Revert Unified CRM Leads API

openapi: 3.0.3
info:
  title: Revert Unified API
  description: >-
    Revert is an open-source unified API for building product integrations. This
    specification describes the hosted REST surface at api.revert.dev, focused on
    the unified CRM category (contacts, leads, deals, companies, notes, tasks,
    events, users), the passthrough proxy, connection management, integration
    metadata, and webhooks. All CRM requests are authenticated with an
    `x-revert-api-token` (your Revert API key) and target a specific customer
    connection via `x-revert-t-id` (the tenant id captured when the customer
    linked their third-party tool through Revert's managed OAuth flow). Revert is
    AGPL-3.0 licensed and can be self-hosted.
  termsOfService: https://revert.dev
  contact:
    name: Revert
    url: https://revert.dev
  license:
    name: AGPL-3.0
    url: https://www.gnu.org/licenses/agpl-3.0.en.html
  version: '1.0'
servers:
  - url: https://api.revert.dev
    description: Revert hosted API
tags:
  - name: Connection
  - name: Metadata
  - name: Webhook
  - name: CRM Contacts
  - name: CRM Leads
  - name: CRM Deals
  - name: CRM Companies
  - name: CRM Notes
  - name: CRM Tasks
  - name: CRM Events
  - name: CRM Users
  - name: CRM Properties
  - name: CRM Proxy
components:
  securitySchemes:
    revertApiToken:
      type: apiKey
      in: header
      name: x-revert-api-token
      description: Your Revert API key (private token used from your backend).
  parameters:
    TenantId:
      name: x-revert-t-id
      in: header
      required: true
      description: The unique customer/tenant id used when the customer linked their account.
      schema:
        type: string
    ApiVersion:
      name: x-api-version
      in: header
      required: false
      description: Optional Revert API version. Latest is used when omitted.
      schema:
        type: string
    Fields:
      name: fields
      in: query
      required: false
      description: Comma-separated list of additional provider fields to return.
      schema:
        type: string
    Cursor:
      name: cursor
      in: query
      required: false
      description: Pagination cursor returned by a previous list response.
      schema:
        type: string
    PageSize:
      name: pageSize
      in: query
      required: false
      description: Number of records to return per page.
      schema:
        type: integer
    Id:
      name: id
      in: path
      required: true
      description: The unified record id.
      schema:
        type: string
  schemas:
    UnifiedResponse:
      type: object
      properties:
        status:
          type: string
          example: ok
        result:
          type: object
    UnifiedListResponse:
      type: object
      properties:
        status:
          type: string
          example: ok
        next:
          type: string
          nullable: true
          description: Cursor for the next page, or null when there are no more records.
        previous:
          type: string
          nullable: true
        results:
          type: array
          items:
            type: object
    Contact:
      type: object
      properties:
        id: { type: string }
        firstName: { type: string }
        lastName: { type: string }
        email: { type: string }
        phone: { type: string }
        additional: { type: object, description: Provider-specific fields passthrough. }
    Lead:
      type: object
      properties:
        id: { type: string }
        firstName: { type: string }
        lastName: { type: string }
        email: { type: string }
        phone: { type: string }
        additional: { type: object }
    Deal:
      type: object
      properties:
        id: { type: string }
        name: { type: string }
        amount: { type: number }
        stage: { type: string }
        probability: { type: number }
        associations: { type: object }
        additional: { type: object }
    Company:
      type: object
      properties:
        id: { type: string }
        name: { type: string }
        industry: { type: string }
        phone: { type: string }
        additional: { type: object }
    Note:
      type: object
      properties:
        id: { type: string }
        content: { type: string }
        associations: { type: object }
        additional: { type: object }
    Task:
      type: object
      properties:
        id: { type: string }
        subject: { type: string }
        body: { type: string }
        status: { type: string }
        dueDate: { type: string, format: date-time }
        additional: { type: object }
    Event:
      type: object
      properties:
        id: { type: string }
        type: { type: string }
        subject: { type: string }
        startDateTime: { type: string, format: date-time }
        endDateTime: { type: string, format: date-time }
        additional: { type: object }
    User:
      type: object
      properties:
        id: { type: string }
        firstName: { type: string }
        lastName: { type: string }
        email: { type: string }
        additional: { type: object }
    ProxyRequest:
      type: object
      properties:
        path:
          type: string
          description: Provider-native path to call, appended to the connected tool's base URL.
        method:
          type: string
          enum: [GET, POST, PUT, PATCH, DELETE]
        body:
          type: object
          description: Request body to forward to the provider.
