SmartMoving Opportunities API

openapi: 3.0.3
info:
  title: SmartMoving Open API
  description: >-
    The SmartMoving Open API lets moving companies read and write the core
    objects of their SmartMoving CRM and operations platform - customers,
    opportunities (quotes / estimates), leads, jobs (booked moves), payments,
    and follow-ups. The Open API is fronted by Azure API Management and is
    available to Growth Plan customers in two tiers: Basic (read-only, for
    reporting and analytics) and Premium (read/write plus webhooks, for full
    integration and automation). All Open API requests authenticate with an
    x-api-key header issued at Settings > Integrations > SmartMoving API; the
    Azure gateway may additionally require an Ocp-Apim-Subscription-Key.

    A separate, free Lead Provider API (POST /leads/from-provider/v2) is
    available on every SmartMoving plan and authenticates with a per-source
    providerKey query parameter instead of the Open API key; it is included
    here for completeness.

    Endpoints under Customers, Opportunities, Leads, and Jobs are confirmed
    against SmartMoving's documentation and community SDKs. Reference-data
    endpoints for branches, users, service types, and referral sources are
    modeled from the documented data model and marked with x-endpoint-status;
    verify exact paths and shapes in the SmartMoving Developer Portal.
  version: '1.0'
  contact:
    name: SmartMoving
    url: https://www.smartmoving.com
  license:
    name: Proprietary
    url: https://www.smartmoving.com/terms
servers:
  - url: https://api.smartmoving.com/api
    description: SmartMoving Open API (production)
security:
  - apiKeyAuth: []
tags:
  - name: Customers
    description: Customer (contact / account) records.
  - name: Opportunities
    description: Sales opportunities - quotes and estimates.
  - name: Leads
    description: Sales pipeline leads and their statuses.
  - name: Lead Provider
    description: Inbound lead intake from websites and third-party providers.
  - name: Jobs
    description: Jobs (booked moves) attached to opportunities.
  - name: Reference Data
    description: Account lookup data - branches, users, service types, referral sources.
paths:
  /customers:
    get:
      operationId: listCustomers
      tags:
        - Customers
      summary: List customers
      description: Lists customers in the account with pagination.
      x-endpoint-status: confirmed
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A paged list of customers.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerList'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createCustomer
      tags:
        - Customers
      summary: Create a customer (Premium)
      description: Creates a new customer. Requires the Premium (read/write) tier.
      x-endpoint-status: confirmed
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Customer'
      responses:
        '201':
          description: The created customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
  /customers/search:
    get:
      operationId: searchCustomers
      tags:
        - Customers
      summary: Search customers (Premium)
      description: Searches customers by a free-text query.
      x-endpoint-status: confirmed
      parameters:
        - name: query
          in: query
          required: true
          schema:
            type: string
          description: Free-text search term matched against customer fields.
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: Matching customers.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerList'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /customers/{id}:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: getCustomer
      tags:
        - Customers
      summary: Retrieve a customer
      description: Retrieves a single customer by ID.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The requested customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    put:
      operationId: updateCustomer
      tags:
        - Customers
      summary: Update a customer (Premium)
      description: Updates an existing customer. Requires the Premium tier.
      x-endpoint-status: confirmed
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Customer'
      responses:
        '200':
          description: The updated customer.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
  /customers/{id}/opportunities:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: listCustomerOpportunities
      tags:
        - Customers
      summary: List a customer's opportunities
      description: Lists the opportunities (quotes / estimates) belonging to a customer.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The customer's opportunities.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Opportunity'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /customers/{id}/storage-accounts:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: listCustomerStorageAccounts
      tags:
        - Customers
      summary: List a customer's storage accounts
      description: Lists the storage accounts associated with a customer.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The customer's storage accounts.
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
        '401':
          $ref: '#/components/responses/Unauthorized'
  /opportunities/{id}:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: getOpportunity
      tags:
        - Opportunities
      summary: Retrieve an opportunity
      description: Retrieves an opportunity (quote / estimate) by ID.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The requested opportunity.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Opportunity'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /opportunities/quote/{quoteNumber}:
    parameters:
      - name: quoteNumber
        in: path
        required: true
        schema:
          type: string
        description: The human-facing quote number.
    get:
      operationId: getOpportunityByQuote
      tags:
        - Opportunities
      summary: Retrieve an opportunity by quote number
      description: Retrieves an opportunity by its quote number.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The matching opportunity.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Opportunity'
        '404':
          $ref: '#/components/responses/NotFound'
  /opportunities/{id}/payments:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: listOpportunityPayments
      tags:
        - Opportunities
      summary: List an opportunity's payments
      description: Lists payments recorded against an opportunity.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The opportunity's payments.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Payment'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /opportunities/{id}/follow-ups:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: listOpportunityFollowUps
      tags:
        - Opportunities
      summary: List an opportunity's follow-ups (Premium)
      description: Lists follow-up tasks recorded against an opportunity.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The opportunity's follow-ups.
