Total Expert · Postman Collection

Total Expert Public API

The Total Expert REST API allows you to programmatically create, retrieve, update, and delete information through various endpoints.

Documentation Layout

Each section of this documentation describes a collection of related endpoints that affect a given resource.

Where applicable, at the top of a section you will find a table listing the attributes for the resource and a second showing its relationships with other r

154
Requests
52
Folders
View on GitHub Raw JSON CompanyFintechCRMMarketing AutomationMortgageBankingLendingCustomer EngagementPostman Collection

Overview

Total Expert Public API is a Postman Collection published by Total Expert on the APIs.io network.

The Total Expert REST API allows you to programmatically create, retrieve, update, and delete information through various endpoints.

Documentation Layout

Each section of this documentation describes a collection of related endpoints that affect a given resource.

Where applicable, at the top of a section you will find a table listing the attributes for the resource and a second showing its relationships with other r The collection contains 154 requests organised into 52 folders. Tagged areas include Company, Fintech, CRM, Marketing Automation, and Mortgage.

Requests & Folders

Authentication

The Total Expert API uses OAuth2.0 to authorize and authenticate requests to the API.

Before you can use the API, you must first obtain an a

Heartbeat

Endpoints for initial integration testing.

Contact Endpoints

The varying contact endpoints that are associated with the following collections are used for

  • Adding contacts

  • Updating existing contacts

  • Transferri

Lead Opportunities (New)

Important Note: As part of Total Expert’s new Lead Management feature, this new endpoint has been created. Because both the new endpoint (v1/lead-opportunities) and the existing (v

Custom Fields

Interacting with the Custom Fields relationships.

Custom Fields cannot be accessed directly. For the several endpoints that can be related to custom fields, interacting with Custom Fields is

Insight Endpoints

With the Total Expert Insights API, you can provide insights from events occurring within your platform which can be leveraged to drive marketing automation in Total Expert. For example, a user dow

User Endpoints
Entities

Endpoints for interacting with the entities resource. These endpoints are restricted to organization admin users.

Attributes
Loan Endpoints
Account Endpoints
Scenarios

Endpoints for interacting with the scenarios resource.

Attributes
Field A
Email Unsubscribes

Endpoints for unsubscribing and tracking unsubscribes in TE.

Unsubscribes are at three tiers - organization-wide unsubscribes, domain-level unsubscribes, and user-level unsubscribes.

SMS Opting

Endpoints for interacting with the SMS resources.

Attributes
Field Assign
Webhooks

Webhooks allow you to stay informed on certain events that occur within the platform. They serve as a mechanism that keeps the system in sync by allowing one application to deliver information to a

Schema Endpoints

Endpoints for viewing custom fields defined at the organization level.

Required:

  • In order to access these endpoints, you need to be an Organization Admin API user, as they retur
ALM Leads (formerly Lead Opportunities)

Important Note: As part of Total Expert’s new Lead Management feature, a new endpoint has been created. Because both the new endpoint (v1/lead-opportunities) and this existing (v1/

Activity Endpoints

Endpoints for interacting with the activity resource.

Attributes
Field As
Email APIs

Related API Specs