    Connection:
      type: object
      properties:
        tenantId: { type: string }
        tpId: { type: string, description: Third-party provider id (e.g. hubspot, sfdc). }
        status: { type: string }
        createdAt: { type: string, format: date-time }
security:
  - revertApiToken: []
paths:
  /crm/ping:
    get:
      tags: [Connection]
      operationId: crmPing
      summary: Ping the CRM API to verify credentials and connection.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: Connection healthy.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedResponse' }
  /connections:
    get:
      tags: [Connection]
      operationId: getConnections
      summary: List all connections for the account.
      responses:
        '200':
          description: A list of connections.
          content:
            application/json:
              schema:
                type: array
                items: { $ref: '#/components/schemas/Connection' }
  /connection:
    get:
      tags: [Connection]
      operationId: getConnection
      summary: Get the connection for a given tenant.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: The connection.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/Connection' }
    delete:
      tags: [Connection]
      operationId: deleteConnection
      summary: Revoke and delete the connection for a given tenant.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: Connection deleted.
  /metadata/crms:
    get:
      tags: [Metadata]
      operationId: getCrmMetadata
      summary: Get CRM integration metadata for the account.
      description: Returns the supported apps, their status, and configuration used to render Revert's connection UI.
      responses:
        '200':
          description: Integration metadata.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedResponse' }
  /webhooks:
    get:
      tags: [Webhook]
      operationId: getWebhooks
      summary: List webhook subscriptions.
      responses:
        '200':
          description: A list of webhooks.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedResponse' }
    post:
      tags: [Webhook]
      operationId: createWebhook
      summary: Create a webhook subscription.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                url: { type: string }
                events: { type: array, items: { type: string } }
      responses:
        '201':
          description: Webhook created.
    delete:
      tags: [Webhook]
      operationId: deleteWebhook
      summary: Delete a webhook subscription.
      responses:
        '200':
          description: Webhook deleted.
  /crm/contacts:
    get:
      tags: [CRM Contacts]
      operationId: getContacts
      summary: List contacts from the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/ApiVersion'
        - $ref: '#/components/parameters/Fields'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A page of contacts.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
    post:
      tags: [CRM Contacts]
      operationId: createContact
      summary: Create a contact in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Contact' }
      responses:
        '201':
          description: Contact created.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedResponse' }
  /crm/contacts/{id}:
    get:
      tags: [CRM Contacts]
      operationId: getContact
      summary: Get a single contact by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/Fields'
      responses:
        '200':
          description: The contact.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedResponse' }
    patch:
      tags: [CRM Contacts]
      operationId: updateContact
      summary: Update a contact by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Contact' }
      responses:
        '200':
          description: Contact updated.
  /crm/contacts/search:
    post:
      tags: [CRM Contacts]
      operationId: searchContacts
      summary: Search contacts in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                searchCriteria: { type: object }
      responses:
        '200':
          description: Matching contacts.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
  /crm/leads:
    get:
      tags: [CRM Leads]
      operationId: getLeads
      summary: List leads from the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A page of leads.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
    post:
      tags: [CRM Leads]
      operationId: createLead
      summary: Create a lead in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Lead' }
      responses:
        '201':
          description: Lead created.
  /crm/leads/{id}:
    get:
      tags: [CRM Leads]
      operationId: getLead
      summary: Get a single lead by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: The lead.
    patch:
      tags: [CRM Leads]
      operationId: updateLead
      summary: Update a lead by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Lead' }
      responses:
        '200':
          description: Lead updated.
  /crm/leads/search:
    post:
      tags: [CRM Leads]
      operationId: searchLeads
      summary: Search leads in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                searchCriteria: { type: object }
      responses:
        '200':
          description: Matching leads.
  /crm/deals:
    get:
      tags: [CRM Deals]
      operationId: getDeals
      summary: List deals from the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A page of deals.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
    post:
      tags: [CRM Deals]
      operationId: createDeal
      summary: Create a deal in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Deal' }
      responses:
        '201':
          description: Deal created.
  /crm/deals/{id}:
    get:
      tags: [CRM Deals]
      operationId: getDeal
      summary: Get a single deal by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: The deal.
    patch:
      tags: [CRM Deals]
      operationId: updateDeal
      summary: Update a deal by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Deal' }
      responses:
        '200':
          description: Deal updated.
