Salesflare Custom Fields API

The Custom Fields API from Salesflare — 4 operation(s) for custom fields.

OpenAPI Specification

salesflare-custom-fields-api-openapi.yml Raw ↑
openapi: 3.0.0
info:
  title: Salesflare Accounts Custom Fields API
  version: 1.0.0
  description: '# Introduction


    ## Getting Started


    The Salesflare API allows you to access and build your own applications or integrations that interact with Salesflare.


    The Salesflare API provides a RESTful interface with JSON-formatted responses to access most Salesflare resources.


    ## Authentication


    The Salesflare API uses bearer token based authentication, which means you need to use the key-value pair "Authorization : Bearer APIKEY" in the header to authenticate.


    You can make an API key in ["Settings" > "API keys"](https://app.salesflare.com/#/settings/apikeys).


    Click on the large orange "+" button on the bottom right of the screen to create an API key.


    ![Screenshot API Key Settings](https://lib.salesflare.com/api_docs/screenshot_settings_apikeys.png?v=2)


    ## Requests


    All requests must be sent using HTTPS with TLS 1.2 or higher. Please make sure your developer tools support this version of TLS as older versions or SSL are not supported for security reasons.


    For PUT or POST requests (e.g. create, update), the payload must be provided as JSON in the request body.


    ## Responses


    Responses use HTTP status codes, with the most typical ones being:


    | Code                   | Meaning               |

    |------------------------|-----------------------|

    | Successful Responses                           |

    | 200                    | OK                    |

    | Error Responses                                |

    | 400                    | Bad Request           |

    | 401                    | Unauthorized          |

    | 404                    | Not Found             |

    | 429                    | Too Many Requests     |

    | 500                    | Internal Server Error |


    ## Testing


    We recommend testing our API with Postman.


    ### Download specification


    Our API is documented following the OpenAPI specification. You can download it [here](https://api.salesflare.com/openapi.json)


    ### Import in Postman


    To import the collection, open Postman and click Import, then select "Import From Link"


    Copy & Paste the following link and press the "Import" button:


    > https://api.salesflare.com/openapi.json


    ![Screenshot Postman Import](https://lib.salesflare.com/api_docs/screenshot_postman_import.png)


