Connectors Reference

Elead Sales Customers

This API allows for the management of prospect/customer information inside the Elead CRM. This API includes the following capabilities and features for managing prospect/customer information, Add prospect/customer information such as name, phone numbers, email addresses and physical address and return the uniquely-assigned Elead ID on post, Update, search and retrieve prospect/customer contact information tied to an existing Elead ID.

 

Status: Preview

Tier: Premium

Version: 1.0

 

Actions:

Name

Summary

Customers_GetCustomer (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id)

Get Customer by Id

Customers_UpdateCustomer (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]CustomerRequest customerRequest)

Update a customer

Customers_GetCustomerOwnedVehicles (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id)

Get Vehicles by Id

Customers_CreateCustomer (string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]CustomerRequest customerRequest)

Create a customer

Customers_SearchCustomers ([Optional]integer page, [Optional]integer pageSize, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]SearchCustomersRequest searchCustomersRequest)

Search customers

 

Triggers:

Name

Summary

 

Objects:

Name

Summary

Customer

 

CustomerAddress

 

CustomerEmail

 

CustomerPhone

 

CustomerRequest

 

CustomerVehicleCollection

 

CustomerVehicleOptions

 

CustomerVehicleOwner

 

LinkDescriptionObject

 

SearchCustomer

 

SearchCustomersRequest

 

SearchCustomersResponse

 

 

Actions:

Customers_GetCustomer

Summary: Get Customer by Id

Description: Retrieves a prospect/customer record by Elead customer ID. An Elead customer ID is currently obtained as follows:   - Create customer via POST /sales/v1/elead/customers      - Search opportunities via GET /sales/v1/elead/opportunities/search

 

Syntax:

EleadSalesCustomers.Customers_GetCustomer (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id)

 

Parameters:

Name

Type

Summary

Required

Related Action

customerId

string

(Customer Id)

Format - uuid.

True

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

Accept

string

(Accept)

Accept Header

False

Accept-Charset

string

(Accept-Charset)

Accept-Charset Header

False

Accept-Encoding

string

(Accept-Encoding)

Accept-Encoding Header

False

Accept-Language

string

(Accept-Language)

Accept-Language Header

False

If-Match

string

(If-Match)

If-Match Header

False

If-None-Match

string

(If-None-Match)

If-None-Match Header

False

Prefer

string

(Prefer)Values: [return=representation, return=minimal]

Preference of the customer

False

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

True

 

Returns:

          Type:Customer

 

Customers_UpdateCustomer

Summary: Update a customer

Description: Updates prospect/customer information

 

Syntax:

EleadSalesCustomers.Customers_UpdateCustomer (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]CustomerRequest customerRequest)

 

Parameters:

Name

Type

Summary

Required

Related Action

customerId

string

(Customer Id)

Format - uuid.

True

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

Accept

string

(Accept)

Accept Header

False

Accept-Charset

string

(Accept-Charset)

Accept-Charset Header

False

Accept-Encoding

string

(Accept-Encoding)

Accept-Encoding Header

False

Accept-Language

string

(Accept-Language)

Accept-Language Header

False

If-Match

string

(If-Match)

If-Match Header

False

If-None-Match

string

(If-None-Match)

If-None-Match Header

False

Prefer

string

(Prefer)Values: [return=representation, return=minimal]

Preference of the customer

False

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

True

customerRequest

CustomerRequest

 

 

False

 

Returns:

          Type:Customer

 

Customers_GetCustomerOwnedVehicles

Summary: Get Vehicles by Id

Description: Retrieves a prospect/customer vehicle record(s) by Elead customer ID. An Elead customer ID is currently obtained as follows:   - Create customer via POST /sales/v1/elead/customers      - Search opportunities via GET /sales/v1/elead/opportunities/search

 

Syntax:

EleadSalesCustomers.Customers_GetCustomerOwnedVehicles (string customerId, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id)

 

Parameters:

Name

Type

Summary

Required

Related Action

customerId

string

(Customer Id)

Format - uuid.

