Hlix

Hlix CRM API

The sales pipeline over client accounts: deals, contacts, notes and the client record.

GitHub OpenAPI

Operations 10

GET /v1/api/crm/clients/{clientAccountId} Show a client's record: deals, contacts, timeline, projects and invoices #
GET /v1/api/crm/contacts List contacts #
POST /v1/api/crm/contacts Create a contact #
POST /v1/api/crm/deals Create a deal #
PATCH /v1/api/crm/deals/{dealId} Move a deal or edit its value, owner and next step #
PUT /v1/api/crm/deals/{dealId}/suggestion Replace a deal's suggested next step and draft with your own #
POST /v1/api/crm/deals/{dealId}/suggestion/regenerate Have the agent write a new suggested next step and draft #
POST /v1/api/crm/notes Add a note to a deal, contact or client timeline #
GET /v1/api/crm/pipeline Show the pipeline board and the last 30 days of outbound #
PUT /v1/api/crm/pipeline/stages/{stage}/probability Set the forecast odds of an open pipeline stage #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/hlix-ai/openapi/hlix-ai-crm-api-openapi.yml

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OpenAPI Specification

hlix-ai-crm-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: Explore the Hlix API for projects, agent teams, and delivery workflows. Authenticate with `x-api-key` and select a Workspace with `X-Organization-Id`. Session-only operations require a signed-in user session. Authentication setup.
  title: reference CRM API
  version: 1.0.0
servers:
- url: https://server.hlix.ai
  description: API server
security:
- apiKey: []
- sessionCookie: []
tags:


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# Full source: https://artifacts.apis.io/hlix-ai/openapi/hlix-ai-crm-api-openapi.yml