Pomo

Pomo CRM API

The crm API from Pomo — 5 operation(s) for crm.

Documentation GitHub OpenAPI

Business capability

Customer Relationship Management BC-420

Operations 6

POST /api/crm/sync/hubspot Sync People To Hubspot #

GET /api/crm/audiences Get Audiences #

POST /api/crm/audiences/add Add To Audience #

GET /api/crm/settings Get Crm Settings #

PUT /api/crm/settings Update Crm Settings #

GET /api/crm/approver-group Get Approver Group #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: GPT Backend CRM API
  version: 0.1.0
servers:
- url: https://api.usepomo.ai
  description: Base URL declared by the provider in apis.yml (roadmap#122).
tags:
- name: crm
paths:
  /api/crm/sync/hubspot:
    post:
      tags:
      - crm
      summary: Sync People To Hubspot
      description: 'Stage or execute a HubSpot sync for the given People.


        Direct path (policy off) upserts immediately; governed path (policy on, or

        any agent-initiated request) creates a ChangeRequest gated by the CRM Sync

        Approvers group. One-diff parity is preserved by build_sync_diff.'
      operationId: sync_people_to_hubspot_api_crm_sync_hubspot_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CrmSyncRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CrmSyncResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/crm/audiences:
    get:
      tags:
      - crm
      summary: Get Audiences
      operationId: get_audiences_api_crm_audiences_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CrmAudienceListResponse'
      security:
      - HTTPBearer: []
  /api/crm/audiences/add:
    post:
      tags:
      - crm
      summary: Add To Audience
      operationId: add_to_audience_api_crm_audiences_add_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CrmAudienceAddRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CrmAudienceAddResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/crm/settings:
    get:
      tags:
      - crm
      summary: Get Crm Settings
      operationId: get_crm_settings_api_crm_settings_get
      security:
      - HTTPBearer: []
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CrmSettingsResponse'
    put:
      tags:
      - crm
      summary: Update Crm Settings
      operationId: update_crm_settings_api_crm_settings_put
      security:
      - HTTPBearer: []
      parameters:
      - name: allow_inactive_subscription
        in: query
        required: false
        schema:
          type: boolean
          default: false
          title: Allow Inactive Subscription
      - name: X-Organization-Id
        in: header
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: X-Organization-Id
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CrmSettingsUpdateRequest'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CrmSettingsResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/crm/approver-group:
    get:
      tags:
      - crm
      summary: Get Approver Group
      operationId: get_approver_group_api_crm_approver_group_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CrmApproverGroupResponse'
      security:
      - HTTPBearer: []
components:
  schemas:
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    CrmSyncResponse:
      properties:
        status:
          type: string
          title: Status
        change_request_id:
          anyOf:
          - type: string
          - type: 'null'
          title: Change Request Id
        results:
          items:
            $ref: '#/components/schemas/CrmSyncResultItem'
          type: array
          title: Results
      type: object
      required:
      - status
      title: CrmSyncResponse
      description: "Response for POST /api/crm/sync/hubspot.\n\n`status` is the overall request outcome:\n  - \"synced\"           — direct path, all upserts succeeded\n  - \"partial\"          — direct path, some upserts failed\n  - \"failed\"           — direct path, all upserts failed\n  - \"pending_approval\" — governed path, ChangeRequest created"
    CrmApproverMember:
      properties:
        user_id:
          type: string
          title: User Id
        email:
          anyOf:
          - type: string
          - type: 'null'
          title: Email
        name:
          anyOf:
          - type: string
          - type: 'null'
          title: Name
      type: object
      required:
      - user_id
      title: CrmApproverMember
    CrmApproverGroupResponse:
      properties:
        group_id:
          type: string
          title: Group Id
        name:
          type: string
          title: Name
        description:
          anyOf:
          - type: string
          - type: 'null'
          title: Description
        members:
          items:
            $ref: '#/components/schemas/CrmApproverMember'
          type: array
          title: Members
      type: object
      required:
      - group_id
      - name
      title: CrmApproverGroupResponse
    CrmSettingsResponse:
      properties:
        company_profile_id:
          type: string
          title: Company Profile Id
        crm_sync_requires_approval:
          type: boolean
          title: Crm Sync Requires Approval
          default: false
        default_audience_group_id:
          anyOf:
          - type: string
          - type: 'null'
          title: Default Audience Group Id
      type: object
      required:
      - company_profile_id
      title: CrmSettingsResponse
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    CrmSettingsUpdateRequest:
      properties:
        crm_sync_requires_approval:
          anyOf:
          - type: boolean
          - type: 'null'
          title: Crm Sync Requires Approval
        default_audience_group_id:
          anyOf:
          - type: string
          - type: 'null'
          title: Default Audience Group Id
      type: object
      title: CrmSettingsUpdateRequest
    CrmAudienceAddRequest:
      properties:
        person_refs:
          items:
            type: string
          type: array
          maxItems: 500
          minItems: 1
          title: Person Refs
        group_id:
          anyOf:
          - type: string
          - type: 'null'
          title: Group Id
        new_group_name:
          anyOf:
          - type: string
            maxLength: 255
          - type: 'null'
          title: New Group Name
      type: object
      required:
      - person_refs
      title: CrmAudienceAddRequest
      description: 'Body for POST /api/crm/audiences/add.


