Oneprofile Onboarding API
The Getting started checklist: a workspace's progress through the six steps from its first people search to its first launched sequence.
The Getting started checklist: a workspace's progress through the six steps from its first people search to its first launched sequence.
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openapi: 3.2.0
info:
contact:
email: support@getoneprofile.ai
name: Oneprofile Support
description: REST API reference for Oneprofile, the GTM data layer for your CRM. Manage tables, enrichments, and integrations. Authenticate with an API key to get started.
termsOfService: https://www.getoneprofile.ai/terms
title: Reference | Oneprofile Onboarding API
version: 1.0.42765316646
tags:
- description: 'The Getting started checklist: a workspace''s progress through the six steps from its first people search to its first launched sequence.'
name: Onboarding
paths:
/onboarding/:
get:
description: 'Get the organization''s Getting started checklist as its last sync left it: six steps from the first people search to the first launched sequence, and what the pending steps link to today. Reading changes nothing. `POST /onboarding/sync/` starts the checklist and ticks the steps the workspace has done; the dashboard syncs as it opens, and progress is also brought up to date daily.'
operationId: get_onboarding
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/OnboardingReadSchema'
description: Successful Response
'401':
content:
application/json:
schema:
$ref: '#/components/schemas/UnauthorizedResponse'
description: Unauthorized
'403':
content:
application/json:
schema:
$ref: '#/components/schemas/ForbiddenResponse'
description: Forbidden
'404':
content:
application/json:
schema:
$ref: '#/components/schemas/NotFoundResponse'
description: Nobody has opened the workspace yet, so it has no checklist.
'422':
content:
application/json:
schema:
$ref: '#/components/schemas/UnprocessableEntityResponse'
description: Invalid request made to the API.
'500':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Internal server error.
'502':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Bad gateway error.
'503':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Service unavailable.
security:
- APIKeyHeader: []
- HTTPBearer: []
summary: Get the Getting started checklist
tags:
- Onboarding
patch:
description: Hide the checklist widget for the whole organization. Idempotent. The checklist stays readable and keeps tracking progress; only the sidebar stops showing it.
operationId: dismiss_onboarding
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/OnboardingUpdateSchema'
required: true
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/OnboardingReadSchema'
description: Successful Response
'401':
content:
application/json:
schema:
$ref: '#/components/schemas/UnauthorizedResponse'
description: Unauthorized
'403':
content:
application/json:
schema:
$ref: '#/components/schemas/ForbiddenResponse'
description: Forbidden
'422':
content:
application/json:
schema:
$ref: '#/components/schemas/UnprocessableEntityResponse'
description: Invalid request made to the API.
'500':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Internal server error.
'502':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Bad gateway error.
'503':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Service unavailable.
security:
- APIKeyHeader: []
- HTTPBearer: []
summary: Hide the Getting started checklist
tags:
- Onboarding
/onboarding/sync/:
post:
description: Check the workspace for what the pending steps of the Getting started checklist ask for, complete the ones it finds and answer the checklist, so progress is right whether a step was done in the dashboard, through the API or from the Chrome extension. The first sync creates the checklist, and when the person calling made the workspace it also starts writing the business context from their company website. The dashboard calls this as it opens.
operationId: sync_onboarding
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/OnboardingReadSchema'
description: Successful Response
'401':
content:
application/json:
schema:
$ref: '#/components/schemas/UnauthorizedResponse'
description: Unauthorized
'403':
content:
application/json:
schema:
$ref: '#/components/schemas/ForbiddenResponse'
description: Forbidden
'422':
content:
application/json:
schema:
$ref: '#/components/schemas/UnprocessableEntityResponse'
description: Invalid request made to the API.
'500':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Internal server error.
'502':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Bad gateway error.
'503':
content:
application/json:
schema:
$ref: '#/components/schemas/ServerErrorResponse'
description: Service unavailable.
security:
- APIKeyHeader: []
- HTTPBearer: []
summary: Bring the Getting started checklist up to date
tags:
- Onboarding
components:
schemas:
ForbiddenResponse:
properties:
detail:
description: The detail of why the request is forbidden.
title: Detail
type: string
required:
- detail
title: ForbiddenResponse
type: object
UnprocessableEntityIssue:
properties:
input:
anyOf:
- type: string
- type: integer
- type: number
- type: boolean
- items: {}
type: array
- additionalProperties: true
type: object
description: The user's input that caused the error.
