Act! CRM Supplemental Files API

The SupplementalFiles API from Act! CRM — 8 operation(s) for supplementalfiles.

Operations 16

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /api/attachments/activities/{id} Get an activity's attachment · Get a specific activity attachment #
Ask an LLM
“How do I download the file attached to an activity?”
“Can I fetch the attachment on a task or meeting?”
Tell an agent
Get the attachment for activity {id}.
Download activity {id}'s attached file.
POST /api/attachments/activities/{id} Attach a file to an activity · Create a new activity attachment #
Ask an LLM
“How do I attach a file to an activity?”
“Can I upload an attachment to a scheduled meeting or call?”
Tell an agent
Attach a file to activity {id}.
Upload an attachment for activity {id}.
DELETE /api/attachments/activities/{id} Delete an activity's attachment · Delete an existing activity attachment #
Ask an LLM
“How do I remove an attachment from an activity?”
“Can I delete the file attached to a meeting without deleting the meeting?”
Tell an agent destructive · confirm first
Delete the attachment on activity {id}.
Remove activity {id}'s attachment.
GET /api/attachments/documents/{id} Get a document's attachment · Get a specific document attachment #
Ask an LLM
“Where do I retrieve the file behind a document record?”
“Can I download the attachment stored on a document?”
Tell an agent
Get the attachment for document {id}.
Download the file attached to document {id}.
POST /api/attachments/documents/{id} Attach a file to a document · Create a new document attachment #
Ask an LLM
“How do I upload a file to a document record?”
“Can I add an attachment to an existing document?”
Tell an agent
Attach a file to document {id}.
Upload an attachment for document {id}.
DELETE /api/attachments/documents/{id} Delete a document's attachment · Delete an existing document attachment #
Ask an LLM
“How do I remove the attachment from a document?”
“Can I delete a document's file but keep the document record?”
Tell an agent destructive · confirm first
Delete the attachment on document {id}.
Remove document {id}'s attached file.
GET /api/attachments/history/{id} Get a history entry's attachment · Get a specific history attachment #
Ask an LLM
“Can I download the file attached to a history entry?”
“Where do I fetch an attachment saved with a logged history item?”
Tell an agent
Get the attachment for history {id}.
Download the file on history entry {id}.
POST /api/attachments/history/{id} Attach a file to a history entry · Create a new history attachment #
Ask an LLM
“How do I attach a file to a history record?”
“Can I add an attachment to a history item I already logged?”
Tell an agent
Attach a file to history {id}.
Upload an attachment for history entry {id}.
DELETE /api/attachments/history/{id} Delete a history entry's attachment · Delete an existing history attachment #
Ask an LLM
“How do I remove the attachment from a history entry?”
“Can I delete a history item's file without deleting the history?”
Tell an agent destructive · confirm first
Delete the attachment on history {id}.
Remove history entry {id}'s attached file.
GET /api/attachments/notes/{id} Get a note's attachment · Get a specific note attachment #
Ask an LLM
“Can I download the file attached to a note?”
“Where do I get an attachment stored on a note?”
Tell an agent
Get the attachment for note {id}.
Download the file on note {id}.
POST /api/attachments/notes/{id} Attach a file to a note · Create a new note attachment #
Ask an LLM
“How do I attach a file to a note?”
“Can I upload a document onto an existing note?”
Tell an agent
Attach a file to note {id}.
Upload an attachment for note {id}.
DELETE /api/attachments/notes/{id} Delete a note's attachment · Delete an existing note attachment #
Ask an LLM
“How do I remove the attachment from a note?”
“Can I delete a note's file but keep the note text?”
Tell an agent destructive · confirm first
Delete the attachment on note {id}.
Remove note {id}'s attached file.
GET /api/attachments/{id}/upload-status Check an attachment's upload status · Returns the upload status for the given entity, allowing clients to disable… #
Ask an LLM
“Is a chunked attachment upload still in progress?”
“When is it safe to edit or delete an attachment after uploading it?”
Tell an agent
Check the upload status of {id}.
Get the attachment upload progress for {id}.
GET /api/layouts/{filename} Get a layout definition · Get a layout definitions #
Ask an LLM
“Where do I fetch one layout definition by its file name?”
“Can I read a specific screen layout file?”
Tell an agent
Get layout {filename}.
Show the layout definition in {filename}.
GET /api/layouts List layout definitions · Get a list of layout definitions #
Ask an LLM
“Which layout definitions are available?”
“Can I list all the screen layouts in the database?”
Tell an agent
List layout definitions.
Show all available layouts.
POST /api/templates Upload a template · Upload a template #
Ask an LLM
“How do I upload a template?”
“Can I add a new template file through the API?”
Tell an agent
Upload a template.
Add a new template file.

