Elead Sales Activities API

openapi: 3.0.3
info:
  title: Elead Vehicle Sales APIs
  version: '1.2.0'
  description: >-
    Partner-gated Vehicle Sales REST APIs for Elead (eLEAD / Elead CRM, part of
    CDK Global), published through the CDK Fortellis Automotive Commerce
    Exchange. Covers Sales Opportunities, Sales Customers, Sales Activities, and
    Product Reference Data.


    Access model: not open self-service. A developer must be a Fortellis user,
    create a Fortellis solution to obtain client_id/client_secret, and have the
    dealer activate the subscription (Subscription-Id). Every request also
    carries a Request-Id correlation header.


    Source note: the Sales Opportunities, Sales Customers, and Product Reference
    Data operations are transcribed from CDK Global's Fortellis connector
    reference (mirrored on Microsoft Learn) and the Fortellis API directory. The
    Sales Activities operations are marked x-endpoints-modeled - they are
    inferred from CDK/Elead product descriptions, not a confirmed public
    reference. Verify exact paths and payloads in the Fortellis directory before
    implementation.
  contact:
    name: CDK Global / Elead (via Fortellis)
    url: https://apidocs.fortellis.io/
    email: mbd_support@cdk.com
servers:
- url: https://api.fortellis.io/sales/v1/elead
  description: CDK Fortellis gateway - Elead Vehicle Sales APIs
tags:
- name: Opportunities
  description: Sales opportunities (leads), vehicles of interest, trade-ins, sales team, emails.
- name: Customers
  description: Prospect and customer records and their owned vehicles.
- name: Activities
  description: Sales activities, appointments, and activity history. Endpoints modeled.
- name: Reference Data
  description: Lookup data supporting the other Vehicle Sales APIs.
paths:
  /customers:
    post:
      tags: [Customers]
      operationId: Customers_CreateCustomer
      summary: Create a prospect/customer
      description: Creates a prospect/customer and returns the uniquely assigned Elead customer Id.
      parameters:
      - $ref: '#/components/parameters/RequestId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Customer'
      responses:
        '201':
          description: Customer created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
  /customers/search:
    get:
      tags: [Customers]
      operationId: Customers_SearchCustomers
      summary: Search customers
      description: Search prospects/customers by first name, last name, phone number, or email address.
      parameters:
      - name: firstName
        in: query
        schema: { type: string }
      - name: lastName
        in: query
        schema: { type: string }
      - name: phoneNumber
        in: query
        schema: { type: string }
      - name: emailAddress
        in: query
        schema: { type: string }
      - name: page
        in: query
        schema: { type: integer, format: int32 }
      - name: pageSize
        in: query
        schema: { type: integer, format: int32 }
      - $ref: '#/components/parameters/RequestId'
      responses:
        '200':
          description: Paged customer search results
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SearchCustomersResponse'
  /customers/{customerId}:
    get:
      tags: [Customers]
      operationId: Customers_GetCustomer
      summary: Get customer by Id
      parameters:
      - $ref: '#/components/parameters/CustomerId'
      - $ref: '#/components/parameters/RequestId'
      responses:
        '200':
          description: Customer record
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
    put:
      tags: [Customers]
      operationId: Customers_UpdateCustomer
      summary: Update a customer
      parameters:
      - $ref: '#/components/parameters/CustomerId'
      - $ref: '#/components/parameters/RequestId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Customer'
      responses:
        '200':
          description: Updated customer
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
  /customers/{customerId}/vehicles:
    get:
      tags: [Customers]
      operationId: Customers_GetCustomerOwnedVehicles
      summary: Get customer owned vehicles
      parameters:
      - $ref: '#/components/parameters/CustomerId'
      - $ref: '#/components/parameters/RequestId'
      responses:
        '200':
          description: Customer owned vehicle records
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CustomerVehicle'
  /opportunities:
    post:
      tags: [Opportunities]
      operationId: Opportunities_CreateOpportunity
      summary: Create a new opportunity
      description: Creates a new opportunity for an existing customer record.
