInvoice contactsinvoice_id
    itemsFinanceInvoice itemsinvoice_id
    transactions_inFinanceTransactioninvoice_idtype = 10
    transactions_plsFinanceTransactions for the Profit and Loss statementinvoice_id
    task_invoicing_logsTasksPayment logs for fixed cost tasksinvoice_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    invoice_number
    integer

    Invoice number

    invoice_number_print
    string

    Invoice print number

    assignee_id
    integer

    Assigned user id

    category_id
    integer

    Category id Default- 0

    customer_name
    string

    Customer name

    note
    string

    Note

    customer_legal_name
    string

    Customer legal name

    contact_person
    string

    Contact

    contact_person_position
    string

    Contact position

    show_add_sign_string
    boolean

    Show additional sigh string

    contact_person2
    string

    Secont contact

    contact_person2_position
    string

    Second contact position

    invoice_date
    string

    Invoice date

    due_date
    string

    Due date

    status_id
    integer

    Status id:

  • 5 - Empty
  • 10 - New
  • 12 - Need aproove
  • 13 - Approved
  • 20 - Partially Paid
  • 30 - Overpaid
  • 40 - Paid
  • template_id
    integer

    Invoice template id

    currency_id
    integer

    Currency symbol

    use_multiple_pm
    boolean

    Use of multiple linking to planned payments (Deprecated)

    ps_currency_id
    integer

    Currency Id of estimated revenue

    plan_money_id
    integer

    Estimated Payment id

    pm_currency_id
    integer

    Currency of estimated revenue

    plan_money_total
    bcy_price

    Amount of estimated revenue

    doc_id
    integer

    Contract ID

    currency_code
    string

    Currency code

    sub_total
    number

    Subtotal

    tax_total
    number

    Tax total

    total
    number

    Total

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    pscy_paid_total
    bcy_price

    Amount in the currency of estimated revenue

    shipping_charge
    number

    Shipping charge

    adjustment
    number

    Adjustment

    adjustment_description
    string

    Adjustment description

    discount
    number

    Discount

    discount_before_tax
    boolean

    Discount before tax

    is_invoice_emailed
    boolean

    Email status.

  • 1 - Sended
  • 0 - Not sended
  • invoice_emailed_date
    string

    Invoice emailed date

    is_reminder_sent
    boolean

    Remainder sent

    reminders_sent_date
    string

    Sent date

    payment_options
    string

    Payment options

    invoice_footer_text
    string

    Custom Note

    invoice_terms_text
    string

    CONFIG.M.FIN.INVOICE.INVOICE_TERMS_TEXT.DESCTerms and Conditions

    bill_from_address
    string

    Bill from address

    bill_from_city
    string

    Bill from city

    bill_from_state
    string

    Bill from state

    bill_from_zip
    string

    Bill from zip

    bill_from_country_id
    integer

    Bill from country

    bill_to_address
    string

    Address

    bill_to_city
    string

    Bill to city

    bill_to_state
    string

    Bill to state

    bill_to_zip
    string

    Bill to ZIP

    bill_to_country_id
    integer

    Country ID

    client_shipping_address
    string

    Legal address of the payer

    client_shipping_city
    string

    Country (current address)

    client_shipping_state
    string

    State/Region (current address)

    client_shipping_zip
    string

    ZIP code (current address)

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    group_id
    integer

    Group id

    org_id
    integer

    Organization id

    org_account_id
    integer

    Organization account id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_vat
    string

    Business Tax ID

    company_vat2
    string

    Additional Account VAT (or TAX ID)

    org_phone
    string

    Organization phone

    org_phone2
    string

    Organization phone

    org_vat
    string

    Business Tax ID

    org_vat2
    string

    Additional Account VAT (or TAX ID)

    tax1
    number

    Tax 1 (%)

    tax2
    number

    Tax 2 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • is_discount_percent
    boolean

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    customer_id
    integer

    Customer id

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    type
    integer

    Invoice type

    is_template
    boolean

    Is template:

  • 1 - Yes
  • 0 - No
  • template_name
    string

    Template name

    pricelist_id
    integer

    Price list id

    bank_id
    integer

    Bank id

    bank
    string

    Bank name

    paymethod_id
    integer

    Print templates id

    estimate_id
    integer

    Estimate id

    exported_1c
    boolean

    Exported 1C

    reference
    string

    Name of the import source of the object (system, etc.)

    paid_date
    string

    Paid date

    recurring_invoice_id
    integer

    Recurring invoice id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    invoice_number
    integer

    Invoice number

    invoice_number_print
    string

    Invoice print number

    assignee_id
    integer

    Assigned user id

    category_id
    integer

    Category id Default- 0

    customer_name
    string

    Customer name

    note
    string

    Note

    customer_legal_name
    string

    Customer legal name

    contact_person
    string

    Contact

    contact_person_position
    string

    Contact position

    show_add_sign_string
    boolean

    Show additional sigh string

    contact_person2
    string

    Secont contact

    contact_person2_position
    string

    Second contact position

    invoice_date
    string

    Invoice date

    due_date
    string

    Due date

    status_id
    integer

    Status id:

  • 5 - Empty
  • 10 - New
  • 12 - Need aproove
  • 13 - Approved
  • 20 - Partially Paid
  • 30 - Overpaid
  • 40 - Paid
  • template_id
    integer

    Invoice template id

    currency_id
    integer

    Currency symbol

    use_multiple_pm
    boolean

    Use of multiple linking to planned payments (Deprecated)

    ps_currency_id
    integer

    Currency Id of estimated revenue

    plan_money_id
    integer

    Estimated Payment id

    pm_currency_id
    integer

    Currency of estimated revenue

    plan_money_total
    bcy_price

    Amount of estimated revenue

    doc_id
    integer

    Contract ID

    currency_code
    string

    Currency code

    sub_total
    number

    Subtotal

    tax_total
    number

    Tax total

    total
    number

    Total

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    pscy_paid_total
    bcy_price

    Amount in the currency of estimated revenue

    shipping_charge
    number

    Shipping charge

    adjustment
    number

    Adjustment

    adjustment_description
    string

    Adjustment description

    discount
    number

    Discount

    discount_before_tax
    boolean

    Discount before tax

    is_invoice_emailed
    boolean

    Email status.

  • 1 - Sended
  • 0 - Not sended
  • invoice_emailed_date
    string

    Invoice emailed date

    is_reminder_sent
    boolean

    Remainder sent

    reminders_sent_date
    string

    Sent date

    payment_options
    string

    Payment options

    invoice_footer_text
    string

    Custom Note

    invoice_terms_text
    string

    CONFIG.M.FIN.INVOICE.INVOICE_TERMS_TEXT.DESCTerms and Conditions

    bill_from_address
    string

    Bill from address

    bill_from_city
    string

    Bill from city

    bill_from_state
    string

    Bill from state

    bill_from_zip
    string

    Bill from zip

    bill_from_country_id
    integer

    Bill from country

    bill_to_address
    string

    Address

    bill_to_city
    string

    Bill to city

    bill_to_state
    string

    Bill to state

    bill_to_zip
    string

    Bill to ZIP

    bill_to_country_id
    integer

    Country ID

    client_shipping_address
    string

    Legal address of the payer

    client_shipping_city
    string

    Country (current address)

    client_shipping_state
    string

    State/Region (current address)

    client_shipping_zip
    string

    ZIP code (current address)

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    group_id
    integer

    Group id

    org_id
    integer

    Organization id

    org_account_id
    integer

    Organization account id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_vat
    string

    Business Tax ID

    company_vat2
    string

    Additional Account VAT (or TAX ID)

    org_phone
    string

    Organization phone

    org_phone2
    string

    Organization phone

    org_vat
    string

    Business Tax ID

    org_vat2
    string

    Additional Account VAT (or TAX ID)

    tax1
    number

    Tax 1 (%)

    tax2
    number

    Tax 2 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • is_discount_percent
    boolean

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    customer_id
    integer

    Customer id

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    type
    integer

    Invoice type

    is_template
    boolean

    Is template:

  • 1 - Yes
  • 0 - No
  • template_name
    string

    Template name

    pricelist_id
    integer

    Price list id

    bank_id
    integer

    Bank id

    bank
    string

    Bank name

    paymethod_id
    integer

    Print templates id

    estimate_id
    integer

    Estimate id

    exported_1c
    boolean

    Exported 1C

    reference
    string

    Name of the import source of the object (system, etc.)

    paid_date
    string

    Paid date

    recurring_invoice_id
    integer

    Recurring invoice id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Business line


    Model relations


    Has many relation

    Alias Module Model Foreign key
    transactionsFinanceTransactionbusiness_line_id
    transactions_plsFinanceTransactions for the Profit and Loss statementbusiness_line_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Invoice items


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    invoiceFinanceInvoiceinvoice_id
    product_itemProducts & ServicesItemsitem_id
    plan_moneyFinanceEstimated Cash Flowplan_money_id

    Has many relation

    Alias Module Model Foreign key
    relationsFinanceLinking the invoice itemsinvoice_item_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    invoice_id
    integer

    Invoice ID

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    item_id
    integer

    Item id

    plan_money_id
    integer

    Estimated Payment id

    name
    string

    Name

    description
    string

    Description

    unit_price
    number

    Unit price

    unit_id
    integer

    Item unit id

    quantity
    tax

    Quantity

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax1_amount
    number

    Tax amount

    tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • tax2_amount
    number

    Tax

    discount_amount
    number

    Discount amount (calculated field based on discount)

    discount
    string

    Discount

    discount_is_percent
    integer

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    sub_total
    number

    Subtotal

    tax_total
    tax

    Tax total

    tax_displayed
    string

    The tax value displayed in printed forms (%)

    total
    number

    Total

    paid_total
    number

    Paid sum

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    plan_money_total
    bcy_price

    Amount of estimated revenue

    paid_date
    string

    Paid date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    online_payment_type
    integer

    Attribute of payment method when using online fiscalization

    online_payment_subject_type
    integer

    Attribute of settlement item when using online fiscalization

    online_payment_vat
    integer

    VAT when using online fiscalization

    type
    integer
  • 10 - Line
  • 20 - Header
  • Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    invoice_id
    integer

    Invoice ID

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    item_id
    integer

    Item id

    plan_money_id
    integer

    Estimated Payment id

    name
    string

    Name

    description
    string

    Description

    unit_price
    number

    Unit price

    unit_id
    integer

    Item unit id

    quantity
    tax

    Quantity

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax1_amount
    number

    Tax amount

    tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • tax2_amount
    number

    Tax

    discount_amount
    number

    Discount amount (calculated field based on discount)

    discount
    string

    Discount

    discount_is_percent
    integer

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    sub_total
    number

    Subtotal

    tax_total
    tax

    Tax total

    tax_displayed
    string

    The tax value displayed in printed forms (%)

    total
    number

    Total

    paid_total
    number

    Paid sum

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    plan_money_total
    bcy_price

    Amount of estimated revenue

    paid_date
    string

    Paid date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    online_payment_type
    integer

    Attribute of payment method when using online fiscalization

    online_payment_subject_type
    integer

    Attribute of settlement item when using online fiscalization

    online_payment_vat
    integer

    VAT when using online fiscalization

    type
    integer
  • 10 - Line
  • 20 - Header
  • Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Money

    The Money section includes payments, expenses and transfers. Based on these records, you can create several transactions for different financial categories and, if needed, link them to different projects and invoices.