title: Input
loc:
description: The location of the error. Always contains 1 or 2 elements. The first element is the type of location (e.g. 'body', 'query', 'path', 'header'). The second element is the name of the field that caused the error. If the error is not related to a specific field, the second element is not present.
items:
type: string
title: Loc
type: array
msg:
description: The message of the error. The error message to show to the user.
title: Msg
type: string
type:
description: The type of the error. Useful for frontend code to handle different types of errors.
title: Type
type: string
required:
- loc
- msg
- type
- input
title: UnprocessableEntityIssue
type: object
ServerErrorResponse:
properties:
detail:
description: The detail of why the server returned an error.
title: Detail
type: string
required:
- detail
title: ServerErrorResponse
type: object
OnboardingItemReadSchema:
properties:
completed_at:
anyOf:
- format: date-time
type: string
- type: 'null'
title: Completed At
id:
format: uuid
title: Id
type: string
sort_order:
title: Sort Order
type: integer
step_key:
$ref: '#/components/schemas/OnboardingStepKey'
required:
- id
- step_key
- sort_order
- completed_at
title: OnboardingItemReadSchema
type: object
OnboardingTargetsReadSchema:
description: Where the pending steps deep-link; every field is null once the checklist is done.
properties:
draft_sequence_id:
anyOf:
- format: uuid
type: string
- type: 'null'
description: A draft sequence waiting to be launched; null when there is none.
title: Draft Sequence Id
latest_table_id:
anyOf:
- format: uuid
type: string
- type: 'null'
description: The newest table, for the add-column steps; null when there is none yet.
title: Latest Table Id
sender_profile_id:
anyOf:
- format: uuid
type: string
- type: 'null'
description: 'The sender whose LinkedIn tab the connect step opens: one that already sends email when there is one; null when the workspace has no sender.'
title: Sender Profile Id
required:
- latest_table_id
- sender_profile_id
- draft_sequence_id
title: OnboardingTargetsReadSchema
type: object
OnboardingReadSchema:
properties:
completed_at:
anyOf:
- format: date-time
type: string
- type: 'null'
description: When the last step was completed; null while any step is pending.
title: Completed At
created_at:
format: date-time
title: Created At
type: string
dismissed_at:
anyOf:
- format: date-time
type: string
- type: 'null'
description: When someone hid the checklist for the workspace; null while it shows.
title: Dismissed At
id:
format: uuid
title: Id
type: string
items:
description: The steps, in checklist order.
items:
$ref: '#/components/schemas/OnboardingItemReadSchema'
title: Items
type: array
targets:
$ref: '#/components/schemas/OnboardingTargetsReadSchema'
updated_at:
format: date-time
title: Updated At
type: string
required:
- id
- completed_at
- dismissed_at
- items
- targets
- created_at
- updated_at
title: OnboardingReadSchema
type: object
OnboardingStepKey:
description: 'The six steps a new workspace is walked through, named by outcome.
Stored as a plain string column, so a seventh step is a new member here
plus a row the next read seeds: no enum migration, no backfill.'
enum:
- find_leads
- add_enrichment
- add_ai_column
- connect_mailbox
- connect_linkedin
- launch_sequence
title: OnboardingStepKey
type: string
OnboardingUpdateSchema:
description: 'The change a person makes to the checklist: hiding it for the workspace.'
properties:
dismissed:
const: true
description: 'Send true to hide the checklist for the whole workspace. Hiding is one way: nothing shows the sidebar widget again.'
title: Dismissed
type: boolean
required:
- dismissed
title: OnboardingUpdateSchema
type: object
UnprocessableEntityResponse:
properties:
detail:
description: The detail of the error. This is the error message to show to the user. You should also use the issues field to show more detailed error messages per field. Use this field for a single liner error message.
title: Detail
type: string
issues:
description: The issues that caused the error. There can be multiple issues. Each issue is a user-facing error message.
items:
$ref: '#/components/schemas/UnprocessableEntityIssue'
title: Issues
type: array
required:
- detail
- issues
title: UnprocessableEntityResponse
type: object
UnauthorizedResponse:
properties:
detail:
description: The detail of why the request is unauthorized.
title: Detail
type: string
required:
- detail
title: UnauthorizedResponse
type: object
NotFoundResponse:
properties:
detail:
description: The detail of why the resource was not found.
title: Detail
type: string
required:
- detail
title: NotFoundResponse
type: object
securitySchemes:
APIKeyHeader:
in: header
name: X-API-Key
type: apiKey
HTTPBearer:
scheme: bearer
type: http