The Sales Account Custom Fields API from Vendasta — 1 operation(s) for sales account custom fields.
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openapi: 3.2.0
info:
title: Platform REST Sales Account Custom Fields API
version: Evergreen
servers:
- url: https://prod.apigateway.co/platform
description: Production
- description: Demo
url: https://demo.apigateway.co/platform
- description: Local
url: '{local}/platform'
- url: http://localhost:11001/platform
description: Localhost
tags:
- name: Sales Account Custom Fields
paths:
/salesAccountCustomFields/{id}:
parameters:
- schema:
type: string
name: id
in: path
required: true
example: AG-1231231
description: The ID of the Custom Fields - actually the same id of the Sales Account
patch:
summary: Update Custom Fields
operationId: patch-salesAccountCustomFields-by-id
requestBody:
content:
application/vnd.api+json:
schema:
type: object
properties:
data:
$ref: '#/components/schemas/salesAccountCustomFields'
required:
- data
examples:
Example with String, Date and Integer:
value:
data:
id: AG-1231231
type: salesAccountCustomFields
attributes:
partnerFields:
- fieldId: FieldID-123448ca-abc0-abc5-abc2-abc640bf4b99
integerValue: 1000
- fieldId: FieldID-987448ca-abc0-abc5-abc2-abc640bf4b99
dateValue: A good date value
- fieldId: FieldID-abc448ca-abc0-abc5-abc2-abc640bf4b99
stringValue: A good string value
Example some fields using externalId instead of fieldId:
value:
data:
id: AG-1231231
type: salesAccountCustomFields
attributes:
partnerFields:
- externalId: days-active
integerValue: 1000
- fieldId: FieldID-987448ca-abc0-abc5-abc2-abc640bf4b99
dateValue: A good date value
- externalId: custom-nickname
stringValue: A good string value
responses:
'200':
description: OK
content:
application/vnd.api+json:
schema:
type: object
properties:
data:
$ref: '#/components/schemas/salesAccountCustomFields'
examples:
Return Example:
value:
data:
id: AG-1231231
type: salesAccountCustomFields
attributes:
partnerFields:
- fieldId: FieldID-123448ca-abc0-abc5-abc2-abc640bf4b99
integerValue: 1000
title: Title of 123448ca field
description: Description for 123448ca field
fieldType: integer
- fieldId: FieldID-987448ca-abc0-abc5-abc2-abc640bf4b99
dateValue: A good date value
title: Title of 987448ca field
description: Description for 987448ca field
fieldType: date
- fieldId: FieldID-abc448ca-abc0-abc5-abc2-abc640bf4b99
stringValue: A good string value
title: Title of abc448ca field
description: Description for abc448ca field
fieldType: string
x-lifecycle:
status: trustedTester
description: 'Status: `Trusted Tester`
Custom Fields are an additional information attached to a Sales Account'
parameters:
- schema:
type: string
example: Bearer <Access Token>
pattern: ^Bearer\s\S+
in: header
name: Authorization
description: A Bearer access token to identify the user the app is acting on behalf of. See the Authorization guide for details.
required: true
- schema:
type: string
default: application/vnd.api+json
enum:
- application/vnd.api+json
in: header
name: Content-Type
required: true
description: Indicates the format of the request body being sent. In most cases you will want `application/vnd.api+json`
security:
- OAuth2Demo:
- sales.account
- OAuth2Prod:
- sales.account
tags:
- Sales Account Custom Fields
get:
summary: Get Custom Fields by ID
responses:
'200':
description: OK
content:
application/vnd.api+json:
schema:
type: object
properties:
data:
$ref: '#/components/schemas/salesAccountCustomFields'
links:
type: object
properties:
self:
type: string
format: uri
first:
type: string
description: Provides a link back to the first page of results
format: uri
next:
type: string
description: The URI at which the next batch of fields can be gotten from
format: uri
examples:
Return Example:
value:
data:
id: AG-1231231
type: salesAccountCustomFields
attributes:
partnerFields:
- fieldId: FieldID-123448ca-abc0-abc5-abc2-abc640bf4b99
integerValue: 1000
title: Title of 123448ca field
description: Description for 123448ca field
fieldType: integer
- fieldId: FieldID-987448ca-abc0-abc5-abc2-abc640bf4b99
dateValue: A good date value
title: Title of 987448ca field
description: Description for 987448ca field
fieldType: date
- fieldId: FieldID-abc448ca-abc0-abc5-abc2-abc640bf4b99
stringValue: A good string value
title: Title of abc448ca field
description: Description for abc448ca field
fieldType: string
operationId: get-salesAccountCustomFields-by-id
description: 'Status: `Trusted Tester`
Returns custom fields about a sales account.
