Conga

Conga Account API

The Account API from Conga — 8 operation(s) for account.

Documentation GitHub OpenAPI

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/data/v1/Account List account records · Get all account records #

Ask an LLM

“Which customer accounts are stored in the platform?”

“Can I sort and page account records with a search criteria?”

Tell an agent

List account records matching {criteria}.

Show accounts sorted by {sortField}, page {pageNumber} of {pageSize}.

POST /api/data/v1/Account Create an account record · Insert a new account record #

Ask an LLM

“How do I add a new customer account?”

“Can I set industry and billing details when creating an account?”

Tell an agent

Create account {Name} in industry {Industry}.

Insert a new account {Name} with account number {AccountNumber}.

DELETE /api/data/v1/Account/bulk Delete many account records · Delete multiple account records #

Ask an LLM

“Can I delete a batch of accounts in one request?”

“Is it possible to choose a soft or hard delete when bulk-removing accounts?”

Tell an agent destructive · confirm first

Bulk-delete these accounts using delete behaviour {DeleteBehaviour}.

Remove the listed account records matched by {DeleteByField}.

PATCH /api/data/v1/Account/bulk Upsert many account records · Upsert multiple account records #

Ask an LLM

“How do I insert new accounts and update existing ones in a single call?”

“Can a bulk account upsert match on a field I choose?”

Tell an agent

Upsert these account records, matching on {UpdateByField}.

Insert or update this batch of accounts in one go.

POST /api/data/v1/Account/bulk Create many account records · Insert multiple account records #

Ask an LLM

“Can I insert a list of new accounts at once?”

“How do I load many new customer accounts in bulk?”

Tell an agent

Bulk-insert these new account records.

Create all of these accounts and include payloads {IncludeRecordPayloadInResponse}.

PUT /api/data/v1/Account/bulk Update many account records · Update multiple account records #

Ask an LLM

“How do I update a batch of existing accounts in one call?”

“Can I match accounts on a field other than ID during a bulk update?”

Tell an agent

Bulk-update these accounts, matching on field {UpdateByField}.

Update all these existing account records with optimistic locking {EnforceOptimisticLocking}.

DELETE /api/data/v1/Account/by-externalId/{externalId} Delete an account by external ID · Delete a account record by externalId #

Ask an LLM

“How do I delete an account using its external ID?”

“Can I soft-delete an account looked up by external key?”

Tell an agent destructive · confirm first

Delete the account with external ID {externalId}.

Remove account by external key {externalId} using {deleteBehaviour} delete.

GET /api/data/v1/Account/by-externalId/{externalId} Get an account by external ID · Get a account record using externalId #

Ask an LLM

“How do I find an account using the ID from my CRM?”

“Can I look up an account record by its external ID?”

Tell an agent

Get the account with external ID {externalId}.

Find account record by external key {externalId}.

PUT /api/data/v1/Account/by-externalId/{externalId} Update an account by external ID · Update a account record by externalId #

Ask an LLM

“Can I update an account when I only know its external ID?”

“How do I change an account's billing city using my system's ID?”

Tell an agent

Rename the account with external ID {externalId} to {Name}.

Set billing city {BillingCity} on account with external ID {externalId}.

POST /api/data/v1/Account/query Query account records · Execute single query #

Ask an LLM

“How can I run a filtered query over accounts and pick which fields come back?”

“Can I group account results or get distinct values?”

Tell an agent

Query accounts where {Criteria} and return fields {Select}.

Run an account query grouped by {GroupBy} with a limit of {Limit}.

GET /api/data/v1/Account/recordtypes List account record types · Get all account record types #

Ask an LLM

“What record types are defined for accounts?”

“Which account record types can I choose from?”

Tell an agent

List the account record types.

Show every record type available for accounts.

GET /api/data/v1/Account/summary Get account record count and storage size · Get object account record count and size on disk #

Ask an LLM

“How many account records do we have in total?”

“How much disk space are account records using?”

Tell an agent

Show the total number of account records and their size on disk.

Get the account object summary.

DELETE /api/data/v1/Account/{id} Delete an account by record ID · Delete a account record #

Ask an LLM

“Can I delete one account record by its ID?”

“Is there a choice between soft and hard delete for a single account?”

Tell an agent destructive · confirm first

Delete account record {id}.

Remove account {id} with {deleteBehaviour} delete.

GET /api/data/v1/Account/{id} Get an account by record ID · Get a account record using account record ID #

Ask an LLM

“What are the details of a specific account record?”

“Can I fetch an account directly by its record ID?”

Tell an agent

Get account record {id}.

Show the full details of account {id}.

PUT /api/data/v1/Account/{id} Update an account by record ID · Update a account record #

Ask an LLM

“How do I change an existing account's annual revenue?”

“Can I mark an account as a partner after it's created?”

Tell an agent

Set annual revenue {AnnualRevenue} on account {id}.

Update account record {id} so IsPartner is {IsPartner}.

GET /api/xauthor/v1/accounts/{name} Look up accounts by name for authoring · Get accounts #

Ask an LLM

“Which accounts match a name in the X-Author add-in?”

“Can X-Author find an account by name for a given org type?”

Tell an agent

Find accounts named {name} for org type {OrgType}.

Look up account {name} in X-Author.

Conga Account API

Operations 16

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