  /crm/deals/search:
    post:
      tags: [CRM Deals]
      operationId: searchDeals
      summary: Search deals in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                searchCriteria: { type: object }
      responses:
        '200':
          description: Matching deals.
  /crm/companies:
    get:
      tags: [CRM Companies]
      operationId: getCompanies
      summary: List companies from the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A page of companies.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
    post:
      tags: [CRM Companies]
      operationId: createCompany
      summary: Create a company in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Company' }
      responses:
        '201':
          description: Company created.
  /crm/companies/{id}:
    get:
      tags: [CRM Companies]
      operationId: getCompany
      summary: Get a single company by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: The company.
    patch:
      tags: [CRM Companies]
      operationId: updateCompany
      summary: Update a company by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Company' }
      responses:
        '200':
          description: Company updated.
  /crm/companies/search:
    post:
      tags: [CRM Companies]
      operationId: searchCompanies
      summary: Search companies in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                searchCriteria: { type: object }
      responses:
        '200':
          description: Matching companies.
  /crm/notes:
    get:
      tags: [CRM Notes]
      operationId: getNotes
      summary: List notes from the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A page of notes.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
    post:
      tags: [CRM Notes]
      operationId: createNote
      summary: Create a note in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Note' }
      responses:
        '201':
          description: Note created.
  /crm/notes/{id}:
    get:
      tags: [CRM Notes]
      operationId: getNote
      summary: Get a single note by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: The note.
    patch:
      tags: [CRM Notes]
      operationId: updateNote
      summary: Update a note by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Note' }
      responses:
        '200':
          description: Note updated.
  /crm/tasks:
    get:
      tags: [CRM Tasks]
      operationId: getTasks
      summary: List tasks from the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A page of tasks.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
    post:
      tags: [CRM Tasks]
      operationId: createTask
      summary: Create a task in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Task' }
      responses:
        '201':
          description: Task created.
  /crm/tasks/{id}:
    get:
      tags: [CRM Tasks]
      operationId: getTask
      summary: Get a single task by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: The task.
    patch:
      tags: [CRM Tasks]
      operationId: updateTask
      summary: Update a task by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Task' }
      responses:
        '200':
          description: Task updated.
  /crm/events:
    get:
      tags: [CRM Events]
      operationId: getEvents
      summary: List events from the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A page of events.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
    post:
      tags: [CRM Events]
      operationId: createEvent
      summary: Create an event in the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Event' }
      responses:
        '201':
          description: Event created.
  /crm/events/{id}:
    get:
      tags: [CRM Events]
      operationId: getEvent
      summary: Get a single event by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: The event.
    patch:
      tags: [CRM Events]
      operationId: updateEvent
      summary: Update an event by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/Event' }
      responses:
        '200':
          description: Event updated.
  /crm/users:
    get:
      tags: [CRM Users]
      operationId: getUsers
      summary: List CRM users (record owners) from the connected CRM.
      parameters:
        - $ref: '#/components/parameters/TenantId'
        - $ref: '#/components/parameters/Cursor'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A page of users.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedListResponse' }
  /crm/users/{id}:
    get:
      tags: [CRM Users]
      operationId: getUser
      summary: Get a single CRM user by id.
      parameters:
        - $ref: '#/components/parameters/Id'
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: The user.
  /crm/properties/{object}:
    get:
      tags: [CRM Properties]
      operationId: getProperties
      summary: List available properties for a CRM object.
      parameters:
        - name: object
          in: path
          required: true
          description: The CRM object type (e.g. contact, deal, company).
          schema: { type: string }
        - $ref: '#/components/parameters/TenantId'
      responses:
        '200':
          description: Available object properties.
          content:
            application/json:
              schema: { $ref: '#/components/schemas/UnifiedResponse' }
  /crm/proxy:
    post:
      tags: [CRM Proxy]
      operationId: crmProxy
      summary: Passthrough a raw request to the connected provider's native API.
      description: >-
        Forwards the supplied path, method, and body to the underlying connected
        CRM using Revert's managed OAuth token, for provider-specific endpoints not
        yet covered by the unified model.
      parameters:
        - $ref: '#/components/parameters/TenantId'
      requestBody:
        required: true
        content:
          application/json:
            schema: { $ref: '#/components/schemas/ProxyRequest' }
      responses:
        '200':
          description: Raw provider response, passed through.
          content:
            application/json:
              schema: { type: object }