      parameters:
      - $ref: '#/components/parameters/RequestId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Opportunity'
      responses:
        '201':
          description: Opportunity created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Opportunity'
  /opportunities/search:
    get:
      tags: [Opportunities]
      operationId: Opportunities_Search
      summary: Query opportunities by date range
      parameters:
      - name: dateFrom
        in: query
        schema: { type: string, format: date-time }
      - name: dateTo
        in: query
        schema: { type: string, format: date-time }
      - name: page
        in: query
        schema: { type: integer, format: int32 }
      - name: pageSize
        in: query
        schema: { type: integer, format: int32 }
      - $ref: '#/components/parameters/RequestId'
      responses:
        '200':
          description: Paged opportunities
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SearchOpportunitiesResponse'
  /opportunities/searchDelta:
    get:
      tags: [Opportunities]
      operationId: Opportunities_SearchDelta
      summary: Query opportunities changed since a date/time (within the past 7 days)
      parameters:
      - name: dateFrom
        in: query
        schema: { type: string, format: date-time }
      - name: page
        in: query
        schema: { type: integer, format: int32 }
      - name: pageSize
        in: query
        schema: { type: integer, format: int32 }
      - $ref: '#/components/parameters/RequestId'
      responses:
        '200':
          description: Paged delta opportunities
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SearchOpportunitiesResponse'
  /opportunities/{opportunityId}/comments:
    post:
      tags: [Opportunities]
      operationId: Opportunities_AddComment
      summary: Add a comment to an opportunity
      parameters:
      - $ref: '#/components/parameters/OpportunityId'
      - $ref: '#/components/parameters/RequestId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                comment: { type: string }
      responses:
        '200':
          description: Comment added
  /opportunities/{opportunityId}/email:
    post:
      tags: [Opportunities]
      operationId: Opportunities_SendEmail
      summary: Send an email and create the corresponding activity
      parameters:
      - $ref: '#/components/parameters/OpportunityId'
      - $ref: '#/components/parameters/RequestId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required: [from, recipients, subject, body, isHtml]
              properties:
                from: { type: string }
                recipients:
                  type: array
                  items: { type: string }
                carbonCopies:
                  type: array
                  items: { type: string }
                subject: { type: string }
                body: { type: string }
                isHtml: { type: boolean }
      responses:
        '200':
          description: Email sent and activity created
          content:
            application/json:
              schema:
                type: object
                properties:
                  activityId: { type: string, format: uuid }
  /reference/opportunitySources:
    get:
      tags: [Reference Data]
      operationId: GetCompanyOpportunitySources
      summary: Get opportunity sources for the company and up types
      parameters:
      - name: upType
        in: query
        schema: { type: string }
      - $ref: '#/components/parameters/RequestId'
      responses:
        '200': { description: Opportunity sources }
  /reference/vehicles/makes:
    get:
      tags: [Reference Data]
      operationId: GetVehicleMakes
      summary: Get available vehicle makes by year and class
      parameters:
      - name: year
        in: query
        required: true
        schema: { type: integer }
      - name: class
        in: query
        schema: { type: string }
      - $ref: '#/components/parameters/RequestId'
      responses:
        '200': { description: Vehicle makes }
  /activities:
    post:
      tags: [Activities]
      operationId: Activities_CreateActivity
      summary: Create a scheduled or completed activity (MODELED)
      description: >-
        Endpoint modeled from CDK/Elead product descriptions - not confirmed
        against a public reference. Verify in the Fortellis directory.
      x-endpoints-modeled: true
      parameters:
      - $ref: '#/components/parameters/RequestId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                opportunityId: { type: string, format: uuid }
                type: { type: string }
                scheduledDate: { type: string, format: date-time }
                isCompleted: { type: boolean }
                comments: { type: string }
      responses:
        '201':
          description: Activity created (modeled)
  /activities/history:
    get:
      tags: [Activities]
      operationId: Activities_GetHistory
      summary: Query sales activity history with comments (MODELED)
      description: >-
        Endpoint modeled from CDK/Elead product descriptions - not confirmed
        against a public reference. Verify in the Fortellis directory.
      x-endpoints-modeled: true
      parameters:
      - name: opportunityId
        in: query
        schema: { type: string, format: uuid }
      - $ref: '#/components/parameters/RequestId'
      responses:
        '200':
          description: Activity history (modeled)
components:
  securitySchemes:
    fortellisClientId:
      type: apiKey
      in: header
      name: client_id
      description: Fortellis-issued client id for the solution.
