FinanceGenius.AI CRM funnel and costs API

The CRM funnel and costs API from FinanceGenius.AI — 9 operation(s) for crm funnel and costs.

GitHub OpenAPI

Operations 9

POST /api/v1/crm/funnel/events Funnel Events #
GET /api/v1/crm/funnel/fields Funnel Fields #
GET /api/v1/crm/funnel/cpl Funnel Cpl #
POST /api/v1/crm/costs/ad-spend Ad Spend Import #
PUT /api/v1/crm/costs/campaigns Map Campaign #
GET /api/v1/crm/costs/campaigns/{campaign_id} Campaign Costs #
GET /api/v1/crm/costs/summary Costs Summary #
POST /api/v1/crm/costs/max-cpl Max Cpl Calculator #
GET /api/v1/crm/fit/summary Fit Summary #

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OpenAPI Specification

financegenius-ai-crm-funnel-and-costs-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Financegenius Ai CRM funnel and costs API
  version: 1.0.0
  description: 'Operations tagged CRM funnel and costs across 2 of this provider''s published API definitions: finmall-openapi.json, financegenius-ai-openapi.json. Each path carries the servers of the definition it was published in.'
tags:
- name: CRM funnel and costs
paths:
  /api/v1/crm/funnel/events:
    post:
      tags:
      - CRM funnel and costs
      summary: Funnel Events
      operationId: funnel_events_api_v1_crm_funnel_events_post
      responses:
        '202':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/funnel/fields:
    get:
      tags:
      - CRM funnel and costs
      summary: Funnel Fields
      operationId: funnel_fields_api_v1_crm_funnel_fields_get
      parameters:
      - name: form
        in: query
        required: true
        schema:
          type: string
          title: Form
      - name: product
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Product
      - name: channel
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Channel
      - name: campaign
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Campaign
      - name: language
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Language
      - name: surface
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Surface
      - name: date_from
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Date From
      - name: date_to
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Date To
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/funnel/cpl:
    get:
      tags:
      - CRM funnel and costs
      summary: Funnel Cpl
      description: 'Growth''s view: spend, completions, CPL and the verdict against max CPL; no payout inputs.'
      operationId: funnel_cpl_api_v1_crm_funnel_cpl_get
      parameters:
      - name: group_by
        in: query
        required: false
        schema:
          enum:
          - channel
          - campaign
          type: string
          default: channel
          title: Group By
      - name: product
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Product
      - name: date_from
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Date From
      - name: date_to
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Date To
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/costs/ad-spend:
    post:
      tags:
      - CRM funnel and costs
      summary: Ad Spend Import
      operationId: ad_spend_import_api_v1_crm_costs_ad_spend_post
      requestBody:
        content:
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/Body_ad_spend_import_api_v1_crm_costs_ad_spend_post'
        required: true
      responses:
        '201':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/costs/campaigns:
    put:
      tags:
      - CRM funnel and costs
      summary: Map Campaign
      operationId: map_campaign_api_v1_crm_costs_campaigns_put
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CampaignMapIn'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/costs/campaigns/{campaign_id}:
    get:
      tags:
      - CRM funnel and costs
      summary: Campaign Costs
      description: A database campaign's message cost to date, per channel (ex-GST, GST, units). No rate-card internals.
      operationId: campaign_costs_api_v1_crm_costs_campaigns__campaign_id__get
      parameters:
      - name: campaign_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Campaign Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/costs/summary:
    get:
      tags:
      - CRM funnel and costs
      summary: Costs Summary
      operationId: costs_summary_api_v1_crm_costs_summary_get
      parameters:
      - name: date_from
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Date From
      - name: date_to
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Date To
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/costs/max-cpl:
    post:
      tags:
      - CRM funnel and costs
      summary: Max Cpl Calculator
      operationId: max_cpl_calculator_api_v1_crm_costs_max_cpl_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/MaxCplIn'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/fit/summary:
    get:
      tags:
      - CRM funnel and costs
      summary: Fit Summary
      description: How many estimates were shown, by stage and gate status, and how many named a lender (R6 monitor).
      operationId: fit_summary_api_v1_crm_fit_summary_get
      parameters:
      - name: date_from
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Date From
      - name: date_to
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Date To
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    Body_ad_spend_import_api_v1_crm_costs_ad_spend_post:
      properties:
        platform:
          type: string
          enum:
          - google_ads
          - meta_ads
          title: Platform
        file:
          type: string
          contentMediaType: application/octet-stream
          title: File
      type: object
      required:
      - platform
      - file
      title: Body_ad_spend_import_api_v1_crm_costs_ad_spend_post
    CampaignMapIn:
      properties:
        platform:
          type: string
          enum:
          - google_ads
          - meta_ads
          title: Platform
        campaign_key:
          type: string
          maxLength: 100
          minLength: 1
          title: Campaign Key
        channel:
          type: string
          title: Channel
        utm_campaign:
          anyOf:
          - type: string
            maxLength: 100
          - type: 'null'
          title: Utm Campaign
      type: object
      required:
      - platform
      - campaign_key
      - channel
      title: CampaignMapIn
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    MaxCplIn:
      properties:
        c:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          title: C
        d:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          title: D
        payout_ex_gst:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          title: Payout Ex Gst
        k:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          title: K
        v_disb:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          title: V Disb
        v_lead:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          title: V Lead
        voice_share:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          title: Voice Share
        voice_call:
          anyOf:
          - type: number
          - type: string
          - type: 'null'
          title: Voice Call
      type: object
      title: MaxCplIn
      description: Any input left out takes Finance's current value (plan_inputs, model v6.4 Year 1 by default).
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer
x-refined-from:
- finmall-openapi.json
- financegenius-ai-openapi.json
x-provenance:
  method: harvested
  publisher: FinanceGenius.AI
  source: https://api.finmall.ai/openapi.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)