DecisionLink

DecisionLink Dynamic Discovery API

The dynamic_discovery API from DecisionLink — 4 operation(s) for dynamic_discovery.

Documentation GitHub OpenAPI

Operations 6

GET /v1/value-proposition/dynamic-discovery/account-solutions Read account solutions for an account #

POST /v1/value-proposition/dynamic-discovery/account-solutions Save default solutions for dynamic discovery #

GET /v1/value-proposition/dynamic-discovery/selected-solutions Read default solutions for dynamic discovery #

GET /v1/value-proposition/dynamic-discovery Determine if a user has Dynamic Discovery privilege #

GET /v1/value-proposition/dynamic-discovery/trigger-settings Read opportunity stage/type trigger settings #

PUT /v1/value-proposition/dynamic-discovery/trigger-settings Update opportunity stage/type trigger settings #

Documentation

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APIReference

https://api.xfactor.io/v1/value-proposition/docs

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Documentation

https://api.xfactor.io/v1/value-proposition/docs

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APIReference

https://api.xfactor.io/api/v1/value-facts/docs

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Documentation

https://api.xfactor.io/api/v1/value-facts/docs

📖

APIReference

https://api.xfactor.io/api/v1/value-chat/docs

📖

Documentation

https://api.xfactor.io/api/v1/value-chat/docs

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APIReference

https://api.xfactor.io/api/v1/collaboration/docs

📖

Documentation

https://api.xfactor.io/api/v1/collaboration/docs

Specifications

⚙

OpenAPI

https://raw.githubusercontent.com/api-evangelist/decisionlink/refs/heads/main/openapi/decisionlink-dynamic-discovery-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Value Proposition Dynamic Discovery API
  version: 0.1.0
  x-api-evangelist-source: https://api.xfactor.io/v1/value-proposition/openapi.json
servers:
- url: https://api.xfactor.io
  description: Production API host (Auth0 audience of the Xfactor.io web application)
tags:
- name: dynamic_discovery
paths:
  /v1/value-proposition/dynamic-discovery/account-solutions:
    get:
      tags:
      - dynamic_discovery
      summary: Read account solutions for an account
      description: 'Endpoint to read account solutions for dynamic discovery selection


        Returns

        -------

        The list of solutions'
      operationId: get_dynamic_discovery_account_solutions_v1_value_proposition_dynamic_discovery_account_solutions_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/value_proposition__dynamic_discovery__models__Solution'
                type: array
                title: Response Get Dynamic Discovery Account Solutions V1 Value Proposition Dynamic Discovery Account Solutions Get
      security:
      - HTTPBearer: []
    post:
      tags:
      - dynamic_discovery
      summary: Save default solutions for dynamic discovery
      description: 'Endpoint to save account default solutions for dynamic discovery


        Returns

        -------

        The list of solutions'
      operationId: create_dynamic_discovery_account_solutions_v1_value_proposition_dynamic_discovery_account_solutions_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SolutionsPayload'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/value_proposition__dynamic_discovery__models__Solution'
                type: array
                title: Response Create Dynamic Discovery Account Solutions V1 Value Proposition Dynamic Discovery Account Solutions Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /v1/value-proposition/dynamic-discovery/selected-solutions:
    get:
      tags:
      - dynamic_discovery
      summary: Read default solutions for dynamic discovery
      description: 'Endpoint to read account default solutions for dynamic discovery


        Returns

        -------

        The list of solutions'
      operationId: get_selected_dynamic_discovery_account_solutions_v1_value_proposition_dynamic_discovery_selected_solutions_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/value_proposition__dynamic_discovery__models__Solution'
                type: array
                title: Response Get Selected Dynamic Discovery Account Solutions V1 Value Proposition Dynamic Discovery Selected Solutions Get
      security:
      - HTTPBearer: []
  /v1/value-proposition/dynamic-discovery:
    get:
      tags:
      - dynamic_discovery
      summary: Determine if a user has Dynamic Discovery privilege
      description: 'Endpoint to determine if a user has dynamic discovery privilege