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    companyCRMAccountscrm_company_id
    orgFinanceOrganizationorg_id
    org_accountFinanceBank accountbank_account_id
    accountsFinanceBank accountbank_account_id
    projectProjectsProjectproject_id
    project_stageProjectsProject stagesproject_stage_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    transactionsFinanceTransactionreference_id
    transactions_plsFinanceTransactions for the Profit and Loss statementreference_id
    transactions_inFinanceTransactionreference_idtype = 10
    transactions_outFinanceTransactionreference_idtype = 20

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    created_date
    string

    Created date

    created_by
    integer

    User id

    total
    number

    Total

    charge
    number

    Customer payment charge

    date
    string

    Date

    reference
    string

    Name of the import source of the object (system, etc.)

    owner_id
    integer

    Assigned user id

    status
    integer

    Status

  • 0 - New
  • 10 - Executed
  • status_pls
    integer

    P&L accounting flag

    • 0 — P&L off
    • 1 — P&L on
    For transfer type — always 0.

    org_id
    integer

    Organization id

    bank_account_id
    integer

    Organization account id

    currency_id
    integer

    Currency symbol

    description
    string

    Description

    crm_company_id
    integer

    CRM company id

    type
    integer

    Type:

  • 10 - Payment
  • 11 - Project Payment
  • 20 - Expense
  • 21 - Project Expense
  • 30 - Transfer
  • 40 - Return
  • startdate
    string

    Start date

    enddate
    string

    End date

    complete_date
    string

    Complete date

    is_complete
    boolean

    Is complete

    is_manual
    boolean

    Manual edited document

    is_owed
    boolean

    Accounts Payable to Vendor

    project_id
    integer

    Project id

    updated_by
    integer

    User id

    project_stage_id
    integer

    The identifier of the stage in which the project is currently located, stages are created manually in projects.

    updated_date
    string

    Updated date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    ref_uuid
    string

    Reference UUID

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    need_approve
    boolean

    Needs approval

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    created_date
    string

    Created date

    created_by
    integer

    User id

    total
    number

    Total

    charge
    number

    Customer payment charge

    date
    string

    Date

    reference
    string

    Name of the import source of the object (system, etc.)

    owner_id
    integer

    Assigned user id

    status
    integer

    Status

  • 0 - New
  • 10 - Executed
  • status_pls
    integer

    P&L accounting flag

    • 0 — P&L off
    • 1 — P&L on
    For transfer type — always 0.

    org_id
    integer

    Organization id

    bank_account_id
    integer

    Organization account id

    currency_id
    integer

    Currency symbol

    description
    string

    Description

    crm_company_id
    integer

    CRM company id

    type
    integer

    Type:

  • 10 - Payment
  • 11 - Project Payment
  • 20 - Expense
  • 21 - Project Expense
  • 30 - Transfer
  • 40 - Return
  • startdate
    string

    Start date

    enddate
    string

    End date

    complete_date
    string

    Complete date

    is_complete
    boolean

    Is complete

    is_manual
    boolean

    Manual edited document

    is_owed
    boolean

    Accounts Payable to Vendor

    project_id
    integer

    Project id

    updated_by
    integer

    User id

    project_stage_id
    integer

    The identifier of the stage in which the project is currently located, stages are created manually in projects.

    updated_date
    string

    Updated date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    ref_uuid
    string

    Reference UUID

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    need_approve
    boolean

    Needs approval

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Invoice contacts

    These are the contacts to whom the invoice was sent by email (recipients).

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    invoiceFinanceInvoiceinvoice_id
    contactCRMAccountscontact_id
    emailCRMEmailemail_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    invoice_id
    integer

    Invoice ID

    contact_id
    string

    Account id

    email_id
    integer

    Invoice recipients by email

    invoice_emailed
    boolean

    Email sent

    invoice_emailed_date
    string

    Invoice emailed date

    reminders_sent
    boolean

    Remainder sent

    reminders_sent_date
    string

    Sent date

    is_primary
    boolean

    Invoice Email Recipient

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    invoice_id
    integer

    Invoice ID

    contact_id
    string

    Account id

    email_id
    integer

    Invoice recipients by email

    invoice_emailed
    boolean

    Email sent

    invoice_emailed_date
    string

    Invoice emailed date

    reminders_sent
    boolean

    Remainder sent

    reminders_sent_date
    string

    Sent date

    is_primary
    boolean

    Invoice Email Recipient

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Bank account


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    account_groupFinanceAccount groupsaccount_group_id
    orgFinanceOrganizationorg_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    reference_outFinanceMoneybank_account_idtype = 20
    reference_inFinanceMoneybank_account_idtype = 10
    reference_project_outFinanceMoneybank_account_idtype = 21
    reference_project_inFinanceMoneybank_account_idtype = 11
    transactionsFinanceTransactionorg_account_id
    plan_moneyFinanceEstimated Cash Floworg_account_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    org_id
    integer

    Organization id

    type
    integer

    Account type:

    • 101 - Cash account
    • 102 - Foreign currency account
    • 103 - Checking account
    • 104 - Personal account
    • 105 - Cryptocurrency account
    • 301 - PayPal account

    name
    string

    Name

    currency_id
    integer

    Currency symbol

    fixed_balance
    number

    Fixed opening balance of the account

    fixed_balance_date
    string

    Date of fixed opening balance of the account

    pls_fixed_balance
    number

    Fixed opening balance by P&L

    pls_fixed_balance_date
    string

    Date of fixed opening balance by P&L

    pls_bcy_balance
    bcy_price

    Fixed opening balance by P&L in base currency

    excluded_balance
    boolean

    Exclude account from total balance

    bcy_balance
    bcy_price

    Fixed opening balance of the account in base currency

    currency_exchange_rate
    rate

    Currency exchange rate

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    is_displayed_closed
    boolean

    Display in filters by Accounts after closing

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    ordering_by_group
    integer

    Sorting index within the account group. The system sorts from smaller to larger. For example: a record with field value 1 will be above a record with field value 2

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    closed_at
    string

    Account closing date

    manager_id
    integer

    Responsible person ID (only for Individual account type)

    account_group_id
    integer

    Account group ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    org_id
    integer

    Organization id

    type
    integer

    Account type:

    • 101 - Cash account
    • 102 - Foreign currency account
    • 103 - Checking account
    • 104 - Personal account
    • 105 - Cryptocurrency account
    • 301 - PayPal account

    name
    string

    Name

    currency_id
    integer

    Currency symbol

    fixed_balance
    number

    Fixed opening balance of the account

    fixed_balance_date
    string

    Date of fixed opening balance of the account

    pls_fixed_balance
    number

    Fixed opening balance by P&L

    pls_fixed_balance_date
    string

    Date of fixed opening balance by P&L

    pls_bcy_balance
    bcy_price

    Fixed opening balance by P&L in base currency

    excluded_balance
    boolean

    Exclude account from total balance

    bcy_balance
    bcy_price

    Fixed opening balance of the account in base currency

    currency_exchange_rate
    rate

    Currency exchange rate

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    is_displayed_closed
    boolean

    Display in filters by Accounts after closing

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    ordering_by_group
    integer

    Sorting index within the account group. The system sorts from smaller to larger. For example: a record with field value 1 will be above a record with field value 2

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    closed_at
    string

    Account closing date

    manager_id
    integer

    Responsible person ID (only for Individual account type)

    account_group_id
    integer

    Account group ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Account groups


    Model relations


    Has many relation

    Alias Module Model Foreign key
    org_accountsFinanceBank accountaccount_group_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Estimate


    Model relations


    Belongs to relation

    Alias Module Model Foreign keyForeigh keys
    orgFinanceOrganizationorg_id
    clientCRMAccountscustomer_id
    pricelistProducts & ServicesPrice listpricelist_id
    projectProjectsProjectmodel_idmodule = st, model = project
    printed_formFinanceEstimate templatetemplate_id

    Has many relation

    Alias Module Model Foreign key
    contactsFinanceEstimate contactsestimate_id
    itemsFinanceEstimate itemsestimate_id
    invoicesFinanceInvoiceestimate_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    estimate_number
    integer

    Estimate number

    estimate_number_print
    string

    Estimate number for printing

    reference_number
    string

    Reference number

    assignee_id
    integer

    Assigned user id

    customer_id
    integer

    Customer id

    customer_name
    string

    Customer name

    customer_legal_name
    string

    Customer legal name

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_vat
    string

    Business Tax ID

    company_vat2
    string

    Additional Account VAT (or TAX ID)

    contact_person
    string

    Contact

    contact_person_position
    string

    Contact position

    invoice_date
    string

    Date

    expire_date
    string

    Expiration date

    status_id
    integer

    Status id

    template_id
    integer

    Estimate template id

    currency_id
    integer

    Currency symbol

    currency_code
    string

    Currency code

    exchange_rate
    rate

    Exchange Rate

    sub_total
    number

    Subtotal

    tax_total
    number

    Tax total

    total
    number

    Total

    shipping_charge
    number

    Shipping charge

    adjustment
    number

    Adjustment

    adjustment_description
    string

    Adjustment description

    discount
    number

    Discount

    is_discount_percent
    boolean

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    discount_before_tax
    boolean

