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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Agile CRM

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Aircall

Zendesk Sell

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Azure Active Directory

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SalesforceIQ

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Mindbody

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Pipedrive

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Pipeliner

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Freshsales

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Dynamo

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Insightly

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ConnectWise

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Zoho CRM

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Copper

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Jumio

Fastpath

Get box

Creates a comment associated with a particular box.

Create comment

Searches for box by name using an exact search.

List boxes

Assigns an email (thread) to a box.

Use the Gmail API to obtain the thread ID.

Assign email to box

Gets a contact by providing the contact key.

Get contact

List current user's teams

Assign organisation to box

Updates the message text of a specific comment.

Update comment

List comments (beta)

Gets a given organization by providing the contact key.

Get organization

List organizations

Moves boxes to a different pipeline (batch).

Update pipelines of boxes

Updates an organization by providing the organization key.

Update organization

Updates a pipeline.

To change the fields or the stages property, you must use different endpoints. The fields and stages are only provided as a convenience here. The necessary endpoints are specified in the Field and Stage section of this document.

Update pipeline

Deletes a pipeline. You can only delete pipelines that are empty and have no boxes in them.

Delete pipeline

Lists the field values for the box specified.

List field values for box

Lists all files associated with a particular box.

You can only get the contents of files that are of the type GMAIL_API.

List files in box

List pipelines

List teams

List fields in pipeline

Gets binary contents of file.

The mime type of the response contents is based on the file type.

Get file contents

List boxes in pipeline

Creates a field for a pipeline.

This defines the field in the pipeline so that you can add values for that field for each box in the pipeline.

Create field

Delete comment

Get task

Deletes a contact by providing the contact key.

Upon deleting a contact, the contact will also be removed from any associated boxes.

Delete contact

Deletes an organisation by providing the organisation key.

Upon deleting a organisation, the organisation will also be removed from any associated boxes.

Delete organisation

Updates multiple fields at once in a box.

Update fields in box

Creates a box based on the Pipeline Key you provide.

Create box

Lists all tasks associated with a particular box.

List tasks in box

Get comment

Get current user

Get file

Gets a specific stage defined in a pipeline.

Get stage

Create stage

Update stage

Update box

Gets the public details for the user specified.

Get user

Deletes a particular box. Also deletes all of the relevant data such as files, emails, and tasks for that box.

Delete box

Get thread

Get team

Deletes a stage defined in a pipeline.

This call will only succeed if there are no boxes tagged with the key of this stage, else it throws a 400.

Delete stage

List fields in pipeline DDL

Deletes a field defined in a pipeline.

Note: this will also remove the values of this field for every box in the pipeline.

Delete field

Lists all the threads in a particular box.

List threads in box

Gets a specific field defined in a pipeline.

Get field

List stages

Delete task

List stages DDL

Update field

Updates the value of a field for a particular box.

Update field value

A search by query which returns results on orgs, boxes and contacts.

List boxes, contacts and organisations

Update task

Updates a contact by providing the contact key.

Update contact

Creates a new contact.

All contacts are scoped to a particular team so a Team Key is required. Contacts must have at least one of Name or Email Address set.

Create contact

Create pipeline

Creates a new organisation.

All organisations are scoped to a particular team so a Team Key is required. Must have at least one of Name or Domains set.

Create organisation

Get pipeline

Create task

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Streak

Customer Relationship Management (CRM)

List factors to enroll DDL

Activates a specific enrollment factor with a passcode.

Activate enrollment factor

Activates a user. This operation can only be performed on users with a STAGED status. Activation of a user is an asynchronous operation.

Activate user

Adds a user to a group with OKTA_GROUP type.

Add user to group

Creates a new group with OKTA_GROUP type in your organisation.

Create group

Creates a new user in your Okta organisation with or without credentials.

Create user

Deactivates a user. This operation can only be performed on users that do not have a DEPROVISIONED status. Deactivation of a user is an asynchronous operation.

Deactivate user

Deletes a user permanently. This operation can only be performed on users that have a DEPROVISIONED status. Using this operation on a user that hasn’t been deactivated causes that user to be deactivated. A second delete operation is required to delete the user.

Delete user

Enrolls a user with the Okta SMS factor and an SMS profile. A text message with an OTP is sent to the device during enrollment and must be activated by following the activate link relation to complete the enrollment process.

Enroll Okta SMS factor

Enrolls a user with the Okta call factor and a call profile. A voice call with an OTP is made to the device during enrollment and must be activated.

Enroll Okta call factor

Enrolls a user with an email factor. An email with an OTP is sent to the primary or secondary (depending on which one is enrolled) email address of the user during enrollment.

Enroll Okta email factor

Enrolls a user with the question factor and question profile.

Enroll Okta security question factor

Enrolls a user with an Okta token:software:totp factor. The factor must be activated after enrollment by following the activate link to complete the enrollment process.

Enroll Okta verify TOTP factor

Retrieves a factor for the specified user.

Get factor

Retrieves a specific group from your organisation.

Get group

Retrieves a user by id, login, or login shortname (if the shortname is unambiguous).

Retrieves a single user profile custom fields.

Get user profile custom field

Retrieves the schema for a type of user schema.

Get user schema

Get user schema DDL

Unlocks a user with a LOCKED_OUT status and returns them to ACTIVE status. Users will be able to login with their current password.

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