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OpenAPI Specification

act-supplementalfiles-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  version: v1
  title: act.web.api Supplemental Files API
servers:
- url: https://apimta.act.com/act.web.api
tags:
- name: SupplementalFiles
paths:
  /api/attachments/activities/{id}:
    get:
      tags:
      - SupplementalFiles
      summary: Get a specific activity attachment
      operationId: SupplementalFiles_GetByActivity_CF24B225
      parameters:
      - name: id
        in: path
        description: The unique identifier for the activity.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK indicates that the request succeeded and that the requested information is in the response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '500':
          description: Unexpected error.
      deprecated: false
    post:
      tags:
      - SupplementalFiles
      summary: Create a new activity attachment
      operationId: SupplementalFiles_PostActivityAttachment_1E201089
      parameters:
      - name: id
        in: path
        description: The unique identifier (id) for a given activity.
        required: true
        schema:
          type: string
      responses:
        '202':
          description: Accepted indicates that the request has been accepted for processing, but the processing may or may not been completed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            application/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            text/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
        '206':
          description: Indicates intermediate chunk accepted during chunked upload.
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '409':
          description: Conflict indicates that the request could not be completed due to a conflict with the current state of the resource.
        '415':
          description: UnsupportedMediaType indicates that the entity of the request is in a format not supported by the requested resource.
        '500':
          description: Unexpected error.
      deprecated: false
    delete:
      tags:
      - SupplementalFiles
      summary: Delete an existing activity attachment
      operationId: SupplementalFiles_DeleteByActivity_6E842025
      parameters:
      - name: id
        in: path
        description: The unique identifier (id) for a given activity.
        required: true
        schema:
          type: string
      responses:
        '204':
          description: NoContent indicates that the request has been successfully processed and that the response is intentionally blank.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '423':
          description: Locked indicates that an upload is currently in progress for this resource.
        '500':
          description: Unexpected error.
      deprecated: false
  /api/attachments/documents/{id}:
    get:
      tags:
      - SupplementalFiles
      summary: Get a specific document attachment
      operationId: SupplementalFiles_GetByDocument_969374C4
      parameters:
      - name: id
        in: path
        description: The unique identifier for the history item.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK indicates that the request succeeded and that the requested information is in the response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '500':
          description: Unexpected error.
      deprecated: false
    post:
      tags:
      - SupplementalFiles
      summary: Create a new document attachment
      operationId: SupplementalFiles_PostDocumentAttachments_32FDFB20
      parameters:
      - name: id
        in: path
        description: The unique identifier (id) for a given history item.
        required: true
        schema:
          type: string
      responses:
        '202':
          description: Accepted indicates that the request has been accepted for processing, but the processing may or may not been completed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            application/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            text/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
        '206':
          description: Indicates intermediate chunk accepted during chunked upload.
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '409':
          description: Conflict indicates that the request could not be completed due to a conflict with the current state of the resource.
        '415':
          description: UnsupportedMediaType indicates that the entity of the request is in a format not supported by the requested resource.
        '500':
          description: Unexpected error.
      deprecated: false
    delete:
      tags:
      - SupplementalFiles
      summary: Delete an existing document attachment
      operationId: SupplementalFiles_DeleteByDocument_D3D6EC90
      parameters:
      - name: id
        in: path
        description: The unique identifier (id) for a given history item.
        required: true
        schema:
          type: string
      responses:
        '204':
          description: NoContent indicates that the request has been successfully processed and that the response is intentionally blank.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '423':
          description: Locked indicates that an upload is currently in progress for this resource.
        '500':
          description: Unexpected error.
      deprecated: false
  /api/attachments/history/{id}:
    get:
      tags:
      - SupplementalFiles
      summary: Get a specific history attachment
      operationId: SupplementalFiles_GetByHistory_C6FD6D97
      parameters:
      - name: id
        in: path
        description: The unique identifier for the history item.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK indicates that the request succeeded and that the requested information is in the response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '500':
          description: Unexpected error.
      deprecated: false
    post:
      tags:
      - SupplementalFiles
      summary: Create a new history attachment
      operationId: SupplementalFiles_PostHistoryAttachments_B509AF9D
      parameters:
      - name: id
        in: path
        description: The unique identifier (id) for a given history item.
        required: true
        schema:
          type: string
      responses:
        '202':
          description: Accepted indicates that the request has been accepted for processing, but the processing may or may not been completed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            application/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            text/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '409':
          description: Conflict indicates that the request could not be completed due to a conflict with the current state of the resource.
        '415':
          description: UnsupportedMediaType indicates that the entity of the request is in a format not supported by the requested resource.
        '500':
          description: Unexpected error.
      deprecated: false
    delete:
      tags:
      - SupplementalFiles
      summary: Delete an existing history attachment
      operationId: SupplementalFiles_DeleteByHistory_A660565D
      parameters:
      - name: id
        in: path
        description: The unique identifier (id) for a given history item.
        required: true
        schema:
          type: string
      responses:
        '204':
          description: NoContent indicates that the request has been successfully processed and that the response is intentionally blank.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '500':
          description: Unexpected error.
      deprecated: false
  /api/attachments/notes/{id}:
    get:
      tags:
      - SupplementalFiles
      summary: Get a specific note attachment
      operationId: SupplementalFiles_GetByNote_E6495E1B
      parameters:
      - name: id
        in: path
