The CRM API from Loopio — 2 operation(s) for crm.
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openapi: 3.2.0
info:
title: Loopio CRM API
description: Loopio's Public API
termsOfService: http://loopio.com/termsOfService
contact:
email: support@loopio.com
license:
name: Apache 2.0
url: http://www.apache.org/licenses/LICENSE-2.0.html
version: 1.0.0
servers:
- url: https://api.loopio.com/data/v2
description: Production server for the American datacenter
- url: https://api.eu.loopio.com/data/v2
description: Production server for the European datacenter
tags:
- name: CRM
paths:
/crm/{opportunityID}/projects:
parameters:
- name: opportunityID
in: path
required: true
schema:
type: string
- name: crmType
in: query
required: true
schema:
type: string
enum:
- MS_DYNAMICS
- SALESFORCE
get:
tags:
- CRM
summary: Get the list of viewable Projects associated with a given CRM Opportunity
operationId: listCRMProjects
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
properties:
projectIDs:
type: array
items:
type: integer
security:
- loopio_auth:
- crm:read
/projects/{projectId}/opportunityLink:
parameters:
- name: projectId
in: path
required: true
schema:
type: integer
post:
tags:
- CRM
summary: Link a Loopio Project and CRM Opportunity
description: 'Note: Confidential projects are currently not supported via API.'
operationId: createOpportunityLink
requestBody:
content:
application/json:
schema:
required:
- type
- opportunityId
type: object
properties:
opportunityId:
description: Accepts a 15 or 18 digit Salesforce ID or a Dynamics UUID
oneOf:
- type: string
pattern: '[a-zA-Z0-9]{18}|[a-zA-Z0-9]{15}'
- type: string
format: uuid
example:
- 123e4567-e89b-12d3-a456-426652340000
- 0063J000002e7A8QAI
type:
type: string
enum:
- SALESFORCE
- MS_DYNAMICS
examples:
Salesforce:
value:
type: SALESFORCE
opportunityId: 0063J000002e7A8QAI
summary: Salesforce opportunity IDs are 15 or 18 character alphanumeric strings
Dynamics:
value:
type: MS_DYNAMICS
opportunityId: 123e4567-e89b-12d3-a456-426652340000
summary: Microsoft Dynamics opportunity IDs use the UUID format
required: true
responses:
'201':
description: Created
content:
application/json:
schema:
type: object
properties:
projectId:
type: integer
opportunityId:
type: string
examples:
Salesforce:
value:
projectId: 123
opportunityId: 0063J000002e7A8QAI
Dynamics:
value:
projectId: 123
opportunityId: 123e4567-e89b-12d3-a456-426652340000
'400':
description: Invalid Opportunity
content:
application/json:
schema:
type: object
'403':
$ref: '#/components/responses/403'
'422':
$ref: '#/components/responses/422'
security:
- loopio_auth:
- crm:write
components:
responses:
'422':
description: Unprocessable Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
example:
name: UNPROCESSABLE_REQUEST
message: Unable to process request
debugId: 0fas3
'403':
description: No Permission
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
example:
name: NO_PERMISSION
message: No permission to access the resource
debugId: 0fas3
schemas:
Error:
type: object
properties:
name:
type: string
enum:
- FATAL_ERROR
- FORBIDDEN
- INVALID_REQUEST
- NO_PERMISSION
- RESOURCE_NOT_FOUND
- UNPROCESSABLE_REQUEST
- VALIDATION_ERROR
message:
type: string
debugId:
type: string
securitySchemes:
loopio_auth:
type: oauth2
flows:
authorizationCode:
authorizationUrl: /oauth2/authorize
tokenUrl: /oauth2/access_token
scopes:
mergeVariable:read: View Merge Variables
mergeVariable:write: Create/Edit Merge Variables
mergeVariable:delete: Delete Merge Variables
crm:read: List CRM opportunities linked to projects
crm:write: Link CRM opportunities to projects
customer.info:read: View customer information
file:read: Download files and view file information
file:delete: Delete files
library:read: List Library Entries and stacks, view Library Entries and Entry data
library:write: Create and update Library Entries and Entry data
library:delete: Delete Library Entries
project:read: List Projects, view Project data and source documents
project:write: Create and update Projects, Project data, and source documents
project:delete: Delete a Project
project.participant:read: List participants of a project
project.participant:write: Update participant information
role:read: List user assignable roles
user:read: List users, view user information
user:write: Update user information
webhook:read: View webhook subscriptions
webhook:write: Create & edit webhook subscriptions
webhook:delete: Delete webhook subscriptions
clientCredentials:
tokenUrl: /oauth2/access_token
scopes:
mergeVariable:read: View Merge Variables
mergeVariable:write: Create/Edit Merge Variables
mergeVariable:delete: Delete Merge Variables
crm:read: List CRM opportunities linked to projects
crm:write: Link CRM opportunities to projects
customer.info:read: View customer information
file:read: Download files and view file information
file:delete: Delete files
library:read: List Library Entries and stacks, view Library Entries and Entry data
library:write: Create and update Library Entries and Entry data
library:delete: Delete Library Entries
project:read: List Projects, view Project data and source documents
project:write: Create and update Projects, Project data, and source documents
project:delete: Delete a Project
project.participant:read: List participants of a project
project.participant:write: Update participant information
role:read: List user assignable roles
user:read: List users, view user information
user:write: Update user information
webhook:read: View webhook subscriptions
webhook:write: Create & edit webhook subscriptions
webhook:delete: Delete webhook subscriptions