True

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

Accept

string

(Accept)

Accept Header

False

Accept-Charset

string

(Accept-Charset)

Accept-Charset Header

False

Accept-Encoding

string

(Accept-Encoding)

Accept-Encoding Header

False

Accept-Language

string

(Accept-Language)

Accept-Language Header

False

If-Match

string

(If-Match)

If-Match Header

False

If-None-Match

string

(If-None-Match)

If-None-Match Header

False

Prefer

string

(Prefer)Values: [return=representation, return=minimal]

Preference of the customer

False

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

True

 

Returns:

          Type:CustomerVehicleCollection

 

Customers_CreateCustomer

Summary: Create a customer

Description: Creates a prospect/customer

 

Syntax:

EleadSalesCustomers.Customers_CreateCustomer (string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]CustomerRequest customerRequest)

 

Parameters:

Name

Type

Summary

Required

Related Action

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

Accept

string

(Accept)

Accept Header

False

Accept-Charset

string

(Accept-Charset)

Accept-Charset Header

False

Accept-Encoding

string

(Accept-Encoding)

Accept-Encoding Header

False

Accept-Language

string

(Accept-Language)

Accept-Language Header

False

If-Match

string

(If-Match)

If-Match Header

False

If-None-Match

string

(If-None-Match)

If-None-Match Header

False

Prefer

string

(Prefer)Values: [return=representation, return=minimal]

Preference of the customer

False

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

True

customerRequest

CustomerRequest

 

 

False

 

Returns:

          Type:Customer

 

Customers_SearchCustomers

Summary: Search customers

Description: Search customers

 

Syntax:

EleadSalesCustomers.Customers_SearchCustomers ([Optional]integer page, [Optional]integer pageSize, string client_id, string client_secret, string subscription_id, [Optional]string Accept, [Optional]string Accept-Charset, [Optional]string Accept-Encoding, [Optional]string Accept-Language, [Optional]string If-Match, [Optional]string If-None-Match, [Optional]string Prefer, string Request-Id, [Optional]SearchCustomersRequest searchCustomersRequest)

 

Parameters:

Name

Type

Summary

Required

Related Action

page

integer

(Page)

Format - int32.

False

pageSize

integer

(Page Size)

Format - int32.

False

client_id

string

(Client Id)

A client ID that should be unique to developer/solution provider building the solution.

True

client_secret

string

(Client Secret)

A client secret that should be unique to developer/solution provider building the solution.

True

subscription_id

string

(Subscription Id)

A correlation ID that should be returned back to the caller to indicate the return of the given request.

True

Accept

string

(Accept)

Accept Header

False

Accept-Charset

string

(Accept-Charset)

Accept-Charset Header

False

Accept-Encoding

string

(Accept-Encoding)

Accept-Encoding Header

False

Accept-Language

string

(Accept-Language)

Accept-Language Header

False

If-Match

string

(If-Match)

If-Match Header

False

If-None-Match

string

(If-None-Match)

If-None-Match Header

False

Prefer

string

(Prefer)Values: [return=representation, return=minimal]

Preference of the customer

False

Request-Id

string

(Request Id)

Format - guid. A correlation ID that should be returned back to the caller to indicate the return of the given request

True

searchCustomersRequest

SearchCustomersRequest

 

 

False

 

Returns:

          Type:SearchCustomersResponse

 


 

Customer

Summary:

Description:

 

          Properties:

Name

Type

Summary

id

string(uuid)

 

Unique customer identifier

isBusiness

boolean

 

true/false whether this customer is a business

businessName

string

 

Business name, set when isBusiness is true

businessContact

string

 

Name of the business contact person, set when isBusiness is true

title

string

 

Customer's title  Values: [Unspecified, Mr, Mrs, Ms, Dr, Sir, Miss, Rev, MrAndMrs, Admr, Capt, Cdr, Chief, Col, Gen, Judge, Lt, Sgt]

firstName

string

 

Customer first name

middleName

string

 

Customer middle name

lastName

string

 

Customer last name

nickname

string

 

Customer nickname

birthday

string(date-time)

 

Customer birthday

emails

array of (CustomerEmail)

 

Customer Email address(es)

phones

array of (CustomerPhone)

 

Customer phone number(s)

address

CustomerAddress

 

 

links

array of (LinkDescriptionObject)

 

A collection of HATEOAS links


 

CustomerAddress

Summary:

Description:

 

          Properties:

Name

Type

Summary

addressLine1

string

 

Customer address line 1

addressLine2

string

 

Customer address line 2

city

string

 

Customer city

state

string

 

Customer state

zip

string

 

Customer postal code

country

string

 

Customer country

county

string

 

Customer county

doNotMail

boolean

 

true/false to flag as Do Not Mail

isPreferred

boolean

 

true/false whether this is the customer's preferred address


 

CustomerEmail

Summary:

Description:

 

          Properties:

Name

Type

Summary

address

string

 

Customer Email address

emailType

string

 

Values: [Unknown, Personal, Work, Pager, Alternate]

doNotEmail

boolean

 

true/false to flag as Do Not Email

isPreferred

boolean

 

true/false whether this is the customer's preferred email address


 

CustomerPhone

Summary:

Description:

 

          Properties:

Name

Type

Summary

number

string

 

Phone number

phoneType

string

 

