Alloy Automation Unified CRM API

Normalized CRM objects (contacts, companies, deals).

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OpenAPI Specification

alloy-automation-unified-crm-api-openapi.yml Raw ↑
openapi: 3.0.3
info:
  title: Alloy Automation Embedded & Unified Connectivity Unified CRM API
  description: Alloy Automation is an embedded integration platform (iPaaS) and Unified API for SaaS products. The Embedded product provisions end-user records, per-user credentials/connections, and short-lived JWTs to render Alloy's embedded UI. The Connectivity API discovers connectors, resources, and actions and executes typed actions against a user's credential. The Passthrough API proxies raw requests to a third-party provider using a stored credential. The Unified API normalizes Commerce, CRM, and Accounting objects across many providers behind a single interface. All endpoints use dated versioning (2024-03) and Bearer API key authentication; per-user JWTs secure the embedded frontend.
  version: 2024-03
  contact:
    name: Alloy Automation Support
    url: https://docs.runalloy.com
  termsOfService: https://runalloy.com/terms/
servers:
- url: https://embedded.runalloy.com/2024-03
  description: Embedded, Connectivity, Passthrough, and Unified API (2024-03)
security:
- bearerAuth: []
tags:
- name: Unified CRM
  description: Normalized CRM objects (contacts, companies, deals).
paths:
  /crm/contacts:
    get:
      operationId: listContacts
      tags:
      - Unified CRM
      summary: List contacts
      parameters:
      - $ref: '#/components/parameters/ConnectionId'
      - $ref: '#/components/parameters/Cursor'
      - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of contacts
          content:
            application/json:
              schema:
                type: object
                properties:
                  contacts:
                    type: array
                    items:
                      $ref: '#/components/schemas/Contact'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
    post:
      operationId: createContact
      tags:
      - Unified CRM
      summary: Create a contact
      parameters:
      - $ref: '#/components/parameters/ConnectionId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Contact'
      responses:
        '200':
          description: Contact created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Contact'
  /crm/companies:
    get:
      operationId: listCompanies
      tags:
      - Unified CRM
      summary: List companies
      parameters:
      - $ref: '#/components/parameters/ConnectionId'
      - $ref: '#/components/parameters/Cursor'
      - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of companies
          content:
            application/json:
              schema:
                type: object
                properties:
                  companies:
                    type: array
                    items:
                      $ref: '#/components/schemas/Company'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
  /crm/deals:
    get:
      operationId: listDeals
      tags:
      - Unified CRM
      summary: List deals
      parameters:
      - $ref: '#/components/parameters/ConnectionId'
      - $ref: '#/components/parameters/Cursor'
      - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: A page of deals
          content:
            application/json:
              schema:
                type: object
                properties:
                  deals:
                    type: array
                    items:
                      $ref: '#/components/schemas/Deal'
                  pageInfo:
                    $ref: '#/components/schemas/PageInfo'
components:
  schemas:
    Company:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        domain:
          type: string
        remoteId:
          type: string
    Deal:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        amount:
          type: number
        currency:
          type: string
        stage:
          type: string
        companyId:
          type: string
        remoteId:
          type: string
    Contact:
      type: object
      properties:
        id:
          type: string
        firstName:
          type: string
        lastName:
          type: string
        email:
          type: string
        phone:
          type: string
        companyId:
          type: string
        remoteId:
          type: string
    PageInfo:
      type: object
      properties:
        hasNextPage:
          type: boolean
        nextCursor:
          type: string
  parameters:
    ConnectionId:
      name: connectionId
      in: query
      required: true
      schema:
        type: string
      description: The connected account (credential) to read/write unified data through.
    Limit:
      name: limit
      in: query
      required: false
      schema:
        type: integer
        default: 50
        maximum: 250
      description: Maximum number of records to return per page.
    Cursor:
      name: cursor
      in: query
      required: false
      schema:
        type: string
      description: Opaque pagination cursor from a prior pageInfo.
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: 'Bearer API key in the Authorization header, e.g. `Authorization: Bearer YOUR_API_KEY`. Frontend calls use a per-user JWT instead of the master key.'