    ## Support


    For API questions and support, please email support@salesflare.com or click the chat bubble below.'
  contact:
    email: support@salesflare.com
  x-logo:
    url: https://lib.salesflare.com/api_docs/sf-logo-inverted.svg
    backgroundColor: '#0f1528'
    altText: Salesflare logo
servers:
- url: https://api.salesflare.com
tags:
- name: Custom Fields
paths:
  /customfields/types:
    get:
      summary: List custom field types
      operationId: getCustomfieldsTypes
      tags:
      - Custom Fields
      responses:
        default:
          description: Successful
          content:
            '*/*':
              schema:
                type: string
  /customfields/{itemClass}:
    get:
      summary: List custom fields of a type
      operationId: getCustomfieldsItemclass
      parameters:
      - name: itemClass
        in: path
        required: true
        schema:
          type: string
          enum:
          - accounts
          - contacts
          - opportunities
      - name: includeDisabled
        in: query
        schema:
          type: boolean
      - name: pipeline
        in: query
        schema:
          type: number
      - name: name
        in: query
        schema:
          type: string
      tags:
      - Custom Fields
      responses:
        default:
          description: Successful
          content:
            '*/*':
              schema:
                type: string
    post:
      summary: Create a custom field of a type
      operationId: postCustomfieldsItemclass
      parameters:
      - name: itemClass
        in: path
        required: true
        schema:
          type: string
          enum:
          - accounts
          - contacts
          - opportunities
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                type:
                  type: number
                name:
                  type: string
                enabled:
                  type: boolean
                archived:
                  type: boolean
                required:
                  type: boolean
                pipeline:
                  type: number
                predefined_customfield:
                  type: number
                users_can_add_options:
                  type: boolean
                options:
                  type: array
                  items:
                    type: object
                    properties:
                      id:
                        type: number
                      order:
                        type: number
                      archived:
                        type: boolean
                      name:
                        type: string
                    required:
                    - name
                order_alphabetically:
                  type: boolean
                  default: false
                min_number:
                  type: number
                max_number:
                  type: number
                min_date:
                  type: string
                  format: date-time
                max_date:
                  type: string
                  format: date-time
                default_boolean_value:
                  type: boolean
      tags:
      - Custom Fields
      responses:
        '200':
          description: Successful
          content:
            '*/*':
              schema:
                type: object
                properties:
                  id:
                    type: number
  /customfields/{itemClass}/{id}:
    get:
      summary: Get custom field details
      operationId: getCustomfieldsItemclassId
      parameters:
      - name: itemClass
        in: path
        required: true
        schema:
          type: string
          enum:
          - accounts
          - contacts
          - opportunities
      - name: id
        in: path
        required: true
        schema:
          type: number
      tags:
      - Custom Fields
      responses:
        default:
          description: Successful
          content:
            '*/*':
              schema:
                type: string
    put:
      summary: Update a custom field
      operationId: putCustomfieldsItemclassId
      parameters:
      - name: itemClass
        in: path
        required: true
        schema:
          type: string
          enum:
          - accounts
          - contacts
          - opportunities
      - name: id
        in: path
        required: true
        schema:
          type: number
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                id:
                  type: number
                type:
                  type: number
                  description: Deprecated. Do not use this field.
                name:
                  type: string
                enabled:
                  type: boolean
                archived:
                  type: boolean
                required:
                  type: boolean
                pipeline:
                  type: number
                pipelineName:
                  type: string
                order:
                  type: number
                predefined_customfield:
                  type: number
                users_can_add_options:
                  type: boolean
                options:
                  type: array
                  items:
                    type: object
                    properties:
                      id:
                        type: number
                      order:
                        type: number
                      archived:
                        type: boolean
                      name:
                        type: string
                    required:
                    - name
                order_alphabetically:
                  type: boolean
                min_number:
                  type: number
                max_number:
                  type: number
                min_date:
                  type: string
                  format: date-time
                max_date:
                  type: string
                  format: date-time
              required:
              - id
      tags:
      - Custom Fields
      responses:
        default:
          description: Successful
          content:
            '*/*':
              schema:
                type: string
    delete:
      summary: Delete a custom field
      operationId: deleteCustomfieldsItemclassId
      parameters:
      - name: itemClass
        in: path
        required: true
        schema:
          type: string
          enum:
          - accounts
          - contacts
          - opportunities
      - name: id
        in: path
        required: true
        schema:
          type: number
      tags:
      - Custom Fields
      responses:
        default:
          description: Successful
          content:
            '*/*':
              schema:
                type: string
  /customfields/{itemClass}/{customFieldApiField}/options:
    get:
      summary: List a custom field's options
      operationId: getCustomfieldsItemclassCustomfieldapifieldOptions
      parameters:
      - name: itemClass
        in: path
        required: true
        schema:
          type: string
          enum:
          - accounts
          - contacts
          - opportunities
      - name: customFieldApiField
        in: path
        required: true
        schema:
          type: string
      - name: searchString
        in: query
        schema:
          type: string
      tags:
      - Custom Fields
      responses:
        default:
          description: Successful
          content:
            '*/*':
              schema:
                type: string
x-tagGroups:
- name: General
  tags:
  - Tasks
  - Accounts
  - Contacts
  - Opportunities
  - Workflows
  - Insights
- name: Interactions
  tags:
  - Calls
  - Meetings
  - Internal Notes
- name: User Management
  tags:
  - Users
  - Groups
- name: Configuration
  tags:
  - Regional Settings
  - Pipelines
  - Custom Fields
  - Email Data Sources
  - Tags
  - Filter Fields
  - Persons