Close Custom Fields.shared API

The custom_fields.shared API from Close — 4 operation(s) for custom_fields.shared.

Documentation GitHub OpenAPI

Operations 9

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 /custom_field/shared/ List shared custom fields · List Shared Custom Fields #

Ask an LLM

“Which custom fields are shared across leads, contacts and activities?”

“Can I limit which attributes come back when listing shared fields?”

Tell an agent

List all shared custom fields in our organization.

List shared custom fields returning only {fields}.

POST /custom_field/shared/ Create a shared custom field · Create a new Shared Custom Field #

Ask an LLM

“How do I create a custom field that can be reused on several object types?”

“Can one custom field be shared between leads and contacts?”

Tell an agent

Create a new shared custom field called Region.

Add a shared choices field we can attach to multiple object types.

GET /custom_field/shared/{id}/ Get a shared custom field · Fetch Shared Custom Field's details #

Ask an LLM

“Where do I see the type and associations of one shared field?”

“What object types is a given shared custom field attached to?”

Tell an agent

Show shared custom field {id}.

Fetch the details of shared field {id}.

PUT /custom_field/shared/{id}/ Rename or edit a shared custom field · Update a Shared Custom Field #

Ask an LLM

“Can I change the type of a shared custom field after creating it?”

“How do I update the choice options on a shared field?”

Tell an agent

Rename shared custom field {id}.

Update the choice options on shared field {id}.

DELETE /custom_field/shared/{id}/ Delete a shared custom field · Delete a Shared Custom Field #

Ask an LLM

“What happens to stored values when I delete a shared custom field?”

“Can I remove a shared field and all its associations at once?”

Tell an agent destructive · confirm first

Delete shared custom field {id} and all its associations.

Permanently remove shared field {id}.

POST /custom_field/shared/{scf_id}/association/ Attach a shared field to an object type · Associate a Shared Custom Field with an object type #

Ask an LLM

“How do I make a shared custom field available on contacts?”

“Which object types can a shared custom field be associated with?”

Tell an agent

Associate shared field {scf_id} with leads.

Attach shared custom field {scf_id} to a custom activity type.

GET /custom_field/shared/{scf_id}/association/{object_type}/ Get a shared field's object-type association · Fetch a Shared Custom Field Association #

Ask an LLM

“Is a shared field required on a particular object type?”

“Where can I check how a shared field is associated with contacts?”

Tell an agent

Show the association of shared field {scf_id} with {object_type}.

Fetch the {object_type} association for shared field {scf_id}.

PUT /custom_field/shared/{scf_id}/association/{object_type}/ Change a shared field association's rules · Update an existing Shared Custom Field Association #

Ask an LLM

“Can I make a shared field required only on leads?”

“How do I limit which roles can edit a shared field on one object type?”

Tell an agent

Make shared field {scf_id} required on {object_type}.

Restrict editing of shared field {scf_id} on {object_type} to admins.

DELETE /custom_field/shared/{scf_id}/association/{object_type}/ Detach a shared field from an object type · Disassociate a Shared Custom Field from an object type #

Ask an LLM

“Are values lost when I disassociate a shared field from an object type?”

“How do I stop a shared field from appearing on opportunities?”

Tell an agent destructive · confirm first

Disassociate shared field {scf_id} from {object_type}.

Remove shared field {scf_id} from the {object_type} object type.