Attributes can be set up at the partner administration page in Partner Center.'
security:
- OAuth2Demo:
- sales.account
- OAuth2Prod:
- sales.account
x-lifecycle:
status: trustedTester
tags:
- Sales Account Custom Fields
parameters:
- schema:
type: string
example: Bearer <Access Token>
pattern: ^Bearer\s\S+
in: header
name: Authorization
description: A Bearer access token to identify the user the app is acting on behalf of. See the Authorization guide for details.
options:
summary: List valid HTTP verbs for /salesAccountCustomFields/{id}
operationId: options-salesAccountCustomFields-by-id
responses:
'204':
description: No Content
description: Used solely for CORS the OPTIONS request returns the list of possible HTTP methods and other headers that browsers use to protect user's security. You should not call this operation directly.
tags:
- Sales Account Custom Fields
components:
schemas:
salesAccountCustomFields:
title: Sales Accounts Custom Fields
type: object
x-lifecycle:
status: trustedTester
description: '[Status](https://developers.vendasta.com/platform/ZG9jOjEwMTU2NTYy-versioning): `Trusted Tester`
Custom fields associated with a sales account. The field definitions can be managed at Partner Center -> Administration -> Custom Fields.
One form of identifier should be chosen, either `fieldId` or `externalId`.
`fieldId` is the computer generated ID (like `FieldID-abc448ca-abc0-abc5-abc2-abc640bf4b99`) and `externalId` is a optional human-readable ID that can be set in the administration panel.
Dropdown possible value and the currency code are also configured in the Administration panel.'
x-examples:
Custom Fields with string value Example:
data:
id: AG-1231231
type: salesAccountCustomFields
partnerFields:
- fieldId: FieldID-abc448ca-abc0-abc5-abc2-abc640bf4b99
stringValue: A good string value
title: Title of abc448ca field
description: Description for abc448ca field
fieldType: string
Custom Fields with integer value Example:
data:
id: AG-1231232
type: salesAccountCustomFields
partnerFields:
- fieldId: FieldID-123448ca-abc0-abc5-abc2-abc640bf4b99
integerValue: 1000
title: Title of 123448ca field
description: Description for 123448ca field
fieldType: integer
Custom Fields with Date value Example:
data:
id: AG-1231233
type: salesAccountCustomFields
partnerFields:
- fieldId: FieldID-987448ca-abc0-abc5-abc2-abc640bf4b99
dateValue: '2016-01-02T15:04:05Z'
title: Title of 987448ca field
description: Description for 987448ca field
fieldType: date
Custom Fields Full:
data:
id: AG-1231235
type: salesAccountCustomFields
partnerFields:
- fieldId: FieldID-abc448ca-abc0-abc5-abc2-abc640bf4b99
stringValue: A good string value
title: Title of abc448ca field
description: Description for abc448ca field
fieldType: string
- fieldId: FieldID-123448ca-abc0-abc5-abc2-abc640bf4b99
integerValue: 1000
title: Title of 123448ca field
description: Description for 123448ca field
fieldType: integer
- fieldId: FieldID-987448ca-abc0-abc5-abc2-abc640bf4b99
dateValue: '2022-01-02T15:04:05Z'
title: Title of 987448ca field
description: Description for 987448ca field
fieldType: date
- fieldId: FieldID-987448f2-abc0-abc5-abc2-abc640bf4b00
dropdownValue: red
title: Title of 987448f2 field
description: Description for 987448f2 field
fieldType: dropdown
- fieldId: FieldID-98744854-abc0-abc5-abc2-abc640bf4b01
currencyValue: 10000
title: Title of 98744854 field
description: Description for 98744854 field
fieldType: currency
currencyCode: CAD
Custom Fields with Dropdown Example:
data:
id: AG-1231233
type: salesAccountCustomFields
partnerFields:
- fieldId: FieldID-987448f2-abc0-abc5-abc2-abc640bf4b00
dropdownValue: red
title: Title of 987448f2 field
description: Description for 987448f2 field
fieldType: dropdown
Custom Fields with Currency Example:
data:
id: AG-1231233
type: salesAccountCustomFields
partnerFields:
- fieldId: FieldID-98744854-abc0-abc5-abc2-abc640bf4b01
currencyValue: 10000
title: Title of 98744854 field
description: Description for 98744854 field
fieldType: currency
currencyCode: CAD
x-tags:
- Sales Account Custom Fields
properties:
id:
type: string
example: AG-1231232
description: An identifier for the parent entity, for example salesAccount (AG-1231231)
readOnly: true
type:
type: string
default: salesAccountCustomFields
enum:
- salesAccountCustomFields
description: Should always be salesAccountCustomFields
partnerFields:
type: array
description: 'List of custom fields specific to the partner with a direct relationship to the sales account.
To send a new value each field must have at least the fieldId and its correspondent value.