        Requires

        --------

        Admin privilege from user hitting endpoint


        Returns

        -------

        DynamicDiscoveryResponse determining if user has privilege'
      operationId: get_dynamic_discovery_privilege_v1_value_proposition_dynamic_discovery_get
      security:
      - HTTPBearer: []
      - HTTPBearer: []
      parameters:
      - name: email
        in: query
        required: true
        schema:
          type: string
          title: Email
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DynamicDiscoveryResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /v1/value-proposition/dynamic-discovery/trigger-settings:
    get:
      tags:
      - dynamic_discovery
      summary: Read opportunity stage/type trigger settings
      description: 'Endpoint to read which Salesforce opportunity stages and types trigger VP auto-generation


        Returns

        -------

        TriggerSettingsResponse with the configured trigger stages and types'
      operationId: get_trigger_settings_v1_value_proposition_dynamic_discovery_trigger_settings_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TriggerSettingsResponse'
      security:
      - HTTPBearer: []
    put:
      tags:
      - dynamic_discovery
      summary: Update opportunity stage/type trigger settings
      description: 'Endpoint to set which Salesforce opportunity stages and types trigger VP auto-generation.

        Empty lists mean VP is triggered on any opportunity creation (default behavior).


        Returns

        -------

        TriggerSettingsResponse with the updated trigger stages and types'
      operationId: update_trigger_settings_v1_value_proposition_dynamic_discovery_trigger_settings_put
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/TriggerSettingsPayload'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TriggerSettingsResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
components:
  schemas:
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    value_proposition__dynamic_discovery__models__Solution:
      properties:
        account_solution_id:
          type: integer
          title: Account Solution Id
        name:
          type: string
          title: Name
        description:
          anyOf:
          - type: string
          - type: 'null'
          title: Description
          default: ''
      type: object
      required:
      - account_solution_id
      - name
      title: Solution
      description: Solutions model
    SolutionsPayload:
      properties:
        solutions:
          items:
            type: integer
          type: array
          title: Solutions
      type: object
      required:
      - solutions
      title: SolutionsPayload
      description: SolutionsPayload Model
    TriggerSettingsResponse:
      properties:
        trigger_stages:
          items:
            type: string
          type: array
          title: Trigger Stages
        trigger_types:
          items:
            type: string
          type: array
          title: Trigger Types
          default: []
      type: object
      required:
      - trigger_stages
      title: TriggerSettingsResponse
      description: Response for trigger stage and type settings
    DynamicDiscoveryResponse:
      properties:
        has_permission:
          type: boolean
          title: Has Permission
        user_id:
          anyOf:
          - type: integer
          - type: 'null'
          title: User Id
        account_id:
          anyOf:
          - type: integer
          - type: 'null'
          title: Account Id
        solutions:
          anyOf:
          - items:
              $ref: '#/components/schemas/value_proposition__dynamic_discovery__models__Solution'
            type: array
          - type: 'null'
          title: Solutions
          default: []
        available_solutions:
          anyOf:
          - items:
              $ref: '#/components/schemas/value_proposition__dynamic_discovery__models__Solution'
            type: array
          - type: 'null'
          title: Available Solutions
          default: []
        salesforce_field:
          anyOf:
          - type: string
          - type: 'null'
          title: Salesforce Field
        trigger_stages:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          title: Trigger Stages
          default: []
        trigger_types:
          anyOf:
          - items:
              type: string
            type: array
          - type: 'null'
          title: Trigger Types
          default: []
        trigger_enabled_since:
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
          title: Trigger Enabled Since
        category_updates:
          type: boolean
          title: Category Updates
          default: false
      type: object
      required:
      - has_permission
      title: DynamicDiscoveryResponse
      description: Model for dynamic discovery
    TriggerSettingsPayload:
      properties:
        trigger_stages:
          items:
            type: string
          type: array
          title: Trigger Stages
          default: []
        trigger_types:
          items:
            type: string
          type: array
          title: Trigger Types
          default: []
      type: object
      title: TriggerSettingsPayload
      description: Payload for updating trigger stage and type settings
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
  securitySchemes:
    HTTPBearer:
      type: http
      description: Access token in the form of a JWT
      scheme: bearer