Specifications

⚙

OpenAPI

https://raw.githubusercontent.com/api-evangelist/close/refs/heads/main/openapi/close-custom-fields-shared-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  description: Close CRM REST API
  title: Close Custom Fields.shared API
  version: 1.0.0
servers:
- url: https://api.close.com/api/v1
security:
- ApiKeyAuth: []
- OAuth2: []
tags:
- name: custom_fields.shared
  externalDocs:
    url: https://developer.close.com/api/resources/custom-fields/custom-fields-shared
paths:
  /custom_field/shared/:
    get:
      operationId: custom_fields.shared_list
      tags:
      - custom_fields.shared
      summary: List Shared Custom Fields
      description: List all the shared custom fields for your organization.
      parameters:
      - $ref: '#/components/parameters/FieldsParam'
      responses:
        '200':
          content:
            application/json:
              example:
                data:
                - accepts_multiple_values: false
                  associations:
                  - editable_with_roles: []
                    object_type: lead
                    required: false
                  - editable_with_roles: []
                    object_type: contact
                    required: false
                  - custom_activity_type_id: actitype_2FqdeKTAEfMTwD4SVWwXqX
                    editable_with_roles: []
                    object_type: custom_activity_type
                    required: true
                  created_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                  date_created: '2021-04-10T17:36:09.235000+00:00'
                  date_updated: '2021-04-10T17:36:09.235000+00:00'
                  description: User assigned to this Lead/Contact/Activity.
                  id: cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq
                  name: Owner
                  organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                  type: user
                  updated_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                - accepts_multiple_values: false
                  associations:
                  - editable_with_roles: []
                    object_type: lead
                    required: false
                  - editable_with_roles: []
                    object_type: contact
                    required: false
                  choices:
                  - 'No'
                  - 'Yes'
                  created_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                  date_created: '2020-07-28T20:05:36.202000+00:00'
                  date_updated: '2020-07-28T20:05:36.202000+00:00'
                  description: They requested not to be contacted again.
                  id: cf_cSh3fWT3rEJ1BFSezme2YAG6bPrZV5wUWKKrW4iN19g
                  name: Do Not Contact
                  organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                  type: choices
                  updated_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                has_more: false
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    post:
      operationId: custom_fields.shared_create
      tags:
      - custom_fields.shared
      summary: Create a new Shared Custom Field
      requestBody:
        content:
          application/json:
            example:
              description: User assigned to this Lead/Contact/Activity.
              name: Owner
              type: user
        required: true
      responses:
        '200':
          content:
            application/json:
              example:
                accepts_multiple_values: false
                associations: []
                choices: null
                created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                date_created: '2021-04-10T05:06:09.422000+00:00'
                date_updated: '2021-04-10T20:56:16.784000+00:00'
                description: User assigned to this Lead/Contact/Activity.
                id: cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
                name: Owner
                organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                type: user
                updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
  /custom_field/shared/{id}/:
    get:
      operationId: custom_fields.shared_get
      tags:
      - custom_fields.shared
      summary: Fetch Shared Custom Field's details
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      - $ref: '#/components/parameters/FieldsParam'
      responses:
        '200':
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    put:
      operationId: custom_fields.shared_update
      tags:
      - custom_fields.shared
      summary: Update a Shared Custom Field
      description: 'You can rename it or update the options for a "choices" field type. The updated name will immediately appear in the Close UI and only valid values for the updated `choices` will be returned by the Lead/Contact/Custom Activity APIs.


        The `type` value cannot be changed.'
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            example:
              name: Free-form Notes
        required: true
      responses:
        '200':
          content:
            application/json:
              example:
                accepts_multiple_values: false
                associations:
                - custom_activity_type_id: actitype_2FqdeKTAEfMTwD4SVWwXqX
                  editable_with_roles: []
                  object_type: custom_activity_type
                  required: true
                - custom_activity_type_id: actitype_9ab3QuzEAmFTvd56kByOMn
                  editable_with_roles: []
                  object_type: custom_activity_type
                  required: true
                choices: null
                created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
                date_created: '2021-04-10T05:06:09.422000+00:00'
                date_updated: '2021-04-10T20:56:16.784000+00:00'
                description: null
                id: cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c
                name: Free-form Notes
                organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                type: text
                updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    delete:
      operationId: custom_fields.shared_delete
      tags:
      - custom_fields.shared
      summary: Delete a Shared Custom Field
      description: Delete a shared custom field and all its associations. The field will immediately disappear from API responses and values on all associated object types will be permanently removed.
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
  /custom_field/shared/{scf_id}/association/:
    post:
      operationId: custom_fields.shared_create_association
      tags:
      - custom_fields.shared
      summary: Associate a Shared Custom Field with an object type
      description: 'Associates a Shared Custom Field with an object type such as Lead, Contact, or Custom Activity Type. Once associated, the Shared Custom Field can be set on objects of that type.


