Flowlu Rest API Documentation ( 1.0)
Flowlu Rest API Documentation ( 1.0)
Download OpenAPI specification:Download
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.
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.
- 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 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 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:
- Create an application for external resources in the portal settings to connect to the API.
- 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.
- 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.
- 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.
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",
...
},
...
]
}
}
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
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
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
| 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 |
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.
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
}
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:
- 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"
}
- 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"
}
]
}
- 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'
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| _fieldset | Custom fields | Fieldsets | fieldset_id |
| parent_cache | Custom fields | Fields | cache_parent_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| options | Custom fields | Options | field_id |
| selected_options | Custom fields | Selected checkboxes option | field_id |
| cache_fields | Custom fields | Fields | cache_parent_id |
Create
Create
Authorizations:
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: |
| alias | string Field alias |
| api_use_alias | boolean Use alias in API: |
| webhook_use_alias | boolean Use alias in webhooks: |
| 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: |
| required | integer |
| 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
- 200
{- "response": {
- "id": 0,
- "fieldset_id": 0,
- "name": "string",
- "ordering": 0,
- "type": "string",
- "alias": "string",
- "api_use_alias": true,
- "webhook_use_alias": true,
- "formula": "string",
- "module": "string",
- "model": "string",
- "scope_id": 0,
- "group_id": 0,
- "group_label_field_id": 0,
- "active": 0,
- "required": 0,
- "hint": "string",
- "show_on_detail_page": true,
- "show_in_mobile": true,
- "parent_id": 0,
- "hidden_detail": true,
- "cache_value": "string",
- "cache_parent_id": 0
}
}Update
Update
Authorizations:
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: |
| alias | string Field alias |
| api_use_alias | boolean Use alias in API: |
| webhook_use_alias | boolean Use alias in webhooks: |
| 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: |
| required | integer |
| 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
- 200
{- "response": {
- "id": 0,
- "fieldset_id": 0,
- "name": "string",
- "ordering": 0,
- "type": "string",
- "alias": "string",
- "api_use_alias": true,
- "webhook_use_alias": true,
- "formula": "string",
- "module": "string",
- "model": "string",
- "scope_id": 0,
- "group_id": 0,
- "group_label_field_id": 0,
- "active": 0,
- "required": 0,
- "hint": "string",
- "show_on_detail_page": true,
- "show_in_mobile": true,
- "parent_id": 0,
- "hidden_detail": true,
- "cache_value": "string",
- "cache_parent_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "fieldset_id": 0,
- "name": "string",
- "ordering": 0,
- "type": "string",
- "alias": "string",
- "api_use_alias": true,
- "webhook_use_alias": true,
- "formula": "string",
- "module": "string",
- "model": "string",
- "scope_id": 0,
- "group_id": 0,
- "group_label_field_id": 0,
- "active": 0,
- "required": 0,
- "hint": "string",
- "show_on_detail_page": true,
- "show_in_mobile": true,
- "parent_id": 0,
- "hidden_detail": true,
- "cache_value": "string",
- "cache_parent_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "fieldset_id": 0,
- "name": "string",
- "ordering": 0,
- "type": "string",
- "alias": "string",
- "api_use_alias": true,
- "webhook_use_alias": true,
- "formula": "string",
- "module": "string",
- "model": "string",
- "scope_id": 0,
- "group_id": 0,
- "group_label_field_id": 0,
- "active": 0,
- "required": 0,
- "hint": "string",
- "show_on_detail_page": true,
- "show_in_mobile": true,
- "parent_id": 0,
- "hidden_detail": true,
- "cache_value": "string",
- "cache_parent_id": 0
}
]
}
}Options
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| field | Custom fields | Options | field_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "field_id": 0,
- "type": "string",
- "value": "string",
- "ordering": 0,
- "color": "string",
- "ref": "string",
- "ref_id": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "field_id": 0,
- "type": "string",
- "value": "string",
- "ordering": 0,
- "color": "string",
- "ref": "string",
- "ref_id": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| field | Custom fields | Fields | field_id |
| option | Custom fields | Options | fieldoption_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "item_id": 0,
- "field_id": 0,
- "fieldoption_id": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "item_id": 0,
- "field_id": 0,
- "fieldoption_id": 0
}
}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.
Contains a list of time off
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| absence_type | My Team | Time off type | absence_type_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "user_id": 0,
- "start_date": "string",
- "end_date": "string",
- "original_end_date": "string",
- "absence_type_id": 0,
- "comment": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "user_id": 0,
- "start_date": "string",
- "end_date": "string",
- "original_end_date": "string",
- "absence_type_id": 0,
- "comment": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "user_id": 0,
- "start_date": "string",
- "end_date": "string",
- "original_end_date": "string",
- "absence_type_id": 0,
- "comment": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "user_id": 0,
- "start_date": "string",
- "end_date": "string",
- "original_end_date": "string",
- "absence_type_id": 0,
- "comment": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
]
}
}Contains time off types
Model relations
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| absences | My Team | Employee time off | absence_type_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "title": "string",
- "color": "string",
- "default_absence_duration": 0,
- "count_holidays": true,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "title": "string",
- "color": "string",
- "default_absence_duration": 0,
- "count_holidays": true,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "title": "string",
- "color": "string",
- "default_absence_duration": 0,
- "count_holidays": true,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "title": "string",
- "color": "string",
- "default_absence_duration": 0,
- "count_holidays": true,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org | Finance | Organization | org_id |
| crm_account | CRM | Accounts | crm_account_id |
| business_line | Finance | Business line | business_line_id |
| project | Projects | Project | project_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| transaction_pls_relations | Payables & Receivables | Linking to the PLS transaction | apar_id |
| transaction_relations | Payables & Receivables | Linking to the transaction | apar_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "org_id": 0,
- "project_id": 0,
- "crm_account_id": 0,
- "date": "string",
- "accrual_date": "string",
- "category_id": 0,
- "type": 0,
- "business_line_id": 0,
- "vat": 0,
- "amount": 0,
- "net_amount": 0,
- "vat_amount": 0,
- "vat_amount_bcy": null,
- "amount_bcy": null,
- "net_amount_bcy": null,
- "paid_amount": 0,
- "paid_amount_bcy": null,
- "currency_id": 0,
- "manager_id": 0,
- "status": null,
- "description": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "org_id": 0,
- "project_id": 0,
- "crm_account_id": 0,
- "date": "string",
- "accrual_date": "string",
- "category_id": 0,
- "type": 0,
- "business_line_id": 0,
- "vat": 0,
- "amount": 0,
- "net_amount": 0,
- "vat_amount": 0,
- "vat_amount_bcy": null,
- "amount_bcy": null,
- "net_amount_bcy": null,
- "paid_amount": 0,
- "paid_amount_bcy": null,
- "currency_id": 0,
- "manager_id": 0,
- "status": null,
- "description": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "org_id": 0,
- "project_id": 0,
- "crm_account_id": 0,
- "date": "string",
- "accrual_date": "string",
- "category_id": 0,
- "type": 0,
- "business_line_id": 0,
- "vat": 0,
- "amount": 0,
- "net_amount": 0,
- "vat_amount": 0,
- "vat_amount_bcy": null,
- "amount_bcy": null,
- "net_amount_bcy": null,
- "paid_amount": 0,
- "paid_amount_bcy": null,
- "currency_id": 0,
- "manager_id": 0,
- "status": null,
- "description": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "org_id": 0,
- "project_id": 0,
- "crm_account_id": 0,
- "date": "string",
- "accrual_date": "string",
- "category_id": 0,
- "type": 0,
- "business_line_id": 0,
- "vat": 0,
- "amount": 0,
- "net_amount": 0,
- "vat_amount": 0,
- "vat_amount_bcy": null,
- "amount_bcy": null,
- "net_amount_bcy": null,
- "paid_amount": 0,
- "paid_amount_bcy": null,
- "currency_id": 0,
- "manager_id": 0,
- "status": null,
- "description": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| apar | Payables & Receivables | Payables & Receivables | apar_id |
| transactions | Finance | Transaction | transaction_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "apar_id": 0,
- "apar_amount": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "apar_id": 0,
- "apar_amount": 0,
- "created_date": "string",
- "updated_date": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| apar | Payables & Receivables | Payables & Receivables | apar_id |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | transaction_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "apar_id": 0,
- "apar_amount": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "apar_id": 0,
- "apar_amount": 0,
- "created_date": "string",
- "updated_date": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org | Finance | Organization | org_id |
| business_line | Finance | Business line | business_line_id |
| crm_account | CRM | Accounts | crm_account_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| transaction_relations | Borrowed Loans | Linking credit to transaction | loan_id |
| transaction_pls_relations | Borrowed Loans | Linking credit to P&L transaction | loan_id |
Create
Create
Authorizations:
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: |
| repayment_term | enum (Required field) Repayment period: |
| 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. |
| created_at | string Created date |
| created_by | integer User id |
| updated_at | string Updated date |
| updated_by | integer User id |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "issue_date": "string",
- "name": "string",
- "business_line_id": 0,
- "description": "string",
- "type": null,
- "repayment_term": null,
- "crm_account_id": 0,
- "amount": 0,
- "currency_id": 0,
- "bcy_amount": null,
- "currency_exchange_rate": null,
- "org_id": 0,
- "repayment_date": "string",
- "monthly_payment_day": 0,
- "periodic_payment_amount": 0,
- "rate": 0,
- "manager_id": 0,
- "active": true,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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: |
| repayment_term | enum (Required field) Repayment period: |
| 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. |
| created_at | string Created date |
| created_by | integer User id |
| updated_at | string Updated date |
| updated_by | integer User id |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "issue_date": "string",
- "name": "string",
- "business_line_id": 0,
- "description": "string",
- "type": null,
- "repayment_term": null,
- "crm_account_id": 0,
- "amount": 0,
- "currency_id": 0,
- "bcy_amount": null,
- "currency_exchange_rate": null,
- "org_id": 0,
- "repayment_date": "string",
- "monthly_payment_day": 0,
- "periodic_payment_amount": 0,
- "rate": 0,
- "manager_id": 0,
- "active": true,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "issue_date": "string",
- "name": "string",
- "business_line_id": 0,
- "description": "string",
- "type": null,
- "repayment_term": null,
- "crm_account_id": 0,
- "amount": 0,
- "currency_id": 0,
- "bcy_amount": null,
- "currency_exchange_rate": null,
- "org_id": 0,
- "repayment_date": "string",
- "monthly_payment_day": 0,
- "periodic_payment_amount": 0,
- "rate": 0,
- "manager_id": 0,
- "active": true,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "issue_date": "string",
- "name": "string",
- "business_line_id": 0,
- "description": "string",
- "type": null,
- "repayment_term": null,
- "crm_account_id": 0,
- "amount": 0,
- "currency_id": 0,
- "bcy_amount": null,
- "currency_exchange_rate": null,
- "org_id": 0,
- "repayment_date": "string",
- "monthly_payment_day": 0,
- "periodic_payment_amount": 0,
- "rate": 0,
- "manager_id": 0,
- "active": true,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| loan | Borrowed Loans | Borrowed Loans | loan_id |
| transactions | Finance | Transaction | transaction_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "loan_id": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "loan_id": 0,
- "created_date": "string",
- "updated_date": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| loan | Borrowed Loans | Borrowed Loans | loan_id |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | transaction_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "loan_id": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "loan_id": 0,
- "created_date": "string",
- "updated_date": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org | Finance | Organization | org_id |
| org_account | Finance | Bank account | org_account_id |
| crm_account | CRM | Accounts | crm_account_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| transaction_relations | Fixed Assets | Asset transaction link | asset_id |
| transaction_pls_relations | Fixed Assets | Asset P&L transaction link | asset_id |
| documents | Fixed Assets | Documents | asset_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Asset name. Required field |
| type | enum Asset type. Required field. |
| 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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "type": null,
- "org_id": 0,
- "currency_id": 0,
- "org_account_id": 0,
- "amount": 0,
- "amount_bcy": null,
- "vat": 0,
- "vat_amount": 0,
- "vat_amount_bcy": null,
- "depreciation_amount": 0,
- "depreciation_amount_bcy": null,
- "acquisition_date": "string",
- "start_date_pls": "string",
- "pre_exist": true,
- "active": true,
- "period_amount": 0,
- "period_amount_bcy": null,
- "period": 0,
- "description": "string",
- "manager_id": 0,
- "crm_account_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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. |
| 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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "type": null,
- "org_id": 0,
- "currency_id": 0,
- "org_account_id": 0,
- "amount": 0,
- "amount_bcy": null,
- "vat": 0,
- "vat_amount": 0,
- "vat_amount_bcy": null,
- "depreciation_amount": 0,
- "depreciation_amount_bcy": null,
- "acquisition_date": "string",
- "start_date_pls": "string",
- "pre_exist": true,
- "active": true,
- "period_amount": 0,
- "period_amount_bcy": null,
- "period": 0,
- "description": "string",
- "manager_id": 0,
- "crm_account_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "type": null,
- "org_id": 0,
- "currency_id": 0,
- "org_account_id": 0,
- "amount": 0,
- "amount_bcy": null,
- "vat": 0,
- "vat_amount": 0,
- "vat_amount_bcy": null,
- "depreciation_amount": 0,
- "depreciation_amount_bcy": null,
- "acquisition_date": "string",
- "start_date_pls": "string",
- "pre_exist": true,
- "active": true,
- "period_amount": 0,
- "period_amount_bcy": null,
- "period": 0,
- "description": "string",
- "manager_id": 0,
- "crm_account_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "type": null,
- "org_id": 0,
- "currency_id": 0,
- "org_account_id": 0,
- "amount": 0,
- "amount_bcy": null,
- "vat": 0,
- "vat_amount": 0,
- "vat_amount_bcy": null,
- "depreciation_amount": 0,
- "depreciation_amount_bcy": null,
- "acquisition_date": "string",
- "start_date_pls": "string",
- "pre_exist": true,
- "active": true,
- "period_amount": 0,
- "period_amount_bcy": null,
- "period": 0,
- "description": "string",
- "manager_id": 0,
- "crm_account_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| business_line | Finance | Business line | business_line_id |
| asset | Fixed Assets | Fixed Asset | asset_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "business_line_id": 0,
- "percent": 0,
- "asset_id": 0,
- "group_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "business_line_id": 0,
- "percent": 0,
- "asset_id": 0,
- "group_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "business_line_id": 0,
- "percent": 0,
- "asset_id": 0,
- "group_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| asset | Fixed Assets | Fixed Asset | asset_id |
| transactions | Finance | Transaction | transaction_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "asset_id": 0,
- "asset_amount": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "asset_id": 0,
- "asset_amount": 0,
- "created_date": "string",
- "updated_date": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| asset | Fixed Assets | Fixed Asset | asset_id |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | transaction_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "asset_id": 0,
- "asset_amount": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "transaction_id": 0,
- "asset_id": 0,
- "asset_amount": 0,
- "created_date": "string",
- "updated_date": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| asset | Fixed Assets | Fixed Asset | asset_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| allocations | Fixed Assets | Allocation by business lines | group_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "asset_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "asset_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org | Finance | Organization | org_id |
| org_account | Finance | Bank account | org_account_id |
| business_line | Finance | Business line | business_line_id |
| crm_account | CRM | Accounts | crm_account_id |
| asset | Fixed Assets | Fixed Asset | asset_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| transactions_pls | Fixed Assets | Asset P&L transaction link | asset_id |
| transactions | Fixed Assets | Asset transaction link | asset_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| asset_id | integer Asset ID. Required field |
| type | enum Document type. Required field. |
| 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
- 200
{- "response": {
- "id": 0,
- "asset_id": 0,
- "type": null,
- "date": "string",
- "amount": 0,
- "amount_bcy": null,
- "net_book_value": 0,
- "net_book_value_bcy": null,
- "org_account_id": 0,
- "org_id": 0,
- "currency_id": 0,
- "business_line_id": 0,
- "description": "string",
- "manager_id": 0,
- "crm_account_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "asset_id": 0,
- "type": null,
- "date": "string",
- "amount": 0,
- "amount_bcy": null,
- "net_book_value": 0,
- "net_book_value_bcy": null,
- "org_account_id": 0,
- "org_id": 0,
- "currency_id": 0,
- "business_line_id": 0,
- "description": "string",
- "manager_id": 0,
- "crm_account_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "asset_id": 0,
- "type": null,
- "date": "string",
- "amount": 0,
- "amount_bcy": null,
- "net_book_value": 0,
- "net_book_value_bcy": null,
- "org_account_id": 0,
- "org_id": 0,
- "currency_id": 0,
- "business_line_id": 0,
- "description": "string",
- "manager_id": 0,
- "crm_account_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "asset_id": 0,
- "type": null,
- "date": "string",
- "amount": 0,
- "amount_bcy": null,
- "net_book_value": 0,
- "net_book_value_bcy": null,
- "org_account_id": 0,
- "org_id": 0,
- "currency_id": 0,
- "business_line_id": 0,
- "description": "string",
- "manager_id": 0,
- "crm_account_id": 0,
- "created_at": "string",
- "created_by": 0,
- "updated_at": "string",
- "updated_by": 0
}
]
}
}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.
The tasks for the "Tasks" module and events for the "Calendar" module are described here.