    Discount before tax

    tax1
    number

    Tax 1 (%)

    tax2
    number

    Tax 2 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • estimate_emailed_date
    string

    Email sent date

    estimate_footer_text
    string

    Customer Notes

    estimate_terms_text
    string

    Terms & Conditions

    org_id
    integer

    Organization id

    org_phone
    string

    Organization phone

    org_phone2
    string

    Organization phone

    org_vat
    string

    Business Tax ID

    org_vat2
    string

    Organization VAT 2

    bill_from_address
    string

    Bill from address

    bill_from_city
    string

    Bill from city

    bill_from_state
    string

    Bill from state

    bill_from_zip
    string

    Bill from zip

    bill_from_country_id
    integer

    Bill from country

    bill_to_address
    string

    Address

    bill_to_city
    string

    Bill to city

    bill_to_state
    string

    Bill to state

    bill_to_zip
    string

    Bill to ZIP

    bill_to_country_id
    integer

    Country ID

    client_shipping_address
    string

    Legal address of the payer

    client_shipping_city
    string

    Country (current address)

    client_shipping_state
    string

    State/Region (current address)

    client_shipping_zip
    string

    ZIP code (current address)

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    group_id
    integer

    Group id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    type
    integer

    Estimate type

    pricelist_id
    integer

    Price list id

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    estimate_number
    integer

    Estimate number

    estimate_number_print
    string

    Estimate number for printing

    reference_number
    string

    Reference number

    assignee_id
    integer

    Assigned user id

    customer_id
    integer

    Customer id

    customer_name
    string

    Customer name

    customer_legal_name
    string

    Customer legal name

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_vat
    string

    Business Tax ID

    company_vat2
    string

    Additional Account VAT (or TAX ID)

    contact_person
    string

    Contact

    contact_person_position
    string

    Contact position

    invoice_date
    string

    Date

    expire_date
    string

    Expiration date

    status_id
    integer

    Status id

    template_id
    integer

    Estimate template id

    currency_id
    integer

    Currency symbol

    currency_code
    string

    Currency code

    exchange_rate
    rate

    Exchange Rate

    sub_total
    number

    Subtotal

    tax_total
    number

    Tax total

    total
    number

    Total

    shipping_charge
    number

    Shipping charge

    adjustment
    number

    Adjustment

    adjustment_description
    string

    Adjustment description

    discount
    number

    Discount

    is_discount_percent
    boolean

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    discount_before_tax
    boolean

    Discount before tax

    tax1
    number

    Tax 1 (%)

    tax2
    number

    Tax 2 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • estimate_emailed_date
    string

    Email sent date

    estimate_footer_text
    string

    Customer Notes

    estimate_terms_text
    string

    Terms & Conditions

    org_id
    integer

    Organization id

    org_phone
    string

    Organization phone

    org_phone2
    string

    Organization phone

    org_vat
    string

    Business Tax ID

    org_vat2
    string

    Organization VAT 2

    bill_from_address
    string

    Bill from address

    bill_from_city
    string

    Bill from city

    bill_from_state
    string

    Bill from state

    bill_from_zip
    string

    Bill from zip

    bill_from_country_id
    integer

    Bill from country

    bill_to_address
    string

    Address

    bill_to_city
    string

    Bill to city

    bill_to_state
    string

    Bill to state

    bill_to_zip
    string

    Bill to ZIP

    bill_to_country_id
    integer

    Country ID

    client_shipping_address
    string

    Legal address of the payer

    client_shipping_city
    string

    Country (current address)

    client_shipping_state
    string

    State/Region (current address)

    client_shipping_zip
    string

    ZIP code (current address)

    created_by
    integer

    User id

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    group_id
    integer

    Group id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    type
    integer

    Estimate type

    pricelist_id
    integer

    Price list id

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Estimate items


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    estimateFinanceEstimateestimate_id
    product_itemProducts & ServicesItemsitem_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    estimate_id
    integer

    Estimate id

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    item_id
    integer

    Item id

    name
    string

    Name

    description
    string

    Description

    unit_price
    number

    Unit price

    unit_id
    integer

    Item unit id

    quantity
    tax

    Quantity

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax1_amount
    number

    Tax amount

    tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • tax2_amount
    number

    Tax

    discount_amount
    number

    Discount amount (calculated field based on discount)

    discount
    string

    Discount

    discount_is_percent
    integer

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    sub_total
    number

    Subtotal

    tax_total
    tax

    Tax total

    tax_displayed
    string

    The tax value displayed in printed forms (%)

    total
    number

    Total

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    type
    integer
  • 10 - Line
  • 20 - Header
  • Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    estimate_id
    integer

    Estimate id

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    item_id
    integer

    Item id

    name
    string

    Name

    description
    string

    Description

    unit_price
    number

    Unit price

    unit_id
    integer

    Item unit id

    quantity
    tax

    Quantity

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax1_amount
    number

    Tax amount

    tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • tax2_amount
    number

    Tax

    discount_amount
    number

    Discount amount (calculated field based on discount)

    discount
    string

    Discount

    discount_is_percent
    integer

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    sub_total
    number

    Subtotal

    tax_total
    tax

    Tax total

    tax_displayed
    string

    The tax value displayed in printed forms (%)

    total
    number

    Total

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    type
    integer
  • 10 - Line
  • 20 - Header
  • Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Estimate template


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    name
    string

    Name

    org_id
    integer

    Organization id

    code
    string

    Estimate template code

    doctemplater_id
    integer

    ID of the printed form of the document designer

    description
    string

    Description

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    params
    string

    Estimate template parametres

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    name
    string

    Name

    org_id
    integer

    Organization id

    code
    string

    Estimate template code

    doctemplater_id
    integer

    ID of the printed form of the document designer

    description
    string

    Description

    active
    integer

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    params
    string

    Estimate template parametres

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Estimate contacts

    Estimate contacts

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    estimateFinanceInvoiceestimate_id
    contactCRMAccountscontact_id
    emailCRMEmailemail_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    estimate_id
    integer

    Estimate id

    contact_id
    string

    Account id

    email_id
    integer

    ID of estimate recipients by email

    estimate_emailed
    boolean

    Email send

    estimate_emailed_date
    string

    Email sent date

    is_primary
    boolean

    Offer recipient by email.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    estimate_id
    integer

    Estimate id

    contact_id
    string

    Account id

    email_id
    integer

    ID of estimate recipients by email

    estimate_emailed
    boolean

    Email send

    estimate_emailed_date
    string

    Email sent date

    is_primary
    boolean

    Offer recipient by email.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Transaction


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id
    invoiceFinanceInvoiceinvoice_id
    projectProjectsProjectproject_id
    crm_accountCRMAccountscrm_account_id
    org_accountFinanceBank accountorg_account_id
    business_lineFinanceBusiness linebusiness_line_id
    reference_docFinanceMoneyreference_id
    plan_moneyFinanceEstimated Cash Flowplan_money_id
    store_docProducts & ServicesStock documentsstore_doc_id

    Has many relation

    Alias Module Model Foreign key
    transactions_plsFinanceTransactions for the Profit and Loss statementfin_transaction_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    date
    string

    Date

    reference
    string

    Name of the import source of the object (system, etc.)

    income
    number

    Transaction title

    outcome
    number

    Expense

    bcy_income
    bcy_price

    Income in Base Currency of the Account

    bcy_outcome
    bcy_price

    Expense in Base Currency of the Account

    default_bcy_income
    bcy_price

    Amount spent in base currency at the main provider's rate

    default_bcy_outcome
    bcy_price

    Amount spent in base currency at the main provider's rate

    charge
    number

    Commission

    bcy_charge
    bcy_price

    Commission in base currency

    currency_id
    integer

    Currency symbol

    currency_exchange_rate
    rate

    Currency exchange rate

    default_currency_exchange_rate
    rate

    Exchange rate for currency conversion from the main provider

    reference_id
    integer

    The identifier of the record in Money to which the transaction is linked

    type
    integer

    Type:

  • 10 - Payment
  • 20 - Expance
  • status
    integer

    Transaction status (Default- 0):

  • 10 - Paid
  • 0 -Not paid.
  • project_id
    integer

    Project id

    invoice_id
    integer

    Invoice ID

    doc_id
    integer

    Contract ID

    invoice_currency_id
    integer

    Invoice currency ID

    icy_total
    bcy_price
    store_doc_id
    integer

    Store document ID

    store_doc_currency_id
    integer

    Store document currency ID

    store_doc_total
    bcy_price

    Store document amount

    org_id
    integer

    Organization id

    org_account_id
    integer

    Organization account id

    crm_account_id
    integer

    Account id

    manager_id
    integer

    Assigned user id

    category_id
    integer

    Category id Default- 0

    plan_money_id
    integer

    Estimated Payment id

    pm_currency_id
    integer

    Currency of estimated revenue

    plan_money_total
    bcy_price

    Amount of estimated revenue

    project_money_stage_id
    integer

    Project money stage

    project_expense_id
    integer

    Project expense id

    project_currency_id
    integer

    Project currency ID

    project_currency_total
    bcy_price

    Transaction amount converted to project currency

    is_generated
    boolean

    Is generated Default- 0

    is_charge
    boolean

    Charges

    is_storno
    boolean

    Reversed

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    accounting_type
    enum
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    integer

    UUID in the system from where the import was made.

    ref_uuid
    string

    Reference UUID

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    business_line_id
    integer

    business line ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    date
    string

    Date

    reference
    string

    Name of the import source of the object (system, etc.)