    fortellisClientSecret:
      type: apiKey
      in: header
      name: client_secret
      description: Fortellis-issued client secret for the solution.
    subscriptionId:
      type: apiKey
      in: header
      name: Subscription-Id
      description: Per-dealer subscription identifier provided when the dealer activates the app.
  parameters:
    RequestId:
      name: Request-Id
      in: header
      required: true
      description: GUID correlation id echoed back on the response.
      schema:
        type: string
        format: uuid
    CustomerId:
      name: customerId
      in: path
      required: true
      schema:
        type: string
        format: uuid
    OpportunityId:
      name: opportunityId
      in: path
      required: true
      schema:
        type: string
        format: uuid
  schemas:
    Customer:
      type: object
      properties:
        id: { type: string, format: uuid }
        isBusiness: { type: boolean }
        businessName: { type: string }
        businessContact: { type: string }
        title: { type: string }
        firstName: { type: string }
        middleName: { type: string }
        lastName: { type: string }
        nickname: { type: string }
        birthday: { type: string, format: date-time }
        emails:
          type: array
          items: { $ref: '#/components/schemas/CustomerEmail' }
        phones:
          type: array
          items: { $ref: '#/components/schemas/CustomerPhone' }
        address: { $ref: '#/components/schemas/CustomerAddress' }
    CustomerEmail:
      type: object
      properties:
        address: { type: string }
        emailType: { type: string }
        doNotEmail: { type: boolean }
        isPreferred: { type: boolean }
    CustomerPhone:
      type: object
      properties:
        number: { type: string }
        phoneType: { type: string }
        preferredTimeToContact: { type: string }
        doNotCall: { type: boolean }
        doNotText: { type: boolean }
        preferCall: { type: boolean }
        preferText: { type: boolean }
    CustomerAddress:
      type: object
      properties:
        addressLine1: { type: string }
        addressLine2: { type: string }
        city: { type: string }
        state: { type: string }
        zip: { type: string }
        country: { type: string }
        county: { type: string }
        doNotMail: { type: boolean }
        isPreferred: { type: boolean }
    CustomerVehicle:
      type: object
      properties:
        id: { type: string, format: uuid }
        year: { type: integer }
        make: { type: string }
        model: { type: string }
        trim: { type: string }
        vin: { type: string }
        mileage: { type: integer }
        exteriorColor: { type: string }
        interiorColor: { type: string }
    SearchCustomersResponse:
      type: object
      properties:
        items:
          type: array
          items: { $ref: '#/components/schemas/Customer' }
        totalItems: { type: integer }
        totalPages: { type: integer }
        pageNumber: { type: integer }
        pageSize: { type: integer }
    Opportunity:
      type: object
      properties:
        id: { type: string, format: uuid }
        customerId: { type: string, format: uuid }
        dateIn: { type: string, format: date-time }
        source: { type: string }
        subSource: { type: string }
        status: { type: string }
        subStatus: { type: string }
        upType: { type: string }
        soughtVehicles:
          type: array
          items: { $ref: '#/components/schemas/VehicleSought' }
        tradeIns:
          type: array
          items: { $ref: '#/components/schemas/VehicleTradeIn' }
    VehicleSought:
      type: object
      properties:
        id: { type: string, format: uuid }
        isNew: { type: boolean }
        yearFrom: { type: integer }
        yearTo: { type: integer }
        make: { type: string }
        model: { type: string }
        trim: { type: string }
        vin: { type: string }
        priceFrom: { type: number }
        priceTo: { type: number }
        maxMileage: { type: integer }
        stockNumber: { type: string }
        isPrimary: { type: boolean }
    VehicleTradeIn:
      type: object
      properties:
        id: { type: string, format: uuid }
        year: { type: integer }
        make: { type: string }
        model: { type: string }
        trim: { type: string }
        vin: { type: string }
        estimatedMileage: { type: integer }
        interiorColor: { type: string }
        exteriorColor: { type: string }
    SearchOpportunitiesResponse:
      type: object
      properties:
        items:
          type: array
          items: { $ref: '#/components/schemas/Opportunity' }
        totalItems: { type: integer }
        totalPages: { type: integer }
        pageNumber: { type: integer }
        pageSize: { type: integer }
security:
- fortellisClientId: []
  fortellisClientSecret: []
  subscriptionId: []