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| company | CRM | Accounts | crm_account_id | |
| template | Tasks | Tasks | template_id | |
| calendar | Calendar | Calendar | event_calendar_id | |
| workflow | Tasks | Task Workflows | workflow_id | |
| workflow_stage | Tasks | Workflow Statuses | workflow_stage_id | |
| parent | Tasks | Tasks | parent_id | |
| project | Projects | Project | model_id | module = st, model = project |
| project_template | Projects | Project Templates | model_id | module = st, model = type |
| lead | CRM | Opportunities | model_id | module = crm, model = leads |
| project_stage | Projects | Project stages | project_stage_id | module = st, model = project |
| project_stage_checkitem | Projects | Stage Checklist | project_checkitem_id | module = st, model = project |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| model_collaborators | Tasks | Followers | task_id | |
| model_participants | Tasks | Collaborators | task_id | |
| subtasks | Tasks | Tasks | parent_id | |
| item_relation | Finance | Linking the invoice items | model_id | module = task, model = task |
Create
Create
Authorizations:
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): |
| 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: |
| 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: |
| 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): |
| 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): |
| template_id | integer Template id by which the task was created (task with type = 30) |
| is_repeat | boolean Is repeat (Default- 0): |
| 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): |
| event_access_type | integer Event Privacy Settings: |
| event_calendar_id | integer The id of the calendar to which the event is linked |
| event_type | integer Event type: |
| event_etag | string Google Etag |
| event_sync_type | integer Google sync |
| archive_status | integer Archive status (Default- 0): |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "report": "string",
- "parent_id": 0,
- "prev_task_id": 0,
- "deadline": "string",
- "deadline_allowchange": true,
- "plan_start_date": "string",
- "plan_end_date": "string",
- "priority": 0,
- "task_checkbyowner": true,
- "responsible_id": 0,
- "time_estimate": 0,
- "time_spent": 0,
- "cost": 0,
- "price": 0,
- "cost_type": "string",
- "price_type": "string",
- "created_date": "string",
- "owner_id": 0,
- "updated_date": "string",
- "updated_by": 0,
- "status_firstviewdate": "string",
- "status": 0,
- "start_date": "string",
- "first_closed_date": "string",
- "closed_date": "string",
- "closed_by": 0,
- "return_count": 0,
- "rating": 0,
- "status_updated_by": 0,
- "status_updated_date": "string",
- "ref": "string",
- "ref_id": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "project_stage_id": 0,
- "project_checkitem_id": 0,
- "type": 0,
- "report_complete": "string",
- "crm_account_id": 0,
- "ordering": 0,
- "all_day": true,
- "uuid": "string",
- "public_template": 0,
- "template_id": 0,
- "is_repeat": true,
- "is_recurrence": true,
- "recurrence_id": 0,
- "recurrence_parent_id": 0,
- "recurrence_original_start_date": "string",
- "event_location": "string",
- "event_color": "string",
- "event_busy_status": 0,
- "event_access_type": 0,
- "event_calendar_id": 0,
- "event_type": 0,
- "event_etag": "string",
- "event_sync_type": 0,
- "archive_status": 0,
- "is_hidden": true,
- "workflow_id": 0,
- "workflow_stage_id": 0
}
}Update
Update
Authorizations:
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): |
| 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: |
| 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: |
| 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): |
| 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): |
| template_id | integer Template id by which the task was created (task with type = 30) |
| is_repeat | boolean Is repeat (Default- 0): |
| 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): |
| event_access_type | integer Event Privacy Settings: |
| event_calendar_id | integer The id of the calendar to which the event is linked |
| event_type | integer Event type: |
| event_etag | string Google Etag |
| event_sync_type | integer Google sync |
| archive_status | integer Archive status (Default- 0): |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "report": "string",
- "parent_id": 0,
- "prev_task_id": 0,
- "deadline": "string",
- "deadline_allowchange": true,
- "plan_start_date": "string",
- "plan_end_date": "string",
- "priority": 0,
- "task_checkbyowner": true,
- "responsible_id": 0,
- "time_estimate": 0,
- "time_spent": 0,
- "cost": 0,
- "price": 0,
- "cost_type": "string",
- "price_type": "string",
- "created_date": "string",
- "owner_id": 0,
- "updated_date": "string",
- "updated_by": 0,
- "status_firstviewdate": "string",
- "status": 0,
- "start_date": "string",
- "first_closed_date": "string",
- "closed_date": "string",
- "closed_by": 0,
- "return_count": 0,
- "rating": 0,
- "status_updated_by": 0,
- "status_updated_date": "string",
- "ref": "string",
- "ref_id": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "project_stage_id": 0,
- "project_checkitem_id": 0,
- "type": 0,
- "report_complete": "string",
- "crm_account_id": 0,
- "ordering": 0,
- "all_day": true,
- "uuid": "string",
- "public_template": 0,
- "template_id": 0,
- "is_repeat": true,
- "is_recurrence": true,
- "recurrence_id": 0,
- "recurrence_parent_id": 0,
- "recurrence_original_start_date": "string",
- "event_location": "string",
- "event_color": "string",
- "event_busy_status": 0,
- "event_access_type": 0,
- "event_calendar_id": 0,
- "event_type": 0,
- "event_etag": "string",
- "event_sync_type": 0,
- "archive_status": 0,
- "is_hidden": true,
- "workflow_id": 0,
- "workflow_stage_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "report": "string",
- "parent_id": 0,
- "prev_task_id": 0,
- "deadline": "string",
- "deadline_allowchange": true,
- "plan_start_date": "string",
- "plan_end_date": "string",
- "priority": 0,
- "task_checkbyowner": true,
- "responsible_id": 0,
- "time_estimate": 0,
- "time_spent": 0,
- "cost": 0,
- "price": 0,
- "cost_type": "string",
- "price_type": "string",
- "created_date": "string",
- "owner_id": 0,
- "updated_date": "string",
- "updated_by": 0,
- "status_firstviewdate": "string",
- "status": 0,
- "start_date": "string",
- "first_closed_date": "string",
- "closed_date": "string",
- "closed_by": 0,
- "return_count": 0,
- "rating": 0,
- "status_updated_by": 0,
- "status_updated_date": "string",
- "ref": "string",
- "ref_id": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "project_stage_id": 0,
- "project_checkitem_id": 0,
- "type": 0,
- "report_complete": "string",
- "crm_account_id": 0,
- "ordering": 0,
- "all_day": true,
- "uuid": "string",
- "public_template": 0,
- "template_id": 0,
- "is_repeat": true,
- "is_recurrence": true,
- "recurrence_id": 0,
- "recurrence_parent_id": 0,
- "recurrence_original_start_date": "string",
- "event_location": "string",
- "event_color": "string",
- "event_busy_status": 0,
- "event_access_type": 0,
- "event_calendar_id": 0,
- "event_type": 0,
- "event_etag": "string",
- "event_sync_type": 0,
- "archive_status": 0,
- "is_hidden": true,
- "workflow_id": 0,
- "workflow_stage_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "report": "string",
- "parent_id": 0,
- "prev_task_id": 0,
- "deadline": "string",
- "deadline_allowchange": true,
- "plan_start_date": "string",
- "plan_end_date": "string",
- "priority": 0,
- "task_checkbyowner": true,
- "responsible_id": 0,
- "time_estimate": 0,
- "time_spent": 0,
- "cost": 0,
- "price": 0,
- "cost_type": "string",
- "price_type": "string",
- "created_date": "string",
- "owner_id": 0,
- "updated_date": "string",
- "updated_by": 0,
- "status_firstviewdate": "string",
- "status": 0,
- "start_date": "string",
- "first_closed_date": "string",
- "closed_date": "string",
- "closed_by": 0,
- "return_count": 0,
- "rating": 0,
- "status_updated_by": 0,
- "status_updated_date": "string",
- "ref": "string",
- "ref_id": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "project_stage_id": 0,
- "project_checkitem_id": 0,
- "type": 0,
- "report_complete": "string",
- "crm_account_id": 0,
- "ordering": 0,
- "all_day": true,
- "uuid": "string",
- "public_template": 0,
- "template_id": 0,
- "is_repeat": true,
- "is_recurrence": true,
- "recurrence_id": 0,
- "recurrence_parent_id": 0,
- "recurrence_original_start_date": "string",
- "event_location": "string",
- "event_color": "string",
- "event_busy_status": 0,
- "event_access_type": 0,
- "event_calendar_id": 0,
- "event_type": 0,
- "event_etag": "string",
- "event_sync_type": 0,
- "archive_status": 0,
- "is_hidden": true,
- "workflow_id": 0,
- "workflow_stage_id": 0
}
]
}
}The payment logs for fixed cost tasks are described here
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| task | Tasks | Tasks | task_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "invoice_id": 0,
- "amount": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "invoice_id": 0,
- "amount": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Create
Create
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "user_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "active": true,
- "color": "string",
- "icon": "string",
- "ordering": 0
}
}Update
Update
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "user_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "active": true,
- "color": "string",
- "icon": "string",
- "ordering": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "user_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "active": true,
- "color": "string",
- "icon": "string",
- "ordering": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "user_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "active": true,
- "color": "string",
- "icon": "string",
- "ordering": 0
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "list_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "list_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string"
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "event_accepted_status": true,
- "event_show_user_notification": true
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "event_accepted_status": true,
- "event_show_user_notification": true
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "event_accepted_status": true,
- "event_show_user_notification": true
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "event_accepted_status": true,
- "event_show_user_notification": true
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "issue_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "issue_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Model relations
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| tasks | Tasks | Tasks | workflow_id |
| stages | Tasks | Workflow Statuses | workflow_id |
| projects | Projects | Project | tasks_workflow_id |
| projects_workflows | Projects | Project Templates | tasks_workflow_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "ordering": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "ordering": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "ordering": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "ordering": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
]
}
}Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| workflow | Tasks | Task Workflows | workflow_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| tasks | Tasks | Tasks | workflow_stage_id |
Create
Create
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "ordering": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "workflow_id": 0,
- "color": "string",
- "task_status": 0
}
}Update
Update
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "ordering": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "workflow_id": 0,
- "color": "string",
- "task_status": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "ordering": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "workflow_id": 0,
- "color": "string",
- "task_status": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "ordering": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "workflow_id": 0,
- "color": "string",
- "task_status": 0
}
]
}
}Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| description | string Description |
| type | integer Calendar type: |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "type": 0,
- "color": "string",
- "timezone": "string",
- "sync_type": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "uuid": "string",
- "etag": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| description | string Description |
| type | integer Calendar type: |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "type": 0,
- "color": "string",
- "timezone": "string",
- "sync_type": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "uuid": "string",
- "etag": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "type": 0,
- "color": "string",
- "timezone": "string",
- "sync_type": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "uuid": "string",
- "etag": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "type": 0,
- "color": "string",
- "timezone": "string",
- "sync_type": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "uuid": "string",
- "etag": "string"
}
]
}
}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.
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| project | Agile Projects | Agile project | project_id |
| sprint | Agile Projects | Sprint | sprint_id |
| stage | Agile Projects | Stage | workflow_stage_id |
| type | Agile Projects | Issue type | type_id |
| category | Agile Projects | Agile categories | category_id |
| parent_issue | Agile Projects | Issues | parent_issue_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| child_issues | Agile Projects | Issues | parent_issue_id |
| parent_issue_relations | Agile Projects | Issue relation | parent_issue_id |
| child_issue_relations | Agile Projects | Issue relation | child_issue_id |
| subtasks | Agile Projects | Issues | parent_issue_id |
| ref_tickets | Agile Projects | Reference issue relation | issue_id |
Create
Create
Authorizations:
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: |
| 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
- 200
{- "response": {
- "id": 0,
- "number": 0,
- "number_label": "string",
- "name": "string",
- "description": "string",
- "ordering": 0,
- "type_id": 0,
- "estimate": 0,
- "value": "string",
- "effort": 0,
- "priority": 0,
- "category_id": 0,
- "sprint_id": 0,
- "project_id": 0,
- "workflow_stage_id": 0,
- "assignee_id": 0,
- "parent_issue_id": 0,
- "creator_id": 0,
- "epic_id": 0,
- "is_archived": true,
- "archived_date": "string",
- "completed_date": "string",
- "created_date": "string",
- "updated_date": "string",
- "ref": "string",
- "ref_id": "string"
}
}Update
Update
Authorizations:
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: |
| 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
- 200
{- "response": {
- "id": 0,
- "number": 0,
- "number_label": "string",
- "name": "string",
- "description": "string",
- "ordering": 0,
- "type_id": 0,
- "estimate": 0,
- "value": "string",
- "effort": 0,
- "priority": 0,
- "category_id": 0,
- "sprint_id": 0,
- "project_id": 0,
- "workflow_stage_id": 0,
- "assignee_id": 0,
- "parent_issue_id": 0,
- "creator_id": 0,
- "epic_id": 0,
- "is_archived": true,
- "archived_date": "string",
- "completed_date": "string",
- "created_date": "string",
- "updated_date": "string",
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "number": 0,
- "number_label": "string",
- "name": "string",
- "description": "string",
- "ordering": 0,
- "type_id": 0,
- "estimate": 0,
- "value": "string",
- "effort": 0,
- "priority": 0,
- "category_id": 0,
- "sprint_id": 0,
- "project_id": 0,
- "workflow_stage_id": 0,
- "assignee_id": 0,
- "parent_issue_id": 0,
- "creator_id": 0,
- "epic_id": 0,
- "is_archived": true,
- "archived_date": "string",
- "completed_date": "string",
- "created_date": "string",
- "updated_date": "string",
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "number": 0,
- "number_label": "string",
- "name": "string",
- "description": "string",
- "ordering": 0,
- "type_id": 0,
- "estimate": 0,
- "value": "string",
- "effort": 0,
- "priority": 0,
- "category_id": 0,
- "sprint_id": 0,
- "project_id": 0,
- "workflow_stage_id": 0,
- "assignee_id": 0,
- "parent_issue_id": 0,
- "creator_id": 0,
- "epic_id": 0,
- "is_archived": true,
- "archived_date": "string",
- "completed_date": "string",
- "created_date": "string",
- "updated_date": "string",
- "ref": "string",
- "ref_id": "string"
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "event_accepted_status": true,
- "event_show_user_notification": true
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "event_accepted_status": true,
- "event_show_user_notification": true
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "event_accepted_status": true,
- "event_show_user_notification": true
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "task_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "event_accepted_status": true,
- "event_show_user_notification": true
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "issue_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "issue_id": 0,
- "user_id": 0,
- "group_id": 0,
- "role": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| parent_relation_name | Agile Projects | Issue relation names | parent_relation_name_id |
| child_relation_name | Agile Projects | Issue relation names | child_relation_name_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| issue_relations | Agile Projects | Issue relation | type |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "updated_date": "string",
- "parent_relation_name_id": 0,
- "child_relation_name_id": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "updated_date": "string",
- "parent_relation_name_id": 0,
- "child_relation_name_id": 0
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "updated_date": "string",
- "tree_type": true
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "updated_date": "string",
- "tree_type": true
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| parent_issue | Agile Projects | Issues | parent_issue_id |
| child_issue | Agile Projects | Issues | child_issue_id |
| relation_type | Agile Projects | Issue relation types | type |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| parent_issues | Agile Projects | Issues | parent_issue_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "parent_issue_id": 0,
- "child_issue_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "type": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "parent_issue_id": 0,
- "child_issue_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "type": 0
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "is_default": true,
- "icon": "string",
- "created_date": "string",
- "updated_date": "string",
- "color": "string",
- "type": 0,
- "ordering": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "is_default": true,
- "icon": "string",
- "created_date": "string",
- "updated_date": "string",
- "color": "string",
- "type": 0,
- "ordering": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "is_default": true,
- "icon": "string",
- "created_date": "string",
- "updated_date": "string",
- "color": "string",
- "type": 0,
- "ordering": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "is_default": true,
- "icon": "string",
- "created_date": "string",
- "updated_date": "string",
- "color": "string",
- "type": 0,
- "ordering": 0
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| project | Agile Projects | Agile project | project_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| issues | Agile Projects | Issues | sprint_id |
Create
Create
Authorizations:
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. |
| changelog | string A list of changes made up of sprint tasks |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "start_date": "string",
- "deadline": "string",
- "standup_time": "string",
- "project_id": 0,
- "started": true,
- "created_date": "string",
- "updated_date": "string",
- "active": true,
- "changelog": "string"
}
}Update
Update
Authorizations:
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. |
| changelog | string A list of changes made up of sprint tasks |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "start_date": "string",
- "deadline": "string",
- "standup_time": "string",
- "project_id": 0,
- "started": true,
- "created_date": "string",
- "updated_date": "string",
- "active": true,
- "changelog": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "start_date": "string",
- "deadline": "string",
- "standup_time": "string",
- "project_id": 0,
- "started": true,
- "created_date": "string",
- "updated_date": "string",
- "active": true,
- "changelog": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "start_date": "string",
- "deadline": "string",
- "standup_time": "string",
- "project_id": 0,
- "started": true,
- "created_date": "string",
- "updated_date": "string",
- "active": true,
- "changelog": "string"
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| workflow | Agile Projects | Workflow | workflow_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| sprints | Agile Projects | Sprint | project_id |
| issues | Agile Projects | Issues | project_id |
| categories | Agile Projects | Agile categories | project_id |
| project_users | Agile Projects | Project users | project_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "prefix_name": "string",
- "workflow_id": 0,
- "manager_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "archived_date": "string",
- "is_admin_menu_showing": true
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "prefix_name": "string",
- "workflow_id": 0,
- "manager_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "archived_date": "string",
- "is_admin_menu_showing": true
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "prefix_name": "string",