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createOpportunityFollowUp
      tags:
        - Opportunities
      summary: Create an opportunity follow-up (Premium)
      description: Creates a follow-up task against an opportunity. Requires the Premium tier.
      x-endpoint-status: confirmed
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
      responses:
        '201':
          description: The created follow-up.
          content:
            application/json:
              schema:
                type: object
        '403':
          $ref: '#/components/responses/Forbidden'
  /opportunities/{id}/jobs:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: listOpportunityJobs
      tags:
        - Jobs
      summary: List an opportunity's jobs
      description: Lists the jobs (booked moves) associated with an opportunity.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The opportunity's jobs.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Job'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createJob
      tags:
        - Jobs
      summary: Create a job (Premium)
      description: Creates a job (booked move) against an opportunity. Requires the Premium tier.
      x-endpoint-status: confirmed
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Job'
      responses:
        '201':
          description: The created job.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Job'
        '403':
          $ref: '#/components/responses/Forbidden'
  /jobs/{id}:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    delete:
      operationId: deleteJob
      tags:
        - Jobs
      summary: Delete a job (Premium)
      description: Deletes a job by ID. Requires the Premium tier.
      x-endpoint-status: confirmed
      responses:
        '204':
          description: The job was deleted.
        '403':
          $ref: '#/components/responses/Forbidden'
        '404':
          $ref: '#/components/responses/NotFound'
  /leads:
    get:
      operationId: listLeads
      tags:
        - Leads
      summary: List leads
      description: Lists leads in the account with pagination.
      x-endpoint-status: confirmed
      parameters:
        - $ref: '#/components/parameters/Page'
        - $ref: '#/components/parameters/PageSize'
      responses:
        '200':
          description: A paged list of leads.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadList'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /leads/{id}:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: getLead
      tags:
        - Leads
      summary: Retrieve a lead
      description: Retrieves a single lead by ID.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The requested lead.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Lead'
        '404':
          $ref: '#/components/responses/NotFound'
  /leads/statuses:
    get:
      operationId: listLeadStatuses
      tags:
        - Leads
      summary: List lead statuses
      description: Lists the lead statuses configured for the account.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The available lead statuses.
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
        '401':
          $ref: '#/components/responses/Unauthorized'
  /leads/salesperson/{id}:
    parameters:
      - $ref: '#/components/parameters/IdPath'
    get:
      operationId: listLeadsBySalesperson
      tags:
        - Leads
      summary: List leads by salesperson (Premium)
      description: Lists leads assigned to a given salesperson (user). Requires the Premium tier.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The salesperson's leads.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadList'
        '403':
          $ref: '#/components/responses/Forbidden'
  /leads/from-provider/v2:
    post:
      operationId: createLeadFromProvider
      tags:
        - Lead Provider
      summary: Submit a lead from a provider
      description: >-
        Pushes a new lead into a SmartMoving account from a website or
        third-party lead provider. Authenticated by a per-source providerKey
        query parameter rather than the Open API x-api-key, and free on every
        SmartMoving plan. Either the individual origin/destination address
        components or the *AddressFull fields may be supplied, but not both.
      x-endpoint-status: confirmed
      security: []
      parameters:
        - name: providerKey
          in: query
          required: true
          schema:
            type: string
          description: Per-source provider key from Settings > Sales > Lead Providers.
        - name: branchId
          in: query
          required: false
          schema:
            type: string
          description: Optional branch to route the lead to.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ProviderLead'
      responses:
        '200':
          description: The lead was accepted.
          content:
            application/json:
              schema:
                type: object
        '400':
          description: Invalid lead payload.
  /branches:
    get:
      operationId: listBranches
      tags:
        - Reference Data
      summary: List branches
      description: >-
        Lists the branches (locations) configured for the account. Modeled from
        the documented data model; verify the exact path in the Developer Portal.
      x-endpoint-status: modeled
      responses:
        '200':
          description: The account's branches.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Branch'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /users:
    get:
      operationId: listUsers
      tags:
        - Reference Data
      summary: List users
      description: >-
        Lists the users (staff / salespeople) in the account. Modeled from the
        documented data model; verify the exact path in the Developer Portal.
      x-endpoint-status: modeled
      responses:
        '200':
          description: The account's users.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/User'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /service-types:
    get:
      operationId: listServiceTypes
      tags:
        - Reference Data
      summary: List service types
      description: >-
        Lists the move service types configured for the account. Modeled from
        the documented data model; verify the exact path in the Developer Portal.
      x-endpoint-status: modeled
      responses:
        '200':
          description: The account's service types.