For example a field of type string must have the stringValue attribute filled.
string -> stringValue
integer -> integerValue
date -> dateValue
Only the fields that you wish to modify need to be sent.'
items:
type: object
properties:
fieldId:
type: string
description: Field identifier, can be retrieved by listing the attributes
externalId:
type: string
description: Alternative field identifier, can be set on admin panel and can be retrieved by listing the attributes
fieldType:
type: string
example: string
enum:
- string
- integer
- date
- dropdown
- currency
description: 'Indicates which of the value fields to use to read or write the data. It can only be modified from within partner center.
string -> stringValue
integer -> integerValue
date -> dateValue
dropdown -> dropdownValue
currency -> currencyValue'
readOnly: true
stringValue:
type: string
description: Required when the field type is `string`
integerValue:
type: integer
description: Required when the field type is `integer`
dateValue:
type: string
description: Required when the field type is `date`
format: date
dropdownValue:
type: string
description: Required when type is `dropdown`. The possible values can be discovered using the administration panel.
currencyValue:
type: integer
description: 'Required when the field type is `currency`.
This field represents the cents (or the smallest part of the currency).
Example:
USD 600.00 -> currencyValue=60000'
currencyCode:
type: string
minLength: 3
maxLength: 3
description: 'Represents the type of currency when the field is type `currency`. It will be the 3 letter currency code as defined by [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217)
Ex: USD, CAD, AUD'
example: USD
readOnly: true
title:
type: string
description: The main label for the field, appearing in most user interfaces that show the value. This field is not read when setting a value.
readOnly: true
description:
type: string
description: A longer text explanation of the field, it optionally appears in the UI. This field is not read when setting a value.
readOnly: true
required:
- id
- type
securitySchemes:
JWT:
type: http
scheme: bearer
bearerFormat: JWT
OAuth2Demo:
type: oauth2
flows:
authorizationCode:
authorizationUrl: https://sso-api-demo.apigateway.co/oauth2/auth
tokenUrl: https://sso-api-demo.apigateway.co/oauth2/token
scopes:
sales.contact: Read-write access to sales contact details
business:read: Read only access to business details
business: Read-write access to business details
partner:read: Read-write access to details about your partner
financial: Read-write access to financial details
order: Read-write access to order details
order:read: Read only access to order details
user.profile:read: Read access to the profile fields of all categories of users
user.contact:read: Read access to the contact info (email, phone, address) of all categories of users
user.permission:read: Read access to the permission info (accessible locations, features and roles) of all categories of users
user.permission: Read-write access to the permission info (accessible locations, features and roles) of all categories of users
user.admin: Read-write access to manage all users
user.list: '''Allows searching for users based on a set of filters. (ex: email, name, category, organization). Without this scope an exact user id is required.'
self.user.admin: Allows editing the profile, contact info and profile image for the current user.
self.user.contact:read: Read access to the contact info (email, phone, address) of the current user.
openid: Allows getting the user id of the current user
profile: Readonly access to the user profile, including name, locale, and language preferences.
email: Allows readonly access to the email of the current user.
phone: Allows readonly access to the phone numbers of the current user.
address: Allows readonly access to the address of the current user.
sales.account: Allows read-write access to account records
sales.proposals: Allows read-write access to proposals
product: Read access to the product details
automation:read: Read only access to automations
refreshUrl: ''
OAuth2Prod:
type: oauth2
flows:
authorizationCode:
authorizationUrl: https://sso-api-prod.apigateway.co/oauth2/auth
tokenUrl: https://sso-api-prod.apigateway.co/oauth2/token
scopes:
sales.contact: Read-write access to sales contact details
business:read: Read only access to business details
business: Read-write access to business details
partner:read: Read-write access to details about your partner
financial: Read-write access to financial details
order:read: Read only access to order details
order: Read-write access to order details
user.profile:read: Read access to the profile fields of all categories of users
user.contact:read: Read access to the contact info (email, phone, address) of all categories of users
user.permission:read: Read access to the permission info (accessible locations, features and roles) of all categories of users
user.permission: Read-write access to the permission info (accessible locations, features and roles) of all categories of users
user.admin: Read-write access to manage all users
user.list: '''Allows searching for users based on a set of filters. (ex: email, name, category, organization). Without this scope an exact user id is required.'
self.user.admin: Allows editing the profile, contact info and profile image for the current user.
self.user.contact:read: Read access to the contact info (email, phone, address) of the current user.
openid: Allows getting the user id of the current user
profile: Readonly access to the user profile, including name, locale, and language preferences.
email: Allows readonly access to the email of the current user.
phone: Allows readonly access to the phone numbers of the current user.
address: Allows readonly access to the address of the current user.
sales.account: Allows read-write access to account records
sales.proposals: Allows read-write access to proposals
product: Read access to the product details
automation:read: Read only access to automations
refreshUrl: ''