- "workflow_id": 0,
- "manager_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "archived_date": "string",
- "is_admin_menu_showing": true
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "prefix_name": "string",
- "workflow_id": 0,
- "manager_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "archived_date": "string",
- "is_admin_menu_showing": true
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| project | Agile Projects | Agile project | project_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "user_id": 0,
- "role_id": null
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "user_id": 0,
- "role_id": null
}
}
Model relations
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| stages | Agile Projects | Stage | workflow_id |
| projects | Agile Projects | Agile project | workflow_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "updated_date": "string",
- "description": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "updated_date": "string",
- "description": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| workflow | Agile Projects | Workflow | workflow_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| issues | Agile Projects | Issues | workflow_stage_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "status": 0,
- "ordering": 0,
- "description": "string",
- "created_date": "string",
- "updated_date": "string",
- "workflow_id": 0,
- "color": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "status": 0,
- "ordering": 0,
- "description": "string",
- "created_date": "string",
- "updated_date": "string",
- "workflow_id": 0,
- "color": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "status": 0,
- "ordering": 0,
- "description": "string",
- "created_date": "string",
- "updated_date": "string",
- "workflow_id": 0,
- "color": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "status": 0,
- "ordering": 0,
- "description": "string",
- "created_date": "string",
- "updated_date": "string",
- "workflow_id": 0,
- "color": "string"
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| issue_type | Agile Projects | Issue type | issue_type_id |
| project | Agile Projects | Agile project | project_id |
Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "issue_type_id": 0,
- "project_id": 0
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| project | Agile Projects | Agile project | project_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| issues | Agile Projects | Issues | category_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "assignee_id": 0,
- "color": "string",
- "parent_id": 0,
- "project_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "ordering": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "assignee_id": 0,
- "color": "string",
- "parent_id": 0,
- "project_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "ordering": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "assignee_id": 0,
- "color": "string",
- "parent_id": 0,
- "project_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "ordering": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "assignee_id": 0,
- "color": "string",
- "parent_id": 0,
- "project_id": 0,
- "created_date": "string",
- "updated_date": "string",
- "ordering": 0
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "ref_id": "string",
- "issue_id": 0,
- "ref": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "ref_id": "string",
- "issue_id": 0,
- "ref": "string"
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "project_id": 0,
- "description": "string",
- "start_date": "string",
- "end_date": "string",
- "is_completed": true,
- "ordering": 0,
- "created_by": 0,
- "owner_id": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "project_id": 0,
- "description": "string",
- "start_date": "string",
- "end_date": "string",
- "is_completed": true,
- "ordering": 0,
- "created_by": 0,
- "owner_id": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "project_id": 0,
- "description": "string",
- "start_date": "string",
- "end_date": "string",
- "is_completed": true,
- "ordering": 0,
- "created_by": 0,
- "owner_id": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "project_id": 0,
- "description": "string",
- "start_date": "string",
- "end_date": "string",
- "is_completed": true,
- "ordering": 0,
- "created_by": 0,
- "owner_id": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
]
}
}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 withtype = 1)/crm/contact/- only contacts (the same as/crm/account/, but withtype = 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
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 |
|---|---|---|---|
| category | CRM | Account types | account_category_id |
| industry | CRM | Account industries | industry_id |
| honorific | CRM | Honorifics | honorific_title_id |
| merged_account | CRM | Accounts | merged_to |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| parent_relations | CRM | Relation | child_acc_id | |
| child_relations | CRM | Relation | parent_acc_id | |
| contacts_projects | Projects | Project | customer_crm_contact_id | |
| companies_projects | Projects | Project | customer_id | |
| contacts_tasks | Tasks | Tasks | model_id | module = crm, model = contact |
| companies_tasks | Tasks | Tasks | model_id | module = crm, model = company |
| account_tasks | Tasks | Tasks | model_id | module = crm, model = account |
| companies_linked_tasks | Tasks | Tasks | crm_account_id | |
| tasks | Tasks | Tasks | crm_account_id | |
| invoices | Finance | Invoice | customer_id | |
| payments_in | Finance | Transaction | crm_account_id | status = 10, type = 10 |
| payments_out | Finance | Transaction | crm_account_id | status = 10, type = 20 |
| payin | Finance | Money | crm_company_id | |
| estimates | Finance | Estimate | customer_id | |
| plan_money | Finance | Estimated Cash Flow | crm_company_id | |
| plan_incomes | Finance | Estimated Cash Flow | crm_company_id | type = 30 |
| plan_expenses | Finance | Estimated Cash Flow | crm_company_id | type = 40 |
| transactions | Finance | Transaction | crm_account_id | |
| multiemails | CRM | account_id | ||
| multiphones | CRM | Clients phone numbers | account_id | |
| lead_accounts | CRM | Link opportunity to CRM accounts | account_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| type | integer (Required)Account type:
|
| 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. |
| 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 |
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
- 200
{- "response": {
- "id": 0,
- "type": 0,
- "name": "string",
- "honorific_title_id": 0,
- "first_name": "string",
- "middle_name": "string",
- "last_name": "string",
- "description": "string",
- "active": true,
- "created_date": "string",
- "updated_date": "string",
- "merged_to": 0,
- "owner_id": 0,
- "industry_id": 0,
- "account_category_id": 0,
- "birth_date": "string",
- "name_legal": "string",
- "name_legal_full": "string",
- "phone": "string",
- "phone2": "string",
- "phone3": "string",
- "email": "string",
- "email_personal": "string",
- "web": "string",
- "telegram": "string",
- "social_network_link_1": "string",
- "social_network_link_2": "string",
- "social_network_link_3": "string",
- "social_network_link_4": "string",
- "social_network_link_5": "string",
- "social_network_link_6": "string",
- "VAT": "string",
- "VAT1": "string",
- "VAT2": "string",
- "bank_details": "string",
- "shipping_country": "string",
- "shipping_state": "string",
- "shipping_city": "string",
- "shipping_zip": "string",
- "shipping_address_line_1": "string",
- "shipping_address_line_2": "string",
- "shipping_address_line_3": "string",
- "billing_country": "string",
- "billing_state": "string",
- "billing_city": "string",
- "billing_zip": "string",
- "billing_address_line_1": "string",
- "billing_address_line_2": "string",
- "billing_address_line_3": "string",
- "address": "string",
- "address_legal": "string",
- "ref": "string",
- "ref_id": 0,
- "guid_1c": "string",
- "timezone": "string",
- "organization_employee_count": 0,
- "organization_revenue": 0,
- "organization_expenses": 0,
- "organization_registration_date": "string",
- "last_activity_id": 0,
- "last_activity_time": "string",
- "last_activity_model": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| type | integer (Required)Account type:
|
| 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. |
| 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 |
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
- 200
{- "response": {
- "id": 0,
- "type": 0,
- "name": "string",
- "honorific_title_id": 0,
- "first_name": "string",
- "middle_name": "string",
- "last_name": "string",
- "description": "string",
- "active": true,
- "created_date": "string",
- "updated_date": "string",
- "merged_to": 0,
- "owner_id": 0,
- "industry_id": 0,
- "account_category_id": 0,
- "birth_date": "string",
- "name_legal": "string",
- "name_legal_full": "string",
- "phone": "string",
- "phone2": "string",
- "phone3": "string",
- "email": "string",
- "email_personal": "string",
- "web": "string",
- "telegram": "string",
- "social_network_link_1": "string",
- "social_network_link_2": "string",
- "social_network_link_3": "string",
- "social_network_link_4": "string",
- "social_network_link_5": "string",
- "social_network_link_6": "string",
- "VAT": "string",
- "VAT1": "string",
- "VAT2": "string",
- "bank_details": "string",
- "shipping_country": "string",
- "shipping_state": "string",
- "shipping_city": "string",
- "shipping_zip": "string",
- "shipping_address_line_1": "string",
- "shipping_address_line_2": "string",
- "shipping_address_line_3": "string",
- "billing_country": "string",
- "billing_state": "string",
- "billing_city": "string",
- "billing_zip": "string",
- "billing_address_line_1": "string",
- "billing_address_line_2": "string",
- "billing_address_line_3": "string",
- "address": "string",
- "address_legal": "string",
- "ref": "string",
- "ref_id": 0,
- "guid_1c": "string",
- "timezone": "string",
- "organization_employee_count": 0,
- "organization_revenue": 0,
- "organization_expenses": 0,
- "organization_registration_date": "string",
- "last_activity_id": 0,
- "last_activity_time": "string",
- "last_activity_model": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "type": 0,
- "name": "string",
- "honorific_title_id": 0,
- "first_name": "string",
- "middle_name": "string",
- "last_name": "string",
- "description": "string",
- "active": true,
- "created_date": "string",
- "updated_date": "string",
- "merged_to": 0,
- "owner_id": 0,
- "industry_id": 0,
- "account_category_id": 0,
- "birth_date": "string",
- "name_legal": "string",
- "name_legal_full": "string",
- "phone": "string",
- "phone2": "string",
- "phone3": "string",
- "email": "string",
- "email_personal": "string",
- "web": "string",
- "telegram": "string",
- "social_network_link_1": "string",
- "social_network_link_2": "string",
- "social_network_link_3": "string",
- "social_network_link_4": "string",
- "social_network_link_5": "string",
- "social_network_link_6": "string",
- "VAT": "string",
- "VAT1": "string",
- "VAT2": "string",
- "bank_details": "string",
- "shipping_country": "string",
- "shipping_state": "string",
- "shipping_city": "string",
- "shipping_zip": "string",
- "shipping_address_line_1": "string",
- "shipping_address_line_2": "string",
- "shipping_address_line_3": "string",
- "billing_country": "string",
- "billing_state": "string",
- "billing_city": "string",
- "billing_zip": "string",
- "billing_address_line_1": "string",
- "billing_address_line_2": "string",
- "billing_address_line_3": "string",
- "address": "string",
- "address_legal": "string",
- "ref": "string",
- "ref_id": 0,
- "guid_1c": "string",
- "timezone": "string",
- "organization_employee_count": 0,
- "organization_revenue": 0,
- "organization_expenses": 0,
- "organization_registration_date": "string",
- "last_activity_id": 0,
- "last_activity_time": "string",
- "last_activity_model": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "type": 0,
- "name": "string",
- "honorific_title_id": 0,
- "first_name": "string",
- "middle_name": "string",
- "last_name": "string",
- "description": "string",
- "active": true,
- "created_date": "string",
- "updated_date": "string",
- "merged_to": 0,
- "owner_id": 0,
- "industry_id": 0,
- "account_category_id": 0,
- "birth_date": "string",
- "name_legal": "string",
- "name_legal_full": "string",
- "phone": "string",
- "phone2": "string",
- "phone3": "string",
- "email": "string",
- "email_personal": "string",
- "web": "string",
- "telegram": "string",
- "social_network_link_1": "string",
- "social_network_link_2": "string",
- "social_network_link_3": "string",
- "social_network_link_4": "string",
- "social_network_link_5": "string",
- "social_network_link_6": "string",
- "VAT": "string",
- "VAT1": "string",
- "VAT2": "string",
- "bank_details": "string",
- "shipping_country": "string",
- "shipping_state": "string",
- "shipping_city": "string",
- "shipping_zip": "string",
- "shipping_address_line_1": "string",
- "shipping_address_line_2": "string",
- "shipping_address_line_3": "string",
- "billing_country": "string",
- "billing_state": "string",
- "billing_city": "string",
- "billing_zip": "string",
- "billing_address_line_1": "string",
- "billing_address_line_2": "string",
- "billing_address_line_3": "string",
- "address": "string",
- "address_legal": "string",
- "ref": "string",
- "ref_id": 0,
- "guid_1c": "string",
- "timezone": "string",
- "organization_employee_count": 0,
- "organization_revenue": 0,
- "organization_expenses": 0,
- "organization_registration_date": "string",
- "last_activity_id": 0,
- "last_activity_time": "string",
- "last_activity_model": "string"
}
]
}
}Relation
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| account_parent | CRM | Accounts | parent_acc_id |
| account_child | CRM | Accounts | child_acc_id |
Create
Create
Authorizations:
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 |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "parent_acc_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "child_acc_id": 0,
- "relation_name": "string",
- "type": 0
}
}Update
Update
Authorizations:
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 |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "parent_acc_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "child_acc_id": 0,
- "relation_name": "string",
- "type": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "parent_acc_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "child_acc_id": 0,
- "relation_name": "string",
- "type": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "parent_acc_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "child_acc_id": 0,
- "relation_name": "string",
- "type": 0
}
]
}
}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 key | Foreigh keys |
|---|---|---|---|---|
| leads | CRM | Opportunities | closing_status_id | active = 2 |
Create
Create
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}Update
Update
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}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 |
|---|---|---|---|
| leads | CRM | Opportunities | source_id |
Create
Create
Authorizations:
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. |
| description | string Description |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true,
- "description": "string"
}
}Update
Update
Authorizations:
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. |
| description | string Description |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true,
- "description": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true,
- "description": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true,
- "description": "string"
}
]
}
}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 |
|---|---|---|---|
| pipeline | CRM | Pipelines | pipeline_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| leads | CRM | Opportunities | pipeline_stage_id |
Create
Create
Authorizations:
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. |
| color | string Color HEX code |
| pipeline_id | integer Pipeline id |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ordering": 0,
- "active": true,
- "color": "string",
- "pipeline_id": 0
}
}Update
Update
Authorizations:
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. |
| color | string Color HEX code |
| pipeline_id | integer Pipeline id |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ordering": 0,
- "active": true,
- "color": "string",
- "pipeline_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ordering": 0,
- "active": true,
- "color": "string",
- "pipeline_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ordering": 0,
- "active": true,
- "color": "string",
- "pipeline_id": 0
}
]
}
}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 |
|---|---|---|---|
| leads | CRM | Opportunities | pipeline_id |
| stages | CRM | Opportunity stages | pipeline_id |
| deals | CRM | Opportunities | pipeline_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "type_access": null,
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "description": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "type_access": null,
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "description": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "type_access": null,
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "description": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "type_access": null,
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "description": "string"
}
]
}
}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_to | CRM | Opportunities | merged_to_id |
| status | CRM | Loss reasons | closing_status_id |
| stage | CRM | Opportunity stages | pipeline_stage_id |
| source | CRM | Opportunities sources | source_id |
| pipeline | CRM | Pipelines | pipeline_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| tasks | Tasks | Tasks | model_id | module = crm, model = leads |
| invoices | Finance | Invoice | model_id | module = crm, model = leads |
| estimates | Finance | Estimate | model_id | module = crm, model = leads |
| items | CRM | Products & Services | lead_id | |
| lead_accounts | CRM | Link opportunity to CRM accounts | lead_id |
Create
Create
Authorizations:
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 |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "budget": 0,
- "merged_to_id": 0,
- "source_id": 0,
- "assignee_id": 0,
- "start_date": "string",
- "deadline": "string",
- "pipeline_id": 0,
- "pipeline_stage_id": 0,
- "active": true,
- "closing_date": "string",
- "closing_comment": "string",
- "closing_status_id": 0,
- "contact_name": "string",
- "contact_phone": "string",
- "contact_mobile": "string",
- "contact_email": "string",
- "contact_web": "string",
- "contact_position": "string",
- "contact_company": "string",
- "ref": "string",
- "ref_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_date": "string",
- "last_activity_id": 0,
- "last_activity_time": "string",
- "last_activity_model": "string",
- "ordering": 0,
- "auto_calc": null,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "pricelist_id": 0
}
}Update
Update
Authorizations:
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 |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "budget": 0,
- "merged_to_id": 0,
- "source_id": 0,
- "assignee_id": 0,
- "start_date": "string",
- "deadline": "string",
- "pipeline_id": 0,
- "pipeline_stage_id": 0,
- "active": true,
- "closing_date": "string",
- "closing_comment": "string",
- "closing_status_id": 0,
- "contact_name": "string",
- "contact_phone": "string",
- "contact_mobile": "string",
- "contact_email": "string",
- "contact_web": "string",
- "contact_position": "string",
- "contact_company": "string",
- "ref": "string",
- "ref_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_date": "string",
- "last_activity_id": 0,
- "last_activity_time": "string",
- "last_activity_model": "string",
- "ordering": 0,
- "auto_calc": null,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "pricelist_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "budget": 0,
- "merged_to_id": 0,
- "source_id": 0,
- "assignee_id": 0,
- "start_date": "string",
- "deadline": "string",
- "pipeline_id": 0,
- "pipeline_stage_id": 0,
- "active": true,
- "closing_date": "string",
- "closing_comment": "string",
- "closing_status_id": 0,
- "contact_name": "string",
- "contact_phone": "string",
- "contact_mobile": "string",
- "contact_email": "string",
- "contact_web": "string",
- "contact_position": "string",
- "contact_company": "string",
- "ref": "string",
- "ref_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_date": "string",
- "last_activity_id": 0,
- "last_activity_time": "string",
- "last_activity_model": "string",
- "ordering": 0,
- "auto_calc": null,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "pricelist_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "budget": 0,
- "merged_to_id": 0,
- "source_id": 0,
- "assignee_id": 0,
- "start_date": "string",
- "deadline": "string",
- "pipeline_id": 0,
- "pipeline_stage_id": 0,
- "active": true,
- "closing_date": "string",
- "closing_comment": "string",
- "closing_status_id": 0,
- "contact_name": "string",
- "contact_phone": "string",
- "contact_mobile": "string",
- "contact_email": "string",
- "contact_web": "string",
- "contact_position": "string",
- "contact_company": "string",
- "ref": "string",
- "ref_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_date": "string",
- "last_activity_id": 0,
- "last_activity_time": "string",
- "last_activity_model": "string",
- "ordering": 0,
- "auto_calc": null,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "pricelist_id": 0
}
]
}
}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_accounts CRM Accounts account_category_id
Create
Create
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}Update
Update
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}The Industries allow you to classify CRM accounts by their main activity.
