get_company | Get a company by its id (from list_companies). |
get_invoice | Get an invoice by its id (from list_invoices). |
get_opportunity | Get an opportunity by its id (from list_opportunities). |
get_quotation | Get a quotation by its id (from list_quotations). |
list_companies | List companies (customers, prospects, suppliers), active ones by default. Filters: search (name contains), type, internal_id, siret, address_city, address_zipcode, is_prospect / is_customer / is_supplier / is_disabled (“true” or “false”), sort; page for the next pages. |
list_company_employees | List the employees (contacts) of a company; page for the next pages. |
list_events | List events (meetings, emails, calls, notes…). Filters: before / after (a date, sent as date[inf] / date[sup]), order_by_date (asc or desc); page for the next pages. |
list_invoices | List invoices. Filters: number, internal_ref, is_paid (“true” or “false”), and dates in DD/MM/YYYY: date_after / date_before (invoice date), paid_date, updated_after / updated_before, creation_date_after / creation_date_before; page for the next pages. |
list_opportunities | List opportunities (each with its company, amount, probability, pipe_name and pipe_step_name). Filter: status (ongoing, archived, all); page for the next pages. |
list_products | List products of the catalog. Filters: name (contains), product_code (contains), internal_id, with_disabled (“true” to include disabled products); page for the next pages. |
list_projects | List projects. Filters: name, number, and dates in YYYY-MM-DD: estimated_end_after / estimated_end_before, actual_end_after / actual_end_before; page for the next pages. |
list_quotations | List quotations. Filters: status (accepted, refused, pending, all), company_id, date_after / date_before (YYYY-MM-DD), sort (id, updatetime); page for the next pages. |