How to create Lead via API

🚀 Create a New Lead Using API

Step 1: Generate an API Key

1. Go to:

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{{workspaceUrl}}/workspace-config?tab=api-key

1. Generate and Copy the API key.

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Step 2: Get Company ID

📍 Endpoint:

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{{URL}}/accounts/companies

🛠️ Set Headers:

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x-api-key = api Key

You'll get a response like this

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{
    "message": "Companies accosiated with API token.",
    "companies": [
        {
            "_id": "6525994184e9ddd79853450e",
            "name": "onethread123",
            "logo": "",
            "extraSmallLogo": "",
            "largeLogo": ""
        }
    ]
}

📝 What to Do:

• Get the company ID from the response:

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companies[0]._id

• Store the ID for later:

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const companyid = "COMPANY_ID_HERE";  // Replace with actual ID

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Step 3: Get Client Role ID

📍 Endpoint:

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{{URL}}/roles?type=company

🛠️ Set Headers:

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x-api-key = api Key

You'll get a response like this

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{
    "roles": [
        {
            "_id": "6525994184e9ddd798534535",
            "role": {
                "_id": "6525994184e9ddd79853451e",
                "responsibility": "",
                "name": "client"
            },
            "company": "6525994184e9ddd79853450e",
            "createdAt": "2023-10-10T18:34:41.567Z",
            "updatedAt": "2024-10-01T07:28:48.340Z",
            "__v": 0,
            "type": "company"
        }
    ]
}

📝 What to Do:

• Find the role with "client" name:

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roles[0].role.name === "client"

• Store the Client Role ID:

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roles[0]._id

Make sure that you did not copy the _id of roles[0].role object

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Step 4: Create a New Lead

📍 Endpoint:

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{{URL}}/company/{{companyId}}/members/bulk-client

🛠️ Headers:

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x-api-key: apiKey
companyid: <companyId>

📦 Request Body:

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    "members": [
        {
            "firstName": "John",
            "lastName": "Doe",
            "email": "[email protected]",
            "role": "ROLE_ID_HERE",
            "isConvertedClient": false,
            "status": "New",
            "contactNo": "1234567890",
            "source": "website",
            "positionInBoard": 1,
            "isConvertedClient": false
        }
    ]
}

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✅ Success Response:

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{
    "message": "Lead created successfully",
    "createdMembers": [
        {
            "_id": "NEW_MEMBER_ID",
            "name": "John Doe",
            "status": "New",
            "role": "client"
        }
    ]
}

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❗ Important Tips:

• Make sure "isConvertedClient": false is set in the request.

• Use the correct Role ID from Step 3.