Model relations
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| crm_accounts | CRM | Accounts | industry_id |
Create
Create
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}Update
Update
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}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_accounts | CRM | Accounts | honorific_title_id |
Create
Create
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}Update
Update
Authorizations:
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. |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "active": true
}
}Opportunity Followers
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| lead | CRM | Opportunities | lead_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "lead_id": 0,
- "user_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "extrafields": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "lead_id": 0,
- "user_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "extrafields": "string"
}
}Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
string | |
| type | integer Address type: 10 - Work, 20 - Personal, 40 - Other. |
| comment | string Comment |
| account_id | integer Account id |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "email": "string",
- "type": 0,
- "comment": "string",
- "account_id": 0
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
string | |
| type | integer Address type: 10 - Work, 20 - Personal, 40 - Other. |
| comment | string Comment |
| account_id | integer Account id |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "email": "string",
- "type": 0,
- "comment": "string",
- "account_id": 0
}
}Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| phone | string Phone number |
| phone_masked | string Formatted phone number |
| type | integer Phone number type |
| old_phone | string Old phone number |
| comment | string Comment |
| account_id | integer Account id |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "phone": "string",
- "phone_masked": "string",
- "type": 0,
- "old_phone": "string",
- "comment": "string",
- "account_id": 0
}
}Update
Update
Authorizations:
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 |
| old_phone | string Old phone number |
| comment | string Comment |
| account_id | integer Account id |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "phone": "string",
- "phone_masked": "string",
- "type": 0,
- "old_phone": "string",
- "comment": "string",
- "account_id": 0
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "lead_id": 0,
- "ordering": 0,
- "item_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit": "string",
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": 0,
- "tax_displayed": "string",
- "total": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "lead_id": 0,
- "ordering": 0,
- "item_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit": "string",
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": 0,
- "tax_displayed": "string",
- "total": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "lead_id": 0,
- "ordering": 0,
- "item_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit": "string",
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": 0,
- "tax_displayed": "string",
- "total": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "lead_id": 0,
- "ordering": 0,
- "item_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit": "string",
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": 0,
- "tax_displayed": "string",
- "total": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| lead | CRM | Opportunities | lead_id |
| account | CRM | Accounts | account_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| lead_id | integer (Required field) The ID of the opportunity to which the CRM account will be linked (account_id) |
| account_id | integer (Required field) The ID of the CRM account that will be linked to the specified opportunity (lead_id) |
| account_type | integer (Required)Account type:
|
| created_at | string Created date |
| updated_at | string Updated date |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "lead_id": 0,
- "account_id": 0,
- "account_type": 0,
- "created_at": "string",
- "updated_at": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| lead_id | integer (Required field) The ID of the opportunity to which the CRM account will be linked (account_id) |
| account_id | integer (Required field) The ID of the CRM account that will be linked to the specified opportunity (lead_id) |
| account_type | integer (Required)Account type:
|
| created_at | string Created date |
| updated_at | string Updated date |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "lead_id": 0,
- "account_id": 0,
- "account_type": 0,
- "created_at": "string",
- "updated_at": "string"
}
}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.
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 |
|---|---|---|---|
| stage | Projects | Project stages | stage_id |
| company | CRM | Accounts | customer_id |
| contact | CRM | Accounts | customer_crm_contact_id |
| type | Projects | Project Templates | project_type_id |
| leads | CRM | Opportunities | crm_lead_id |
| workflow | Projects | Project Templates | project_type_id |
| tasks_workflow | Tasks | Task Workflows | tasks_workflow_id |
| briefcase | Projects | Project portfolio | briefcase_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| project_resources | Finance | Money | project_id | type = 21 |
| observer_relations | Projects | Project team | project_id | role = 10 |
| payin | Finance | Money | project_id | |
| transactions | Finance | Transaction | project_id | |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | project_id | |
| pays | Finance | Money | project_id | type = 11 |
| stages | Projects | Project stages | project_id | |
| invoices | Finance | Invoice | model_id | module = st, model = projects |
| estimates | Finance | Estimate | model_id | module = st, model = project |
| tasks | Tasks | Tasks | model_id | module = st, model = project |
| stages_only_tasks | Tasks | Tasks | model_id | module = st, model = project |
| project_tasks | Tasks | Tasks | model_id | module = st, model = project |
| plan_money | Finance | Estimated Cash Flow | project_id | |
| plan_incomes | Finance | Estimated Cash Flow | project_id | |
| checkitems | Projects | Stage Checklist | project_id | |
| plan_expenses | Finance | Estimated Cash Flow | project_id | |
| store_doc | Products & Services | Stock documents | project_id | |
| income_store_doc | Products & Services | Stock documents | project_id | |
| expenses_store_doc | Products & Services | Stock documents | project_id | |
| apar | Payables & Receivables | Payables & Receivables | project_id |
Create
Create
Authorizations:
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: |
| priority | integer Priority: |
| 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): |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "estimated_revenue": 0,
- "estimated_expenses": 0,
- "startdate": "string",
- "enddate": "string",
- "manager_id": 0,
- "description": "string",
- "ordering": 0,
- "stage_id": 0,
- "project_type_id": 0,
- "briefcase_id": 0,
- "is_archive": true,
- "priority": 0,
- "customer_id": 0,
- "customer_crm_contact_id": 0,
- "archive_date": "string",
- "workspace_id": 0,
- "archive_description": "string",
- "crm_lead_id": 0,
- "uuid": "string",
- "ref": "string",
- "ref_id": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "billing_type": 0,
- "default_billing_rate": 0,
- "default_employee_cost_rate": 0,
- "default_bill_time_type": "string",
- "default_time_cost_type": "string",
- "use_default_invoice_split_type": true,
- "default_only_completed_task": "string",
- "bill_taxes": true,
- "default_invoice_split_type_in_project": 0,
- "default_invoice_item_format": "string",
- "use_billing_tasks": true,
- "use_expenditure_part_tasks": true,
- "tasks_workflow_id": 0
}
}Update
Update
Authorizations:
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: |
| priority | integer Priority: |
| 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): |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "estimated_revenue": 0,
- "estimated_expenses": 0,
- "startdate": "string",
- "enddate": "string",
- "manager_id": 0,
- "description": "string",
- "ordering": 0,
- "stage_id": 0,
- "project_type_id": 0,
- "briefcase_id": 0,
- "is_archive": true,
- "priority": 0,
- "customer_id": 0,
- "customer_crm_contact_id": 0,
- "archive_date": "string",
- "workspace_id": 0,
- "archive_description": "string",
- "crm_lead_id": 0,
- "uuid": "string",
- "ref": "string",
- "ref_id": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "billing_type": 0,
- "default_billing_rate": 0,
- "default_employee_cost_rate": 0,
- "default_bill_time_type": "string",
- "default_time_cost_type": "string",
- "use_default_invoice_split_type": true,
- "default_only_completed_task": "string",
- "bill_taxes": true,
- "default_invoice_split_type_in_project": 0,
- "default_invoice_item_format": "string",
- "use_billing_tasks": true,
- "use_expenditure_part_tasks": true,
- "tasks_workflow_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "estimated_revenue": 0,
- "estimated_expenses": 0,
- "startdate": "string",
- "enddate": "string",
- "manager_id": 0,
- "description": "string",
- "ordering": 0,
- "stage_id": 0,
- "project_type_id": 0,
- "briefcase_id": 0,
- "is_archive": true,
- "priority": 0,
- "customer_id": 0,
- "customer_crm_contact_id": 0,
- "archive_date": "string",
- "workspace_id": 0,
- "archive_description": "string",
- "crm_lead_id": 0,
- "uuid": "string",
- "ref": "string",
- "ref_id": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "billing_type": 0,
- "default_billing_rate": 0,
- "default_employee_cost_rate": 0,
- "default_bill_time_type": "string",
- "default_time_cost_type": "string",
- "use_default_invoice_split_type": true,
- "default_only_completed_task": "string",
- "bill_taxes": true,
- "default_invoice_split_type_in_project": 0,
- "default_invoice_item_format": "string",
- "use_billing_tasks": true,
- "use_expenditure_part_tasks": true,
- "tasks_workflow_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "estimated_revenue": 0,
- "estimated_expenses": 0,
- "startdate": "string",
- "enddate": "string",
- "manager_id": 0,
- "description": "string",
- "ordering": 0,
- "stage_id": 0,
- "project_type_id": 0,
- "briefcase_id": 0,
- "is_archive": true,
- "priority": 0,
- "customer_id": 0,
- "customer_crm_contact_id": 0,
- "archive_date": "string",
- "workspace_id": 0,
- "archive_description": "string",
- "crm_lead_id": 0,
- "uuid": "string",
- "ref": "string",
- "ref_id": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "billing_type": 0,
- "default_billing_rate": 0,
- "default_employee_cost_rate": 0,
- "default_bill_time_type": "string",
- "default_time_cost_type": "string",
- "use_default_invoice_split_type": true,
- "default_only_completed_task": "string",
- "bill_taxes": true,
- "default_invoice_split_type_in_project": 0,
- "default_invoice_item_format": "string",
- "use_billing_tasks": true,
- "use_expenditure_part_tasks": true,
- "tasks_workflow_id": 0
}
]
}
}Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| tasks_workflow | Tasks | Task Workflows | tasks_workflow_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| stages | Projects | Project stages | project_type_id | |
| projects | Projects | Project | project_type_id | |
| task_templates | Tasks | Tasks | model_id | module = st, model = type |
Create
Create
Authorizations:
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): |
| 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. The default |
| is_active | boolean If = 0, Inactive. |
| description_project | string Description |
| tasks_workflow_id | integer Project Task Workflow ID |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "report": "string",
- "ordering": 0,
- "auto_startdate_plus_days": 0,
- "auto_enddate_plus_days": 0,
- "ref": "string",
- "ref_id": "string",
- "create_tasks_next_stage": true,
- "manual_close_checkitems": true,
- "is_active": true,
- "description_project": "string",
- "tasks_workflow_id": 0
}
}Update
Update
Authorizations:
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): |
| 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. The default |
| is_active | boolean If = 0, Inactive. |
| description_project | string Description |
| tasks_workflow_id | integer Project Task Workflow ID |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "report": "string",
- "ordering": 0,
- "auto_startdate_plus_days": 0,
- "auto_enddate_plus_days": 0,
- "ref": "string",
- "ref_id": "string",
- "create_tasks_next_stage": true,
- "manual_close_checkitems": true,
- "is_active": true,
- "description_project": "string",
- "tasks_workflow_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "report": "string",
- "ordering": 0,
- "auto_startdate_plus_days": 0,
- "auto_enddate_plus_days": 0,
- "ref": "string",
- "ref_id": "string",
- "create_tasks_next_stage": true,
- "manual_close_checkitems": true,
- "is_active": true,
- "description_project": "string",
- "tasks_workflow_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "report": "string",
- "ordering": 0,
- "auto_startdate_plus_days": 0,
- "auto_enddate_plus_days": 0,
- "ref": "string",
- "ref_id": "string",
- "create_tasks_next_stage": true,
- "manual_close_checkitems": true,
- "is_active": true,
- "description_project": "string",
- "tasks_workflow_id": 0
}
]
}
}Board Stages
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| type | Projects | Project Templates | project_type_id |
| project | Projects | Project | project_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| checkitems | Projects | Stage Checklist | stage_id | |
| template_checkitems | Projects | Stage Checklist | stage_id | project_id = null |
| projects | Projects | Project | stage_id | |
| tasks | Tasks | Tasks | project_stage_id | module = st, model = project |
| task_templates | Tasks | Tasks | project_stage_id | module = st, model = type |
| parent_tasks_projects | Tasks | Tasks | project_stage_id | module = st, model = project, parent_id = null |
| parent_tasks_templates | Tasks | Tasks | project_stage_id | module = st, model = type, parent_id = null |
| parent_tasks | Tasks | Tasks | project_stage_id | module = st, parent_id = null |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "fullname": "string",
- "project_type_id": 0,
- "ordering": 0,
- "color_class": "string",
- "description": "string",
- "project_id": 0,
- "ref": "string",
- "ref_id": "string",
- "color": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "fullname": "string",
- "project_type_id": 0,
- "ordering": 0,
- "color_class": "string",
- "description": "string",
- "project_id": 0,
- "ref": "string",
- "ref_id": "string",
- "color": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "fullname": "string",
- "project_type_id": 0,
- "ordering": 0,
- "color_class": "string",
- "description": "string",
- "project_id": 0,
- "ref": "string",
- "ref_id": "string",
- "color": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "fullname": "string",
- "project_type_id": 0,
- "ordering": 0,
- "color_class": "string",
- "description": "string",
- "project_id": 0,
- "ref": "string",
- "ref_id": "string",
- "color": "string"
}
]
}
}Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| stage | Projects | Project stages | stage_id |
| from_checkitem | Projects | Stage Checklist | from_checkitem_id |
| project | Projects | Project | project_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| copied_checkitems | Projects | Stage Checklist | from_checkitem_id | |
| tasks | Tasks | Tasks | project_checkitem_id | module = st |
| parent_tasks | Tasks | Tasks | project_checkitem_id | module = st, parent_id = null |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| active | boolean If = 0, Inactive. |
| 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): |
| 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
- 200
{- "response": {
- "id": 0,
- "active": true,
- "name": "string",
- "ordering": 0,
- "stage_id": 0,
- "description": "string",
- "report": "string",
- "project_id": 0,
- "checked": true,
- "from_checkitem_id": 0,
- "enddate": "string",
- "responsible_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| active | boolean If = 0, Inactive. |
| 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): |
| 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
- 200
{- "response": {
- "id": 0,
- "active": true,
- "name": "string",
- "ordering": 0,
- "stage_id": 0,
- "description": "string",
- "report": "string",
- "project_id": 0,
- "checked": true,
- "from_checkitem_id": 0,
- "enddate": "string",
- "responsible_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "active": true,
- "name": "string",
- "ordering": 0,
- "stage_id": 0,
- "description": "string",
- "report": "string",
- "project_id": 0,
- "checked": true,
- "from_checkitem_id": 0,
- "enddate": "string",
- "responsible_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "active": true,
- "name": "string",
- "ordering": 0,
- "stage_id": 0,
- "description": "string",
- "report": "string",
- "project_id": 0,
- "checked": true,
- "from_checkitem_id": 0,
- "enddate": "string",
- "responsible_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
]
}
}Project followers
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| project | Projects | Project | project_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "user_id": 0,
- "role": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "user_id": 0,
- "role": 0
}
}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 |
|---|---|---|---|
| project | Projects | Project | project_id |
| org | Finance | Organization | org_id |
| org_account | Finance | Bank account | org_account_id |
| company | CRM | Accounts | crm_company_id |
| project_stage | Projects | Project stages | project_stage_id |
| invoice | Finance | Invoice | invoice_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| transactions | Finance | Transaction | project_money_stage_id | |
| transactions_in | Finance | Transaction | project_money_stage_id | type = 10 |
| transactions_out | Finance | Transaction | project_money_stage_id | type = 20 |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "total": 0,
- "status_paid": 0,
- "paid_date": "string",
- "plan_paid_date": "string",
- "org_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "description": "string",
- "project_stage_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "org_account_id": 0,
- "currency_id": 0,
- "ordering": 0,
- "crm_company_id": 0,
- "invoice_id": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "total": 0,
- "status_paid": 0,
- "paid_date": "string",
- "plan_paid_date": "string",
- "org_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "description": "string",
- "project_stage_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "org_account_id": 0,
- "currency_id": 0,
- "ordering": 0,
- "crm_company_id": 0,
- "invoice_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "total": 0,
- "status_paid": 0,
- "paid_date": "string",
- "plan_paid_date": "string",
- "org_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "description": "string",
- "project_stage_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "org_account_id": 0,
- "currency_id": 0,
- "ordering": 0,
- "crm_company_id": 0,
- "invoice_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "total": 0,
- "status_paid": 0,
- "paid_date": "string",
- "plan_paid_date": "string",
- "org_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "description": "string",
- "project_stage_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "org_account_id": 0,
- "currency_id": 0,
- "ordering": 0,
- "crm_company_id": 0,
- "invoice_id": 0
}
]
}
}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 |
|---|---|---|---|
| project | Projects | Project | project_id |
| org | Finance | Organization | org_id |
| org_account | Finance | Bank account | org_account_id |
| company | CRM | Accounts | crm_company_id |
| project_stage | Projects | Project stages | project_stage_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| transactions | Finance | Transaction | project_expense_id | |
| transactions_in | Finance | Transaction | project_expense_id | type = 10 |
| transactions_out | Finance | Transaction | project_expense_id | type = 20 |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "total": 0,
- "status_paid": 0,
- "org_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "description": "string",
- "project_stage_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "org_account_id": 0,
- "currency_id": 0,
- "ordering": 0,
- "crm_company_id": 0,
- "date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "total": 0,
- "status_paid": 0,
- "org_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "description": "string",
- "project_stage_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "org_account_id": 0,
- "currency_id": 0,
- "ordering": 0,
- "crm_company_id": 0,
- "date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "total": 0,
- "status_paid": 0,
- "org_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "description": "string",
- "project_stage_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "org_account_id": 0,
- "currency_id": 0,
- "ordering": 0,
- "crm_company_id": 0,
- "date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "total": 0,
- "status_paid": 0,
- "org_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "description": "string",
- "project_stage_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "org_account_id": 0,
- "currency_id": 0,
- "ordering": 0,
- "crm_company_id": 0,
- "date": "string"
}
]
}
}Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| description | string Description |
| active | boolean If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "active": true,
- "status": 0,
- "archive_date": "string",
- "archive_description": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "active": true,
- "status": 0,
- "archive_date": "string",
- "archive_description": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "active": true,
- "status": 0,
- "archive_date": "string",
- "archive_description": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "active": true,
- "status": 0,
- "archive_date": "string",
- "archive_description": "string",
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
]
}
}CONFIG.M.ST.BASELINE.DESC
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| project | Projects | Project | project_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| items | Projects | CONFIG.M.ST.BASELINE_ITEM.TITLE | baseline_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "project_id": 0,
- "name": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "baseline_id": 0,
- "task_id": "string",
- "type": "string",
- "start_date": "string",
- "end_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "baseline_id": 0,
- "task_id": "string",
- "type": "string",
- "start_date": "string",
- "end_date": "string"
}
}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.
