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Server path: /cats-contacts | Type: Application | PCID required: Yes

Tools

ToolDescription
cats_contacts_attach_contact_tagsAttach contact tags
cats_contacts_change_a_contact_thumbnailChange a contact thumbnail
cats_contacts_change_contact_statusChange contact status
cats_contacts_create_a_contactCreate a contact
cats_contacts_create_a_contact_activityCreate a contact activity
cats_contacts_create_a_contact_emailCreate a contact email
cats_contacts_create_a_contact_listCreate a contact list
cats_contacts_create_a_contact_phoneCreate a contact phone
cats_contacts_create_contact_list_itemsCreate contact list items
cats_contacts_delete_a_contactDelete a contact
cats_contacts_delete_a_contact_emailDelete a contact email
cats_contacts_delete_a_contact_listDelete a contact list
cats_contacts_delete_a_contact_list_itemDelete a contact list item
cats_contacts_delete_a_contact_phoneDelete a contact phone
cats_contacts_delete_contact_tagDelete contact tag
cats_contacts_filter_contactsFilter contacts
cats_contacts_get_a_contactGet a contact
cats_contacts_get_a_contact_custom_fieldGet a contact custom field
cats_contacts_get_a_contact_custom_field_valueGet a contact custom field value
cats_contacts_get_a_contact_emailGet a contact email
cats_contacts_get_a_contact_listGet a contact list
cats_contacts_get_a_contact_list_itemGet a contact list item
cats_contacts_get_a_contact_phoneGet a contact phone
cats_contacts_get_a_contact_thumbnailGet a contact thumbnail
cats_contacts_get_contact_statusGet contact status
cats_contacts_lis_contact_phonesLis contact phones
cats_contacts_list_all_contact_list_itemsList all contact list items
cats_contacts_list_all_contact_listsList all contact lists
cats_contacts_list_all_contact_tagsList all contact tags
cats_contacts_list_all_contactsList all contacts
cats_contacts_list_contact_activitiesList contact activities
cats_contacts_list_contact_attachmentsList contact attachments
cats_contacts_list_contact_custom_field_valuesList contact custom field values
cats_contacts_list_contact_custom_fieldsList contact custom fields
cats_contacts_list_contact_emailsList contact emails
cats_contacts_list_contact_statusesList contact statuses
cats_contacts_list_contact_tasksList contact tasks
cats_contacts_replace_contact_tagsReplace contact tags
cats_contacts_search_contactsSearch contacts
cats_contacts_update_a_contactUpdate a contact
cats_contacts_update_a_contact_custom_fieldUpdate a contact custom field
cats_contacts_update_a_contact_emailUpdate a contact email
cats_contacts_update_a_contact_phoneUpdate a contact phone
cats_contacts_upload_a_contact_attachmentUpload a contact attachment

cats_contacts_attach_contact_tags

Attach contact tags Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe ID of the contact to attach tags to.
tagsany[]NoThe tags value

cats_contacts_change_a_contact_thumbnail

Change a contact thumbnail Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to change the thumbnail of.
attachment_idnumberNoOnly required if source is set to attachment (must be an attachment belonging to the data item)
sourcestringNoOne of attachment, gravatar, or disabled.

cats_contacts_change_contact_status

Change contact status Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact that the status is being attached to.
create_activitybooleanYesWhether a corresponding activity should be created automatically. This mimics what happens when a pipeline is created from the CATS UI. Defaults to false.
status_idnumberYesThe ID of the status to attach.
triggersany[]NoAn array of objects each containing the ID of an attached trigger and a boolean representing whether or not to fire the trigger. If the triggers parameter is not set, all required triggers will be fired as well as all triggers that are marked as optional and on by default. Optional triggers that are off by default will not fire. If the triggers parameter is specified, all triggers that are attached to the status must be included in the array and the API will make no assumptions about which triggers to fire. Example: [ { "id": <trigger ID>, "fire": <boolean> } ]

cats_contacts_create_a_contact

Create a contact Parameters:
ParameterTypeRequiredDefaultDescription
check_duplicatebooleanYesWhen this flag is set to true, if a duplicate record is found to the one being created, an error will be thrown instead of creating a duplicate record. Defaults to false.
addressobjectNoAn object containing the address for the contact with the following structure: { "street": "<street>", "city": "<city>", "state": "<state>", "postal_code": "<postal code>" }
company_idnumberYesThe ID of the company this contact belongs to.
country_codestringNoCountry Code
custom_fieldsany[]NoAn array of custom field objects. Each custom field object should contain two keys: id and value. id is the id of a custom field definition, and value is the value to be set to that custom field for this contact. [ { "id": <custom field definition id>, "value": "<custom field value>" } ]
emailsany[]NoAn array of email objects. Each email object should contain two keys: email and is_primary, as described here [ { "email": <email>, "is_primary": "<is this the primary email?>" } ]
first_namestringYesFirst Name
has_left_companybooleanNoHas Left Company
is_hotbooleanNoIs Hot
last_namestringYesLast Name
notesstringNoThe notes value
owner_idnumberYesThe ID of the user that owns this contact record.
phonesany[]NoAn array of phone objects. Each phone object should contain three keys: number, extension, and type, as described here [ { "number": <phone number with country code>, "extension": "<optional extension>", "type": "<phone number type>", } ]
reports_to_idnumberNoThe ID of the contact that this contact reports to.
social_media_urlsany[]NoSocial Media Urls
titlestringNoThe contact’s job title.