    income
    number

    Transaction title

    outcome
    number

    Expense

    bcy_income
    bcy_price

    Income in Base Currency of the Account

    bcy_outcome
    bcy_price

    Expense in Base Currency of the Account

    default_bcy_income
    bcy_price

    Amount spent in base currency at the main provider's rate

    default_bcy_outcome
    bcy_price

    Amount spent in base currency at the main provider's rate

    charge
    number

    Commission

    bcy_charge
    bcy_price

    Commission in base currency

    currency_id
    integer

    Currency symbol

    currency_exchange_rate
    rate

    Currency exchange rate

    default_currency_exchange_rate
    rate

    Exchange rate for currency conversion from the main provider

    reference_id
    integer

    The identifier of the record in Money to which the transaction is linked

    type
    integer

    Type:

  • 10 - Payment
  • 20 - Expance
  • status
    integer

    Transaction status (Default- 0):

  • 10 - Paid
  • 0 -Not paid.
  • project_id
    integer

    Project id

    invoice_id
    integer

    Invoice ID

    doc_id
    integer

    Contract ID

    invoice_currency_id
    integer

    Invoice currency ID

    icy_total
    bcy_price
    store_doc_id
    integer

    Store document ID

    store_doc_currency_id
    integer

    Store document currency ID

    store_doc_total
    bcy_price

    Store document amount

    org_id
    integer

    Organization id

    org_account_id
    integer

    Organization account id

    crm_account_id
    integer

    Account id

    manager_id
    integer

    Assigned user id

    category_id
    integer

    Category id Default- 0

    plan_money_id
    integer

    Estimated Payment id

    pm_currency_id
    integer

    Currency of estimated revenue

    plan_money_total
    bcy_price

    Amount of estimated revenue

    project_money_stage_id
    integer

    Project money stage

    project_expense_id
    integer

    Project expense id

    project_currency_id
    integer

    Project currency ID

    project_currency_total
    bcy_price

    Transaction amount converted to project currency

    is_generated
    boolean

    Is generated Default- 0

    is_charge
    boolean

    Charges

    is_storno
    boolean

    Reversed

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    accounting_type
    enum
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    integer

    UUID in the system from where the import was made.

    ref_uuid
    string

    Reference UUID

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    business_line_id
    integer

    business line ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Transactions for the Profit and Loss statement


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    transactionFinanceTransactionfin_transaction_id
    orgFinanceOrganizationorg_id
    invoiceFinanceInvoiceinvoice_id
    projectProjectsProjectproject_id
    crm_accountCRMAccountscrm_account_id
    org_accountFinanceBank accountorg_account_id
    business_lineFinanceBusiness linebusiness_line_id
    reference_docFinanceMoneyreference_id
    plan_moneyFinanceEstimated Cash Flowplan_money_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    fin_transaction_id
    integer

    Relationship with fin_transaction

    date
    string

    Date

    reference
    string

    Name of the import source of the object (system, etc.)

    income
    number

    Transaction title

    outcome
    number

    Expense

    bcy_income
    bcy_price

    Income in Base Currency of the Account

    bcy_outcome
    bcy_price

    Expense in Base Currency of the Account

    default_bcy_income
    bcy_price

    Amount received in base currency at the main provider's rate

    default_bcy_outcome
    bcy_price

    Amount spent in base currency at the main provider's rate

    currency_id
    integer

    Currency symbol

    currency_exchange_rate
    rate

    Currency exchange rate

    default_currency_exchange_rate
    rate

    Exchange rate for currency conversion from the main provider

    reference_id
    integer

    The identifier of the record in Money to which the transaction is linked

    type
    integer

    Type:

  • 10 - Payment
  • 20 - Expance
  • status
    integer

    Transaction status (Default- 0):

  • 1 - Paid
  • 0 -Not paid.
  • project_id
    integer

    Project id

    invoice_id
    integer

    Invoice ID

    doc_id
    integer

    Contract ID

    act_id
    integer

    Act ID

    org_id
    integer

    Organization id

    org_account_id
    integer

    Organization account id

    crm_account_id
    integer

    Account id

    manager_id
    integer

    Assigned user id

    category_id
    integer

    Category id Default- 0

    plan_money_id
    integer

    Estimated Payment id

    pm_currency_id
    integer

    Currency of estimated revenue

    plan_money_total
    bcy_price

    Amount of estimated revenue

    store_doc_id
    integer

    Store document ID

    store_doc_currency_id
    integer

    Store document currency ID

    store_doc_total
    bcy_price

    Store document amount

    project_money_stage_id
    integer

    Project money stage

    project_expense_id
    integer

    Project expense id

    is_generated
    boolean

    Is generated Default- 0

    is_charge
    boolean

    Charges

    is_storno
    boolean

    Reversed

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    accounting_type
    enum
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    integer

    UUID in the system from where the import was made.

    ref_uuid
    string

    Reference UUID

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    business_line_id
    integer

    business line ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    fin_transaction_id
    integer

    Relationship with fin_transaction

    date
    string

    Date

    reference
    string

    Name of the import source of the object (system, etc.)

    income
    number

    Transaction title

    outcome
    number

    Expense

    bcy_income
    bcy_price

    Income in Base Currency of the Account

    bcy_outcome
    bcy_price

    Expense in Base Currency of the Account

    default_bcy_income
    bcy_price

    Amount received in base currency at the main provider's rate

    default_bcy_outcome
    bcy_price

    Amount spent in base currency at the main provider's rate

    currency_id
    integer

    Currency symbol

    currency_exchange_rate
    rate

    Currency exchange rate

    default_currency_exchange_rate
    rate

    Exchange rate for currency conversion from the main provider

    reference_id
    integer

    The identifier of the record in Money to which the transaction is linked

    type
    integer

    Type:

  • 10 - Payment
  • 20 - Expance
  • status
    integer

    Transaction status (Default- 0):

  • 1 - Paid
  • 0 -Not paid.
  • project_id
    integer

    Project id

    invoice_id
    integer

    Invoice ID

    doc_id
    integer

    Contract ID

    act_id
    integer

    Act ID

    org_id
    integer

    Organization id

    org_account_id
    integer

    Organization account id

    crm_account_id
    integer

    Account id

    manager_id
    integer

    Assigned user id

    category_id
    integer

    Category id Default- 0

    plan_money_id
    integer

    Estimated Payment id

    pm_currency_id
    integer

    Currency of estimated revenue

    plan_money_total
    bcy_price

    Amount of estimated revenue

    store_doc_id
    integer

    Store document ID

    store_doc_currency_id
    integer

    Store document currency ID

    store_doc_total
    bcy_price

    Store document amount

    project_money_stage_id
    integer

    Project money stage

    project_expense_id
    integer

    Project expense id

    is_generated
    boolean

    Is generated Default- 0

    is_charge
    boolean

    Charges

    is_storno
    boolean

    Reversed

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    accounting_type
    enum
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    integer

    UUID in the system from where the import was made.

    ref_uuid
    string

    Reference UUID

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    business_line_id
    integer

    business line ID

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Recurring invoice

    Recurring invoices

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id
    org_accountFinanceBank accountorg_account_id
    clientCRMAccountscustomer_id
    pricelistProducts & ServicesPrice listpricelist_id

    Has many relation

    Alias Module Model Foreign key
    itemsFinanceRecurring Invoice settingsinvoice_id
    invoicesFinanceInvoicerecurring_invoice_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    repeat_type
    integer

    Repeat every

    repeat_settings
    string

    Repeat Every

    start_date
    string

    Start date

    end_date
    string

    End date

    next_run_date
    string

    Recurring invoice next run

    never_expire
    integer

    Recuring invoice never expire

    due_receipt
    string

    Due receipt

    create_type
    integer

    Type

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    assignee_id
    integer

    Assigned user id

    customer_name
    string

    Customer name

    customer_legal_name
    string

    Customer legal name

    contact_person
    string

    Contact

    contact_person_position
    string

    Contact position

    show_add_sign_string
    boolean

    Show additional sigh string

    contact_person2
    string

    Second person

    contact_person2_position
    string

    Second contact position

    currency_id
    integer

    Currency symbol

    use_multiple_pm
    boolean

    Use of multiple linking to planned payments (Deprecated)

    currency_code
    string

    Currency code

    exchange_rate
    rate

    Exchange Rate

    sub_total
    number

    Subtotal

    tax_total
    number

    Tax total

    total
    number

    Total

    shipping_charge
    number

    Shipping charge

    adjustment
    number

    Adjustment

    adjustment_description
    string

    Adjustment description

    payment_options
    string

    Payment options

    invoice_footer_text
    string

    Customer Notes

    invoice_terms_text
    string

    Terms and Conditions

    bill_from_address
    string

    Bill from address

    bill_from_city
    string

    Bill from city

    bill_from_state
    string

    Bill from state

    bill_from_zip
    string

    Bill from zip

    bill_from_country_id
    integer

    Bill from country

    bill_to_address
    string

    Address

    bill_to_city
    string

    Bill to city

    bill_to_state
    string

    Bill to state

    bill_to_zip
    string

    Bill to ZIP

    bill_to_country_id
    integer

    Country ID

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    group_id
    integer

    Group id

    org_id
    integer

    Organization id

    doc_id
    integer

    Contract ID

    org_account_id
    integer

    Organization account id

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_vat
    string

    Business Tax ID

    company_vat2
    string

    VAT2

    org_phone
    string

    Organization phone

    org_phone2
    string

    Organization phone

    org_vat
    string

    Business Tax ID

    org_vat2
    string

    Organization VAT 2

    tax1
    number

    Tax 1 (%)

    tax2
    number

    Tax 2 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • discount
    number

    Discount

    discount_before_tax
    boolean

    Discount before tax

    is_discount_percent
    boolean

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    customer_id
    integer

    Customer id

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    pricelist_id
    integer

    Price list id

    paymethod_id
    integer

    Payment method

    reference
    string

    Name of the import source of the object (system, etc.)