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| payin | Finance | Money | org_id |
| invoices | Finance | Invoice | org_id |
| accounts | Finance | Bank account | org_id |
| estimates | Finance | Estimate | org_id |
| transactions | Finance | Transaction | org_id |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | org_id |
| estimate_templates | Finance | Estimate template | org_id |
| plan_money | Finance | Estimated Cash Flow | org_id |
| apars | Payables & Receivables | Payables & Receivables | org_id |
| loans | Borrowed Loans | Borrowed Loans | org_id |
| assets | Fixed Assets | Fixed Asset | org_id |
| recurring_invoice | Finance | Recurring invoice | org_id |
Create
Create
Authorizations:
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 |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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. |
| 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: |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "address1_address": "string",
- "address1_city": "string",
- "address1_state": "string",
- "address1_zip": "string",
- "address1_country_id": 0,
- "address2_address": "string",
- "address2_city": "string",
- "address2_state": "string",
- "address2_zip": "string",
- "address2_country_id": 0,
- "company_web": "string",
- "company_email": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_mobile": "string",
- "company_fax": "string",
- "vat": "string",
- "vat2": "string",
- "registration_number": "string",
- "registration_number_date": "string",
- "tax1": 0,
- "tax1_included": true,
- "tax2": 0,
- "tax2_included": true,
- "use_manual_taxes": 0,
- "tax_country_id": 0,
- "tax_country_included": 0,
- "invoice_enabled": true,
- "invoice_logo": 0,
- "invoice_print_sign": 0,
- "invoice_color": "string",
- "invoice_prefix": "string",
- "act_prefix": "string",
- "reconciliation_act_prefix": "string",
- "advance_invoice_prefix": "string",
- "estimate_prefix": "string",
- "estimate_start_number": 0,
- "invoice_due": 0,
- "invoice_start_number": 0,
- "act_start_number": 0,
- "reconciliation_act_start_number": 0,
- "advance_invoice_start_number": 0,
- "invoice_show_taxes": true,
- "invoice_footer": "string",
- "invoice_terms": "string",
- "active": 0,
- "ordering": 0,
- "comment": "string",
- "default_organization": 0,
- "ref": "string",
- "ref_id": "string"
}
}Update
Update
Authorizations:
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 |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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. |
| 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: |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "address1_address": "string",
- "address1_city": "string",
- "address1_state": "string",
- "address1_zip": "string",
- "address1_country_id": 0,
- "address2_address": "string",
- "address2_city": "string",
- "address2_state": "string",
- "address2_zip": "string",
- "address2_country_id": 0,
- "company_web": "string",
- "company_email": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_mobile": "string",
- "company_fax": "string",
- "vat": "string",
- "vat2": "string",
- "registration_number": "string",
- "registration_number_date": "string",
- "tax1": 0,
- "tax1_included": true,
- "tax2": 0,
- "tax2_included": true,
- "use_manual_taxes": 0,
- "tax_country_id": 0,
- "tax_country_included": 0,
- "invoice_enabled": true,
- "invoice_logo": 0,
- "invoice_print_sign": 0,
- "invoice_color": "string",
- "invoice_prefix": "string",
- "act_prefix": "string",
- "reconciliation_act_prefix": "string",
- "advance_invoice_prefix": "string",
- "estimate_prefix": "string",
- "estimate_start_number": 0,
- "invoice_due": 0,
- "invoice_start_number": 0,
- "act_start_number": 0,
- "reconciliation_act_start_number": 0,
- "advance_invoice_start_number": 0,
- "invoice_show_taxes": true,
- "invoice_footer": "string",
- "invoice_terms": "string",
- "active": 0,
- "ordering": 0,
- "comment": "string",
- "default_organization": 0,
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "address1_address": "string",
- "address1_city": "string",
- "address1_state": "string",
- "address1_zip": "string",
- "address1_country_id": 0,
- "address2_address": "string",
- "address2_city": "string",
- "address2_state": "string",
- "address2_zip": "string",
- "address2_country_id": 0,
- "company_web": "string",
- "company_email": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_mobile": "string",
- "company_fax": "string",
- "vat": "string",
- "vat2": "string",
- "registration_number": "string",
- "registration_number_date": "string",
- "tax1": 0,
- "tax1_included": true,
- "tax2": 0,
- "tax2_included": true,
- "use_manual_taxes": 0,
- "tax_country_id": 0,
- "tax_country_included": 0,
- "invoice_enabled": true,
- "invoice_logo": 0,
- "invoice_print_sign": 0,
- "invoice_color": "string",
- "invoice_prefix": "string",
- "act_prefix": "string",
- "reconciliation_act_prefix": "string",
- "advance_invoice_prefix": "string",
- "estimate_prefix": "string",
- "estimate_start_number": 0,
- "invoice_due": 0,
- "invoice_start_number": 0,
- "act_start_number": 0,
- "reconciliation_act_start_number": 0,
- "advance_invoice_start_number": 0,
- "invoice_show_taxes": true,
- "invoice_footer": "string",
- "invoice_terms": "string",
- "active": 0,
- "ordering": 0,
- "comment": "string",
- "default_organization": 0,
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "address1_address": "string",
- "address1_city": "string",
- "address1_state": "string",
- "address1_zip": "string",
- "address1_country_id": 0,
- "address2_address": "string",
- "address2_city": "string",
- "address2_state": "string",
- "address2_zip": "string",
- "address2_country_id": 0,
- "company_web": "string",
- "company_email": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_mobile": "string",
- "company_fax": "string",
- "vat": "string",
- "vat2": "string",
- "registration_number": "string",
- "registration_number_date": "string",
- "tax1": 0,
- "tax1_included": true,
- "tax2": 0,
- "tax2_included": true,
- "use_manual_taxes": 0,
- "tax_country_id": 0,
- "tax_country_included": 0,
- "invoice_enabled": true,
- "invoice_logo": 0,
- "invoice_print_sign": 0,
- "invoice_color": "string",
- "invoice_prefix": "string",
- "act_prefix": "string",
- "reconciliation_act_prefix": "string",
- "advance_invoice_prefix": "string",
- "estimate_prefix": "string",
- "estimate_start_number": 0,
- "invoice_due": 0,
- "invoice_start_number": 0,
- "act_start_number": 0,
- "reconciliation_act_start_number": 0,
- "advance_invoice_start_number": 0,
- "invoice_show_taxes": true,
- "invoice_footer": "string",
- "invoice_terms": "string",
- "active": 0,
- "ordering": 0,
- "comment": "string",
- "default_organization": 0,
- "ref": "string",
- "ref_id": "string"
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| org | Finance | Organization | org_id | |
| org_account | Finance | Bank account | org_account_id | |
| client | CRM | Accounts | customer_id | |
| pricelist | Products & Services | Price list | pricelist_id | |
| estimate | Finance | Estimate | estimate_id | |
| project | Projects | Project | model_id | module = st, model = project |
| template | Finance | Invoice | template_id | |
| recurring_invoice | Finance | Recurring invoice | recurring_invoice_id | |
| plan_money | Finance | Estimated Cash Flow | plan_money_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| contacts | Finance | Invoice contacts | invoice_id | |
| items | Finance | Invoice items | invoice_id | |
| transactions_in | Finance | Transaction | invoice_id | type = 10 |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | invoice_id | |
| task_invoicing_logs | Tasks | Payment logs for fixed cost tasks | invoice_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| active | boolean If = 0, Inactive. |
| 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: |
| 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. |
| 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 |
| tax2_included | boolean TAX2: |
| is_discount_percent | boolean Is discount percent (Default - 1): 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: |
| 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
- 200
{- "response": {
- "id": 0,
- "active": true,
- "invoice_number": 0,
- "invoice_number_print": "string",
- "assignee_id": 0,
- "category_id": 0,
- "customer_name": "string",
- "note": "string",
- "customer_legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "invoice_date": "string",
- "due_date": "string",
- "status_id": 0,
- "template_id": 0,
- "currency_id": 0,
- "use_multiple_pm": true,
- "ps_currency_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "doc_id": 0,
- "currency_code": "string",
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "bcy_paid_total": null,
- "pscy_paid_total": null,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "discount": 0,
- "discount_before_tax": true,
- "is_invoice_emailed": true,
- "invoice_emailed_date": "string",
- "is_reminder_sent": true,
- "reminders_sent_date": "string",
- "payment_options": "string",
- "invoice_footer_text": "string",
- "invoice_terms_text": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "client_shipping_address": "string",
- "client_shipping_city": "string",
- "client_shipping_state": "string",
- "client_shipping_zip": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "ref": "string",
- "ref_id": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "is_discount_percent": true,
- "customer_id": 0,
- "uuid": "string",
- "type": 0,
- "is_template": true,
- "template_name": "string",
- "pricelist_id": 0,
- "bank_id": 0,
- "bank": "string",
- "paymethod_id": 0,
- "estimate_id": 0,
- "exported_1c": true,
- "reference": "string",
- "paid_date": "string",
- "recurring_invoice_id": 0
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| active | boolean If = 0, Inactive. |
| 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: |
| 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. |
| 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 |
| tax2_included | boolean TAX2: |
| is_discount_percent | boolean Is discount percent (Default - 1): 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: |
| 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
- 200
{- "response": {
- "id": 0,
- "active": true,
- "invoice_number": 0,
- "invoice_number_print": "string",
- "assignee_id": 0,
- "category_id": 0,
- "customer_name": "string",
- "note": "string",
- "customer_legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "invoice_date": "string",
- "due_date": "string",
- "status_id": 0,
- "template_id": 0,
- "currency_id": 0,
- "use_multiple_pm": true,
- "ps_currency_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "doc_id": 0,
- "currency_code": "string",
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "bcy_paid_total": null,
- "pscy_paid_total": null,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "discount": 0,
- "discount_before_tax": true,
- "is_invoice_emailed": true,
- "invoice_emailed_date": "string",
- "is_reminder_sent": true,
- "reminders_sent_date": "string",
- "payment_options": "string",
- "invoice_footer_text": "string",
- "invoice_terms_text": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "client_shipping_address": "string",
- "client_shipping_city": "string",
- "client_shipping_state": "string",
- "client_shipping_zip": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "ref": "string",
- "ref_id": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "is_discount_percent": true,
- "customer_id": 0,
- "uuid": "string",
- "type": 0,
- "is_template": true,
- "template_name": "string",
- "pricelist_id": 0,
- "bank_id": 0,
- "bank": "string",
- "paymethod_id": 0,
- "estimate_id": 0,
- "exported_1c": true,
- "reference": "string",
- "paid_date": "string",
- "recurring_invoice_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "active": true,
- "invoice_number": 0,
- "invoice_number_print": "string",
- "assignee_id": 0,
- "category_id": 0,
- "customer_name": "string",
- "note": "string",
- "customer_legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "invoice_date": "string",
- "due_date": "string",
- "status_id": 0,
- "template_id": 0,
- "currency_id": 0,
- "use_multiple_pm": true,
- "ps_currency_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "doc_id": 0,
- "currency_code": "string",
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "bcy_paid_total": null,
- "pscy_paid_total": null,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "discount": 0,
- "discount_before_tax": true,
- "is_invoice_emailed": true,
- "invoice_emailed_date": "string",
- "is_reminder_sent": true,
- "reminders_sent_date": "string",
- "payment_options": "string",
- "invoice_footer_text": "string",
- "invoice_terms_text": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "client_shipping_address": "string",
- "client_shipping_city": "string",
- "client_shipping_state": "string",
- "client_shipping_zip": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "ref": "string",
- "ref_id": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "is_discount_percent": true,
- "customer_id": 0,
- "uuid": "string",
- "type": 0,
- "is_template": true,
- "template_name": "string",
- "pricelist_id": 0,
- "bank_id": 0,
- "bank": "string",
- "paymethod_id": 0,
- "estimate_id": 0,
- "exported_1c": true,
- "reference": "string",
- "paid_date": "string",
- "recurring_invoice_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "active": true,
- "invoice_number": 0,
- "invoice_number_print": "string",
- "assignee_id": 0,
- "category_id": 0,
- "customer_name": "string",
- "note": "string",
- "customer_legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "invoice_date": "string",
- "due_date": "string",
- "status_id": 0,
- "template_id": 0,
- "currency_id": 0,
- "use_multiple_pm": true,
- "ps_currency_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "doc_id": 0,
- "currency_code": "string",
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "bcy_paid_total": null,
- "pscy_paid_total": null,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "discount": 0,
- "discount_before_tax": true,
- "is_invoice_emailed": true,
- "invoice_emailed_date": "string",
- "is_reminder_sent": true,
- "reminders_sent_date": "string",
- "payment_options": "string",
- "invoice_footer_text": "string",
- "invoice_terms_text": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "client_shipping_address": "string",
- "client_shipping_city": "string",
- "client_shipping_state": "string",
- "client_shipping_zip": "string",
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "ref": "string",
- "ref_id": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "is_discount_percent": true,
- "customer_id": 0,
- "uuid": "string",
- "type": 0,
- "is_template": true,
- "template_name": "string",
- "pricelist_id": 0,
- "bank_id": 0,
- "bank": "string",
- "paymethod_id": 0,
- "estimate_id": 0,
- "exported_1c": true,
- "reference": "string",
- "paid_date": "string",
- "recurring_invoice_id": 0
}
]
}
}
Model relations
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| transactions | Finance | Transaction | business_line_id |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | business_line_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | integer If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": 0,
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | integer If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": 0,
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| invoice | Finance | Invoice | invoice_id |
| product_item | Products & Services | Items | item_id |
| plan_money | Finance | Estimated Cash Flow | plan_money_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| relations | Finance | Linking the invoice items | invoice_item_id |
Create
Create
Authorizations:
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 |
| tax1_amount | number Tax amount |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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): 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 |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "ordering": 0,
- "item_id": 0,
- "plan_money_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "paid_date": "string",
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "type": 0
}
}Update
Update
Authorizations:
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 |
| tax1_amount | number Tax amount |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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): 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 |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "ordering": 0,
- "item_id": 0,
- "plan_money_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "paid_date": "string",
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "type": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "ordering": 0,
- "item_id": 0,
- "plan_money_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "paid_date": "string",
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "type": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "invoice_id": 0,
- "ordering": 0,
- "item_id": 0,
- "plan_money_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "paid_date": "string",
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "type": 0
}
]
}
}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 |
|---|---|---|---|
| company | CRM | Accounts | crm_company_id |
| org | Finance | Organization | org_id |
| org_account | Finance | Bank account | bank_account_id |
| accounts | Finance | Bank account | bank_account_id |
| project | Projects | Project | project_id |
| project_stage | Projects | Project stages | project_stage_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| transactions | Finance | Transaction | reference_id | |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | reference_id | |
| transactions_in | Finance | Transaction | reference_id | type = 10 |
| transactions_out | Finance | Transaction | reference_id | type = 20 |
Create
Create
Authorizations:
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 |
| status_pls | integer P&L accounting flag
|
| 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: |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "created_by": 0,
- "total": 0,
- "charge": 0,
- "date": "string",
- "reference": "string",
- "owner_id": 0,
- "status": 0,
- "status_pls": 0,
- "org_id": 0,
- "bank_account_id": 0,
- "currency_id": 0,
- "description": "string",
- "crm_company_id": 0,
- "type": 0,
- "startdate": "string",
- "enddate": "string",
- "complete_date": "string",
- "is_complete": true,
- "is_manual": true,
- "is_owed": true,
- "project_id": 0,
- "updated_by": 0,
- "project_stage_id": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": "string",
- "ref_uuid": "string",
- "uuid": "string",
- "ordering": 0,
- "need_approve": true
}
}Update
Update
Authorizations:
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 |
| status_pls | integer P&L accounting flag
|
| 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: |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "created_by": 0,
- "total": 0,
- "charge": 0,
- "date": "string",
- "reference": "string",
- "owner_id": 0,
- "status": 0,
- "status_pls": 0,
- "org_id": 0,
- "bank_account_id": 0,
- "currency_id": 0,
- "description": "string",
- "crm_company_id": 0,
- "type": 0,
- "startdate": "string",
- "enddate": "string",
- "complete_date": "string",
- "is_complete": true,
- "is_manual": true,
- "is_owed": true,
- "project_id": 0,
- "updated_by": 0,
- "project_stage_id": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": "string",
- "ref_uuid": "string",
- "uuid": "string",
- "ordering": 0,
- "need_approve": true
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "created_by": 0,
- "total": 0,
- "charge": 0,
- "date": "string",
- "reference": "string",
- "owner_id": 0,
- "status": 0,
- "status_pls": 0,
- "org_id": 0,
- "bank_account_id": 0,
- "currency_id": 0,
- "description": "string",
- "crm_company_id": 0,
- "type": 0,
- "startdate": "string",
- "enddate": "string",
- "complete_date": "string",
- "is_complete": true,
- "is_manual": true,
- "is_owed": true,
- "project_id": 0,
- "updated_by": 0,
- "project_stage_id": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": "string",
- "ref_uuid": "string",
- "uuid": "string",
- "ordering": 0,
- "need_approve": true
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "created_date": "string",
- "created_by": 0,
- "total": 0,
- "charge": 0,
- "date": "string",
- "reference": "string",
- "owner_id": 0,
- "status": 0,
- "status_pls": 0,
- "org_id": 0,
- "bank_account_id": 0,
- "currency_id": 0,
- "description": "string",
- "crm_company_id": 0,
- "type": 0,
- "startdate": "string",
- "enddate": "string",
- "complete_date": "string",
- "is_complete": true,
- "is_manual": true,
- "is_owed": true,
- "project_id": 0,
- "updated_by": 0,
- "project_stage_id": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": "string",
- "ref_uuid": "string",
- "uuid": "string",
- "ordering": 0,
- "need_approve": true
}
]
}
}These are the contacts to whom the invoice was sent by email (recipients).