cats_contacts_create_a_contact_activity

Create a contact activity Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to create an activity for.
datestringNoThe datetime the activity took place. If not specified it defaults to the current date and time.
notesstringNoThe notes value
regarding_idnumberNoThe ID of the job order that this activity is regarding. Leave null for a general activity.
typestringYesOne of the following activity types: email, meeting, call_talked, call_lvm, call_missed, text_message or other.

cats_contacts_create_a_contact_email

Create a contact email Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to create the email for.
emailstringYesThe email value
is_primarybooleanNoIf a record has any number of emails, exactly one of them must be marked as primary.

cats_contacts_create_a_contact_list

Create a contact list Parameters:
ParameterTypeRequiredDefaultDescription
namestringYesThe name value
notesstringNoThe notes value

cats_contacts_create_a_contact_phone

Create a contact phone Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to create the phone for.
extensionstringNoThe extension value
numberstringYesThis number MUST begin with the country code. It will not be parsed correctly otherwise.
typestringYesOne of mobile, home, work, fax, main, or other.

cats_contacts_create_contact_list_items

Create contact list items Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact list.
itemsany[]NoThe items value

cats_contacts_delete_a_contact

Delete a contact Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to delete.

cats_contacts_delete_a_contact_email

Delete a contact email Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to delete the email from.
idnumberYesThe ID of the email to delete.

cats_contacts_delete_a_contact_list

Delete a contact list Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact list to delete.

cats_contacts_delete_a_contact_list_item

Delete a contact list item Parameters:
ParameterTypeRequiredDefaultDescription
list_idnumberYesThe ID of the contact list.
item_idnumberYesThe ID of the list item to delete.

cats_contacts_delete_a_contact_phone

Delete a contact phone Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to delete the phone from.
idnumberYesThe ID of the phone to delete.

cats_contacts_delete_contact_tag

Delete contact tag Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe ID of the contact to detach the tag from.
tag_idnumberYesThe ID of the tag to detach.

cats_contacts_filter_contacts

Filter contacts Parameters:
ParameterTypeRequiredDefaultDescription
querystringYesThe optional string to search within contacts for.
pagenumberYesThe current page number of contacts to return.
per_pagenumberYesThe number of contacts to return per page.
fieldstringYesThe field to filter on. See the above list to determine which fields can be filtered.
filterstringYesThe filter to use. See the above list to determine which fields allow what filters.
valuestringYesThe value to filter by. Different filters take different value types (string, array, int). See the section in the introduction to see what values each filter accepts.

cats_contacts_get_a_contact

Get a contact Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to return.

cats_contacts_get_a_contact_custom_field

Get a contact custom field Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the custom field definition to return.

cats_contacts_get_a_contact_custom_field_value

Get a contact custom field value Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe ID of the contact that the custom field belongs to.
custom_field_idnumberYesThe ID of the custom field to return.

cats_contacts_get_a_contact_email

Get a contact email Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to return the email for.
idnumberYesThe ID of the email to return.

cats_contacts_get_a_contact_list

Get a contact list Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact list to return.

cats_contacts_get_a_contact_list_item

Get a contact list item Parameters:
ParameterTypeRequiredDefaultDescription
list_idnumberYesThe ID of the contact list the item belongs to.
item_idnumberYesThe ID of the contact list item to return.

cats_contacts_get_a_contact_phone

Get a contact phone Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to return the phone for.
idnumberYesThe ID of the phone to return.

cats_contacts_get_a_contact_thumbnail

Get a contact thumbnail Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to get the thumbnail of.

cats_contacts_get_contact_status

Get contact status Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the status to return.

cats_contacts_lis_contact_phones

Lis contact phones Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to return phones for.
pagenumberYesThe current page number of phones to return.
per_pagenumberYesThe number of phones to return per page.

cats_contacts_list_all_contact_list_items

List all contact list items Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact list to return items for.
pagenumberYesThe current page number of list items to return.
per_pagenumberYesThe number of list items to return per page.

cats_contacts_list_all_contact_lists

List all contact lists Parameters:
ParameterTypeRequiredDefaultDescription
pagenumberYesThe current page number of lists to return.
per_pagenumberYesThe number of lists to return per page.