        This endpoint accepts the following attributes:


        - `object_type` – can be one of: `lead`, `contact`, `opportunity`, `custom_activity_type`,

        `custom_object_type`.

        - `custom_activity_type_id` – ID of the Custom Activity Type that you want to

        associate this Shared Field with. Only relevant if you chose the `object_type` of `custom_activity_type`.

        - `custom_object_type_id` – ID of the Custom Object Type that you want to

        associate this Shared Field with. Only relevant if you chose the `object_type` of `custom_object_type`.

        - `editable_with_roles` – list of Roles that can edit the values of

        this Field on the given object. Note that this is a per-association setting, meaning that editing of the Shared Custom Field can be restricted on one object and not restricted on another.

        - `required` – whether a value *must* be provided for this Field on the given

        object. Only relevant if you chose the `object_type` of `custom_activity_type` or `custom_object_type`. Note that this is a per-association setting, meaning that this Shared Custom Field can be required on one object and not required on another.'
      parameters:
      - in: path
        name: scf_id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            example:
              editable_with_roles: []
              object_type: lead
              required: false
        required: true
      responses:
        '201':
          content:
            application/json:
              example:
                editable_with_roles: []
                object_type: lead
                required: false
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
  /custom_field/shared/{scf_id}/association/{object_type}/:
    get:
      operationId: custom_fields.shared_get_association
      tags:
      - custom_fields.shared
      summary: Fetch a Shared Custom Field Association
      parameters:
      - in: path
        name: scf_id
        required: true
        schema:
          type: string
      - in: path
        name: object_type
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    put:
      operationId: custom_fields.shared_update_association
      tags:
      - custom_fields.shared
      summary: Update an existing Shared Custom Field Association
      description: 'You can change the `required` or the `editable_with_roles` attributes. Everything else cannot be changed.


        The `object_type` in the URL can be either:


        - `lead` when editing the association with the Lead object.

        - `contact` when editing the association with the Contact object.

        - `opportunity` when editing the association with the Opportunity object.

        - `custom_activity_type/` when editing the association with a specific

        Custom Activity Type.

        - `custom_object_type/` when editing the association with a specific

        Custom Object Type.'
      parameters:
      - in: path
        name: scf_id
        required: true
        schema:
          type: string
      - in: path
        name: object_type
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            example:
              editable_with_roles:
              - admin
              - role_4zhUd9gDKwVv0Bbl2Nk0Ud
        required: true
      responses:
        '200':
          content:
            application/json:
              example:
                editable_with_roles:
                - admin
                - role_4zhUd9gDKwVv0Bbl2Nk0Ud
                object_type: lead
                required: false
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    delete:
      operationId: custom_fields.shared_delete_association
      tags:
      - custom_fields.shared
      summary: Disassociate a Shared Custom Field from an object type
      description: 'Remove the association between a shared custom field and an object type. The field will immediately disappear from API responses for that object type and all stored values will be permanently deleted.


        The `object_type` in the URL can be `lead`, `contact`, `opportunity`, `custom_activity_type/`, or `custom_object_type/`.


        If the field was `required` on the associated type, removing the association also removes that requirement.'
      parameters:
      - in: path
        name: scf_id
        required: true
        schema:
          type: string
      - in: path
        name: object_type
        required: true
        schema:
          type: string
      responses:
        '204':
          description: No content
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
components:
  parameters:
    FieldsParam:
      description: Comma-separated list of fields to include in the response.
      in: query
      name: _fields
      required: false
      schema:
        type: string
  securitySchemes:
    ApiKeyAuth:
      description: Use your API key as the username and leave the password empty.
      scheme: basic
      type: http
    OAuth2:
      flows:
        authorizationCode:
          authorizationUrl: https://app.close.com/oauth2/authorize/
          scopes:
            all.full_access: Full access to all resources
            offline_access: Request a refresh token
          tokenUrl: https://api.close.com/oauth2/token/
      type: oauth2