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| invoice | Finance | Invoice | invoice_id |
| contact | CRM | Accounts | contact_id |
| CRM | email_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "contact_id": "string",
- "email_id": 0,
- "invoice_emailed": true,
- "invoice_emailed_date": "string",
- "reminders_sent": true,
- "reminders_sent_date": "string",
- "is_primary": true
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "contact_id": "string",
- "email_id": 0,
- "invoice_emailed": true,
- "invoice_emailed_date": "string",
- "reminders_sent": true,
- "reminders_sent_date": "string",
- "is_primary": true
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "contact_id": "string",
- "email_id": 0,
- "invoice_emailed": true,
- "invoice_emailed_date": "string",
- "reminders_sent": true,
- "reminders_sent_date": "string",
- "is_primary": true
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "invoice_id": 0,
- "contact_id": "string",
- "email_id": 0,
- "invoice_emailed": true,
- "invoice_emailed_date": "string",
- "reminders_sent": true,
- "reminders_sent_date": "string",
- "is_primary": true
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| account_group | Finance | Account groups | account_group_id |
| org | Finance | Organization | org_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| reference_out | Finance | Money | bank_account_id | type = 20 |
| reference_in | Finance | Money | bank_account_id | type = 10 |
| reference_project_out | Finance | Money | bank_account_id | type = 21 |
| reference_project_in | Finance | Money | bank_account_id | type = 11 |
| transactions | Finance | Transaction | org_account_id | |
| plan_money | Finance | Estimated Cash Flow | org_account_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| org_id | integer Organization id |
| type | integer Account type:
|
| 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. |
| 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
- 200
{- "response": {
- "id": 0,
- "org_id": 0,
- "type": 0,
- "name": "string",
- "currency_id": 0,
- "fixed_balance": 0,
- "fixed_balance_date": "string",
- "pls_fixed_balance": 0,
- "pls_fixed_balance_date": "string",
- "pls_bcy_balance": null,
- "excluded_balance": true,
- "bcy_balance": null,
- "currency_exchange_rate": null,
- "active": 0,
- "is_displayed_closed": true,
- "ordering": 0,
- "ordering_by_group": 0,
- "ref": "string",
- "ref_id": "string",
- "closed_at": "string",
- "manager_id": 0,
- "account_group_id": 0
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| org_id | integer Organization id |
| type | integer Account type:
|
| 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. |
| 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
- 200
{- "response": {
- "id": 0,
- "org_id": 0,
- "type": 0,
- "name": "string",
- "currency_id": 0,
- "fixed_balance": 0,
- "fixed_balance_date": "string",
- "pls_fixed_balance": 0,
- "pls_fixed_balance_date": "string",
- "pls_bcy_balance": null,
- "excluded_balance": true,
- "bcy_balance": null,
- "currency_exchange_rate": null,
- "active": 0,
- "is_displayed_closed": true,
- "ordering": 0,
- "ordering_by_group": 0,
- "ref": "string",
- "ref_id": "string",
- "closed_at": "string",
- "manager_id": 0,
- "account_group_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "org_id": 0,
- "type": 0,
- "name": "string",
- "currency_id": 0,
- "fixed_balance": 0,
- "fixed_balance_date": "string",
- "pls_fixed_balance": 0,
- "pls_fixed_balance_date": "string",
- "pls_bcy_balance": null,
- "excluded_balance": true,
- "bcy_balance": null,
- "currency_exchange_rate": null,
- "active": 0,
- "is_displayed_closed": true,
- "ordering": 0,
- "ordering_by_group": 0,
- "ref": "string",
- "ref_id": "string",
- "closed_at": "string",
- "manager_id": 0,
- "account_group_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "org_id": 0,
- "type": 0,
- "name": "string",
- "currency_id": 0,
- "fixed_balance": 0,
- "fixed_balance_date": "string",
- "pls_fixed_balance": 0,
- "pls_fixed_balance_date": "string",
- "pls_bcy_balance": null,
- "excluded_balance": true,
- "bcy_balance": null,
- "currency_exchange_rate": null,
- "active": 0,
- "is_displayed_closed": true,
- "ordering": 0,
- "ordering_by_group": 0,
- "ref": "string",
- "ref_id": "string",
- "closed_at": "string",
- "manager_id": 0,
- "account_group_id": 0
}
]
}
}
Model relations
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org_accounts | Finance | Bank account | account_group_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | integer If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": 0,
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | integer If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": 0,
- "ordering": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| org | Finance | Organization | org_id | |
| client | CRM | Accounts | customer_id | |
| pricelist | Products & Services | Price list | pricelist_id | |
| project | Projects | Project | model_id | module = st, model = project |
| printed_form | Finance | Estimate template | template_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| contacts | Finance | Estimate contacts | estimate_id |
| items | Finance | Estimate items | estimate_id |
| invoices | Finance | Invoice | estimate_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| active | boolean If = 0, Inactive. |
| 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): Default - 1 |
| discount_before_tax | boolean Discount before tax |
| tax1 | number Tax 1 (%) |
| tax2 | number Tax 2 (%) |
| tax1_included | boolean |
| tax2_included | boolean TAX2: |
| 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
- 200
{- "response": {
- "id": 0,
- "active": true,
- "estimate_number": 0,
- "estimate_number_print": "string",
- "reference_number": "string",
- "assignee_id": 0,
- "customer_id": 0,
- "customer_name": "string",
- "customer_legal_name": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "invoice_date": "string",
- "expire_date": "string",
- "status_id": 0,
- "template_id": 0,
- "currency_id": 0,
- "currency_code": "string",
- "exchange_rate": null,
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "discount": 0,
- "is_discount_percent": true,
- "discount_before_tax": true,
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "estimate_emailed_date": "string",
- "estimate_footer_text": "string",
- "estimate_terms_text": "string",
- "org_id": 0,
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "client_shipping_address": "string",
- "client_shipping_city": "string",
- "client_shipping_state": "string",
- "client_shipping_zip": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0,
- "pricelist_id": 0,
- "uuid": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| active | boolean If = 0, Inactive. |
| 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): Default - 1 |
| discount_before_tax | boolean Discount before tax |
| tax1 | number Tax 1 (%) |
| tax2 | number Tax 2 (%) |
| tax1_included | boolean |
| tax2_included | boolean TAX2: |
| 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
- 200
{- "response": {
- "id": 0,
- "active": true,
- "estimate_number": 0,
- "estimate_number_print": "string",
- "reference_number": "string",
- "assignee_id": 0,
- "customer_id": 0,
- "customer_name": "string",
- "customer_legal_name": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "invoice_date": "string",
- "expire_date": "string",
- "status_id": 0,
- "template_id": 0,
- "currency_id": 0,
- "currency_code": "string",
- "exchange_rate": null,
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "discount": 0,
- "is_discount_percent": true,
- "discount_before_tax": true,
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "estimate_emailed_date": "string",
- "estimate_footer_text": "string",
- "estimate_terms_text": "string",
- "org_id": 0,
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "client_shipping_address": "string",
- "client_shipping_city": "string",
- "client_shipping_state": "string",
- "client_shipping_zip": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0,
- "pricelist_id": 0,
- "uuid": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "active": true,
- "estimate_number": 0,
- "estimate_number_print": "string",
- "reference_number": "string",
- "assignee_id": 0,
- "customer_id": 0,
- "customer_name": "string",
- "customer_legal_name": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "invoice_date": "string",
- "expire_date": "string",
- "status_id": 0,
- "template_id": 0,
- "currency_id": 0,
- "currency_code": "string",
- "exchange_rate": null,
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "discount": 0,
- "is_discount_percent": true,
- "discount_before_tax": true,
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "estimate_emailed_date": "string",
- "estimate_footer_text": "string",
- "estimate_terms_text": "string",
- "org_id": 0,
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "client_shipping_address": "string",
- "client_shipping_city": "string",
- "client_shipping_state": "string",
- "client_shipping_zip": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0,
- "pricelist_id": 0,
- "uuid": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "active": true,
- "estimate_number": 0,
- "estimate_number_print": "string",
- "reference_number": "string",
- "assignee_id": 0,
- "customer_id": 0,
- "customer_name": "string",
- "customer_legal_name": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "invoice_date": "string",
- "expire_date": "string",
- "status_id": 0,
- "template_id": 0,
- "currency_id": 0,
- "currency_code": "string",
- "exchange_rate": null,
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "discount": 0,
- "is_discount_percent": true,
- "discount_before_tax": true,
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "estimate_emailed_date": "string",
- "estimate_footer_text": "string",
- "estimate_terms_text": "string",
- "org_id": 0,
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "client_shipping_address": "string",
- "client_shipping_city": "string",
- "client_shipping_state": "string",
- "client_shipping_zip": "string",
- "created_by": 0,
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0,
- "pricelist_id": 0,
- "uuid": "string"
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| estimate | Finance | Estimate | estimate_id |
| product_item | Products & Services | Items | item_id |
Create
Create
Authorizations:
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 |
| tax1_amount | number Tax amount |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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): 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 |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "estimate_id": 0,
- "ordering": 0,
- "item_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0
}
}Update
Update
Authorizations:
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 |
| tax1_amount | number Tax amount |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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): 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 |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "estimate_id": 0,
- "ordering": 0,
- "item_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "estimate_id": 0,
- "ordering": 0,
- "item_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "estimate_id": 0,
- "ordering": 0,
- "item_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "ref": "string",
- "ref_id": "string",
- "type": 0
}
]
}
}Create
Create
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "name": "string",
- "org_id": 0,
- "code": "string",
- "doctemplater_id": 0,
- "description": "string",
- "active": 0,
- "ordering": 0,
- "params": "string",
- "uuid": "string"
}
}Update
Update
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "name": "string",
- "org_id": 0,
- "code": "string",
- "doctemplater_id": 0,
- "description": "string",
- "active": 0,
- "ordering": 0,
- "params": "string",
- "uuid": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "name": "string",
- "org_id": 0,
- "code": "string",
- "doctemplater_id": 0,
- "description": "string",
- "active": 0,
- "ordering": 0,
- "params": "string",
- "uuid": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "name": "string",
- "org_id": 0,
- "code": "string",
- "doctemplater_id": 0,
- "description": "string",
- "active": 0,
- "ordering": 0,
- "params": "string",
- "uuid": "string"
}
]
}
}Estimate contacts
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| estimate | Finance | Invoice | estimate_id |
| contact | CRM | Accounts | contact_id |
| CRM | email_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "estimate_id": 0,
- "contact_id": "string",
- "email_id": 0,
- "estimate_emailed": true,
- "estimate_emailed_date": "string",
- "is_primary": true
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "estimate_id": 0,
- "contact_id": "string",
- "email_id": 0,
- "estimate_emailed": true,
- "estimate_emailed_date": "string",
- "is_primary": true
}
}Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org | Finance | Organization | org_id |
| invoice | Finance | Invoice | invoice_id |
| project | Projects | Project | project_id |
| crm_account | CRM | Accounts | crm_account_id |
| org_account | Finance | Bank account | org_account_id |
| business_line | Finance | Business line | business_line_id |
| reference_doc | Finance | Money | reference_id |
| plan_money | Finance | Estimated Cash Flow | plan_money_id |
| store_doc | Products & Services | Stock documents | store_doc_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| transactions_pls | Finance | Transactions for the Profit and Loss statement | fin_transaction_id |
Create
Create
Authorizations:
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: |
| status | integer Transaction status (Default- 0): |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "date": "string",
- "reference": "string",
- "income": 0,
- "outcome": 0,
- "bcy_income": null,
- "bcy_outcome": null,
- "default_bcy_income": null,
- "default_bcy_outcome": null,
- "charge": 0,
- "bcy_charge": null,
- "currency_id": 0,
- "currency_exchange_rate": null,
- "default_currency_exchange_rate": null,
- "reference_id": 0,
- "type": 0,
- "status": 0,
- "project_id": 0,
- "invoice_id": 0,
- "doc_id": 0,
- "invoice_currency_id": 0,
- "icy_total": null,
- "store_doc_id": 0,
- "store_doc_currency_id": 0,
- "store_doc_total": null,
- "org_id": 0,
- "org_account_id": 0,
- "crm_account_id": 0,
- "manager_id": 0,
- "category_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "project_money_stage_id": 0,
- "project_expense_id": 0,
- "project_currency_id": 0,
- "project_currency_total": null,
- "is_generated": true,
- "is_charge": true,
- "is_storno": true,
- "ordering": 0,
- "accounting_type": null,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": 0,
- "ref_uuid": "string",
- "uuid": "string",
- "business_line_id": 0
}
}Update
Update
Authorizations:
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: |
| status | integer Transaction status (Default- 0): |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "date": "string",
- "reference": "string",
- "income": 0,
- "outcome": 0,
- "bcy_income": null,
- "bcy_outcome": null,
- "default_bcy_income": null,
- "default_bcy_outcome": null,
- "charge": 0,
- "bcy_charge": null,
- "currency_id": 0,
- "currency_exchange_rate": null,
- "default_currency_exchange_rate": null,
- "reference_id": 0,
- "type": 0,
- "status": 0,
- "project_id": 0,
- "invoice_id": 0,
- "doc_id": 0,
- "invoice_currency_id": 0,
- "icy_total": null,
- "store_doc_id": 0,
- "store_doc_currency_id": 0,
- "store_doc_total": null,
- "org_id": 0,
- "org_account_id": 0,
- "crm_account_id": 0,
- "manager_id": 0,
- "category_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "project_money_stage_id": 0,
- "project_expense_id": 0,
- "project_currency_id": 0,
- "project_currency_total": null,
- "is_generated": true,
- "is_charge": true,
- "is_storno": true,
- "ordering": 0,
- "accounting_type": null,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": 0,
- "ref_uuid": "string",
- "uuid": "string",
- "business_line_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "date": "string",
- "reference": "string",
- "income": 0,
- "outcome": 0,
- "bcy_income": null,
- "bcy_outcome": null,
- "default_bcy_income": null,
- "default_bcy_outcome": null,
- "charge": 0,
- "bcy_charge": null,
- "currency_id": 0,
- "currency_exchange_rate": null,
- "default_currency_exchange_rate": null,
- "reference_id": 0,
- "type": 0,
- "status": 0,
- "project_id": 0,
- "invoice_id": 0,
- "doc_id": 0,
- "invoice_currency_id": 0,
- "icy_total": null,
- "store_doc_id": 0,
- "store_doc_currency_id": 0,
- "store_doc_total": null,
- "org_id": 0,
- "org_account_id": 0,
- "crm_account_id": 0,
- "manager_id": 0,
- "category_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "project_money_stage_id": 0,
- "project_expense_id": 0,
- "project_currency_id": 0,
- "project_currency_total": null,
- "is_generated": true,
- "is_charge": true,
- "is_storno": true,
- "ordering": 0,
- "accounting_type": null,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": 0,
- "ref_uuid": "string",
- "uuid": "string",
- "business_line_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "date": "string",
- "reference": "string",
- "income": 0,
- "outcome": 0,
- "bcy_income": null,
- "bcy_outcome": null,
- "default_bcy_income": null,
- "default_bcy_outcome": null,
- "charge": 0,
- "bcy_charge": null,
- "currency_id": 0,
- "currency_exchange_rate": null,
- "default_currency_exchange_rate": null,
- "reference_id": 0,
- "type": 0,
- "status": 0,
- "project_id": 0,
- "invoice_id": 0,
- "doc_id": 0,
- "invoice_currency_id": 0,
- "icy_total": null,
- "store_doc_id": 0,
- "store_doc_currency_id": 0,
- "store_doc_total": null,
- "org_id": 0,
- "org_account_id": 0,
- "crm_account_id": 0,
- "manager_id": 0,
- "category_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "project_money_stage_id": 0,
- "project_expense_id": 0,
- "project_currency_id": 0,
- "project_currency_total": null,
- "is_generated": true,
- "is_charge": true,
- "is_storno": true,
- "ordering": 0,
- "accounting_type": null,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": 0,
- "ref_uuid": "string",
- "uuid": "string",
- "business_line_id": 0
}
]
}
}Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| transaction | Finance | Transaction | fin_transaction_id |
| org | Finance | Organization | org_id |
| invoice | Finance | Invoice | invoice_id |
| project | Projects | Project | project_id |
| crm_account | CRM | Accounts | crm_account_id |
| org_account | Finance | Bank account | org_account_id |
| business_line | Finance | Business line | business_line_id |
| reference_doc | Finance | Money | reference_id |
| plan_money | Finance | Estimated Cash Flow | plan_money_id |
Create
Create
Authorizations:
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: |
| status | integer Transaction status (Default- 0): |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "fin_transaction_id": 0,
- "date": "string",
- "reference": "string",
- "income": 0,
- "outcome": 0,
- "bcy_income": null,
- "bcy_outcome": null,
- "default_bcy_income": null,
- "default_bcy_outcome": null,