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    repeat_type
    integer

    Repeat every

    repeat_settings
    string

    Repeat Every

    start_date
    string

    Start date

    end_date
    string

    End date

    next_run_date
    string

    Recurring invoice next run

    never_expire
    integer

    Recuring invoice never expire

    due_receipt
    string

    Due receipt

    create_type
    integer

    Type

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    assignee_id
    integer

    Assigned user id

    customer_name
    string

    Customer name

    customer_legal_name
    string

    Customer legal name

    contact_person
    string

    Contact

    contact_person_position
    string

    Contact position

    show_add_sign_string
    boolean

    Show additional sigh string

    contact_person2
    string

    Second person

    contact_person2_position
    string

    Second contact position

    currency_id
    integer

    Currency symbol

    use_multiple_pm
    boolean

    Use of multiple linking to planned payments (Deprecated)

    currency_code
    string

    Currency code

    exchange_rate
    rate

    Exchange Rate

    sub_total
    number

    Subtotal

    tax_total
    number

    Tax total

    total
    number

    Total

    shipping_charge
    number

    Shipping charge

    adjustment
    number

    Adjustment

    adjustment_description
    string

    Adjustment description

    payment_options
    string

    Payment options

    invoice_footer_text
    string

    Customer Notes

    invoice_terms_text
    string

    Terms and Conditions

    bill_from_address
    string

    Bill from address

    bill_from_city
    string

    Bill from city

    bill_from_state
    string

    Bill from state

    bill_from_zip
    string

    Bill from zip

    bill_from_country_id
    integer

    Bill from country

    bill_to_address
    string

    Address

    bill_to_city
    string

    Bill to city

    bill_to_state
    string

    Bill to state

    bill_to_zip
    string

    Bill to ZIP

    bill_to_country_id
    integer

    Country ID

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    group_id
    integer

    Group id

    org_id
    integer

    Organization id

    doc_id
    integer

    Contract ID

    org_account_id
    integer

    Organization account id

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_vat
    string

    Business Tax ID

    company_vat2
    string

    VAT2

    org_phone
    string

    Organization phone

    org_phone2
    string

    Organization phone

    org_vat
    string

    Business Tax ID

    org_vat2
    string

    Organization VAT 2

    tax1
    number

    Tax 1 (%)

    tax2
    number

    Tax 2 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • discount
    number

    Discount

    discount_before_tax
    boolean

    Discount before tax

    is_discount_percent
    boolean

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    customer_id
    integer

    Customer id

    uuid
    string

    A universally unique identifier (UUID) is a 128-bit number used to identify information in computer systems

    pricelist_id
    integer

    Price list id

    paymethod_id
    integer

    Payment method

    reference
    string

    Name of the import source of the object (system, etc.)

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Liabilities


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    date
    string

    Date

    description
    string

    Description

    type
    string

    Type

    crm_acc_id
    integer

    CRM account ID

    org_id
    integer

    Organization id

    amount
    integer

    Liability amount

    currency_id
    integer

    Currency symbol

    doc_id
    integer

    Contract ID

    amount_bcy
    integer

    Amount of the obligation in the base currency

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    date
    string

    Date

    description
    string

    Description

    type
    string

    Type

    crm_acc_id
    integer

    CRM account ID

    org_id
    integer

    Organization id

    amount
    integer

    Liability amount

    currency_id
    integer

    Currency symbol

    doc_id
    integer

    Contract ID

    amount_bcy
    integer

    Amount of the obligation in the base currency

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Recurring Invoice settings


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    invoiceFinanceRecurring invoiceinvoice_id
    product_itemProducts & ServicesItemsitem_id
    plan_moneyFinanceEstimated Cash Flowplan_money_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    invoice_id
    integer

    Invoice ID

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    item_id
    integer

    Item id

    plan_money_id
    integer

    Estimated Payment id

    name
    string

    Name

    description
    string

    Description

    unit_price
    number

    Unit price

    unit_id
    integer

    Item unit id

    quantity
    tax

    Quantity

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax1_amount
    number

    Tax 1 (%)

    tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • tax2_amount
    number

    Tax

    discount_amount
    number

    Discount amount (calculated field based on discount)

    discount
    string

    Discount

    discount_is_percent
    integer

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    sub_total
    number

    Subtotal

    tax_total
    tax

    Tax total

    tax_displayed
    string

    The tax value displayed in printed forms (%)

    total
    number

    Total

    paid_total
    number

    Paid sum

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    plan_money_total
    bcy_price

    Amount of estimated revenue

    paid_date
    string

    Paid date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    online_payment_type
    integer

    Attribute of payment method when using online fiscalization

    online_payment_subject_type
    integer

    Online payment type

    online_payment_vat
    integer

    VAT when using online fiscalization

    type
    integer
  • 10 - Line
  • 20 - Header
  • Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    invoice_id
    integer

    Invoice ID

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    item_id
    integer

    Item id

    plan_money_id
    integer

    Estimated Payment id

    name
    string

    Name

    description
    string

    Description

    unit_price
    number

    Unit price

    unit_id
    integer

    Item unit id

    quantity
    tax

    Quantity

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax1_amount
    number

    Tax 1 (%)

    tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • tax2_amount
    number

    Tax

    discount_amount
    number

    Discount amount (calculated field based on discount)

    discount
    string

    Discount

    discount_is_percent
    integer

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    sub_total
    number

    Subtotal

    tax_total
    tax

    Tax total

    tax_displayed
    string

    The tax value displayed in printed forms (%)

    total
    number

    Total

    paid_total
    number

    Paid sum

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    plan_money_total
    bcy_price

    Amount of estimated revenue

    paid_date
    string

    Paid date

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    online_payment_type
    integer

    Attribute of payment method when using online fiscalization

    online_payment_subject_type
    integer

    Online payment type

    online_payment_vat
    integer

    VAT when using online fiscalization

    type
    integer
  • 10 - Line
  • 20 - Header
  • Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Estimated Cash Flow

    Planned money

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id
    org_accountFinanceBank accountorg_account_id
    projectProjectsProjectproject_id
    project_stageProjectsProject stagesproject_stage_id
    companyCRMAccountscrm_company_id
    loanBorrowed LoansBorrowed Loansloan_id
    business_lineFinanceBusiness linebusiness_line_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    transactionsFinanceTransactionplan_money_id
    transactions_inFinanceTransactionplan_money_idtype = 10
    transactions_outFinanceTransactionplan_money_idtype = 20
    invoicesFinanceInvoiceplan_money_id
    invoice_itemsFinanceInvoice itemsplan_money_id
    childrenFinanceEstimated Cash Flowparent_id
    paymentlogsFinancePayment history by estimated cash flowplan_money_id
    transactions_plsFinanceTransactions for the Profit and Loss statementplan_money_id
    store_docsProducts & ServicesStock documentsplan_money_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    total
    number

    Total

    paid_total
    number

    Paid sum

    vat_total
    number

    VAT amount

    vat_total_bcy
    bcy_price

    VAT amount in application base currency. System field, value is set automatically

    net_total
    number

    Revenue plan

    net_total_bcy
    bcy_price

    Revenue plan in the account base currency

    vat
    number

    VAT rate

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    startdate
    string

    Start date

    enddate
    string

    End date

    last_child_date
    string
    status_paid
    integer

    Status:

  • 0 - Not paid
  • 10 - Paid
  • 20 - Overpaid
  • 30 - Partially paid
  • 40 - Executed
  • paid_date
    string

    Payment creation date

    plan_paid_date
    string

    Estimated payment date

    pls_date
    string

    Accrual Date

    type
    integer
    • 10 - planned income
    • 20 - planned expense
    • 30 - planned project income
    • 40 - planned project expense
    • 50 - planned based on invoice
    • 60 - planned project task income
    • 70 - planned project task expense
    is_complete
    boolean

    Flag indicating whether the planned payment is completed:

    • 0 - Not completed
    • 1 - Completed

    is_task_default
    boolean
    complete_date
    string
    is_repeat
    boolean

    Recurring payment flag

    • 1 - recurring payment
    • 0 - one-time payment

    description
    string

    Description

    ordering
    integer

    Sorting

    parent_id
    integer
    last_child_id
    integer
    crm_company_id
    integer

    CRM company id

    category_id
    integer

    Category id Default- 0

    manager_id
    integer

    Assigned user id

    org_id
    integer

    Organization id

    org_account_id
    integer

    Organization account id

    currency_id
    integer

    Currency symbol

    invoice_id
    integer

    Invoice ID

    tax_id
    integer
    project_id
    integer

    Project id

    project_stage_id
    integer

    Project stage id

    budget_id
    integer

    Budget ID

    business_line_id
    integer

    business line ID

    loan_id
    integer

    Borrowing ID

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    total
    number

    Total

    paid_total
    number

    Paid sum

    vat_total
    number

    VAT amount

    vat_total_bcy
    bcy_price

    VAT amount in application base currency. System field, value is set automatically

    net_total
    number

    Revenue plan

    net_total_bcy
    bcy_price

    Revenue plan in the account base currency

    vat
    number

    VAT rate

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    startdate
    string

    Start date

    enddate
    string

    End date

    last_child_date
    string
    status_paid
    integer

    Status:

  • 0 - Not paid
  • 10 - Paid
  • 20 - Overpaid
  • 30 - Partially paid
  • 40 - Executed
  • paid_date
    string

    Payment creation date

    plan_paid_date
    string

    Estimated payment date

    pls_date
    string

    Accrual Date

    type
    integer
    • 10 - planned income
    • 20 - planned expense
    • 30 - planned project income
    • 40 - planned project expense
    • 50 - planned based on invoice
    • 60 - planned project task income
    • 70 - planned project task expense
    is_complete
    boolean

    Flag indicating whether the planned payment is completed:

    • 0 - Not completed
    • 1 - Completed

    is_task_default
    boolean
    complete_date
    string
    is_repeat
    boolean

    Recurring payment flag

    • 1 - recurring payment
    • 0 - one-time payment

    description
    string

    Description

    ordering
    integer

    Sorting

    parent_id
    integer
    last_child_id
    integer
    crm_company_id
    integer

