Infusionsoft (Keap) Lead Source Recurring Expenses API

The Lead Source Recurring Expenses API from Infusionsoft (Keap) — 3 operation(s) for lead source recurring expenses.

Documentation GitHub OpenAPI

Operations 12

GET /rest/v2/leadSources/{lead_source_id}/recurringExpenses Retrieves a list of lead source recurring expenses #

POST /rest/v2/leadSources/{lead_source_id}/recurringExpenses Create a Lead Source Recurring Expense #

GET /rest/v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id} Retrieve a Lead Source Recurring Expense #

DELETE /rest/v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id} Delete a Lead Source Recurring Expense #

PATCH /rest/v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id} Update a Lead Source Recurring Expense #

GET /rest/v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id}/expenses Retrieves a list of expenses incurred from a recurring expense #

GET /v2/leadSources/{lead_source_id}/recurringExpenses Retrieves a list of lead source recurring expenses #

POST /v2/leadSources/{lead_source_id}/recurringExpenses Create a Lead Source Recurring Expense #

GET /v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id} Retrieve a Lead Source Recurring Expense #

DELETE /v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id} Delete a Lead Source Recurring Expense #

PATCH /v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id} Update a Lead Source Recurring Expense #

GET /v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id}/expenses Retrieves a list of expenses incurred from a recurring expense #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Infusionsoft Lead Source Recurring Expenses API
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: '1.0'
  description: 'Operations tagged Lead Source Recurring Expenses across 4 of this provider''s published API definitions: infusionsoft-keap-sdk-v2-swagger-original.yml, infusionsoft-rest-v2-2025-11-05-openapi-original.json, infusionsoft-rest-v2-openapi-original.json, infusionsoft-rest-v2-openapi.json. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.keap.com/crm
- url: https://api.infusionsoft.com/crm/rest
- url: https://api.infusionsoft.com/crm
tags:
- name: Lead Source Recurring Expenses
paths:
  /rest/v2/leadSources/{lead_source_id}/recurringExpenses:
    get:
      tags:
      - Lead Source Recurring Expenses
      summary: Retrieves a list of lead source recurring expenses
      description: Retrieves a list of recurring expenses with lead_source_id and optional 'filter' query param
      operationId: listLeadSourceRecurringExpenses
      parameters:
      - name: filter
        in: query
        description: 'Filter to apply, allowed fields are:


          - (String) `title`

          - (Long) `amount`

          - (String) `start_time`

          - (String) `end_time`

          - (String) `next_expense_time`

          - (String) `create_time`

          - (String) `update_time`


          You will need to apply the `==` operator to check the equality of one of the filters with your searched

          word, in the encoded form `%3D%3D`. For the filters listed above, here are some examples:


          - `filter=amount%3D%3D2500`

          - `filter=next_expense_time%3D%3D2024-12-22T01:00:00.000Z`'
        required: false
        schema:
          type: string
      - name: lead_source_id
        in: path
        description: The ID of the lead source this recurring expense belongs to. Use '-' as a wildcard to list recurring expenses across all lead sources.
        required: true
        schema:
          type: string
        example: '-'
      - name: order_by
        in: query
        description: 'Attribute and direction to order items.

          One of the following fields:

          - `title`

          - `amount`

          - `start_time`

          - `end_time`

          - `next_expense_time`

          - `create_time`

          - `update_time`


          One of the following directions:

          - `asc`

          - `desc`'
        required: false
        schema:
          type: string
      - name: page_size
        in: query
        description: Total number of items to return per page
        required: false
        schema:
          type: integer
          format: int32
          maximum: 1000
          minimum: 0
        example: 0
      - name: page_token
        in: query
        description: Page token
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListLeadSourceRecurringExpensesResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    post:
      tags:
      - Lead Source Recurring Expenses
      summary: Create a Lead Source Recurring Expense
      description: Creates a new Lead Source Recurring Expense
      operationId: createLeadSourceRecurringExpense
      parameters:
      - name: lead_source_id
        in: path
        description: The ID of the lead source this recurring expense belongs to
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateLeadSourceRecurringExpenseRequest'
        required: true
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadSourceRecurringExpense'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id}:
    get:
      tags:
      - Lead Source Recurring Expenses
      summary: Retrieve a Lead Source Recurring Expense
      description: Retrieves a Lead Source Recurring Expense using leadSourceId and leadSourceRecurringExpenseId
      operationId: getLeadSourceRecurringExpense
      parameters:
      - name: lead_source_id
        in: path
        description: The ID of the lead source this recurring expense belongs to
        required: true
        schema:
          type: string
      - name: lead_source_recurring_expense_id
        in: path
        description: The ID of a lead source recurring expense
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadSourceRecurringExpense'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    delete:
      tags:
      - Lead Source Recurring Expenses
      summary: Delete a Lead Source Recurring Expense
      description: Deletes a new Lead Source Recurring Expense that belongs to a Lead Source
      operationId: deleteLeadSourceRecurringExpense
      parameters:
      - name: lead_source_id
        in: path
        description: The ID of the lead source this recurring expense belongs to
        required: true
        schema:
          type: string
      - name: lead_source_recurring_expense_id
        in: path
        description: The ID of a lead source recurring expense
        required: true
        schema:
          type: string
      responses:
        '204':
          description: No Content
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    patch:
      tags:
      - Lead Source Recurring Expenses
      summary: Update a Lead Source Recurring Expense
      description: Updates a Lead Source Recurring Expense
      operationId: updateLeadSourceRecurringExpense
      parameters:
      - name: lead_source_id
        in: path
        description: The ID of the lead source this recurring expense belongs to
        required: true
        schema:
          type: string
      - name: lead_source_recurring_expense_id
        in: path
        description: The ID of a lead source recurring expense
        required: true
        schema:
          type: string
      - name: update_mask
        in: query
        description: An optional list of properties to be updated. If set, only the provided properties will be updated and others will be skipped.
        required: false
        schema:
          type: array
          items:
            type: string
            enum:
            - title
            - notes
            - amount
            - start_time
            - end_time
          uniqueItems: true
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LeadSourceRecurringExpenseUpdateRequest'
        required: true
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadSourceRecurringExpense'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /rest/v2/leadSources/{lead_source_id}/recurringExpenses/{lead_source_recurring_expense_id}/expenses:
    get:
      tags:
      - Lead Source Recurring Expenses
      summary: Retrieves a list of expenses incurred from a recurring expense
      description: Retrieves a list of expenses incurred from a recurring expense
      operationId: listExpensesIncurredFromLeadSourceRecurringExpense
      parameters:
      - name: filter
        in: query
        description: 'Filter to apply, allowed fields are:


          - (String) `title`

          - (Long) `amount`

          - (String) `incurred_time`

          - (String) `create_time`

          - (String) `update_time`


          You will need to apply the `==` operator to check the equality of one of the filters with your searched

          word, in the encoded form `%3D%3D`. For the filters listed above, here are some examples:


          - `filter=amount%3D%3D2500`

          - `filter=incurred_time%3D%3D2024-12-22T01:00:00.000Z`'
        required: false
        schema:
          type: string
      - name: lead_source_id
        in: path
        description: The ID of the lead source this recurring expense belongs to
        required: true
        schema:
          type: string
      - name: lead_source_recurring_expense_id
        in: path
        description: The ID of a lead source recurring expense
        required: true
        schema:
          type: string
      - name: order_by
        in: query
        description: 'Attribute and direction to order items.