Values: [Unknown, Home, Cellular, Work]

preferredTimeToContact

string

 

Values: [Unspecified, Day, Evening]

doNotCall

boolean

 

true/false to flag as Do Not Call

doNotText

boolean

 

true/false to flag as Do Not Text

preferCall

boolean

 

true/false whether the customer prefers to be contacted by phone

preferText

boolean

 

true/false whether the customer prefers to be contacted by text


 

CustomerRequest

Summary:

Description:

 

          Properties:

Name

Type

Summary

isBusiness

boolean

 

true/false whether this customer is a business

businessName

string

 

Business name, set when isBusiness is true

businessContact

string

 

Name of the business contact person, set when isBusiness is true

title

string

 

Customer's title  Values: [Unspecified, Mr, Mrs, Ms, Dr, Sir, Miss, Rev, MrAndMrs, Admr, Capt, Cdr, Chief, Col, Gen, Judge, Lt, Sgt]

firstName

string

 

Customer first name

middleName

string

 

Customer middle name

lastName

string

 

Customer last name

nickname

string

 

Customer nickname

birthday

string(date-time)

 

Customer birthday

emails

array of (CustomerEmail)

 

Customer Email address(es)

phones

array of (CustomerPhone)

 

Customer phone number(s)

address

CustomerAddress

 

 


 

CustomerVehicleCollection

Summary:

Description:

 

          Properties:

Name

Type

Summary

id

string(uuid)

 

Unique identifier for this vehicle

exteriorColor

string

 

Exterior color of the vehicle

interiorColor

string

 

Interior color of the vehicle

mileage

integer

 

Mileage of the vehicle

milesPerWeek

integer

 

Average miles driven per week

year

integer

 

Year of manufacture

make

string

 

Brand of vehicle

model

string

 

Name of the vehicle

trim

integer

 

Description of the trim

vin

string

 

Vehicle identification number

options

CustomerVehicleOptions

 

Vehicle options

vehicleOwner

CustomerVehicleOwner

 

Vehicle owner


 

CustomerVehicleOptions

Summary:

Description: Vehicle options

 

          Properties:

Name

Type

Summary

fuelType

string

 

Type of fuel

interiorType

string

 

Type of interior

vehicleCondition

string

 

Condition of vehicle

bodyStyle

string

 

Vehicle body style

engineDescription

string

 

Type of engine

modelCode

string

 

Model code

numberOfCylinders

integer

 

Number of cylinders

numberOfDoors

number(byte)

 

Number of doors

transmission

string

 

Type of transmission

isAutomaticTransmission

boolean

 

true/false whether the vehicle has an automatic transmission

hasAirBags

boolean

 

true/false whether the vehicle has air bags

hasCruiseControl

boolean

 

true/false whether the vehicle has cruise control

hasAirConditioning

boolean

 

true/false whether the vehicle has air conditioning


 

CustomerVehicleOwner

Summary:

Description: Vehicle owner

 

          Properties:

Name

Type

Summary

isActive

boolean

 

true/false whether the owner is active

customerId

string(uuid)

 

Unique identifier for the vehicle owner

vehicleId

string(uuid)

 

Unique identifier for the vehicle


 

LinkDescriptionObject

Summary:

Description:

 

          Properties:

Name

Type

Summary

href

string

 

The target URI

rel

string

 

The link relation type

method

string

 

The HTTP verb that MUST be used to make a request to the target of the link

title

string

 

The title that describes the object


 

SearchCustomer

Summary:

Description:

 

          Properties:

Name

Type

Summary

id

string(uuid)

 

Unique identifier for this customer

firstName

string

 

Customer first name

lastName

string

 

Customer last name

emails

array of (CustomerEmail)

 

Customer Email Address(es)

phones

array of (CustomerPhone)

 

Customer phone number(s)

address

CustomerAddress

 

 

rank

number(float)

 

Relevancy ranking of this customer search result


 

SearchCustomersRequest

Summary:

Description:

 

          Properties:

Name

Type

Summary

firstName

string

 

Search string for the customer's first name

lastName

string

 

Search string for the customer's last name

phoneNumber

string

 

Search string for the customer's phone number

emailAddress

string

 

Search string for the customer's email address


 

SearchCustomersResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

items

array of (SearchCustomer)

 

A collection of customer search results

totalItems

integer(int32)

 

Total number of customers for the given search

totalPages

integer(int32)

 

Total number of pages of customers for the given search

pageNumber

integer(int32)

 

Current page number for this set of paged results

pageSize

integer(int32)

 

Page size for this set of paged results

links

array of (LinkDescriptionObject)

 

A collection of HATEOAS links