    CRM company id

    category_id
    integer

    Category id Default- 0

    manager_id
    integer

    Assigned user id

    org_id
    integer

    Organization id

    org_account_id
    integer

    Organization account id

    currency_id
    integer

    Currency symbol

    invoice_id
    integer

    Invoice ID

    tax_id
    integer
    project_id
    integer

    Project id

    project_stage_id
    integer

    Project stage id

    budget_id
    integer

    Budget ID

    business_line_id
    integer

    business line ID

    loan_id
    integer

    Borrowing ID

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Linking the invoice items

    A table that stores account position relationships with task and time records

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    invoiceFinanceInvoiceinvoice_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    invoice_item_id
    integer

    Invoice item id

    invoice_id
    integer

    Invoice ID

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    amount
    number

    Total

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    invoice_item_id
    integer

    Invoice item id

    invoice_id
    integer

    Invoice ID

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    amount
    number

    Total

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    created_by
    integer

    User id

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Payment history by estimated cash flow

    Payment history by estimated cash flow

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    plan_moneyFinanceEstimated Cash Flowplan_money_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    date
    string

    Date

    total
    number

    Total

    bcy_total
    bcy_price

    The amount in the application's base currency

    plan_money_id
    integer

    Estimated Payment id

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    item_id
    integer

    Item id

    currency_id
    integer

    Currency symbol

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    date
    string

    Date

    total
    number

    Total

    bcy_total
    bcy_price

    The amount in the application's base currency

    plan_money_id
    integer

    Estimated Payment id

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    item_id
    integer

    Item id

    currency_id
    integer

    Currency symbol

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Time Tracker

    The Time Tracker allows you to track time spent on tasks and projects, set the rate of your team's work hour and issue invoices to the customers based on the estimated and spent time.

    Time sheet


    Model relations


    Belongs to relation

    Alias Module Model Foreign keyForeigh keys
    parent_sheetTime Tracker Time sheetparent_sheet_id
    invoiceFinanceInvoiceinvoice_id
    taskTasksTasksmodel_idmodule = task, model = task

    Has many relation

    Alias Module Model Foreign key
    timelogsTime Tracker TIme Logtimesheet_id
    child_sheetsTime Tracker Time sheetparent_sheet_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    parent_sheet_id
    integer

    Parent sheet id

    description
    string

    Description

    is_billable
    boolean

    Is billable

    is_billable_employee
    boolean

    Whether the employee receives payment for their work

    aggregated_time_estimate
    integer

    Total Time Estimate

    time_estimate
    integer

    Time estimate

    time_spent
    integer

    Time spent

    rate
    number

    Rate

    billing_rate
    number

    Billing rate

    employee_cost_rate
    number

    Cost per hour of employee work

    amount_timespent
    number

    Amount time spent

    bill_amount_timespent
    number

    Parent sheet id

    amount_timeestimate
    number

    Amount time estimate

    bill_amount_timeestimate
    number

    Bill amount time estimate

    bill_cost_timeestimate
    number

    Estimated time of planned flow amount

    bill_cost_timespent
    number

    Actual estimated time of planned consumption amount

    currency_id
    integer

    Currency symbol

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    bill_time
    integer

    Bill time

    unbill_time
    integer

    Unbilled time

    bill_time_type
    string

    Billed time type

    cost_time_type
    string
    billing_status
    integer

    Billing status

    invoice_id
    integer

    Invoice ID (Deprecated)

    bill_time_estimate
    integer

    Bill time estimate

    unbill_time_estimate
    integer

    Unbill time estimate

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    parent_sheet_id
    integer

    Parent sheet id

    description
    string

    Description

    is_billable
    boolean

    Is billable

    is_billable_employee
    boolean

    Whether the employee receives payment for their work

    aggregated_time_estimate
    integer

    Total Time Estimate

    time_estimate
    integer

    Time estimate

    time_spent
    integer

    Time spent

    rate
    number

    Rate

    billing_rate
    number

    Billing rate

    employee_cost_rate
    number

    Cost per hour of employee work

    amount_timespent
    number

    Amount time spent

    bill_amount_timespent
    number

    Parent sheet id

    amount_timeestimate
    number

    Amount time estimate

    bill_amount_timeestimate
    number

    Bill amount time estimate

    bill_cost_timeestimate
    number

    Estimated time of planned flow amount

    bill_cost_timespent
    number

    Actual estimated time of planned consumption amount

    currency_id
    integer

    Currency symbol

    module
    string

    Module

    model
    string

    Model

    model_id
    integer

    Model id

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    bill_time
    integer

    Bill time

    unbill_time
    integer

    Unbilled time

    bill_time_type
    string

    Billed time type

    cost_time_type
    string
    billing_status
    integer

    Billing status

    invoice_id
    integer

    Invoice ID (Deprecated)

    bill_time_estimate
    integer

    Bill time estimate

    unbill_time_estimate
    integer

    Unbill time estimate

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    TIme Log


    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    timesheetTime Tracker Time sheettimesheet_id
    invoiceFinanceInvoiceinvoice_id

    Has many relation

    Alias Module Model Foreign keyForeigh keys
    item_relationsFinanceLinking the invoice itemsmodel_idmodule = timetracker, model = timelog

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    is_billable
    boolean

    Is billable

    is_billable_employee
    boolean

    CONFIG.M.TIMETRACKER.TIMELOGS.IS_BILLABLE_EMPLOYEE.DESC

    time_spent
    integer

    Time spent

    rate
    number

    Rate

    billing_rate
    number

    Billing rate

    employee_cost_rate
    number

    Cost per hour of employee work

    amount
    number

    Amount

    billing_amount
    number

    Billing amount

    employee_cost_amount
    number
    currency_id
    integer

    Currency symbol

    timesheet_id
    integer

    Timesheet id

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    user_id
    integer

    Project and user relation

    is_manual
    boolean
    Manual time tracker
    
    start_timestamp
    integer

    Time Tracker Started

    stop_timestamp
    integer

    Time Tracker Finished

    is_approved
    boolean

    Is approved

    invoice_id
    integer

    Invoice ID (Deprecated)

    status
    integer

    Time log status:

    • 10 - Running
    • 20 - Pause
    • 30 - Stopped
    • 0 - New

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    is_billable
    boolean

    Is billable

    is_billable_employee
    boolean

    CONFIG.M.TIMETRACKER.TIMELOGS.IS_BILLABLE_EMPLOYEE.DESC

    time_spent
    integer

    Time spent

    rate
    number

    Rate

    billing_rate
    number

    Billing rate

    employee_cost_rate
    number

    Cost per hour of employee work

    amount
    number

    Amount

    billing_amount
    number

    Billing amount

    employee_cost_amount
    number
    currency_id
    integer

    Currency symbol

    timesheet_id
    integer

    Timesheet id

    created_date
    string

    Created date

    created_by
    integer

    User id

    updated_date
    string

    Updated date

    updated_by
    integer

    User id

    user_id
    integer

    Project and user relation

    is_manual
    boolean
    Manual time tracker
    
    start_timestamp
    integer

    Time Tracker Started

    stop_timestamp
    integer

    Time Tracker Finished

    is_approved
    boolean

    Is approved

    invoice_id
    integer

    Invoice ID (Deprecated)

    status
    integer

    Time log status:

    • 10 - Running
    • 20 - Pause
    • 30 - Stopped
    • 0 - New

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    User rates

    The individual user rates for the “Timetracker” module are described here

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    group_id
    integer
    user_id
    integer
    cost_rate
    number
    billing_rate
    number
    type
    integer
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    group_id
    integer
    user_id
    integer
    cost_rate
    number
    billing_rate
    number
    type
    integer
    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Product

    The Products enable you to organize a custom list of products and services and capture vital information like manufacturer, price, category, etc.  This way, you can effortlessly add items to your invoices and estimates and send them to your clients.

    Items

    Items

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    business_lineFinanceBusiness linebusiness_line_id

    Has many relation

    Alias Module Model Foreign key
    estimate_itemsFinanceEstimate itemsitem_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    type
    integer

    Item type

    code
    string

    Item code

    article
    string

    SKU

    section_id
    integer

    Item category id

    unit_id
    integer

    Item unit id

    description
    string

    Description

    full_description
    string

    Full item description

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    uom_id
    integer

    UOM id

    code_upc
    string

    UPS

    code_ean
    string

    The International Article Number (also known as European Article Number or EAN)

    code_mpn
    string

    Manufacturer Part Number

    code_isbn
    string

    International Standard Book Number

    manufacturer_id
    integer

    Manufacturer id

    taxable
    boolean

    Taxable

    tax
    number

    Tax rate (%)

    tax_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax_desc
    string

    Value when the tax rate is zero/not set

    country_id
    integer

    Country ID code

    declaration_number
    string

    Cargo Customs Declaration Number

    hide_quantity
    boolean

    Quantity visibility in print form:

  • 1 - Hide quantity
  • 0 - Show quantity

  • Default: 0

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    online_payment_type
    integer

    Online payment type

    online_payment_subject_type
    integer

    Online payment type

    online_payment_vat
    integer
    category_id
    integer

    Category id Default- 0

    business_line_id
    integer

    Business line

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    type
    integer

    Item type

    code
    string

    Item code

    article
    string

    SKU

    section_id
    integer

    Item category id

    unit_id
    integer

    Item unit id

    description
    string

    Description

    full_description
    string

    Full item description

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    uom_id
    integer

    UOM id

    code_upc
    string

    UPS

    code_ean
    string

    The International Article Number (also known as European Article Number or EAN)

    code_mpn
    string

    Manufacturer Part Number

    code_isbn
    string

    International Standard Book Number

    manufacturer_id
    integer

    Manufacturer id

    taxable
    boolean

    Taxable

    tax
    number

    Tax rate (%)

    tax_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax_desc
    string

    Value when the tax rate is zero/not set

    country_id
    integer

    Country ID code

    declaration_number
    string

    Cargo Customs Declaration Number

    hide_quantity
    boolean

    Quantity visibility in print form:

  • 1 - Hide quantity
  • 0 - Show quantity

  • Default: 0

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    online_payment_type
    integer