        description: The unique identifier for the note.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK indicates that the request succeeded and that the requested information is in the response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '500':
          description: Unexpected error.
      deprecated: false
    post:
      tags:
      - SupplementalFiles
      summary: Create a new note attachment
      operationId: SupplementalFiles_PostNoteAttachments_ACC89468
      parameters:
      - name: id
        in: path
        description: The unique identifier (id) for a given note.
        required: true
        schema:
          type: string
      responses:
        '202':
          description: Accepted indicates that the request has been accepted for processing, but the processing may or may not been completed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            application/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            text/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
        '206':
          description: Indicates intermediate chunk accepted during chunked upload.
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '409':
          description: Conflict indicates that the request could not be completed due to a conflict with the current state of the resource.
        '415':
          description: UnsupportedMediaType indicates that the entity of the request is in a format not supported by the requested resource.
        '500':
          description: Unexpected error.
      deprecated: false
    delete:
      tags:
      - SupplementalFiles
      summary: Delete an existing note attachment
      operationId: SupplementalFiles_DeleteByNote_6C96060F
      parameters:
      - name: id
        in: path
        description: The unique identifier (id) for a given note.
        required: true
        schema:
          type: string
      responses:
        '204':
          description: NoContent indicates that the request has been successfully processed and that the response is intentionally blank.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '423':
          description: Locked indicates that an upload is currently in progress for this resource.
        '500':
          description: Unexpected error.
      deprecated: false
  /api/attachments/{id}/upload-status:
    get:
      tags:
      - SupplementalFiles
      summary: Returns the upload status for the given entity, allowing clients to disable…
      operationId: SupplementalFiles_GetUploadStatus_A24AF9D4
      parameters:
      - name: id
        in: path
        description: The unique identifier of the entity being uploaded to.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK indicates that the request succeeded and that the requested information is in the response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
      deprecated: false
  /api/layouts/{filename}:
    get:
      tags:
      - SupplementalFiles
      summary: Get a layout definitions
      operationId: SupplementalFiles_GetLayoutDefinition_B202BFC9
      parameters:
      - name: filename
        in: path
        description: The filename for the layout definition.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK indicates that the request succeeded and that the requested information is in the response.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/System.Object'
            application/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
            text/xml:
              schema:
                $ref: '#/components/schemas/System.Object'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '500':
          description: Unexpected error.
      deprecated: false
  /api/layouts:
    get:
      tags:
      - SupplementalFiles
      summary: Get a list of layout definitions
      operationId: SupplementalFiles_GetLayoutDefinitions_A76A2FAC
      responses:
        '200':
          description: OK indicates that the request succeeded and that the requested information is in the response.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/act.web.api.models.SupplementalFiles.Layout'
            application/xml:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/act.web.api.models.SupplementalFiles.Layout'
            text/xml:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/act.web.api.models.SupplementalFiles.Layout'
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '500':
          description: Unexpected error.
      deprecated: false
  /api/templates:
    post:
      tags:
      - SupplementalFiles
      summary: Upload a template
      operationId: SupplementalFiles_PostTemplates_E92AB914
      responses:
        '202':
          description: Accepted indicates that the request has been accepted for processing, but the processing may or may not been completed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            application/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
            text/xml:
              schema:
                $ref: '#/components/schemas/act.web.api.models.Attachments.Attachment'
        '400':
          description: BadRequest indicates that the request could not be understood by the server. BadRequest is sent when no other error is applicable, or if the exact error is unknown or does not have its own error code.
        '401':
          description: Unauthorized indicates that the requested resource requires authentication. The WWW-Authenticate header contains the details of how to perform the authentication.
        '404':
          description: NotFound indicates that the requested resource does not exist on the server.
        '409':
          description: Conflict indicates that the request could not be completed due to a conflict with the current state of the resource.
        '415':
          description: UnsupportedMediaType indicates that the entity of the request is in a format not supported by the requested resource.
        '500':
          description: Unexpected error.
      deprecated: false
components:
  schemas:
    act.web.api.models.Attachments.Attachment:
      description: Provides properties information about attachments.
      type: object
      properties:
        displayName:
          description: Gets presentation name of the attachment.
          type: string
        fileExtension:
          description: Gets the extension of the Attachment
          type: string
        fileName:
          description: Gets a string representing the directory's full path.
          type: string
        fileSize:
          format: int64
          description: Gets the size (bytes) of the attachments.
          type: integer
        fileSizeDisplay:
          description: Gets the displayable text representation of the attachment
          type: string
        fileType:
          description: Gets the registered system file type name of the attachment
          type: string
        lastModified:
          format: date-time
          description: Gets the last modified date of the attachment
          type: string
        personal:
          description: Indicates whether the attachment is bound for the personal suppplemental files or the workgroup supplemental files.
          type: boolean
    System.Object:
      type: object
      properties: {}
    act.web.api.models.SupplementalFiles.Layout:
      description: ''
      type: object
      properties:
        entity:
          description: The record type is the entity (Company, Contact, Group, Opportunity) that the layout definition represents.
          enum:
          - Contact
          - Company
          - Group
          - Opportunity
          - Product
          type: string
        fileName:
          description: The name of the layout file.
          type: string
        isDefault:
          description: The default layout.
          type: boolean
        lastEdit:
          format: date-time
          description: The date and time of the last modification.
          type: string