CRM SDK Documentation

Overview

Aloy Unified API provides a client for interacting with our Unified CRM model. It includes methods for managing Accounts, Contacts, Leads, Notes, Tasks, and Opportunities.

Authentication

All requests to the CRM API require an API key for authentication.

JavaScript

const apiClient = new UAPI("YOUR_API_KEY");
await apiClient.connect("connectionId");

Accounts

Create an Account

Example:

JavaScript

const body = {
  accountName: "Mojica",
};
const data = await apiClient.CRM.createAccount(body);
const accountId = data.account.id;

Get All Accounts

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const data = await apiClient.CRM.getAllAccounts();

Get Account Count

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const count = await apiClient.CRM.getAccountCount();

Get an Account

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const accountId = "abc123";
const account = await apiClient.CRM.getAccount(accountId);

Update an Account

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const accountId = "abc123";
const updatedData = {
  accountName: "Updated Name",
};
const updatedAccount = await apiClient.CRM.updateAccount(
  accountId,
  updatedData
);

Delete an Account

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const accountId = "abc123";
await apiClient.CRM.deleteAccount(accountId);

Contacts

Create a Contact

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const body = {
  firstName: "John",
  lastName: "Doe",
  email: "john.doe@example.com",
};
const data = await apiClient.CRM.createContact(body);
const contactId = data.contact.id;

Get All Contacts

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const data = await apiClient.CRM.getAllContacts();

Get Contacts Count

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const count = await apiClient.CRM.getContactCount();

Get a Contact

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const contactId = "def456";
const contact = await apiClient.CRM.getContact(contactId);

Update a Contact

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const contactId = "def456";
const updatedData = {
  lastName: "UpdatedLastName",
};
const updatedContact = await apiClient.CRM.updateContact(
  contactId,
  updatedData
);

Delete a Contact

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const contactId = "def456";
await apiClient.CRM.deleteContact(contactId);

Leads

Create a Lead

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const body = {
  firstName: "LeadFirst",
  lastName: "LeadLast",
  email: "lead@example.com",
};
const data = await apiClient.CRM.createLead(body);
const leadId = data.lead.id;

Get All Leads

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const data = await apiClient.CRM.getAllLeads();

Get Leads Count

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const count = await apiClient.CRM.getLeadCount();

Get a Lead

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const leadId = "ghi789";
const lead = await apiClient.CRM.getLead(leadId);

Update a Lead

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const leadId = "ghi789";
const updatedData = {
  company: "UpdatedCompany",
};
const updatedLead = await apiClient.CRM.updateLead(leadId, updatedData);

Delete a Lead

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const leadId = "ghi789";
await apiClient.CRM.deleteLead(leadId);

Notes

Create a Note

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const body = {
  title: "Meeting Notes",
  content: "Discussed upcoming features.",
};
const data = await apiClient.CRM.createNote(body);
const noteId = data.note.id;

Get All Notes

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const data = await apiClient.CRM.getAllNotes();

Get Notes Count

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const count = await apiClient.CRM.getNoteCount();

Get a Note

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const noteId = "jkl012";
const note = await apiClient.CRM.getNote(noteId);

Update a Note

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const noteId = "jkl012";
const updatedData = {
  content: "Updated content.",
};
const updatedNote = await apiClient.CRM.updateNote(noteId, updatedData);

Delete a Note

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const noteId = "jkl012";
await apiClient.CRM.deleteNote(noteId);

Tasks

Create a Task

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const body = {
  title: "Follow-up Call",
  description: "Call the client to discuss the proposal.",
};
const data = await apiClient.CRM.createTask(body);
const taskId = data.task.id;

Get All Tasks

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const data = await apiClient.CRM.getAllTasks();

Get Tasks Count

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const count = await apiClient.CRM.getTaskCount();

Get a Task

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const taskId = "mno345";
const task = await apiClient.CRM.getTask(taskId);

Update a Task

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const taskId = "mno345";
const updatedData = {
  description: "Updated description.",
};
const updatedTask = await apiClient.CRM.updateTask(taskId, updatedData);

Delete a Task

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const taskId = "mno345";
await apiClient.CRM.deleteTask(taskId);

Opportunities

Create an Opportunity

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const body = {
  opportunityName: "New Opportunity",
  amount: 5000,
};
const data = await apiClient.CRM.createOpportunity(body);
const opportunityId = data.opportunity.id;

Get All Opportunities

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const data = await apiClient.CRM.getAllOpportunities();

Get Opportunities Count

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const count = await apiClient.CRM.getOpportunityCount();

Get an Opportunity

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const opportunityId = "pqr678";
const opportunity = await apiClient.CRM.getOpportunity(opportunityId);

Update an Opportunity

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const opportunityId = "pqr678";
const updatedData = {
  amount: 7000,
};
const updatedOpportunity = await apiClient.CRM.updateOpportunity(
  opportunityId,
  updatedData
);

Delete an Opportunity

Example:

JavaScript

const apiClient = new UAPI(apiKey);
await apiClient.connect(connectionId);

const opportunityId = "pqr678";
await apiClient.CRM.deleteOpportunity(opportunityId);