    Online payment type

    online_payment_subject_type
    integer

    Online payment type

    online_payment_vat
    integer
    category_id
    integer

    Category id Default- 0

    business_line_id
    integer

    Business line

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Categories

    Categories

    Model relations


    Has many relation

    Alias Module Model Foreign key
    itemsProducts & ServicesItemssection_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    parent_id
    integer

    Parent id

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    parent_id
    integer

    Parent id

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Price list

    Price list

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    default
    boolean
    type
    integer

    Type

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    description
    string

    Description

    created
    string

    Created

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    default
    boolean
    type
    integer

    Type

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    description
    string

    Description

    created
    string

    Created

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Price list and item relation

    Price list and item relation

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    pricelist_id
    integer

    Price list id

    currency_id
    integer

    Currency Id of estimated revenue

    item_id
    integer

    Item id

    price
    number

    Item id

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    pricelist_id
    integer

    Price list id

    currency_id
    integer

    Currency Id of estimated revenue

    item_id
    integer

    Item id

    price
    number

    Item id

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Price

    Manufacturers

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    description
    string

    Description

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    currency_id
    integer

    Currency symbol

    crm_company_id
    integer

    CRM company id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    description
    string

    Description

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    currency_id
    integer

    Currency symbol

    crm_company_id
    integer

    CRM company id

    ref
    string

    Name of the import source of the object (system, etc.)

    ref_id
    string

    UUID in the system from where the import was made.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Units

    Units

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    symbol
    string

    Short name

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    code
    string

    Code

    description
    string

    Description

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    symbol
    string

    Short name

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    code
    string

    Code

    description
    string

    Description

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created
    string

    Created date

    created_by
    integer

    User id

    updated
    string

    Updated date

    updated_by
    integer

    User id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Warehouses

    Warehouses

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    access_type
    integer
    address
    string

    Address

    description
    string

    Description

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    updated_by
    integer

    Updated date

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    access_type
    integer
    address
    string

    Address

    description
    string

    Description

    active
    boolean

    If = 0, Inactive.
    Default value = 1.

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    updated_by
    integer

    Updated date

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Stock documents

    Stock documents

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    clientCRMAccountscrm_company_id
    orgFinanceOrganizationorg_id
    pricelistProducts & ServicesPrice listpricelist_id
    storeProducts & ServicesWarehousesstore_id
    sender_storeProducts & ServicesWarehousessender_store_id
    projectProjectsProjectproject_id
    leadCRMOpportunities crm_lead_id
    invoiceFinanceInvoiceinvoice_id
    plan_moneyFinanceEstimated Cash Flowplan_money_id

    Has many relation

    Alias Module Model Foreign key
    itemsProducts & ServicesStock document goodsstore_doc_id
    transactionsFinanceTransactionstore_doc_id
    transactions_plsFinanceTransactions for the Profit and Loss statementstore_doc_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    type
    integer

    Type

    status
    integer
    paid_status
    integer
    date
    string

    Date

    total
    number

    Total

    shipping_charge
    number

    Shipping charge

    adjustment
    number

    Adjustment

    adjustment_description
    string

    Adjustment description

    org_id
    integer

    Organization id

    currency_id
    integer
    currency_code
    string
    paid_total
    number

    Paid sum

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    plan_money_total
    bcy_price

    Amount of estimated revenue

    crm_company_id
    integer

    CRM company id

    crm_lead_id
    integer

    Opportunity ID

    invoice_id
    integer

    Invoice ID

    manager_id
    integer

    Assigned user id

    pricelist_id
    integer

    Price list id

    project_id
    integer

    Project id

    plan_money_id
    integer

    Estimated Payment id

    store_id
    integer
    sender_store_id
    integer
    reason
    string

    Name of the import source of the object (system, etc.)

    doc_number
    integer

    Document number

    utd_template_id
    integer

    ID of the linked UTD template

    company_name
    string

    Company Name

    company_legal_name
    string

    Company legal name

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_vat
    string

    Business Tax ID

    company_vat2
    string

    Additional Account VAT (or TAX ID)

    org_name
    string
    org_legal_name
    string
    org_phone
    string

    Organization phone

    org_phone2
    string

    Organization phone

    org_vat
    string

    Business Tax ID

    org_vat2
    string

    Organization VAT 2

    bill_from_address
    string

    Bill from address

    bill_from_city
    string

    Bill from city

    bill_from_state
    string

    Bill from state

    bill_from_zip
    string

    Bill from zip

    bill_from_country_id
    integer

    Bill from country

    bill_to_address
    string

    Address

    bill_to_city
    string

    Bill to city

    bill_to_state
    string

    Bill to state

    bill_to_zip
    string

    Bill to ZIP

    bill_to_country_id
    integer

    Country ID

    created_by
    integer

    User id

    updated_by
    integer

    Updated date

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    type
    integer

    Type

    status
    integer
    paid_status
    integer
    date
    string

    Date

    total
    number

    Total

    shipping_charge
    number

    Shipping charge

    adjustment
    number

    Adjustment

    adjustment_description
    string

    Adjustment description

    org_id
    integer

    Organization id

    currency_id
    integer
    currency_code
    string
    paid_total
    number

    Paid sum

    bcy_paid_total
    bcy_price

    Amount in the account's base currency

    plan_money_total
    bcy_price

    Amount of estimated revenue

    crm_company_id
    integer

    CRM company id

    crm_lead_id
    integer

    Opportunity ID

    invoice_id
    integer

    Invoice ID

    manager_id
    integer

    Assigned user id

    pricelist_id
    integer

    Price list id

    project_id
    integer

    Project id

    plan_money_id
    integer

    Estimated Payment id

    store_id
    integer
    sender_store_id
    integer
    reason
    string

    Name of the import source of the object (system, etc.)

    doc_number
    integer

    Document number

    utd_template_id
    integer

    ID of the linked UTD template

    company_name
    string

    Company Name

    company_legal_name
    string

    Company legal name

    company_phone
    string

    Phone

    company_phone2
    string

    Company second phone

    company_vat
    string

    Business Tax ID

    company_vat2
    string

    Additional Account VAT (or TAX ID)

    org_name
    string
    org_legal_name
    string
    org_phone
    string

    Organization phone

    org_phone2
    string

    Organization phone

    org_vat
    string

    Business Tax ID

    org_vat2
    string

    Organization VAT 2

    bill_from_address
    string

    Bill from address

    bill_from_city
    string

    Bill from city

    bill_from_state
    string

    Bill from state

    bill_from_zip
    string

    Bill from zip

    bill_from_country_id
    integer

    Bill from country

    bill_to_address
    string

    Address

    bill_to_city
    string

    Bill to city

    bill_to_state
    string

    Bill to state

    bill_to_zip
    string

    Bill to ZIP

    bill_to_country_id
    integer

    Country ID

    created_by
    integer

    User id

    updated_by
    integer

    Updated date

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Stock document goods

    Stock document goods

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    store_docProducts & ServicesStock documentsstore_doc_id
    product_itemProducts & ServicesItemsitem_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    unit_price
    number

    Unit price

    quantity
    tax

    Quantity

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax1_amount
    number

    Tax amount

    tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • tax2_amount
    number

    Tax

    discount_amount
    number

    Discount amount (calculated field based on discount)

    discount
    string

    Discount

    discount_is_percent
    boolean

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    sub_total
    number

    Subtotal

    tax_total
    tax

    Tax total

    tax_displayed
    string

    The tax value displayed in printed forms (%)

    country_id
    integer

    Country ID code

    declaration_number
    string

    Cargo Customs Declaration Number

    total
    number

    Total

    store_doc_id
    integer
    item_id
    integer
    variation_id
    integer
    unit_id
    integer
    type
    integer
    ordering
    integer

    Document number

    created_by
    integer

    User id

    updated_by
    integer

    Updated date

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    unit_price
    number

    Unit price

    quantity
    tax

    Quantity

    tax1
    number

    Tax 1 (%)

    tax1_included
    boolean
  • 1 - Include in price
  • 0 - Not included
  • tax1_amount
    number

    Tax amount

    tax2
    number

    Tax 2 (%)

    tax2_included
    boolean

    TAX2:

  • 1 - Include in price
  • 0 - Not included
  • tax2_amount
    number

    Tax

    discount_amount
    number

    Discount amount (calculated field based on discount)

    discount
    string

    Discount

    discount_is_percent
    boolean

    Is discount percent (Default - 1):

  • 1 - Yes
  • 0 - No

  • Default - 1

    sub_total
    number

    Subtotal

    tax_total
    tax

    Tax total

    tax_displayed
    string

    The tax value displayed in printed forms (%)

    country_id
    integer

    Country ID code

    declaration_number
    string

    Cargo Customs Declaration Number

    total
    number

    Total

    store_doc_id
    integer
    item_id
    integer
    variation_id
    integer
    unit_id
    integer
    type
    integer
    ordering
    integer

    Document number

    created_by
    integer

    User id

    updated_by
    integer

    Updated date

    created_date
    string

    Created date

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Accounts Payable to Vendors

    Accounts Payable to Vendors

    Model relations


    Belongs to relation

    Alias Module Model Foreign key
    orgFinanceOrganizationorg_id

    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    date
    string

    Date

    description
    string

    Description

    type
    string

    Type

    crm_acc_id
    integer

    CRM account ID

    org_id
    integer

    Organization id

    amount
    number

    Liability amount

    currency_id
    integer

    Currency symbol

    amount_bcy
    number

    Amount of the obligation in the base currency

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    date
    string

    Date

    description
    string

    Description

    type
    string

    Type

    crm_acc_id
    integer

    CRM account ID

    org_id
    integer

    Organization id

    amount
    number

    Liability amount

    currency_id
    integer

    Currency symbol

    amount_bcy
    number

    Amount of the obligation in the base currency

    created_by
    integer

    User id

    created_date
    string

    Created date

    updated_by
    integer

    User id

    updated_date
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Business Process Tasks

    Approve

    POST https://{{your_company}}.flowlu.com/api/v1/module/businessprocess/task/approve/{id}
    

    Task type: Approve or reject (type = 10)


    Reject

    POST https://{{your_company}}.flowlu.com/api/v1/module/businessprocess/task/reject/{id}
    

    Task type: Approve or reject (type = 10)

    Request body (optional — reason for rejection):

    {
      "resolution": "Does not meet the requirements"
    }
    

    Request additional information

    POST https://{{your_company}}.flowlu.com/api/v1/module/businessprocess/task/request_info/{id}
    

    Task type: Approve or reject (type = 10)

    Request body:

    {
      "request_info": {
        "comment": "Please clarify the contract amount",
        "fillable": {"field_name": true},
        "assignee": 999
      }
    }
    

    Fill fields (response to information request)

    POST https://{{your_company}}.flowlu.com/api/v1/module/businessprocess/task/fill/{id}
    

    Task type: Request information (type = 20)

    Request body:

    {
      "values": {
        "field_name_1": "value",
        "field_name_2": 12345
      }
    }
    

    Confirm task

    POST https://{{your_company}}.flowlu.com/api/v1/module/businessprocess/task/confirm/{id}
    

    Task type: Get familiar with the information (type = 30)

    Request body — not required.