cats_contacts_list_all_contact_tags

List all contact tags Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe ID of the contact to return tags for.
pagenumberYesThe current page number of tags to return.
per_pagenumberYesThe number of tags to return per page.

cats_contacts_list_all_contacts

List all contacts Parameters:
ParameterTypeRequiredDefaultDescription
pagenumberYesThe current page number of contacts to return.
per_pagenumberYesThe number of contacts to return per page.

cats_contacts_list_contact_activities

List contact activities Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to return activities for.
pagenumberYesThe current page number of activities to return.
per_pagenumberYesThe number of activities to return per page.

cats_contacts_list_contact_attachments

List contact attachments Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to return attachments for.
pagenumberYesThe current page number of attachments to return.
per_pagenumberYesThe number of attachments to return per page.

cats_contacts_list_contact_custom_field_values

List contact custom field values Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to return custom fields for.
pagenumberYesThe current page number of custom fields to return.
per_pagenumberYesThe number of custom fields to return per page.

cats_contacts_list_contact_custom_fields

List contact custom fields Parameters:
ParameterTypeRequiredDefaultDescription
pagenumberYesThe current page number of custom field definitions to return.
per_pagenumberYesThe number of custom field definitions to return per page.

cats_contacts_list_contact_emails

List contact emails Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to return emails for.
pagenumberYesThe current page number of emails to return.
per_pagenumberYesThe number of emails to return per page.

cats_contacts_list_contact_statuses

List contact statuses Parameters:
ParameterTypeRequiredDefaultDescription
pagenumberYesThe current page number of statuses to return.
per_pagenumberYesThe number of statuses to return per page.

cats_contacts_list_contact_tasks

List contact tasks Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to fetch tasks concerning.
pagenumberYesThe current page number of tasks to return.
per_pagenumberYesThe number of task items to return per page.

cats_contacts_replace_contact_tags

Replace contact tags Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe ID of the contact to replace tags on.
tagsany[]NoThe tags value

cats_contacts_search_contacts

Search contacts Parameters:
ParameterTypeRequiredDefaultDescription
querystringYesThe string to search within contacts for.
pagenumberYesThe current page number of contacts to return.
per_pagenumberYesThe number of contacts to return per page.

cats_contacts_update_a_contact

Update a contact Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact to update.
addressobjectNoAn object containing the address for the contact with the following structure: { "street": "<street>", "city": "<city>", "state": "<state>", "postal_code": "<postal code>" }
company_idnumberNoThe ID of the company this contact belongs to.
country_codestringNoCountry Code
custom_fieldsany[]NoAn array of custom field objects. Each custom field object should contain two keys: id and value. id is the id of a custom field definition, and value is the value to be set to that custom field for this contact. [ { "id": <custom field definition id>, "value": "<custom field value>" } ]
emailsany[]NoAn array of email objects. Each email object should contain two keys: email and is_primary, as described here [ { "email": <email>, "is_primary": "<is this the primary email?>" } ]
first_namestringNoFirst Name
has_left_companybooleanNoHas Left Company
is_hotbooleanNoIs Hot
last_namestringNoLast Name
notesstringNoThe notes value
owner_idnumberNoThe ID of the user that owns this contact record.
phonesany[]NoAn array of phone objects. Each phone object should contain three keys: number, extension, and type, as described here [ { "number": <phone number with country code>, "extension": "<optional extension>", "type": "<phone number type>", } ]
reports_to_idnumberNoThe ID of the contact that this contact reports to.
social_media_urlsany[]NoSocial Media Urls
titlestringNoThe contact’s job title.

cats_contacts_update_a_contact_custom_field

Update a contact custom field Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe ID of the contact that the custom field belongs to.
custom_field_idnumberYesThe ID of the custom field to update.
valuestringNoThe value value

cats_contacts_update_a_contact_email

Update a contact email Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to update the email for.
idnumberYesThe ID of the email to update.
emailstringNoThe email value
is_primarybooleanNoIf a record has any number of emails, exactly one of them must be marked as primary.

cats_contacts_update_a_contact_phone

Update a contact phone Parameters:
ParameterTypeRequiredDefaultDescription
contact_idnumberYesThe contact to update the phone for.
idnumberYesThe ID of the phone to update.
extensionstringNoThe extension value
numberstringNoThis number MUST begin with the country code. It will not be parsed correctly otherwise.
typestringNoOne of mobile, home, work, fax, main, or other.

cats_contacts_upload_a_contact_attachment

Upload a contact attachment Parameters:
ParameterTypeRequiredDefaultDescription
idnumberYesThe ID of the contact that the attachment is being attached to.
filenamestringYesThe name to save the file being uploaded as.