- "currency_id": 0,
- "currency_exchange_rate": null,
- "default_currency_exchange_rate": null,
- "reference_id": 0,
- "type": 0,
- "status": 0,
- "project_id": 0,
- "invoice_id": 0,
- "doc_id": 0,
- "act_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "crm_account_id": 0,
- "manager_id": 0,
- "category_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "store_doc_id": 0,
- "store_doc_currency_id": 0,
- "store_doc_total": null,
- "project_money_stage_id": 0,
- "project_expense_id": 0,
- "is_generated": true,
- "is_charge": true,
- "is_storno": true,
- "ordering": 0,
- "accounting_type": null,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": 0,
- "ref_uuid": "string",
- "uuid": "string",
- "business_line_id": 0
}
}Update
Update
Authorizations:
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: |
| status | integer Transaction status (Default- 0): |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "fin_transaction_id": 0,
- "date": "string",
- "reference": "string",
- "income": 0,
- "outcome": 0,
- "bcy_income": null,
- "bcy_outcome": null,
- "default_bcy_income": null,
- "default_bcy_outcome": null,
- "currency_id": 0,
- "currency_exchange_rate": null,
- "default_currency_exchange_rate": null,
- "reference_id": 0,
- "type": 0,
- "status": 0,
- "project_id": 0,
- "invoice_id": 0,
- "doc_id": 0,
- "act_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "crm_account_id": 0,
- "manager_id": 0,
- "category_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "store_doc_id": 0,
- "store_doc_currency_id": 0,
- "store_doc_total": null,
- "project_money_stage_id": 0,
- "project_expense_id": 0,
- "is_generated": true,
- "is_charge": true,
- "is_storno": true,
- "ordering": 0,
- "accounting_type": null,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": 0,
- "ref_uuid": "string",
- "uuid": "string",
- "business_line_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "fin_transaction_id": 0,
- "date": "string",
- "reference": "string",
- "income": 0,
- "outcome": 0,
- "bcy_income": null,
- "bcy_outcome": null,
- "default_bcy_income": null,
- "default_bcy_outcome": null,
- "currency_id": 0,
- "currency_exchange_rate": null,
- "default_currency_exchange_rate": null,
- "reference_id": 0,
- "type": 0,
- "status": 0,
- "project_id": 0,
- "invoice_id": 0,
- "doc_id": 0,
- "act_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "crm_account_id": 0,
- "manager_id": 0,
- "category_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "store_doc_id": 0,
- "store_doc_currency_id": 0,
- "store_doc_total": null,
- "project_money_stage_id": 0,
- "project_expense_id": 0,
- "is_generated": true,
- "is_charge": true,
- "is_storno": true,
- "ordering": 0,
- "accounting_type": null,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": 0,
- "ref_uuid": "string",
- "uuid": "string",
- "business_line_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "fin_transaction_id": 0,
- "date": "string",
- "reference": "string",
- "income": 0,
- "outcome": 0,
- "bcy_income": null,
- "bcy_outcome": null,
- "default_bcy_income": null,
- "default_bcy_outcome": null,
- "currency_id": 0,
- "currency_exchange_rate": null,
- "default_currency_exchange_rate": null,
- "reference_id": 0,
- "type": 0,
- "status": 0,
- "project_id": 0,
- "invoice_id": 0,
- "doc_id": 0,
- "act_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "crm_account_id": 0,
- "manager_id": 0,
- "category_id": 0,
- "plan_money_id": 0,
- "pm_currency_id": 0,
- "plan_money_total": null,
- "store_doc_id": 0,
- "store_doc_currency_id": 0,
- "store_doc_total": null,
- "project_money_stage_id": 0,
- "project_expense_id": 0,
- "is_generated": true,
- "is_charge": true,
- "is_storno": true,
- "ordering": 0,
- "accounting_type": null,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "ref": "string",
- "ref_id": 0,
- "ref_uuid": "string",
- "uuid": "string",
- "business_line_id": 0
}
]
}
}Recurring invoices
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org | Finance | Organization | org_id |
| org_account | Finance | Bank account | org_account_id |
| client | CRM | Accounts | customer_id |
| pricelist | Products & Services | Price list | pricelist_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| items | Finance | Recurring Invoice settings | invoice_id |
| invoices | Finance | Invoice | recurring_invoice_id |
Create
Create
Authorizations:
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. |
| 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 |
| tax2_included | boolean TAX2: |
| discount | number Discount |
| discount_before_tax | boolean Discount before tax |
| is_discount_percent | boolean Is discount percent (Default - 1): 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "repeat_type": 0,
- "repeat_settings": "string",
- "start_date": "string",
- "end_date": "string",
- "next_run_date": "string",
- "never_expire": 0,
- "due_receipt": "string",
- "create_type": 0,
- "active": true,
- "assignee_id": 0,
- "customer_name": "string",
- "customer_legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "currency_id": 0,
- "use_multiple_pm": true,
- "currency_code": "string",
- "exchange_rate": null,
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "payment_options": "string",
- "invoice_footer_text": "string",
- "invoice_terms_text": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "org_id": 0,
- "doc_id": 0,
- "org_account_id": 0,
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "discount": 0,
- "discount_before_tax": true,
- "is_discount_percent": true,
- "customer_id": 0,
- "uuid": "string",
- "pricelist_id": 0,
- "paymethod_id": 0,
- "reference": "string"
}
}Update
Update
Authorizations:
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. |
| 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 |
| tax2_included | boolean TAX2: |
| discount | number Discount |
| discount_before_tax | boolean Discount before tax |
| is_discount_percent | boolean Is discount percent (Default - 1): 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "repeat_type": 0,
- "repeat_settings": "string",
- "start_date": "string",
- "end_date": "string",
- "next_run_date": "string",
- "never_expire": 0,
- "due_receipt": "string",
- "create_type": 0,
- "active": true,
- "assignee_id": 0,
- "customer_name": "string",
- "customer_legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "currency_id": 0,
- "use_multiple_pm": true,
- "currency_code": "string",
- "exchange_rate": null,
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "payment_options": "string",
- "invoice_footer_text": "string",
- "invoice_terms_text": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "org_id": 0,
- "doc_id": 0,
- "org_account_id": 0,
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "discount": 0,
- "discount_before_tax": true,
- "is_discount_percent": true,
- "customer_id": 0,
- "uuid": "string",
- "pricelist_id": 0,
- "paymethod_id": 0,
- "reference": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "repeat_type": 0,
- "repeat_settings": "string",
- "start_date": "string",
- "end_date": "string",
- "next_run_date": "string",
- "never_expire": 0,
- "due_receipt": "string",
- "create_type": 0,
- "active": true,
- "assignee_id": 0,
- "customer_name": "string",
- "customer_legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "currency_id": 0,
- "use_multiple_pm": true,
- "currency_code": "string",
- "exchange_rate": null,
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "payment_options": "string",
- "invoice_footer_text": "string",
- "invoice_terms_text": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "org_id": 0,
- "doc_id": 0,
- "org_account_id": 0,
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "discount": 0,
- "discount_before_tax": true,
- "is_discount_percent": true,
- "customer_id": 0,
- "uuid": "string",
- "pricelist_id": 0,
- "paymethod_id": 0,
- "reference": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "repeat_type": 0,
- "repeat_settings": "string",
- "start_date": "string",
- "end_date": "string",
- "next_run_date": "string",
- "never_expire": 0,
- "due_receipt": "string",
- "create_type": 0,
- "active": true,
- "assignee_id": 0,
- "customer_name": "string",
- "customer_legal_name": "string",
- "contact_person": "string",
- "contact_person_position": "string",
- "show_add_sign_string": true,
- "contact_person2": "string",
- "contact_person2_position": "string",
- "currency_id": 0,
- "use_multiple_pm": true,
- "currency_code": "string",
- "exchange_rate": null,
- "sub_total": 0,
- "tax_total": 0,
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "payment_options": "string",
- "invoice_footer_text": "string",
- "invoice_terms_text": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string",
- "module": "string",
- "model": "string",
- "model_id": 0,
- "group_id": 0,
- "org_id": 0,
- "doc_id": 0,
- "org_account_id": 0,
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "tax1": 0,
- "tax2": 0,
- "tax1_included": true,
- "tax2_included": true,
- "discount": 0,
- "discount_before_tax": true,
- "is_discount_percent": true,
- "customer_id": 0,
- "uuid": "string",
- "pricelist_id": 0,
- "paymethod_id": 0,
- "reference": "string"
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "description": "string",
- "type": "string",
- "crm_acc_id": 0,
- "org_id": 0,
- "amount": 0,
- "currency_id": 0,
- "doc_id": 0,
- "amount_bcy": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "description": "string",
- "type": "string",
- "crm_acc_id": 0,
- "org_id": 0,
- "amount": 0,
- "currency_id": 0,
- "doc_id": 0,
- "amount_bcy": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "description": "string",
- "type": "string",
- "crm_acc_id": 0,
- "org_id": 0,
- "amount": 0,
- "currency_id": 0,
- "doc_id": 0,
- "amount_bcy": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "date": "string",
- "description": "string",
- "type": "string",
- "crm_acc_id": 0,
- "org_id": 0,
- "amount": 0,
- "currency_id": 0,
- "doc_id": 0,
- "amount_bcy": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| invoice | Finance | Recurring invoice | invoice_id |
| product_item | Products & Services | Items | item_id |
| plan_money | Finance | Estimated Cash Flow | plan_money_id |
Create
Create
Authorizations:
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 |
| tax1_amount | number Tax 1 (%) |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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): 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 |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "ordering": 0,
- "item_id": 0,
- "plan_money_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "paid_date": "string",
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "type": 0
}
}Update
Update
Authorizations:
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 |
| tax1_amount | number Tax 1 (%) |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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): 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 |
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "ordering": 0,
- "item_id": 0,
- "plan_money_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "paid_date": "string",
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "type": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "invoice_id": 0,
- "ordering": 0,
- "item_id": 0,
- "plan_money_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "paid_date": "string",
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "type": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "invoice_id": 0,
- "ordering": 0,
- "item_id": 0,
- "plan_money_id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "unit_id": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": 0,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "total": 0,
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "paid_date": "string",
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "type": 0
}
]
}
}Planned money
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org | Finance | Organization | org_id |
| org_account | Finance | Bank account | org_account_id |
| project | Projects | Project | project_id |
| project_stage | Projects | Project stages | project_stage_id |
| company | CRM | Accounts | crm_company_id |
| loan | Borrowed Loans | Borrowed Loans | loan_id |
| business_line | Finance | Business line | business_line_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| transactions | Finance | Transaction | plan_money_id | |
| transactions_in | Finance | Transaction | plan_money_id | type = 10 |
| transactions_out | Finance | Transaction | plan_money_id | type = 20 |
| invoices | Finance | Invoice | plan_money_id | |
| invoice_items | Finance | Invoice items | plan_money_id | |
| children | Finance | Estimated Cash Flow | parent_id | |
| paymentlogs | Finance | Payment history by estimated cash flow | plan_money_id | |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | plan_money_id | |
| store_docs | Products & Services | Stock documents | plan_money_id |
Create
Create
Authorizations:
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: |
| paid_date | string Payment creation date |
| plan_paid_date | string Estimated payment date |
| pls_date | string Accrual Date |
| type | integer
|
| is_complete | boolean Flag indicating whether the planned payment is completed:
|
| is_task_default | boolean |
| complete_date | string |
| is_repeat | boolean Recurring payment flag
|
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "total": 0,
- "paid_total": 0,
- "vat_total": 0,
- "vat_total_bcy": null,
- "net_total": 0,
- "net_total_bcy": null,
- "vat": 0,
- "bcy_paid_total": null,
- "startdate": "string",
- "enddate": "string",
- "last_child_date": "string",
- "status_paid": 0,
- "paid_date": "string",
- "plan_paid_date": "string",
- "pls_date": "string",
- "type": 0,
- "is_complete": true,
- "is_task_default": true,
- "complete_date": "string",
- "is_repeat": true,
- "description": "string",
- "ordering": 0,
- "parent_id": 0,
- "last_child_id": 0,
- "crm_company_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "currency_id": 0,
- "invoice_id": 0,
- "tax_id": 0,
- "project_id": 0,
- "project_stage_id": 0,
- "budget_id": 0,
- "business_line_id": 0,
- "loan_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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: |
| paid_date | string Payment creation date |
| plan_paid_date | string Estimated payment date |
| pls_date | string Accrual Date |
| type | integer
|
| is_complete | boolean Flag indicating whether the planned payment is completed:
|
| is_task_default | boolean |
| complete_date | string |
| is_repeat | boolean Recurring payment flag
|
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "total": 0,
- "paid_total": 0,
- "vat_total": 0,
- "vat_total_bcy": null,
- "net_total": 0,
- "net_total_bcy": null,
- "vat": 0,
- "bcy_paid_total": null,
- "startdate": "string",
- "enddate": "string",
- "last_child_date": "string",
- "status_paid": 0,
- "paid_date": "string",
- "plan_paid_date": "string",
- "pls_date": "string",
- "type": 0,
- "is_complete": true,
- "is_task_default": true,
- "complete_date": "string",
- "is_repeat": true,
- "description": "string",
- "ordering": 0,
- "parent_id": 0,
- "last_child_id": 0,
- "crm_company_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "currency_id": 0,
- "invoice_id": 0,
- "tax_id": 0,
- "project_id": 0,
- "project_stage_id": 0,
- "budget_id": 0,
- "business_line_id": 0,
- "loan_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "total": 0,
- "paid_total": 0,
- "vat_total": 0,
- "vat_total_bcy": null,
- "net_total": 0,
- "net_total_bcy": null,
- "vat": 0,
- "bcy_paid_total": null,
- "startdate": "string",
- "enddate": "string",
- "last_child_date": "string",
- "status_paid": 0,
- "paid_date": "string",
- "plan_paid_date": "string",
- "pls_date": "string",
- "type": 0,
- "is_complete": true,
- "is_task_default": true,
- "complete_date": "string",
- "is_repeat": true,
- "description": "string",
- "ordering": 0,
- "parent_id": 0,
- "last_child_id": 0,
- "crm_company_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "currency_id": 0,
- "invoice_id": 0,
- "tax_id": 0,
- "project_id": 0,
- "project_stage_id": 0,
- "budget_id": 0,
- "business_line_id": 0,
- "loan_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "total": 0,
- "paid_total": 0,
- "vat_total": 0,
- "vat_total_bcy": null,
- "net_total": 0,
- "net_total_bcy": null,
- "vat": 0,
- "bcy_paid_total": null,
- "startdate": "string",
- "enddate": "string",
- "last_child_date": "string",
- "status_paid": 0,
- "paid_date": "string",
- "plan_paid_date": "string",
- "pls_date": "string",
- "type": 0,
- "is_complete": true,
- "is_task_default": true,
- "complete_date": "string",
- "is_repeat": true,
- "description": "string",
- "ordering": 0,
- "parent_id": 0,
- "last_child_id": 0,
- "crm_company_id": 0,
- "category_id": 0,
- "manager_id": 0,
- "org_id": 0,
- "org_account_id": 0,
- "currency_id": 0,
- "invoice_id": 0,
- "tax_id": 0,
- "project_id": 0,
- "project_stage_id": 0,
- "budget_id": 0,
- "business_line_id": 0,
- "loan_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
]
}
}A table that stores account position relationships with task and time records
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| invoice | Finance | Invoice | invoice_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "invoice_item_id": 0,
- "invoice_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "amount": 0,
- "created_date": "string",
- "updated_date": "string",
- "created_by": 0,
- "updated_by": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "invoice_item_id": 0,
- "invoice_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "amount": 0,
- "created_date": "string",
- "updated_date": "string",
- "created_by": 0,
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "invoice_item_id": 0,
- "invoice_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "amount": 0,
- "created_date": "string",
- "updated_date": "string",
- "created_by": 0,
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "invoice_item_id": 0,
- "invoice_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "amount": 0,
- "created_date": "string",
- "updated_date": "string",
- "created_by": 0,
- "updated_by": 0
}
]
}
}Payment history by estimated cash flow
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| plan_money | Finance | Estimated Cash Flow | plan_money_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "total": 0,
- "bcy_total": null,
- "plan_money_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "item_id": 0,
- "currency_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "total": 0,
- "bcy_total": null,
- "plan_money_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "item_id": 0,
- "currency_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "total": 0,
- "bcy_total": null,
- "plan_money_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "item_id": 0,
- "currency_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "date": "string",
- "total": 0,
- "bcy_total": null,
- "plan_money_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "item_id": 0,
- "currency_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
]
}
}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.