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
        '401':
          $ref: '#/components/responses/Unauthorized'
  /referral-sources:
    get:
      operationId: listReferralSources
      tags:
        - Reference Data
      summary: List referral sources
      description: >-
        Lists the referral / lead sources configured for the account. Modeled
        from the documented data model; verify the exact path in the Developer
        Portal.
      x-endpoint-status: modeled
      responses:
        '200':
          description: The account's referral sources.
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  securitySchemes:
    apiKeyAuth:
      type: apiKey
      in: header
      name: x-api-key
      description: >-
        Open API key issued at Settings > Integrations > SmartMoving API. The
        Azure API Management gateway may additionally require an
        Ocp-Apim-Subscription-Key header.
  parameters:
    Page:
      name: Page
      in: query
      required: false
      schema:
        type: integer
        default: 1
      description: 1-based page number.
    PageSize:
      name: PageSize
      in: query
      required: false
      schema:
        type: integer
        default: 25
      description: Number of records per page.
    IdPath:
      name: id
      in: path
      required: true
      schema:
        type: string
      description: The record identifier (GUID).
  responses:
    Unauthorized:
      description: Missing or invalid API key.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    Forbidden:
      description: The API key's tier does not permit this operation (write requires Premium).
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: The requested record was not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  schemas:
    Error:
      type: object
      properties:
        statusCode:
          type: integer
        message:
          type: string
    CustomerList:
      type: object
      properties:
        pageResults:
          type: array
          items:
            $ref: '#/components/schemas/Customer'
        totalResults:
          type: integer
        page:
          type: integer
        pageSize:
          type: integer
    Customer:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        emailAddress:
          type: string
        phoneNumber:
          type: string
        address:
          type: string
        createdOn:
          type: string
          format: date-time
    Opportunity:
      type: object
      properties:
        id:
          type: string
        quoteNumber:
          type: string
        customerId:
          type: string
        branchId:
          type: string
        status:
          type: string
        serviceType:
          type: string
        moveDate:
          type: string
          format: date
        estimatedTotal:
          type: number
    Job:
      type: object
      properties:
        id:
          type: string
        opportunityId:
          type: string
        jobNumber:
          type: string
        type:
          type: string
        jobDate:
          type: string
          format: date
        branchId:
          type: string
    Payment:
      type: object
      properties:
        id:
          type: string
        opportunityId:
          type: string
        amount:
          type: number
        method:
          type: string
        receivedOn:
          type: string
          format: date-time
    LeadList:
      type: object
      properties:
        pageResults:
          type: array
          items:
            $ref: '#/components/schemas/Lead'
        totalResults:
          type: integer
        page:
          type: integer
        pageSize:
          type: integer
    Lead:
      type: object
      properties:
        id:
          type: string
        firstName:
          type: string
        lastName:
          type: string
        phoneNumber:
          type: string
        email:
          type: string
        status:
          type: string
        referralSource:
          type: string
        branchId:
          type: string
        createdOn:
          type: string
          format: date-time
    ProviderLead:
      type: object
      required:
        - FirstName
      properties:
        FirstName:
          type: string
        LastName:
          type: string
        FullName:
          type: string
        PhoneNumber:
          type: string
        PhoneType:
          type: string
        Email:
          type: string
        MoveDate:
          type: string
          description: Move date in YYYYMMDD format.
        MoveSize:
          type: string
        Bedrooms:
          type: string
        ServiceType:
          type: string
        ReferralSource:
          type: string
        Notes:
          type: string
        OriginStreet:
          type: string
        OriginCity:
          type: string
        OriginState:
          type: string
        OriginZip:
          type: string
        OriginAddressFull:
          type: string
        DestinationStreet:
          type: string
        DestinationCity:
          type: string
        DestinationState:
          type: string
        DestinationZip:
          type: string
        DestinationAddressFull:
          type: string
        UtmSource:
          type: string
        UtmMedium:
          type: string
        UtmCampaign:
          type: string
        leadCost:
          type: number
    Branch:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        phoneNumber:
          type: string
        address:
          type: string
    User:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        email:
          type: string
        role:
          type: string