FinanceGenius.AI CRM journeys API

The CRM journeys API from FinanceGenius.AI — 7 operation(s) for crm journeys.

GitHub OpenAPI

Operations 7

GET /api/v1/crm/journeys/playbooks Playbooks #
GET /api/v1/crm/journeys/winback Winback #
GET /api/v1/crm/journeys/templates Templates #
GET /api/v1/crm/journeys/stuck Stuck #
GET /api/v1/crm/journeys/lender-applications/{lender_application_ref} Lender Application #
GET /api/v1/crm/journeys/customers/{customer_ref}/winback Customer Winback #
GET /api/v1/crm/journeys/my-credit-plan My Credit Plan #

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OpenAPI Specification

financegenius-ai-crm-journeys-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Financegenius Ai CRM journeys API
  version: 1.0.0
  description: 'Operations tagged CRM journeys 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 journeys
paths:
  /api/v1/crm/journeys/playbooks:
    get:
      tags:
      - CRM journeys
      summary: Playbooks
      operationId: playbooks_api_v1_crm_journeys_playbooks_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/journeys/winback:
    get:
      tags:
      - CRM journeys
      summary: Winback
      operationId: winback_api_v1_crm_journeys_winback_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/journeys/templates:
    get:
      tags:
      - CRM journeys
      summary: Templates
      operationId: templates_api_v1_crm_journeys_templates_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/journeys/stuck:
    get:
      tags:
      - CRM journeys
      summary: Stuck
      description: Open lender-stage playbooks by stage, lender and tier, and stops in the window. Counts only.
      operationId: stuck_api_v1_crm_journeys_stuck_get
      parameters:
      - name: days
        in: query
        required: false
        schema:
          type: integer
          maximum: 90
          minimum: 1
          default: 30
          title: Days
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/journeys/lender-applications/{lender_application_ref}:
    get:
      tags:
      - CRM journeys
      summary: Lender Application
      operationId: lender_application_api_v1_crm_journeys_lender_applications__lender_application_ref__get
      parameters:
      - name: lender_application_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Lender Application Ref
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/journeys/customers/{customer_ref}/winback:
    get:
      tags:
      - CRM journeys
      summary: Customer Winback
      operationId: customer_winback_api_v1_crm_journeys_customers__customer_ref__winback_get
      parameters:
      - name: customer_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Customer Ref
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/journeys/my-credit-plan:
    get:
      tags:
      - CRM journeys
      summary: My Credit Plan
      description: 'The caller''s own plan (never anyone else''s): lever and route codes with fixed texts, the wait-until date.'
      operationId: my_credit_plan_api_v1_crm_journeys_my_credit_plan_get
      security:
      - HTTPBearer: []
      parameters:
      - name: language
        in: query
        required: false
        schema:
          type: string
          pattern: ^[a-z]{2}(-[A-Za-z]{2,4})?$
          default: en
          title: Language
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    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
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
  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)