          One of the following fields:


          - `title`

          - `amount`

          - `incurred_time`

          - `create_time`

          - `update_time`


          One of the following directions:

          - `asc`

          - `desc`'
        required: false
        schema:
          type: string
      - name: page_size
        in: query
        description: Total number of items to return per page
        required: false
        schema:
          type: integer
          format: int32
          maximum: 1000
          minimum: 0
        example: 0
      - name: page_token
        in: query
        description: Page token
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListLeadSourceExpensesResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: Conflict
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '501':
          description: Method Not Implemented
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      security:
      - oauth2: []
    servers:
    - url: https://api.keap.com/crm
  /v2/leadSources/{lead_source_id}/recurringExpenses:
    get:
      tags:
      - Lead Source Recurring Expenses
      summary: Retrieves a list of lead source recurring expenses
      description: Retrieves a list of recurring expenses with lead_source_id and optional 'filter' query param
      operationId: listLeadSourceRecurringExpensesUsingGET
      parameters:
      - name: filter
        in: query
        description: 'Filter to apply, allowed fields are:


          - (String) `title`

          - (Long) `amount`

          - (String) `start_time`

          - (String) `end_time`

          - (String) `next_expense_time`

          - (String) `create_time`

          - (String) `update_time`


          You will need to apply the `==` operator to check the equality of one of the filters with your searched

          word, in the encoded form `%3D%3D`. For the filters listed above, here are some examples:


          - `filter=amount%3D%3D2500`

          - `filter=next_expense_time%3D%3D2024-12-22T01:00:00.000Z`'
        schema:
          type: string
      - name: lead_source_id
        in: path
        description: The ID of the lead source this recurring expense belongs to
        required: true
        schema:
          type: string
      - name: order_by
        in: query
        description: 'Attribute and direction to order items.

          One of the following fields:

          - `title`

          - `amount`

          - `start_time`

          - `end_time`

          - `next_expense_time`

          - `create_time`

          - `update_time`


          One of the following directions:

          - `asc`

          - `desc`'
        schema:
          type: string
      - name: page_size
        in: query
        description: Total number of items to return per page
        schema:
          maximum: 1000
          minimum: 1
          type: integer
          format: int32
        example: 0
      - name: page_token
        in: query
        description: Page token
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                title: ListLeadSourceRecurringExpensesResponse
                type: object
                properties:
                  lead_source_recurring_expenses:
                    type: array
                    description: The lead source recurring expenses in the current page
                    items:
                      title: LeadSourceRecurringExpense
                      type: object
                      properties:
                        amount:
                          title: CurrencyValue
                          type: object
                          properties:
                            amount:
                              type: integer
                              description: The price amount in the smallest currency unit
                              format: int64
                            currency_code:
                              type: string
                              description: Three-letter ISO currency code
                            formatted_amount:
                              type: string
                              description: The product amount formatted using the tenant's currency locale
                        create_time:
                          type: string
                          description: The time this lead source recurring expense was created
                        end_time:
                          type: string
                          description: The time this lead source recurring expense end
                        id:
                          type: string
                          description: The ID of the lead source recurring expense
                        lead_source_id:
                          type: string
                          description: The ID of the lead source the recurring expense belongs to
                        next_expense_time:
                          type: string
                          description: The time this lead source recurring expense will incur a new expense
                        notes:
                          type: string
                          description: The notes for the lead source recurring expense
                        start_time:
                          type: string
                          description: The time this lead source recurring expense starts
                        title:
                          type: string
                          description: The title of the lead source recurring expense
                        update_time:
                          type: string
                          description: The time this lead source recurring expense was last updated
                  next_page_token:
                    type: string
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                title: Error
                type: object
                properties:
                  cause:
                    title: Throwable
                    type: object
                    properties:
                      cause:
                        $ref: '#/components/schemas/Throwable'
                      localizedMessage:
                        type: string
                      message:
                        type: string
                      stackTrace:
                        type: array
                        items:
                          title: StackTraceElement
                          type: object
                          properties:
                            classLoaderName:
                              type: string
                            className:
                              type: string
                            fileName:
                              type: string
                            lineNumber:
                              type: integer
                              format: int32
                            methodName:
                              type: string
                            moduleName:
                              type: string
                            moduleVersion:
                              type: string
                            nativeMethod:
                              type: boolean
                      suppressed:
                        type: array
                        items:
                          $ref: '#/components/schemas/Throwable'
                  localizedMessage:
                    type: string
                  message:
                    type: string
                  stackTrace:
                    type: array
                    items:
                      title: StackTraceElement
                      type: object
                      properties:
                        classLoaderName:
                          type: string
                        className:
                          type: string
                        fileName:
                          type: string
                        lineNumber:
                          type: integer
                          format: int32
                        methodName:
                          type: string
                        moduleName:
                          type: string
                        moduleVersion:
                          type: string
                        nativeMethod:
                          type: boolean
                  suppressed:
                    type: array
                    items:
                      title: Throwable
                      type: object
                      properties:
                        cause:
                          $ref: '#/components/schemas/Throwable'
                        localizedMessage:
                          type: string
                        message:
                          type: string
                        stackTrace:
                          type: array
                          items:
                            title: StackTraceElement
                            type: object
                            properties:
                              classLoaderName:
                                type: string
                              className:
                                type: string
                              fileName:
                                type: string
                              lineNumber:
                                type: integer
                                format: int32
                              methodName:
                                type: string
                              moduleName:
                                type: string
                              moduleVersion:
                                type: string
                              nativeMethod:
                                type: boolean
                        suppressed:
                          type: array
                          items:
                            $ref: '#/components/schemas/Throwable'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                title: Error
                type: object
                properties:
                  cause:
                    title: Throwable
                    type: object
                    properties:
                      cause:
                        $ref: '#/components/schemas/Throwable'
                      localizedMessage:
                        type: string
                      message:
                        type: string
                      stackTrace:
                        type: array
                        items:
                          title: StackTraceElement
                          type: object
                          properties:
                            classLoaderName:
                              type: string
                            className:
                              type: string
                            fileName:
                              type: string
                            lineNumber:
                              type: integer
                              format: int32
                            methodName:
                              type: string
                            moduleName:
                              type: string
                            moduleVersion:
                              type: string
                            nativeMethod:
                              type: boolean
                      suppressed:
                        type: array
                        items:
                          $ref: '#/components/schemas/Throwable'
                  localizedMessage:
                    type: string
                  message:
                    type: string
                  stackTrace:
                    type: array
                    items:
                      title: StackTraceElement
                      type: object
                      properties:
                        classLoaderName:
                          type: string
                        className:
                          type: string
                        fileName:
                          type: string
                        lineNumber:
                          type: integer
                          format: int32
                        methodName:
                          type: string
                        moduleName:
                          type: string
                        moduleVersion:
                          type: string
                        nativeMethod:
                          type: boolean
                  suppressed:
                    type: array
                    items:
                      title: Throwable
                      type: object
                      properties:
                        cause:
                          $ref: '#/components/schemas/Throwable'
                        localizedMessage:
                          type: string
                        message:
                          type: string
                        stackTrace:
                          type: array
                          items:
                            title: StackTraceElement
                            type: object
                            properties:
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                              className:
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                              fileName:
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                              lineNumber:
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                              methodName:
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                              moduleName:
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                              moduleVersion:
                                type: string
                              nativeMethod:
                                type: boolean
                        suppressed:
                          type: array
                          items:
                            $ref: '#/components/schemas/Throwable'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                title: Error
                type: object
                properties:
                  cause:
                    title: Throwable
                    type: object
                    properties:
                      cause:
                        $ref: '#/components/schemas/Throwable'
                      localizedMessage:
                        type: string
                      message:
                        type: string
                      stackTrace:
                        type: array
                        items:
                          title: StackTraceElement
                          type: object
                          properties:
                            classLoaderName:
                              type: string
            

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# Full source: https://raw.githubusercontent.com/api-evangelist/infusionsoft/refs/heads/main/openapi/infusionsoft-lead-source-recurring-expenses-api-openapi.yml