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| parent_sheet | Time Tracker | Time sheet | parent_sheet_id | |
| invoice | Finance | Invoice | invoice_id | |
| task | Tasks | Tasks | model_id | module = task, model = task |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| timelogs | Time Tracker | TIme Log | timesheet_id |
| child_sheets | Time Tracker | Time sheet | parent_sheet_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "parent_sheet_id": 0,
- "description": "string",
- "is_billable": true,
- "is_billable_employee": true,
- "aggregated_time_estimate": 0,
- "time_estimate": 0,
- "time_spent": 0,
- "rate": 0,
- "billing_rate": 0,
- "employee_cost_rate": 0,
- "amount_timespent": 0,
- "bill_amount_timespent": 0,
- "amount_timeestimate": 0,
- "bill_amount_timeestimate": 0,
- "bill_cost_timeestimate": 0,
- "bill_cost_timespent": 0,
- "currency_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "bill_time": 0,
- "unbill_time": 0,
- "bill_time_type": "string",
- "cost_time_type": "string",
- "billing_status": 0,
- "invoice_id": 0,
- "bill_time_estimate": 0,
- "unbill_time_estimate": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "parent_sheet_id": 0,
- "description": "string",
- "is_billable": true,
- "is_billable_employee": true,
- "aggregated_time_estimate": 0,
- "time_estimate": 0,
- "time_spent": 0,
- "rate": 0,
- "billing_rate": 0,
- "employee_cost_rate": 0,
- "amount_timespent": 0,
- "bill_amount_timespent": 0,
- "amount_timeestimate": 0,
- "bill_amount_timeestimate": 0,
- "bill_cost_timeestimate": 0,
- "bill_cost_timespent": 0,
- "currency_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "bill_time": 0,
- "unbill_time": 0,
- "bill_time_type": "string",
- "cost_time_type": "string",
- "billing_status": 0,
- "invoice_id": 0,
- "bill_time_estimate": 0,
- "unbill_time_estimate": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "parent_sheet_id": 0,
- "description": "string",
- "is_billable": true,
- "is_billable_employee": true,
- "aggregated_time_estimate": 0,
- "time_estimate": 0,
- "time_spent": 0,
- "rate": 0,
- "billing_rate": 0,
- "employee_cost_rate": 0,
- "amount_timespent": 0,
- "bill_amount_timespent": 0,
- "amount_timeestimate": 0,
- "bill_amount_timeestimate": 0,
- "bill_cost_timeestimate": 0,
- "bill_cost_timespent": 0,
- "currency_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "bill_time": 0,
- "unbill_time": 0,
- "bill_time_type": "string",
- "cost_time_type": "string",
- "billing_status": 0,
- "invoice_id": 0,
- "bill_time_estimate": 0,
- "unbill_time_estimate": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "parent_sheet_id": 0,
- "description": "string",
- "is_billable": true,
- "is_billable_employee": true,
- "aggregated_time_estimate": 0,
- "time_estimate": 0,
- "time_spent": 0,
- "rate": 0,
- "billing_rate": 0,
- "employee_cost_rate": 0,
- "amount_timespent": 0,
- "bill_amount_timespent": 0,
- "amount_timeestimate": 0,
- "bill_amount_timeestimate": 0,
- "bill_cost_timeestimate": 0,
- "bill_cost_timespent": 0,
- "currency_id": 0,
- "module": "string",
- "model": "string",
- "model_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "bill_time": 0,
- "unbill_time": 0,
- "bill_time_type": "string",
- "cost_time_type": "string",
- "billing_status": 0,
- "invoice_id": 0,
- "bill_time_estimate": 0,
- "unbill_time_estimate": 0
}
]
}
}
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| timesheet | Time Tracker | Time sheet | timesheet_id |
| invoice | Finance | Invoice | invoice_id |
Has many relation
| Alias | Module | Model | Foreign key | Foreigh keys |
|---|---|---|---|---|
| item_relations | Finance | Linking the invoice items | model_id | module = timetracker, model = timelog |
Create
Create
Authorizations:
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
|
| 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:
|
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "is_billable": true,
- "is_billable_employee": true,
- "time_spent": 0,
- "rate": 0,
- "billing_rate": 0,
- "employee_cost_rate": 0,
- "amount": 0,
- "billing_amount": 0,
- "employee_cost_amount": 0,
- "currency_id": 0,
- "timesheet_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "user_id": 0,
- "is_manual": true,
- "start_timestamp": 0,
- "stop_timestamp": 0,
- "is_approved": true,
- "invoice_id": 0,
- "status": 0
}
}Update
Update
Authorizations:
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
|
| 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:
|
Responses
Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "is_billable": true,
- "is_billable_employee": true,
- "time_spent": 0,
- "rate": 0,
- "billing_rate": 0,
- "employee_cost_rate": 0,
- "amount": 0,
- "billing_amount": 0,
- "employee_cost_amount": 0,
- "currency_id": 0,
- "timesheet_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "user_id": 0,
- "is_manual": true,
- "start_timestamp": 0,
- "stop_timestamp": 0,
- "is_approved": true,
- "invoice_id": 0,
- "status": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "is_billable": true,
- "is_billable_employee": true,
- "time_spent": 0,
- "rate": 0,
- "billing_rate": 0,
- "employee_cost_rate": 0,
- "amount": 0,
- "billing_amount": 0,
- "employee_cost_amount": 0,
- "currency_id": 0,
- "timesheet_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "user_id": 0,
- "is_manual": true,
- "start_timestamp": 0,
- "stop_timestamp": 0,
- "is_approved": true,
- "invoice_id": 0,
- "status": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "is_billable": true,
- "is_billable_employee": true,
- "time_spent": 0,
- "rate": 0,
- "billing_rate": 0,
- "employee_cost_rate": 0,
- "amount": 0,
- "billing_amount": 0,
- "employee_cost_amount": 0,
- "currency_id": 0,
- "timesheet_id": 0,
- "created_date": "string",
- "created_by": 0,
- "updated_date": "string",
- "updated_by": 0,
- "user_id": 0,
- "is_manual": true,
- "start_timestamp": 0,
- "stop_timestamp": 0,
- "is_approved": true,
- "invoice_id": 0,
- "status": 0
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "group_id": 0,
- "user_id": 0,
- "cost_rate": 0,
- "billing_rate": 0,
- "type": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "group_id": 0,
- "user_id": 0,
- "cost_rate": 0,
- "billing_rate": 0,
- "type": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "group_id": 0,
- "user_id": 0,
- "cost_rate": 0,
- "billing_rate": 0,
- "type": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "group_id": 0,
- "user_id": 0,
- "cost_rate": 0,
- "billing_rate": 0,
- "type": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
]
}
}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
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| business_line | Finance | Business line | business_line_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| estimate_items | Finance | Estimate items | item_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | boolean If = 0, Inactive. |
| 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 |
| 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: 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "type": 0,
- "code": "string",
- "article": "string",
- "section_id": 0,
- "unit_id": 0,
- "description": "string",
- "full_description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "uom_id": 0,
- "code_upc": "string",
- "code_ean": "string",
- "code_mpn": "string",
- "code_isbn": "string",
- "manufacturer_id": 0,
- "taxable": true,
- "tax": 0,
- "tax_included": true,
- "tax_desc": "string",
- "country_id": 0,
- "declaration_number": "string",
- "hide_quantity": true,
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "category_id": 0,
- "business_line_id": 0
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | boolean If = 0, Inactive. |
| 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 |
| 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: 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "type": 0,
- "code": "string",
- "article": "string",
- "section_id": 0,
- "unit_id": 0,
- "description": "string",
- "full_description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "uom_id": 0,
- "code_upc": "string",
- "code_ean": "string",
- "code_mpn": "string",
- "code_isbn": "string",
- "manufacturer_id": 0,
- "taxable": true,
- "tax": 0,
- "tax_included": true,
- "tax_desc": "string",
- "country_id": 0,
- "declaration_number": "string",
- "hide_quantity": true,
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "category_id": 0,
- "business_line_id": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "type": 0,
- "code": "string",
- "article": "string",
- "section_id": 0,
- "unit_id": 0,
- "description": "string",
- "full_description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "uom_id": 0,
- "code_upc": "string",
- "code_ean": "string",
- "code_mpn": "string",
- "code_isbn": "string",
- "manufacturer_id": 0,
- "taxable": true,
- "tax": 0,
- "tax_included": true,
- "tax_desc": "string",
- "country_id": 0,
- "declaration_number": "string",
- "hide_quantity": true,
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "category_id": 0,
- "business_line_id": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "active": true,
- "type": 0,
- "code": "string",
- "article": "string",
- "section_id": 0,
- "unit_id": 0,
- "description": "string",
- "full_description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "uom_id": 0,
- "code_upc": "string",
- "code_ean": "string",
- "code_mpn": "string",
- "code_isbn": "string",
- "manufacturer_id": 0,
- "taxable": true,
- "tax": 0,
- "tax_included": true,
- "tax_desc": "string",
- "country_id": 0,
- "declaration_number": "string",
- "hide_quantity": true,
- "ref": "string",
- "ref_id": "string",
- "online_payment_type": 0,
- "online_payment_subject_type": 0,
- "online_payment_vat": 0,
- "category_id": 0,
- "business_line_id": 0
}
]
}
}Categories
Model relations
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| items | Products & Services | Items | section_id |
Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| description | string Description |
| active | boolean If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "active": true,
- "parent_id": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "ref": "string",
- "ref_id": "string"
}
}Update
Update
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "active": true,
- "parent_id": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "active": true,
- "parent_id": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "active": true,
- "parent_id": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "ref": "string",
- "ref_id": "string"
}
]
}
}Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | boolean If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "default": true,
- "type": 0,
- "ordering": 0,
- "description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "ref": "string",
- "ref_id": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | boolean If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "default": true,
- "type": 0,
- "ordering": 0,
- "description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "default": true,
- "type": 0,
- "ordering": 0,
- "description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "active": true,
- "default": true,
- "type": 0,
- "ordering": 0,
- "description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "ref": "string",
- "ref_id": "string"
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "pricelist_id": 0,
- "currency_id": 0,
- "item_id": 0,
- "price": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "pricelist_id": 0,
- "currency_id": 0,
- "item_id": 0,
- "price": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0
}
}Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | boolean If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "currency_id": 0,
- "crm_company_id": 0,
- "ref": "string",
- "ref_id": "string"
}
}Update
Update
Authorizations:
path Parameters
| id required | integer Id |
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| active | boolean If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "currency_id": 0,
- "crm_company_id": 0,
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "active": true,
- "description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "currency_id": 0,
- "crm_company_id": 0,
- "ref": "string",
- "ref_id": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "active": true,
- "description": "string",
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0,
- "currency_id": 0,
- "crm_company_id": 0,
- "ref": "string",
- "ref_id": "string"
}
]
}
}Create
Create
Authorizations:
Request Body schema: application/x-www-form-urlencoded
| name | string Name |
| symbol | string Short name |
| active | boolean If = 0, Inactive. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "symbol": "string",
- "active": true,
- "code": "string",
- "description": "string",
- "ordering": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0
}
}Update
Update
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "symbol": "string",
- "active": true,
- "code": "string",
- "description": "string",
- "ordering": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "symbol": "string",
- "active": true,
- "code": "string",
- "description": "string",
- "ordering": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "symbol": "string",
- "active": true,
- "code": "string",
- "description": "string",
- "ordering": 0,
- "created": "string",
- "created_by": 0,
- "updated": "string",
- "updated_by": 0
}
]
}
}Create
Create
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "access_type": 0,
- "address": "string",
- "description": "string",
- "active": true,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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. |
| 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "access_type": 0,
- "address": "string",
- "description": "string",
- "active": true,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "access_type": 0,
- "address": "string",
- "description": "string",
- "active": true,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "access_type": 0,
- "address": "string",
- "description": "string",
- "active": true,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
]
}
}Stock documents
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| client | CRM | Accounts | crm_company_id |
| org | Finance | Organization | org_id |
| pricelist | Products & Services | Price list | pricelist_id |
| store | Products & Services | Warehouses | store_id |
| sender_store | Products & Services | Warehouses | sender_store_id |
| project | Projects | Project | project_id |
| lead | CRM | Opportunities | crm_lead_id |
| invoice | Finance | Invoice | invoice_id |
| plan_money | Finance | Estimated Cash Flow | plan_money_id |
Has many relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| items | Products & Services | Stock document goods | store_doc_id |
| transactions | Finance | Transaction | store_doc_id |
| transactions_pls | Finance | Transactions for the Profit and Loss statement | store_doc_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "type": 0,
- "status": 0,
- "paid_status": 0,
- "date": "string",
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "org_id": 0,
- "currency_id": 0,
- "currency_code": "string",
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "crm_company_id": 0,
- "crm_lead_id": 0,
- "invoice_id": 0,
- "manager_id": 0,
- "pricelist_id": 0,
- "project_id": 0,
- "plan_money_id": 0,
- "store_id": 0,
- "sender_store_id": 0,
- "reason": "string",
- "doc_number": 0,
- "utd_template_id": 0,
- "company_name": "string",
- "company_legal_name": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_name": "string",
- "org_legal_name": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "type": 0,
- "status": 0,
- "paid_status": 0,
- "date": "string",
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "org_id": 0,
- "currency_id": 0,
- "currency_code": "string",
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "crm_company_id": 0,
- "crm_lead_id": 0,
- "invoice_id": 0,
- "manager_id": 0,
- "pricelist_id": 0,
- "project_id": 0,
- "plan_money_id": 0,
- "store_id": 0,
- "sender_store_id": 0,
- "reason": "string",
- "doc_number": 0,
- "utd_template_id": 0,
- "company_name": "string",
- "company_legal_name": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_name": "string",
- "org_legal_name": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "type": 0,
- "status": 0,
- "paid_status": 0,
- "date": "string",
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "org_id": 0,
- "currency_id": 0,
- "currency_code": "string",
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "crm_company_id": 0,
- "crm_lead_id": 0,
- "invoice_id": 0,
- "manager_id": 0,
- "pricelist_id": 0,
- "project_id": 0,
- "plan_money_id": 0,
- "store_id": 0,
- "sender_store_id": 0,
- "reason": "string",
- "doc_number": 0,
- "utd_template_id": 0,
- "company_name": "string",
- "company_legal_name": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_name": "string",
- "org_legal_name": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "type": 0,
- "status": 0,
- "paid_status": 0,
- "date": "string",
- "total": 0,
- "shipping_charge": 0,
- "adjustment": 0,
- "adjustment_description": "string",
- "org_id": 0,
- "currency_id": 0,
- "currency_code": "string",
- "paid_total": 0,
- "bcy_paid_total": null,
- "plan_money_total": null,
- "crm_company_id": 0,
- "crm_lead_id": 0,
- "invoice_id": 0,
- "manager_id": 0,
- "pricelist_id": 0,
- "project_id": 0,
- "plan_money_id": 0,
- "store_id": 0,
- "sender_store_id": 0,
- "reason": "string",
- "doc_number": 0,
- "utd_template_id": 0,
- "company_name": "string",
- "company_legal_name": "string",
- "company_phone": "string",
- "company_phone2": "string",
- "company_vat": "string",
- "company_vat2": "string",
- "org_name": "string",
- "org_legal_name": "string",
- "org_phone": "string",
- "org_phone2": "string",
- "org_vat": "string",
- "org_vat2": "string",
- "bill_from_address": "string",
- "bill_from_city": "string",
- "bill_from_state": "string",
- "bill_from_zip": "string",
- "bill_from_country_id": 0,
- "bill_to_address": "string",
- "bill_to_city": "string",
- "bill_to_state": "string",
- "bill_to_zip": "string",
- "bill_to_country_id": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
]
}
}Stock document goods
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| store_doc | Products & Services | Stock documents | store_doc_id |
| product_item | Products & Services | Items | item_id |
Create
Create
Authorizations:
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 |
| tax1_amount | number Tax amount |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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): 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": true,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "country_id": 0,
- "declaration_number": "string",
- "total": 0,
- "store_doc_id": 0,
- "item_id": 0,
- "variation_id": 0,
- "unit_id": 0,
- "type": 0,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Update
Update
Authorizations:
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 |
| tax1_amount | number Tax amount |
| tax2 | number Tax 2 (%) |
| tax2_included | boolean TAX2: |
| 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): 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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": true,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "country_id": 0,
- "declaration_number": "string",
- "total": 0,
- "store_doc_id": 0,
- "item_id": 0,
- "variation_id": 0,
- "unit_id": 0,
- "type": 0,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": true,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "country_id": 0,
- "declaration_number": "string",
- "total": 0,
- "store_doc_id": 0,
- "item_id": 0,
- "variation_id": 0,
- "unit_id": 0,
- "type": 0,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "unit_price": 0,
- "quantity": null,
- "tax1": 0,
- "tax1_included": true,
- "tax1_amount": 0,
- "tax2": 0,
- "tax2_included": true,
- "tax2_amount": 0,
- "discount_amount": 0,
- "discount": "string",
- "discount_is_percent": true,
- "sub_total": 0,
- "tax_total": null,
- "tax_displayed": "string",
- "country_id": 0,
- "declaration_number": "string",
- "total": 0,
- "store_doc_id": 0,
- "item_id": 0,
- "variation_id": 0,
- "unit_id": 0,
- "type": 0,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_date": "string",
- "updated_date": "string"
}
]
}
}Accounts Payable to Vendors
Model relations
Belongs to relation
| Alias | Module | Model | Foreign key |
|---|---|---|---|
| org | Finance | Organization | org_id |
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "description": "string",
- "type": "string",
- "crm_acc_id": 0,
- "org_id": 0,
- "amount": 0,
- "currency_id": 0,
- "amount_bcy": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "description": "string",
- "type": "string",
- "crm_acc_id": 0,
- "org_id": 0,
- "amount": 0,
- "currency_id": 0,
- "amount_bcy": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "date": "string",
- "description": "string",
- "type": "string",
- "crm_acc_id": 0,
- "org_id": 0,
- "amount": 0,
- "currency_id": 0,
- "amount_bcy": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "date": "string",
- "description": "string",
- "type": "string",
- "crm_acc_id": 0,
- "org_id": 0,
- "amount": 0,
- "currency_id": 0,
- "amount_bcy": 0,
- "created_by": 0,
- "created_date": "string",
- "updated_by": 0,
- "updated_date": "string"
}
]
}
}POST https://{{your_company}}.flowlu.com/api/v1/module/businessprocess/task/approve/{id}
Task type: Approve or reject (type = 10)
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"
}
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
}
}
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
}
}
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"
}
Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "icon": "string",
- "is_archived": true,
- "archived_at": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string",
- "ordering": 0
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "icon": "string",
- "is_archived": true,
- "archived_at": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string",
- "ordering": 0
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "description": "string",
- "icon": "string",
- "is_archived": true,
- "archived_at": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string",
- "ordering": 0
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "description": "string",
- "icon": "string",
- "is_archived": true,
- "archived_at": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string",
- "ordering": 0
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "process_id": 0,
- "status": 0,
- "ordering": 0,
- "description": "string",
- "color": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "process_id": 0,
- "status": 0,
- "ordering": 0,
- "description": "string",
- "color": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
}Response samples
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "process_id": 0,
- "status": 0,
- "ordering": 0,
- "description": "string",
- "color": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "process_id": 0,
- "status": 0,
- "ordering": 0,
- "description": "string",
- "color": "string",
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
]
}
}Create
Create
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "stage_id": 0,
- "process_id": 0,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
}Update
Update
Authorizations:
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
- 200
{- "response": {
- "id": 0,
- "name": "string",
- "stage_id": 0,
- "process_id": 0,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
}Response samples
- 200
{- "response": {
- "total": 0,
- "page": 0,
- "count": 0,
- "items": [
- {
- "id": 0,
- "name": "string",
- "stage_id": 0,
- "process_id": 0,
- "ordering": 0,
- "created_by": 0,
- "updated_by": 0,
- "created_at": "string",
- "updated_at": "string"
}
]
}
}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.
| 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.
- 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.
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.
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*'
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*