    Response (200 OK)

    Identical for all endpoints:

    {
      "id": 1,
      "name": "Contract approval #123",
      "description": "...",
      "module": "businessprocess",
      "model": "instance",
      "model_id": 1,
      "robot_activity_id": 1,
      "type": 10,
      "resolve_type": 0,
      "status": 20,
      "parent_id": null,
      "created_by": 1,
      "created_at": "YYYY-MM-DD HH:MM:SS",
      "updated_at": "YYYY-MM-DD HH:MM:SS"
    }
    

    Processes


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    icon
    string

    Icon code

    is_archived
    boolean

    Entity Archiving status

    archived_at
    string

    Date of archiving

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_at
    string

    Created date

    updated_at
    string

    Updated date

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    description
    string

    Description

    icon
    string

    Icon code

    is_archived
    boolean

    Entity Archiving status

    archived_at
    string

    Date of archiving

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_at
    string

    Created date

    updated_at
    string

    Updated date

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Stages


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    process_id
    integer

    Business process ID

    status
    integer

    Business process stage status. Defines the role of the stage in the process lifecycle: 10 — intermediate stage, 20 — final (successful completion), 30 — final (unsuccessful completion)

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    description
    string

    Description

    color
    string

    Color HEX code

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_at
    string

    Created date

    updated_at
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    process_id
    integer

    Business process ID

    status
    integer

    Business process stage status. Defines the role of the stage in the process lifecycle: 10 — intermediate stage, 20 — final (successful completion), 30 — final (unsuccessful completion)

    ordering
    integer

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    description
    string

    Description

    color
    string

    Color HEX code

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_at
    string

    Created date

    updated_at
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Process instances


    Create

    Create

    Authorizations:
    ApiKeyAuth
    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    stage_id
    integer

    Business process stage ID

    process_id
    integer

    Business process ID

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_at
    string

    Created date

    updated_at
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Update

    Update

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Request Body schema: application/x-www-form-urlencoded
    name
    string

    Name

    stage_id
    integer

    Business process stage ID

    process_id
    integer

    Business process ID

    ordering
    number

    Sorting index. The system sorts from less to more. For example, a record with a field value of 1 will be higher than a record with a field value of 2.

    created_by
    integer

    User id

    updated_by
    integer

    User id

    created_at
    string

    Created date

    updated_at
    string

    Updated date

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Delete

    Delete

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Get

    Get

    Authorizations:
    ApiKeyAuth
    path Parameters
    id
    required
    integer

    Id

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    List

    List

    Authorizations:
    ApiKeyAuth

    Responses

    Response samples

    Content type
    application/json
    {
    • "response": {
      }
    }

    Webhooks

    A webhook is a way for an app to provide other applications with real-time information. A webhook delivers data to other applications as it happens, meaning you get data immediately. Unlike typical APIs where you would need to poll for data very frequently in order to get it real-time.

    Global tags

    curl --request POST \
      --url 'https://{{your_company}}.flowlu.com/api/v1/module/{{module}}/{{model}}/{{model_id}}/global_tags/create?api_key={{api_key}}' \
      --header 'Content-Type: application/x-www-form-urlencoded' \
      --data 'name=new tag'
    
    curl --request POST \
      --url 'https://{{your_company}}.flowlu.com/api/v1/module/{{module}}/{{model}}/{{model_id}}/global_tags/delete?api_key={{api_key}}' 
    

    Tag list

    curl --request GET \
      --url 'https://{{your_company}}.flowlu.com/api/v1/module/{{module}}/{{model}}/{{model_id}}/global_tags/list?api_key={{api_key}}' \
      --header 'Content-Type: application/x-www-form-urlencoded' \
      --data 'name=new tag'
    

    Entity list by tag

    curl --request GET \
      --url 'https://{{your_company}}.flowlu.com/api/v1/module/{{module}}/{{model}}/{{model_id}}/global_tags/list?api_key={{api_key}}&filter[_tag_id]={{tag_id}}'
    

    All tag list

    curl --request GET \
      --url 'https://{{your_company}}.flowlu.com/api/v1/module/core/tag/list/?api_key={{api_key}}'
    

    Update global tag

    curl --request POST \
      --url 'https://{{your_company}}.flowlu.com/api/v1/module/core/tag/update/75?api_key={{api_key}}' \
      --header 'Content-Type: application/x-www-form-urlencoded' \
      --data 'name=new tag2'
    

    Delete global tag

    curl --request POST \
      --url 'https://{{your_company}}.flowlu.com/api/v1/module/core/tag/delete/75?api_key={{api_key}}'
    

    Journal

    Method URL
    foreign_list GET /api/v1/module/{module}/{model}/{id}/global_journal/list
    foreign_get GET /api/v1/module/{module}/{model}/{id}/global_journal/get/{entry_id}

    Journal entries are created only by the system — they cannot be added, edited, or deleted via the API.

    Permissions

    • Access to the journal inherits the read permissions of the parent entity. If a user cannot access the entity {module}/{model}/{id}, they will not see its journal either.
    • Module checks (e.g., restrictions for company, im) are applied to the parent entity in the standard way.

    Response Fields

    Raw Fields (from the journal table)

    Field Type Description
    id int Journal entry ID
    date string Event date (Y-m-d H:i:s)
    user_id int ID of the user who made the change. 0 if the change was made by a robot
    robot_id int|null Robot ID, if the event was triggered by automation
    module string Entity module code
    model string Entity model code
    model_id int Entity ID
    field string|null Name of the changed field (column name)
    event_type string orm_create, orm_update, orm_delete, orm_restore, custom
    action string|null Action for custom events: create, update, delete
    custom_title string|null Raw key / event description from the database (as recorded by the initiator)
    old_value string|null Previous field value (raw)
    new_value string|null New field value (raw)
    old_value_formatted string|null Formatted previous value, calculated at the time of writing
    new_value_formatted string|null Formatted new value, calculated at the time of writing

    display Block (Ready-to-Use Representation)

    An object containing data for rendering the event in the feed without additional client-side work. All strings are localized according to the current session locale.

    Field Type Description
    display.module_title string Human-readable module name (e.g., "Tasks")
    display.entity_title string Entity name (e.g., "Task")
    display.field_title string|null Name of the changed field (e.g., "Assignee"); null if the event is not tied to a field
    display.event_title string|null Localized event type label: "Created", "Changed", "Deleted", "Restored"
    display.snippet string|null UI snippet code for rendering (e.g., journal-snippet-content-changes, journal-snippet-custom-content). null — the default view is used
    display.icon string|null Icon name (attachment, subtask, …), if a specialized view defines it
    display.styles object|null A set of style modifiers (e.g., {"text_line_through": true}), if the view defines them
    display.custom_title string|null Localized event title (already translated)
    display.old_text string|null Human‑readable old value: entity references are resolved to their names (full name, file name, etc.). null for changes initiated by a robot
    display.new_text string|null Human‑readable new value (same as old_text)

    user Block

    Field Type Description
    user.id int User ID
    user.name string Full name

    user is null if the change was initiated by a robot or the system (user_id = 0).

    robot Block

    Field Type Description
    robot.id int Robot (automation) ID
    robot.name string Robot name

    robot is null for all normal (user‑initiated) changes.

    Additional usage examples

    Filtering by custom fields

    curl -X GET https://{{your_company}}.flowlu.com/api/v1/module/*module_name*/*entity_name*/list?search=flowlu&page=1&api_key=*api_key*&filter[cf.field_*field_id*]=*filter_value*
    

    Retrieving a list of items from a specific custom list

    curl -X GET https://{{your_company}}.flowlu.com/api/v1/module/customlists/lists/*customlist_id*/items?api_key=*api_key*
    

    Retrieving a list of comments for a specific entity

    curl -X GET https://{{your_company}}.flowlu.com/api/v1/module/*module_name*/*entity_name*/*entity_id*/comments/list?api_key=*api_key*
    

    Retrieving a specific comment

    curl -X GET https://{{your_company}}.flowlu.com/api/v1/module/system/comments/*comment_id*/?api_key=*api_key*
    

    Creating a comment for a specific entity

    curl --request POST \ 
    --url 'https://{{your_company}}.flowlu.com/api/v1/module/*module_name*/*entity_name*/*entity_id*/comments/create?api_key=*api_key*' \ 
    --header 'content-type: application/x-www-form-urlencoded' \ 
    --data 'text=*p*comment*/p*'
    




    Files

    An API key with access to the system application is required to work with files.

    List Files

    curl -X GET https://{{your_company}}.flowlu.com/api/v1/module/system/files/list/?api_key=*api_key*
    

    Get Specific File Information

    curl -X GET https://{{your_company}}.flowlu.com/api/v1/module/system/files/*file_id*/?api_key=*api_key*
    

    List Files for Specific Entity

    curl -X GET https://{{your_company}}.flowlu.com/api/v1/module/{module}/{model}/{id}/files/list/?api_key=*api_key*
    

    Download Specific File

    curl -X GET https://{{your_company}}.flowlu.com/api/v1/module/system/files/download/*file_id*/?api_key=*api_key*