        Either `group_id` (existing group) or `new_group_name` (create one) must be set.'
    CrmAudienceListResponse:
      properties:
        audiences:
          items:
            $ref: '#/components/schemas/CrmAudienceSummary'
          type: array
          title: Audiences
      type: object
      title: CrmAudienceListResponse
    CrmSyncRequest:
      properties:
        person_refs:
          items:
            type: string
          type: array
          maxItems: 200
          minItems: 1
          title: Person Refs
        fields_overrides:
          anyOf:
          - additionalProperties: true
            type: object
          - type: 'null'
          title: Fields Overrides
        note:
          anyOf:
          - type: string
            maxLength: 5000
          - type: 'null'
          title: Note
        mode:
          type: string
          title: Mode
          default: contact
      type: object
      required:
      - person_refs
      title: CrmSyncRequest
      description: 'Body for POST /api/crm/sync/hubspot.


        `person_refs` are the synthetic `{source}:{id}` keys from the People projection.

        `fields_overrides` lets the client patch the diff before staging (e.g. an

        email typed into the email-less notice). `mode` switches identity handling.'
    CrmAudienceAddResponse:
      properties:
        group:
          $ref: '#/components/schemas/CrmAudienceSummary'
        added:
          type: integer
          title: Added
          default: 0
        skipped_email_less:
          items:
            type: string
          type: array
          title: Skipped Email Less
        skipped_existing:
          type: integer
          title: Skipped Existing
          default: 0
      type: object
      required:
      - group
      title: CrmAudienceAddResponse
    CrmSyncResultItem:
      properties:
        person_ref:
          type: string
          title: Person Ref
        status:
          type: string
          title: Status
        email:
          anyOf:
          - type: string
          - type: 'null'
          title: Email
        identity_source:
          anyOf:
          - type: string
          - type: 'null'
          title: Identity Source
        hubspot_record_id:
          anyOf:
          - type: string
          - type: 'null'
          title: Hubspot Record Id
        hubspot_url:
          anyOf:
          - type: string
          - type: 'null'
          title: Hubspot Url
        change_request_id:
          anyOf:
          - type: string
          - type: 'null'
          title: Change Request Id
        diff:
          anyOf:
          - additionalProperties: true
            type: object
          - type: 'null'
          title: Diff
        error:
          anyOf:
          - type: string
          - type: 'null'
          title: Error
      type: object
      required:
      - person_ref
      - status
      title: CrmSyncResultItem
      description: Per-person outcome of a sync request (direct path) or staged op (governed).
    CrmAudienceSummary:
      properties:
        id:
          type: string
          title: Id
        name:
          type: string
          title: Name
        number_of_members:
          type: integer
          title: Number Of Members
          default: 0
        creation_date:
          anyOf:
          - type: string
          - type: 'null'
          title: Creation Date
      type: object
      required:
      - id
      - name
      title: CrmAudienceSummary
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer